HDL Tutorial : How to Create Employee Bank accounts and Assign to Employees through HDL in Oracle Cloud

HDL Tutorial : How to Create Employee Bank accounts and Assign to Employees through HDL in Oracle Cloud

In this post , We will be try to Create Employee Bank Accounts and then assign them to Employees. These Bank accounts require for EFT payments against employee expenses. The payment for the Employee Expense reports credits/comes in these bank accounts. To create bank accounts , We first needs to Create the Account Bank & its branches first in Oracle cloud. I have already shared the Post , regarding how to create Bank & Branches in Oracle cloud.

 

To Create Employee Bank Accounts and then Assign to Employees , we will use HDL tool. HDL has given the two metadata to create Bank Accounts and then assign to Employees. We will put both these in single HDL file 'ExternalBankAccount.dat'.

 

 

Step by Step to Create Employee Bank accounts and Assign to Employees through HDL in Oracle Cloud

Step1:- We needs to find the Metadata to create the Employee Bank accounts and then assign to Employees.

 

We should have Employee number to assign the bank accounts to that employee in Oracle cloud.

 

Step2:- These below two metadata we need to create and assign the bank accounts to employee.

 

First Metadata

 

Here below I am sharing the sample data too for this First MetaData. We need to have Bank & Branch name to create the Bank accounts.

 

METADATA|ExternalBankAccount|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode
MERGE|ExternalBankAccount|CITIBANK|CITI4555555|IN|5678765521677544|INR

 

 

Second MetaData

 

Here below I am sharing the sample data for this Second MetaData. We need to have Bank & Branch name and Employee Number too to assign the Bank accounts to Employee.

 

 

METADATA|ExternalBankAccountOwner|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode|PersonNumber|PrimaryFlag
MERGE|ExternalBankAccountOwner|CITIBANK|CITI4555555|IN|5678765521677544|INR|67825922|Y

 

 

Then after that We need to put both these two Metadata in the Single HDL file named 'ExternalBankAccount.dat'.

 

 

METADATA|ExternalBankAccount|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode
MERGE|ExternalBankAccount|CITIBANK|CITI4555555|IN|5678765521677544|INR

 

METADATA|ExternalBankAccountOwner|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode|PersonNumber|PrimaryFlag
MERGE|ExternalBankAccountOwner|CITIBANK|CITI4555555|IN|5678765521677544|INR|67825922|Y

 

 

Here below is the sample file having both these two metadata's.

 

Step5:- After this we need to put this File under ExternalBankAccount ZIP folder.

 

 

 

Step 6:- Once we have prepared the Zip files then we need to import these file in Oracle cloud with the help of HDL tool as below. Once the zip file have been prepared. Then We need to go Data Exchange

 Then Data Exchange ==> HCM Data Loader ==> Import and Load Data

Import the External Bank Accounts zip file in cloud application and check the results after that.

HDL Tutorial : How to create External Bank Accounts Through HDL in Oracle Cloud

HDL Tutorial : How to create External Bank Accounts Through HDL in Oracle Cloud

This is the sixth part of the HDL Tutorial. In the last post , We discussed about how we can import External Bank & Branches in Oracle cloud application through HDL tool. In this post , We will be discuss about once the bank & Branches have been imported in oracle cloud then how we can created the external bank accounts for these bank & branches. Here below is the complete tutorial of the External Bank Account creation through HDL in Oracle Cloud.

Before Starting this post , I would recommend to go first , previous post of this Tutorial

HDL Tutorial : How to Upload Bank & Branches in Oracle cloud through HDL
 

To Create External bank accounts oracle cloud has given us the Business object name 'ExternalBankAccount' as I already mentioned how we can find the different types of business objects in HDL.

 

Here below you can Lookout for external Bank account Business object to Import bank accounts in Oracle cloud.

  

For External Bank Account business object is "ExternalBankAccount"

 

 

 

Step2:- Once we found the Business Object for External Bank Accounts , Then We need to use this Business Object to Import/Upload

External Bank Accounts Through HDL .

Bank Import :-

For External Bank Accounts  , We need to prepare the Data in this Below Format.

