1) Install System administrator module

2) Create Sys Admin responsibilities for each of the above modules You need to create one responsibility for each ope
3) Define a User in Sys Admin Responsibility and assign the above Responsibilities to it
4) Create a Global Location for the Business Group in Inventory or HR module This step is applicable if you have any b
5) Define a Business Group in Inventory module (Others-Business Group information can be kept pending)This step is
6) Classify the same Business Group as HR (Human Resource) Organization in the same window.
7) Create a Chart of Accounts in GL module.
8) Define Value Sets (GL or Sys Admin).
9) Define Structure of the Segments,(( G.L. or S.A.).
10) Create Accounting Calendar.( GL).
11) Define Functional Currency,( GL).
12) Define Transaction Calendars,( GL)
13) Create Set of Books ( GL).
14) Associate Responsibilities with Business Group.( SA)
Define following System profiles in SA at Responsibility level for each Responsibility created above.
a) GL:- Set of Books Name ,b) HR: Security Profile, c) HR Business Group, d) HR: User Type
15) Define a Workday Calendar and build It.( INV).
16)Define Locations for each Legal Entity, Operating Unit, Inventory Organization, Item Validation Organization etc.( IN
17)Define GRE/legal entity/es,( INV)
17) Define Operating Units,(INV)
18) Create Master Inventory Organization,( INV)
19) Define Item Validation Organization if applicable( INV)
20))Define Inventory Organizations( INV)

Define Organization Relationships for LE, OU,Inv.Org., Master Inventory Organization, Item Validati
Enter Inventory Parameters in Master Inventory Organization, Item Validation Organization and each Inventory Organiz
Enter Receiving Options for each Inventory Organizations, Master Item Organization and Item Validation Organization.
Set the profile Option MO: Operating Unit at Responsibility level for each responsibilities defined above .( SA).
Define Receipt batch Source( AR)
Create Transaction batch Source( AR)
Set the following Profile Options specific to Operating Units( SA)

) Define Inventory Organization Security ( Organization access)

Verify Order Management System Parameter Settings( OM)
Secure Balancing Segment Values by Legal Entity (SA)
Convert to Multiple Organization Architecture choosing the option 'convert to Multiple organization Architecture' in the A
Run the Multi-Org Setup Validation Report separately for each operating unit for identifying setup problems( SA)
Implement Document Sequencing( OM)
Set Top Reporting Level Profile Option ( SA)
Set Up Conflict Domains( SA)
Classify inventory organizations as per requirements to 'Asset organization' Please insert this
Create one EAM inventory organization for assigning all asset items, ( Check the check box 'EAM enabled' and select
Classify all Operating units, Legal entity, Inventory organizations as HR Organization as per your business need
Change organization: When you set up Oracle Inventory for this
first time, no organizations exist. After you define an organization and set parameters, Change to one of the organizatio

With the completion of above steps,you have created Multi Organization structure in your Oracle Applications instance

INVENTORY SET UP STEPS :

) Define Your System Items Flexfield.All key flxefields are global and hence needs to be defined only once per enterpri
Define Your Item Categories Flexfield
Define Your Item Catalog Group Flexfield
Define Your Stock Locators Flexfield,
Define Your Account Aliases Flexfield
Define Your Sales Orders Flexfield
Define your Employees This can be done only after you set up HR module
) Define Your Intercompany Relations.This can be done only after completing the following steps
Define Your Picking Rules and attach with inventory organization,
49) Define Your ATP Rules and attach with inventory organization,
50)Define Your Planners. This can be done only after defining employees and after defining items in master inventory o
Define Unit of Measure Classes,
52)Define Unit of Measure,
53)Define Unit of Measure Conversions,
54)Create at least one subinventory for each inventory organization,
55) Define Your Stock Locators,
Define Your Item Attribute Controls,
57) Define Your Item Categories,
58) Define Your Item Category Set,
59)Define Your Default Item Category Sets,
60)Define Your item Statuses,
61)Define Your Item Catalog Groups,
62) Define Your Item Types,
63)Define Your Item Templates,
64)Define all types of items such as Inventory Items, Asset Items, Expense Items, Container items, Vehicles Items etc.
65) Define Your item Cross-References Types,
66)Define Your Item Delete Constraints,
67)Define Your Item Cost Types,
68) Define Your Cost Activities,
69)Define Your Material Dub-Elements,
70) Define Your Material Overheads,
71)Define Your Default Material Overhead Rates,
72)Define Your Freight Carriers,
73)Define Your Organization Shipping Network,
74)Define Your Shipping Methods,
75)Define Your Movement Statistics Parameters,
76)Define Economic Zones,
77)Define Your Account Aliases,
78)Define Your Transaction Source Types,
79)Define Your Transaction Types,
80)Define Your Transaction Reasons,
81)Open Your Accounting Periods,
82)Request Your Interface Managers,
83)Set System and User Profile Options( SA and INV)
84)Define Your Container Types,
85)Define Your Commodity Codes,
86)Define Your Customer Items,
87)Define Your Customer Item Cross References,
88)Define Your Notification List,
89)Define Shortage Parameters,
90)Define Kanban Pull Sequences,
Define Inventory Descriptive flexfields.

General Ledger module set up steps ;

If you want to use period types not installed with General Ledger, define your accounting period types,
93) Setup Journal Approval.
94) To enter and maintain transactions for multiple currencies, define conversion rate types and (optional) enter your d
95) For multiple currency translations, enter your period end rates, average rates, historical rates, and amounts.
96) Define additional journal entry sources and categories. If you have enabled average balance processing, specify a
97) Define suspense accounts.
98) Define transaction codes if you have a public sector installation .( Public sector Application)
99) To use automatic intercompany balancing, define intercompany accounts. If you choose to use intercompany balan
100) Create summary accounts.
101) Define statistical units of measure.
102) Define Journal Reversal criteria.
103) Set up Automatic Tax Calculation ( if you do not have Oracle Receivables and Oracle Payables installed).
104) Define your automatic posting criteria.
105) Define encumbrance types.
106) Set your System controls.
107) Set your General Ledger user profile options.
108) Open an accounting period.
109) Setup Budgets.
110) If you enabled budgetary control, define one or more budgetary control groups.
111) Set up the Global Consolidation System (GCS).
112) Set up the Global Intercompany System.
113) Define Your GL Descriptive Flexfields,
) Create Accounting Keyflexfield( Please insert this step between 91 and 92),You need to define once for Enterprise,.
115) Define the following Human Resources Key Flexfields (HR).You need to define only once per enterprise.

