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Introduction

This article is intended to be used as a ready reference handbook for either Technical/Functional/Techno-Functional/Functional Test Engineer / Business User.

While in most cases an expert Fusion Application Functional / Techno Functional Consultant is expected to be aware of how to initiate a self-service transaction in Oracle Fusion Application a newbie can face issues because implementers usually login with an Admin user profile and hence it should not be a surprise if they are unaware of initiating self-service transactions.

Also this article could be of use to Functional Tester / Business End Users who would be using Fusion Applications for the first time and would like to get started with the work in case there isn’t a formal handover or training planned.

So without much delay let’s get started.

Self-Service Transactions

As the name suggests these are some transactions which are carried out in the system by the individual. Typical examples could be Change in Location, Request for Transfer, Change Manager, Termination and many more. A complete list in tabular format below

Sample Example – Initiate Termination

While some of the above transactions are auto approved ones like Manage Person where you would be able to change personal details like Phone Number, personal email id  ..etc

Some of the transactions do go through an approval process.

In this example we would try to initiate a termination action.

Login to application with proper login credentials (in this case Robert Jackman)

Click on the ‘Sign In” button and this will take you to the HomePage

Next click on the Navigator Icon on the top left hand side beside the Company Logo and this will bring a Pop-Up List.

 

Choose the 'My Portrait' icon under 'About Me'.

 

This is the place where from one would be able to execute most self-service transactions

The Actions Tab on the left hand side area of the page, when expanded. lists 'all actions' that are available.

 

Note: Use the ‘All Actions’ hyperlink text to view all the actions.

Choose the terminate action for initiating a transaction

 

Once you click there you will either be navigated to the termination screen or shown a message in case there are dependencies (as in this example)

In your case if there are no dependencies you should be able to proceed with the termination.

This was just a sample example and you may try out the other available options and explore more.


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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