Setup Task Lists and Tasks

Functional Setup Report Date: 25/08/17 05:22 PM
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

/ Task Type Description Product Flow Web Service
1 Define Task Define the Purchas Procure Y N
Common List configuration for ing ment
Applicatio applications
ns that are
Configurat leveraged
ion for across Fusion
Procurem products.
ent
2 Define Task Run a process HCM HCM Y Y
Synchroni List to populate the Commo
zation of product tables n
Users and containing user Architec
Roles and role ture
from information with
LDAP the users and
roles held in
LDAP. This
process is
always the first
implementation
task but can
also run
periodically to
keep the
Page 1 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

product tables
synchronized
with
subsequent
updates to
LDAP.
3 Run Task Batch process Global HCM Y Y hcmCo HCM /WEB-
User and to Synchronize Human re Core INF/oracle/ap
Roles User and Roles. Resourc Proces ps/hcm/users/
Synchroni es ses publicEssUi/fl
zation ow/SyncUser
Process RoleFlow.xml
#SyncUserRol
eFlow
2 Define Task Create Oracle Commo Y Y
Implement List implementation Middlew n
ation users and roles. are
Users Provision Extensio
implementation ns for
users with job Applicati
and data roles. ons
Page 2 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Create Task Create user N Y admin Oracle faces/pages/S
Implement accounts for Identity elf.jspx
ation implementation Manag
Users users. ement
3 Create Task Create a data N Y hcmCo HCM /WEB-

Data Role role based on reSetu Core INF/oracle/ap
for the Human p Setup ps/hcm/securit
Implement Capital y/ui/flow/Mana
ation Management geDataRolesF
Users Application low.xml#Mana
Administrator geDataRolesF
job role to view low
all security
profiles so a
single user will
be able to
perform all
required Human
Capital
Management
setup steps.
This role
combines
granted
Page 3 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

entitlements
with
unrestricted
access to the
setup data
relevant to the
tasks performed
by this role.
3 Provision Task Provision N Y admin Oracle faces/pages/S
Roles to implementation Identity elf.jspx
Implement users with job Manag
ation or data roles, ement
Users such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
Page 4 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Define the General Financia N Y
Currencie List currencies and Ledger ls
s and currency rates
Currency that your
Rates organization
does business
in.
3 Manage Task Review and edit Oracle Commo Y Y fndSet Applica /WEB- oracle.apps.f Applicati
Currencie ISO standard Middlew n up tions INF/oracle/ap nd.applcore.n on
s currencies. are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .CurrencyWS ce
ns for anageCurrenc Currenc
Applicati iesTF.xml#Ma y
ons nageCurrenci
esTF
3 Manage Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
Conversio update existing Ledger ls INF/oracle/ap nancials.gen on Rate
n Rate currency ps/financials/g eralLedger.c Rule,
Types conversion eneralLedger/ urrencies.ma Conversi
relationships, currencies/ma nageRate.cur on Rate
and create new nageRate/ui/fl renciesServic Type
relationships. ow/CurrencyR e.Currencies
atesManager Service,
MainAreaFlow oracle.apps.fi
.xml#Currency nancials.gen
RatesManage eralLedger.c
Page 5 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

rMainAreaFlo urrencies.ma
w nageRate.cur
renciesServic
e.Currencies
Service
3 Manage Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
Daily update existing Ledger ls INF/oracle/ap nancials.gen on Rate,
Rates currency daily ps/financials/g eralLedger.c Conversi
conversion eneralLedger/ urrencies.ma on Rate
information, and currencies/ma nageRate.cur Rule
create new nageRate/ui/fl renciesServic
conversion ow/CurrencyR e.Currencies
information. atesManager Service,
MainAreaFlow oracle.apps.fi
.xml#Currency nancials.gen
RatesManage eralLedger.c
rMainAreaFlo urrencies.ma
w nageRate.cur
renciesServic
e.Currencies
Service
Page 6 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Configure your Purchas Procure Y N
Enterprise List divisions, ing ment
Structures business units,
for and legal
Procurem entities for
ent Procurement
usage.
3 Define Task Use a guided HCM HCM N Y
Initial List process to Configur
Configurat configure and ation
ion represent the Workbe
enterprise nch
structures
including
divisions, legal
entities, jobs,
and positions.
Review the
requested
structures and
run an
automated load
process to
implement the
workforce
structures.
Page 7 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Establish Task Determine the HCM HCM N Y hcmCo HCM /WEB- oracle.apps.h Enterpris
Enterprise high-level Configur reSetu Core INF/oracle/ap cm.enterprise e
Structures structures of the ation p Setup ps/hcm/enterp Setup.config Configur
enterprise using Workbe riseSetup/conf urations.ente ation,
an interview nch igurations/ent rpriseConfigu Enterpris
style process. erpriseStructu rationService e
res/ui/flow/Ent .EnterpriseC Configur
erpriseStructu onfigurationS ation
resConfigFlow ervice, Addition
.xml#Enterpris oracle.apps.h al Job
eStructuresCo cm.enterprise Structur
nfigFlow Setup.config e,
urations.ente Enterpris
rpriseConfigu e
rationService Configur
.EnterpriseC ation
onfigurationS Base,
ervice, Enterpris
oracle.apps.h e
cm.enterprise Configur
Setup.config ation
urations.ente Busines
rpriseConfigu s Unit,
rationService Enterpris
.EnterpriseC e
onfigurationS Configur
Page 8 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice, ation
oracle.apps.h Busines
cm.enterprise s Unit
Setup.config Base,
rpriseConfigu e
.EnterpriseC ation CD
onfigurationS Matrix,
ervice, Enterpris
oracle.apps.h e
cm.enterprise Configur
Setup.config ation CD
urations.ente Matrix
rpriseConfigu Country,
rationService Enterpris
.EnterpriseC e
onfigurationS Configur
ervice, ation
oracle.apps.h Country,
cm.enterprise Enterpris
Setup.config e
urations.ente Configur
rpriseConfigu ation
rationService Division,
.EnterpriseC Enterpris
Page 9 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfigurationS e
ervice, Configur
oracle.apps.h ation
cm.enterprise Division
Setup.config Base,
rpriseConfigu e
.EnterpriseC ation
onfigurationS Enterpris
ervice, e,
oracle.apps.h Enterpris
cm.enterprise e
Setup.config Configur
urations.ente ation
rpriseConfigu Function
rationService ,
onfigurationS e
ervice, Configur
oracle.apps.h ation
cm.enterprise Job
Setup.config Group
urations.ente Member,
rpriseConfigu Enterpris
rationService e
Page 10 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

.EnterpriseC Configur
onfigurationS ation
ervice, Job
oracle.apps.h Position
cm.enterprise Base,
Setup.config Enterpris
urations.ente e
rpriseConfigu Configur
rationService ation
.EnterpriseC Job
onfigurationS Position
ervice, Global,
cm.enterprise e
urations.ente ation
rpriseConfigu Job
rationService Structur
.EnterpriseC e,
onfigurationS Enterpris
ervice, e
oracle.apps.h Configur
cm.enterprise ation
Setup.config Legal
urations.ente Entity,
rpriseConfigu Enterpris
Page 11 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

rationService e
.EnterpriseC Configur
onfigurationS ation
ervice, Legal
oracle.apps.h Entity
cm.enterprise Base,
Setup.config Enterpris
urations.ente e
rpriseConfigu Configur
rationService ation
.EnterpriseC Legislati
onfigurationS ve Data
ervice, Group,
cm.enterprise e
urations.ente ation
rpriseConfigu Location
rationService ,
onfigurationS e
ervice, Configur
oracle.apps.h ation
cm.enterprise Location
Setup.config Base,
Page 12 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

rpriseConfigu e
.EnterpriseC ation
onfigurationS Referen
ervice, ce Data
oracle.apps.h Set,
cm.enterprise Enterpris
Setup.config e
urations.ente Configur
rpriseConfigu ation Set
rationService Assignm
.EnterpriseC ent
onfigurationS Override
ervice,
oracle.apps.h
cm.enterprise
Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Setup.config
Page 13 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Page 14 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice,
oracle.apps.h
cm.enterprise
Setup.config
urations.ente
rpriseConfigu
rationService
.EnterpriseC
onfigurationS
ervice
Page 15 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Specify how Oracle Commo Y Y
Reference List reference data Middlew n
Data in the are
Sharing application Extensio
should be ns for
partitioned and Applicati
shared. ons
4 Manage Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Reference manage sets for Middlew n up tions INF/oracle/ap nd.applcore.s on
Data Sets partitioning and are Core ps/fnd/applcor etid.webservi Referen
sharing Extensio Setup e/setid/public ce.SetIdWS ce Data
reference data ns for Ui/flow/Manag Set
across Applicati eSetIdSetsTF.
organizations. ons xml#ManageS
etIdSetsTF
4 Manage Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Set reference data Middlew n up tions INF/oracle/ap nd.applcore.s on
Assignme set are Core ps/fnd/applcor etid.webservi Referen
nts for Set assignments for Extensio Setup e/setid/public ce.SetIdWS ce Data
Determina determinant ns for Ui/flow/Manag Set
nt Type type of Set. Applicati eSetIdAssign Assignm
ons mentsTF.xml# ent
ManageSetId
AssignmentsT
F
Page 16 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Verify Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Data Role roles or verify Middlew n zation cyMgr.jspx
Generatio the data roles if are Policy
n already Extensio Manag
generated. ns for er
Applicati
ons
4 Provision Task Provision Y Y admin Oracle faces/pages/S
Users such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
Page 17 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Manage Financia Financia Y Y Financi Financi /WEB- Referen
Reference reference data ls ls alCom al INF/oracle/ap ce Data
Data Set set data access Commo mon Comm ps/financials/c Set User
Data for user n on ommonModul Data
Access for provisioned Module es/shared/dat Access
Users roles. aSecurity/ui/fl
ow/ManageDa
taAccessFlow.
xml#ManageD
ataAccessFlo
w
3 Define Task Create and Trading CRM N Y
Geographi List manage Commu
es geographies nity
and zones used Model
for real-time
address
validation and
tax calculation.
Examples
include tax and
shipping zones.
Page 18 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Manage Trading CRM Y Y crmCo CRM /WEB- Trading
Geographi geographic Commu mmon Comm INF/oracle/ap Commu
es entities such as nity on ps/cdm/found nity
country, state, Model ation/geograp Geograp
province, and hies/publicUi/g hy
city. Manage eoAdmin/flow/
geography GeoAdminMa
hierarchy nageCountries
structure and TF.xml#GeoA
validations. dminManageC
ountriesTF
4 Define Task Review and Marketin CRM N Y
File- List manage import g
Based objects,
Data external file
Import mappings, and
scheduling
import
processes to
import business
objects from
external data
files to staging
tables and, in
most cases, to
final base
Page 19 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

tables.
5 Manage Task Review and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
File register g mmon Comm INF/oracle/ap marketing.co Commo
Import business on ps/marketing/c mmonMarketi n Import
Objects objects, such as ommonMarket ng.mktImport Object,
sales leads and ing/mktImport/ .model.Impor File
opportunities, ui/flow/CreateI tService, Commo
intended for mportObjectT oracle.apps. n Import
import from F.xml#CreateI marketing.co Object
external files. mportObjectT mmonMarketi Attribute
F ng.mktImport
.model.Impor
tService
5 Manage Task Create and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
File maintain maps g mmon Comm INF/oracle/ap marketing.co Import
Import of external on ps/marketing/c mmonMarketi Mapping
Mappings source file ommonMarket ng.mktImport , File
columns to ing/mktImport/ .model.MktIm Import
target staging ui/flow/Import pMapService Mapping
table columns MappingTF.x , Column,
for use in ml#ImportMap oracle.apps. File
Page 20 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

importing pingTF marketing.co Import
business mmonMarketi Object
objects, such as ng.mktImport
sales leads, .model.Impor
customers, tService
contacts, and
sales catalogs.
5 Manage Task Create and Marketin CRM Y Y crmCo CRM faces/mktImpo File
File maintain import g mmon Comm rtWorkArea Import
Import activities that on Activity
Activities contain process
criteria, file
mapping, and
schedule to
import external
files containing
business
objects, such as
sales leads,
customers, and
contacts, into
staging tables.
Page 21 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Load Task Manually load Trading CRM N Y
Geograph geography Commu
y Interface interface data nity
Data before running Model
the geography
loader.
4 Run Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
Geograph monitor the Commu mmon Comm INF/Schedule Commu
y Loader process to load nity on Request- nity
geography data Model taskflow.xml# Geograp
from external ScheduleReq hy
data providers. uest-taskflow
4 Run Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
Maintain monitor the Commu mmon Comm INF/Schedule Commu
Geograph process to nity on Request- nity
y Name verify Model taskflow.xml# Geograp
Referenci addresses ScheduleReq hy
ng against uest-taskflow
reference
geography
data.
Page 22 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Run Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Geocode monitor the Commu mmon Comm INF/Schedule
Generatio process to load nity on Request-
n geocode data Model taskflow.xml#
for addresses. ScheduleReq
uest-taskflow
4 Manage Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Geograph define lookup Commu up tions nd.applcore.l on
y Lookups values that nity Core ookups.webs Standar
provide choices Model Setup ervice.Looku d
related to pWS Lookup
geographies,
such as
address
validation
methods.
3 Define Task Purchas Procure Y Y
Enterprise List ing ment
for
Procurem
ent
Page 23 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Create and Global HCM Y Y hcmCo HCM /WEB- oracle.apps.h Location
Locations manage the Human reSetu Core INF/oracle/ap cm.locations.l ,
locations Resourc p Setup ps/hcm/locatio ocationMigrat Location
relevant to your es ns/ui/flow/loca ionServiceV2 Address
enterprise. For tion_task_flow .LocationMigr Usage,
example, create .xml#location_ ationService, Location
the locations task_flow oracle.apps.h Detail
where people cm.locations.l
work as well as ocationMigrat
the locations of ionServiceV2
your external .LocationMigr
organizations. ationService,
oracle.apps.h
cm.locations.l
ocationMigrat
ionServiceV2
.LocationMigr
ationService
4 Manage Task Review and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Enterpris
Enterprise update Human reSetu Core INF/oracle/ap cm.organizati e
HCM information Resourc p Setup ps/hcm/organi ons.migration
Informatio associated to es zations/core/ui .enterpriseDe
n the enterprise, /flow/Enterpris tailServiceV2
such as default eManageFlow .EnterpriseD
work day .xml#Enterpris etailService
information. eManageFlow
Page 24 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Legal List ing ment
Jurisdictio
ns and
Authoritie
s for
Procurem
ent
4 Manage Task Define the Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Jurisdicti
Legal geographic Entity ls alCom al INF/oracle/ap nancials.legal on
Jurisdictio area or areas Configur mon Comm ps/financials/l Entity.legalE Function
ns for which a ator on egalEntity/leg ntities.jurisdic , Legal
legal authority alEntities/ui/flo tionMigration Entity
is responsible. w/Jurisdiction Service.Juris Jurisdicti
SearchFlow.x dictionMigrati on
ml#Jurisdictio onService,
nSearchFlow oracle.apps.fi
nancials.legal
Entity.legalE
ntities.jurisdic
tionMigration
Service.Juris
dictionMigrati
onService
Page 25 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Associate a Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Legal governing legal Entity ls alCom al INF/oracle/ap nancials.legal Authority
Authoritie body that Configur mon Comm ps/financials/l Entity.legalE Party,
s operates within ator on egalEntity/leg ntities.partyM Tax
a jurisdiction to alEntities/ui/flo igrationServic Authority
a legal entity for w/LegalAuthor e.PartyMigrat Tax
purposes of itySearchFlow ionService, Profile
providing legal .xml#LegalAut oracle.apps.fi
reports and horitySearchFl nancials.tax.c
financial ow onfiguration.p
statements. arty.partySer
vice.TaxAuth
orityTaxProfil
eService
4 Manage Task Create the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Legal address a legal Entity ls alCom al INF/oracle/ap nancials.legal Address
Addresse entity uses to Configur mon Comm ps/financials/l Entity.legalE for Legal
s register with a ator on egalEntity/leg ntities.partyM Entity
legal authority. alEntities/ui/flo igrationServic and
Legal entities w/LegalAddre e.PartyMigrat Legal
can use ssSearchFlow ionService Reportin
different .xml#LegalAd g Unit
addresses for dressSearchFl
different ow
authorities and
hence, may
Page 26 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

have more than
one registered
address. The
legal address
must be located
within the
territory
entered.
4 Manage Task Review and Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Legal maintain lookup Entity ls alCom al INF/oracle/ap nancials.com s
Entity values for legal Configur mon Comm ps/financials/c monModules. Generic
Configurat entities, such as ator on ommonModul appsLookups Lookup
or registration es/appsLooku .appsLookup
Lookups codes and legal ps/ui/flow/Man Service.apps
functions. ageGenericLo LookupServic
okupTF.xml# e
ManageGener
icLookupTF
4 Manage Task Define Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Legal validation and Entity ls up tions nd.applcore.fl on
Entity display Configur Core ex.webservic Descripti
Configurat properties of ator Setup e.Descriptive ve
or descriptive FlexfieldWS Flexfield
Descriptiv flexfields for
e Flexfield ledgers.
Descriptive
Page 27 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

flexfields are
used to add
custom
attributes to
entities.
4 Manage Task Define profile Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Legal option settings Entity ls up tions nd.applcore.p on
Entity and values to Configur Core rofiles.webse Profile
Configurat control the time ator Setup rvice.Profile Value
or Profile zone based on WS
Options the legal entity
location.
Legal List ing ment
Entities
for
Procurem
ent
4 Manage Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Legislati
Legislativ manage the Human reSetu Core INF/oracle/ap cm.legislative ve Data
e Data legislative data Resourc p Setup ps/hcm/legisla DataGroups.l Group
Groups groups in which es tiveDataGroup egislativeDat
you separate s/ui/flow/Legisl aGroupMigra
payroll ativeDataGrou tionService.L
information psTaskFlow.x egislativeDat
Page 28 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

within a legal ml#Legislative aGroupsMigr
entity. DataGroupsT ationService
askFlow
4 Manage Task Create and Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Legal maintain Entity ls alCom al INF/oracle/ap nancials.legal Entity
Entity information for Configur mon Comm ps/financials/l Entity.legalE
legal entities ator on egalEntity/leg ntities.legalE
and legal alEntities/ui/flo ntityMigration
reporting units w/LegalEntity Service.Legal
to achieve legal UpdateFlow.x EntityMigratio
compliance for ml#LegalEntit nService
business yUpdateFlow
activities
handled by the
Oracle Fusion
applications.
4 Manage Task Define the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Legal identity related Entity ls alCom al INF/oracle/ap nancials.legal Entity
Entity details of a Configur mon Comm ps/financials/l Entity.legalE and
Registrati legal entity with ator on egalEntity/leg ntities.legalE Legal
ons the appropriate alEntities/ui/flo ntityMigration Reportin
government or w/Registration Service.Legal g Unit
legal authorities SearchFlow.x EntityMigratio Registrat
Page 29 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

for the purpose ml#Registratio nService ion
of claiming and nSearchFlow
ensuring legal
or commercial
rights and
responsibilities.
4 Manage Task Define legal Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Intercomp entities that Entity ls alCom al INF/oracle/ap nancials.legal Entity
any cannot have an Configur mon Comm ps/financials/l Entity.legalE
Exception intercompany ator on egalEntity/leg ntities.legalE
s relationship with alEntities/ui/flo ntityMigration
the legal entity w/Intercompa Service.Legal
being created nyExceptionFl EntityMigratio
or updated. ow.xml#Interc nService
ompanyExcep
tionFlow
4 Manage Task Create country- Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Legal specific Entity ls alCom al INF/oracle/ap nancials.legal Entity
Entity financial data Configur mon Comm ps/financials/l Entity.legalE
Financial for legal entities ator on egalEntity/leg ntities.legalE
Informatio for reporting alEntities/ui/flo ntityMigration
n purposes. w/LEFinancial Service.Legal
sInformationFl EntityMigratio
ow.xml#LEFin nService
ancialsInforma
tionFlow
Page 30 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Manage legal Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Legal
Legal reporting units, Human reSetu Core INF/oracle/ap cm.organizati Employe
Entity also known as Resourc p Setup ps/hcm/organi ons.migration r
HCM tax reporting es zations/core/ui .legalEmploy Organiz
Informatio units, to group /flow/Organiza erServiceV2. ation,
n employee tionsMainArea LegalEmploy Legal
records for tax Flow.xml#Org erMigrationS Employe
and social anizationsMai ervice, r
reporting. nAreaFlow oracle.apps.h Organiz
cm.organizati ation
ons.migration Unit
.legalEmploy Classific
erServiceV2. ation,
LegalEmploy Payroll
erMigrationS Statutory
ervice, Unit
oracle.apps.h Organiz
cm.organizati ation,
ons.migration Payroll
.payrollStatut Statutory
oryUnitServic Unit
eV2.PayrollSt Organiz
atutoryUnitMi ation
grationServic Classific
e, ation
oracle.apps.h
Page 31 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

cm.organizati
ons.migration
.payrollStatut
oryUnitServic
eV2.PayrollSt
atutoryUnitMi
grationServic
e
4 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Legal maintain tax ls alCom al INF/oracle/ap nancials.tax.c Classific
Entity Tax profiles that mon Comm ps/financials/t onfiguration.p ation
Profiles contain tax on ax/configuratio arty.partySer Entity
information that n/party/ui/flow/ vice.LegalEnt Associati
relate to a legal LegalEntityTa ityTaxProfile on,
entity's xProfileSearch Service, Legal
transaction tax Flow.xml#Leg oracle.apps.fi Entity
activities. alEntityTaxPro nancials.tax.c Regime
fileSearchFlo onfiguration.p Subscrip
w arty.partySer tion,
vice.LegalEnt Legal
ityTaxProfile Entity
Service, Tax
oracle.apps.fi Profile
nancials.tax.c
onfiguration.p
arty.partySer
Page 32 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

vice.LegalEnt
ityTaxProfile
Service
3 Define Task Define financial Purchas Procure Y Y

Financial List reporting ing ment
Reporting structures for
Structures Procurement,
for which includes
Procurem chart of
ent accounts and
accounting
configurations.
Chart of List ing ment
Accounts
of
Enterprise
Structures
for
Procurem
ent
Page 33 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Create new or General Financia Y Y fndSet Applica oracle.apps.f Applicati
Chart of review existing Ledger ls up tions nd.applcore.fl on
Accounts value sets for Core ex.webservic Flexfield
Value association with Setup e.ValueSetW Value
Sets a key flexfield S Set
segment.
5 Manage Task Review and General Financia Y Y fndSet Applica oracle.apps.f Applicati
Chart of update existing Ledger ls up tions nd.applcore.fl on Key
Accounts account Core ex.webservic Flexfield
Structures structures that Setup e.KeyFlexfiel
support chart of dWS
accounts
structure
instances,
which are used
to record
transactions
and maintain
account
balances, or
create new
account
structures.
Page 34 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Chart of update existing Ledger ls up tions nd.applcore.fl on Key
Accounts account Core ex.webservic Flexfield
Structure structure Setup e.KeyFlexfiel
Instances instances used dWS
to record
transactions
and maintain
account
balances, or
create new
account
structure sets.
Chart of update existing Ledger ls up tions nd.applcore.fl on
Accounts groups of Core ex.webservic Flexfield
Value Set values assigned Setup e.ValueSetW Value
Values to a key flexfield S Set
segment, or
create new
groups of
values.
Page 35 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Review and General Financia N Y Ledger Ledger /WEB- General
Account update existing Ledger ls INF/oracle/ap Ledger
Combinati combinations of ps/financials/g Account
ons accounting eneralLedger/ Combina
flexfield accounts/code tion
segment Combinations/
values, and ui/flow/Manag
create new eCodeCombin
combinations. ationFlow.xml
#ManageCod
eCombination
Flow
5 Define Task Maintain Purchas Procure N Y
Advanced List advanced ing ment
Chart of account
Accounts configuration.
Configurat
ion for
Procurem
ent
6 Manage Task Review and General Financia N Y fndSet Applica oracle.apps.f Applicati
Segment update security Ledger ls up tions nd.applcore.fl on
Value rules for chart Core ex.webservic Flexfield
Security of accounts Setup e.ValueSetW Value
Rules segment values S Set
Page 36 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

6 Manage Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.f Applicati
Cross- update existing Ledger ls INF/oracle/ap nd.applcore.fl on Key
Validation restrictions that ps/financials/g ex.webservic Flexfield
Rules prevent eneralLedger/ e.KeyFlexfiel
particular accounts/cros dWS
account sValidation/ui/f
combinations low/CrossValL
from being ocalareaFlow.
newly created, xml#CrossVal
and create new LocalareaFlow
restrictions.
5 Manage Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Accountin update existing Ledger ls INF/oracle/ap nancials.gen ng
g groupings of ps/financials/g eralLedger.c Calenda
Calendars accounting eneralLedger/ alendars.acc r
periods, and calendars/acc ounting.calen
create new ounting/ui/flow darsService.
groupings. /CalendarLoca CalendarsSe
lareaFlow.xml rvice
#CalendarLoc
alareaFlow
Page 37 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Accountin List ing ment
g
Configurat
ions of
Enterprise
Structures
for
Procurem
ent
5 Manage Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Primary update a self- Ledger ls INF/oracle/ap nancials.gen Configur
Ledgers contained ps/financials/g eralLedger.le ation
accounting eneralLedger/l dgers.ledger Detail,
information set, edgers/ledger Definitions.le Primary
and define new Definitions/ui/fl dgersService Ledger,
information ow/PrimaryLe .LedgersServ Primary
sets. dgerCreateFlo ice, Ledger
w.xml#Primary oracle.apps.fi Configur
LedgerCreate nancials.gen ation
Flow eralLedger.le
dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice,
Page 38 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice
5 Assign Task Associate a General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger,
Legal recognized Ledger ls INF/oracle/ap nancials.gen Ledger
Entities party with given ps/financials/g eralLedger.le Configur
rights and eneralLedger/l dgers.ledger ation
responsibilities edgers/ledger Definitions.le Detail,
by legislation Definitions/ui/fl dgersService Primary
with an ow/LegalEntity .LedgersServ Ledger
accounting AssignmentFl ice, Configur
configuration. ow.xml#Legal oracle.apps.fi ation
EntityAssignm nancials.gen
entFlow eralLedger.le
dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
Page 39 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

eralLedger.le
dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice
5 Specify Task Define the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger,
Ledger various Ledger ls INF/oracle/ap nancials.gen Ledger
Options additional ps/financials/g eralLedger.le Configur
attributes for eneralLedger/l dgers.ledger ation
the ledger. edgers/ledger Definitions.le Detail,
Definitions/ui/fl dgersService Primary
ow/LedgerOpti .LedgersServ Ledger
onsConsolidat ice, Configur
edFlow.xml#L oracle.apps.fi ation
edgerOptions nancials.gen
ConsolidatedF eralLedger.le
low dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Page 40 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Definitions.le
dgersService
.LedgersServ
ice
5 Assign Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Balancing of account Ledger ls INF/oracle/ap nancials.gen Configur
Segment segment values ps/financials/g eralLedger.le ation
Values to to a legal entity eneralLedger/l dgers.ledger Detail,
Legal where edgers/ledger Definitions.le Ledger
Entities transactions will Definitions/ui/fl dgersService Segment
be balanced for ow/LegalEntity .LedgersServ Value
each of the BSVAssignme ice, Assignm
values in the ntFlow.xml#Le oracle.apps.fi ent,
segment. galEntityBSVA nancials.gen Primary
ssignmentFlo eralLedger.le Ledger
w dgers.ledger Configur
Definitions.le ation
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Page 41 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Definitions.le
dgersService
.LedgersServ
ice
5 Assign Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Balancing of account Ledger ls INF/oracle/ap nancials.gen Configur
Segment segment values ps/financials/g eralLedger.le ation
Values to to a ledger eneralLedger/l dgers.ledger Detail,
Ledger where edgers/ledger Definitions.le Ledger
transactions will Definitions/ui/fl dgersService Segment
be balanced for ow/LedgerBS .LedgersServ Value
each of the VAssignmentF ice, Assignm
values in the low.xml#Ledg oracle.apps.fi ent,
segment. erBSVAssign nancials.gen Primary
mentFlow eralLedger.le Ledger
dgers.ledger Configur
Definitions.le ation
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Page 42 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Definitions.le
dgersService
.LedgersServ
ice
5 Manage Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger,
Reporting update a self- Ledger ls INF/oracle/ap nancials.gen Ledger
Currencie contained ps/financials/g eralLedger.le Configur
s accounting eneralLedger/l dgers.ledger ation
information set edgers/ledger Definitions.le Detail,
that differs in Definitions/ui/fl dgersService Primary
currency from ow/LedgerRep .LedgersServ Ledger
the primary ortingCurrenc ice, Configur
ledger, and yFlow.xml#Le oracle.apps.fi ation
define new dgerReporting nancials.gen
information CurrencyFlow eralLedger.le
sets. dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Page 43 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Definitions.le
dgersService
.LedgersServ
ice
5 Review Task Verify and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger,
and submit the Ledger ls INF/oracle/ap nancials.gen Ledger
Submit accounting ps/financials/g eralLedger.le Configur
Accountin configuration for eneralLedger/l dgers.ledger ation
g completion. edgers/ledger Definitions.le Detail,
Configurat Definitions/ui/fl dgersService Primary
ion ow/Accounting .LedgersServ Ledger
SetupSummar ice, Configur
yFlow.xml#Ac oracle.apps.fi ation
countingSetup nancials.gen
SummaryFlow eralLedger.le
dgers.ledger
Definitions.le
dgersService
.LedgersServ
ice,
oracle.apps.fi
nancials.gen
eralLedger.le
dgers.ledger
Page 44 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Definitions.le
dgersService
.LedgersServ
ice
3 Define Task Define business Purchas Procure Y Y

