Set up the Oracle Peoplesoft Financial spoke

Integrate the Oracle Peoplesoft Financial and ServiceNow instances, and authenticate the requests using the basic authentication.

Before you begin

• Request an Integration Hub subscription.
• Activate the Oracle Peoplesoft Financial spoke.
• Ensure that you have access to Oracle Peoplesoft Application Designer.
• Roles required: ServiceNow admin and Oracle Peoplesoft Financial System Admin.

Procedure

1. In the Application Designer, import the Oracle Peoplesoft Financial project.
   1. From the ServiceNow® Store download the project file, SN_PS_FSCM_INTEGRATION.zip and save it in the required local folder.
   2. Import the Oracle Peoplesoft Financial project to the target environment that is, Oracle Peoplesoft Application Designer.
   3. Navigate to Copy Project > From File and select the project file.
      
   4. Click Copy to copy the definition types.
      
   5. Verify that the project has all the objects; Application packages, Records, Services, and Service Operations.
   6. Build the project by navigating to Build > Project.
   7. Select Create Tables, Create Views, and Execute and build script options.

      

      The required tables are created in the target Oracle Peoplesoft Financial database.
2. Enable the required web services on your Oracle Peoplesoft Financial instance.
   1. Log in to your Oracle Peoplesoft Financial instance as an System Admin.
   2. Navigate to Navigator > People Tools > Integration Broker > Web Services > Provide Web Service.
   3. In the Search Criteria, specify sn_ for Service Name and click Search.
      
   4. Select the check box against the required web services and click Next.
      Note:

      Ensure that you select 24 ServiceNow web services.

      Service	Description
      SN_AP_INV_PYMNT_STATUS	AP Invoice Payment Status
      SN_AP_INV_VOUCHER_ADD_WS	ServiceNow Voucher Add
      SN_ASSET_LOAD_WS	Asset Load
      SN_BILL_GET_INV	Get Invoice
      SN_CREATE_VENDOR_CI	Create Vendor
      SN_EXECUTEQUERY	ServiceNow - QAS
      SN_GET_AP_INVOICE_DTL	AP Invoice Detail
      SN_GET_ASR	Advance Shipment Receipt
      SN_GET_ASSET	SN_GET_ASSET
      SN_GET_BID_EVENT	ServiceNow Bid Event
      SN_GET_CC	Get Const centres
      SN_GET_CURRENCY_RATES	Get Currency Rates
      SN_GET_GL_ACCOUNT	Get GI Accounts
      SN_GET_GL_BALANCE	Ledger Data
      SN_GET_GL_BU	Get GL BU
      SN_GET_ITEM_MASTER	Item Master
      SN_GET_POHDR	PO Header
      SN_GET_POLN	Get PO Line
      SN_GET_SHIPTO_LOCATIONS	Get Ship to Locations
      SN_GET_SUPPLIERS	Get Suppliers/Vendors
      SN_JOURNAL_LOAD	ServiceNow Journal Load
      SN_MANAGE_PROCESSES	ServiceNow Process webservice
      SN_PO_CANCEL	SN PO CANCEL
      SN_RECPT_LOAD	Receipt frm SN

   5. Under Operations, select the check box against the required web service and click Next.
   6. Click View WSDL to view the WSDL file and click Next.
   7. In Specify Publishing Options, click Finish.
      Generated WSDL URL is displayed in this format: <Base-URL>/<webservice-endpoint>.wsdl
   8. Navigate to Navigator > People Tools > Integration Broker > Web Services > CI-Based Services.
   9. Perform the same steps that you had earlier performed for the webservices.
      Note:

      Configure the webservices as per your requirement.
3. Provide the required permissions to the web services.
   1. Log in to your Oracle Peoplesoft Financial instance as a System Admin.
   2. Navigate to Navigator > People Tools > Integration Broker > Web Services > Service Utilities > Service Operation Permissions.
   3. Select Service option, specify the service name in Service, and click Search.
      
   4. Select the check box against the required web service and click Set Security.
   5. In Web Service Access, provide access as per your requirement and click Save.
      
