Professional Documents
Culture Documents
Business Structure
- -- -- -- -SETUPUSER
- -- -- -- -- -- -- -- -Define SETUPUSER
- -- -- -- -- -- -- -- -Modify the prompt name in System Administrator responsibility.
- -- -- -- -- -- -- -- -Uncheck flags in the Descriptive Flexfield.
- -- -- -- -- -- -- -- -Create Custom Function for Descriptive Flexfield Setups
- -- -- -- -- -- -- -- -Create Custom Function for Key Flexfield Setups
- -- -- -- -- -- -- -- -Assign responsibilities to Setupuser
- -- -- -- -- -- -- -- -Setup the 'HR: User Type' profile option
- -- -- -- -Choose the Default Client and Server Timezone.
- -- -- -- -Accounting Key Flexfield (Accounting Code)
- -- -- -- -- -- -- -- -Define Accounting Key Flexfield Value Sets.
- -- -- -- -- -- -- -- -Configure your Accounting Key Flexfield Structures.
- -- -- -- -- -- -- -- -Define Accounting Key Flexfield Segments.
- -- -- -- -- -- -- -- -Assign Accounting Key Flexfield Segment Qualifiers.
- -- -- -- -- -- -- -- -- -- -- -- -Re-compile Accounting Key Flexfield Structure
- -- -- -- -- -- -- -- -Define Balancing Entity(s) (Company/Fund).
- -- -- -- -- -- -- -- -Define Natural Accounts (Chart of Natural Accounts).
- -- -- -- -- -- -- -- -Define Cost Centers (Department/Cost Center).
- -- -- -- -- -- -- -- -Define additional accounting segment values.
- -- -- -- -- -- -- -- -Assign Child segment value ranges to Parent segment values.
- -- -- -- -Currencies
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Desktop Integrator responsibility, assign Mandatory profile
- -- -- -- -- -- -- -- -- -- -- -- -Update the Accounting Method assigned to the Ledger with User defined Custom Subledger Accoun
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific General Ledger Super User responsibility, assign Mandato
- -- -- -- -- -- -- -- -- -- -- -- -Specify Ledger Options (Secondary Ledger).
- -- -- -- -- -- -- -- -- -- -- -- -Specify Ledger Accounting Options (Secondary Ledger).
- -- -- -- -- -- -- -- -- -- -- -- -Associate Secondary Ledger(s) to a Primary Ledger (*MANUAL*).
- -- -- -- -- -- -- -- -Ledger Sets
- -- -- -- -- -- -- -- -- -- -- -- -Define Ledger Set(s).
- -- -- -- -- -- -- -- -- -- -- -- -Add Ledgers/Sets to a Parent Ledger Set.
- -- -- -- -- -- -- -- -- -- -- -- -Assign a Data Access Set to General Ledger Responsibilities.
- -- -- -- -- -- -- -- -Set Profile options 'HR : Cross Business Group' to 'Yes' at Site level.
- -- -- -- -- -- -- -- -Define External Inventory Organizations.
- -- -- -- -- -- -- -- -Identify OPERATING UNIT Organization(s).
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Cash Management Superuser responsibility ,attach Mandatory pro
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Expense Reports responsibility ,attach Mandatory profile options.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Projects Implementation Superuser responsibility and assign Mand
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Internet Procurement Catalog Administration responsibility and ass
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Payables Manager responsibility and assign Mandatory profile opti
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Super User responsibility and assign Mandatory profile opt
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Purchasing Receiver responsibility and assign Mandatory profile op
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Receivables Manager responsibility ,attach Mandatory profile optio
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Internet Expenses Setup and Administration responsibility, assign
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Procure-to-Pay Administrator responsibility and assign Mandatory
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Receivable Role responsibility and assign Mandatory profile option
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables responsibility and assign Mandatory profile options.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables 2.0 Internal responsibility and assign Mandatory profi
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Sourcing Super User responsibility and assign Mandatory profile o
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Contracts Terms Library Administrator responsibility and assign Ma
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle HTML Quoting Sales Agent responsibility and assign Mand
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Territory Management responsibility and assign Mandatory profile
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Service responsibility and assign Mandatory profile options.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific TeleSales Manager responsibility and assign Mandatory profile opt
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iSupport System Administrator responsibility and assign Mandator
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle Marketing Super User responsibility, assign Mandatory prof
- -- -- -- -- -- -- -- -Special Calendars
- -- -- -- -- -- -- -- -- -- -- -- -Setup Payables Special Calendars for Recurring Invoices and Other Special Purposes.
- -- -- -- -- -- -- -- -- -- -- -- -Define Periods for your Special Calendar.
- -- -- -- -- -- -- -- -Expense Reports
- -- -- -- -- -- -- -- -- -- -- -- -Enumerate your Corporate Miscellaneous Expense Policy.
- -- -- -- -- -- -- -- -- -- -- -- -Enumerate your Corporate Mileage Expense Policy.
- -- -- -- -- -- -- -- -- -- -- -- -Define Expense Report Templates.
- -- -- -- -- -- -- -- -- -- -- -- -List Expense Items for your Expense Report Templates.
- -- -- -- -- -- -- -- -- -- -- -- -Assign a Default Expense Report Template for your Operating Unit.
- -- -- -- -- -- -- -- -- -- -- -- -Is Itemization applicable for the Expense items?
- -- -- -- -- -- -- -- -- -- -- -- -Specify Expense Item Attributes for Internet Expenses.
- -- -- -- -- -- -- -- -- -- -- -- -What are your Employee Expense Report Signing Limits?
- -- -- -- -- -- -- -- -- -- -- -- -What Responsibility will be used for Reviewing Expense Reports?
- -- -- -- -- -- -- -- -- -- -- -- -Submit Accounts Payable Workflow Background Processes.
- -- -- -- -- -- -- -- -Suppliers
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Suppliers?
- -- -- -- -- -- -- -- -- -- -- -- -Identify those Sites for your Domestic Suppliers located in the United States.
- -- -- -- -- -- -- -- -- -- -- -- -Identify Foreign Supplier Sites or Supplier Sites for Foreign Legal Entity(*MANUAL*).