Organizati List units and ing ment
on facilities for the
Structures Procurement
for offering.
Procurem
ent
4 Define Task Define the Purchas Procure Y Y
Business List configuration of ing ment
Units for business units
Procurem for Procurement
ent usage.
5 Manage Task Create and Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Business maintain ls ls reSetu Core INF/oracle/ap nancials.com s Unit
Unit information on Commo p Setup ps/financials/c monModules.
units of an n ommonModul businessUnit
enterprise to Module es/businessU s.businessUn
allow for flexible nits/ui/flow/Bu itService.Busi
implementation, SearchFlow.x nessUnitServ
to provide a ml#BuSearch ice
Page 45 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

consistent entity Flow
for controlling
and reporting
on transactions,
and to be an
anchor for the
sharing of
reference data
sets across
applications.
5 Verify Task Generate data Financia Financia N Y apm Authori faces/AuthPoli
Data Role roles or verify ls ls zation cyMgr.jspx
Generatio the data roles if Commo Policy
n for already n Manag
Business generated. Module er
Unit
5 Provision Task Provision Financia Financia N Y admin Oracle faces/pages/S
Roles to implementation ls ls Identity elf.jspx
Implement users with job Commo Manag
ation or data roles, n ement
Users for such as Module
Business Application
Unit Implementation
Consultant, IT
Security
Manager, or
Page 46 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Application
Administrator
for a product
family.
5 Assign Task Assign Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Business business ls ls reSetu Core INF/oracle/ap nancials.com s
Unit functions to be Commo p Setup ps/financials/c monModules. Function
Business performed by a n ommonModul businessUnit Relation
Function business unit, Module es/businessU s.businessUn ship,
such as nits/ui/flow/Bu itService.Busi Busines
customer UsageFlow.x nessUnitServ s
invoicing and ml#BuUsageF ice, Function
order capture. low oracle.apps.fi to
nancials.com Referen
monModules. ce
businessUnit Groups
s.businessUn Mapping
itService.Busi ,
nessUnitServ Busines
ice, s
oracle.apps.fi Function
nancials.com s
monModules. Metadat
businessUnit a,
Page 47 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

s.businessUn Busines
itService.Busi s Unit
nessUnitServ Busines
ice, s
oracle.apps.fi Function
nancials.com
monModules.
businessUnit
s.businessUn
itService.Busi
nessUnitServ
ice
5 Verify Task Generate data Financia Financia N Y apm Authori faces/AuthPoli
Data Role roles or verify ls ls zation cyMgr.jspx
Generatio the data roles if Commo Policy
n for already n Manag
Business generated. Module er
Unit
Business
Function
5 Provision Task Provision Financia Financia N Y admin Oracle faces/pages/S
Roles to implementation ls ls Identity elf.jspx
Implement users with job Commo Manag
ation or data roles, n ement
Users for such as Module
Business Application
Page 48 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Unit Implementation
Business Consultant, IT
Function Security
Manager, or
Application
Administrator
for a product
family.
5 Manage Task Manage Financia Financia N Y Financi Financi /WEB- Busines
Business business unit ls ls alCom al INF/oracle/ap s Unit
Unit Data data access for Commo mon Comm ps/financials/c User
Access for user n on ommonModul Data
Users provisioned Module es/shared/dat Access
roles, an aSecurity/ui/fl
example would ow/ManageDa
be to assign a taAccessFlow.
business unit to xml#ManageD
a user with the ataAccessFlo
Accounts w
Receivable
Manager job
role.
Page 49 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Assign Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
Business reference data, ls ls reSetu Core INF/oracle/ap nancials.com s Unit
Unit Set which Commo p Setup ps/financials/c monModules. Set
Assignme represents n ommonModul businessUnit Assignm
nt business rules Module es/businessU s.businessUn ent
and policies, to nits/ui/flow/Bu itService.Busi
business units. SetAssignmen nessUnitServ
tFlow.xml#Bu ice
SetAssignmen
tFlow
5 Manage Task Assign service Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
Service provider ls ls reSetu Core INF/oracle/ap nancials.com s Unit
Provider business units Commo p Setup ps/financials/c monModules. Service
Relations to client n ommonModul businessUnit Provider
hips business units Module es/businessU s.businessUn Relation
to provide nits/ui/flow/Bu itService.Busi ship
business ServiceProvid nessUnitServ
functions such erFlow.xml#B ice
as uServiceProvi
procurement, derFlow
payables
payments, and
customer
payments.
Page 50 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 View Task View client Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
Service business units ls ls reSetu Core INF/oracle/ap nancials.com s Unit
Clients that use Commo p Setup ps/financials/c monModules. Service
business n ommonModul businessUnit Provider
functions Module es/businessU s.businessUn Relation
provided by a nits/ui/flow/Bu itService.Busi ship
service provider ViewServiceCl nessUnitServ
business unit. ientFlow.xml# ice
BuViewServic
eClientFlow
5 Manage Task Configure item Supply SCM Y Y hcmCo HCM /WEB- oracle.apps.h Inventor
Item organization Chain reSetu Core INF/oracle/ap cm.organizati y
Organizati structures to Manage p Setup ps/hcm/organi ons.inv.ware Organiz
ons use in ment zations/inv/wa houseParam ation
standalone Commo rehousePara eters.itemOrg Parent
application n meters/public anizationServ for Item
deployments Compon Ui/flow/Maintai ice.ItemOrga Organiz
with Oracle ents nItemOrganiz nizationServi ation,
Fusion Product ationFlow.xml ce, Inventor
Model. #MaintainItem oracle.apps.h y
Structures OrganizationFl cm.organizati Organiz
contain ow ons.inv.ware ation
information on houseParam child for
the parent item, eters.itemOrg Item
components, anizationServ Organiz
attachments, ice.ItemOrga ation,
Page 51 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

and descriptive nizationServi Item
elements. ce, Organiz
oracle.apps.h ation,
cm.organizati Item
ons.inv.ware Organiz
houseParam ation
eters.itemOrg Child for
anizationServ Item
ice.ItemOrga Organiz
nizationServi ation
ce,
oracle.apps.h
cm.organizati
ons.inv.ware
houseParam
eters.itemOrg
anizationServ
ice.ItemOrga
nizationServi
ce
4 Define Task Define Purchas Procure Y Y
Facilities List inventory, item, ing ment
for and cost
Procurem organizations.
ent Inventory
organizations
Page 52 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

represent
facilities that
manufacture or
store items. The
item master
organization
holds a single
definition of
items that can
be shared
across many
inventory
organizations.
Cost
organizations
group inventory
organizations
within a legal
entity to
establish the
cost accounting
policies.
Page 53 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Shift
Facility facility shifts to Chain mmon mmon INF/oracle/ap rmCommon.s
Shifts represent a Manage ps/crmCommo chedules.shif
time period that ment n/schedules/p tService.Shift
affects a Commo ublicUi/flow/sc Service
resource's n hedulesShiftLi
availability. A Compon stViewTF.xml
shift can be ents #schedulesShi
defined by start ftListViewTF
time and end
time, start time
and duration, or
only duration.
5 Manage Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Workday
Facility facility workday Chain mmon mmon INF/oracle/ap rmCommon.s Pattern
Workday patterns to Manage ps/crmCommo chedules.patt
Patterns represent a ment n/schedules/p ernService.P
collection of Commo ublicUi/flow/sc atternService
one or more n hedulesPatter
shifts over a Compon nListViewTF.x
number of days. ents ml#schedules
A pattern will PatternListVie
repeat itself for wTF
a specific date
range to define
the complete
Page 54 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

schedule of a
resource.
5 Manage Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Facility facility Chain mmon mmon INF/oracle/ap rmCommon.s e
Schedules schedules to Manage ps/crmCommo chedules.sch
define the ment n/schedules/p eduleService.
actual calendar Commo ublicUi/flow/sc ScheduleSer
dates worked, n hedulesSched vice
and the pattern Compon uleListViewTF
shifts to apply ents .xml#schedule
to those dates sScheduleList
worked. The ViewTF
date range in a
schedule is
defined by a
schedule start
date and a
schedule end
date.
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Configure Supply SCM N Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Facility facility schedule Chain mmon mmon INF/oracle/ap rmCommon.s e
Schedule exceptions to Manage ps/crmCommo chedules.ava Exceptio
Exception define ment n/schedules/p ilabilityExcept n
s deviations in Commo ublicUi/flow/sc ionService.A
availability from n hedulesAvaila vailabilityExc
a schedule. Compon bilityException eptionService
Exceptions can ents ListViewTF.x
be added to ml#schedules
one or more AvailabilityExc
schedules. eptionListView
TF
5 Manage Task Configure Supply SCM Y Y hcmCo HCM /WEB- oracle.apps.h Inventor
Inventory inventory Chain reSetu Core INF/oracle/ap cm.organizati y
Organizati organizations to Manage p Setup ps/hcm/organi ons.inv.ware Organiz
ons describe distinct ment zations/inv/wa houseParam ation,
entities within Commo rehousePara eters.inventor Inventor
the company n meters/public yOrganizatio y
such as Compon Ui/flow/Maintai nService.Inve Organiz
manufacturing ents nInventoryOrg ntoryOrganiz ation
facilities, anizationFlow. ationService, Parent
warehouses, or xml#MaintainI oracle.apps.h for
distribution nventoryOrga cm.organizati Inventor
centers. nizationFlow ons.inv.ware y
houseParam Organiz
eters.inventor ation,
Page 56 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

yOrganizatio Item
nService.Inve Organiz
ntoryOrganiz ation
ationService, Child for
oracle.apps.h Inventor
cm.organizati y
houseParam ation,
eters.inventor Item
yOrganizatio Organiz
nService.Inve ation
ntoryOrganiz Parent
ationService, for
oracle.apps.h Inventor
cm.organizati y
houseParam ation
eters.inventor
yOrganizatio
nService.Inve
ntoryOrganiz
ationService
Page 57 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Verify Task Generate data Supply SCM N Y apm Authori faces/AuthPoli
Data Role roles or verify Chain zation cyMgr.jspx
Generatio the data roles if Manage Policy
n for already ment Manag
Inventory generated. Commo er
Organizati n
ons and Compon
Manufactu ents
ring
Plants
5 Provision Task Provision Supply SCM N Y admin Oracle faces/pages/S
Roles to implementation Chain Identity elf.jspx
Implement users with job Manage Manag
ation or data roles, ment ement
Users for such as Commo
Inventory Application n
Organizati Implementation Compon
ons and Consultant, IT ents
Manufactu Security
ring Manager, or
Plants Application
Administrator
for a product
family.
Page 58 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Manage Financia Financia N Y Financi Financi /WEB- Inventor
Inventory inventory ls ls alCom al INF/oracle/ap y
Organizati organization Commo mon Comm ps/financials/c Organiz
on Data data access for n on ommonModul ation
Access for user Module es/shared/dat User
Users provisioned aSecurity/ui/fl Data
roles with a ow/ManageDa Access
security context taAccessFlow.
of inventory xml#ManageD
organization. ataAccessFlo
w
5 Manage Task Define and Purchas Procure N Y hcmCo HCM /WEB- oracle.apps.h Inventor
Inventory maintain ing ment reSetu Core INF/oracle/ap cm.locations. y
Organizati locations that p Setup ps/hcm/locatio prc.locationIn Organiz
on are associated ns/ui/flow/loca ventoryOrgMi ation
Locations with inventory tion_task_flow grationServic Location
organizations. .xml#location_ e.LocationInv
For example, a task_flow entoryOrgMig
location for a rationService
warehousing
facility.
Page 59 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Purchas Procure N Y
Workforce List ing ment
Structures
for
Procurem
ent
4 Manage Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Division,
Divisions manage the Human reSetu Core INF/oracle/ap cm.organizati Division
organizations Resourc p Setup ps/hcm/organi ons.migration Organiz
that represent es zations/core/ui .divisionServi ation
lines of /flow/Divisions ceV2.Division Unit
business in the ManageFlow.x MigrationSer Classific
enterprise. ml#DivisionsM vice, ation
anageFlow oracle.apps.h
cm.organizati
ons.migration
.divisionServi
ceV2.Division
MigrationSer
vice
4 Manage Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Departm
Departme manage the Human reSetu Core INF/oracle/ap cm.organizati ent,
nts organizations to Resourc p Setup ps/hcm/organi ons.migration Departm
which workers es zations/core/ui .departmentS ent
can be /flow/Departm erviceV2.Dep Organiz
assigned. entsManageFl artmentMigra ation
Page 60 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ow.xml#Depar tionService, Unit
tmentsManag oracle.apps.h Classific
eFlow cm.organizati ation
ons.migration
.departmentS
erviceV2.Dep
artmentMigra
tionService
4 Manage Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job
Job manage job Human reSetu Core INF/oracle/ap cm.workStruc Family
Families families used Resourc p Setup ps/hcm/workS tures.jobs.job
for reporting es tructures/jobs/ FamilyMigrati
purposes or ui/flow/JobFa onService.Jo
determining milyTaskFlow. bFamilyMigra
cross job xml#JobFamil tionService
qualifications. yTaskFlow
4 Manage Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job,
Job manage jobs. Human reSetu Core INF/oracle/ap cm.workStruc HR Job
Resourc p Setup ps/hcm/workS tures.jobs.job Evaluati
es tructures/jobs/ MigrationSer on, HR
ui/flow/JobsM viceV2.JobMi Job
ainTaskFlow.x grationServic Valid
ml#JobsMainT e, Grade
askFlow oracle.apps.h
cm.workStruc
tures.jobs.job
Page 61 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

MigrationSer
viceV2.JobMi
grationServic
e,
oracle.apps.h
cm.workStruc
tures.jobs.job
MigrationSer
viceV2.JobMi
grationServic
e
2 Define Task Enable users to Purchas Procure Y Y
Security List perform ing ment
for functions
Procurem related to their
ent job roles.
3 Manage Task Review, create, Y Y admin Oracle faces/pages/S
Job Roles or update Identity elf.jspx
enterprise-wide Manag
abstract and job ement
roles. Create
role hierarchies.
Page 62 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Review the Y Y apm Authori faces/AuthPoli
Duties logical zation cyMgr.jspx
groupings of Policy
tasks that Manag
define duty er
roles. Provision
duty roles to
abstract, job, or
other duty roles.
3 Define Task Define Purchas Procure N Y
Data List accounting ing ment
Security security and
for encryption.
Procurem Manage data
ent security policies
and data roles.
4 Manage Task Review, create, N Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Data or update zation cyMgr.jspx nd.applcore.d on Data
Security grants of Policy ataSecurity.w Security
Policies entitlement to a Manag ebservice.Da Policy
user or role on er taSecurityWS
an object or
attribute group
for a given
condition.
Page 63 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Review data Oracle Commo N Y apm Authori faces/AuthPoli
Role role templates Middlew n zation cyMgr.jspx
Templates and generate are Policy
data roles Extensio Manag
based on a ns for er
dimension such Applicati
as business ons
unit.
4 Manage Task Create HCM Global HCM N Y hcmCo HCM /WEB-
Data Role data roles to Human reSetu Core INF/oracle/ap
and enable users, Resourc p Setup ps/hcm/securit
Security such as human es y/ui/flow/Mana
Profiles resource geDataRolesF
specialists, low.xml#Mana
benefits geDataRolesF
specialists, and low
payroll
managers, to
access the
HCM data
required by
their job roles.
Assign security
profiles to
abstract roles,
such as
Page 64 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

employee and
line manager, to
enable users to
access
standard data
for those roles.
3 Define Task Define supplier Purchas Procure N Y
Trading List and customer ing ment
Partner security.
Security
4 Manage Task Define the roles Supplier Procure N Y procure Procur /WEB- Supplier
Supplier that can be Model ment ment ement INF/oracle/ap Role
User provisioned to ps/prc/poz/use
Roles supplier users. rs/publicUi/flo
w/SupplierRol
eProvisionFlo
w.xml#Supplie
rRoleProvision
Flow
Supplier a supplier Model ment ment ement INF/oracle/ap Role
User Role administrator ps/prc/poz/use
Usages can provision rs/publicUi/flo
and set default w/SupplierRol
Page 65 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

roles for Oracle eProvisionFlo
Fusion Supplier w.xml#Supplie
Portal and rRoleProvision
Oracle Fusion Flow
Sourcing.
3 Define Task Configure user Purchas Procure N Y
Users for List access to HCM ing ment
Procurem data and
ent functions.
4 Manage Task Create and Global HCM Y Y hcmCo HCM /WEB-

HCM Role manage rules Human reSetu Core INF/oracle/ap
Provisioni for provisioning Resourc p Setup ps/hcm/securit
ng Rules roles to people es y/ui/flow/Role
based on MappingSearc
assignment hFlow.xml#Ro
information, leMappingSea
such as job, rchFlow
position, and
person type.
4 Import Task Import Worker HCM HCM N Y hcmCo HCM /WEB- User
Worker users as HCM Commo reSetu Core INF/oracle/ap
Users Workers from n p Setup ps/hcm/comm
legacy Architec on/batchLoad
applications. ture er/ui/flow/Laun
Page 66 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

The import chSpreadshee
process will tLoaderFlow.x
automatically ml#LaunchSpr
create user eadsheetLoad
accounts and erFlow
assign roles to
workers using
HCM role
provisioning
rules.
4 Manage Task Manage Global HCM Y Y hcmCo HCM /WEB- User
Users application user Human re Core INF/oracle/ap
definitions. Resourc Proces ps/hcm/people
es ses /search/public
Ui/primary/flo
w/UserSearch
TF.xml#UserS
earchTF
4 Manage Task Manage Financia Financia N Y Financi Financi /WEB- Busines
Business business unit ls ls alCom al INF/oracle/ap s Unit
Unit Data data access for Commo mon Comm ps/financials/c User
Access for user n on ommonModul Data
Users provisioned Module es/shared/dat Access
roles, an aSecurity/ui/fl
example would ow/ManageDa
be to assign a taAccessFlow.
Page 67 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

business unit to xml#ManageD
a user with the ataAccessFlo
Accounts w
Receivable
Manager job
role.
3 Define Task Define the GRC GRC Y Y
Automate List controls that Applicati
d automate the on
Governan analysis of Access
ce, Risk, data-related Controls
and and address- Governo
Performan related issues r
ce to mitigate risk
Controls and optimize
performance of
an organization.
4 Manage Task Manage the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Applicatio rules and Applicati up Setup INF/oracle/ap rc.gra.setup. nce Risk
n Access resolve issues on ps/grc/gra/set model.applic and
Controls that relate to Access up/ui/flow/grcc ationModule. Complia
the Controls -setup- GrcSetupCon nce
appropriateness Governo taskflow.xml# figService Setup
of access within r grcc-setup- Configur
an application. taskflow ation
Page 68 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Applicatio rules that Applicati up Setup INF/oracle/ap rc.gra.setup. nce Risk
n proactively on ps/grc/gra/set model.applic and
Preventiv manage the Access up/ui/flow/grcc ationModule. Complia
e Controls ability of users Controls -setup- GrcSetupCon nce
to interact Governo taskflow.xml# figService Setup
within an r grcc-setup- Configur
application. taskflow ation
n resolve issues on ps/grc/gra/set model.applic and
Transactio that relate to Access up/ui/flow/grcc ationModule. Complia
n Controls the Controls -setup- GrcSetupCon nce
appropriateness Governo taskflow.xml# figService Setup
of transactions r grcc-setup- Configur
that exist within taskflow ation
an application.
4 Manage Task Maintain the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
n resolve issues on ps/grc/gra/set model.applic and
Configurat that relate to Access up/ui/flow/grcc ationModule. Complia
ion the Controls -setup- GrcSetupCon nce
Controls configurations Governo taskflow.xml# figService Setup
that exist within r grcc-setup- Configur
an application taskflow ation
Page 69 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

1 Define Task Define and Purchas Procure Y N
Common List maintain setup ing ment
Procurem components for
ent the common
Configurat procurement
ion configuration
including
catalogs,
supplier
configuration,
account rules,
and taxes.
2 Define Task Create and edit Product SCM Y Y
Basic List catalogs, create Model
Catalogs and edit
category
hierarchies and
assign items to
the catalog.
3 Manage Task Create and edit Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Product value sets. Model up tions nd.applcore.fl on
and Child Core ex.webservic Flexfield
Value Setup e.ValueSetW Value
Sets S Set
Page 70 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Define the Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Key catalog key Model up tions nd.applcore.fl on Key
Flexfield flexfield Core ex.webservic Flexfield
for segments and Setup e.KeyFlexfiel
Catalogs validation for dWS
use as catalog
classification
keys. The
catalog key
flexfield must
be defined for
Oracle Product
Fusion Model to
operate
correctly.
3 Manage Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Catalog catalog Model up tions nd.applcore.fl on
Descriptiv descriptive Core ex.webservic Descripti
e flexfield Setup e.Descriptive ve
Flexfields attributes. FlexfieldWS Flexfield
Category category Model up tions nd.applcore.fl on
e flexfield Setup e.Descriptive ve
Flexfields attributes. FlexfieldWS Flexfield
Page 71 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Create, edit, Product SCM N Y product Produc /faces/Manag oracle.apps.s Item
Catalogs and publish Model Manag t eCatalog cm.productM Catalog,
catalogs. ement Manag odel.catalogs Item
Comm ement .catalogServi Categor
on Comm ce.CatalogSe y, Valid
on rvice, Catalog
oracle.apps.s Categor
cm.productM y
odel.catalogs
.catalogServi
ce.CatalogSe
rvice,
oracle.apps.s
cm.productM
odel.catalogs
.catalogServi
ce.CatalogSe
rvice
3 Manage Task Edit catalog Product SCM Y Y product Produc /WEB- oracle.apps.s Function
Default assignments for Model Manag t INF/oracle/ap cm.productM al Area
Catalogs functional ement Manag ps/scm/produc odel.catalogs Item
areas. Comm ement tModel/catalog .catalogServi Catalog,
on Comm s/ui/flow/Defa ce.CatalogSe Valid
on ultCatalogFlo rvice, Catalog
w.xml#Default oracle.apps.s Categor
CatalogFlow cm.productM y
Page 72 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

odel.catalogs
.catalogServi
ce.CatalogSe
rvice
2 Define Task Define and Supplier Procure N Y

Supplier List maintain setup Model ment
Configurat components
ion prior to creating
suppliers
including
lookups,
category
hierarchy,
supplier
numbering,
supplier value
sets, and
supplier
descriptive
flexfields.
Page 73 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Specify Task Specify the Supplier Procure N Y procure Procur /WEB- Supplier
Supplier supplier number Model ment ment ement INF/oracle/ap
Numberin to be used ps/prc/poz/sup
g when the next pliers/publicUi/
supplier record core/flow/Sup
is created. plierNumberS
etupFlow.xml#
SupplierNumb
erSetupFlow
3 Manage Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Supplier maintain the set Model ment up tions nd.applcore.l on
Type of values that Core ookups.webs Standar
Lookup categorize Setup ervice.Looku d
suppliers for pWS Lookup
reporting
purposes.
Tax maintain the set Model ment up tions nd.applcore.l on
Organizati of values that Core ookups.webs Standar
on Type categorize Setup ervice.Looku d
Lookup suppliers for tax pWS Lookup
reporting
purposes.
Page 74 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Create and Self Procure N Y procure Procur /WEB- Procure
Supplier maintain the Service ment ment ement INF/oracle/ap ment
Products supplier Procure ps/prc/por/cat Browse
and products and ment alogMgmt/pub Categor
Services services licUi/browseC y,
Category category ategory/flow/B Procure
Hierarchy hierarchy. rowseCategor ment
yMainAreaFlo Browse
w.xml#Browse Tree
CategoryMain
AreaFlow
Supplier maintain Model ment up tions nd.applcore.fl on
Value supplier value Core ex.webservic Flexfield
Sets sets. Setup e.ValueSetW Value
S Set
Supplier maintain the Model ment up tions nd.applcore.fl on
e flexfields value Setup e.Descriptive ve
Flexfields for the supplier. FlexfieldWS Flexfield
Page 75 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Review and edit Supplier Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Supplier Supplier Model ment up tions INF/oracle/ap nd.applcore. on
Messages messages. Core ps/fnd/applcor messages.w Messag
Setup e/messages/ui ebservice.Me e
/flow/Manage ssageWS
MessagesTF.
xml#Manage
MessagesTF
3 Configure Task Configure the Supplier Procure N Y Setup Setup /WEB-
Supplier service that Model ment INF/oracle/ap
Outbound allows ps/setup/com
Synchroni customers to monSetup/set
zation systematically upHub/public
Service synchronize Ui/flow/Endpoi
updates to ntPolicyFlow.x
supplier records ml#EndpointP
from Oracle olicyFlow
Fusion
Applications to
their own
applications.
Page 76 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Configure Task Configure Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Supplier profile entities Model ment ment ement INF/oracle/ap rc.poz.setup. Registrat
Registrati for supplier ps/prc/poz/set migratorServi ion and
on and registration and up/ui/flow/Sup ce.applicatio Self
Profile supplier profile plierConfigMai nModule.Sup Service
Change management. nAreaFlow.xm plierRegConfi Profile
Request l#SupplierCon gMigratorSer Configur
figMainAreaFl vice ation
ow
3 Define Task Define Supplier Procure N Y
Supplier List configurations Model ment
Registrati for supplier
on registration
Descriptiv descriptive
e flexfields.
Flexfields
Configurat
ion
Registrati supplier Core ex.webservic Flexfield
on Value registration Setup e.ValueSetW Value
Sets value sets. S Set
Page 77 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Registrati descriptive Core ex.webservic Descripti
on flexfields value Setup e.Descriptive ve
Descriptiv for supplier FlexfieldWS Flexfield
e registration.
Flexfields
4 Manage Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Trading additional fields Commu up tions nd.applcore.fl on
Communit to enter and nity Core ex.webservic Descripti
y Person track Model Setup e.Descriptive ve
Descriptiv information that FlexfieldWS Flexfield
e is not otherwise
Flexfields captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 78 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

y track Model Setup e.Descriptive ve
Organizati information that FlexfieldWS Flexfield
on Site is not otherwise
Descriptiv captured.
e Descriptive
Flexfields flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Match for managing
Configurat matching
ion suppliers during
deduplication
process.
Page 79 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Configure Task Configure party Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Party relationships for Model ment ment ement INF/oracle/ap rc.poz.setup. Match
Relations matching ps/prc/poz/set migratorServi Party
hips for suppliers during up/ui/flow/Sup ce.applicatio Relation
Supplier deduplication plierConfigMat nModule.Sup ship
Match process. chFlow.xml#S plierConfigM
upplierConfig atchMigrator
MatchFlow Service
4 Manage Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Server define the data Commu mmon Comm INF/oracle/ap dm.dataQuali Commu
Configurat quality server nity on ps/cdm/dataQ ty.engineSet nity Data
ions configuration to Data uality/engineS up.publicMod Quality
integrate with Quality etup/ui/server el.ZcqEngine Server
Informatica Operations/flo SetupAMSer Informati
Data Quality. w/ZcqOperatio vice, on,
The server nsSummaryT oracle.apps.c Trading
name is then F.xml#ZcqOp dm.dataQuali Commu
associated with erationsSumm ty.engineSet nity Data
the matching aryTF up.publicMod Quality
and cleansing el.ZcqEngine Server
configuration to SetupAMSer Operatio
provide vice, n,
duplicate oracle.apps.c Trading
prevention, dm.dataQuali Commu
batch duplicate ty.engineSet nity Data
identification, up.publicMod Quality
Page 80 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

and real-time el.ZcqEngine Server
and batch data SetupAMSer Operatio
cleansing. vice, n
oracle.apps.c Attribute
dm.dataQuali Mapping
ty.engineSet , Trading
up.publicMod Commu
el.ZcqEngine nity Data
SetupAMSer Quality
vice, Server
oracle.apps.c Operatio
dm.dataQuali n
ty.engineSet Paramet
up.publicMod er,
el.ZcqEngine Trading
SetupAMSer Commu
vice, nity Data
oracle.apps.c Quality
dm.dataQuali Server
ty.engineSet Operatio
up.publicMod n
el.ZcqEngine Paramet
SetupAMSer er
vice Conditio
n,
Trading
Page 81 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Commu
nity Data
Quality
Server
Operatio
n
Paramet
er Value
4 Manage Task Allows Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Enterprise management of Commu mmon Comm INF/oracle/ap dm.dataQuali Commu
Data matching nity on ps/cdm/dataQ ty.engineSet nity Data
Quality configurations Data uality/engineS up.publicMod Quality
Matching associated with Quality etup/ui/match el.ZcqEngine Matchin
Configurat enterprise data Configurations SetupAMSer g
ions quality /flow/ZcqEdq vice Configur
integration. MatchConfigT ation
F.xml#ZcqEdq
MatchConfigT
F
Business List configurations Model ment
Classificat for managing
ion supplier
Configurat business
ion classifications.
Page 82 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Business maintain the set Model ment up tions nd.applcore.l on
Classificat of values Core ookups.webs Standar
ion describing the Setup ervice.Looku d
Lookup classifications pWS Lookup
used for
tracking
supplier
diversity.
Minority maintain the set Model ment up tions nd.applcore.l on
Group of minority Core ookups.webs Standar
Lookup groups that are Setup ervice.Looku d
used to pWS Lookup
subclassify
minority owned
suppliers.
4 Manage Task Define and Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Certifying maintain Model ment ment ement INF/oracle/ap rc.poz.setup. Certifyin
Agencies certifying ps/prc/poz/sup migratorServi g
agencies for pliers/publicUi/ ce.applicatio Agency
supplier manageCertify nModule.Man
business ingAgencies/fl ageCertifying
classifications. ow/CertifyingA AgenciesMigr
gencySetupFl atorService
ow.xml#Certif
Page 83 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