Define other information of Business Group( Others Tab), 117) Define Tax Codes in AP module,

PURCHASING MODULE:
Purchasing module must be set up separately for each operating unit in which you intend to perform the functions

Define jobs
Define Positions,( HR),
Create position hierarchy( HR),
Define Financial Options for each operating unit
Set up Oracle Workflow( Workflow),
Decide How to Use the Account Generator(Workflow)
Open Purchasing Accounting Periods
Define Subinventory location ( if required),
Define Payment Terms( Po or AP),
Define Purchasing user name and Buyer for each Operating Unit
Define offline approvers user name.( if applicable),
Define approval groups. For each operating unit
) Assign approval groups .for each operating unit
Fill employee hierarchy after defining position approval hierarchies,.
Define Purchasing document types for each operating unit,.
Define Purchasing look up codes
) Define inspection codes
Define Standard Attachments
) Define Purchasing Options for each operating unit
Define purchasing Line Types
Start the Purchasing Database Administrator
Set Up Transaction Managers and Resubmission Intervals(SA),
Define Suppliers(PO or AP),
Set Up Workflow Options
Submit Workflow-Related Processes,
Define Purchasing Descriptive Flexfields
Set Up Automatic Sourcing rules
Perform Additional System Administrator Setup
Define Manufacturing System and User Profiles for each operating unit,

ACCCONTS PAYABLES:-

This module must be set up separately for each operating unit in which you intend to perform the functions. The set up

Enable currencies that you plan to use.(GL),

If you want to enter foreign currency transactions, define additional rate types, and enter your daily rates.(GL),
149) Define your accounting period types and accounting calendar periods.(GL),
150) set of books, use the Application Developer responsibility to set the GL Set of Books ID profile option to Updateab
151) Define AP descriptive flexfields,
152) Define Payables Lookups,.
153) Define distribution sets. You can use a distribution set to automatically enter distributions for an invoice. If you use
154) If you use Payables to enter employees in your enterprise, enter employee lookups.(HR),
155) Define payment programs,
156) Update country and territory information, and assign flexible address formats.(AR),
157) Implement sequential voucher numbering (SA),
158) Implement Budgetary Control in General Ledger.(GL),
159)Select your primary set of books. If you use Multiple Organization Support, perform this step for each operating un
160) Set System profile options.(SA),
161)Define Financial Options for each operating unit,
162) Define Payables Options for each operating unit,
163) Define special calendars for key indicators, recurring invoices, payment terms and withholding tax,.
164) Define your payment terms. If you have already defined these in Purchasing module, you need not to do here ,
165) If you plan to use automatic withholding tax, define Tax Authority type suppliers,. You must do this before defining
166) Define banks, bank transmission details, and bank accounts. If you use Multiple Organization Support, perform hi
167)Define request sets,.
168) Assign Reporting Set of Books. If you use Multiple Organization Support, perform this step for each operating uni
169) Define your purchase order matching and tax tolerances. If you use Multiple
Organization Support, perform this step for each operating unit,
170) Define invoice hold and release names. You use these codes to apply and release holds from invoices,
171) If you want to use Automatic Interest Calculation, define payment interest rates,
172) If you want to use Payables or Oracle Internet Expenses to enter employee expense reports, create templates for
173) If you use recoverable tax, then define tax recovery rules. If you use Multiple Organization Support, perform this s
174) Define tax codes, and if you use automatic withholding tax, define withholding tax groups. If you use Multiple Orga
175) Define tax groups to group your tax codes. If you use Multiple Organization Support, perform this step for each op
176) Define withholding tax certificates and exceptions. If you use Multiple Organization Support, perform this step for
177) Define one or more reporting entities for your organization for income tax reporting. If you use Multiple Organizati
178) Define additional United States 1099 income tax regions.( Applicable to USA implementations only),
179)Define any additional payment formats. If you plan to define foreign currency or multiple currency payment formats
180)Open your Payables accounting period,.
181) Define the format for the Invoice Aging Report,.
182) Print Styles and Drivers for the Supplier Mailing Labels Report(SA),
183) If you use credit cards or procurement cards, then set up credit card programs,
184) If you want to use the Invoice Approval Workflow to automate your approval process then enable the feature and

ENTERPRISE ASSET MANAGEMENT:

To implement Enterprise Asset Management, you must have the following required( mandatory)
Modules installed:

Set up Workflow,
281)Set up a separate EAM organization in Inventory module and then define and assign all asset items to it,( INV)
282) Enable other Inventory organizations as asset organization as per requirements and attach the main EAM organiz
283) Set Up Areas to logically sort assets by the zones in which they reside.(EAM),
284) To define departments (crews) ( EAM or BOM),
285)Define Resources (crafts)( BOM module),
286)Define Department Approvers(EAM),
287) Defining Miscellaneous Documents(EAM) You can create text and files, such as spreadsheets, graphics, and OLE
288) Defining Asset Lookups, Work Request Lookups, and Work Order Lookups.
codes( EAM),
289) Setting Up Category Codes(INV) Category codes are used as naming conventions for assets by creating classes
290) To set up category sets( INV),
291) Define Asset Groups in master item window( INV) Asset Group (Asset Group or Rebuildable Item) names should
292) Create Asset Activities in item master window( INV) and assign to various organizations as per need. Activities pr
293)Associate assets with asset Activities (EAM),
294) Setting Up Asset Attributes( INV DFF)You can define common characteristics data specific to Asset Groups, such
295)Associate Asset group with attribute group(EAM),
296)Create asset document attachment(EAM),
297)Define asset number,(EAM),
298) Defining Asset Routes(EAM0 You may need to perform an Activity on multiple Asset Numbers. To eliminate the po
299)Create Asset Bills of Material( BOM). You can identify and select the required items that make up an asset. A bill o
300) To create a PM schedule definition(EAM),
301To create an Activity Suppression definition(EAM),
302)Define maintenance routes.(EAM). A Maintenance Route is the set of operations or jobs necessary to perform an
303) Setting Up of Maintenance Bills of Material( EAM/BOM)
304)Associate Asset Numbers with Activities,(EAM),
305)Create Activity Template(EAM),
306)Define Rebuildable Items in master item window and assign to different organizations as per requirements( INV),
307)Associate Rebuildable Items with activities,(EAM),
308)Define a Bills of Materials for rebuildable items,(BOM),
309)To define Non-Stock Direct items in Master item window in Inventory module(INV),
310)Carry out Project and Task set up,(EAM)
311)Define preventive maintenance Meter Templates(EAM),
312)Define Meters,(EAM),
313) Associate Meter Templates with Asset Groups(EAM),
314) Associating Meters with Asset Numbers(EAM),
315) Defining Set Names(EAM). A PM schedule for an Activity and an Asset Number or Asset Group must uniquely be
316) Defining a Preventive Maintenance Template(EAM),
317) To define a Preventive Maintenance Schedule for an asset number(EAM),
318) To define a Preventive Maintenance Schedule on an asset route(EAM):
319)Define a Master Demand Schedule MDS name( MRP/EAM),
320) Defining a Material Requirements Plan Name(MRP/EAM).
Defining Plan Options(MRP)
322) Creating Collection Elements
Collection elements are the basic building blocks of collection plans, the data structures
that you use to collect Quality results.(Oracle Quality),
323) Creating eAM Quality Collection Plans(Oracle Quality). You create collection plans to identify the data that you wa
324)Set up outside Service Processing(INV,PO,BOM,WIP),
325) Setting Up Direct Items.Set Supplier information in Financial options window in Purchasing module(PO).You can
326) Setting Up Cost Categories codes(BOM),
327)Associating Purchasing Categories with Maintenance Cost Elements( INV),
328) To define a default cost element and cost category(EAM parameters in INV),
329) To define a cost category by department(EAM/BOM),
330) To set up zero cost rebuild item issue(EAM parametes in INV),
331)To enable a discrete or process Organization with EAM organization( INV),
332) To associate an asset with production equipment(EAM),
333) To assign project parameters( Project Manufacturing module),
334) Running the Export Process for exporting Locations from Property Manager to EAM as a hierarchy.(property Man
335) Executing the Asset Number Interface(EAM),
336) Creating Maintenance Service Request Types(Oracle service module),
337) Enabling Service Requests for Assets and Rebuildables in itemmaser window(INV,)
338) Enabling eAM Specific Fields in the Service Request( oracle Service),
339) To define Persons as Users within eAMLSys Admin and HR),
340) Creating Eligibility Criteria(OTL),
341Work Order Billing Setup consisting of Setting Up Parameters, Setting Up Item Costs and Prices, Service Attribute
342)Set up EAM and related module profile Options(SA).for examplePO: Enable Direct Delivery To Shop Floor.

BILLS OF MATERIAL:-:
Responsibility is created for each Manufacturing organization for this module
Set System Profile Options .(SA).Perform this step once for each entity, that is, operating unit, business group, or lega

344) Define Calendar Exception Templates( INV or BOM). You can define your own calendar exception templates. Wh
345) Define and Build your Workday Calendar(INV or BOM). Perform this step once per installation.
346) Assign Workday Calendar to Organization( INV). You assign a workday calendar and exception set to each of you
347) Define Bill of Material Parameters(BOM). You assign the maximum number of bill of material levels for bill explosi
348) Define Department Classes(BOM). You can define department classes to group departments and to identify manu
349) Define Resources(BOM). You can define a resource as anything of value, except material and cash, required to m
350) Define Resource Setup Information(BOM). Define resource setup information to create a performance model for m
351) Define Resource Groups(BOM). You can group department resources by resource group to facilitate bill of resour
352) Define Simulation Sets(BOM). You can group deviations to available resource capacity for resource shifts and use
353) Define Locations (INV). You define delivery locations for departments with outside processing resources. Perform
354) Define Departments (BOM). You can define departments as areas within your organization where you perform wo
355) Assign Resources and Resource Shifts to Departments (BOM). You can assign resources to a department and th
356) Define Overheads (BOM). You can define resource overhead by using the Define Overhead form. Each overhead
357) Associate Overheads with Departments (BOM). You can assign overhead rates or amounts to your department by

358) Define Alternates name tag (BOM). You can define any number of alternate names that you use when you create

359) Define Standard Bill of Material Comments (BOM). You can define any number of standard bill of material comme
360) Define Standard Instructions (BOM). You can define any number of operation instructions that you can assign to a
361) Define Change Order Types (BOM).
You can define mass change order types, using your own terminology, to describe
mass changes to your manufacturing bills of material. Perform this step once per installation.
362) Define Delete Constraints( BOM). Oracle Bills of Material provides a list of rules to determine if an item, bill of ma
363)Define System profile options,(SA). Perform this step once for each entity, that is, site, application, responsibility, o

364) Enter Employee (HRMS) Define employees for your organization. ECO requestors and approvers must be define

365) Define Change Order Types (Engineering) You can assign a change order type to your ECOs, either using the 'EC
366) Define ECO Departments(INV). You can group users that use the engineering change order (ECO) system throug
367) Define Autonumbering (Engineering). You can define customized autonumbering (for a user, organization, or site)

368) Define Approval Lists (Engineering). You can define lists of approvers required to approve an ECO before it can b
369) Define Material Dispositions (Engineering).You can define your own customized material dispositions, and then a
370) Define Reasons (Engineering). You can define reasons for engineering change orders using your own terminolog
for your reference use only. Perform this step once per organization.