- -- -- -- -- -- -- -- -- -- -- -- -Define Tax Authority Suppliers
- -- -- -- -- -- -- -- -- -- -- -- -Identify Sites for your Foreign Tax Authority Suppliers(*MANUAL*).
- -- -- -- -- -- -- -- -- -- -- -- -Identify Sites for your Domestic Tax Authority Suppliers located in the United States.
- -- -- -- -- -- -- -- -- -- -- -- -Enter the contact details for your supplier sites(*MANUAL*).
- -- -- -- -- -- -- -- -- -- -- -- -Who are your supplier users?
- -- -- -- -- -- -- -- -Payables Tax
- -- -- -- -- -- -- -- -- -- -- -- -Enter Withholding Tax Details.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Additional Tax rates (if any) to your Withholding Tax Code.
- -- -- -- -- -- -- -- -Invoice Aging
- -- -- -- -- -- -- -- -- -- -- -- -Define your Accounts Payable Aging Header.
- -- -- -- -- -- -- -- -- -- -- -- -Specify Accounts Payable Aging Periods.
- -- -- -- -- -- -- -- -Add Functions to the Menu: AP_SUPPLIERS_GUI12
- -- -- -- -- -- -- -- -Define the Payment Method Defaulting Rule for Employees & Payables Document
- -- -- -- -- -- -- -- -Payables Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Update your Payables Options with withholding tax group name.
- -- -- -- -- -- -- -- -- -- -- -- -Open your Accounts Payable accounting periods.
- -- -- -- -- -- -- -- -- -- -- -- -Define additional information for your Tax Authority Supplier Sites
- -- -- -- -- -- -- -- -- -- -- -- -Define the Disbursement System Option for Operating Unit
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to Update AP 'Expenses' Workflow ?
- -- -- -- -Receivables
- -- -- -- -- -- -- -- -Flexfields
- -- -- -- -- -- -- -- -- -- -- -- -Define Receivables Key Flexfield Value Sets.
- -- -- -- -- -- -- -- -- -- -- -- -Unfreeze the Receivables Transaction Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Unfreeze the Receivables Line Transaction Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Receivables Transaction Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze the Receivables Transaction Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Receivables Transaction Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Territory Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Territory Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Territory Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -List all Territory Flexfield Segment Values.
- -- -- -- -- -- -- -- -Trading Community Architecture
- -- -- -- -- -- -- -- -List your AR QuickCodes.
- -- -- -- -- -- -- -- -Rules
- -- -- -- -- -- -- -- -- -- -- -- -Configure your AR Invoice Line Ordering Rules.
- -- -- -- -- -- -- -- -- -- -- -- -What is the sequence of transaction attributes?
- -- -- -- -- -- -- -- -- -- -- -- -Define your AR Grouping Rules.
- -- -- -- -- -- -- -- -- -- -- -- -What are the transaction classes (if any) for this grouping rule?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Optional Grouping characteristics assigned to Transaction classes for a Grouping rule?
- -- -- -- -- -- -- -- -- -- -- -- -Define your AR AutoCash Rule Sets.
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to Assign Additional Auto Cash Rules to your Rule Set?
- -- -- -- -- -- -- -- -Configure AR System Options.
- -- -- -- -- -- -- -- -Document Sequences
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to define Document Sequences for AR?
- -- -- -- -- -- -- -- -- -- -- -- -Define your Accounts Receivable Document Categories.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Document Sequences to your Applications by Ledger (Mandatory if you have defined docume
- -- -- -- -- -- -- -- -Transaction Types, Sources and Approval Limits
- -- -- -- -- -- -- -- -- -- -- -- -Configure Credit Memo Transaction Types.
- -- -- -- -- -- -- -- -- -- -- -- -Configure Non Deposit Receivables Transaction Types.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Deposit Receivables Transaction Types
- -- -- -- -- -- -- -- -- -- -- -- -Identify your Receivables Manual Transaction Sources.
- -- -- -- -- -- -- -- -- -- -- -- -Identify your Receivables Imported Transaction Sources.
- -- -- -- -- -- -- -- -- -- -- -- -Configure Approval Limits for Receivables Transactions.
- -- -- -- -- -- -- -- -- -- -- -- -Update Receivables Transaction Types.
- -- -- -- -- -- -- -- -Update your AR System Options.
- -- -- -- -- -- -- -- -Define your Receivables Activities.
- -- -- -- -- -- -- -- -Define your Account Receivables Receipt Classes.
- -- -- -- -- -- -- -- -Identify Receipt Methods for Manual Receipt Classes.
- -- -- -- -- -- -- -- -Remove 'MO: Security Profile' option at Site level.(Before: bank details for receipt details)
- -- -- -- -- -- -- -- -Identify Bank Account Defaults for Manual Receipt Classes.
- -- -- -- -- -- -- -- -Identify Receipt Methods for Automatic Receipt Classes.
- -- -- -- -- -- -- -- -Identify Bank Account Defaults for Automatic Receipt Classes.
- -- -- -- -- -- -- -- -Set 'MO: Security Profile' option at Site level.(After: bank details for receipt details)
- -- -- -- -- -- -- -- -Identify your AR Receipt Sources.
- -- -- -- -- -- -- -- -Enter Remit-To Addresses where you Receive Customer Payments for US based Customers.