yingAgencySe
tupFlow

Address List configurations Model ment
Configurat for managing
ion supplier
addresses.
4 Manage Task Manage Trading CRM N Y crmCo CRM /WEB- Trading
ountriesTF
Page 84 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Address configure how Commu mmon Comm INF/oracle/ap dm.foundatio Commu
Formats addresses nity on ps/cdm/found n.parties.styl nity
appear in the Model ation/parties/ui eFormatsSer Style
application, /setup/styleFo vice.StyleFor Format
such as the rmats/flow/Styl matSetupSer
sequence of eFormatSearc vice
address hAddressesTF
elements in a .xml#StyleFor
postal address. matSearchAd
dressesTF
B2B List configurations Model ment
Document for managing
Messagin B2B e-
g commerce
gateway and
trading
partners.
4 Configure Task Define B2B e- Supplier Procure N Y B2bcon Busine faces/login.jsp
Oracle commerce Model ment sole ss to x
B2B e- gateway setups Busine
Commerc in Oracle B2B ss
e console.
Gateway
Setups
Page 85 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Specify Task Specify the B2B Supplier Procure N Y
B2B supplier site Model ment
Supplier code for a
Site Code supplier site.
on
Supplier
Site
4 Define Task This activity Collabor SCM N Y
Collaborat List includes all ation
ion tasks required Messagi
Messagin to set up ng
g collaboration Framew
messaging. ork
5 Manage Task Configure Collabor SCM N Y scmCo ScmCo /WEB-
Collaborat system ation mmon mmon INF/oracle/ap
ion properties that Messagi ps/scm/cmk/c
Messagin enable or ng ollaborationM
g disable specific Framew essagingSetu
Configurat messaging ork p/ui/flow/Mana
ion features. geCollaboratio
nMessageCon
figFlow.xml#M
anageCollabor
ationMessage
ConfigFlow
Page 86 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Collaborat service ation mmon mmon INF/oracle/ap
ion providers that Messagi ps/scm/cmk/c
Messagin are used by ng ollaborationM
g Service collaboration Framew essagingSetu
Provider messaging. ork p/ui/flow/Mana
geCollaboratio
nMessagingS
erviceProvider
sFlow.xml#Ma
nageCollabora
tionMessaging
ServiceProvid
ersFlow
5 Manage Task Populate the Collabor SCM N Y scmCo ScmCo /WEB-
Collaborat domain value ation mmon mmon INF/oracle/ap
ion maps that are Messagi ps/scm/cmk/c
Messagin setup for ng ollaborationM
g Domain documents Framew essagingSetu
Value processed by ork p/publicUi/flow
Map the /ManageAppli
collaboration cationPartner
messaging Flow.xml#Man
framework. ageApplicatio
nPartnerFlow
Page 87 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Upload Task Upload supplier Supplier Procure N Y fndSet Applica /WEB-
Supplier import file Model ment up tions INF/oracle/ap
Import through UCM. Core ps/fnd/applcor
File Setup e/ui/flow/FndM
anageImportE
xport.xml#Fnd
ManageImport
Export
3 Load Task Load supplier Supplier Procure N Y Financi Financi /WEB-
Supplier import interface Model ment alCom al INF/oracle/ap
Interface through mon Comm ps/fnd/applcp/
through scheduled on monitor/ui/flow
Schedule process. /MonitorProce
d Process ssesMainArea
Flow.xml#Mon
itorProcesses
MainAreaFlow
3 Import Task Import supplier Supplier Procure N Y procure Procur /WEB-
Suppliers data through Model ment ment ement INF/oracle/ap
scheduled ps/prc/poz/sup
process. pliers/ui/ess/s
upplierImport/f
low/SupplierI
mportFlow.xml
#SupplierImpo
rtFlow
Page 88 of 420
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define and Self Procure N Y procure Procur /WEB- Procure
Procurem maintain the Service ment ment ement INF/oracle/ap ment
ent procurement Procure ps/prc/por/cat Browse
Category category ment alogMgmt/pub Categor
Hierarchy hierarchy, licUi/browseC y,
which is used to ategory/flow/B Procure
filter and rowseCategor ment
present a yMainAreaFlo Browse
relevant default w.xml#Browse Tree
view of CategoryMain
procurement AreaFlow
metrics in the
dashboard.
2 Manage Task Define and Purchas Procure Y Y procure Procur /WEB- Procure
Procurem maintain ing ment ment ement INF/oracle/ap ment
ent procurement ps/prc/po/setu Agent
Agents agents access p/ui/procurem
to information entAgents/flo
such as w/Procuremen
purchasing tAgentsMainFl
documents, ow.xml#Procu
suppliers, rementAgents
approved MainFlow
supplier list
entries, and
business
Page 89 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

intelligence
spend data.
2 Define Task Define approval Purchas Procure Y Y

Approval List routing ing ment
Managem structures and
ent for controls to
Procurem match your
ent organization's
needs.
3 Manage Task Create groups Purchas Procure N Y Procur Procur /worklistapp/fa
Approval of users to act ing ment ementI ement- ces/administra
Groups on workflow ntegrati SOA tion.jspx?
for tasks. on
Procurem
ent
3 Manage Task Define and Self Procure Y Y procure Procur /WEB-
Requisitio maintain Service ment ment ement INF/oracle/ap
n approval routing Procure ps/prc/por/ma
Approvals and ment nageApproval
configuration for Rules/ui/flow/
requisitions. ManageAppro
valRulesFlow.
Page 90 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

xml#ManageA
pprovalRulesF
low
3 Manage Task Define and Sourcin Procure N Y procure Procur /WEB-

Supplier maintain g ment ment ement INF/oracle/ap
Negotiatio approval routing ps/prc/por/ma
n and nageApproval
Approvals configuration for Rules/ui/flow/
supplier ManageAppro
negotiations. valRulesFlow.
xml#ManageA
pprovalRulesF
low
3 Manage Task Define and Sourcin Procure N Y procure Procur /WEB-
Supplier maintain g ment ment ement INF/oracle/ap
Negotiatio approval routing ps/prc/por/ma
n Award and nageApproval
supplier ManageAppro
negotiation valRulesFlow.
awards. xml#ManageA
pprovalRulesF
low
Page 91 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Define and Purchas Procure Y Y procure Procur /WEB-
Purchasin maintain ing ment ment ement INF/oracle/ap
g approval ps/prc/por/ma
Document routings and nageApproval
purchasing ManageAppro
documents. valRulesFlow.
xml#ManageA
pprovalRulesF
low
3 Manage Task Author approval Supplier Procure N Y procure Procur /WEB-
Internal rules to route Model ment ment ement INF/oracle/ap
Supplier an internal ps/prc/por/ma
Registrati supplier nageApproval
on registration for Rules/ui/flow/
Approvals approval. ManageAppro
valRulesFlow.
xml#ManageA
pprovalRulesF
low
Supplier rules to route Model ment ment ement INF/oracle/ap
Registrati an external ps/prc/por/ma
on supplier nageApproval
Approvals registration for Rules/ui/flow/
approval. ManageAppro
Page 92 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

valRulesFlow.
xml#ManageA
pprovalRulesF
low

Supplier rules to route a Model ment ment ement INF/oracle/ap
Spend supplier spend ps/prc/por/ma
Authorizat authorization nageApproval
ion request for Rules/ui/flow/
Approvals approval. ManageAppro
valRulesFlow.
xml#ManageA
pprovalRulesF
low
Supplier rules to route a Model ment ment ement INF/oracle/ap
Profile supplier profile ps/prc/por/ma
Change change request nageApproval
Approvals for approval. Rules/ui/flow/
ManageAppro
valRulesFlow.
xml#ManageA
pprovalRulesF
low
Page 93 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Review and edit Purchas Procure N Y Procur Procur /worklistapp/fa
Task approval flow ing ment ementI ement- ces/administra
Configurat rules for ntegrati SOA tion.jspx?
ions for workflow tasks. on
Procurem
ent
2 Define Task Task List for Purchas Procure N Y
Transactio List configuring ing ment
n Transaction
Accountin Accounting
g for Rules for
Procurem Procurement.
ent
3 Define Task Define the rules Subledg Financia N Y
Transactio List to derive er ls
n Account transaction Accounti
Rules accounts. ng
4 Define Task Define the Subledg Financia N Y

Sources List subledger er ls
application and Accounti
sources to be ng
used in
Transaction
Account Builder
Page 94 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

setups.
5 Manage Task Register and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Subledger maintain the er ls INF/oracle/ap nancials.subl ng Event
Applicatio subledger Accounti ps/financials/s edgerAccoun Class,
n application and ng ubledgerAcco ting.accounti Accounti
its unting/account ngMethodSet ng Event
corresponding ingMethodSet up.eventsMo Class
event model up/eventMode delsService. Option,
such as event ls/ui/flow/SlaE model.Events Accounti
classes and ventModelFlo ModelService ng Event
event types. w.xml#SlaEve , Type,
ntModelFlow oracle.apps.fi Subledg
nancials.subl er
edgerAccoun Applicati
ting.accounti on
ngMethodSet Setup,
up.eventsMo Subledg
delsService. er
model.Events Process
ModelService Categor
, y Setup,
Page 95 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi Transact
nancials.subl ion
edgerAccoun Entity
ting.accounti Type
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
Page 96 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
5 Update Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Subledger process to be er ls INF/Schedule
Applicatio run when there Accounti Request-
n Options is a new ng taskflow.xml#
subledger ScheduleReq
application uest-taskflow
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
Page 97 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

event class, or
event type.
5 Manage Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Sources maintain er ls INF/oracle/ap nancials.subl er
sources which Accounti ps/financials/s edgerAccoun Accounti
provide ng ubledgerAcco ting.accounti ng
transaction unting/account ngMethodSet Source,
attribute values ingMethodSet up.eventsMo Subledg
into the journal up/sources/ui/f delsService. er
entry low/SourcesM model.Events Standar
generation anageFlow.xm ModelService d Source
mechanism. l#SourcesMan ,
Sources are ageFlow oracle.apps.fi
used in the nancials.subl
definition of the edgerAccoun
rules. ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Page 98 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Define Task Configure the Subledg Financia N Y
Transactio List rules to derive er ls
n accounts on Accounti
Accounts subledger ng
transactions.
Transactio maintain the er ls INF/oracle/ap nancials.subl er
n Account object that Accounti ps/financials/s edgerAccoun Transact
Definitions groups the ng ubledgerAcco ting.accounti ion
account unting/transac ngMethodSet Account
derivation rules tionAccountBu up.eventsMo Rule
used to derive ilder/ui/flow/Tr delsService. Set,
default ansactionAcco model.Events Subledg
accounts for untDefFlow.x ModelService er
transactions of ml#Transactio , Transact
an application. nAccountDefF oracle.apps.fi ion
low nancials.subl Account
edgerAccoun Rule Set
ting.accounti Assignm
ngMethodSet ent
up.eventsMo
delsService.
model.Events
ModelService
Page 99 of 420
Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Create and Subledg Financia N Y Ledger Ledger /WEB- Subledg
Transactio maintain the er ls INF/oracle/ap er
n Account types of Accounti ps/financials/s Transact
Types accounts that ng ubledgerAcco ion
can be derived unting/transac Account
for a tionAccountBu Type
transaction, as ilder/ui/flow/Tr
well as the ansactionAcco
sources that untTypeFlow.x
can be used for ml#Transactio
its derivation. nAccountType
Flow
Account maintain the er ls INF/oracle/ap nancials.subl er
Rules rules that are Accounti ps/financials/s edgerAccoun Account
used to ng ubledgerAcco ting.accounti Rule,
determine the unting/account ngMethodSet Subledg
accounts for ingMethodSet up.mappingS er
subledger up/accountRul etsService.m Account
journal entries. es/ui/flow/acc odel.Mapping Rule
ountRuleFlow. SetsService, Conditio
xml#accountR oracle.apps.fi n,
uleFlow nancials.subl Subledg
edgerAccoun er
ting.accounti Account
ngMethodSet Rule
Page 100 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

up.mappingS Detail,
etsService.m Subledg
odel.Mapping er Rule
SetsService, Conditio
oracle.apps.fi n
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 101 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Mapping maintain the er ls INF/oracle/ap nancials.subl er
Sets rule that Accounti ps/financials/s edgerAccoun Mapping
determines the ng ubledgerAcco ting.accounti Set,
segment or unting/account ngMethodSet Subledg
entire account ingMethodSet up.mappingS er
value based on up/mappingSe etsService.m Mapping
certain ts/ui/flow/Map odel.Mapping Set Input
transaction pingSetFlow.x SetsService, Source,
attribute values. ml#MappingS oracle.apps.fi Subledg
Mapping sets etFlow nancials.subl er
are used in edgerAccoun Mapping
account rules. ting.accounti Set
ngMethodSet Value,
up.mappingS Subledg
etsService.m er
odel.Mapping Mapping
SetsService, Set
oracle.apps.fi Value
nancials.subl Assignm
edgerAccoun ent
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
Page 102 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
4 Manage Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Subledger maintain er ls INF/oracle/ap nancials.subl ng
Accountin options at the Accounti ps/financials/s edgerAccoun Program
g Options subledger ng ubledgerAcco ting.accounti Run
application level unting/shared ngMethodSet Configur
to define how Setup/account up.eventsMo ation,
journal entries ingOptions/ui/f delsService. Ledger
are generated low/Accountin model.Events Level
for transactions. gOptionFlow.x ModelService Subledg
ml#Accountin , er
gOptionFlow oracle.apps.fi Configur
nancials.subl ation,
edgerAccoun Subledg
ting.accounti er
ngMethodSet Ledger
up.eventsMo Attribute
Page 103 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
2 Define Task Configure tax Tax Financia N Y
Tax List setup according ls
Configurat to local and
ion international tax
requirements.
3 Manage Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Busines
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c s Unit
Regimes regimes for the mon Comm ps/financials/t onfiguration.r GCO
taxes in each on ax/configuratio egime.regime Tax
country and n/regime/ui/flo Service.TaxR Subscrip
geographic w/TaxRegime egimeService tion,
region where a SearchFlow.x , Busines
Page 104 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

separate tax or ml#TaxRegim oracle.apps.fi s Unit
collection of eSearchFlow nancials.tax.c Regime
taxes apply. onfiguration.r Subscrip
You can use egime.regime tion,
rapid setup Service.TaxR Busines
spreadsheets to egimeService s Unit
create tax , Regime
regimes and tax oracle.apps.fi Subscrip
regime nancials.tax.c tion
subscription. onfiguration.r Detail,
egime.regime Busines
Service.TaxR s Unit
egimeService Regime
, Usage,
oracle.apps.fi Busines
nancials.tax.c s Unit
onfiguration.r Tax
egime.regime Regime
Service.TaxR Profile,
egimeService Legal
, Entity
oracle.apps.fi Regime
nancials.tax.c Subscrip
onfiguration.r tion, Tax
egime.regime Regime,
Service.TaxR Tax
Page 105 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egimeService Regime
, Subscrip
oracle.apps.fi tion, Tax
nancials.tax.c Regime
onfiguration.p Subscrip
arty.partySer tion
vice.LegalEnt Exclusio
ityTaxProfile n
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
egimeService
,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
egimeService
,
oracle.apps.fi
nancials.tax.c
onfiguration.r
Page 106 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egime.regime
Service.TaxR
egimeService
3 Run Task Upload US Tax Financia N Y Financi Financi /WEB-

Jurisdictio sales and use ls alCom al INF/Schedule
n and tax jurisdictions mon Comm Jobset-
Rates and tax rates on taskflow.xml#
Upload from a tax ScheduleJobs
Program content et-taskflow
provider.
3 Manage Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Taxes maintain details ls alCom al INF/oracle/ap nancials.tax.c Tax
for tax rates, tax mon Comm ps/financials/t onfiguration.p Account,
recovery rates, on ax/configuratio arty.partySer Tax
and tax n/regime/ui/flo vice.LegalEnt Jurisdicti
accounting w/TransTaxSe ityTaxProfile on, Tax
associated with archFlow.xml# Service, Jurisdicti
these rates. TransTaxSear oracle.apps.fi on
You can use chFlow nancials.tax.c Default
rapid setup onfiguration.r Tax
spreadsheets to egime.regime Account,
create taxes. Service.TaxJ Tax
urisdictionSer Threshol
Page 107 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

vice, d
oracle.apps.fi Schedul
nancials.tax.c e
onfiguration.r Control,
egime.regime Transact
Service.TaxJ ion
urisdictionSer Default
vice, Tax
oracle.apps.fi Account,
nancials.tax.c Transact
onfiguration.r ion
egime.regime Jurisdicti
Service.TaxJ on
urisdictionSer Default
vice, Tax
onfiguration.r ion Tax,
egime.regime Transact
Service.TaxS ion Tax
ervice, Jurisdicti
oracle.apps.fi on,
onfiguration.r ion Tax
egime.regime Threshol
Service.TaxS d
Page 108 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice, Schedul
oracle.apps.fi e,
egime.regime Threshol
Service.TaxS d
ervice, Schedul
oracle.apps.fi e
nancials.tax.c Control
onfiguration.r
egime.regime
Service.TaxS
ervice,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
ervice,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
ervice
Page 109 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Tax Rates maintain details ls alCom al INF/oracle/ap nancials.tax.c Tax
and Tax for tax rates mon Comm ps/financials/t onfiguration.p Account,
Recovery and tax on ax/configuratio arty.partySer Tax
Rates recovery rates. n/regime/ui/flo vice.LegalEnt Rate
You can use w/TaxRateSe ityTaxProfile Gross
rapid setup archFlow.xml# Service, Amount
spreadsheets to TaxRateSearc oracle.apps.fi Default
create tax rates hFlow nancials.tax.c Tax
and tax onfiguration.r Account,
recovery rates. egime.regime Tax
Service.TaxS Rate
tatusService, Gross
oracle.apps.fi Amount
nancials.tax.c Schedul
onfiguration.r e, Tax
egime.regime Rate
Service.TaxS Gross
tatusService, Amount
oracle.apps.fi Type,
nancials.tax.c Tax
onfiguration.r Rate
egime.regime Percent
Service.TaxS Default
tatusService, Tax
Page 110 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.tax.c Tax
onfiguration.r Rate
egime.regime Percent
Service.TaxS Type,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Quantity
onfiguration.r Default
egime.regime Tax
Service.TaxS Account,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Quantity
onfiguration.r Type,
egime.regime Tax
Service.TaxS Rate
tatusService, Recover
oracle.apps.fi Default
nancials.tax.c Tax
onfiguration.r Account,
egime.regime Tax
Service.TaxS Rate
tatusService, Recover
oracle.apps.fi y Type,
nancials.tax.c Tax
onfiguration.r Rate
Page 111 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egime.regime Schedul
Service.TaxS e, Tax
tatusService, Rate
nancials.tax.c e Default
onfiguration.r Tax
egime.regime Account,
Service.TaxS Tax
tatusService, Rate
nancials.tax.c e Rate
egime.regime Tax
Service.TaxS Rate
tatusService, Schedul
oracle.apps.fi e
nancials.tax.c Withheld
onfiguration.r , Tax
egime.regime Rate
Service.TaxS Withheld
tatusService, Amount
nancials.tax.c Tax
onfiguration.r Rate
egime.regime Withheld
Page 112 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

tatusService, Account,
oracle.apps.fi Tax
nancials.tax.c Status
onfiguration.r
egime.regime
Service.TaxS
tatusService,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
tatusService,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
tatusService,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
tatusService
Page 113 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Exceptio
Exception exceptions to mon Comm ps/financials/t onfiguration.r n
s modify or on ax/configuratio egime.regime
override a tax n/regime/ui/flo Service.TaxE
rate by item or w/TaxExceptio xceptionServi
product fiscal nSearchFlow. ce
classification xml#TaxExce
association. ptionSearchFl
ow
3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Applicati
Party Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c on Tax
Profiles profiles for first mon Comm ps/financials/t onfiguration.e Option,
party legal on ax/configuratio vent.eventSe Busines
entities, legal n/party/ui/flow/ rvice.Applicat s Unit
reporting units, PartyTaxProfil ionTaxOption Tax
business units eSearchFlow. sService, Profile,
and third party xml#PartyTax oracle.apps.fi Custome
supplier and ProfileSearch nancials.tax.c r Tax
customers. Flow onfiguration.p Profile,
arty.partySer Intended
vice.Busines Use
sUnitTaxProfi Denorm
leService, alized
oracle.apps.fi Fiscal
nancials.tax.c Classific
Page 114 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.p ation
arty.partySer Code,
vice.ThirdPar Intended
tyTaxProfileS Use
ervice, Fiscal
oracle.apps.fi Classific
nancials.tax.c ation
onfiguration.c Code,
lassification.c Intended
lassificationS Use
ervice.Fiscal Fiscal
Classification Classific
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
onfiguration.c Regime,
lassification.c Intended
lassificationS Use
ervice.Fiscal Transact
Classification ion
Service, Busines
oracle.apps.fi s
nancials.tax.c Categor
onfiguration.c y Code
lassification.c Associati
lassificationS on,
Page 115 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal Legal
Service, ation
oracle.apps.fi Entity
nancials.tax.c Associati
onfiguration.c on,
lassification.c Legal
lassificationS Entity
ervice.Fiscal Regime
Classification Subscrip
Service, tion,
oracle.apps.fi Legal
nancials.tax.c Entity
onfiguration.p Tax
arty.partySer Profile,
vice.LegalEnt Legal
ityTaxProfile Party
Service, Denorm
oracle.apps.fi alized
nancials.tax.c Fiscal
onfiguration.p Classific
arty.partySer ation
vice.LegalEnt Code,
ityTaxProfile Legal
Service, Party
Page 116 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

arty.partySer Code,
vice.LegalEnt Legal
ityTaxProfile Party
Service, Fiscal
onfiguration.c Type,
lassificationS Party
ervice.Fiscal Tax
Classification Regime
Service, Classific
oracle.apps.fi ation
nancials.tax.c Type,
onfiguration.c Legal
lassification.c Party
lassificationS Transact
ervice.Fiscal ion
Classification Busines
Service, s
oracle.apps.fi Categor
nancials.tax.c y Code
onfiguration.c Associati
lassification.c on,
Page 117 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassificationS Legal
ervice.Fiscal Reportin
Classification g Default
Service, Tax
nancials.tax.c Legal
onfiguration.c Reportin
lassification.c g
lassificationS Docume
ervice.Fiscal nt
Classification Sequenc
Service, e, Legal
oracle.apps.fi Reportin
nancials.tax.c g Unit
onfiguration.c Denorm
lassification.c alized
lassificationS Fiscal
ervice.Fiscal Classific
Classification ation
Service, Code,
nancials.tax.c Reportin
onfiguration.p g Unit
arty.partySer Fiscal
vice.LegalEst Classific
ablishmentTa ation
Page 118 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

xProfileServi Code,
ce, Legal
nancials.tax.c g Unit
onfiguration.p Tax
arty.partySer Profile,
vice.LegalEst Legal
ablishmentTa Reportin
xProfileServi g Unit
ce, Tax
oracle.apps.fi Profile
nancials.tax.c VAT
onfiguration.c Report,
lassificationS Reportin
ervice.Fiscal g VAT
Classification Register,
Service, Party
onfiguration.c Type
lassification.c Tax
lassificationS Regime,
ervice.Fiscal Party
Classification Denorm
Service, alized
Page 119 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

arty.partySer Code,
vice.LegalEst Party
ablishmentTa Fiscal
xProfileServi Classific
ce, ation
oracle.apps.fi Code,
nancials.tax.c Party
onfiguration.p Fiscal
arty.partySer Classific
vice.LegalEst ation
ablishmentTa Type,
xProfileServi Party
ce, Transact
oracle.apps.fi ion
nancials.tax.c Busines
onfiguration.p s
arty.partySer Categor
vice.LegalEst y Code
ablishmentTa Associati
xProfileServi on,
ce, Product
nancials.tax.c y
Page 120 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Classification ation,
Service, Product
nancials.tax.c y Fiscal
onfiguration.c Classific
lassification.c ation
lassificationS Code,
ervice.Fiscal Product
Classification Categor
Service, y Fiscal
lassification.c Product
lassificationS Categor
ervice.Fiscal y Fiscal
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
Page 121 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal y
Classification Transact
Service, ion
nancials.tax.c s
onfiguration.c Categor
lassification.c y Code
lassificationS Associati
ervice.Fiscal on,
Classification Product
Service, Denorm
Classification Fiscal
Service, Classific
nancials.tax.c Code,
onfiguration.c Product
lassification.c Fiscal
lassificationS Classific
ervice.Fiscal ation
Page 122 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Classification Type,
Service, Product
onfiguration.c ation
lassification.c Type
lassificationS Tax
ervice.Fiscal Regime,
Service, Transact
oracle.apps.fi ion
onfiguration.c s
lassification.c Categor
lassificationS y Code
ervice.Fiscal Associati
Classification on,
Service, Supplier
oracle.apps.fi Tax
nancials.tax.c Profile,
onfiguration.c Third
lassificationS Tax
ervice.Fiscal Profile
Service, Classific
Page 123 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c on, Third
lassificationS Tax
ervice.Fiscal Profile
Classification Registrat
Service, ion,
nancials.tax.c ion
onfiguration.c Busines
lassification.c s
ervice.Fiscal y Code
Classification Associati
Service, on,
nancials.tax.c ion
lassification.c s
ervice.Fiscal y
Service, alized
Page 124 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassification.c Code,
ervice.Fiscal ion
Service, s
Classification ion
Service, Busines
oracle.apps.fi s
onfiguration.p y Fiscal
arty.partySer Classific
vice.ThirdPar ation
tyTaxProfileS Type
ervice, Tax
oracle.apps.fi Regime,
onfiguration.c ion
lassification.c Busines
lassificationS s
Page 125 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal Categor
Classification y Type,
Service, Transact
oracle.apps.fi ion
nancials.tax.c Denorm
onfiguration.p alized
arty.partySer Fiscal
vice.ThirdPar Classific
tyTaxProfileS ation
ervice, Code,
nancials.tax.c ion
onfiguration.c Fiscal
lassificationS s
Classification y Code
Service, Associati
oracle.apps.fi on,
onfiguration.c ion
ervice.Fiscal ation
Classification Code,
Service, Transact
Page 126 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi ion
lassificationS Type,
Classification ion
Service, Fiscal
onfiguration.c Type
lassification.c Tax
ervice.Fiscal User-
Classification Defined
Service, Busines
oracle.apps.fi s
lassificationS on,
ervice.Fiscal User-
Service, Classific
nancials.tax.c Type
Page 127 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c Tax
lassification.c Regime,
lassificationS User-
ervice.Fiscal Defined
Service, alized
lassification.c User-
lassificationS Defined
Service, ation
oracle.apps.fi Type
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
Page 128 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Page 129 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Third
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Party
Registrati registration mon Comm ps/financials/t onfiguration.p Tax
ons information on ax/configuratio arty.partySer Profile
related to a n/party/ui/flow/ vice.ThirdPar Registrat
party's TaxRegSearc tyTaxProfileS ion
transaction tax hFlow.xml#Ta ervice
or withholding xRegSearchFl
Page 130 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

tax obligation ow
with a tax
authority for a
tax jurisdiction
where it
conducts
business.
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Exempti
Exemptio exemptions to mon Comm ps/financials/t onfiguration.p on
ns reduce or on ax/configuratio arty.partySer
increase the tax n/party/ui/flow/ vice.TaxExe
rate applied to a TaxExemptSe mptionServic
transaction. archFlow.xml# e
TaxExemptSe
archFlow
3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Intended
Transactio maintain ls alCom al INF/oracle/ap nancials.tax.c Use
n-Based transaction mon Comm ps/financials/t onfiguration.c Denorm
Fiscal fiscal on ax/configuratio lassification.c alized
Classificat classifications n/classification lassificationS Fiscal
ions to classify /ui/flow/Fiscal ervice.Fiscal Classific
transactions Classification Classification ation
that have a SearchFlow.x Service, Code,
specific ml#FiscalClas oracle.apps.fi Intended
requirement for sificationSearc nancials.tax.c Use
Page 131 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

tax hFlow onfiguration.c Fiscal
determination. lassification.c Classific
lassificationS ation
ervice.Fiscal Code,
Classification Intended
Service, Use
lassificationS Tax
Service, Use
nancials.tax.c ion
lassification.c s
Service, on,
Page 132 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Code,
lassification.c Classific
ervice.Fiscal Code,
Classification Legal
Service, Party
lassification.c Type,
ervice.Fiscal Party
Classification Tax
Service, Regime
Page 133 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
ervice.Fiscal Legal
Classification Reportin
Service, g Unit
oracle.apps.fi Denorm
nancials.tax.c alized
ervice.Fiscal Code,
Service, Reportin
oracle.apps.fi g Unit
ervice.Fiscal Party
Service, ation
Page 134 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi Type
nancials.tax.c Tax
lassificationS Denorm
ervice.Fiscal alized
Service, Classific
onfiguration.c Party
ervice.Fiscal ation
Service, Party
Classification ion
Service, Busines
oracle.apps.fi s
Page 135 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassificationS on,
Service, y
lassificationS ation,
Service, y Fiscal
Service, ation
nancials.tax.c Product
lassification.c y Fiscal
Page 136 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal ation
Classification Type
Service, Tax
lassification.c y
ervice.Fiscal ion
Service, s
lassification.c on,
lassificationS Product
ervice.Fiscal Denorm
Classification alized
Service, Fiscal
Page 137 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Code,
oracle.apps.fi Product
Service, Classific
nancials.tax.c Type
onfiguration.c Tax
Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
Classification ion
Service, Busines
Page 138 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi s
onfiguration.c y,
lassification.c Transact
lassificationS ion
ervice.Fiscal Busines
Classification s
Service, Categor
oracle.apps.fi y Code
onfiguration.c on,
lassificationS ion
Classification s
Service, Categor
oracle.apps.fi y
onfiguration.c alized
ervice.Fiscal ation
Service, Transact
oracle.apps.fi ion
Page 139 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c s
lassificationS y Fiscal
Service, Code,
nancials.tax.c ion
lassification.c s
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
lassificationS ion
Classification s
Service, Categor
oracle.apps.fi y Type,
onfiguration.c ion
lassification.c Denorm
Page 140 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassificationS alized
Service, ation
onfiguration.c ion
lassificationS Busines
ervice.Fiscal s
Service, y Code
oracle.apps.fi Associati
nancials.tax.c on,
onfiguration.c Transact
lassification.c ion
Service, Code,
nancials.tax.c ion
ervice.Fiscal Type,
Page 141 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, ion
lassificationS Tax
Classification User-
Service, Defined
nancials.tax.c s
ervice.Fiscal on,
Service, Defined
onfiguration.c Type
lassification.c Tax
ervice.Fiscal User-
Service, Denorm
Page 142 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Classific
nancials.tax.c Type
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
Page 143 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
Party maintain tax ls alCom al INF/oracle/ap nancials.tax.c Use
Fiscal classifications mon Comm ps/financials/t onfiguration.c Denorm
Classificat used by a tax on ax/configuratio lassification.c alized
ions authority to n/classification lassificationS Fiscal
categorize a /ui/flow/PartyC ervice.Fiscal Classific
party and is lassificationSe Classification ation
applicable in archFlow.xml# Service, Code,
the tax PartyClassific oracle.apps.fi Intended
determination ationSearchFl nancials.tax.c Use
process. ow onfiguration.c Fiscal
ervice.Fiscal Code,
Service, Use
Page 144 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassificationS Tax
Service, Use
nancials.tax.c ion
lassification.c s
Service, on,
Service, Code,
ervice.Fiscal Code,
Page 145 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Party
ervice.Fiscal Party
Classification Tax
Service, Regime
Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
ervice.Fiscal Legal
Service, g Unit
Page 146 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal Code,
Service, Reportin
ervice.Fiscal Party
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
Service, Classific
Page 147 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal ation,
Classification Party
Service, Fiscal
Service, Type,
oracle.apps.fi Party
onfiguration.c ion
lassificationS s
Service, Associati
oracle.apps.fi on,
lassification.c y
Page 148 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Classific
oracle.apps.fi ation,
ervice.Fiscal ation
Service, Product
Service, y Fiscal
onfiguration.c Type
lassification.c Tax
Page 149 of 420