370) Define Priorities (Engineering) You can define scheduling priorities for engineering changes to describe the urgen
371) Start AutoImplement Manager (Engineering ) If you want to automatically implement ECOs, you must specify the

ENTERPRISE ASSET MANAGEMENT:

To implement Enterprise Asset Management, you must have the following required
Modules installed: a) Oracle Inventory, b) Oracle Bills of Material ,c)Oracle Human Resources, d) Oracle Cost Manage

280)Set up Workflow,
281)Set up a separate EAM organization in Inventory module and then define and assign all asset items to it,( INV)
282) Enable other Inventory organizations as asset organization as per requirements and attach the main EAM organiz
283) Set Up Areas to logically sort assets by the zones in which they reside.(EAM),
284) To define departments (crews) ( EAM or BOM),
285)Define Resources (crafts)( BOM module),
286)Define Department Approvers(EAM),
287) Defining Miscellaneous Documents(EAM) You can create text and files, such as spreadsheets, graphics, and OLE
288) Defining Asset Lookups, Work Request Lookups, and Work Order Lookups.
codes( EAM),
289) Setting Up Category Codes(INV) Category codes are used as naming conventions for assets by creating classes
290) To set up category sets( INV),
291) Define Asset Groups in master item window( INV) Asset Group (Asset Group or Rebuildable Item) names should
292) Create Asset Activities in item master window( INV) and assign to various organizations as per need. Activities pr
293)Associate assets with asset Activities (EAM),
294) Setting Up Asset Attributes( INV DFF)You can define common characteristics data specific to Asset Groups, such
295)Associate Asset group with attribute group(EAM),
296)Create asset document attachment(EAM),
297)Define asset number,(EAM),
298) Defining Asset Routes(EAM0 You may need to perform an Activity on multiple Asset Numbers. To eliminate the po
299)Create Asset Bills of Material( BOM). You can identify and select the required items that make up an asset. A bill o
300) To create a PM schedule definition(EAM),
301To create an Activity Suppression definition(EAM),
302)Define maintenance routes.(EAM). A Maintenance Route is the set of operations or jobs necessary to perform an
303) Setting Up of Maintenance Bills of Material( EAM/BOM)
304)Associate Asset Numbers with Activities,(EAM),
305)Create Activity Template(EAM),
306)Define Rebuildable Items in master item window and assign to different organizations as per requirements( INV),
307)Associate Rebuildable Items with activities,(EAM),
308)Define a Bills of Materials for rebuildable items,(BOM),
309)To define Non-Stock Direct items in Master item window in Inventory module(INV),
310)Carry out Project and Task set up,(EAM)
311)Define preventive maintenance Meter Templates(EAM),
312)Define Meters,(EAM),
313) Associate Meter Templates with Asset Groups(EAM),
314) Associating Meters with Asset Numbers(EAM),
315) Defining Set Names(EAM). A PM schedule for an Activity and an Asset Number or Asset Group must uniquely be
316) Defining a Preventive Maintenance Template(EAM),
317) To define a Preventive Maintenance Schedule for an asset number(EAM),
318) To define a Preventive Maintenance Schedule on an asset route(EAM):
319)Define a Master Demand Schedule MDS name( MRP/EAM),
320) Defining a Material Requirements Plan Name(MRP/EAM),

BILLS OF MATERIAL:-:

Responsibility is created for each Manufacturing organization for this module

343) Set System Profile Options .(SA).Perform this step once for each entity, that is, operating unit, business group, or

344) Define Calendar Exception Templates( INV or BOM). You can define your own calendar exception templates. Wh
345) Define and Build your Workday Calendar(INV or BOM). Perform this step once per installation.
346) Assign Workday Calendar to Organization( INV). You assign a workday calendar and exception set to each of you
347) Define Bill of Material Parameters(BOM). You assign the maximum number of bill of material levels for bill explosi
348) Define Department Classes(BOM). You can define department classes to group departments and to identify manu
349) Define Resources(BOM). You can define a resource as anything of value, except material and cash, required to m
350) Define Resource Setup Information(BOM). Define resource setup information to create a performance model for m
351) Define Resource Groups(BOM). You can group department resources by resource group to facilitate bill of resour
352) Define Simulation Sets(BOM). You can group deviations to available resource capacity for resource shifts and use
353) Define Locations (INV). You define delivery locations for departments with outside processing resources. Perform
354) Define Departments (BOM). You can define departments as areas within your organization where you perform wo
355) Assign Resources and Resource Shifts to Departments (BOM). You can assign resources to a department and th
356) Define Overheads (BOM). You can define resource overhead by using the Define Overhead form. Each overhead
357) Associate Overheads with Departments (BOM). You can assign overhead rates or amounts to your department by

358) Define Alternates name tag (BOM). You can define any number of alternate names that you use when you create

359) Define Standard Bill of Material Comments (BOM). You can define any number of standard bill of material comme
360) Define Standard Instructions (BOM). You can define any number of operation instructions that you can assign to a
361) Define Change Order Types (BOM).
You can define mass change order types, using your own terminology, to describe
mass changes to your manufacturing bills of material. Perform this step once per installation.
362) Define Delete Constraints( BOM). Oracle Bills of Material provides a list of rules to determine if an item, bill of ma