- -- -- -- -- -- -- -- -- -- -- -- -Run Concurrent Request - QP: Build Attribute Mapping Rules for Purchasing
- -- -- -- -- -- -- -- -- -- -- -- -Reset Source System Code to Oracle Pricing for SETUPUSER
- -- -- -- -- -- -- -- -- -- -- -- -Reset Pricing Transaction Entity for SETUPUSER
- -- -- -- -- -- -- -- -Purchasing Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Open Purchasing Accounting Periods
- -- -- -- -- -- -- -- -- -- -- -- -Update your Internal Requisition Purchasing document type
- -- -- -- -Landed Cost Management
- -- -- -- -- -- -- -- -Enable Inventory Organization for Landed Cost Management
- -- -- -- -- -- -- -- -Update Inventory Organization Receiving Parameters with LCM Accounts
- -- -- -- -- -- -- -- -Define Landed Cost Management Options
- -- -- -- -- -- -- -- -Define LCM Shipment Line Types
- -- -- -- -- -- -- -- -Define LCM Shipment Types
- -- -- -- -- -- -- -- -Associate LCM Shipment Line Types to LCM Shipment Type
- -- -- -- -- -- -- -- -Associate Party Types Allowed to LCM Shipment Type
- -- -- -- -- -- -- -- -Associate Party Types Usage to LCM Shipment Type
- -- -- -- -- -- -- -- -Associate Source Types Allowed to LCM Shipment Type
- -- -- -- -- -- -- -- -Setup Advanced Pricing Profile Options at Application Level for LCM
- -- -- -- -- -- -- -- -Set LCM UOM Classes profile variable at Site Level
- -- -- -- -- -- -- -- -Setup Landed Cost Management Profile Options at Responsibility Level for LCM and Purchasing
- -- -- -- -Internet Procurement
- -- -- -- -- -- -- -- -What are the line types to be used for non catalog requests?
- -- -- -- -- -- -- -- -What are your iProcurement catalogs?
- -- -- -- -- -- -- -- -Create stores to organize your catalogs
- -- -- -- -- -- -- -- -Assign catalogs to your stores
- -- -- -- -- -- -- -- -What are your iProcurement shopping categories?
- -- -- -- -- -- -- -- -Map shopping categories to categories in your central procurement system
- -- -- -- -- -- -- -- -What are the top-level categories that requesters can browse when looking for items?
- -- -- -- -- -- -- -- -Assign shopping categories to your top-level categories
- -- -- -- -Sourcing
- -- -- -- -- -- -- -- -Set up your Reusable Supplier Invitation Lists
- -- -- -- -- -- -- -- -Add additional suppliers to your Reusable Supplier Invitation List
- -- -- -- -- -- -- -- -Define reusable attribute lists that you can associate with your RFQ's
- -- -- -- -- -- -- -- -Add attributes to your attribute list
- -- -- -- -- -- -- -- -Enter acceptable response values for the attributes
- -- -- -- -- -- -- -- -Define your RFQ templates
- -- -- -- -- -- -- -- -Sourcing Post Setup Steps
- -- -- -- -iSupplier Portal
- -- -- -- -- -- -- -- -- -- -- -- -Associate your Cost Type, ledger, Periodic Rate Cost type to your Org Cost Group.
- -- -- -- -- -- -- -- -- -- -- -- -Periodic Average costing post intall setup
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Enable Iterative Periodic Average Costing
- -- -- -- -Bills of Material
- -- -- -- -- -- -- -- -Define Bill of Materials (BOM) Parameters for your Inventory Organizations.
- -- -- -- -- -- -- -- -What is your start day for the week and period?
- -- -- -- -- -- -- -- -What are the Classes under which you want to group your departments?
- -- -- -- -- -- -- -- -How do you want to group your Resources?
- -- -- -- -- -- -- -- -What are the different resources used for WIP?
- -- -- -- -- -- -- -- -What are the Overheads associated with your Resources?
- -- -- -- -- -- -- -- -What are the Additional Overheads associated with your Resources?
- -- -- -- -- -- -- -- -What are the Rates associated with your Resources?
- -- -- -- -- -- -- -- -Who are the Employees associated with your Resources?
- -- -- -- -- -- -- -- -What are the Departments in your Organization?
- -- -- -- -- -- -- -- -What are the various Resources associated with your Departments?
- -- -- -- -- -- -- -- -Do you want to define Additional Shifts for your Resources?
- -- -- -- -- -- -- -- -What are the Overhead rates associated with your Departments?
- -- -- -- -- -- -- -- -What are the Additional Overhead rates associated with your Departments?
- -- -- -- -- -- -- -- -What are the Routings for your Items?
- -- -- -- -- -- -- -- -What are the Operations for your Routings?
- -- -- -- -- -- -- -- -What are the Resources assigned to your Routings?
- -- -- -- -- -- -- -- -What are your alternate resources associated with this resource?
- -- -- -- -- -- -- -- -What are your Bills of Material?
- -- -- -- -- -- -- -- -What are the Components of the Bill of Material?
- -- -- -- -- -- -- -- -Unfreeze the DFF in Substitute Components.
- -- -- -- -- -- -- -- -Freeze the DFF in Substitute Components
- -- -- -- -- -- -- -- -What are the substitutes for components in Bills of Material?
- -- -- -- -- -- -- -- -Create common Bills of Material for Your Manufacturing Items.
- -- -- -- -- -- -- -- -Calculate the Manufacturing Lead Times of your in-house manufactured / assembled items.
- -- -- -- -- -- -- -- -- -- -- -- -What is the Modifier Value, List Price or Function to be used for your formula?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Non-freight based Pricing Modifiers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the criteria to apply Non-freight based Modifiers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Non-freight based Pricing Modifiers Lines?
- -- -- -- -- -- -- -- -- -- -- -- -Identify the Criteria to Apply Non-freight based Modifier Lines.
- -- -- -- -- -- -- -- -- -- -- -- -What are the Freight based Pricing Modifiers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the criteria to apply Freight based Modifiers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Freight based Pricing Modifiers Lines?
- -- -- -- -- -- -- -- -- -- -- -- -Identify the Criteria to Apply Freight based Modifier Lines.
- -- -- -- -- -- -- -- -Pricing Agreements
- -- -- -- -- -- -- -- -- -- -- -- -What are the Line level Pricing Agreements?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Items attached to Pricing Agreements?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Price Breaks for the Pricing Agreement lines?
- -- -- -- -- -- -- -- -Run Concurrent Request - QP: Build Attribute Mapping Rules
- -- -- -- -- -- -- -- -Run Concurrent Request - Pricing Report to Build Sourcing Rule.
- -- -- -- -- -- -- -- -What would you like your Source System Code to be set for a SETUPUSER?
- -- -- -- -- -- -- -- -What would you like your Source System Code to be set for a particular user?