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Service, y
nancials.tax.c ion
lassification.c s
Service, on,
ervice.Fiscal ation
Service, Product
Service, ation
Page 150 of 420

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ervice.Fiscal Type
Classification Tax
Service, Regime,
onfiguration.c ion
lassificationS s
Service, Associati
oracle.apps.fi on, Tax
lassification.c ation,
lassificationS Third
ervice.Fiscal Party
Classification Tax
Service, Profile
Page 151 of 420

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lassificationS on,
Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
Classification ion
Service, Busines
oracle.apps.fi s
onfiguration.c y
lassification.c Denorm
lassificationS alized
Service, ation
onfiguration.c ion
Page 152 of 420

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Product
Module
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lassificationS s
Classification y Fiscal
Service, Classific
lassification.c ion
ervice.Fiscal s
Service, y Fiscal
onfiguration.c Type
lassification.c Tax
Classification ion
Service, Busines
oracle.apps.fi s
onfiguration.c y Type,
lassificationS ion
Page 153 of 420

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Product
Module
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Object
Level
Task List ADF Task

Service, Fiscal
lassificationS ion
Service, s
lassification.c on,
ervice.Fiscal ion
Service, Classific
lassification.c ion
Service, Type,
Page 154 of 420

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nancials.tax.c ion
ervice.Fiscal Type
Classification Tax
Service, Regime,
oracle.apps.fi User-
nancials.tax.c Defined
lassification.c s
Service, on,
oracle.apps.fi User-
nancials.tax.c Defined
lassificationS Type
ervice.Fiscal Tax
Classification Regime,
Service, User-
oracle.apps.fi Defined
Page 155 of 420

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Product
Module
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ervice.Fiscal Code,
Service, Defined
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
Page 156 of 420

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Product
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lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
Product- maintain fiscal ls alCom al INF/oracle/ap nancials.tax.c Use
Based classifications mon Comm ps/financials/t onfiguration.c Denorm
Fiscal to classify on ax/configuratio lassification.c alized
Classificat products that n/classification lassificationS Fiscal
ions have a specific /ui/flow/Produ ervice.Fiscal Classific
requirement for ctBasedFiscal Classification ation
tax Classification Service, Code,
determination SearchFlow.x oracle.apps.fi Intended
or tax reporting ml#ProductBa nancials.tax.c Use
purposes. sedFiscalClas onfiguration.c Fiscal
sificationSearc lassification.c Classific
hFlow lassificationS ation
ervice.Fiscal Code,
Page 157 of 420

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Service, Use
lassificationS Tax
Service, Use
nancials.tax.c ion
lassification.c s
Service, on,
Service, Code,
Page 158 of 420

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ervice.Fiscal Code,
Service, Party
ervice.Fiscal Party
Classification Tax
Service, Regime
Classification ion
Service, Busines
oracle.apps.fi s
Page 159 of 420

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lassificationS on,
ervice.Fiscal Legal
Service, g Unit
ervice.Fiscal Code,
Service, Reportin
ervice.Fiscal Party
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
Page 160 of 420

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Product
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Task List ADF Task

Service, Classific
ervice.Fiscal ation
Service, Party
Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
Page 161 of 420

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Service, y
Service, y Fiscal
nancials.tax.c ation,
onfiguration.c Product
lassificationS y Fiscal
Service, Code,
onfiguration.c y Fiscal
ervice.Fiscal Type,
Service, Categor
Page 162 of 420

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Task List ADF Task

oracle.apps.fi y Fiscal
lassificationS Tax
Service, Categor
oracle.apps.fi y
onfiguration.c ion
lassificationS s
Service, Associati
oracle.apps.fi on,
Service, Code,
Page 163 of 420

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Product
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lassification.c ation,
Service, ation
ervice.Fiscal Type,
Service, Fiscal
onfiguration.c Type
lassification.c Tax
Service, ion
nancials.tax.c s
Page 164 of 420

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Required
Product
Module
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Object
Level
Task List ADF Task

ervice.Fiscal on, Tax
Service, Classific
oracle.apps.fi ation,
onfiguration.c ion
lassificationS s
Service, Associati
oracle.apps.fi on,
onfiguration.c ion
lassificationS s
Classification y
Service, Denorm
Page 165 of 420

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Product
Module
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Object
Level
Task List ADF Task

Classification ion
Service, Busines
oracle.apps.fi s
onfiguration.c y Fiscal
ervice.Fiscal Code,
Service, ion
nancials.tax.c s
ervice.Fiscal ation
Classification Type
Service, Tax
onfiguration.c ion
lassificationS s
Classification y Type,
Service, Transact
Page 166 of 420

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Required
Product
Module
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Object
Level
Task List ADF Task

oracle.apps.fi ion
ervice.Fiscal ation
Service, Transact
oracle.apps.fi ion
lassification.c s
Service, on,
nancials.tax.c ion
ervice.Fiscal Code,
Service, ion
Page 167 of 420

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Required
Product
Module
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Object
Level
Task List ADF Task

ervice.Fiscal ion
Service, Classific
nancials.tax.c Type
onfiguration.c Tax
Service, s
lassification.c on,
Service, ation
oracle.apps.fi Type
nancials.tax.c Tax
lassification.c User-
Page 168 of 420

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Product
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lassificationS Defined
Service, Classific
onfiguration.c User-
lassification.c Defined
Service, Type
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Page 169 of 420

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Product
Module
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Object
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Task List ADF Task

Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Place of
Tax Rules maintain tax ls alCom al INF/oracle/ap nancials.tax.c Supply
rules using mon Comm ps/financials/t onfiguration.r Tax
spreadsheets, on ax/configuratio ule.ruleServic Rule,
that define the n/rule/ui/flow/T e.RuleServic Registrat
conditions axRuleSearch e, ion Tax
under which the Flow.xml#Tax oracle.apps.fi Rule,
exceptions to RuleSearchFl nancials.tax.c Tax
Page 170 of 420

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default taxability ow onfiguration.r Amount
apply. You can ule.ruleServic Calculati
use rapid setup e.RuleServic on Rule,
spreadsheets to e, Tax
create tax rules. oracle.apps.fi Applicab
nancials.tax.c ility
onfiguration.r Rule,
ule.ruleServic Tax
e.RuleServic Rate
e, Determi
oracle.apps.fi nation
nancials.tax.c Rule,
onfiguration.r Tax
ule.ruleServic Recover
e.RuleServic ability
e, Rule,
oracle.apps.fi Tax
nancials.tax.c Rule,
onfiguration.r Tax Rule
ule.ruleServic Conditio
e.RuleServic n, Tax
e, Rule
oracle.apps.fi Conditio
nancials.tax.c n Set,
Page 171 of 420

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e.RuleServic n Set
e, Templat
oracle.apps.fi e, Tax
nancials.tax.c Rule
onfiguration.r Conditio
ule.ruleServic n Set
e.RuleServic Templat
e, e Detail,
oracle.apps.fi Tax Rule
nancials.tax.c Conditio
onfiguration.r n Value,
ule.ruleServic Tax Rule
e.RuleServic Result,
e, Taxable
oracle.apps.fi Basis
nancials.tax.c Rule
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
Page 172 of 420

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Product
Module
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Object
Level
Task List ADF Task

oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e
Page 173 of 420

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3 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Configur
Configurat maintain tax ls alCom al INF/oracle/ap nancials.tax.c ation
ion Owner options for mon Comm ps/financials/t onfiguration.e Owner
Tax configuration on ax/configuratio vent.eventSe Tax
Options owners and n/event/ui/flow rvice.Applicat Option
relevant event /Configuration ionEventClas
classes, to OwnerTaxOpti sTaxOptions
influence tax onsSearchFlo Service
determination. w.xml#Config
This setup urationOwner
precedes the TaxOptionsSe
predefined archFlow
event class
setup.
3 Manage Task Create a Tax Financia N Y Payabl Payabl /WEB- oracle.apps.fi Accounti
Withholdin calendar used ls es es INF/oracle/ap nancials.gen ng
g Tax for withholding ps/financials/p eralLedger.c Calenda
Calendars tax ayables/share alendars.acc r
configuration dSetup/specia ounting.calen
such as lCalendar/ui/fl darsService.
defining tax ow/SpecialCal CalendarsSe
thresholds for a endarFlow.xml rvice
period. #SpecialCalen
darFlow
Page 174 of 420

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3 Manage Task Verify tax Tax Financia N Y Financi Financi /WEB- Detail
Simulator configuration for ls alCom al INF/oracle/ap Tax
Transactio taxes that are mon Comm ps/financials/t Line,
ns enabled for on ax/transaction/ Non-
transactions, for ui/flow/TaxSim Recover
simulation, or ulatorSearchFl able Tax
for both by ow.xml#TaxSi Distributi
processing real mulatorSearch on,
time Flow Recover
transactions able Tax
without Distributi
affecting active on,
data. Summar
y Tax
Line,
Taxable
Transact
ion
Distributi
on,
Taxable
Transact
ion
Header,
Taxable
Transact
Page 175 of 420

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Required
Product
Module
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Object
Level
Task List ADF Task

ion Line
3 Define Task Optional tax Tax Financia N Y

Advanced List configuration ls
Tax tasks for
Configurat withholding and
ion transaction tax.
4 Manage Task Create and Tax Financia N Y crmCo CRM /WEB- Trading
Tax maintain Oracle ls mmon Comm INF/oracle/ap Commu
Geographi Fusion Trading on ps/cdm/found nity
es Community ation/geograp Geograp
Model hies/publicUi/g hy
geography eoAdmin/flow/
information for GeoAdminMa
each nageCountries
geographical TF.xml#GeoA
region where dminManageC
you have tax ountriesTF
requirements.
Page 176 of 420

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4 Manage Task Create and Tax Financia N Y crmCo CRM /WEB- oracle.apps.c Trading
Tax Zone maintain tax ls mmon Comm INF/oracle/ap dm.foundatio Commu
Types zone types to on ps/cdm/found n.geographie nity
reference a ation/geograp s.geography Geograp
specific part of hies/publicUi/z Service.Geog hy Zone
a master ones/flow/Zon raphyService
reference esSearchZone
geography TypesTF.xml#
hierarchy. ZonesSearch
ZoneTypesTF
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Rate
Statuses statuses that mon Comm ps/financials/t onfiguration.r Gross
you need for on ax/configuratio egime.regime Amount
each tax that n/regime/ui/flo Service.TaxS Default
you create for a w/TaxStatusS tatusService, Tax
combination of earchFlow.xml oracle.apps.fi Account,
tax regime, tax, #TaxStatusSe nancials.tax.c Tax
and archFlow onfiguration.r Rate
configuration egime.regime Gross
owner. Service.TaxS Amount
tatusService, Schedul
nancials.tax.c Rate
onfiguration.r Gross
egime.regime Amount
Page 177 of 420

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Service.TaxS Type,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Percent
egime.regime Tax
Service.TaxS Account,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Percent
egime.regime Tax
Service.TaxS Rate
tatusService, Quantity
oracle.apps.fi Default
nancials.tax.c Tax
onfiguration.r Account,
egime.regime Tax
Service.TaxS Rate
tatusService, Quantity
nancials.tax.c Tax
onfiguration.r Rate
egime.regime Recover
tatusService, Tax
Page 178 of 420

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Product
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nancials.tax.c Tax
onfiguration.r Rate
egime.regime Recover
Service.TaxS y Type,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Schedul
egime.regime Rate
Service.TaxS Schedul
tatusService, e Default
oracle.apps.fi Tax
nancials.tax.c Account,
onfiguration.r Tax
egime.regime Rate
Service.TaxS Schedul
tatusService, e Rate
nancials.tax.c Tax
onfiguration.r Rate
Service.TaxS e
tatusService, Withheld
oracle.apps.fi , Tax
nancials.tax.c Rate
Page 179 of 420

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Product
Module
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Object
Level
Task List ADF Task

onfiguration.r Withheld
egime.regime Amount
Service.TaxS Type,
tatusService, Tax
oracle.apps.fi Rate
nancials.tax.c Withheld
Service.TaxS Tax
tatusService, Status
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
tatusService,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
tatusService,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Page 180 of 420

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Product
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Service.TaxS
tatusService
4 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Default
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Tax
Jurisdictio jurisdictions for mon Comm ps/financials/t onfiguration.p Account,
ns geographic on ax/configuratio arty.partySer Tax
regions or tax n/regime/ui/flo vice.LegalEnt Jurisdicti
zones where a w/TaxJurisdict ityTaxProfile on, Tax
specific tax ionSearchFlo Service, Jurisdicti
authority levies w.xml#TaxJuri oracle.apps.fi on
a tax. sdictionSearc nancials.tax.c Default
hFlow onfiguration.r Tax
Service.TaxJ Tax
urisdictionSer Threshol
vice, d
nancials.tax.c e
onfiguration.r Control
egime.regime
Service.TaxJ
urisdictionSer
Page 181 of 420

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Product
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vice,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxJ
urisdictionSer
vice
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Formula,
Formulas formulas for tax mon Comm ps/financials/t onfiguration.r Tax
calculation if on ax/configuratio ule.ruleServic Formula
other than the n/rule/ui/flow/T e.RuleFormul Detail,
taxable basis axFormulaSea aService, Tax
multiplied by rchFlow.xml#T oracle.apps.fi Formula
the tax rate and axFormulaSea nancials.tax.c Quick
for the taxable rchFlow onfiguration.r Rule,
basis if other ule.ruleServic Tax Rule
than the line e.RuleFormul Conditio
amount. aService, n, Tax
oracle.apps.fi Rule
onfiguration.r n Set,
e.RuleFormul Conditio
aService, n Set
Page 182 of 420

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Product
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Task List ADF Task

oracle.apps.fi Templat
nancials.tax.c e, Tax
onfiguration.r Rule
e.RuleServic n Set
e, Templat
oracle.apps.fi e Detail,
nancials.tax.c Tax Rule
ule.ruleServic n Value,
e.RuleServic Tax Rule
e, Result,
oracle.apps.fi Taxable
nancials.tax.c Basis
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
Page 183 of 420

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Product
Module
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Level
Task List ADF Task

onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e
Transactio maintain tax ls alCom al INF/oracle/ap nancials.tax.c Use
n Fiscal classifications mon Comm ps/financials/t onfiguration.c Denorm
Classificat used by a tax on ax/configuratio lassification.c alized
ions authority to n/classification lassificationS Fiscal
categorize a /ui/flow/Transa ervice.Fiscal Classific
transaction for a ctionFCManag Classification ation
tax and is eFlow.xml#Tr Service, Code,
applicable in ansactionFCM oracle.apps.fi Intended
the tax anageFlow nancials.tax.c Use
Page 184 of 420

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Application
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Required
Product
Module
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Object
Level
Task List ADF Task

determination onfiguration.c Fiscal
and tax lassification.c Classific
reporting lassificationS ation
processes. ervice.Fiscal Code,
Service, Use
lassificationS Tax
Service, Use
nancials.tax.c ion
lassification.c s
Service, on,
Page 185 of 420

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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Code,
ervice.Fiscal Code,
Service, Party
ervice.Fiscal Party
Classification Tax
Service, Regime
Page 186 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on,
ervice.Fiscal Legal
Service, g Unit
ervice.Fiscal Code,
Service, Reportin
ervice.Fiscal Party
Service, ation
Page 187 of 420

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Application
Enterprise
Business
Required
Product
Module
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Object
Level
Task List ADF Task

oracle.apps.fi Type
nancials.tax.c Tax
Service, Classific
ervice.Fiscal ation
Service, Party
Classification ion
Service, Busines
oracle.apps.fi s
Page 188 of 420

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Product
Module
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Object
Level
Task List ADF Task

lassificationS on,
Service, y
Service, y Fiscal
Service, ation
Page 189 of 420

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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal ation
Classification Type
Service, Tax
lassification.c y
ervice.Fiscal ion
Service, s
lassification.c on,
Service, Fiscal
Page 190 of 420

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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Code,
Service, Classific
nancials.tax.c Type
onfiguration.c Tax
Classification ion
Service, Busines
oracle.apps.fi s
lassificationS on, Tax
Service, ation,
Page 191 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.tax.c ion
lassification.c s
ervice.Fiscal y,
Service, ion
nancials.tax.c s
ervice.Fiscal on,
Service, ion
nancials.tax.c s
lassification.c y
Service, Classific
Page 192 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

lassification.c ion
ervice.Fiscal s
Service, y Fiscal
lassificationS ion
Classification s
Service, Categor
oracle.apps.fi y Fiscal
lassificationS Tax
Service, ion
nancials.tax.c s
lassification.c y Type,
Page 193 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Fiscal ion
Service, alized
ervice.Fiscal ion
Service, Busines
oracle.apps.fi s
lassificationS on,
Classification ion
Service, Fiscal
nancials.tax.c ation,
lassification.c ion
Page 194 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Service, Code,
nancials.tax.c ion
ervice.Fiscal Type,
Service, ion
lassificationS Tax
Service, Defined
nancials.tax.c s
ervice.Fiscal on,
Service, Defined
Page 195 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c Type
lassification.c Tax
ervice.Fiscal User-
Service, Denorm
Service, Classific
nancials.tax.c Type
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
Page 196 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
Page 197 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Rule,
Determini determining mon Comm ps/financials/t onfiguration.r Tax Rule
ng Factor factor sets to on ax/configuratio ule.ruleServic Conditio
Sets group together n/rule/ui/flow/ e.RuleServic n, Tax
related tax ManageDeter e, Rule
determining miningFactorS oracle.apps.fi Conditio
factors to use in etFlow.xml#M nancials.tax.c n Set,
tax rules anageDetermi onfiguration.r Tax Rule
determination ningFactorSet ule.ruleServic Conditio
and tax regime Flow e.RuleServic n Set
determination. e, Templat
nancials.tax.c Rule
e, e Detail,
e.RuleServic Result
e,
oracle.apps.fi
nancials.tax.c
Page 198 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
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Object
Level
Task List ADF Task

onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Rule,
Condition condition sets mon Comm ps/financials/t onfiguration.r Tax Rule
Sets to group on ax/configuratio ule.ruleServic Conditio
together the tax n/rule/ui/flow/T e.RuleServic n, Tax
conditions that axConditionSe e, Rule
constitute a tax tSearchFlow.x oracle.apps.fi Conditio
rule. ml#TaxConditi nancials.tax.c n Set,
onSetSearchF onfiguration.r Tax Rule
low ule.ruleServic Conditio
Page 199 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
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Object
Level
Task List ADF Task

e.RuleServic n Set
e, Templat
nancials.tax.c Rule
e, e Detail,
e.RuleServic Result
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
Page 200 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e
Tax maintain tax ls alCom al INF/oracle/ap nancials.tax.c Reportin
Reporting reporting types mon Comm ps/financials/t onfiguration.r g
Types to capture on ax/configuratio eport.reportS Attribute,
additional tax n/report/ui/flo ervice.Report Tax
information on w/TaxReportin Service, Reportin
transactions for gTypeSearch oracle.apps.fi g Code,
tax reporting. Flow.xml#Tax nancials.tax.c Tax
ReportingTyp onfiguration.r Reportin
eSearchFlow eport.reportS g Code
ervice.Report Associati
Service, on
oracle.apps.fi Exempti
nancials.tax.c on, Tax
onfiguration.r Reportin
eport.reportS g Code
ervice.Report Associati
Service, on Party
oracle.apps.fi Tax
nancials.tax.c Profile,
Page 201 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

onfiguration.r Tax
eport.reportS Reportin
ervice.Report g Code
Service, Associati
oracle.apps.fi on
nancials.tax.c Process
onfiguration.r Result,
eport.reportS Tax
ervice.Report Reportin
Service, g Code
oracle.apps.fi Associati
nancials.tax.c on Tax,
onfiguration.r Tax
Service, Associati
oracle.apps.fi on Tax
nancials.tax.c Jurisdicti
onfiguration.r on, Tax
Service, Associati
oracle.apps.fi on Tax
nancials.tax.c Status,
onfiguration.r Tax
Page 202 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.Report g Type,
Service, Tax
nancials.tax.c g Type
onfiguration.r Usage
eport.reportS
ervice.Report
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.r
eport.reportS
ervice.Report
Service
4 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Country
Country maintain ls alCom al INF/oracle/ap nancials.tax.c Tax
Default information at mon Comm ps/financials/t onfiguration.c Default
Controls the country on ax/configuratio lassification.c
level to appear n/classification lassificationS
as defaults on /ui/flow/Countr ervice.Countr
the applicable yDefaultsMan yTaxDefaultC
tax and legal ageFlow.xml# ontrolsServic
entity setups. CountryDefaul e
tsManageFlow
Page 203 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Final
Location maintain ls alCom al INF/oracle/ap nancials.tax.c Discharg
of Final location of final mon Comm ps/financials/t onfiguration.p e
Discharge discharge for on ax/configuratio arty.partySer Location
purposes of tax n/party/ui/flow/ vice.FinalDis
determination. FinalDischarg chargeLocati
eLocationSear onService
chFlow.xml#Fi
nalDischargeL
ocationSearch
Flow
4 Manage Task Review and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Tax maintain lookup ls alCom al INF/oracle/ap nancials.com s
Lookup values for mon Comm ps/financials/c monModules. Generic
Codes exemption on ommonModul appsLookups Lookup
reasons, es/appsLooku .appsLookup
registration ps/ui/flow/Man Service.apps
statuses, ageGenericLo LookupServic
registration okupTF.xml# e
types, and ManageGener
recovery types. icLookupTF
Page 204 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Review and Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Tax maintain profile ls up tions nd.applcore.p on
Profile option settings Core rofiles.webse Profile
Options and values for Setup rvice.Profile Value
specific tax WS
controls,
overrides, and
third-party
integrations for
Vertex and
Taxware.
4 Manage Task Create and Financia Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Tax Box maintain tax ls for ls alCom al INF/oracle/ap nancials.tax.c Applicab
Allocation box allocation EMEA mon Comm ps/financials/t onfiguration.r ility
Rules rules that define on ax/configuratio ule.ruleServic Rule,
the conditions n/rule/ui/flow/T e.RuleServic Tax Rule
under which the axRuleSearch e, Conditio
specific tax box Flow.xml#Tax oracle.apps.fi n, Tax
number is RuleSearchFl nancials.tax.c Rule
assigned to the ow onfiguration.r Conditio
transaction. ule.ruleServic n Set,
e.RuleServic Tax Rule
e, Conditio
oracle.apps.fi n Set
nancials.tax.c Templat
Page 205 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ule.ruleServic Rule
e.RuleServic Conditio
e, n Set
oracle.apps.fi Templat
nancials.tax.c e Detail,
e.RuleServic n Value,
e, Tax Rule
oracle.apps.fi Result
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
Page 206 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

e
4 Manage Task Create and Financia Financia N Y Financi Financi /WEB- oracle.apps.fi Italian
Letter of maintain the ls for ls alCom al INF/oracle/ap nancials.euro VAT
Intent total VAT EMEA mon Comm ps/financials/e peanLocaliza Letter of
Limits for exemption on uropeanLocali tions.finRepo Intent
Italy amounts that zations/finRep rtingSetup.ita Limit
regular ortingSetup/ui/ lianExemptio Setup
exporters can flow/ItalianExe nService.Itali
claim to its mptionLimitFlo anExemption
suppliers. w.xml#ItalianE LimitService
xemptionLimit
Flow
2 Manage Task Define and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment maintain Oracle s ls es es INF/oracle/ap nancials.pay Term
Terms Fusion ps/financials/p ables.invoice Header,
Payables ayables/invoic sSetup.paym Payment
payment terms esSetup/paym entTerms.pa Term
in use by an entTerms/ui/fl ymentTerms Line,
organization. ow/PaymentT Service.Pay Payment
ermsMainFlow mentTermSe Term
.xml#Payment rvice, Subscrip
Page 207 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

TermsMainFlo oracle.apps.fi tion
w nancials.pay
ables.invoice
sSetup.paym
entTerms.pa
ymentTerms
Service.Pay
mentTermSe
rvice,
oracle.apps.fi
nancials.pay
ables.invoice
sSetup.paym
entTerms.pa
ymentTerms
Service.Pay
mentTermSe
rvice
2 Manage Task Create and Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.s Unit of
Units of maintain units Chain mmon mmon INF/oracle/ap cm.inventory. Measure
Measure of measure Manage ps/scm/invent uom.unitsOf , Unit of
used within ment ory/uom/ui/flo MeasureServ Measure
your Commo w/UnitsOfMea ice.UnitOfMe Class,
organization to n sureFlow.xml# asureService Unit of
clearly identify Compon UnitsOfMeasu , Measure
the quantity of ents reFlow oracle.apps.s Standar
Page 208 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

an item. cm.inventory. d
uom.unitsOf Conversi
MeasureServ on
ice.UnitOfMe
asureService
,
oracle.apps.s
cm.inventory.
uom.unitsOf
MeasureServ
ice.UnitOfMe
asureService
2 Manage Task Review and Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Carriers maintain lookup Chain up tions nd.applcore.l on
Lookups values for Manage Core ookups.webs Standar
carriers, such ment Setup ervice.Looku d
as Carrier Commo pWS Lookup
Service Levels n
and Shipping Compon
Cost Types. ents
2 Manage Task Configure Supply SCM N Y scmCo ScmCo /WEB- oracle.apps.s Carrier,
Carriers carriers to Chain mmon mmon INF/oracle/ap cm.shipping. Carrier
generate valid Manage ps/scm/shippi carriers.carri Contact,
shipping ment ng/carriers/ui/f erService.Ca Carrier
methods used Commo low/ManageC rriersService, Organiz
for transporting n arriers- oracle.apps.s ation
Page 209 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

goods. Compon TaskFlow.xml cm.shipping. Associati
ents #ManageCarri carriers.carri on,
ers-TaskFlow erService.Ca Carrier
rriersService, Tracking
oracle.apps.s Rule,
cm.shipping. Carrier
carriers.carri Tracking
erService.Ca Rule
rriersService, Paramet
oracle.apps.s er,
cm.shipping. Wareho
carriers.carri use
erService.Ca Carrier
rriersService, Service
oracle.apps.s
cm.shipping.
carriers.carri
erService.Ca
rriersService,
oracle.apps.s
cm.shipping.
carriers.carri
erService.Ca
rriersService
Page 210 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Create and Purchas Procure N Y fndSet Applica oracle.apps.f Applicati
FOB maintain Freight ing ment up tions nd.applcore.l on
Lookup on Board terms Core ookups.webs Standar
used when Setup ervice.Looku d
shipping. pWS Lookup
Freight maintain ing ment up tions nd.applcore.l on
Terms common freight Core ookups.webs Standar
Lookup terms used Setup ervice.Looku d
when shipping pWS Lookup
goods.
2 Manage Task Select the Purchas Procure N Y fndSet Applica oracle.apps.f Applicati
Purchasin options to ing ment up tions nd.applcore.p on
g Profile define aspects Core rofiles.webse Profile
Options of the Setup rvice.Profile Value
Purchasing WS
application's
behavior.
2 Manage Task Define and Purchas Procure N Y procure Procur /WEB-
Procurem maintain ing ment ment ement INF/oracle/ap
ent document ps/prc/po/setu
Document numbering p/ui/procurem
Numberin sequence for entDocNumbe
g document types ring/flow/DocN
and its umberingMain
Page 211 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

corresponding Flow.xml#Doc
determinant NumberingMai
type. nFlow
Determinant
Type is an
entity type on
which the
document
numbering is
based. For
example, sold-
to legal entity
for purchase
orders.
2 Manage Task Define and Purchas Procure N Y procure Procur /WEB- oracle.apps.p Purchasi
Purchasin maintain ing ment ment ement INF/oracle/ap rc.po.setup.m ng Line
g Line purchasing line ps/prc/po/setu igratorServic Type
Types types used to p/ui/lineTypes/ e.lineTypes.a
differentiate flow/LineType pplicationMo
orders for MainFlow.xml dule.server.P
goods from #LineTypeMai urchasingLin
those for nFlow eTypeMigrat
services. orService
Page 212 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Create and Purchas Procure N Y procure Procur /WEB- oracle.apps.p Purchasi
Document maintain ing ment ment ement INF/oracle/ap rc.po.setup.m ng
Styles purchasing ps/prc/po/setu igratorServic Docume
document p/ui/document e.documentS nt Style,
styles to control Styles/flow/Do tyles.applicati Purchasi
the look and cumentStyles onModule.ser ng
feel to match MainFlow.xml ver.Purchasi Docume
the usage of the #DocumentSt ngDocument nt Style
document. ylesMainFlow StylesMigrato Header,
rService, Purchasi
oracle.apps.p ng
rc.po.setup.m Docume
igratorServic nt Style
e.documentS Line
tyles.applicati
onModule.ser
ver.Purchasi
ngDocument
StylesMigrato
rService,
oracle.apps.p
rc.po.setup.m
igratorServic
e.documentS
tyles.applicati
onModule.ser
Page 213 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ver.Purchasi
ngDocument
StylesMigrato
rService
2 Define Task Define setup Purchas Procure N Y

