Overview

This manual is divided into several sections, each focusing on a specific aspect of the Oracle Fusion-Kognitos integration.

Introduction

The integration of Oracle Fusion with Kognitos offers a powerful and intuitive way to interact with Oracle Fusion data and functionalities. This integration enables users to perform a wide range of operations on Oracle Fusion objects, including querying, creating, updating, and deleting records, managing attachments, and automating processes, all through the use of Kognitos’ natural language processing capabilities. This section provides an overview of the Oracle Fusion-Kognitos integration and outlines the prerequisites for using Oracle Fusion on Kognitos.

Prerequisites for Using Kognitos with Oracle Fusion

Before you can start using Kognitos to interact with Oracle Fusion, there are several prerequisites that need to be met:

Oracle Fusion Account: You need to have an active Oracle Fusion account. If you do not have one, you can sign up for an Oracle Fusion trial account to get started.
API Access: Ensure that your Oracle Fusion account has API access enabled. API access is required for Kognitos to communicate with Oracle Fusion.
Credentials: Obtain your Oracle Fusion instance URL, username, and password. These credentials are necessary for establishing a secure connection to Oracle Fusion.
Basic Understanding of Oracle Fusion Objects: While Kognitos simplifies interactions, having a basic understanding of Oracle Fusion objects (e.g., Purchase Order, Invoice) and their relationships will help you automate more effectively with Kognitos.

Once these prerequisites are met, you are ready to start leveraging the power of Kognitos to enhance your Oracle Fusion experience, making it more accessible, efficient, and customizable.

Setting Up Oracle Fusion Connection

Connecting to Oracle Fusion

To interact with Oracle Fusion using Kognitos, establishing a secure connection to your Oracle Fusion instance is the first critical step. This section outlines the credentials required for this connection and provides a detailed, step-by-step guide to connect successfully.

Required Credentials

To connect to Oracle Fusion, you will need the following credentials:

Fusion Instance URL: The base URL of your Oracle Fusion instance. This URL is unique to your organization and can be found in the address bar when you are logged into Oracle Fusion. It typically follows the format https://<your_instance>.oraclecloud.com.
Username: The email address or username associated with your Oracle Fusion account.
Password: The password for your Oracle Fusion account.

Learning the Oracle Cloud Fusion book (Integration)

Gather Credentials: Ensure you have all the required credentials: Fusion Instance URL, Username, Password
Navigate to the Department tab of Kognitos and search for Oracle Cloud Fusion.
Click on + Book button on the right of the card

Add credentials when you are prompted

Note: In case you see Test and Production credentials separately you can add both. If you don't have two sets of credentials you can use the same credentials in both.

Successful integration: Once the book has been learnt successfully, you are ready to perform various operations on Oracle Cloud Fusion. You can now fetch data, create new records, update existing ones, delete records, manage files, and more.

Working with Oracle Fusion Objects

Interacting with Oracle Fusion objects is a core functionality when integrating Oracle Fusion with Kognitos. This section covers how to fetch data, create and modify Oracle Fusion objects, and delete them when necessary.

Fetching Data

To fetch data from Oracle Fusion, you can use the following commands:

get a fusionobject's thing

get fusion's thing

Creating and Modifying Oracle Fusion Objects

Adding New Records

To add a new record to Oracle Fusion, you need to specify the type of object you're creating and provide the necessary field values.

Example:

create a thing in fusion with
    the thing's name is "New Purchase Order"
    the thing's date is "2023-12-31"
    the thing's status is "Pending"

This command creates a new purchase order with the specified name, date, and status.

Updating Existing Records

To update an existing Oracle Fusion object, you must identify the object by its ID and specify the fields you want to update.

Example:

the fusionobject's ID is "12345"
change the fusionobject's status to "Approved"

This command updates the status of the specified purchase order to "Approved".

Deleting Oracle Fusion Objects

Single Deletion

To delete a specific Oracle Fusion object, you need to specify the object and its ID.

Example:

the fusionobject's ID is "12345"
delete the fusionobject

This command deletes the Oracle Fusion object with the specified ID.

By following these guidelines, you can effectively manage Oracle Fusion objects in Kognitos, from fetching and creating records to updating and deleting them as needed.

Managing Attachments

Managing attachments within Oracle Fusion objects is a common requirement for many business processes. Whether it's attaching documents to invoices, downloading attachments for analysis, or removing outdated files, efficient attachment management is crucial.

Attaching Files to Oracle Fusion Objects

Attachment Process

Example: Attaching a PDF Document to an Invoice

create invoice's attachment with
    the file path is "/path/to/document.pdf"
    the invoice's ID is "67890"
    the file type is "PDF"

This command specifies the file to attach (document.pdf), identifies the Oracle Fusion invoice by its ID, and indicates the file type. Kognitos handles the process of attaching the file to the specified Oracle Fusion invoice.

Downloading Files from Oracle Fusion Objects

Retrieving Attached Files

Example: Downloading a Document Attached to an Invoice

get invoice's attachment with
    the invoice's ID is "67890"
    the file name is "document.pdf"

This command retrieves an attached file (document.pdf) from a specified Oracle Fusion invoice. Kognitos facilitates the download process, making the file available for local use or review.

Detaching Files from Oracle Fusion Objects

Removing Attachments

Example: Removing an Outdated Document from an Invoice

detach the file from the invoice with
    the invoice's ID is "67890"
    the file name is "old_document.pdf"

When a file, such as an outdated document, needs to be removed from an Oracle Fusion invoice, this command specifies the invoice and the file to be detached. Kognitos processes the request, removing the specified attachment from the Oracle Fusion invoice.

Glossary of Terms

API (Application Programming Interface): A set of rules and protocols for building and interacting with software applications. Oracle Fusion API allows external services like Kognitos to communicate with Oracle Fusion to retrieve or modify data.
CRM (Customer Relationship Management): A technology for managing all your company's relationships and interactions with customers and potential customers. Oracle Fusion is a leading CRM platform.
Fusion Object: A database table in Oracle Fusion. Common standard objects include Purchase Order, Invoice, and Customer. Users can also create custom objects to store specific business data.
Fusion Record: A single data entry within a Fusion object. For example, a purchase order record in the Purchase Order object.

By following this documentation, you can effectively utilize the Oracle Fusion-Kognitos integration to manage your Oracle Fusion data and processes efficiently.