- -- -- -- -- -- -- -- -What are the Quick Sales Order folders required for Order Management?
- -- -- -- -- -- -- -- -What are the Blanket Sales Agreement folders required for Order Management?
- -- -- -- -- -- -- -- -What are the Sales Order Reservation folders required for Order Management?
- -- -- -- -- -- -- -- -What are the Sales Order BSA folders required for Order Management?
- -- -- -- -- -- -- -- -Configure the request to enable Multi-currency conversion.
- -- -- -- -- -- -- -- -Do you want to run the ATP Data Collection?
- -- -- -- -- -- -- -- -Order Management Post Setup Steps
- -- -- -- -Shipping
- -- -- -- -- -- -- -- -Shipping Methods
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Freight Carriers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Carrier Services offered by Freight Carriers?
- -- -- -- -- -- -- -- -- -- -- -- -What are the freight carrier distribution accounts?
- -- -- -- -- -- -- -- -- -- -- -- -Which carriers are assigned to which organizations?
- -- -- -- -- -- -- -- -Run Import Shipping Locations Request
- -- -- -- -- -- -- -- -What is the Release Sequence Rule for Sales Orders?
- -- -- -- -- -- -- -- -How would you like to group Picking Lines on Pick Slips?
- -- -- -- -- -- -- -- -What are the Pick Release Rules for Sales Orders? (*MANUAL*)
- -- -- -- -- -- -- -- -What are the Shipping Document Sequences?
- -- -- -- -- -- -- -- -What are your Shipping Document Categories?
- -- -- -- -- -- -- -- -Which Document Sequences are to be used for Shipping?
- -- -- -- -- -- -- -- -What are the Shipping Document Sets for Order Management?
- -- -- -- -- -- -- -- -What are the Documents for Shipping Document Sets?
- -- -- -- -- -- -- -- -What is the ATP Shipping Calendar?
- -- -- -- -- -- -- -- -Which User is allowed to do Shipping?
- -- -- -- -- -- -- -- -What are the Ship Confirm Rules to be used?
- -- -- -- -- -- -- -- -What are the Shipping Parameters for your Organizations?
- -- -- -- -CRM Application Foundation
- -- -- -- -- -- -- -- -SETUPUSER Related Setups
- -- -- -- -- -- -- -- -- -- -- -- -Assign (JTF) user roles to your CRM users(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -Convert SETUPUSER into a resource(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -What roles are assigned to SETUPUSER?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -What are the Setup Resource Groups for your Sales/Service Organization?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -Who are the members of the Resource Group?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -What are valid Roles for this Setup Group?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -What are the usages of the Setup Resource Group?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -What roles do the Members play in the Group?(SETUPUSER).
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile option 'OKC: Public Group Creator' for SETUPUSER
- -- -- -- -- -- -- -- -Import your employees as CRM Resources.
- -- -- -- -- -- -- -- -What are your CRM Resource Role Types?
- -- -- -- -- -- -- -- -What are your CRM Resource Roles?
- -- -- -- -- -- -- -- -What roles are assigned to your Resources?
- -- -- -- -- -- -- -- -What are the Salesperson Number assigned to your Salespersons?
- -- -- -- -- -- -- -- -Resource Teams and Groups
- -- -- -- -- -- -- -- -- -- -- -- -What are the Resource Groups for your Sales/Service Organization?
- -- -- -- -- -- -- -- -- -- -- -- -Who are the members of the Resource Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are valid Roles for this Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are the usages of the Resource Group?
- -- -- -- -- -- -- -- -- -- -- -- -What roles do the Members play in the Group?
- -- -- -- -- -- -- -- -- -- -- -- -Build Resource Group Hierarchy
- -- -- -- -- -- -- -- -What are the Task Type Mappings for the tasks in your implementation?
- -- -- -- -- -- -- -- -What is the task template group for auto-task creation?
- -- -- -- -- -- -- -- -What are the service activities for tasks created automatically from Task Template?
- -- -- -- -- -- -- -- -Assign (JTF) user roles to your CRM users
- -- -- -- -- -- -- -- -What is the default Accounting Calendar for Sales?
- -- -- -- -- -- -- -- -What Unit of Measure Class do you want to choose as the Time Unit of Measure Class for Service and Contr
- -- -- -- -- -- -- -- -What Unit of Measure need to be used as the Month and Day Unit of Measure Classes for Service and Contr
- -- -- -- -- -- -- -- -Assign 'CSI_SHOW_ALL_LOCATIONS' Permission to CRM Roles.
- -- -- -- -- -- -- -- -Run concurrent request 'Load Geographic Hierarchies'.
- -- -- -- -- -- -- -- -Territories
- -- -- -- -- -- -- -- -- -- -- -- -Associate Territory Management Roles to your users.
- -- -- -- -- -- -- -- -What Contract Group would you like to define for Service Contracts?
- -- -- -- -- -- -- -- -Which user(s) can create Contract Groups accessible to everyone in the organization?
- -- -- -- -- -- -- -- -What global renewal defaults would you like to assign to your renewing Service Contracts?
- -- -- -- -- -- -- -- -What is the autonumbering method for your Service Contract?
- -- -- -- -- -- -- -- -What Oracle responsibilities can access your contract categories?
- -- -- -- -- -- -- -- -What are the Reasons for a Contract to be terminated?
- -- -- -- -- -- -- -- -What are your subscription template(s)?
- -- -- -- -- -- -- -- -What billing profiles do you want to define for your customers?
- -- -- -- -- -- -- -- -What are your Global Contract Defaults for Electronic Renewal?
- -- -- -- -- -- -- -- -What are the Service Counter groups that you want to use for your implementation?
- -- -- -- -- -- -- -- -What are the Service Counters do you want to set up for your implementation?
- -- -- -- -- -- -- -- -What Products and Services do you want to associate with the Counter Group?
- -- -- -- -- -- -- -- -AUTO_C2R:SD_RUN CONCURRENT REQUEST WORKFLOW BACKGROUND PROCESS CONTRACT AL
- -- -- -- -- -- -- -- -Set profile option 'QP: Accrual UOM Class'?