MATERIALS PLANNER

One Responsibility is created for each Manufacturing organization for this module
394) Define your planners.(INV),
395) Define your item planning information.(INV) such as repetitive planning information if applicable , add pegging lev
396) Define Financials Options(PO),
397) Set up Personnel(HR) if already not done,
398)Define buyers in PO if already not done,
399 Set up approval information such as approval Group and Approval Assignments(PO),
400) Define your Organization Workday Calendar( INV or BOM) if already not done,
401Define bills of material as per business need( BOM),
402) Define your Routings.(BOM),
403) Define flow routings. Items need to be associated to lines through routings(BOM),
404) Calculate Routings lead times(BOM),
405) Define resources(BOM),
406)Define production lines for Repetitive Manufacturing(WIP),
407) Define Repetitive assemblies if you manufacture assemblies repetitively(WIP),
408)Define production lines and line rates for flow schedules if you have a Flow Manufacturing environment in the orga
409) Define Simulation Sets( Capacity Planner)
410) Define Resource Groups(Capacity Planner)
411) Define and load bill of resources with item/assembly(Capacity Planner)
412) Set System Profile Options(Capacity Planner)
413)Set up Workflow for MRP Enabled Exception Messages workflow can be used to generate and distribute message
414) Setting up of Supplier Planned Inventories if required (AP and HR),
415) Define MRP Planning Parameters (MRP) This allows you to define different modes of operation and default value
416) Create Planning Exception Sets (MRP) used to identify items and orders which requires attention based upon a s
417) Create product Demand Classes (INV/MRP). You can define demand classes to segregate and group customer p
418) Create Source Lists for loading in to forecast, MPS , MRP etc.(MRP),
419) Set up Planner's Workbench(MRP),
420) Set up Capacity Planner module if applicable( Capacity Planner),
421) Set MRP System Profile Options(SA),
422) Define your Forecast Sets(MRP). You can define any number of forecast sets or forecast names. This allows you
423) Define your Forecast Rules(INV). You can define forecast rules to establish the forecast method, bucket type, and
424) Define your MDS Names (MRP). You can define any number of demand schedule names; this allows you to defin
425) Load MDS (MRP) For each type of master demand schedule load, you can choose a number of load options. All
426) Define your MPS Names (MRP) You can define any number of production schedule names; this allows you to def
427) Define MPS Options(MRP). You can optionally include your MPS plan as available supply and get information on
428) Define MRP Names(MRP). Define any number of material requirements plan names. This allows you to generate
429) Define MRP Options (MRP). Material requirements planning (MRP) calculates net requirements from gross requir
material, scheduled receipts, on-hand balances, and lead times and lot size,
430) Set Up Workflow Options. You can use Oracle Workflow technology to handle exception messages by routing the
431) Define Shipping Methods (INV)
432) Associate Shipping Methods with Lead Times (INV),
433) Create your Assignment Sets (PO and MRP) Once you have defined your sourcing rules and bills of distribution,
434) Define your Sourcing Rules and Bills of Distribution(PO), Sourcing rules define rules for replenishing items in an o

435) Define your Inter-organization Shipping Network(INV),

436) Set Up Supply Chain ATP(MRP), Supply Chain Available to Promise enables you to view detailed items availabilit

437) Set Up Supply Chain CTP (MRP) Capable to Promise extends Available to Promise (ATP) by taking into account

438) Define your DRP Names (MRP)).You can define any number of distribution requirements unique plan names. Thi
439) DRP Options (MRP) You can select different options for your distribution requirements plan. The planning process
manufactured or purchased. For Distribution requirement planning,
440) Start the Planning Manager (MRP) You need to activate the planning manager only once to execute several plann
441) Run the Information Audit to audit the information which you use to plan your master schedules and material requ
validate the integrity of database. For example, you can use the Information audit to verify the structure of your bills of

CAPACITY PLANNER:

One Responsibility is created for each Manufacturing organization for this module
442) Define Resource Groups (Capacity Planning). Resource group are used to group together your key or critical reso
443)Define Simulation Sets (Capacity Planning ) Simulation sets are used to simulate different shop floor manufacturin
can see the effects of the resource modifications on your master schedules and MRP plans. They are used for tempora
444)Define and Load Bill of Resources (Capacity Planning ) A bill of resources is defined as a statement of all resource
445)Set System Profile Options (SA )
Profile options specify how Oracle Capacity planner module controls access to and
processes data.
466) Modify collection plan details and plan element prompts: The copied plans from Step 462 have the description of
467) Update 'Execute a SQL Script' text: The action details need to be modified to point to the correct Nonconformance
468) Set up collection plan security: This step enables the Applications System Administrator to grant specific privilege
469) Add user defined elements to the plans: Specific business needs might require additional collection elements to c
470) Link user defined plans to the system: you
would create a new collection plan in some cases and associate it to the plan that uses the test data or serial number c
471) Link corrective action system to the nonconformance and disposition system: If logging a Corrective Action Reque
Disposition process flow, the Corrective Action system can be linked to the
collection plan,
472) Link transaction collection plan to the system: Nonconformances can be logged during inspection, receiving, or w

473) Unlink unnecessary plans from the system: Based on your possible need to capture granular level detail of the no

474)Organize the plan elements into folders: Folder Tools can be

enabled for Enter, Update, and View Quality Results.

475) Set up Profile Options: Autoquery set to Never. If you expect a large number of nonconformance and disposition r
476) Setup complete in other modules: This solution provides the features to send e-mail notifications and workflow no

477) Maintain a reference copy of the plans: Prior to implementation, you might want to
maintain a Reference Copy of the real collection plans that you intend to implement.