4. Using SQL Developer or Data Mover in Oracle Peoplesoft Application Designer, connect to the database and run these scripts to ensure that the journal entry, SN_ACCT_ENTRY is built.

   SET DEFINE OFF;
   
   Insert into PS_SOURCE_TBL (SETID,SOURCE,EFFDT,EFF_STATUS,DESCR,JRNL_BALANCE_OPTN,JRNL_EDIT_ERR_OPTN,JRNL_AMT_ERR_OPTN,JRNL_DT_ERR_OPTN,JRNL_DT_ERR_OPTN2,CONTROL_TOTAL_OPTN,CURRENCY_BAL_OPTN,EXCHANGE_RATE_OPTN,BASE_CUR_ADJ_OPTN,JRNL_FOREIGN_OPTN,POST_ZERO_SW,JRNL_APPRVL_OPTN,BD_JRNL_APPR_OPTN,BUSPROCNAME,APPR_RULE_SET,BUSPROCNAME_BD,APPR_RULE_SET_BD,PHYSICAL_NATURE,DOC_TYPE_OPTN,DOC_TYPE) values ('SHARE','SN',to_date('01-JAN-00','DD-MON-RR'),'A','ServiceNow','R','R','R','D','D','R','D','D','D','D','N','D','D',' ',' ',' ',' ',' ','D',' ');
   

   Insert into PS_JRNLGEN_DEFN (SETID,ACCTG_DEF_NAME,DESCR,RECNAME,RECNAME_UPDATE,RECNAME_REFREC_KEY,FIELDNAME_ACCTDATE,FIELDNAME_MON_AMT,FIELDNAME_FRN_AMT,FIELDNAME_STAT_AMT,FIELDNAME_DESCR,FIELDNAME_JRNL_REF,FIELDNAME_OPEN_KEY,FIELDNAME_STLMT_DT,FIELDNAME_DT_STAMP,SYSTEM_SOURCE,BUDGET_AMT_TYPE,PNLNAME,DRILL_DOWN_OPTN,KK_SKIP,JGEN_KK_OPTN,KK_AMOUNT_TYPE,APPL_JRNL_ID_DFLT) values ('SHARE','SNOW_PSFT','ServiceNow Accounting Entries','SN_ACCT_ENTRY','SN_ACCT_ENTRY',' ','ACCOUNTING_DT','MONETARY_AMOUNT','FOREIGN_AMOUNT','STATISTIC_AMOUNT','LINE_DESCR',' ','JRNL_LN_REF','ACCOUNTING_DT','DTTM_STAMP','GOT','OT','JGEN_ACCTG_DRILL','Y','1','V','1',' ');

   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',1,'ACCOUNT','ACCOUNT','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',2,'ALTACCT','ALTACCT','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',3,'OPERATING_UNIT','OPERATING_UNIT','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',4,'DEPTID','DEPTID','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',5,'PRODUCT','PRODUCT','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',6,'PROJECT_ID','PROJECT_ID','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',7,'AFFILIATE','AFFILIATE','Y');
   Insert into PS_JRNLGEN_DEFNV (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,CHARTFIELD,CF_SUMMARIZE_OPT) values ('SHARE','SNOW_PSFT',8,'STATISTICS_CODE','STATISTICS_CODE','Y');
   

   Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',1,'BUSINESS_UNIT');
   Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',2,'TRANSACTION_ID');
   Insert into PS_JRNLGEN_DEFMB (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME) values ('SHARE','SNOW_PSFT',3,'LEDGER_GROUP');
   Insert into PS_JRNLGEN_TGRP (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,FIELD_VALUE1) values ('SHARE','SNOW_PSFT',1,'BUSINESS_UNIT',' ');
   Insert into PS_JRNLGEN_TGRP (SETID,ACCTG_DEF_NAME,FIELD_SEQUENCE,FIELDNAME,FIELD_VALUE1) values ('SHARE','SNOW_PSFT',2,'TRANSACTION_ID',' ');
   Insert into PS_JRNLGEN_APPL_ID (SETID,APPL_JRNL_ID,EFFDT,EFF_STATUS,DESCR,JOURNAL_ID_MASK,JRNL_DT_OPTN,JRNL_DT_ALT_OPTN,JOURNAL_DATE,STAY_IN_PERIOD,SOURCE,CURR_EFFDT_FLG,JRNL_DESCR,LINE_DESCR,TRANS_REF_NUM,JRNL_LN_REF,HOW_SPECIFY,ACCOUNT_SPECIFY,DEFAULT_SPECIFY,TREE_NAME,TREE_LEVEL,REVERSAL_CD,ENTRY_SYNC,BUS_UNIT_OPTN,DOC_TYPE) values ('SHARE','SNOW_PSFT',to_date('01-JAN-00','DD-MON-RR'),'A','ServiceNow Journal Template','SN','A','BF',null,'N','SN','J','ServiceNow External Journals','ServiceNow Journal Template',' ',' ','D','1','D',' ',' ','N','Y','A','GN-JG');
   

   Insert into PS_JRNLGEN_REQUEST(OPRID,RUN_CNTL_ID,REQUEST_NBR,PROCESS_FREQUENCY,PROCESS_STATUS,PROCESS_INSTANCE,PROCESS_ORIG,DTTM_STAMP_SEC,SETID,FROM_DT_OPTN,FROM_DT,TO_DT_OPTN,TO_DT,APPL_JRNL_ID,LEDGER_GROUP,BUSINESS_UNIT,ACCTG_DEF_NAME,JRNL_EDIT_OPTN,JRNL_BGTCHK_OPTN,JRNL_POST_OPTN,RTM_PRCS_FLG) values ('VP1','SN-PSFT',1,'A','C',200255,'P',to_timestamp('16-JUL-20 02.03.43.204000000 PM','DD-MON-RR HH.MI.SSXFF AM'),'SHARE','N',null,'C',null,'SNOW_PSFT','RECORDING',' ','SNOW_PSFT','Y','N','N',' ');

   Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN-PSFT','ENG','O');
   Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN_LOAD_1','ENG','O');
   Insert into PS_PRCSRUNCNTL (OPRID,RUN_CNTL_ID,LANGUAGE_CD,LANGUAGE_OPTION) values ('VP1','SN_PSFT_AP_VOUCHER_BUILD','ENG','O');
   

5. Configure a connection record for the Oracle Peoplesoft Financial spoke.
   1. Log in to the ServiceNow instance as an admin.
   2. Navigate to All > Process Automation > Flow Designer
   3. Select the Connections tab.
   4. Locate the Oracle_PeopleSoft alias and click View Details.
      Note:

      Don't click Add Connection.

      
   5. Click Configure.
      
   6. On the Configure Connection, fill in the fields.

      Field	Description
      Connection Name	Name to uniquely identify the connection.
      Connection URL	Base URL obtained from the generated WSDL URL. Note: Remove the <webservice-endpoint>.wsdl part of the WSDL URL while specifying the Connection URL.
      User name	User name of your Oracle Peoplesoft Financial account.
      Password	Password of your Oracle Peoplesoft Financial account.

   7. Click Configure Connection.
6. Provide Oracle Peoplesoft Financial credentials to use the Process Trigger action.
   1. Log in to the ServiceNow instance as an admin.
   2. Navigate to Oracle Peoplesoft Credentials > Oracle Peoplesoft Credentials.
   3. Click New.
   4. On the form, enter the username and password of user with the required permissions.
   5. Click Submit.
7. Retrieve details of the daily suppliers up to the required date.
   1. Log in to the ServiceNow instance as an admin.
   2. Navigate to PSFT Flow Execution > PSFT Flow Executions.
   3. Click New.
   4. Select the date up to which you want to retrieve the daily suppliers data in Last Successfull Execution.
   5. Click Submit.
   Based on the trigger you have configured in the Polling Suppliers subflow, data is retrieved periodically. To view the data, navigate to PSFT > PSFT Data.