- -- -- -- -- -- -- -- -Add concurrent programs to facilitate auto-renewal
- -- -- -- -- -- -- -- -Disable territory assignment for contract assignment
- -- -- -- -- -- -- -- -What is the Document Sequence for numbering Contracts?
- -- -- -- -- -- -- -- -What is the Document Sequence for numbering Contract Clause?
- -- -- -- -- -- -- -- -Who in your Organization is responsible for monitoring Automatic Renewal of Contracts?
- -- -- -- -- -- -- -- -Who is your default approver for contracts and change requests?
- -- -- -- -- -- -- -- -What is the default time zone for Service Contract coverage?
- -- -- -- -- -- -- -- -Who in your Organization should be notified when an Online Store customer disagrees to Standard Terms an
- -- -- -- -- -- -- -- -Contract Approval Questions
- -- -- -- -- -- -- -- -- -- -- -- -Who is the default sales person for sales credits on a renewal contract?
- -- -- -- -- -- -- -- -- -- -- -- -Which is the default contract group for contracts created from quote?
- -- -- -- -- -- -- -- -Run Listener for Events Queue (Hidden)
- -- -- -- -- -- -- -- -Run Listener for Outcome Queue (Hidden)
- -- -- -- -- -- -- -- -Run Contracts Tasks Notification Request (Hidden)
- -- -- -- -- -- -- -- -Contracts Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What System Profile Options do you want to set up for Contract authoring / renewal?
- -- -- -- -- -- -- -- -- -- -- -- -Add members to the contract approval group (*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -What is your Contract Independent Condition that will be used while renewing Service Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -What are the expressions you would like to define for the Independent Conditions?
- -- -- -- -- -- -- -- -- -- -- -- -What Outcomes and Notification Details would you like to define for your Independent Condition?
- -- -- -- -- -- -- -- -- -- -- -- -What Parameters would you like to define for Independent Conditions?
- -- -- -- -- -- -- -- -- -- -- -- -What Contract clauses do you want to set up?
- -- -- -- -- -- -- -- -- -- -- -- -Approve Contract Clauses
- -- -- -- -- -- -- -- -- -- -- -- -What Contract Templates would you like to set up for your implementation?
- -- -- -- -- -- -- -- -- -- -- -- -Approve Contract Template
- -- -- -- -Depot Repair
- -- -- -- -Capacity Planning
- -- -- -- -- -- -- -- -Define your Simulation Sets.
- -- -- -- -Supply Chain Planning
- -- -- -- -- -- -- -- -What are the Supply Chain Planning parameters for your Inventory Organizations?
- -- -- -- -- -- -- -- -What are the instances, and corresponding links for each instance, for which the planning server should plan
- -- -- -- -- -- -- -- -For each instance, what are the organizations from which the information is collected for planning?
- -- -- -- -- -- -- -- -Do you want to meet your demand ahead of time (safety lead time)?
- -- -- -- -- -- -- -- -Do you want to consider effectivity date priority in item relationships for end item substitution?
- -- -- -- -- -- -- -- -Do you want to disable the additional inference of item substitution relationship by the planning engine?
- -- -- -- -- -- -- -- -Do you want the planning system to read profiles for DB?
- -- -- -- -- -- -- -- -Do you want to enable constrained mode options for defining your Plan?
- -- -- -- -- -- -- -- -Do you want to share Plan Partitions?
- -- -- -- -- -- -- -- -Check for and compile any invalid database objects (DBA task) - Standard Collection Request
- -- -- -- -- -- -- -- -Collect Data for Supply Chain Planning from an Oracle Apps transaction instance (*MANUAL*).
- -- -- -- -- -- -- -- -Verify whether the Standard Collection request has completed normally (* MANUAL *)
- -- -- -- -- -- -- -- -What are your Sourcing Rules?
- -- -- -- -- -- -- -- -Do you want to assign additional sites (if any) to the Sourcing Rules?
- -- -- -- -- -- -- -- -What are your Bills of Distribution?
- -- -- -- -- -- -- -- -Do you want to assign additional Receiving Organizations (if any) to your Bills of Distribution?
- -- -- -- -- -- -- -- -Do you want to assign additional Shipping Organizations (if any) to the Receiving Organizations in your Bills o
- -- -- -- -- -- -- -- -Do you want to publish supply commits based on the plan pegging information?
- -- -- -- -- -- -- -- -Schedule supply chain event manager
- -- -- -- -- -- -- -- -What are your Assignment Sets?
- -- -- -- -- -- -- -- -What are the Items and Sourcing Rules to be assigned to your Assignment Sets?
- -- -- -- -- -- -- -- -What are the Items and Bills of Distribution to be assigned to your Assignment Sets?
- -- -- -- -- -- -- -- -Please execute the 'Planning Data Collection - Purge Staging Tables' request and ensure its successful comp
- -- -- -- -- -- -- -- -Please execute the 'Purge Interface Tables' request and ensure its successful completion before proceeding
- -- -- -- -- -- -- -- -What is your Organization Security for Advanced Planning Suite (APS) related responsibilities?
- -- -- -- -- -- -- -- -What are your Planning Exception Sets?
- -- -- -- -- -- -- -- -What are the classes under which you want to group your demands?
- -- -- -- -- -- -- -- -What are the names of your Forecast Sets?
- -- -- -- -- -- -- -- -What are the Forecasts to be assigned to your Forecast Sets?
- -- -- -- -- -- -- -- -What are the Items to be assigned to the Forecasts?
- -- -- -- -- -- -- -- -What are the forecast entries for the Items assigned to the Forecasts?
- -- -- -- -- -- -- -- -What are the names and options of your Master Demand Schedules?
- -- -- -- -- -- -- -- -What is the name of your Advanced Supply Chain Plan?
- -- -- -- -- -- -- -- -Do you want to enable Decision Rules?
- -- -- -- -- -- -- -- -What are the Plan Options for the Advanced Supply Chain Plan?
- -- -- -- -- -- -- -- -Do you want to add any other Organization to the Advanced Supply Chain Plan options?