ORACLE QUALITY CORRECTIVE ACTION SET UP steps:

478) Choose a configuration: In order to accommodate a customer's choice to implement a Corrective Action System e
479) Copy from template collection plans: Based on the configuration you had chosen in the previous step no 478, cop
480) Update of Sequence prefix and suffix: If your business practice requires a specific manner of identifying sequentia
481) Update of values for seeded collection elements: Quality module has seeded commonly used values for some co
482) Update of menu entry to point to the correct plan: Seeded menu options for entry, update, and view need to be m
Action Request plan that was set up when copying the collection plan structures.
483) Modify collection plan details and plan element prompts: The copied plans from Step 2 have the description of the
templates. The collection plan description can be modified to be more meaningful to the user. The collection element p
be modified for specific user requirements. Depending on the business process in
place and the terminology in use, some of the collection element prompt names in
the collection plans can be modified to be more meaningful to end users.
484)Set up collection plan security:
485)Add user defined elements to the plans: Specific business needs might require additional collection elements, in o
capture information related to a Corrective Action Request. This can be
accomplished by adding new collection elements and values to the collection plans
copied in Step 2. If the collection elements that are provided in the CAR solution are
not sufficient, then additional colle4ction elements can be created.
486) Organize the plan elements into folders:
The Collection Plans copied in Step 479 have collection elements to capture data from
different functional areas of enterprise (Receiving, Work in Process, Shipping,
etc.). Users of the system might be interested only in the data related to their job
role. In order to restrict what the user sees in the collection plans, Folder Tools can be utilized.
487)Add user defined elements to the plans:
Specific business needs might require additional collection elements, in order to
capture information related to a Corrective Action Request. This can be
accomplished by adding new collection elements and values to the collection plans
copied in Step 479.
488)Link user defined plans to the system:
If the additional elements are better organized in a separate collection plan, such a
plan can be linked through-out the system. For example, you can perform a certain
Quality test for Corrective Action Implementation, within organization. You can create a Quality collection plan to captur
489 Set up Profile Options: Autoquery set to No: If you expect a large number of CAR records, then to improve perform
490)Setup within other modules : It is required for users to be set up as employees, within
their e-mail addresses, in Oracle HR and/or to be set up as Oracle ApplicationsUsers so that e mail and workflow notif
HUMAN RESOURCES MANAGEMENT SYSTEMS ;

You need to install this module once per installation.

491) Ensure that your legislation-specific startup data is installed if applicable by the MIS Manager. You need this startu
492)DataInstall enables you to specify all the legislations that you want to install
for HR and Payroll, and HR only. DataInstall provides a series of menus from which you can specify the legislation and
493)AutoPatch (adpatch) applies the installation or upgrade combinations that you
have previously specified in DataInstall,
494) Perform all the administration steps which are usually performed by the System Administrator. Sign on to the appl
495) Define the following HR key flexfields a) Job ,b) Position, c) Grade, d)People Group, e)Cost allocation, f)Compete
496)Run the Create Key Flexfield Database Items process concurrent process for Job, Position, Grade, Competence a
.497)Define Descriptive flexfield ; You use descriptive flexfields in Oracle HRMS to define your own additional fields to
498) Run the Create Descriptive Flexfields Database Items process to create database items for your non-context-sen
499) Define Extra Information Types for Locations, Jobs, Positions, People and Assignments. Extra Information Types
500) Set Up Responsibility Access for Extra Information Types. EITs do not appear automatically in any responsibility. Y
501) Define Organization Classification: Define a new organization classification if you want to group your EITs in this w
502) Set Up Extra Information Types for an Organization Classification: Define a new EIT and then enter a row into the
503) Enable Currencies: All major currencies are predefined with Oracle Applications. The codes used are the ISO sta
504) Define "View All" HRMS User: You must create a new Application
User with access to one of the default Responsibilities supplied with the application .After that you can access any of th
505) Create Business Group: A business group is a special class of organization and is top most in an organization hie
506) Create a "View All" Responsibility for the Business Group If you are using the Setup business group supplied with
507) Set User Profile Option Values for Responsibility Set the HR User Profile Options for the above new responsibility
Type option, at responsibility level in system profile Values window You can set also set up other User Profile Options.
508) Define Lookup Types and Values. Lookups supply many of the lists of values in this module. For example, both Ti
509) Set up Auto Orgs.( Cost centers) You can enable the automatic creation of HR organizations using the Auto Orgs
510) Create Locations in location window. Create each work location used by your each organization in an enterprise.
511) Create Organizations in an organization window As is known, Organizations are the basic work structure of any e
government reporting purposes, for third party payments or to represent benefit
carriers.
512) Enter Organization Classifications and Additional Information in the Organization Window. You can enter the appr
513) Accounting Reference Information for Cash Management Integration in an Organization Window. If you are using
514) Define Organization Hierarchies in an organization Hierarchy Window.
A business group can include any number of organizations. You can represent your
management or other reporting structures by arranging these organizations into one or more reporting hierarchies. An
515) Define Job Groups for holding a job i in a Job Group. The Job Group is used to tie jobs of a similar type together
Group which is automatically created for your business group.
516)Define Job .if you have already loaded jobs from a spreadsheet in the Workbench, you need not to perform this st
517) Define Position Hiring Statuses in User Type and Statuses Window
Each position should have a hiring status---: Proposed, Active, Frozen, Eliminated or
Deleted. You can define user status names for these system hiring statuses, and then create more than one user name
518) Define Positions in the Position window; In HRMS module a position is a job designation within an organization. P

519) Set Up the Synchronize Positions Process to Run Nightly by using the submit New Request window.This module
Positions table (PER_ALL_POSITIONS) with changes made to the datetracked table
(HR_ALL_POSITIONS_F). Run the Synchronize Positions process every night to ensure that the system automatically
520) Create a Position Hierarchy in Position Hierarchies window.You can create hierarchy structure for positions to sho
521)Define a Context for Mass ActionsThe Contexts form decides what information you can view, enter, and change on
522): Set Up a New Context in the Context Window. You can create a new context defining the Application, Legislation
the attributes to be included in the Display, Change List, and Criteria columns.
523): Define Lookup Values for Role Types in the applications Utilities Lookups window Here, you define list of lookup

524): Define HRMS Roles in Roles Window. Define these HRMS roles that you are going to use in your enterprise for r
525) Define the Type of Routing in Transaction Type Wizard screen. When you set up workflow, you have a choice of s
526) Define the Transaction Type in the Transaction type Wizard screen Define here the Post and Future update meth

527)Associate Roles with Users or Positions in Maintain Roles window.You associate roles to users, positions, or role
528) Define the Routing Sequence in the Routing Lists window If transactions are routed using: a) Routing lists, create
and roles/users),b)Position hierarchies then , include in the position hierarchy the users primary assignment positions b
for those users who will initiate transactions or have transactions routed to them.

