Easy migration to a new Chart of Accounts

Chitra Kanakaraj

Agenda

• The University of Waikato• Easy migration to a new Chart of Accounts

without affecting the subsystems that uses the COA

• Oracle 11g feature Rules Manager and Expression Filter

• Oracle Business Rules

The University of Waikato

• About Me• What was the need to migrate to New COA• Impact of the change• How to ...• Wondered how to modify and manage

business logic easily

Uow Transactions per YearSystems Transactions per year

Receivables 21,000

Payables 66,000

PCard 32,000

Journals 1,000

Anfield Transactions are included in Payables stats

Assets 160,000

Payroll 1,100,000 distribution lines

JadeSMS 82,000

Printcost 5,000

UOW COA StructureCOA Structure

Segment1 Segment2 Segment3 Segment4 Segment5 Segment6

OLD 99 A9 AA99 AA AA99 A999

NEW 99 A9 AA99 99 9999 A999

Modify and Manage Business logic

• Oracle 11g feature Rules Manager and Expression Filter

• What is this?• How it works?• Skills Needed• Practical Implementation

Rules Manager

• Rules manager API - Defines, manage and enforce complex rules in Oracle Database

• This API can be used across multisession and environment

• Rules manager can model any event-condition-action(ECA)-based system.

• Applications for Rules Manager are ...

What is a Rule?

• Typically, rules follow Event-Condition-Action (ECA)

• The ECA components are defined as:• Event -- the state information for the process• Condition -- the Boolean condition that

evaluates to true or false for the event• Action -- the action to be carried out if the

rule condition evaluates to true for the event.

Rules Manager Implementation Process

What is My ECA

Create Event Structure

PL/SQL Code to Create Event Structure

• CREATE TYPE validCOA AS OBJECT (Seg1 VARCHAR2(2), Seg2 VARCHAR2(2),Seg3 VARCHAR2(4),Seg4 VARCHAR2(2),Seg5 VARCHAR2(4),Seg6 VARCHAR2(4));

Toad image of Event Structure

Create the rule class for the event structure.

PL/SQL Code to Create Rule Class

• BEGIN dbms_rlmgr.create_rule_class ( rule_class => 'COARules', event_struct => 'validCOA', action_cbk => 'getGatePass', actprf_spec => 'SubSystemName

VARCHAR2(50)'); END;

TOAD Image of Create Rule Class

Toad Image of the Rules Table

Toad Image of the Callback Procedure

Modify the Procedure getGatePass

If rlm$rule.subsystemname = 'UniMarket' then dbms_output.put_line ('This is a valid COA

code for the UniMarket Sub System');end if;If rlm$rule.subsystemname = 'StaffClaim' then dbms_output.put_line ('This is a valid COA

code for the StaffClaim Sub System');end if;

Toad Image of the Modified Procedure

Insert Row in the Rules Class Table

• Each row inserted typically contains a rule identifier, a condition, and values for action preferences.

• Adding rules consists of using the SQL INSERT statement to add a row for each rule.

PL/SQL Code to Insert Rows in the Rules Class Table

• --COA Rules for the UniMarket subsystemINSERT INTO COARules (rlm$ruleid,

SUBSYSTEMNAME, rlm$rulecond)VALUES ('987', 'UniMarket','REGEXP_INSTR(Seg5, ''^8[4-5][0-9][0-9]$'') > 0

and REGEXP_INSTR(Seg4, ''^[2,4,6,9]0$'') > 0');

PL/SQL Code to Insert Rows in the Rules Class Table

--COA Rules for the StaffClaim subsystemINSERT INTO COARules (rlm$ruleid,

SUBSYSTEMNAME, rlm$rulecond)VALUES('973', 'StaffClaim','REGEXP_INSTR(Seg5, ''^2[0-6][0-9][0-9]$'') > 0

and REGEXP_INSTR(Seg4, ''^[2,4,6,8]0$'') > 0');

Toad Image of the Insert Rows in the Rules Class Table

Toad Image of the Rules Table after inserting two rows

Process the rules for an event

• Use the dbms_rlmgr.process_rules( ) procedure to process the rules in a rule class for an event instance.

• Processing the rules consists of passing in an event instance as a string of name-value pairs (generated using the getVarchar( ) procedure)

PL/SQL Code to Process the Rules

• BEGIN• dbms_rlmgr.process_rules (• rule_class => 'COARULES',• event_inst => VALIDCOA.getVarchar('XX', 'XX',

'xxxx', '60','8573', 'zzzz'));• END;

Toad Image of Processing the Rules

Toad Image of the Process Output

Shocking News

Oracle Issued an Obsolescence Notice

• Obsolescence Notice: Rules Manager and Expression Filter features of Oracle Database are obsolete in the next major release after Oracle Database 11g Release 2 (11.2).

• Support will only be available for the life of Oracle Database Release11g Release 2.

See My Oracle Support Note ID 1244535.1 for more information.

Replacement ProductOracle Business Rules

Basic Oracle Business Rule Concepts

Overview of the Business Rules Component

Creating a Business Rule Component

1

2

Input...Output....

Define initial XML Facts

Define initial XML Facts

Define Decision Service name in Advanced tabDefine Decision Service name in Advanced tab

3

5

4

Tick to expose Tick to expose

Input XML Schema

Rules Editor in Jdeveloper - Facts

Facts TypeFacts Type

Element attributes derived from the input schema

Element attributes derived from the input schema

Bucketset Attached with Attributes

Bucketset Attached with Attributes

Rules Editor in Jdeveloper - Bucketsets

Constraints for Seg5

Constraints for Seg5

Range or LOVRange or LOV

Rules Editor in Jdeveloper - Rulesets

RuleSetRuleSetIF/THEN

ConditionIF/THEN

Condition

ConditionIf Seg5 is between 8400 to 8599 and Seg4 is

any value in (20, 40, 60, 80)

ConditionIf Seg5 is between 8400 to 8599 and Seg4 is

any value in (20, 40, 60, 80)

ActionModify the systemName value to “UNIMARKET”

ActionModify the systemName value to “UNIMARKET”

RuleRule

Rules Editor in Jdeveloper – Decision Functions

Web Service for executing exposed decision functions for underlying

Oracle Business Rules

Web Service for executing exposed decision functions for underlying

Oracle Business Rules

Deploy Web Service

• Business rules created in an SOA application are deployed as part of the SOA composite when you create a deployment profile in Oracle JDeveloper.

• The SOA composite application ‘COA_RULES_CHITRA’ is deployed to Oracle Enterprise Manager 11g.

• Test the Decision Service in the Oracle Enterprise Manager.

Testing the Web Service

Input values for Seg4, Seg5,SystemName

Input values for Seg4, Seg5,SystemName

Testing Web Service

Out Put Modified value for the SystemName

Out Put Modified value for the SystemName

Summary

• Yes you can easily migrate to a new Chart of Accounts in eBusiness Suite, without affecting the subsystems that uses the Chat of Accounts.

• How :- By having the business logic as rules or expressions in an Oracle 11g table or exposing the business logic as a Decision Service.

• Products :- Oracle 11g Rules Manager and Expression Filter OR Oracle Business Rules

Questions and Answers