- -- -- -- -- -- -- -- -Add Partition creation requests to all MSC Report request groups
- -- -- -- -- -- -- -- -Create your APS Partitions for Supply Chain Planning
- -- -- -- -- -- -- -- -Define your Default Hour Unit of Measure for MSC.
- -- -- -- -- -- -- -- -What is your default Assignment set?
- -- -- -- -- -- -- -- -What is the default calendar to be used for Collaborative planning?
- -- -- -- -- -- -- -- -Define Flexfields for APS
- -- -- -- -- -- -- -- -Start the Planning Manager
- -- -- -- -- -- -- -- -Supply Chain Planning Post Setup Steps
- -- -- -- -- -- -- -- -How do you want the system to calculate CTP?
- -- -- -- -- -- -- -- -Specify items for restricting new planned orders.
- -- -- -- -- -- -- -- -Specify additional items for restricting new planned orders.
- -- -- -- -- -- -- -- -Enable Purchase order consumption in FIFO Sequence in a component substitution chain
- -- -- -- -Service Parts Planning
- -- -- -- -- -- -- -- -What are the Items Attributes to be updated with Service Parts Planning related information?
- -- -- -- -- -- -- -- -Do you want to enable Service Parts Planning?
- -- -- -- -- -- -- -- -Which organization contains your generic BOM for forecast explosion?
- -- -- -- -- -- -- -- -Define Sourcing Rules to plan your Service Parts.
- -- -- -- -- -- -- -- -Do you want to assign additional sites (if any) to the Sourcing Rules defined for your Service Parts?
- -- -- -- -- -- -- -- -Define the Assignment Sets required to plan your Service parts.
- -- -- -- -- -- -- -- -Assign Service part Items and Sourcing Rules to your service part specific Assignment Sets.
- -- -- -- -- -- -- -- -Define your Service Resource - Addresses and Subinventories.
- -- -- -- -- -- -- -- -Define your Service Resource - Addresses and Subinventories outside United States.(*Manual*)
- -- -- -- -- -- -- -- -Define additional Usable or Defective Subinventories to your Service Resource.
- -- -- -- -- -- -- -- -Define the Products having Service Parts failure.
- -- -- -- -- -- -- -- -Define rate of failure of (Additional) Service Parts in your products.
- -- -- -- -- -- -- -- -Define Forecast Rules for generating Service Parts forecast.
- -- -- -- -- -- -- -- -Define Item Simulation Set to set SPP Specific Item Attributes.
- -- -- -- -- -- -- -- -Update Simulation Set with additional items to set SPP Specific Item Attributes.
- -- -- -- -- -- -- -- -Add Items to your simulation set at zone level to set SPP specific Item Attributes.
- -- -- -- -- -- -- -- -Specify the number of processes launched in parallel for forecasting.
- -- -- -- -- -- -- -- -What is the name of your Service Part plan?(*MANUAL*)
- -- -- -- -- -- -- -- -What are the options for your Service Part plan?
- -- -- -- -- -- -- -- -Add additional organizations to your Service part plan.
- -- -- -- -- -- -- -- -Update Scope of your service part plan.
- -- -- -- -- -- -- -- -Define your Service Part item relationships.
- -- -- -- -- -- -- -- -Set a Criticality Category Set for Service Part planning
- -- -- -- -- -- -- -- -Do you want to enable rounding of fractional supplies created by your Service Part plan?
- -- -- -- -- -- -- -- -Do you want to consume highest revision Forecast?
- -- -- -- -- -- -- -- -Identify the defective subinventory in your Repair Supplier Organization's.
- -- -- -- -- -- -- -- -Identify the usable Subinventory in the Repair Supplier Organization's.
- -- -- -- -- -- -- -- -Enter the countries and their codes that you would like to associate with a Region
- -- -- -- -- -- -- -- -Enter States/provinces and their codes that you would want to associate with a region.
- -- -- -- -- -- -- -- -Define Zones.
- -- -- -- -- -- -- -- -Assign Country to Zone.
- -- -- -- -- -- -- -- -Assign States/Provinces to Zones.
- -- -- -- -- -- -- -- -Define Value Set to enable Zones.
- -- -- -- -- -- -- -- -Enable Descriptive Flexfield in Zones.
- -- -- -- -- -- -- -- -What is the conversion type to be used for uploading Shipment history?
- -- -- -- -- -- -- -- -What is the Item Master Organization to be used for Service Parts Planning?
- -- -- -- -- -- -- -- -Service Parts Planning Post Setup Steps
- -- -- -- -Project Foundation
- -- -- -- -- -- -- -- -Project Resource Calendars
- -- -- -- -- -- -- -- -- -- -- -- -What is your Project Resource Calendar Type?
- -- -- -- -- -- -- -- -- -- -- -- -Projects Profile Options (*Hidden*)
- -- -- -- -- -- -- -- -- -- -- -- -Define Project Resource Calendar
- -- -- -- -- -- -- -- -- -- -- -- -Define Shift for Project Resource Calendar
- -- -- -- -- -- -- -- -- -- -- -- -Assign week days information for the shift
- -- -- -- -- -- -- -- -- -- -- -- -Assign Shift to Project Resource Calendar
- -- -- -- -- -- -- -- -- -- -- -- -Generate Calendar Schedule for Project Resource Calendar
- -- -- -- -- -- -- -- -Select your Week Start Day, HR Job Group and Project Resource Calendar
- -- -- -- -- -- -- -- -Identify your Project owned Organizations
- -- -- -- -- -- -- -- -Remove MO: Default Operating Unit from Setupuser (Before Project Implementation options)
- -- -- -- -- -- -- -- -What are the Project Implementation options?
- -- -- -- -- -- -- -- -Assign default operating unit and resource calendar for the project expenditure organization
- -- -- -- -- -- -- -- -Select the operating unit in which you want to implement the Pay When Paid functionality
- -- -- -- -- -- -- -- -What are the utilization categories to be used for reporting purposes?
- -- -- -- -- -- -- -- -What are the types of work done on a project and/or task?