529): Define Routing and Approval Rules Define routing and approval rules that determine the routing sequence and
identify valid approvers based on the values entered in the transaction. and then select attributes to use as the basis fo
530): Set up Role Templates in Roles window. Each role must have an associated role template which sets the maxim
531) Set Up Task Templates in Templates Window. There are two predefined task templates, a Create and an Update
532) Associate Roles and Templates in Templates Window.
Each role must have an associated template. You can assign each role the Oracle supplied Basic Role template or cho
533) Enable Position Control on Organizations in Organization hierarchy window. You can designate an organization h
534) Configure Business Rules in the Configurable Business Rules function window.
Review and where necessary configure the business rules or process rules that
validate your assignment modifications, budgets, and budget re-allocations. The predefined business rules are configu
535) Define Evaluation Types in the Application Utilities Lookups window
536) Define Lookup Types and Values in the Application Utilities Lookups window
HRMS module delivers the units: Money, Hours, Headcount, Full Time Equivalent, and Percent Full Time Equivalent. a
537) Define Period Types in the Period Types window The most common period types are already predefined in this m
538) Define Budgetary Calendars in the Budgetary Calendar window. Use calendars to define the budget years for you
539) Define Budget Sets in the Budget Set window
A budget set is comprised of one or more elements. You define a budget set to record the
money or hours or other budget measurement units in your budget. HRMS module uses
budget sets to track actual expenditures and commitments.
540) Migrate an Existing Oracle HRMS Budget to the New Budget Tables
If you have created a budget in HRMS prior to Release 11i, you can use an existing
budget as the basis for a new budget worksheet. You may run the Migrate Budget Data process from the Submit Requ
541) Set Up the HR Budget in the Define Budget window in Oracle General Ledger
If you are transferring a budget from HRMS to General Ledger, you must first define the budget in General Ledger.
542) Define Budget Characteristics in the Budget Characteristics window.
You set up budget characteristics to define the HRMS work structure for which
you are establishing a budget. The primary entities against which you can create a
budget are job, position, grade, and organization. You can also create a budget for a
combination of these entities.
543)Set Up Workflow for Budget Worksheets If you use Workflow to delegate a budget worksheet through an organiza
544) Define an Organization Hierarchy in the Organization Hierarchy or the Global Organization Hierarchy window Cre
545)Specify Starting Organization in the Budget Characteristics window .You cans specify the organization hierarchy a
budget is effective. This action enables the budget in subordinate organizations as well.
HRMS Implementation.
546) Define HRMS Roles in the Maintain Roles window
Define the roles which you are going to use in your enterprise for routing budget worksheets.
547) Set Up Workflow Routing in the Transaction Type Wizard.When you set up workflow, you have a choice of how to
548) Define Person Types in the person Types Window.
You can define your own names to identify the "types" of people in your system.Person Type is a common option for Fo
549) Define User Balances in the balance window. Payroll has many predefined balances installed with the system to s
you cannot change any of these balances.
550) Write Payroll Formulas in the formula window.You write the formula for every element that you want to process in
551) Define Formula Result Rules in the Formula Result Rules window.When you process an element in a payroll run
552)Define Assignment Statuses for Applicants in the Assignment Statuses window.
Assignment Statuses for applicants enable you to define the distinct stages of your own
recruitment processes.
.553) Define Assignment Statuses for Employees and Contingent Workers in the Assignment Statuses window. You ca
554)Enter a Currency Conversion Rate Type in the HR Table Values window. Workforce Intelligence uses the conversi
555) Grant Access to Discoverer Business Areas Grant access privileges to the Discoverer business area to determine
556)Check the Vacancy Status Options in the Application Utilities Lookups window.
To ensure the reports that cover vacancies return accurate results, you need to ensure
that users close vacancies by using the status of CLOSED.
557)Populate Summary Tables. In order to ensure your HRMS Discoverer workbooks run correctly and efficiently, you
558) Populate the Organization Hierarchy Summary Tablein the submit Requests window
All reports that use organization hierarchy gather information from the Organization
Hierarchy Summary table. Populate this summary table with your organization
hierarchy data. The table ensures that you are getting the best possible performance
from your reports.
559) Populate the Supervisor Hierarchy History Table in the submit Requests window.
All reports that use supervisor hierarchy gather information from the Supervisor
Hierarchy Summary table. Populate this summary table with your supervisor hierarchy
data.
560) Populate the Workforce Measurement Value History Table in the Submit Requests window. Many reports use Wo
561) Populate the Generic Hierarchy Summary Table in the submit Requests window
Some US specific Discoverer workbooks use a 'Vets, EEO, AAP, OSHA, MultiWork Sites'hierarchy. They require inform
Run the concurrent program HRI Load All Generic Hierarchy Versions to calculate
and collect the required data.

FIXED ASSETS;

Oracle Assets module needs to be set up only once per installation.