"METADATA|ExternalBankAccount|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode" is the MetaData which will always be constant and from line second , we need to enter the External Bank Accounts information's which we want to import in Oracle Cloud Application

METADATA|ExternalBankAccount|BankName|BankBranchName|CountryCode|AccountNumber|CurrencyCode
MERGE|ExternalBankAccount|HDFC BANK|HDFC000105|IN|04563333300|INR
MERGE|ExternalBankAccount|HDFC BANK|HDFC001205|IN|04523494800|INR

Step5:- Once you have prepared the Data for External Bank Accounts then we need to follow these below steps.

 

For External Bank Accounts  , We need to prepare the File ExternalBankAccount.dat.

Once these files will be prepared then we need to put ExternalBankAccount.dat file in ExternalBankAccount.Zip folder

 

Step 6:- Once we have prepared the Zip files then we need to import these file in Oracle cloud with the help of HDL tool as below. Once the zip file have been prepared. Then We need to go Data Exchange

Then Data Exchange ==> HCM Data Loader ==> Import and Load Data

Import the External Bank Accounts zip file in cloud application and check the results after that.

 

HDL Tutorial : How to Upload Bank & Branches in Oracle cloud through HDL

HDL Tutorial : How to Upload Bank & Branches in Oracle cloud through HDL

This is the fifth Part of the HDL Tutorial , In this post, We will be discuss about , How we can mass upload Bank & Branches in Oracle Cloud application. HDL is the Interface which help us to Import the Bank & Branches from external system in to Cloud system. We can upload mass number of bank and branches records in cloud application with the help of HDL tool. HDL has given us the business object which supports Bank & Branches. First of all , We need to find this business object look our for mandatory information's , which required for HDL business object to import Bank & Branches.

If you want to search the Business Object for Bank & Branches then you can need to follow these below steps.

 

Go to Navigator ==> Then below Data Exchange

 

Then Data Exchange ==> HCM Data Loader ==> View Business Objects

 

 

Step2:-  As below , these are the Business Objects , supported by HDL. We can find all the Data Objects of HCM supported by HDL.       

 

Here below you can Lookout for Bank & Branches Business object to Import Bank & Branches in Oracle cloud.

 

For Bank business object is "Bank"

For Branches business object is "BankBranch"

 

 

Step 3:- Once we found the Business Object , Then We need to use this Business Object to Import/Upload Bank & Bank Branches.

 

Bank Import :-

For Bank , We need to prepare the Data in this Below Format.

"METADATA|Bank|BankName|BankNumber|CountryCode" is the MetaData which will always be constant and from line second , we need to enter the Banks information's which we want to import in Oracle Cloud Application.

 

METADATA|Bank|BankName|BankNumber|CountryCode
MERGE|Bank|HDFC BANK||IN
MERGE|Bank|STATE BANK OF INDIA||IN

 

Bank Branches Import:-

For Bank Branches , we need to Prepare the Data in this Below Format.

 

"METADATA|BankBranch|BankBranchNumber|BankBranchName|BankName|CountryCode|EftSwiftCode" is the MetaData which will always be constant and from line second , we need to enter the Banks information's which we want to import in Oracle Cloud Application.

 

METADATA|BankBranch|BankBranchNumber|BankBranchName|BankName|CountryCode|EftSwiftCode
MERGE|BankBranch|HDFC0000110|HDFC0000110|HDFCBANK|IN|

MERGE|BankBranch|HDFC00001340|HDFC00001340|HDFC BANK|IN|

 

Step4:- Once you have prepared the Data for Bank & Bank Branches in different -2 files.

 

For Bank , We need to prepare the File Bank.dat and for Bank Branches We need to prepare the File BankBranch.dat

 

Once these files will be prepared then we need to put Bank.dat file in Bank.Zip folder and BankBranch.dat file in BankBranch.Zip folder.

 

 

Step 6:- Once we have prepared the Zip files then we need to import these file in Oracle cloud with the help of HDL tool as below. Once the zip file have been prepared. Then We need to go Data Exchange

 

 

Then Data Exchange ==> HCM Data Loader ==> Import and Load Data

Import the Bank and then BankBranch zip file in cloud application and check the results after that.