- -- -- -- -- -- -- -- -Freeze Projects Descriptive Flexfield
- -- -- -- -- -- -- -- -What are the Service Types used to Indicate the Type of Work to be performed for Project Tasks?
- -- -- -- -Project Costing
- -- -- -- -- -- -- -- -Expenditures
- -- -- -- -- -- -- -- -- -- -- -- -What are the Project Expenditure Categories?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Project Revenue Categories?
- -- -- -- -- -- -- -- -- -- -- -- -What are the unit of measures of your expenditure items?
- -- -- -- -- -- -- -- -- -- -- -- -Define your Non Labor Project Expenditure Types for Usage Categories
- -- -- -- -- -- -- -- -- -- -- -- -What are the Project Expenditure Types other than Usage Class without cost rate?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Project Expenditure Types other than usage class with cost rate?
- -- -- -- -- -- -- -- -- -- -- -- -What are the additional Expenditure Classes to the Expenditure Types?
- -- -- -- -- -- -- -- -- -- -- -- -Assign project expenditure type to expense items in expense report template
- -- -- -- -- -- -- -- -- -- -- -- -What are your Non-Labor Resources for Projects that do not have cost rates?
- -- -- -- -- -- -- -- -- -- -- -- -Select the Organization which owns the above Non-Labor Resources
- -- -- -- -- -- -- -- -- -- -- -- -What are your Non-Labor Resources for Projects which have cost rates?
- -- -- -- -- -- -- -- -- -- -- -- -Associate organizations to non-labor resources and fix cost rates
- -- -- -- -- -- -- -- -Costing Definitions
- -- -- -- -- -- -- -- -- -- -- -- -What are the Raw Costs Groupings (Costs Bases and Cost Base Types)?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Burden Cost Codes?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Burden Structures for the Organization?
- -- -- -- -- -- -- -- -- -- -- -- -Define Burden Structure Details
- -- -- -- -- -- -- -- -- -- -- -- -What are the Burden Schedules?
- -- -- -- -- -- -- -- -- -- -- -- -Define your Allocation rules which define how allocation transactions are to be generated
- -- -- -- -- -- -- -- -- -- -- -- -Specify an Inventory transaction type for issue of items to project / task
- -- -- -- -- -- -- -- -Rate Schedules
- -- -- -- -- -- -- -- -- -- -- -- -What are your Employee Rate Schedules?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Employee Cost and Bill Rates?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Job Rate Schedules?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Job Cost and Bill Rates?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Labor Costing Rules for Employees?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Labor Costing Overrides?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Non-Labor Rate Schedules ?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Non Labor Cost and Bill Rates?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Resource Class Rate Schedules ?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Resource Class Cost and Bill Rates?
- -- -- -- -- -- -- -- -AutoAccounting
- -- -- -- -- -- -- -- -- -- -- -- -What are the Auto Accounting Lookup Sets?
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Expenditure Organisation to Company AutoAccounting Lookup
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Expenditure Type to Account AutoAccounting Lookup Set
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Expenditure Type to Cost Center AutoAccounting Lookup Set
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Project Organisation to Company AutoAccounting Lookup Set
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Revenue Category to Account AutoAccounting Lookup Set
- -- -- -- -- -- -- -- -- -- -- -- -Define the Project Auto Accounting Rules when the source of Intermediate Value is Constant?
- -- -- -- -- -- -- -- -- -- -- -- -Define the Project Auto Accounting Rules when the source of Intermediate Value is Parameter?
- -- -- -- -- -- -- -- -- -- -- -- -Select the Function transactions that you want to enable in Projects AutoAccounting
- -- -- -- -- -- -- -- -- -- -- -- -Assign Autoaccounting Rule to the Segments for your enabled Function transactions
- -- -- -- -- -- -- -- -Cross Charge
- -- -- -- -- -- -- -- -- -- -- -- -Who are the supplier for cross charge Internal Billing
- -- -- -- -- -- -- -- -- -- -- -- -Specify the Implementation Options for Cross Charge and Internal Billing
- -- -- -- -- -- -- -- -- -- -- -- -What are your transfer price rules ?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Transfer Price Schedules ?
- -- -- -- -- -- -- -- -- -- -- -- -Enter the provider and/or receiver information for the transfer price schedules
- -- -- -- -- -- -- -- -- -- -- -- -Specify Provider and Receiver Controls information
- -- -- -- -Project Billing
- -- -- -- -- -- -- -- -Define Financial Plan Types
- -- -- -- -- -- -- -- -What are your Billing Extension details?
- -- -- -- -- -- -- -- -What are the Agreement Types used for Contracts with Customers?
- -- -- -- -- -- -- -- -What Event Types are used for Project Billing?
- -- -- -- -- -- -- -- -What are the Invoice Formats for Project Billing?
- -- -- -- -- -- -- -- -Define Project Billing Invoice Format Details
- -- -- -- -- -- -- -- -What are the Project Billing Cycles?
- -- -- -- -- -- -- -- -Update Receivable Transaction Source for Project Invoice
- -- -- -- -- -- -- -- -What is the unit of measure for Project Invoice in Receivables?
- -- -- -- -- -- -- -- -What are the Project Customer Relationships?
- -- -- -- -- -- -- -- -What are the Contact Types for Customers?
- -- -- -- -- -- -- -- -Organization Forecasting
- -- -- -- -- -- -- -- -- -- -- -- -Define an unassigned time tracking project type for forecasting and utilization calculations
- -- -- -- -- -- -- -- -- -- -- -- -Define a project template using unassigned project type
- -- -- -- -- -- -- -- -- -- -- -- -Create a project using unassigned project template
- -- -- -- -- -- -- -- -- -- -- -- -Set the Profile MO: Default Operating Unit as Blank for Setup User (Before: Specify forecasting imple
- -- -- -- -- -- -- -- -- -- -- -- -Specify forecasting implementation options for resource scheduling, utilization and organization forec
- -- -- -- -- -- -- -- -Project Staffing
- -- -- -- -- -- -- -- -- -- -- -- -Define various assignment status change reasons for candidates
- -- -- -- -Project Management
- -- -- -- -- -- -- -- -Attach Competency Profile to HR Foundation People menu
- -- -- -- -- -- -- -- -Attach Contingent Worker to HR Foundation People menu
- -- -- -- -- -- -- -- -Which are the Work Items against which you want to measure task progress?