Master List components for ing ment
Items for purchasable
Procurem master items.
ent
3 Define Task Import Items Product SCM N Y
Basic List and manage Model
Items item specific
attributes
including item
status, item
type and life
cycle phase.
4 Manage Task Define profile Product SCM N Y fndSet Applica oracle.apps.f Applicati
Item option settings Model up tions nd.applcore.p on
Profile and values to Core rofiles.webse Profile
Options control item Setup rvice.Profile Value
behavior such WS
as updating
items and
Page 214 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

controlling the
number of
threads used in
item imports.
4 Define Task Create and Supply SCM Y Y

Units of List maintain units Chain
Measure of measure Manage
used within ment
your Commo
organization to n
clearly identify Compon
the quantity of ents
an item.
5 Manage Task Review and Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Units of maintain profile Chain up tions nd.applcore.p on
Measure values for units Manage Core rofiles.webse Profile
Profiles of measure. ment Setup rvice.Profile Value
Commo WS
n
Compon
ents
Page 215 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

5 Manage Task Create and edit Supply SCM N Y fndSet Applica oracle.apps.f Applicati
SCM SCM Common Chain up tions nd.applcore.fl on
Common value sets. Manage Core ex.webservic Flexfield
Value ment Setup e.ValueSetW Value
Sets Commo S Set
n
Compon
ents
5 Manage Task Define Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Units of validation and Chain up tions nd.applcore.fl on
Measure display Manage Core ex.webservic Descripti
Descriptiv properties of ment Setup e.Descriptive ve
e descriptive Commo FlexfieldWS Flexfield
Flexfields flexfields for n
UOM. Compon
Descriptive ents
flexfields are
used to add
custom
attributes to
entities.
Page 216 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Measure of measure Manage ps/scm/invent uom.unitsOf , Unit of
used within ment ory/uom/ui/flo MeasureServ Measure
your Commo w/UnitsOfMea ice.UnitOfMe Class,
organization to n sureFlow.xml# asureService Unit of
clearly identify Compon UnitsOfMeasu , Measure
the quantity of ents reFlow oracle.apps.s Standar
an item. cm.inventory. d
uom.unitsOf Conversi
MeasureServ on
ice.UnitOfMe
asureService
,
oracle.apps.s
cm.inventory.
uom.unitsOf
MeasureServ
ice.UnitOfMe
asureService
4 Manage Task Create and edit Product SCM N Y product Produc /WEB- oracle.apps.s Item
Lifecycle item life cycle Model Manag t INF/oracle/ap cm.productM Lifecycle
Phases phases. ement Manag ps/scm/produc odel.itemClas Phase
Comm ement tModel/itemCl ses.itemClas
on Comm asses/phases/ sService.Pha
on ui/flow/Lifecycl seService
Page 217 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ePhasesSetup
Flow.xml#Life
cyclePhasesS
etupFlow
Product value sets. Model up tions nd.applcore.fl on
and Child Core ex.webservic Flexfield
Value Setup e.ValueSetW Value
Sets S Set
Attachme the attachment Model up tions nd.applcore.a on
nt categories that Core ttachments.w Attachm
Categorie are used to Setup ebservice.Att ent
s for group achmentWS Categor
Product messages. y
Managem
ent
4 Manage Task Edit operation Product SCM N Y product Produc /WEB- oracle.apps.s Item
Operation attribute group Model Manag t INF/oracle/ap cm.productM Attribute
al parameters. ement Manag ps/scm/produc odel.items.att Control
Attributes Comm ement tModel/items/a ributes.attribu
Groups on Comm ttributes/ui/flo teService.Ite
on w/ItemAttribut mAttributeSe
eControlFlow. rvice
Page 218 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

xml#ItemAttrib
uteControlFlo
w
4 Manage Task Edit the root Product SCM N Y product Produc /WEB- oracle.apps.s Import
Default item class. Model Manag t INF/oracle/ap cm.productM Format,
Item ement Manag ps/scm/produc odel.itemClas Item
Class Comm ement tModel/itemCl ses.itemClas Class,
on Comm asses/ui/flow/I sService.Item Item
on temClassUpd ClassService Class
ateFlow.xml#It , Phases
emClassUpda oracle.apps.s Assignm
teFlow cm.productM ent, Item
odel.itemClas Transact
ses.itemClas ional
sService.Item Attribute,
ClassService Item
, Transact
oracle.apps.s ional
cm.productM Attribute
odel.itemClas Metadat
ses.itemClas a
sService.Item
ClassService
Page 219 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

,
oracle.apps.s
cm.productM
odel.itemClas
ses.itemClas
sService.Item
ClassService
,
oracle.apps.s
cm.productM
odel.itemClas
ses.itemClas
sService.Item
ClassService
4 Manage Task Create and edit Product SCM N Y product Produc /WEB- oracle.apps.s Item
Item item statuses. Model Manag t INF/oracle/ap cm.productM Status,
Statuses ement Manag ps/scm/produc odel.items.st Item
Comm ement tModel/items/s atuses.status Status
on Comm tatuses/ui/flow Service.Item Attribute
on /ItemStatuses StatusServic Value
TaskFlow.xml e,
#ItemStatuses oracle.apps.s
TaskFlow cm.productM
odel.items.st
atuses.status
Service.Item
Page 220 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

StatusServic
e
Item item types. Model up tions nd.applcore.l on
Types Core ookups.webs Standar
Setup ervice.Looku d
pWS Lookup
Cross item cross Model up tions nd.applcore.l on
Reference references Core ookups.webs Standar
Types types. Setup ervice.Looku d
pWS Lookup
4 Manage Task Define Product SCM N Y fndSet Applica oracle.apps.f Applicati
Item validation and Model up tions nd.applcore.fl on
Descriptiv display Core ex.webservic Descripti
e properties of Setup e.Descriptive ve
Flexfields descriptive FlexfieldWS Flexfield
flexfields for
items.
Descriptive
flexfields are
used to add
Page 221 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

custom
attributes to
entities.
4 Download Task Download the Product SCM N Y

Import import template Model
Template spreadsheet
from from the Oracle
Oracle Enterprise
Enterprise Repository.
Repositor
y
4 Upload Task Upload the data Product SCM N Y
Item Data file to the import Model
processing
area.
4 Load Task Run the Product SCM N Y Financi Financi /WEB-

Interface scheduled Model alCom al INF/Schedule
File process job that mon Comm Request-
through loads the on taskflow.xml#
Schedule interface file. ScheduleReq
d Process uest-taskflow
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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Import Task Import items Product SCM N Y product Produc /WEB- Item
Items using interface Model Manag t INF/Schedule
tables. ement Manag Request-
Comm ement taskflow.xml#
on Comm ScheduleReq
on uest-taskflow
4 Monitor Task Monitor item Product SCM N Y product Produc /WEB-
Item imports ESS Model Manag t INF/oracle/ap
Imports jobs. ement Manag ps/fnd/applcp/
Comm ement monitor/ui/flow
on Comm /MonitorProce
on ssesMainArea
Flow.xml#Mon
itorProcesses
MainAreaFlow
Related subtype values Model up tions nd.applcore.l on
Item for related Core ookups.webs Standar
Subtypes items. Setup ervice.Looku d
pWS Lookup
4 Manage Task Define Product SCM N Y fndSet Applica oracle.apps.f Applicati
Item validation and Model up tions nd.applcore.fl on
Revision display Core ex.webservic Descripti
Descriptiv properties of Setup e.Descriptive ve
e descriptive FlexfieldWS Flexfield
Page 223 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Flexfields flexfields for
item revisions.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Task Create and Edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Item item Model up tions nd.applcore.fl on
Relations relationship Core ex.webservic Descripti
hip descriptive Setup e.Descriptive ve
Descriptiv flexfield FlexfieldWS Flexfield
e attributes.
Flexfields
4 Manage Task Create and Edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Trading Trading Partner Model up tions nd.applcore.fl on
Partner Item descriptive Core ex.webservic Descripti
Item flexfield Setup e.Descriptive ve
Descriptiv attributes. FlexfieldWS Flexfield
e
Flexfields
Page 224 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Define Task Create and Supply SCM N Y
Item- List maintain units Chain
Specific of measure Manage
UOM used in ment
Conversio interclass and Commo
ns intra class n
conversions to Compon
clearly identify ents
the quantity of
an item.
Measure of measure Manage ps/scm/invent uom.unitsOf Interclas
for used in ment ory/uom/ui/flo MeasureServ s
Interclass interclass Commo w/UnitsOfMea ice.UomInter Conversi
Conversio conversions to n sureFlow.xml# ClassConver on
n clearly identify Compon UnitsOfMeasu sionService
the quantity of ents reFlow
an item.
Measure of measure Manage ps/scm/invent uom.unitsOf Intraclas
for used in ment ory/uom/ui/flo MeasureServ s
Intraclass intraclass Commo w/UnitsOfMea ice.UomIntra Conversi
Conversio conversions to n sureFlow.xml# ClassConver on
n clearly identify Compon UnitsOfMeasu sionService
Page 225 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

the quantity of ents reFlow
an item.
4 Manage Task Add and edit Product SCM N Y product Produc /WEB- oracle.apps.s Item
Item item keyword Model Manag t INF/oracle/ap cm.productM Keyword
Keyword search ement Manag ps/scm/produc odel.items.att Attribute
Search attributes. Comm ement tModel/items/a ributes.attribu
Attributes on Comm ttributes/ui/flo teService.Ite
on w/ItemKeywor mAttributeSe
dAttributeSear rvice
chTaskFlow.x
ml#ItemKeyw
ordAttributeSe
archTaskFlow
2 Define Task Define business Purchas Procure Y Y
Business List unit specific ing ment
Function controls and
Configurat defaults for
ion procurement
business
functions.
Page 226 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Configure Task Configure the Purchas Procure Y Y procure Procur /WEB- oracle.apps.p Procure
Procurem procurement ing ment ment ement INF/oracle/ap rc.po.setup.m ment
ent business ps/prc/po/setu igratorServic Configur
Business function for the p/ui/procurem e.procureme ation,
Function procurement entOptions/flo ntOptions.sys Purchasi
business unit. w/task-flow- temParamete ng
Define definition.xml# rs.application Docume
procurement task-flow- Module.serve nt Type,
document definition r.Purchasing Supplier
control, SystemPara Negotiati
document metersMigrat on
defaults, orService, Terms
document oracle.apps.p and
numbering and rc.po.setup.m Conditio
related settings. igratorServic ns
e.procureme
ntOptions.do
cumentTypes
.applicationM
odule.server.
PurchasingD
ocumentType
sMigratorSer
vice,
oracle.apps.p
rc.pon.setup.
Page 227 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

migratorServi
ce.Negotiatio
nTermsMigra
torService
3 Configure Task Configure the Self Procure Y Y procure Procur /WEB- oracle.apps.p Requisiti
Requisitio requisitioning Service ment ment ement INF/oracle/ap rc.por.setup. oning
ning business Procure ps/prc/por/cre model.reqBu Configur
Business function for the ment ateReq/public Service.Setu ation
Function requisitioning Ui/setup/flow/ pRequisition
business unit. ReqBuOption BUOptionSer
Define TaskFlow.xml vice
requisition and #ReqBuOptio
purchasing nTaskFlow
document
control,
document
defaults,
document
numbering and
related settings.
Page 228 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Select and Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Common maintain s ls es es INF/oracle/ap nancials.pay s
Options common ps/financials/p ables.shared Financial
for options for the ayables/share Setup.financi s Option
Payables integration dSetup/financi alsOptions.fin
and between Oracle alsOptions/ui/f ancialsOption
Procurem Fusion low/Financials sService.Fina
ent Payables and OptionsMainFl ncialsOptions
Oracle Fusion ow.xml#Finan Service
Procurement. cialsOptionsM
ainFlow
1 Define Task Define and Purchas Procure N Y
Purchasin List maintain setup ing ment
g components for
Configurat Purchasing
ion including
procurement
business
function,
requisitioning
business
function,
change order
templates,
document
styles,
Page 229 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

procurement
agents, and
lookup codes.
Change maintain ing ment ment ement INF/oracle/ap rc.po.setup.m ng
Order templates to ps/prc/po/setu igratorServic Change
Templates identify type of p/ui/changeOr e.changeOrd Order
attribute derTemplates/ erTemplates. Templat
changes that flow/SearchCh applicationM e,
should result in angeOrderTe odule.server. Purchasi
a formal mplateMainFl PurchasingC ng
revision of the ow.xml#Searc hangeOrderT Change
document. hChangeOrde emplatesMigr Order
rTemplateMai atorService, Templat
nFlow oracle.apps.p e
rc.po.setup.m Attribute
igratorServic
e.changeOrd
erTemplates.
applicationM
odule.server.
PurchasingC
hangeOrderT
Page 230 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

emplatesMigr
atorService
2 Manage Task Define and Purchas Procure N Y fndSet Applica oracle.apps.f Applicati
Purchasin maintain the ing ment up tions nd.applcore.fl on
g Value Purchasing Core ex.webservic Flexfield
Sets value sets for Setup e.ValueSetW Value
common S Set
application's
flexfields.
2 Manage Task Define and Purchas Procure N Y fndSet Applica oracle.apps.f Applicati
Purchasin maintain the ing ment up tions nd.applcore.fl on
g optional Core ex.webservic Descripti
Descriptiv Purchasing Setup e.Descriptive ve
e descriptive FlexfieldWS Flexfield
Flexfields flexfields.
2 Define Task Configure Self Procure N Y
Requisitio List requisition Service ment
n defaults for use Procure
Configurat in your ment
ion organization's
procurement
process.
Page 231 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Define Self Procure N Y fndSet Applica oracle.apps.f Applicati
Requisitio descriptive Service ment up tions nd.applcore.fl on
n flexfields for Procure Core ex.webservic Descripti
Descriptiv requisitions. ment Setup e.Descriptive ve
e FlexfieldWS Flexfield
Flexfields
3 Manage Task Define value Self Procure N Y fndSet Applica oracle.apps.f Applicati
Requisitio sets for Service ment up tions nd.applcore.fl on
n Value requisitions. Procure Core ex.webservic Flexfield
Sets ment Setup e.ValueSetW Value
S Set
Buyer maintain rule ing ment up tions nd.applcore.l on
Assignme set names used Core ookups.webs Standar
nt Rule in buyer Setup ervice.Looku d
Sets assignment pWS Lookup
Lookup rules.
2 Manage Task Define rules Purchas Procure N Y procure Procur /WEB-
Buyer based on ing ment ment ement INF/oracle/ap
Assignme various ps/prc/po/setu
nt Rules combinations of p/ui/buyerAssi
requisition gnmentRules/f
attributes to low/BuyerAssi
assign a gnmentRules
requisition line MainFlow.xml
Page 232 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

to the most #BuyerAssign
appropriate mentRulesMai
buyer. nFlow
2 Manage Task Review and edit Purchas Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Purchasin Purchasing ing ment up tions INF/oracle/ap nd.applcore. on
g messages. Core ps/fnd/applcor messages.w Messag
Messages Setup e/messages/ui ebservice.Me e
MessagesTF.
xml#Manage
MessagesTF
Hazard maintain hazard ing ment ment ement INF/oracle/ap rc.po.setup.m ng
Classes class codes and ps/prc/po/setu igratorServic Hazard
description p/ui/hazardCla e.hazardClas Class
which aid in sses/flow/Haz ses.applicatio
clearly ardClassesMa nModule.serv
identifying inFlow.xml#H er.Purchasin
orders for azardClasses gHazardClas
hazardous MainFlow sesMigratorS
materials. ervice
Page 233 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

UN maintain United ing ment ment ement INF/oracle/ap rc.po.setup.m ng UN
Numbers Nations ps/prc/po/setu igratorServic Number
identification p/ui/unNumbe e.unNumbers
numbers for rs/flow/UnNu V2.applicatio
hazardous mbersMainFlo nModule.serv
materials. w.xml#UnNum er.Purchasin
bersMainFlow gUNNumber
MigratorServi
ce
2 Manage Task Create and Purchas Procure N Y procure Procur /WEB- oracle.apps.p Approve
Approved maintain ing ment ment ement INF/oracle/ap rc.po.setup.m d
Supplier approved ps/prc/po/setu igratorServic Supplier
List supplier list p/ui/statusRul e.statusRules List
Statuses statuses. es/flow/Status .applicationM Status
RulesFlow.xml odule.server.
#StatusRules ApprovedSup
Flow plierListStatu
sMigratorSer
vice
1 Define Task Define and Self Procure N Y
Self List maintain profile Service ment
Service options and Procure
Procurem category ment
ent hierarchy for
Configurat Self Service
Page 234 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ion Procurement.
Define and
maintain
flexfields for
information
templates.
2 Manage Task Define Self Procure N Y fndSet Applica oracle.apps.f Applicati
Informatio descriptive Service ment up tions nd.applcore.fl on
n flexfields for Procure Core ex.webservic Descripti
Template information ment Setup e.Descriptive ve
Descriptiv templates. FlexfieldWS Flexfield
e
Flexfields
2 Manage Task Define values Self Procure N Y fndSet Applica oracle.apps.f Applicati
Informatio sets for Service ment up tions nd.applcore.fl on
n information Procure Core ex.webservic Flexfield
Template templates. ment Setup e.ValueSetW Value
Value S Set
Sets
2 Manage Task Define profile Self Procure N Y fndSet Applica oracle.apps.f Applicati
Self options related Service ment up tions nd.applcore.p on
Service to self service Procure Core rofiles.webse Profile
Procurem procurement. ment Setup rvice.Profile Value
ent Profile WS
Options
Page 235 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define and Self Procure N Y procure Procur /WEB- Procure
Catalog maintain the Service ment ment ement INF/oracle/ap ment
Category category Procure ps/prc/por/cat Browse
Hierarchy hierarchy for ment alogMgmt/pub Categor
the supplier. licUi/browseC y,
ategory/flow/B Procure
rowseCategor ment
yMainAreaFlo Browse
w.xml#Browse Tree
CategoryMain
AreaFlow
2 Manage Task Review and edit Self Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Self Self Service Service ment up tions INF/oracle/ap nd.applcore. on
Service Procurement Procure Core ps/fnd/applcor messages.w Messag
Procurem messages. ment Setup e/messages/ui ebservice.Me e
ent /flow/Manage ssageWS
Messages MessagesTF.
xml#Manage
MessagesTF
2 Define Task Define Expens Financia N Y
Corporate List corporate card es ls
Procurem issuers,
ent Cards procurement
card programs,
and
procurement
Page 236 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

cards for
employees.
3 Manage Task Define Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Corporate corporate card es ls es es INF/oracle/ap nancials.exp e Card
Card issuers, which ps/financials/e enses.credit Issuer,
Issuers are the names xpenses/credit Card.shared. Setup
of the banks Card/setup/ui/f corporateCar Party
that issue low/ManageC dProgramSer Referen
corporate credit ardIssuer.xml vice.Corporat ce
cards. #ManageCard eCardProgra
Issuer mService,
oracle.apps.fi
nancials.exp
enses.credit
Card.shared.
corporateCar
dProgramSer
vice.Corporat
eCardProgra
mService
Page 237 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Define the Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Corporate details of the es ls es es INF/oracle/ap nancials.exp e Card
Card relationship ps/financials/e enses.credit Compan
Programs between the xpenses/credit Card.shared. y
deploying Card/setup/ui/f corporateCar Account,
company and low/ManageC dProgramSer Corporat
the card ardProgram_ vice.Corporat e Card
provider. MainAreaFlow eCardProgra Program
Details include .xml#Manage mService, ,
reporting and CardProgram oracle.apps.fi Corporat
billing _MainAreaFlo nancials.exp e Card
hierarchies that w enses.credit Transact
the deploying Card.shared. ion
company has corporateCar Downloa
set up with the dProgramSer d
card provider, vice.Corporat Paramet
as well as eCardProgra er,
validations mService, Corporat
needed for oracle.apps.fi e Card
transaction file nancials.exp Transact
upload into the enses.credit ion
application from Card.shared. Upload
the card corporateCar Rule,
provider. dProgramSer Setup
vice.Corporat Party
eCardProgra Referen
Page 238 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

mService, ce
oracle.apps.fi
nancials.exp
enses.credit
Card.shared.
corporateCar
dProgramSer
vice.Corporat
eCardProgra
mService,
oracle.apps.fi
nancials.exp
enses.credit
Card.shared.
corporateCar
dProgramSer
vice.Corporat
eCardProgra
mService
3 Manage Task Define a Expens Financia Y Y Payabl Payabl /WEB- Corporat
Corporate corporate card es ls es es INF/oracle/ap e Credit
Cards that is assigned ps/financials/e Card
to an employee. xpenses/credit
Specify the card Card/setup/ui/f
number and low/ManageC
other details orporateCards
Page 239 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

that will appear _MainAreaFlo
on the physical w.xml#Manag
corporate card. eCorporateCa
rds_MainArea
Flow
1 Define Task Define and Supplier Procure Y Y
Supplier List maintain setup Portal ment
Portal components for
Configurat Supplier Portal
ion configuration
including
supplier
registration,
supplier news
content,
supplier user
roles, and role
usages.
2 Manage Task Define the roles Supplier Procure Y Y procure Procur /WEB- Supplier
Supplier that can be Model ment ment ement INF/oracle/ap Role
User provisioned to ps/prc/poz/use
Roles supplier users. rs/publicUi/flo
w/SupplierRol
eProvisionFlo
w.xml#Supplie
Page 240 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

rRoleProvision
Flow
Supplier a supplier Model ment ment ement INF/oracle/ap Role
User Role administrator ps/prc/poz/use
Usages can provision rs/publicUi/flo
and set default w/SupplierRol
roles for Oracle eProvisionFlo
Fusion Supplier w.xml#Supplie
Portal and rRoleProvision
Oracle Fusion Flow
Sourcing.
2 Specify Task Define and Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Supplier maintain Model ment ment ement INF/oracle/ap rc.poz.setup. News
News supplier news ps/prc/poz/sup migratorServi
Content and information pliers/publicUi/ ce.applicatio
content for core/flow/Sup nModule.Sup
suppliers to plierNewsSetu plierNewsMig
view on the pMainAreaFlo ratorService
supplier portal w.xml#Supplie
overview page. rNewsSetupM
ainAreaFlow
Page 241 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Supplier Supplier Portal Model ment up tions INF/oracle/ap nd.applcore. on
Portal messages. Core ps/fnd/applcor messages.w Messag
Messages Setup e/messages/ui ebservice.Me e
MessagesTF.
xml#Manage
MessagesTF
Supplier notification Model ment ment ement INF/oracle/ap rc.poz.setup. Notificati
Notificatio generation and ps/prc/poz/set migratorServi on
ns delivery interval up/ui/flow/Sup ce.applicatio Configur
for supplier user plierNotifMain nModule.Sup ation
notifications, AreaFlow.xml plierNotifOpti
such as #SupplierNotif onsMigratorS
expiring MainAreaFlow ervice
business
classification.
1 Define Task Define and Sourcin Procure Y Y
Sourcing List maintain setup g ment
Configurat components for
ion Sourcing
including
negotiation
styles,
negotiation
Page 242 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

templates, cost
factor lists, and
attribute lists.
2 Manage Task Define Sourcin Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Negotiatio negotiation g ment ment ement INF/oracle/ap rc.pon.setup. Negotiati
n Styles styles that ps/prc/pon/set migratorServi on Style,
category up/ui/flow/Neg ce.applicatio Supplier
managers can StyleManageS nModule.Neg Negotiati
use during tylesFlow.xml otiationStyle on
negotiation #NegStyleMa MigratorServi Styles :
document nageStylesFlo ce, Enabled
creation. w oracle.apps.p Docume
rc.pon.setup. nt Type
migratorServi
ce.applicatio
nModule.Neg
otiationStyle
MigratorServi
ce
Page 243 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Review and Sourcin Procure N Y fndSet Applica oracle.apps.f Applicati
Sourcing maintain lookup g ment up tions nd.applcore.l on
Lookups values for Core ookups.webs Standar
supplier Setup ervice.Looku d
negotiations, pWS Lookup
such as
requirement
section,
attribute group
name, and
standard
organization.
2 Manage Task Define Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Supplier questions for Qualific ment ment ement INF/oracle/ap rc.poq.setup. Qualifica
Questions supplier ation ps/prc/poq/set migratorServi tion
qualification up/ui/question/ ce.applicatio Question
managers and flow/Question nModule.Que
category ManageFlow.x stionMigrator
managers to ml#QuestionM Service
use during anageFlow
supplier
qualification or
sourcing
processes.
Page 244 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define the Sourcin Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Attribute public attribute g ment ment ement INF/oracle/ap rc.pon.setup. Negotiati
Lists lists. Attribute ps/prc/pon/ne migratorServi on Line
lists contain gotiations/ui/cr ce.applicatio Attribute
related line eation/flow/Ma nModule.Sou List,
attributes. nageAttributeL rcingAttribute Supplier
Category istsFlow.xml# ListMigratorS Negotiati
managers can ManageAttribu ervice, on List
use attribute teListsFlow oracle.apps.p Attribute,
lists when rc.pon.setup. Supplier
creating new migratorServi Negotiati
negotiation ce.applicatio on List
lines. nModule.Sou Attribute
rcingAttribute Score
ListMigratorS
ervice,
oracle.apps.p
rc.pon.setup.
migratorServi
ce.applicatio
nModule.Sou
rcingAttribute
ListMigratorS
ervice
Page 245 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define cost Sourcin Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Cost factors to g ment ment ement INF/oracle/ap rc.pon.setup. Negotiati
Factors identify ps/prc/pon/set migratorServi on Cost
additional up/ui/flow/Set ce.applicatio Factor
acquisition upCostFactors nModule.Sou Type
costs. Flow.xml#Set rcingCostFac
upCostFactors torTypeMigra
Flow torService
2 Manage Task Define cost Sourcin Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Cost factor lists. Cost g ment ment ement INF/oracle/ap rc.pon.setup. Negotiati
Factor factor lists ps/prc/pon/ne migratorServi on Cost
Lists contain related gotiations/ui/cr ce.applicatio Factor
cost factors. eation/flow/Co nModule.Sou List,
Category stFactorListsFl rcingCostFac Supplier
managers can ow.xml#CostF torListMigrato Negotiati
use cost factor actorListsFlow rService, on List
lists when oracle.apps.p Cost
creating new rc.pon.setup. Factor
negotiation migratorServi
lines. ce.applicatio
nModule.Sou
rcingCostFac
torListMigrato
rService
Page 246 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define Sourcin Procure N Y procure Procur /WEB- Negotiati
Negotiatio negotiation g ment ment ement INF/oracle/ap on
n templates that ps/prc/pon/ne Templat
Templates category gotiations/ui/cr e
managers can eation/flow/Ma Supplier,
use during nageTemplate Supplier
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Attribute,
Supplier
Negotiati
on
Templat
e
Attribute
Score,
Supplier
Negotiati
on
Templat
e
Collabor
ation
Team,
Page 247 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Supplier
Negotiati
on
Templat
e Cost
Factor,
Supplier
Negotiati
on
Templat
e
Header,
Supplier
Negotiati
on
Templat
e
Require
ment,
Supplier
Negotiati
on
Templat
e
Require
ment
Page 248 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Score,
Supplier
Negotiati
on
Templat
e
Require
ment
Section
2 Manage Task Define and Sourcin Procure N Y fndSet Applica oracle.apps.f Applicati
Sourcing maintain the g ment up tions nd.applcore.fl on
Value Sourcing value Core ex.webservic Flexfield
Sets sets for Setup e.ValueSetW Value
Sourcing S Set
flexfields.
2 Manage Task Define and Sourcin Procure N Y fndSet Applica oracle.apps.f Applicati
Sourcing maintain the g ment up tions nd.applcore.fl on
Descriptiv optional Core ex.webservic Descripti
e Sourcing Setup e.Descriptive ve
flexfields.
Page 249 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Enable and Sourcin Procure N Y procure Procur /WEB- oracle.apps.p Sourcing
Sourcing disable g ment ment ement INF/oracle/ap rc.pon.setup. Notificati
Notificatio Sourcing ps/prc/pon/set migratorServi on
ns notifications. up/ui/flow/Noti ce.applicatio
ficationSubscri nModule.Sou
ptionFlow.xml rcingNotifSub
#NotificationS scriptionMigr
ubscriptionFlo atorService
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2 Configure Task Configure the Sourcin Procure N Y Setup Setup /WEB-
Negotiatio service that g ment INF/oracle/ap
n Award allows ps/setup/com
Outbound customers to monSetup/set
Service create upHub/public
purchasing Ui/flow/Endpoi
documents in ntPolicyFlow.x
their ml#EndpointP
applications olicyFlow
from the
supplier
negotiation
award
information.
Page 250 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Review and edit Sourcin Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Sourcing Sourcing g ment up tions INF/oracle/ap nd.applcore. on
MessagesTF.
xml#Manage
MessagesTF
Supplier List maintain setup Qualific ment
Qualificati components for ation
on Supplier
Configurat Qualification
ion including
questions,
qualification
areas, and
qualification
models.
2 Manage Task Define subjects Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Subject to organize Qualific ment up tions nd.applcore.l on
Lookup questions into ation Core ookups.webs Standar
different Setup ervice.Looku d
categories. pWS Lookup
Page 251 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Standards standards Qualific ment up tions nd.applcore.l on
Organizati organizations to ation Core ookups.webs Standar
on Lookup associate Setup ervice.Looku d
questions with pWS Lookup
specific
standards
organization.
2 Manage Task Define Supplier Procure Y Y procure Procur /WEB- oracle.apps.p Supplier
Supplier questions for Qualific ment ment ement INF/oracle/ap rc.poq.setup. Qualifica
Questions supplier ation ps/prc/poq/set migratorServi tion
qualification up/ui/question/ ce.applicatio Question
managers and flow/Question nModule.Que
category ManageFlow.x stionMigrator
managers to ml#QuestionM Service
use during anageFlow
supplier
qualification or
sourcing
processes.
2 Manage Task Define Supplier Procure Y Y procure Procur /WEB- oracle.apps.p Supplier
Qualificati qualification Qualific ment ment ement INF/oracle/ap rc.poq.setup. Qualifica
on Areas areas for ation ps/prc/poq/set migratorServi tion Area
supplier up/ui/qualArea ce.applicatio
qualification /flow/QualAre nModule.Qua
managers and aManageFlow lificationArea
Page 252 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