562) Define Your Set of Books(GL) If you are not implementing Oracle General Ledger, you can use the Set of Books w
563)Define Additional Journal Entry Sources (GL) If you do not install General Ledger module , use the Journal Entry S
564)Define Additional Journal Entry Categories(GL) If you do not install General Ledger, use the Journal Entry Categor
565)Define Your Unit of Measure Classes(INV)If you are not implementing Inventory module, you can use the Unit of M
566) Define Your Units of Measure(INV) If you are not implementing Inventory module, you can use the Units of Measu
567)Define Your Employees(HR)If you are not implementing Human Resources module , you can use the Enter Perso
568)Define Your Supplier and Employee Numbering Schemes(AP).If you are not implementing Payables module , you
569)Define Your Suppliers(AP)If you are not implementing Payables module , you can use the Suppliers window in Ass
570)Define Your Descriptive Flexfields (SA or FA) You can set up descriptive flexfields to track additional information Yo
571)Decide How to Use the Account Generator Assets module uses the Account Generator to generate accounting fle
572)Define Your Supplier and Employee Numbering Schemes (PO or AP). If you do not install Purchasing or Payables
Options window in Oracle Assets to define your supplier and employee numbering schemes. You need to specify how
573) .Define Your Asset Key Flexfield(SA) The asset key flexfield allows you to define asset keys that let you name and
574). Define Your Asset Category Flexfield The asset category flexfield allows you to define asset categories and subc
575) Define Your Location Flexfield The location flexfield allows you to specify and track the exact location of your asse
576)Define Your System Controls. You specify your enterprise name, asset numbering scheme, and key flexfield struct
577) Define Your Locations Your location flexfield combinations tell Oracle Assets what locations are valid for your com
578) Define Your valid Asset Keys You can use the list of values to choose these combinations for your assets when yo
579)Define Your Standard Asset Descriptions and Other Quick Code Values .Quick Code values are values that you ca
580) Define Your Fiscal Years You use the Fiscal Years window to define the beginning and end of each fiscal year sinc
581) . Define Calendars You use the Calendars window to set up as many depreciation and prorate calendars as you r
582). Set Up Security by Book .If you have multiple depreciation books, you may need to set up security for each book
583). Define Your Book Controls You may use the Book Controls window to set up your depreciation books. .Perform th
584) Define Additional Depreciation Methods and Rates Depreciation methods specify how to spread the asset cost. A
585) Define Your Depreciation ceilings .It limit the depreciation expense you can take for an asset. You can set up depr

586)Define Your Investment Tax Credits .Set up your Investment Tax Credit (ITC) rates, recapture rates, and ceilings. I

587) Define Your Prorate and Retirement Conventions in the Prorate Conventions window .It is used to set up prorate

588) Define Price Indexes A price index allows to calculate gains and losses for retirements using current value rather

589) Define Asset Categories. Asset categories let you define information that is common to all assets in a category, su

590) Define Distribution Sets which lets you automatically assign distributions to a new asset or mass addition quickly
591) Enter Leases in the Lease Details window. You can assign leases to one or more assets in the Asset Details wind
592) Define Warranties to track descriptive information on manufacturer and vendor warranties .You define the warran
.593). Set Profile Options which specify how Assets module controls access to and processes data. In general, profile
levels: site, application, responsibility, and user. Perform this step once per set of books.
594) Define Asset Insurance You can use the Fixed Asset Insurance window to define insurance information for assets
insurance. Perform this step once per set of books.
a) INV:-Inter Company Currency conversion,
b)AR: Receipt batch source,
c) AR:-Transaction Batch Source,
d) Tax: Allow Override of Tax Code
e) Tax: Invoice Freight as Revenue
f) Tax: Inventory Item for Freight)
g)Sequential Numbering.
a) Define Customers( AR/ TCA)
b) Define Suppliers( AP)
c) Define Transaction Type( OM),
d) Define Oracle Receivables System Options( AR)
e) Define Oracle Receivables Invoice Profile Options(SA)
f) Define Oracle Payables Invoice Profile Options(AP)
g) Use the Account Generator to generate the Cost of Goods Sold
account(Workflow),
a) Job flexfield, b) Position flexfield, c) Grade flexfield,d) Cost allocation flexfield, e) People Group flexfield, f) Personal
. Set ups of a) Supplier sites, b) Financial options, c)Control rules/groups, d)Purchasing options, e) Job/position contro

a) Supplier sites, b)Matching tolerances, c)Distribution sets, d) Bank accounts, e) Tax names and groups, f) Reporting
a) Oracle Inventory, b) Oracle Bills of Material ,c)Oracle Human Resources, d) Oracle Cost Management, e) Oracle Ma
per installation.

nge the pending rates to Frozen overhead rates. Perform this step once per organizational department.

et Management(super user Responsibility),b) Maintenance User Workbench,c) Maintenance Super User,d) Self-ServiceWork Req
per installation.
nge the pending rates to Frozen overhead rates. Perform this step once per organizational department.
group is automatically created by the system if you do not define a Business Group.

nized with financial structure.

classification for the organization. You can enter the Set of Books and VAT Registration Number in the extra information for Legal E

ts of the position key flexfield structure which you link to your business group.

d Responsibility at the time of creation of new Context.

ion category.

efine the positions and create a position hierarchy before you assign roles to the position. c)For Supervisory hierarchy Assign role

controlled.
y your reports.

once for each (entity) i.e. organization operating unit.

entions as you need.. Perform this step once per set of books.

erform this step once per set of books.

sonal Analysis flexfield,
 ontrols, f) Freight carriers, g) Document controls are operating unit specific.

orting entities, g) Financial options, h) Expense report templates, and i) System options are operating unit specific.
cle Manufacturing Scheduling, f)Oracle Quality, g) Oracle Work In Process. Oracle Enterprise Asset Management module (EAM) n
k Requests,e) and Self Service Time and Expenses.
egal Entity Accounting.
n roles to users who initiate transactions in the Roles window or have transactions routed to them as supervisors.
agement module (EAM) need to be set up only once. It is not operating unit specific. The seeded responsibilities are: a)Oracle Ent
sibilities are: a)Oracle Enterprise Asset Management(super user Responsibility),b) Maintenance User Workbench,c) Maintenance
orkbench,c) Maintenance Super User,d) Self-ServiceWork Requests,e) and Self Service Time and Expenses.