- -- -- -- -- -- -- -- -Which are the sources for issue and changes?
- -- -- -- -- -- -- -- -How do you want to classify, categorize issues and changes related to projects?
- -- -- -- -- -- -- -- -Assign Class Codes in classifying issues and change documents
- -- -- -- -- -- -- -- -How do you want to classify and categorize your Projects?
- -- -- -- -- -- -- -- -Assign Class Code values to Project Class Categories
- -- -- -- -- -- -- -- -Define Control Item Types for Change Issues
- -- -- -- -- -- -- -- -Define Control Item Types for Change Requests and Order
- -- -- -- -- -- -- -- -What is the status of individual tasks in the project?
- -- -- -- -- -- -- -- -Define Project Task Types
- -- -- -- -- -- -- -- -Define Project Planning Resource List
- -- -- -- -- -- -- -- -Assign Resource Formats to Planning Resource List
- -- -- -- -- -- -- -- -What are your Project Lifecycle Phases?
- -- -- -- -- -- -- -- -Define Project Lifecycle
- -- -- -- -- -- -- -- -Assign Project Phases to Project Lifecycle
- -- -- -- -- -- -- -- -Define Project Resource Breakdown Structure
- -- -- -- -- -- -- -- -What methods are used for Project Budget Entry?
- -- -- -- -- -- -- -- -What are the Resource Lists to be used for Budgeting and Summarization of Budget and Actual Costs?
- -- -- -- -- -- -- -- -Define Resource List Details (Grouped by None)
- -- -- -- -- -- -- -- -Define Resource List Details (Grouped by Other than None)
- -- -- -- -- -- -- -- -Project Types
- -- -- -- -- -- -- -- -- -- -- -- -Define Indirect Project Types
- -- -- -- -- -- -- -- -- -- -- -- -Define Capital Project Types
- -- -- -- -- -- -- -- -- -- -- -- -Define Contract Project Types
- -- -- -- -- -- -- -- -BIS Profile Option for Project Management
- -- -- -- -- -- -- -- -- -- -- -- -Period Type to be used for Summarization Process
- -- -- -- -- -- -- -- -- -- -- -- -Accounting Calendar to be used for Summarization Process
- -- -- -- -- -- -- -- -- -- -- -- -Currency to be used for Summarization Process
- -- -- -- -- -- -- -- -- -- -- -- -Currency Conversion Rate Type to be used for Summarization Process
- -- -- -- -- -- -- -- -- -- -- -- -Global Start Day to be used for Summarization Process
- -- -- -- -Approvals Management
- -- -- -- -- -- -- -- -Who are the members of your Enterprise Asset Management Approver Groups
- -- -- -- -- -- -- -- -Setup Action Types for Enterprise Asset Management transactions
- -- -- -- -- -- -- -- -Setup Approval Rules for Enterprise Asset Management
- -- -- -- -Workflow Processes
- -- -- -- -- -- -- -- -Do you want Budget Approver to approve Financial Plan types?
- -- -- -- -- -- -- -- -Do you want overhead allocation to be approved and released by Project Managers?
- -- -- -- -- -- -- -- -Upload OA Configured 'Expenses' Workflow Item (Internet Expenses).
- -- -- -- -- -- -- -- -Upload OA Configured 'AR Credit Memo Approval Request' Workflow Item (Receivables).
- -- -- -- -- -- -- -- -Upload OA Configured 'PO Create Document' Workflow Item (Procurement).
- -- -- -- -- -- -- -- -Upload OA Configured 'Project Supplier Invoice Account Generation' Workflow Item (Projects).
- -- -- -- -Daily Business Intelligence
- -- -- -- -- -- -- -- -Assign DBI Responsibilities to Appropriate Application Users.
- -- -- -- -- -- -- -- -Define Line of Business Value Sets.
- -- -- -- -- -- -- -- -List your Lines of Business.
- -- -- -- -- -- -- -- -Define Child Ranges for LOB Parent Values.
- -- -- -- -- -- -- -- -Identify your Cost Center Organizations.
- -- -- -- -- -- -- -- -Auto_Load All Cost Center Managers.
- -- -- -- -- -- -- -- -Define Global Parameters for Daily Business Intelligence.
- -- -- -- -- -- -- -- -Select the Pages which you want to Implement in Daily Business Intelligence.
- -- -- -- -- -- -- -- -Do you want to Disable Any KPIs?
- -- -- -- -- -- -- -- -Do you want to Enable Line of Business Dimension for Daily Business Intelligence?
- -- -- -- -- -- -- -- -Do you want to Enable Financial Category Dimension for Financial Intelligence?
- -- -- -- -- -- -- -- -Setup Security Profile Options for Budget and Forecast.
- -- -- -- -- -- -- -- -Execute Request Set For DBI Item Dimension Setup.
- -- -- -- -- -- -- -- -Define Site Level profile options for DBI
- -- -- -- -- -- -- -- -Assign DBI related Security Profiles to the responsibilities.
- -- -- -- -- -- -- -- -Do you want to Define Initial Request Sets for your Daily Business Intelligence?
- -- -- -- -- -- -- -- -Define Incremental Request Sets for your Daily Business Intelligence
- -- -- -- -- -- -- -- -Assign Source Ledger to Business Intelligence Group
- -- -- -- -- -- -- -- -Define Commodities.
- -- -- -- -- -- -- -- -Assign Categories to Commodities.
- -- -- -- -- -- -- -- -Assign Person to Commodities.
- -- -- -- -- -- -- -- -Daily Business Intelligence Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Define Financial Category Values.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Financial Category Value Child Ranges.
- -- -- -- -- -- -- -- -- -- -- -- -Associate Master Value Sets with Reporting Dimensions
- -- -- -- -- -- -- -- -- -- -- -- -Associate Reporting Dimensions with Chart of Account Segments.