category .xml#QualAre MigratorServi
managers to aManageFlow ce
use during
supplier
qualification or
sourcing
processes.
2 Manage Task Define Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Qualificati qualification Qualific ment ment ement INF/oracle/ap rc.poq.setup. Qualifica
on Models models for ation ps/prc/poq/set migratorServi tion
supplier up/ui/qualMod ce.applicatio Model
qualification el/flow/QualM nModule.Qua
managers to odelManageFl lificationMod
use during ow.xml#Qual elMigratorSer
supplier ModelManage vice
qualification Flow
process.
2 Manage Task Define supplier Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Supplier registration rule Qualific ment ment ement INF/oracle/ap rc.poq.setup. Qualifica
Registrati sets that ation ps/prc/poq/set migratorServi tion Rule
on Rule establish the up/ui/ruleset/fl ce.applicatio Set
Sets conditions and ow/RuleSetMa nModule.Rul
questions to be nageFlow.xml eSetMigrator
asked to #RuleSetMan Service
suppliers during ageFlow
the supplier
Page 253 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

registration
process.
2 Manage Task Define the Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Assessme assessment Qualific ment up tions nd.applcore.l on
nt outcomes that ation Core ookups.webs Standar
Outcome supplier Setup ervice.Looku d
Lookup qualification pWS Lookup
managers
assign to
suppliers at the
end of an
assessment
evaluation
process.
Supplier maintain the Qualific ment up tions nd.applcore.fl on
Qualificati Supplier ation Core ex.webservic Flexfield
on Value Qualification Setup e.ValueSetW Value
Sets value sets for S Set
Supplier
Qualification
flexfields.
Page 254 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Supplier maintain the Qualific ment up tions nd.applcore.fl on
Qualificati Supplier ation Core ex.webservic Descripti
on Qualification Setup e.Descriptive ve
Descriptiv descriptive FlexfieldWS Flexfield
e flexfields.
Flexfields
Supplier Supplier Qualific ment up tions INF/oracle/ap nd.applcore. on
Qualificati Qualification ation Core ps/fnd/applcor messages.w Messag
on messages. Setup e/messages/ui ebservice.Me e
Messages /flow/Manage ssageWS
MessagesTF.
xml#Manage
MessagesTF
1 Define Task Define and Purchas Procure Y Y
Procurem List maintain setup ing ment
ent components for
Contract Procurement
Terms Contracts such
Configurat as contract
ion terms library
configuration.
Page 255 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Define and Purchas Procure Y Y
Supplier List manage setup ing ment
Contract related to
Managem procurement
ent contract
Business business
Function functions for a
Configurat business unit.
ion
3 Specify Task Specify supplier Enterpri CRM Y Y contrac Contra /WEB- oracle.apps.c Contract
Supplier contract se tManag ct INF/oracle/ap ontracts.busi Manage
Contract management Contract ement Manag ps/contracts/b nessUnitSetu ment
Managem properties, such s ement usinessUnitSe p.BusUnitSet Busines
ent as contract tup/ui/flow/BU upService s
Business standards, SetupProcure Function
Function policies, and ContractFuncti
Properties adoption rules. on.xml#BUSet
upProcureCon
tractFunction
2 Define Task Define approval Commo CRM Y Y
Approval List routing n CRM
Managem structures and
ent for controls to
Customer match your
Relations organization's
hip needs.
Page 256 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Managem
ent
3 Manage Task Review and edit Commo CRM Y Y CrmInt CRM- /worklistapp/fa
Task approval flow n CRM egratio SOA ces/administra
Configurat rules for n tion.jspx?
ions for workflow tasks.
Customer
Relations
hip
Managem
ent
3 Manage Task Create groups Commo CRM Y Y CrmInt CRM- /worklistapp/fa
Approval of users to act n CRM egratio SOA ces/administra
Groups on workflow n tion.jspx?
for tasks.
Customer
Relations
hip
Managem
ent
Page 257 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Define and Enterpri CRM Y Y
Contract List manage se
Terms reference Contract
Library information for s
Configurat library content,
ion including
standard and
alternate
clauses,
contract terms
templates, and
Contract Expert
rules.
3 Define Task Review and Enterpri CRM Y Y
Clause List define lookup se
and values that Contract
Template provide choices s
Managem for categorizing
ent clauses in the
Lookups contract terms
and library. Specify
Profiles the Enterprise
Scheduler
Service server
directory where
files will be
Page 258 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

uploaded and
imported into
the Contract
Terms Library
by the Import
Clauses from
XML File
process.
4 Manage Task Create and Enterpri CRM Y Y fndSet Applica oracle.apps.f Applicati
Contract maintain the se up tions nd.applcore.fl on
Terms value sets used Contract Core ex.webservic Flexfield
Value to enter values s Setup e.ValueSetW Value
Sets for contract S Set
variables and to
answer
questions that
appear when
running the
Contract Expert
utility during
contract
authoring.
Page 259 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Review and Enterpri CRM N Y fndSet Applica oracle.apps.f Applicati
Contract define lookup se up tions nd.applcore.l on
Clause values that Contract Core ookups.webs Standar
Types provide choices s Setup ervice.Looku d
for categorizing pWS Lookup
clauses in the
contract terms
library.
4 Manage Task Define Enterpri CRM N Y fndSet Applica oracle.apps.f Applicati
Contract additional fields se up tions nd.applcore.fl on
Terms to enter and Contract Core ex.webservic Descripti
Descriptiv track s Setup e.Descriptive ve
e information that FlexfieldWS Flexfield
Flexfields is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 260 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Specify Task Specify the Enterpri CRM N Y fndSet Applica oracle.apps.f Applicati
Contract Enterprise se up tions nd.applcore.p on
Clause Scheduler Contract Core rofiles.webse Profile
Import Service server s Setup rvice.Profile Value
XML File directory where WS
Location files will be
uploaded and
imported into
the Contract
Terms Library
by the Import
Clauses from
XML File
process.
3 Set Task Navigate to Enterpri CRM Y Y
up List Contracts, se
Contract Terms Library Contract
Standard work area to set s
Clauses, up library
Templates content,
, and including
Expert standard and
Rules alternate
clauses,
contract terms
templates, and
Page 261 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Contract Expert
rules.
4 Manage Task Navigate to the Enterpri CRM Y Y

Contract contracts Terms se
Standard Library work Contract
Clauses, area to set up s
Templates library content,
, and including
Expert standard and
Rules alternate
clauses,
contract terms
templates, and
Contract Expert
rules.
1 Define Task Define and Receivin SCM Y Y
Receiving List maintain setup g
for components for
Procurem receipt
ent processing
controls and
defaults in
Page 262 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Procurement,
including
receiving
parameters,
profile options,
descriptive
flexfields, and
value sets.
2 Manage Task Define profile Receivin SCM N Y fndSet Applica oracle.apps.f Applicati
Receiving option settings g up tions nd.applcore.p on
Options control Setup rvice.Profile Value
receiving WS
behavior such
as Aging Period
for Extended
Receipt
Settlement.
2 Manage Task Create and edit Receivin SCM N Y fndSet Applica oracle.apps.f Applicati
Receiving receiving value g up tions nd.applcore.fl on
Value sets. Core ex.webservic Flexfield
Sets Setup e.ValueSetW Value
S Set
Page 263 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Manage Task Define Receivin SCM N Y fndSet Applica oracle.apps.f Applicati
Receiving validation and g up tions nd.applcore.fl on
flexfields for
receiving.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
2 Manage Task Configure Receivin SCM Y Y Logistic Logistic /WEB- oracle.apps.s Receivin
Receiving receiving g s s INF/oracle/ap cm.receiving. g
Parameter parameters to ps/scm/receivi coreSetup.se Paramet
s specify default ng/coreSetup/ rvice.Receivi er
receiving ui/flow/RcvPar ngParameter
options for the ametersFlow.x Service
organization. ml#RcvParam
etersFlow
Page 264 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

1 Define Task Configure Receipt SCM N Y
Receipt List receipt Accounti
Accountin accounting ng
g structures and
policies.
2 Define Task Configure Subledg Financia Y Y
Subledger List subledger er ls
Accountin accounting and Accounti
g Rules set up ng
subledger
accounting
rules.
Applicatio transaction Accounti
n and model used to ng
Sources apply the
accounting
rules and
generate
entries.
Page 265 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.subl er
ting.accounti on
ngMethodSet Setup,
up.eventsMo Subledg
delsService. er
, y Setup,
nancials.subl ion
edgerAccoun Entity
ting.accounti Type
ngMethodSet
up.eventsMo
Page 266 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
Page 267 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 268 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Subledger maintain the er ls INF/oracle/ap nancials.subl er
Applicatio transaction Accounti ps/financials/s edgerAccoun Applicati
n object and ng ubledgerAcco ting.accounti on
Transactio reference object unting/account ngMethodSet Setup,
n Objects definitions and ingMethodSet up.eventsMo Subledg
the source up/eventMode delsService. er
assignments. ls/ui/flow/SlaS model.Events Referen
ourceSystemF ModelService ce
low.xml#SlaS , Object
ourceSystemF oracle.apps.fi Setup,
low nancials.subl Subledg
edgerAccoun er
ting.accounti Source
ngMethodSet Assignm
up.eventsMo ent,
delsService. Subledg
model.Events er
ModelService Transact
, ion
oracle.apps.fi Object
nancials.subl Setup
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
Page 269 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
4 Create Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
and process to er ls INF/Schedule
Assign generate Accounti Request-
Sources sources and ng taskflow.xml#
source ScheduleReq
assignments uest-taskflow
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 270 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
4 Manage Task Maintain the Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Accountin attributes of a er ls INF/oracle/ap nancials.subl er
g journal entry by Accounti ps/financials/s edgerAccoun Accounti
Attributes mapping the ng ubledgerAcco ting.accounti ng
sources which unting/account ngMethodSet Attribute
will provide the ingMethodSet up.eventsMo
values during up/eventMode delsService.
Page 271 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

entry ls/ui/flow/Acct model.Events
generation. AttributesFlow ModelService
.xml#AcctAttri
butesFlow
3 Define Task Define Subledg Financia N Y

Accountin accounting Accounti
g Methods methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
Page 272 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Accountin maintain er ls INF/oracle/ap nancials.subl er
g Methods method used to Accounti ps/financials/s edgerAccoun Accounti
record the ng ubledgerAcco ting.accounti ng
financial impact unting/account ngMethodSet Method,
of subledger ingMethodSet up.mappingS Subledg
transactions, up/accounting etsService.m er
such as accrual Methods/ui/flo odel.Mapping Accounti
basis, cash w/AcctgMetho SetsService, ng Setup
basis, or dFlow.xml#Ac oracle.apps.fi Error
combined basis ctgMethodFlo nancials.subl
accounting. w edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Journal rules that will Accounti ps/financials/s edgerAccoun Journal
Entry Rule generate a ng ubledgerAcco ting.accounti Entry
Sets complete unting/account ngMethodSet Rule Set
subledger ingMethodSet up.mappingS
journal entry. up/journalRule etsService.m
Sets/ui/flow/Jo odel.Mapping
Page 273 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

urnalEntryRul SetsService
eSetFlow.xml
#JournalEntry
RuleSetFlow
Journal maintain the er ls INF/oracle/ap nancials.subl er
Line rule used to Accounti ps/financials/s edgerAccoun Journal
Rules convert ng ubledgerAcco ting.accounti Line
transaction data unting/account ngMethodSet Rule,
into a journal ingMethodSet up.journalLin Subledg
entry line. up/journalLine eRulesServic er
Rules/ui/flow/J e.model.Jour Journal
ournalLineRul nalLineRules Line
e.xml#Journal Service, Rule
LineRule oracle.apps.fi Conditio
nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
Page 274 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

edgerAccoun er
ngMethodSet Rule
up.mappingS Detail,
oracle.apps.fi n
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
Page 275 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Descriptio maintain the er ls INF/oracle/ap nancials.subl er
n Rules rule that creates Accounti ps/financials/s edgerAccoun Descripti
a description for ng ubledgerAcco ting.accounti on Rule,
a subledger unting/account ngMethodSet Subledg
journal entry or ingMethodSet up.descriptio er
any of its lines. up/description nRulesServic Descripti
Rules/ui/flow/ e.model.Des on Rule
DescriptionRul criptionRules Conditio
eFlow.xml#De Service, n,
scriptionRuleF oracle.apps.fi Subledg
low nancials.subl er
edgerAccoun Descripti
ting.accounti on Rule
ngMethodSet Detail,
up.descriptio Subledg
Page 276 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nRulesServic er
e.model.Des Descripti
criptionRules on Rule
Service, Priority
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Des
criptionRules
Service,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Des
criptionRules
Service
Page 277 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Supporti
Supportin maintain the er ls INF/oracle/ap nancials.subl ng
g object that Accounti ps/financials/s edgerAccoun Referen
Reference stores ng ubledgerAcco ting.accounti ce
s additional unting/account ngMethodSet Detail,
transaction ingMethodSet up.supporting Supporti
information up/supporting ReferencesS ng
about a References/ui/ ervice.model. Referen
subledger flow/Supportin SupportingR ce
journal entry gReferencesFl eferencesSer Header
either at the ow.xml#Supp vice,
header or line ortingReferen oracle.apps.fi
level. cesFlow nancials.subl
Supporting edgerAccoun
references can ting.accounti
also be used to ngMethodSet
establish a up.supporting
subledger ReferencesS
balance for ervice.model.
each value of a SupportingR
transaction eferencesSer
attribute and vice
account.
Page 278 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet Value,
up.mappingS Subledg
etsService.m er
SetsService, Set
edgerAccoun ent
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
Page 279 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Custom maintain the er ls INF/oracle/ap er
Formulas rule that Accounti ps/financials/s Formula
calculates a ng ubledgerAcco
numeric value unting/account
or to derive an ingMethodSet
alphanumeric up/formulas/ui
value based on /flow/Formula
certain ManageFlow.x
transaction ml#FormulaM
attribute values. anageFlow
Formulas can
be used in
journal line
rules, account
rules,
Page 280 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

description
rules,
supporting
references or
mapping sets.
4 Activate Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Subledger process to er ls INF/Schedule
Journal validate the Accounti Request-
Entry Rule configuration ng taskflow.xml#
Set and activate the ScheduleReq
Assignme usage of the uest-taskflow
nts accounting
method after
making any
updates on the
journal entry
rule set
components or
their
assignments on
the Accounting
Method page.
Page 281 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Import Task Use the manual Subledg Financia N Y Ledger Ledger /WEB-
Supportin journal entry er ls INF/oracle/ap
g spreadsheet to Accounti ps/financials/s
Reference initialize the ng ubledgerAcco
Initial supporting unting/journals
Balances reference /enterJournals
balances. /publicDi/flow/
FinXlaDesktop
JournalEntryD
IFlow.xml#Fin
XlaDesktopJo
urnalEntryDIFl
ow
ml#Accountin , er
edgerAccoun Subledg
Page 282 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ting.accounti er
ngMethodSet Ledger
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Accountin maintain the list er ls INF/oracle/ap nancials.subl er
g Class of accounting Accounti ps/financials/s edgerAccoun Accounti
Usages classes that are ng ubledgerAcco ting.sharedS ng Class
used to unting/shared etup.accounti Usage,
determine Setup/account ngClassUsag Subledg
which journal ingClassUsag esService.mo er Post
entry lines to es/ui/flow/Acct del.Accountin Accounti
retrieve during gClassUsage gClassUsage ng
a particular Flow.xml#Acct sService, Assignm
Page 283 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

process. The gClassUsage oracle.apps.fi ent
process can be Flow nancials.subl Definitio
a report or any edgerAccoun n,
other post- ting.sharedS Subledg
accounting etup.accounti er Post
program. ngClassUsag Accounti
esService.mo ng Class
del.Accountin Assignm
gClassUsage ent
sService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngClassUsag
esService.mo
del.Accountin
gClassUsage
sService
3 Manage Task Review and Subledg Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Subledger maintain lookup er ls alCom al INF/oracle/ap nancials.com s
Accountin values for Accounti mon Comm ps/financials/c monModules. Generic
g Lookups Oracle Fusion ng on ommonModul appsLookups Lookup
Subledger es/appsLooku .appsLookup
Accounting, ps/ui/flow/Man Service.apps
Page 284 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

such as ageGenericLo LookupServic
accounting okupTF.xml# e
class values ManageGener
and journal icLookupTF
entry types.
3 Manage Task Define profile Subledg Financia N Y fndSet Applica oracle.apps.f Applicati
Subledger option settings er ls up tions nd.applcore.p on
Accountin and values to Accounti Core rofiles.webse Profile
g Profile control Oracle ng Setup rvice.Profile Value
Options Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
Page 285 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Define Subledg Financia N Y fndSet Applica oracle.apps.f Applicati
Subledger validation and er ls up tions nd.applcore.fl on
Accountin display Accounti Core ex.webservic Descripti
g properties of ng Setup e.Descriptive ve
e flexfields for
Flexfields Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
1 Define Task Define and Payable Financia Y Y
Invoicing List maintain s ls
and prerequisite
Payments setup
ion the payables
configuration
required for
Oracle Fusion
Page 286 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Procurement.

Supplier List maintain setup Model ment
Configurat components
ion prior to creating
suppliers
including
lookups,
category
hierarchy,
supplier
numbering,
supplier value
sets, and
supplier
descriptive
flexfields.
Page 287 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Specify Task Specify the Supplier Procure N Y procure Procur /WEB- Supplier
Supplier supplier number Model ment ment ement INF/oracle/ap
Numberin to be used ps/prc/poz/sup
g when the next pliers/publicUi/
supplier record core/flow/Sup
is created. plierNumberS
etupFlow.xml#
SupplierNumb
erSetupFlow
Supplier maintain the set Model ment up tions nd.applcore.l on
Type of values that Core ookups.webs Standar
Lookup categorize Setup ervice.Looku d
suppliers for pWS Lookup
reporting
purposes.
Tax maintain the set Model ment up tions nd.applcore.l on
Organizati of values that Core ookups.webs Standar
on Type categorize Setup ervice.Looku d
Lookup suppliers for tax pWS Lookup
reporting
purposes.
Page 288 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Create and Self Procure N Y procure Procur /WEB- Procure
Supplier maintain the Service ment ment ement INF/oracle/ap ment
Products supplier Procure ps/prc/por/cat Browse
and products and ment alogMgmt/pub Categor
Services services licUi/browseC y,
Category category ategory/flow/B Procure
Hierarchy hierarchy. rowseCategor ment
yMainAreaFlo Browse
w.xml#Browse Tree
CategoryMain
AreaFlow
Value supplier value Core ex.webservic Flexfield
Sets sets. Setup e.ValueSetW Value
S Set
e flexfields value Setup e.Descriptive ve
Flexfields for the supplier. FlexfieldWS Flexfield
Page 289 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Supplier Supplier Model ment up tions INF/oracle/ap nd.applcore. on
MessagesTF.
xml#Manage
MessagesTF
3 Configure Task Configure the Supplier Procure N Y Setup Setup /WEB-
Supplier service that Model ment INF/oracle/ap
Outbound allows ps/setup/com
Synchroni customers to monSetup/set
zation systematically upHub/public
Service synchronize Ui/flow/Endpoi
updates to ntPolicyFlow.x
supplier records ml#EndpointP
from Oracle olicyFlow
Fusion
Applications to
their own
applications.
Page 290 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Supplier profile entities Model ment ment ement INF/oracle/ap rc.poz.setup. Registrat
Registrati for supplier ps/prc/poz/set migratorServi ion and
on and registration and up/ui/flow/Sup ce.applicatio Self
Profile supplier profile plierConfigMai nModule.Sup Service
Change management. nAreaFlow.xm plierRegConfi Profile
Request l#SupplierCon gMigratorSer Configur
figMainAreaFl vice ation
ow
Registrati for supplier
on registration
Descriptiv descriptive
e flexfields.
Flexfields
Configurat
ion
Registrati supplier Core ex.webservic Flexfield
on Value registration Setup e.ValueSetW Value
Sets value sets. S Set
Page 291 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Registrati descriptive Core ex.webservic Descripti
on flexfields value Setup e.Descriptive ve
Descriptiv for supplier FlexfieldWS Flexfield
e registration.
Flexfields
y Person track Model Setup e.Descriptive ve
Descriptiv information that FlexfieldWS Flexfield
e is not otherwise
Flexfields captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 292 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

y track Model Setup e.Descriptive ve
Organizati information that FlexfieldWS Flexfield
on Site is not otherwise
Descriptiv captured.
e Descriptive
Flexfields flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Match for managing
Configurat matching
ion suppliers during
deduplication
process.
Page 293 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Configure Task Configure party Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Party relationships for Model ment ment ement INF/oracle/ap rc.poz.setup. Match
Relations matching ps/prc/poz/set migratorServi Party
hips for suppliers during up/ui/flow/Sup ce.applicatio Relation
Supplier deduplication plierConfigMat nModule.Sup ship
Match process. chFlow.xml#S plierConfigM
upplierConfig atchMigrator
MatchFlow Service
Server define the data Commu mmon Comm INF/oracle/ap dm.dataQuali Commu
Configurat quality server nity on ps/cdm/dataQ ty.engineSet nity Data
ions configuration to Data uality/engineS up.publicMod Quality
integrate with Quality etup/ui/server el.ZcqEngine Server
Informatica Operations/flo SetupAMSer Informati
Data Quality. w/ZcqOperatio vice, on,
The server nsSummaryT oracle.apps.c Trading
name is then F.xml#ZcqOp dm.dataQuali Commu
associated with erationsSumm ty.engineSet nity Data
the matching aryTF up.publicMod Quality
and cleansing el.ZcqEngine Server
configuration to SetupAMSer Operatio
provide vice, n,
duplicate oracle.apps.c Trading
prevention, dm.dataQuali Commu
batch duplicate ty.engineSet nity Data
identification, up.publicMod Quality
Page 294 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

and real-time el.ZcqEngine Server
and batch data SetupAMSer Operatio
cleansing. vice, n
oracle.apps.c Attribute
dm.dataQuali Mapping
ty.engineSet , Trading
up.publicMod Commu
el.ZcqEngine nity Data
SetupAMSer Quality
vice, Server
oracle.apps.c Operatio
dm.dataQuali n
ty.engineSet Paramet
up.publicMod er,
el.ZcqEngine Trading
SetupAMSer Commu
vice, nity Data
oracle.apps.c Quality
dm.dataQuali Server
ty.engineSet Operatio
up.publicMod n
el.ZcqEngine Paramet
SetupAMSer er
vice Conditio
n,
Trading
Page 295 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Commu
nity Data
Quality
Server
Operatio
n
Paramet
er Value
4 Manage Task Allows Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Enterprise management of Commu mmon Comm INF/oracle/ap dm.dataQuali Commu
Data matching nity on ps/cdm/dataQ ty.engineSet nity Data
Quality configurations Data uality/engineS up.publicMod Quality
Matching associated with Quality etup/ui/match el.ZcqEngine Matchin
Configurat enterprise data Configurations SetupAMSer g
ions quality /flow/ZcqEdq vice Configur
integration. MatchConfigT ation
F.xml#ZcqEdq
MatchConfigT
F
Business List configurations Model ment
Classificat for managing
ion supplier
Configurat business
ion classifications.
Page 296 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Business maintain the set Model ment up tions nd.applcore.l on
Classificat of values Core ookups.webs Standar
ion describing the Setup ervice.Looku d
Lookup classifications pWS Lookup
used for
tracking
supplier
diversity.
Minority maintain the set Model ment up tions nd.applcore.l on
Group of minority Core ookups.webs Standar
Lookup groups that are Setup ervice.Looku d
used to pWS Lookup
subclassify
minority owned
suppliers.
4 Manage Task Define and Supplier Procure N Y procure Procur /WEB- oracle.apps.p Supplier
Certifying maintain Model ment ment ement INF/oracle/ap rc.poz.setup. Certifyin
Agencies certifying ps/prc/poz/sup migratorServi g
agencies for pliers/publicUi/ ce.applicatio Agency
supplier manageCertify nModule.Man
business ingAgencies/fl ageCertifying
classifications. ow/CertifyingA AgenciesMigr
gencySetupFl atorService
ow.xml#Certif
Page 297 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

yingAgencySe
tupFlow

Address List configurations Model ment
Configurat for managing
ion supplier
addresses.
4 Manage Task Manage Trading CRM N Y crmCo CRM /WEB- Trading
ountriesTF
Page 298 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Address configure how Commu mmon Comm INF/oracle/ap dm.foundatio Commu
Formats addresses nity on ps/cdm/found n.parties.styl nity
appear in the Model ation/parties/ui eFormatsSer Style
application, /setup/styleFo vice.StyleFor Format
such as the rmats/flow/Styl matSetupSer
sequence of eFormatSearc vice
address hAddressesTF
elements in a .xml#StyleFor
postal address. matSearchAd
dressesTF
B2B List configurations Model ment
Document for managing
Messagin B2B e-
g commerce
gateway and
trading
partners.
4 Configure Task Define B2B e- Supplier Procure N Y B2bcon Busine faces/login.jsp
Oracle commerce Model ment sole ss to x
B2B e- gateway setups Busine
Commerc in Oracle B2B ss
e console.
Gateway
Setups
Page 299 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Specify Task Specify the B2B Supplier Procure N Y
B2B supplier site Model ment
Supplier code for a
Site Code supplier site.
on
Supplier
Site
4 Define Task This activity Collabor SCM N Y
Collaborat List includes all ation
ion tasks required Messagi
Messagin to set up ng
g collaboration Framew
messaging. ork
Collaborat system ation mmon mmon INF/oracle/ap
ion properties that Messagi ps/scm/cmk/c
Messagin enable or ng ollaborationM
g disable specific Framew essagingSetu
Configurat messaging ork p/ui/flow/Mana
ion features. geCollaboratio
nMessageCon
figFlow.xml#M
anageCollabor
ationMessage
ConfigFlow
Page 300 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Collaborat service ation mmon mmon INF/oracle/ap
ion providers that Messagi ps/scm/cmk/c
Messagin are used by ng ollaborationM
g Service collaboration Framew essagingSetu
Provider messaging. ork p/ui/flow/Mana
geCollaboratio
nMessagingS
erviceProvider
sFlow.xml#Ma
nageCollabora
tionMessaging
ServiceProvid
ersFlow
5 Manage Task Populate the Collabor SCM N Y scmCo ScmCo /WEB-
Collaborat domain value ation mmon mmon INF/oracle/ap
ion maps that are Messagi ps/scm/cmk/c
Messagin setup for ng ollaborationM
g Domain documents Framew essagingSetu
Value processed by ork p/publicUi/flow
Map the /ManageAppli
collaboration cationPartner
messaging Flow.xml#Man
framework. ageApplicatio
nPartnerFlow
Page 301 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Upload Task Upload supplier Supplier Procure N Y fndSet Applica /WEB-
Supplier import file Model ment up tions INF/oracle/ap
Import through UCM. Core ps/fnd/applcor
File Setup e/ui/flow/FndM
anageImportE
xport.xml#Fnd
ManageImport
Export
3 Load Task Load supplier Supplier Procure N Y Financi Financi /WEB-
Supplier import interface Model ment alCom al INF/oracle/ap
Interface through mon Comm ps/fnd/applcp/
through scheduled on monitor/ui/flow
Schedule process. /MonitorProce
d Process ssesMainArea
Flow.xml#Mon
itorProcesses
MainAreaFlow
3 Import Task Import supplier Supplier Procure N Y procure Procur /WEB-
Suppliers data through Model ment ment ement INF/oracle/ap
scheduled ps/prc/poz/sup
process. pliers/ui/ess/s
upplierImport/f
low/SupplierI
mportFlow.xml
#SupplierImpo
rtFlow
Page 302 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Define setup to Payable Financia Y Y
Payables List implement the s ls
parts of
applications
specific to
Oracle Fusion
Payables.
3 Define Task Configure Payable Financia N Y
Automate Oracle s ls
d Invoice WebCenter
Processin Imaging, Oracle
g WebCenter
Configurat Capture, and
ion Oracle
WebCenter
Forms
recognition to
import invoice
images,
recognize and
capture invoice
data, and send
the invoices to
Oracle Fusion
Payables for
payment.
Page 303 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Define defaults Payable Financia Y Y
Common List and control s ls
Options options to
for simplify
Payables supplier,
and requisition,
Procurem purchase order,
ent invoice, and
payment entry.
4 Manage Task Define and Purchas Procure Y Y procure Procur /WEB- Procure
Procurem maintain ing ment ment ement INF/oracle/ap ment
ent procurement ps/prc/po/setu Agent
Agents agents access p/ui/procurem
to information entAgents/flo
such as w/Procuremen
purchasing tAgentsMainFl
documents, ow.xml#Procu
suppliers, rementAgents
approved MainFlow
supplier list
entries, and
business
intelligence
spend data.
Page 304 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Payables calendars used s ls es es INF/oracle/ap nancials.pay s
Calendars for key indicator ps/financials/p ables.shared Calenda
reports, ayables/share Setup.special r Period,
payment terms, dSetup/specia Calendar.spe Payable
and lCalendar/ui/fl cialCalendar s
withholding. ow/SpecialCal Service.Spec Calenda
endarFlow.xml ialCalendarS r Type
#SpecialCalen ervice,
darFlow oracle.apps.fi
nancials.pay
ables.shared
Setup.special
Calendar.spe
cialCalendar
Service.Spec
ialCalendarS
ervice
4 Manage Task Define and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment maintain Oracle s ls es es INF/oracle/ap nancials.pay Term
Terms Fusion ps/financials/p ables.invoice Header,
Payables ayables/invoic sSetup.paym Payment
payment terms esSetup/paym entTerms.pa Term
in use by an entTerms/ui/fl ymentTerms Line,
organization. ow/PaymentT Service.Pay Payment
ermsMainFlow mentTermSe Term
Page 305 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

.xml#Payment rvice, Subscrip
TermsMainFlo oracle.apps.fi tion
w nancials.pay
ables.invoice
sSetup.paym
entTerms.pa
ymentTerms
Service.Pay
mentTermSe
rvice,
oracle.apps.fi
nancials.pay
ables.invoice
sSetup.paym
entTerms.pa
ymentTerms
Service.Pay
mentTermSe
rvice
4 Manage Task Select and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Common maintain s ls es es INF/oracle/ap nancials.pay s
Options common ps/financials/p ables.shared Financial
for options for the ayables/share Setup.financi s Option
Payables integration dSetup/financi alsOptions.fin
and between Oracle alsOptions/ui/f ancialsOption
Procurem Fusion low/Financials sService.Fina
Page 306 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ent Payables and OptionsMainFl ncialsOptions
Oracle Fusion ow.xml#Finan Service
Procurement. cialsOptionsM
ainFlow
3 Define Task Define control Payable Financia Y Y

General List options and s ls
Payables defaults used
Options throughout
Oracle Fusion
Payables. Set
defaults to
simplify supplier
entry, invoice
entry, and
automatic
payment
processing.
4 Manage Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Invoice invoicing- s ls es es INF/oracle/ap nancials.pay s
Options related defaults ps/financials/p ables.shared System
and controls ayables/share Setup.payabl Option
used in invoice dSetup/payabl esSystemOpt
processing. esSystemOpti ions.payable
ons/ui/flow/Pa sSystemOpti
Page 307 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

yablesSystem onsService.P
OptionsInvoici ayablesSyste
ngMainFlow.x mOptionsSer
ml#PayablesS vice
ystemOptionsI
nvoicingMainF
low
4 Manage Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Payment payment- s ls es es INF/oracle/ap nancials.pay s
Options related defaults ps/financials/p ables.shared System
and controls ayables/share Setup.payabl Option
used in dSetup/payabl esSystemOpt
payment esSystemOpti ions.payable
processing. ons/ui/flow/Pa sSystemOpti
yablesSystem onsService.P
OptionsPaym ayablesSyste
entMainFlow.x mOptionsSer
ml#PayablesS vice
ystemOptions
PaymentMain
Flow
Page 308 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Define Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Configur
Tax withholding tax- s ls alCom al INF/oracle/ap nancials.tax.c ation
Reporting related defaults mon Comm ps/financials/t onfiguration.e Owner
and and controls on ax/configuratio vent.eventSe Tax
Withholdin used in n/event/ui/flow rvice.Applicat Option,
g Tax withholding tax /TaxReporting ionEventClas Payable
Options processing. AndWhtOption sTaxOptions s
sSearchFlow. Service, System
xml#TaxRepor oracle.apps.fi Option
tingAndWhtOp nancials.pay
tionsSearchFl ables.shared
ow Setup.payabl
esSystemOpt
ions.payable
sSystemOpti
onsService.P
ayablesSyste
mOptionsSer
vice
3 Define Task Define setup to Payable Financia N Y
Payables List implement the s ls
Configurat parts of
ion applications
specific to
Oracle Fusion
Payables.
Page 309 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Review and Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Payables maintain lookup s ls alCom al INF/oracle/ap nancials.com s
Lookups values for mon Comm ps/financials/c monModules. Generic
invoices, such on ommonModul appsLookups Lookup
as holds and es/appsLooku .appsLookup
pay groups. ps/ui/flow/Man Service.apps
ageGenericLo LookupServic
okupTF.xml# e
ManageGener
icLookupTF
4 Manage Task Define Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Payables validation and s ls up tions nd.applcore.fl on
flexfields for
invoices and
payments.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 310 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Define profile Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Payables option settings s ls up tions nd.applcore.p on
Options control Setup rvice.Profile Value
reconciliation WS
data behavior
such as purge
frequency.
4 Manage Task Define Payable Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Payables document s ls up tions INF/oracle/ap nd.applcore.d on
Document categories and Core ps/fnd/applcor ocseq.webse Docume
Sequence assign Setup e/docseq/ui/flo rvice.DocSeq nt
s sequences to w/ManageDoc WS Sequenc
Oracle Fusion SequencesTF. e
Payables xml#ManageD
documents. ocSequences
TF
4 Manage Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Distributi
Distributio distribution sets s ls es es INF/oracle/ap nancials.pay on Set,
n Sets to automatically ps/financials/p ables.invoice Distributi
enter ayables/invoic sSetup.distrib on Set
distributions for esSetup/distri utionSets.dist Member
an invoice when butionSets/ui/f ributionSetsS
they are not low/managedi ervice.Distrib
matched to a stses_flow.xml utionSetsSer
purchase order. #managedists vice,
Page 311 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

es_flow oracle.apps.fi
nancials.pay
ables.invoice
sSetup.distrib
utionSets.dist
ributionSetsS
ervice.Distrib
utionSetsSer
vice
4 Manage Task Define the Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Invoice
Invoice matching s ls es es INF/oracle/ap nancials.pay Toleranc
Tolerance tolerances to ps/financials/p ables.invoice e Set
s allow for ayables/invoic sSetup.invoic
variances esSetup/invoic eToleranceS
between eToleranceSet ets.invoiceTo
invoice, s/ui/flow/Invoic leranceSetsS
purchase order, eToleranceSet ervice.Invoic
and receipt sMainFlow.xm eToleranceS
information. l#InvoiceToler etsService
Define both anceSetsMain
percentage- Flow
based and
amount-based
tolerances.
Page 312 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Define holds to Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Approval
Invoice manually hold s ls es es INF/oracle/ap nancials.pay Code
Holds and or release ps/financials/p ables.invoice
Releases invoices. Define ayables/invoic sSetup.invoic
release names esSetup/invoic eHolds.invoic
used to remove eHolds/ui/flow/ eHoldsServic
the holds that InvoiceHolds e.InvoiceHold
are applied on MainFlow.xml sService
the invoices. #InvoiceHolds
MainFlow
4 Manage Task Define time Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Aging
Aging periods used by s ls es es INF/oracle/ap nancials.pay Period
Periods the invoice ps/financials/p ables.invoice Header,
aging report. ayables/invoic sSetup.aging Aging
esSetup/aging Periods.agin Period
Periods/ui/flow gPeriodServi Line
/AgingPeriods ce.AgingPeri
MainFlow.xml odService,
#AgingPeriods oracle.apps.fi
MainFlow nancials.pay
ables.invoice
sSetup.aging
Periods.agin
gPeriodServi
ce.AgingPeri
odService
Page 313 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Define setup to Payable Financia N Y
Payables List implement s ls
Tax and withholding.
Withholdin
g
4 Manage Task Define tax Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi 1099
Tax regions if you s ls es es INF/oracle/ap nancials.pay Tax
Regions are using 1099 ps/financials/p ables.invoice Region
Electronic ayables/invoic sSetup.incom
Media esSetup/inco eTaxes.inco
Combined meTaxes/ui/flo meTaxesSer
Filing Program w/ManageInco vice.IncomeT
reporting in the meTaxesFlow. axesService
United States. xml#ManageI
ncomeTaxesF
low
4 Manage Task Define reporting Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Reporting entities for U.S. s ls es es INF/oracle/ap nancials.pay s
Entities 1099 tax ps/financials/p ables.invoice Reportin
reporting. ayables/invoic sSetup.report g Entity,
esSetup/repor ingEntities.re Payable
tingEntities/ui/f portingEntity s
low/Reporting Service.Repo Reportin
EntitiesMainFl rtingEntitySer g Entity
ow.xml#Repor vice, Member
Page 314 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

tingEntitiesMai oracle.apps.fi
nFlow nancials.pay
ables.invoice
sSetup.report
ingEntities.re
portingEntity
Service.Repo
rtingEntitySer
vice
4 Manage Task Define the tax Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Busines
Tax names or tax s ls alCom al INF/oracle/ap nancials.tax.c s Unit
Codes codes for mon Comm ps/financials/t onfiguration.r GCO
withholding on ax/configuratio egime.regime Tax
taxes to specify n/regime/ui/flo Service.TaxR Subscrip
rates, effective w/ManageTax egimeService tion,
dates, and tax CodeFlow.xml , Busines
amount limits #ManageTax oracle.apps.fi s Unit
for the tax CodeFlow nancials.tax.c Regime
authority. onfiguration.r Subscrip
egime.regime tion
Service.TaxR Detail,
egimeService Busines
, s Unit
oracle.apps.fi Regime
nancials.tax.c Usage,
onfiguration.r Busines
Page 315 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egime.regime s Unit
Service.TaxR Tax
egimeService Regime
, Profile,
oracle.apps.fi Tax
nancials.tax.c Regime,
onfiguration.r Tax
egime.regime Regime
Service.TaxR Subscrip
egimeService tion
, Exclusio
oracle.apps.fi n,
onfiguration.r ion
egime.regime Default
Service.TaxR Tax
egimeService Account,
, Transact
oracle.apps.fi ion
nancials.tax.c Jurisdicti
onfiguration.r on
egime.regime Default
Service.TaxR Tax
egimeService Account,
, Transact
oracle.apps.fi ion Tax,
Page 316 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egime.regime Jurisdicti
Service.TaxS on,
ervice, Transact
oracle.apps.fi ion Tax
nancials.tax.c Threshol
onfiguration.r d
Service.TaxS e,
ervice, Transact
oracle.apps.fi ion Tax
nancials.tax.c Threshol
onfiguration.r d
Service.TaxS e
ervice, Control
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
ervice,
oracle.apps.fi
nancials.tax.c
onfiguration.r
Page 317 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

egime.regime
Service.TaxS
ervice,
oracle.apps.fi
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxS
ervice
4 Manage Task Define Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Withholdin withholding tax s ls alCom al INF/oracle/ap nancials.tax.c Rule,
g Tax classifications mon Comm ps/financials/t onfiguration.r Tax Rule
Classificat that include on ax/configuratio ule.ruleServic Conditio
ions multiple n/rule/ui/flow/ e.RuleServic n, Tax
withholding tax ManageTaxGr e, Rule
type tax codes. oupFlow.xml# oracle.apps.fi Conditio
ManageTaxGr nancials.tax.c n Set,
oupFlow onfiguration.r Tax Rule
e.RuleServic n Set
e, Templat
nancials.tax.c Rule
Page 318 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

e, e Detail,
e.RuleServic Result
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.r
ule.ruleServic
e.RuleServic
e
Page 319 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Define Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Withholdin withholding tax s ls alCom al INF/oracle/ap nancials.tax.c Exempti
g code rate mon Comm ps/financials/t onfiguration.p on
Certificate exceptions for a on ax/configuratio arty.partySer
s supplier site. n/party/ui/flow/ vice.TaxExe
Create a ManageTaxC mptionServic
certificate by odeExemption e
specifying a Flow.xml#Man
rate exception ageTaxCodeE
for all invoices xemptionFlow
of a supplier
site or a single
invoice.
3 Define Task Define Payable Financia N Y
Payment List payment- s ls
Options related defaults
and controls
used in
payment
processing.
4 Manage Task Define interest Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Interest rates used to s ls es es INF/oracle/ap nancials.pay s
Rates calculate and ps/financials/p ables.payme Interest
pay interest on ayables/paym ntsSetup.inte Rate
overdue entsSetup/inte restRates.int
invoices. restRates/ui/fl erestRatesSe
Page 320 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ow/InterestRat rvice.Interest
esFlowHome. RatesService
xml#InterestR
atesFlowHom
e
4 Manage Task Define the fees Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Bank charged by a s ls es es INF/oracle/ap nancials.pay s Bank
Charges customer's ps/financials/p ables.payme Charge,
bank, which is ayables/paym ntsSetup.ban Payable
the transferring entsSetup/ban kCharges.ba s Bank
bank, to kCharges/ui/fl nkChargeSer Charge
transfer money ow/BankChar vice.BankCh Member
to a supplier's gesMainFlow. argeService,
bank, which is xml#BankCha oracle.apps.fi
the receiving rgesMainFlow nancials.pay
bank. ables.payme
ntsSetup.ban
kCharges.ba
nkChargeSer
vice.BankCh
argeService
Page 321 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Configure the Paymen Financia Y Y
Disburse List ability to ts ls
ments disburse funds,
such as setting
up payment
methods with
validations and
payment
process
profiles.
3 Manage Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Disburse maintain lookup ts ls alCom al INF/oracle/ap nancials.com s
ment values for mon Comm ps/financials/c monModules. Generic
Lookups disbursement on ommonModul appsLookups Lookup
lookups. es/appsLooku .appsLookup
ps/ui/flow/Man Service.apps
okupTF.xml# e
ManageGener
icLookupTF
3 Manage Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Disburse validation and ts ls up tions nd.applcore.fl on
ment display Core ex.webservic Descripti
Flexfields properties of Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
Page 322 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

disbursement
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Disburse
Payment disbursement ts ls es es INF/oracle/ap nancials.pay ment
Methods payment ps/financials/p ments.funds Payment
methods and ayments/funds Disbursemen Method,
the validations Disbursement tSetup.paym Disburse
that are Setup/paymen entMethods.f ment
assigned to tMethods/ui/flo undsDisburs Payment
them. w/MainAreaFl ementPayme Method
ow.xml#MainA ntMethodSer Usage
reaFlow vice.FundsDi
sbursementP
aymentMetho
dService,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
Page 323 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

entMethods.f
undsDisburs
ementPayme
ntMethodSer
vice.FundsDi
sbursementP
aymentMetho
dService
3 Manage Task Define rules Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment that determine ts ls es es INF/oracle/ap nancials.pay Method
Method which payment ps/financials/p ments.funds Defaultin
Defaulting method will ayments/funds Disbursemen g Rule
Rules default onto an Disbursement tSetup.paym Usage,
invoice or other Setup/paymen entMethods.d Payment
document tMethods/ui/flo efaultingPay Method
payable. w/ManageDef mentRuleSer Defaultin
aultingRulesFl vice.Defaultin g Rules
ow.xml#Mana gPaymentRul
geDefaultingR eService,
ulesFlow oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entMethods.d
efaultingPay
Page 324 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

mentRuleSer
vice.Defaultin
gPaymentRul
eService
3 Manage Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment delivery ts ls es es INF/oracle/ap nancials.pay Code
Codes channel codes, ps/financials/p ments.funds
bank instruction ayments/funds Disbursemen
codes, and Disbursement tSetup.paym
payment reason Setup/paymen entCodes.pa
codes. Payment tCodes/ui/flow ymentCodeS
codes map to /PaymentCod ervice.Payme
values used by eMainAreaFlo ntCodeServic
your financial w.xml#Payme e
institution. ntCodeMainAr
eaFlow
3 Manage Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment process ts ls es es INF/oracle/ap nancials.pay Process
Process profiles, which ps/financials/p ments.funds Profile
Profiles are setup ayments/funds Disbursemen Usage,
entities that Disbursement tSetup.paym Payment
determine the Setup/paymen entProcessPr Process
payment tProcessProfil ofiles.payme Profiles
process that will es/ui/flow/Mai ntProcessPro
Page 325 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

be followed for nAreaFlow.xm fileService.P
each document l#MainAreaFlo aymentProce
payable. w ssProfileServ
ice,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entProcessPr
ofiles.payme
ntProcessPro
fileService.P
aymentProce
ssProfileServ
ice
3 Manage Task Manage options Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Internal
Disburse at the ts ls es es INF/oracle/ap nancials.pay Payer
ment enterprise and ps/financials/p ments.funds
System business unit ayments/funds Disbursemen
Options level that affect Disbursement tSetup.payer
the Setup/payers/ s.fundsDisbu
disbursement ui/flow/FDSyst rsementPaye
process. emOptionFlow rService.Fun
.xml#FDSyste dsDisbursem
mOptionFlow entPayerServ
Page 326 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ice
3 Grant Task Define payment Paymen Financia N Y

Payment function access, ts ls
Function which controls
Access the user's ability
to view or
process
documents
payable based
on payment
purpose.
2 Configure Task Configure Paymen Financia Y Y
Payment List options that are ts ls
System shared by
Connectivi disbursement
ty and funds
capture, such
as formats,
transmission
details, and
payment
Page 327 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

systems.
3 Manage Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Payment maintain lookup ts ls alCom al INF/oracle/ap nancials.com s
System values for mon Comm ps/financials/c monModules. Generic
Connectivi external on ommonModul appsLookups Lookup
ty connectivity. es/appsLooku .appsLookup
Lookups ps/ui/flow/Man Service.apps
okupTF.xml# e
ManageGener
icLookupTF
3 Manage Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Payment validation and ts ls up tions nd.applcore.fl on
System display Core ex.webservic Descripti
Connectivi properties of Setup e.Descriptive ve
ty descriptive FlexfieldWS Flexfield
Flexfields flexfields for
external
connectivity
flexfields.
Descriptive
Page 328 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

flexfields are
used to add
custom
attributes to
entities.
3 Manage Task Create new or Paymen Financia N Y
BI modify seeded ts ls
Publisher payment
Templates templates in BI
Publisher.
Payment
templates are
required by
Oracle Fusion
Payments to
correctly format
funds capture
and funds
disbursement
transactions.
3 Manage Task Define aliases Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Code Map that will be used ts ls es es INF/oracle/ap nancials.pay Format
Groups instead of ps/financials/p ments.shared Code
internal codes ayments/shar Setup.format Map
in files that are edSetup/form s.codeMapGr Field,
Page 329 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

sent to a third ats/ui/flow/Co oupService.C Payment
party. deMapGroup odeMapGrou Format
MainAreaFlow pService, Code
.xml#CodeMa oracle.apps.fi Map
pGroupMainAr nancials.pay Field
eaFlow ments.shared Value,
Setup.format Payment
s.codeMapGr Format
oupService.C Code
odeMapGrou Map
pService, Group
oracle.apps.fi
nancials.pay
ments.shared
Setup.format
s.codeMapGr
oupService.C
odeMapGrou
pService
3 Manage Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Formats formats, ts ls es es INF/oracle/ap nancials.pay Process
associate them ps/financials/p ments.shared Format,
with BI ayments/shar Setup.format Payment
Publisher edSetup/form s.formatServi Process
templates, and ats/ui/flow/For ce.FormatSer Validatio
assign matMainArea vice, n
Page 330 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

validations. Flow.xml#For oracle.apps.fi Assignm
matMainArea nancials.pay ent,
Flow ments.shared Payment
Setup.format Process
s.formatServi Validatio
ce.FormatSer n Value
vice,
oracle.apps.fi
nancials.pay
ments.shared
Setup.format
s.formatServi
ce.FormatSer
vice
3 Manage Task Add parameter Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Transmiss values to ts ls es es INF/oracle/ap nancials.pay System
ion transmission ps/financials/p ments.shared Transmi
Configurat protocols. ayments/shar Setup.transm ssion
ions edSetup/trans issions.trans Configur
missions/ui/flo missionServi ation,
w/Transmissio ce.Transmiss Payment
nMainAreaFlo ionService, System
w.xml#Transm oracle.apps.fi Transmi
issionMainAre nancials.pay ssion
aFlow ments.shared Paramet
Setup.transm er,
Page 331 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

issions.trans Payment
missionServi System
ce.Transmiss Transmi
ionService, ssion
oracle.apps.fi Protocol,
nancials.pay Payment
ments.shared System
Setup.transm Transmi
issions.trans ssion
missionServi Value
ce.Transmiss
ionService,
oracle.apps.fi
nancials.pay
ments.shared
Setup.transm
issions.trans
missionServi
ce.Transmiss
ionService
3 Manage Task Define external Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Payment organizations, ts ls es es INF/oracle/ap nancials.pay System,
Systems such as banks ps/financials/p ments.shared Payment
or payment ayments/shar Setup.payme System
processors that edSetup/paym ntSystems.pa Account
process funds entSystems/ui ymentSystem Name,
Page 332 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

capture and /flow/Payment Service.Pay Payment
disbursement SystemMainT mentSystem System
transactions. F.xml#Payme Service, Account
ntSystemMain oracle.apps.fi Value,
TF nancials.pay Payment
ments.shared System
Setup.payme Format,
ntSystems.pa Payment
ymentSystem System
Service.Pay Key,
mentSystem Payment
Service, System
oracle.apps.fi Scheme,
nancials.pay Payment
ments.shared System
Setup.payme Transmi
ntSystems.pa ssion
ymentSystem
Service.Pay
mentSystem
Service,
oracle.apps.fi
nancials.pay
ments.shared
Setup.payme
ntSystems.pa
Page 333 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ymentSystem
Service.Pay
mentSystem
Service,
oracle.apps.fi
nancials.pay
ments.shared
Setup.payme
ntSystems.pa
ymentSystem
Service.Pay
mentSystem
Service,
oracle.apps.fi
nancials.pay
ments.shared
Setup.payme
ntSystems.pa
ymentSystem
Service.Pay
mentSystem
Service,
oracle.apps.fi
nancials.pay
ments.shared
Setup.payme
Page 334 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ntSystems.pa
ymentSystem
Service.Pay
mentSystem
Service
3 Integrate Task Integrate with Paymen Financia N Y
External third party ts ls
Payment payment
Systems systems for
both funds
capture and
disbursement
transaction
processing.
3 View Task View details of Paymen Financia N Y Payabl Payabl /WEB- Payment
Validation payment ts ls es es INF/oracle/ap Validatio
s validation rules ps/financials/p n Rule
and the entities ayments/shar
to which they edSetup/valid
are assigned. ationSets/ui/fl
ow/Validation
SetViewFlow.
xml#Validation
SetViewFlow
Page 335 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Set encryption Paymen Financia Y Y
Payments List and masking ts ls
Security options for
payment data.
3 Manage Task Set encryption Paymen Financia N Y Payabl Payabl /WEB- Payment
System and decryption ts ls es es INF/oracle/ap Security
Security keys for ps/financials/p Configur
Options payment files ayments/shar ation
and payment edSetup/secur
instruments. ityOptions/ui/fl
Set masking ow/systemSec
display options urityOptionMai
for credit cards nAreaFlow.xm
and bank l#systemSecu
accounts. rityOptionMain
AreaFlow
2 Define Task Task List for Payable Financia Y Y
Subledger List configuring s ls
Accountin Sub-Ledger
g for Accounting
Invoicing Rules for
and Invoicing and
Payments Payments.
Page 336 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Configure Subledg Financia Y Y
g Rules set up ng
subledger
accounting
rules.
Sources apply the
accounting
rules and
generate
entries.
Page 337 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.subl er
ting.accounti on
ngMethodSet Setup,
up.eventsMo Subledg
delsService. er
, y Setup,
nancials.subl ion
edgerAccoun Entity
ting.accounti Type
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
Page 338 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Page 339 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 340 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

edgerAccoun er
ngMethodSet Assignm
up.eventsMo ent,
model.Events er
, ion
nancials.subl Setup
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
Page 341 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

model.Events
ModelService

source ScheduleReq
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 342 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
.xml#AcctAttri
butesFlow
Page 343 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
Page 344 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
eSetFlow.xml
#JournalEntry
RuleSetFlow
Page 345 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
edgerAccoun er
Page 346 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet Rule
up.mappingS Detail,
oracle.apps.fi n
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 347 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet Detail,
nRulesServic er
Service, Priority
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 348 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nRulesServic
e.model.Des
criptionRules
Service,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Des
criptionRules
Service
Page 349 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

attribute and vice
account.
ngMethodSet Value,
up.mappingS Subledg
Page 350 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

etsService.m er
SetsService, Set
edgerAccoun ent
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 351 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Formulas can
be used in
journal line
rules, account
rules,
description
rules,
supporting
references or
mapping sets.
Page 352 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nts accounting
method after
making any
updates on the
journal entry
rule set
components or
their
assignments on
the Accounting
Method page.
FinXlaDesktop
JournalEntryD
Page 353 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

IFlow.xml#Fin
XlaDesktopJo
urnalEntryDIFl
ow
ml#Accountin , er
edgerAccoun Subledg
ting.accounti er
ngMethodSet Ledger
delsService.
model.Events
ModelService
,
Page 354 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Page 355 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

gClassUsage ent
sService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngClassUsag
esService.mo
del.Accountin
gClassUsage
sService
entry types.
Page 356 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Options Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
e flexfields for
Subledger
Accounting.
Descriptive
Page 357 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
2 Define Task Configure Cash Financia Y Y
Cash List components for Manage ls
Managem cash ment
ent and management
Banking and banking
Configurat such as banks,
ion branches,
accounts, and
bank statement
reconciliation.
3 Define Task Configure the Cash Financia N Y
Common List profile options, Manage ls
Cash and lookups, ment
Treasury descriptive
Managem flexfields and
ent other common
ion Oracle Fusion
Cash
Page 358 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Management.
4 Manage Task Define Cash Financia N Y fndSet Applica oracle.apps.f Applicati

Cash validation and Manage ls up tions nd.applcore.fl on
Managem display ment Core ex.webservic Descripti
ent properties of Setup e.Descriptive ve
e flexfields for
Flexfields cash
management.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Task Define profile Cash Financia N Y fndSet Applica oracle.apps.f Applicati
Cash option settings Manage ls up tions nd.applcore.p on
Managem and values to ment Core rofiles.webse Profile
ent Profile control behavior Setup rvice.Profile Value
Options such as bank WS
account number
Page 359 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

masking.
4 Manage Task Review and Cash Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Cash maintain lookup Manage ls alCom al INF/oracle/ap nancials.com s
Managem values for cash ment mon Comm ps/financials/c monModules. Generic
ent management on ommonModul appsLookups Lookup
Lookups such as bank es/appsLooku .appsLookup
balance codes ps/ui/flow/Man Service.apps
and transaction ageGenericLo LookupServic
types. okupTF.xml# e
ManageGener
icLookupTF
3 Define Task Configure setup Cash Financia N Y
Bank List for bank Manage ls
Statement statement ment
Processin processing and
g and reconciling
Reconcilia bank
tion statements.
Page 360 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Maintain codes Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Bank used to identify Manage ls es es INF/oracle/ap nancials.cash Transact
Statement the type of ment ps/financials/c Management ion Code
Transactio transaction the ashManagem .bankStmtSet
n Codes bank statement ent/bankStmt up.transactio
line represents. Setup/ui/flow/ nCodeServic
TransactionCo e.BankTrans
desFlow.xml# actionCodes
TransactionCo Service
desFlow
4 Manage Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Parse rule sets to Manage ls es es INF/oracle/ap nancials.cash Stateme
Rule Sets parse data from ment ps/financials/c Management nt
one field to ashManagem .bankStmtSet Parsing
another during ent/bankStmt up.parsingRu Rule,
bank statement Setup/ui/flow/ leService.Par Bank
import. ParsingRules singRulesSer Stateme
Flow.xml#Par vice, nt
singRulesFlow oracle.apps.fi Parsing
nancials.cash Rule Set
Management
.bankStmtSet
up.parsingRu
leService.Par
singRulesSer
vice
Page 361 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Manage rules Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Bank for the creation Manage ls es es INF/oracle/ap nancials.cash Stateme
Statement and accounting ment ps/financials/c Management nt
Transactio of transactions ashManagem .cashTrxSetu Transact
n Creation from bank ent/cashTrxSe p.cashTrxSet ion
Rules statement lines. tup/ui/flow/Ca upService.Ba Creation
shTransaction nkStmtTrxCr Rule
SetupFlow.xm eationRuleSe
l#CashTransa rvice
ctionSetupFlo
w
4 Manage Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Cash
Cash mappings Manage ls es es INF/oracle/ap nancials.cash Transact
Transactio between ment ps/financials/c Management ion Type
n Type payment ashManagem .bankStmtSet
Mapping methods and ent/bankStmt up.transactio
transaction Setup/ui/flow/ nTypeMappin
types. TransactionTy gService.Tra
peMappingFlo nsactionType
w.xml#Transa MappingServ
ctionTypeMap ice
pingFlow
Page 362 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Bank tolerance rules Manage ls es es INF/oracle/ap nancials.cash Stateme
Statement such as date ment ps/financials/c Management nt
Reconcilia and amount, ashManagem .reconciliatio Reconcil
tion used to ent/reconciliati nSetup.recon iation
Tolerance reconcile bank onSetup/ui/flo ToleranceRul Toleranc
Rules statements. w/ToleranceR eService.Ban e
uleMainAreaFl kStatementR
ow.xml#Tolera econToleranc
nceRuleMainA eRuleService
reaFlow
Bank matching rules Manage ls es es INF/oracle/ap nancials.cash Stateme
Statement used to ment ps/financials/c Management nt
Reconcilia reconcile bank ashManagem .reconciliatio Automati
tion statement lines ent/reconciliati nSetup.recon c
Matching with application onSetup/ui/flo MatchingRul Reconcil
Rules transactions. w/ReconMatc eService.Ban iation
hingRuleMain kStatementR Matchin
AreaFlow.xml econMatchin g Rule
#ReconMatchi gRuleService
ngRuleMainAr
eaFlow
Page 363 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Bank bank statement Manage ls es es INF/oracle/ap nancials.cash Stateme
Statement reconciliation ment ps/financials/c Management nt
Reconcilia rule sets used ashManagem .reconciliatio Automati
tion Rule in automatic ent/reconciliati nSetup.recon c
Sets reconciliation. onSetup/ui/flo RuleSetServi Reconcil
w/ReconSetup ce.BankState iation
MainAreaFlow mentReconR Matchin
.xml#ReconSe uleSetServic g Rule
tupMainAreaFl e, Set,
ow oracle.apps.fi Bank
nancials.cash Stateme
Management nt
.reconciliatio Reconcil
nSetup.recon iation
RuleSetServi Rule Set
ce.BankState Item
mentReconR
uleSetServic
e
3 Set Task Create and edit Cash Financia Y Y
Up Banks, List banks, Manage ls
Branches, branches, and ment
and accounts used
Accounts throughout the
applications.
Page 364 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Banks banks. Manage ls es es INF/oracle/ap nancials.cash Address,
ment ps/financials/c Management Bank
ashManagem .bankRelatio Contact,
ent/bankRelati nships.bankS Bank
onships/ui/flo ervice.BankS Contact
w/ManageBan ervice, Address,
kMainAreaFlo oracle.apps.fi Bank
w.xml#Manag nancials.cash General
eBankMainAr Management Informati
eaFlow .bankRelatio on
nships.bankS
ervice.BankS
ervice,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.bankS
ervice.BankS
ervice,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.bankS
Page 365 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ervice.BankS
ervice
Bank bank branches. Manage ls es es INF/oracle/ap nancials.cash Branch,
Branches ment ps/financials/c Management Bank
ashManagem .bankRelatio Branch
ent/bankRelati nships.bankS Address,
onships/ui/flo ervice.BankB Bank
w/ManageBra ranchService Branch
nchMainAreaF , Contact,
low.xml#Mana oracle.apps.fi Bank
geBranchMain nancials.cash Branch
AreaFlow Management Contact
.bankRelatio Address,
nships.bankS Bank
ervice.BankB Branch
ranchService General
, Informati
oracle.apps.fi on
nancials.cash
Management
.bankRelatio
Page 366 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nships.bankS
ervice.BankB
ranchService
,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.bankS
ervice.BankB
ranchService
,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.bankS
ervice.BankB
ranchService
Bank bank accounts. Manage ls es es INF/oracle/ap nancials.cash Account,
Accounts ment ps/financials/c Management Bank
ashManagem .bankRelatio Account
ent/bankRelati nships.accou Address,
onships/ui/flo ntService.Ac Bank
w/BankAccou countService, Account
Page 367 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ntMainAreaFlo oracle.apps.fi Checkbo
w.xml#BankA nancials.cash ok, Bank
ccountMainAr Management Account
eaFlow .bankRelatio Contact,
nships.accou Bank
ntService.Ac Account
countService, Contact
oracle.apps.fi Address,
nancials.cash Bank
Management Account
.bankRelatio Grant,
nships.accou Bank
countService, Payment
oracle.apps.fi Docume
nancials.cash nt, Bank
Management Account
.bankRelatio Payment
nships.accou Docume
ntService.Ac nt
countService, Categor
oracle.apps.fi y, Bank
nancials.cash Account
Management Transact
.bankRelatio ion
nships.accou Creation
Page 368 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ntService.Ac Rule,
countService, Bank
oracle.apps.fi Account
nancials.cash Use,
Management Bank
.bankRelatio General
nships.accou Ledger
countService,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.accou
ntService.Ac
countService,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.accou
ntService.Ac
countService,
oracle.apps.fi
nancials.cash
Management
Page 369 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

.bankRelatio
nships.accou
ntService.Ac
countService,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.accou
ntService.Ac
countService,
oracle.apps.fi
nancials.cash
Management
.bankRelatio
nships.accou
ntService.Ac
countService
3 Define Task Configure setup Cash Financia N Y
Cash List for cash Manage ls
Positionin positioning and ment
g and forecasting to
Forecastin establish cash
g positioning and
forecasting
requirements.
Page 370 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Specify Task Configure Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Cash
Cash flexible time Manage ls es es INF/oracle/ap nancials.cash Positioni
Positionin spans for cash ment ps/financials/c Management ng and
g and positioning and ashManagem .cashPosition Forecast
Forecastin forecasting ent/cashPositi .setup.option ing
g Options reports by on/setup/optio s.OptionsSer Configur
leveraging GL ns/ui/flow/Opti vice.Options ation,
accounting onsFlow.xml# SetupService Cash
calendars OptionsFlow , Positioni
oracle.apps.fi ng and
nancials.cash Forecast
Management ing Time
.cashPosition Dimensi
.setup.option on
s.OptionsSer
vice.TimeDim
ensionsOptio
nsSetupServi
ce
4 Manage Task Maintain the Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Cash
Cash extensible cube Manage ls es es INF/oracle/ap nancials.cash Positioni
Positionin dimensions of ment ps/financials/c Management ng and
g and the Hyperion ashManagem .cashPosition Forecast
Forecastin cube used by ent/cashPositi .setup.cubeE ing
g cash positioning on/setup/cube xtensibility.cu Dimensi
Transactio and forecasting Extensibility/ui beExtensibilit on, Cash
Page 371 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

n /flow/CashPos ySetupServic Positioni
Grouping itionSetupUIM e.CubeExten ng and
ainAreaFlow.x sibilitySetupS Forecast
ml#CashPositi ervice, ing
onSetupUIMai oracle.apps.fi Dimensi
nAreaFlow nancials.cash on
Management Source
.cashPosition
.setup.cubeE
xtensibility.cu
beExtensibilit
ySetupServic
e.CubeExten
sibilitySetupS
ervice
4 Create Task Download Excel Cash Financia N Y Payabl Payabl oracle/apps/fin
Cash template to Manage ls es es ancials/cashM
Positionin generate cash ment anagement/ca
g Report positioning and shPosition/inq
forecasting uiry/ui/excel/C
reports using eCashPosition
Smart View. ReportGenera
tor.xlsm?javax
.portlet.faces.
DirectLink=tru
e
Page 372 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Configure Subledg Financia N Y
g Rules set up ng
subledger
accounting
rules.
Sources apply the
accounting
rules and
generate
entries.
Page 373 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.subl er
ting.accounti on
ngMethodSet Setup,
up.eventsMo Subledg
delsService. er
, y Setup,
nancials.subl ion
edgerAccoun Entity
ting.accounti Type
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
Page 374 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Page 375 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 376 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

edgerAccoun er
ngMethodSet Assignm
up.eventsMo ent,
model.Events er
, ion
nancials.subl Setup
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
Page 377 of 420

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Required
Product
Module
Family
Object
Level
Task List ADF Task

model.Events
ModelService

source ScheduleReq
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 378 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
.xml#AcctAttri
butesFlow
Page 379 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
Page 380 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
eSetFlow.xml
#JournalEntry
RuleSetFlow
Page 381 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
edgerAccoun er
Page 382 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet Rule
up.mappingS Detail,
oracle.apps.fi n
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 383 of 420

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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

ngMethodSet Detail,
nRulesServic er
Service, Priority
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 384 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nRulesServic
e.model.Des
criptionRules
Service,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Des
criptionRules
Service
Page 385 of 420

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Required
Product
Module
Family
Object
Level
Task List ADF Task

attribute and vice
account.
ngMethodSet Value,
up.mappingS Subledg
Page 386 of 420

Setup Task Lists

and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

etsService.m er
SetsService, Set
edgerAccoun ent
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 387 of 420

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and Tasks
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Required
Product
Module
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Object
Level
Task List ADF Task

Formulas can
be used in
journal line
rules, account
rules,
description
rules,
supporting
references or
mapping sets.
Page 388 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nts accounting
method after
making any
updates on the
journal entry
rule set
components or
their
assignments on
the Accounting
Method page.
FinXlaDesktop
JournalEntryD
Page 389 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

IFlow.xml#Fin
XlaDesktopJo
urnalEntryDIFl
ow
ml#Accountin , er
edgerAccoun Subledg
ting.accounti er
ngMethodSet Ledger
delsService.
model.Events
ModelService
,
Page 390 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
Page 391 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

gClassUsage ent
sService,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngClassUsag
esService.mo
del.Accountin
gClassUsage
sService
entry types.
Page 392 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Options Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
e flexfields for
Subledger
Accounting.
Descriptive
Page 393 of 420

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and Tasks
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
1 Define Task Define the Transac BI Y Y
Transactio List configuration for tional
nal Oracle Busines
Business Transactional s
Intelligenc Business Intellige
e Intelligence to nce
Configurat enable
ion business
intelligence
reporting with
the Oracle
Fusion
Applications.
2 Optimize Task Trim unused Transac BI Y Y
Transactio projects from tional
nal the Busines
Business Transactional s
Intelligenc Business Intellige
e Intelligence nce
Page 394 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Repositor repository file
y based on
configured
Oracle Fusion
offerings.
2 Manage Task Review data Transac BI Y Y
Transactio source tional
nal connections in Busines
Business the physical s
Intelligenc layer of the Intellige
e Transactional nce
Connectio Business
ns Intelligence
repository file.
2 Manage Task Review security Transac BI Y Y
Security for tional
for Transactional Busines
Transactio Business s
nal Intelligence Intellige
Business users. nce
Intelligenc
e
Page 395 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Review Transac BI Y Y
Oracle List functional tional
Fusion Oracle Fusion Busines
Data setups to be s
Extension used in Intellige
s for Transactional nce
Transactio Business
nal Intelligence.
Business
Intelligenc
e
3 Configure Task Define the Transac BI N Y oracle.apps.f Applicati
Key Transactional tional nd.applcore.fl on Key
Flexfields Business Busines ex.webservic Flexfield
for Intelligence key s e.KeyFlexfiel
Transactio flexfield Intellige dWS
nal segments and nce
Business validation for
Intelligenc use as
e classification
keys. These
key flexfields
must be defined
for the
Transactional
Business
Page 396 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Intelligence to
operate
correctly.
3 Configure Task Define Transac BI N Y oracle.apps.f Applicati

Descriptiv validation and tional nd.applcore.fl on
e display Busines ex.webservic Descripti
Flexfields properties of s e.Descriptive ve
for descriptive Intellige FlexfieldWS Flexfield
Transactio flexfields for nce
nal Transactional
Business Business
Intelligenc Intelligence.
e Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Import Task Import Essbase Transac BI Y Y
Essbase cubes into tional
Cubes Transactional Busines
into Business s
Transactio Intelligence Intellige
Page 397 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

nal repository. This nce
Business task is required
Intelligenc for Oracle
e Fusion General
Repositor Ledger.
y for
Financials
General
Ledger
2 Manage Task Manage user Transac BI Y Y
User currency tional
Currency preferences in Busines
Preferenc Transactional s
es in Business Intellige
Transactio Intelligence. nce
nal
Business
Intelligenc
e
1 Define Task Configure Purchas Procure N Y
Extension List specific ing ment
s for extensions for
Procurem customization
ent of Procurement.
Page 398 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Define Task Define what Applicati ATF N Y
Help List users can see on
Configurat and do in a Toolkit
ion local
deployment of
Oracle Fusion
Applications
Help.
3 Set Task Set options for Applicati ATF Y Y helpPo Help /WEB- oracle.apps.a Help
Help the help on rtal Portal INF/oracle/ap tk.helpPortal. Configur
Options features Toolkit ps/atk/helpPor helpPortalSer ation,
available at the tal/ui/flow/Atk vice.AtkHelp Help
site, which HelpPortalCon Configuration Topic
might include figureHelpPag Service,
collaboration, eFlow.xml#Atk oracle.apps.a
access to HelpPortalCon tk.helpPortal.
external web figureHelpPag helpPortalSer
sites, and eFlow vice.AtkHelp
settings for TopicService
custom help
content and an
Oracle User
Productivity Kit
library.
Page 399 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Assign Task Verify that the Applicati ATF N Y helpPo Help
Help Text duty that on rtal Portal
Administr enables users Toolkit
ation Duty to add and edit
help is assigned
to the
appropriate
roles, and
reassign if
necessary.
3 Manage Task Create or Applicati ATF N Y helpPo Help /WEB- oracle.apps.f Applicati
Help update security on rtal Portal INF/oracle/ap nd.applcore.d on Data
Security groups that you Toolkit ps/atk/helpPor ataSecurity.w Security
Groups can associate tal/ui/flow/Atk ebservice.Da Policy,
with help to DataSecurityT taSecurityWS Applicati
determine who askFlow.xml# , on
can access it. AtkDataSecuri oracle.apps.f Standar
Associate each tyTaskFlow nd.applcore.l d
group with a ookups.webs Lookup
duty role. This ervice.Looku
task creates pWS
lookup codes,
database
resource
conditions, and
data security
Page 400 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

policies, which
you can also
edit directly on
the relevant
pages.
2 Define Task Set up Oracle Applicati ATF N Y
Applicatio List Fusion on
n Toolkit Application Toolkit
Configurat Toolkit features,
ion which are
common across
Oracle Fusion
applications.
3 Map Task Select reports Applicati ATF N Y HomeP Home /WEB- oracle.apps.a Reports
Reports to to appear in the on age Page INF/oracle/ap tk.reportingP and
Work Reports and Toolkit ps/atk/reportin ane.setup.ser Analytics
Areas Analytics region gPane/publicU vice.AtkRepo Mapping
in Oracle i/flow/Workare rtingPaneSer
Fusion aReportMappi vice
Applications ngTaskFlow.x
work areas. ml#Workarea
ReportMappin
gTaskFlow
Page 401 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Set Task Specify the Applicati ATF N Y HomeP Home /WEB-
Watchlist Watchlist on age Page INF/oracle/ap
Options categories and Toolkit ps/atk/watchLi
items available st/publicUi/flo
at your site. w/AtkWatchlist
AdminPerson
alizeTF.xml#A
tkWatchlistAd
minPersonaliz
eTF
3 Manage Task Specify profile Applicati ATF N Y fndSet Applica /WEB- oracle.apps.f Applicati
Applicatio option settings on up tions INF/oracle/ap nd.applcore.p on
n Toolkit and values to Toolkit Core ps/fnd/applcor rofiles.webse Profile
Administr control the Setup e/profiles/ui/flo rvice.Profile Value
ator behavior of w/ManageAd WS
Profile some Oracle minProfileValu
Values Fusion esTF.xml#prof
Application ileValues_task
Toolkit features, -flow-definition
such as Oracle
Fusion
Applications
Help, and
address
mapping
options.
Page 402 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

2 Maintain Task Review and Oracle Commo N Y
Common List manage Middlew n
Reference objects, for are
Objects example Extensio
currencies and ns for
reference data Applicati
sets, that are ons
shared across
applications.
Perform setup
that applies to
Oracle Fusion
Applications as
a whole, for
example
Navigator menu
customization
and
maintenance of
common
messages that
can be used in
any application.
Page 403 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Review and edit Oracle Commo N Y
Applicatio List a hierarchical Middlew n
n organization of are
Taxonomy Oracle Fusion Extensio
application ns for
modules. Applicati
ons
4 Manage Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Taxonomy the hierarchy of Middlew n up tions INF/oracle/ap nd.applcore.t on
Hierarchy functional units are Core ps/fnd/applcor axonomy.we Taxono
that make up Extensio Setup e/taxonomy/ui/ bservice.Appl my
Oracle Fusion ns for taskflow/View TaxonomyW
Applications, Applicati DeliveryHierar S
from product ons chy.xml#View
families and DeliveryHierar
applications to chy
functional
components.
3 Define Task Specify how Oracle Commo N Y
Reference List reference data Middlew n
Data in the are
Sharing application Extensio
should be ns for
partitioned and Applicati
shared. ons
Page 404 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Reference manage sets for Middlew n up tions INF/oracle/ap nd.applcore.s on
Data Sets partitioning and are Core ps/fnd/applcor etid.webservi Referen
sharing Extensio Setup e/setid/public ce.SetIdWS ce Data
reference data ns for Ui/flow/Manag Set
across Applicati eSetIdSetsTF.
organizations. ons xml#ManageS
etIdSetsTF
4 Manage Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Set reference data Middlew n up tions INF/oracle/ap nd.applcore.s on
Assignme set are Core ps/fnd/applcor etid.webservi Referen
nts for Set assignments for Extensio Setup e/setid/public ce.SetIdWS ce Data
Determina determinant ns for Ui/flow/Manag Set
nt Type type of Set. Applicati eSetIdAssign Assignm
ons mentsTF.xml# ent
ManageSetId
AssignmentsT
F
4 Verify Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Data Role roles or verify Middlew n zation cyMgr.jspx
Generatio the data roles if are Policy
n already Extensio Manag
generated. ns for er
Applicati
ons
Page 405 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Provision Task Provision Y Y admin Oracle faces/pages/S
Users such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Manage Task Manage Financia Financia Y Y Financi Financi /WEB- Referen
Reference reference data ls ls alCom al INF/oracle/ap ce Data
Data Set set data access Commo mon Comm ps/financials/c Set User
Data for user n on ommonModul Data
Access for provisioned Module es/shared/dat Access
Users roles. aSecurity/ui/fl
ow/ManageDa
taAccessFlow.
xml#ManageD
ataAccessFlo
w
Page 406 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Define Task Review and Oracle Commo N Y
ISO List manage ISO Middlew n
Reference standard data, are
Data for example, Extensio
languages and ns for
territories, for Applicati
use across ons
applications.
Currencie ISO standard Middlew n up tions INF/oracle/ap nd.applcore.n on
s currencies. are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .CurrencyWS ce
ns for anageCurrenc Currenc
Applicati iesTF.xml#Ma y
ons nageCurrenci
esTF
ISO ISO standard Middlew n up tions INF/oracle/ap nd.applcore.n on
Language languages. are Core ps/fnd/applcor ls.webservice Referen
s Extensio Setup e/nls/ui/flow/M .IsoLanguage ce ISO
ns for anageIsoLang WS Languag
Applicati uagesTF.xml# e
ons ManageIsoLa
nguagesTF
Page 407 of 420

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Conditional
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Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Territories ISO standard Middlew n up tions INF/oracle/ap nd.applcore.n on
territories. are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .TerritoryWS ce
ns for anageTerritori Territory
Applicati esTF.xml#Ma
ons nageTerritorie
sTF
Language the installed Middlew n up tions INF/oracle/ap nd.applcore.n on
s languages. are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .LanguageW ce
ns for anageLangua S Languag
Applicati gesTF.xml#M e
ons anageLangua
gesTF
Industries ISO standard Middlew n up tions INF/oracle/ap nd.applcore.n on
industries. are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .IndustryWS ce
ns for anageIndustri Industry
Applicati esTF.xml#Ma
ons nageIndustrie
sTF
Page 408 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Natural natural, spoken Middlew n up tions INF/oracle/ap nd.applcore.n on
Language languages. are Core ps/fnd/applcor ls.webservice Referen
s Extensio Setup e/nls/ui/flow/M .NaturalLang ce
ns for anageNatural uageWS Natural
Applicati LanguagesTF. Languag
ons xml#ManageN e
aturalLanguag
esTF
Time time zones. Middlew n up tions INF/oracle/ap nd.applcore.n on
Zones are Core ps/fnd/applcor ls.webservice Referen
Extensio Setup e/nls/ui/flow/M .TimeZoneW ce Time
ns for anageTimezo S Zone
Applicati nesTF.xml#M
ons anageTimezo
nesTF
3 Manage Task Review, create, N Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Data or update zation cyMgr.jspx nd.applcore.d on Data
Security grants of Policy ataSecurity.w Security
Policies entitlement to a Manag ebservice.Da Policy
user or role on er taSecurityWS
an object or
attribute group
for a given
condition.
Page 409 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

3 Manage Task Manage Oracle Commo N Y fndSet Applica /WEB- Applicati
Menu customizations Middlew n up tions INF/oracle/ap on Menu
Customiz for the Oracle are Core ps/fnd/applcor Customi
ations Fusion Extensio Setup e/customizatio zation
Applications ns for n/admin/uiPub
Navigator menu Applicati lic/NavMenuc
that are safe for ons ustomTF.xml#
patches and NavMenucust
upgrades. omTF
3 Set Task Specify the Oracle Commo N Y fndSet Applica /WEB- Applicati
User general Middlew n up tions INF/oracle/ap on
General preferences are Core ps/fnd/applcor General
Preferenc settings for all Extensio Setup e/pref/ui/mainf Preferen
es users, for ns for low/AdminPref ces
example Applicati erencesFlow.x
language and ons ml#AdminPref
date format. erencesFlow
3 Manage Task Select the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Audit business object Middlew n up tions INF/oracle/ap nd.applcore.a on Audit
Policies attributes to are Core ps/fnd/applcor udit.AuditWS Policy
audit for Oracle Extensio Setup e/audit/comm
Fusion ns for on/ui/flow/Co
Applications, Applicati mmonAuditSe
and set audit ons tupTF.xml#Co
levels for other mmonAuditSe
Oracle tupTF
Page 410 of 420

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Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

products.
3 Manage Task Enable the Oracle Commo N Y fndSet Applica /WEB-

Oracle display of Middlew n up tions INF/oracle/ap
Social information in are Core ps/fnd/applcor
Network Oracle Social Extensio Setup e/socialnetwor
Objects Network about ns for k/ui/flow/Socia
changes to Applicati lNetworkTF.x
business ons ml#SocialNet
objects, and work
select which
attributes to
include for each
object.
3 Manage Task Review and Oracle Commo N Y
Applicatio List manage Middlew n
ns Core common are
Common objects, for Extensio
Reference example ns for
Objects profiles and Applicati
lookups, that ons
affect the
Page 411 of 420

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and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

functionality
and look of
Oracle
Middleware
Extensions for
Applications.
Applicatio messages that Middlew n up tions INF/oracle/ap nd.applcore. on
ns Core are used for are Core ps/fnd/applcor messages.w Messag
Messages Oracle Extensio Setup e/messages/ui ebservice.Me e
Middleware ns for /flow/Manage ssageWS
Extensions for Applicati MessagesTF.
Applications. ons xml#Manage
MessagesTF
Applicatio manage lookup Middlew n up tions INF/oracle/ap nd.applcore.l on
ns Core values for are Core ps/fnd/applcor ookups.webs Standar
Standard Oracle Extensio Setup e/lookups/publ ervice.Looku d
Lookups Middleware ns for icUi/flow/Mana pWS Lookup
Extensions for Applicati geStandardLo
Applications. ons okupsTF.xml#
ManageStand
ardLookupsTF
Page 412 of 420

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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Applicatio manage profile Middlew n up tions INF/oracle/ap nd.applcore.p on
ns Core options that are Core ps/fnd/applcor rofiles.webse Profile
Profile affect Oracle Extensio Setup e/profiles/ui/flo rvice.Profile Value
Options Middleware ns for w/ManageProf WS
Extensions for Applicati ilesTF.xml#pr
Applications ons ofiles_task-
behavior, and flow-definition
specify the
levels at which
they can be set.
4 Manage Task Specify profile Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Applicatio option settings Middlew n up tions INF/oracle/ap nd.applcore.p on
ns Core and values to are Core ps/fnd/applcor rofiles.webse Profile
Administr control Oracle Extensio Setup e/profiles/ui/flo rvice.Profile Value
ator Middleware ns for w/ManageAd WS
Profile Extensions for Applicati minProfileValu
Values Applications ons esTF.xml#prof
behavior. ileValues_task
-flow-definition
Applicatio manage Middlew n up tions INF/oracle/ap nd.applcore.p on
ns Core categories to are Core ps/fnd/applcor rofiles.webse Profile
Profile group profile Extensio Setup e/profiles/ui/flo rvice.Profile Categor
Categorie options that are ns for w/ManageProf WS y
s used in Oracle Applicati ileCategoriesT
Page 413 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Middleware ons F.xml#profileC
Extensions for ategories_task
Applications, -flow-definition
based on their
functional area.
Categories can
be used to
search for
related profiles
and to define
data security
rules.
Applicatio manage value Middlew n up tions INF/oracle/ap nd.applcore.fl on
ns Core sets for Oracle are Core ps/fnd/applcor ex.webservic Flexfield
Value Middleware Extensio Setup e/flex/vst/ui/pu e.ValueSetW Value
Sets Extensions for ns for blicFlow/Mana S Set
Applications. Applicati geValueSetsT
ons F.xml#Manag
eValueSetsTF
Applicatio descriptive Middlew n up tions INF/oracle/ap nd.applcore.fl on
ns Core flexfields that are Core ps/fnd/applcor ex.webservic Descripti
Descriptiv are used for Extensio Setup e/flex/dff/ui/pu e.Descriptive ve
e Oracle ns for blicFlow/Mana FlexfieldWS Flexfield
Flexfields Middleware Applicati geDescriptive
Page 414 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Extensions for ons FlexfieldsTF.x
Applications. ml#ManageDe
scriptiveFlexfi
eldsTF
Applicatio manage Middlew n up tions INF/oracle/ap nd.applcore.a on
ns Core attachment are Core ps/fnd/applcor ttachments.w Attachm
Attachme entities for Extensio Setup e/attachments ebservice.Att ent
nt Entities Oracle ns for /publicUi/flow/ achmentWS Entity
Middleware Applicati ManageAttach
Extensions for ons mentEntities.x
Applications. ml#ManageAtt
achmentEntiti
es
Applicatio manage Middlew n up tions INF/oracle/ap nd.applcore.a on
ns Core attachment are Core ps/fnd/applcor ttachments.w Attachm
Attachme categories for Extensio Setup e/attachments ebservice.Att ent
nt Oracle ns for /publicUi/flow/ achmentWS Categor
Categorie Middleware Applicati ManageAttach y
s Extensions for ons mentCategori
Applications. es.xml#Manag
eAttachmentC
ategories
Page 415 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Manage global Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Applicatio search Middlew n up tions INF/oracle/ap nd.applcore.s on
ns Core configurations are Core ps/fnd/applcor earch.webser Global
Global that determine Extensio Setup e/globalSearc vice.FusionS Search
Search how Global ns for h/uiPublic/Glo earchWS Configur
Configurat Search looks on Applicati balSearchMan ation
ions specific pages ons ageConfigurati
and which onsTF.xml#Gl
groups appear obalSearchMa
by default in the nageConfigur
search box ations
auto-suggest
4 Manage Task Register and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Applicatio edit suggestion Middlew n up tions INF/oracle/ap nd.applcore.s on
ns Core groups to are Core ps/fnd/applcor earch.webser Suggesti
Global appear in the Extensio Setup e/globalSearc vice.FusionS on
Search search box ns for h/uiPublic/Glo earchWS Group
Suggestio auto-suggest Applicati balSearchMan
n Groups ons ageGroupsTF.
xml#GlobalSe
archManageG
roups
Page 416 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

4 Manage Task Allows setup Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Applicatio and Middlew n up tions INF/oracle/ap nd.applcore.s on
ns Core maintenance of are Core ps/fnd/applcor earch.webser Global
Alternate alternate words Extensio Setup e/globalSearc vice.FusionS Search
Words for the global ns for h/uiPublic/Glo earchWS Configur
search. Applicati balSearchMan ation
ons ageAlternate
WordsTF.xml#
GlobalSearch
ManageAltern
ateWords
3 Migrate Task Select the Oracle Commo N Y fndSet Applica /WEB-
Enterprise enterprise roles Middlew n up tions INF/oracle/ap
Roles and to migrate from are Core ps/fnd/applcor
Assignme Oracle Fusion Extensio Setup e/roleSynchro
nts to Applications to ns for nization/Select
PaaS the PaaS Applicati edRolesTF.xm
Identity identity store. ons l#SelectedRol
esTF
3 Manage Task Synchronize Oracle Commo N Y fndSet Applica /WEB-
User PaaS user Middlew n up tions INF/oracle/ap
Identity identities, are Core ps/fnd/applcor
Synchroni review the Extensio Setup e/userSynchro
zation to results, and ns for nization/UserS
PaaS export the Applicati ynchronization
Identity details to Excel. ons ReportTF.xml
Page 417 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Store #UserSynchro
nizationReport
TF
2 Define Task Trading CRM N Y

WebLogic List Commu
Communi nity
cation Model
Services
Configurat
ion
3 Deploy Task Configure Trading CRM Y Y
WebLogic attributes Commu
Communi required to nity
cation deploy Third Model
Services Party Call
Control.
3 Integrate Task Integrate the Trading CRM Y Y
WebLogic communication Commu
Communi s service by nity
cation setting up Model
Services security and
with gateways to
Telephony route third party
Page 418 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Network call control
requests.
3 Register Task Specify the Trading CRM Y Y Setup Setup /WEB-

URL for address of the Commu INF/Deployed
the session nity ApplicationCre
telephony initiation Model ateEditFlow.x
gateway protocol ml#DeployedA
or soft telephony pplicationCrea
switch for gateway or soft teEditFlow
SIP switch serving
domain the users within
that domain.
3 Enable Task Enable Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Click to automated Commu up tions nd.applcore.p on
Dial dialing by nity Core rofiles.webse Profile
clicking a phone Model Setup rvice.Profile Value
number. WS
2 Define Task Set up custom Purchas Procure N Y
Custom List jobs using the ing ment
Enterprise Enterprise
Scheduler Scheduler
Jobs for Service
Page 419 of 420

Setup Task Lists

and Tasks
Procurement
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
Task List ADF Task

Procurem configuration for
ent Procurement.
3 Manage Task Manage custom Purchas Procure N Y procure Procur /WEB- oracle.apps.a Enterpris
Custom Oracle ing ment ment ement INF/oracle/ap tk.essMeta.s e
Enterprise Enterprise ps/atk/essMet etup.service. Schedul
Scheduler Scheduler jobs a/publicUi/flow AtkESSJobL er Job
Jobs for and their list of /AtkEssSrsMa OVSourceSe List of
Procurem values sources nagerFlow.xml rvice Values
ent and for Procurement #AtkEssSrsM Source
Related and related anagerFlow
Applicatio applications
ns such as
Purchasing,
Self Service
Procurement,
Sourcing, and
Supplier Model.
Page 420 of 420

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Functional Setup Report Date: 25/08/17 05:22 PM

Setup Task Lists

Task List ADF Task

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3 Create Task Create a data N Y hcmCo HCM /WEB-

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