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Question

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
-Define Accounting value
Code ranges
Cross to Parent
Validation Rulesegment
Headers. values.
- -- -- -- -- -- -- -- -Define Accounting Code Cross Validation Rules.

-Currencies
- -- -- -- -- -- -- -- -Select Functional and Transaction Currencies.

- -- -- -- -- -- -- -- -Specify Currency
-Select Default Conversion
Currency Rates
Codes.

-- -- -- -- -What
- -- -- -- -Accounting is your Default Currency?
Calendars

-Define Accounting
- -- -- -- -- -- -- -- -Create Accounting Period Types.
Calendars.
- -- -- -- -- -- -- -- -Specify Accounting Periods.

-- -- -- -- -Define
- -- -- -- -Accounting your Transaction Calendars
Organizations

- -- -- -- -- -- -- -- -Choose the Default Country for your Implementation.


- -- -- -- -- -- -- -- -Enter the Countries for which Jurisdiction need to be defined (Important: Do not Delete this Question. Flowing
- -- -- -- -- -- -- -- -Configure your country specific profile options
- -- -- -- -- -- -- -- -Set the legal entity and party specific profile options.
-Define Domestic
- -- -- -- -- -- -- -- -Foreign AccountingAccounting Legal Entity(s).
Legal Entity(s)

- -- -- -- -- -- -- -- -- -- -- -- -Specify Legal Jurisdictions for Foreign Legal Entities.


- -- -- -- -- -- -- -- -- -- -- -- -Define Foreign Accounting Legal Entity(s) (*MANUAL*).
- -- -- -- -- -- -- -- -Configure Subledger Accounting (SLA_FA)
- -- -- -- -- -- -- -- -- -- -- -- -Define Custom Account Derivation Rules(ADR) for Fixed Assets
- -- -- -- -- -- -- -- -- -- -- -- -Specify Custom Account Derivation Rule Priorities for Fixed Assets ADR
- -- -- -- -- -- -- -- -- -- -- -- -Create Journal Line Definitions (JLD) for Fixed Assets
- -- -- -- -- -- -- -- -- -- -- -- -Assign Account Derivation Rules to Journal Line Types for Fixed Assets AAD
- -- -- -- -- -- -- -- -- -- -- -- -Define Application Accounting Definitions (AAD) for Fixed Assets
- -- -- -- -- -- -- -- -- -- -- -- -Assign Custom Journal Line Definition Names to Fixed assets Application Accounting Definitions
- -- -- -- -- -- -- -- -- -- -- -- -Create User Defined Subledger Accounting Method.
- -- -- -- -- -- -- -- -- -- -- -- -Update Custom Subledger Accounting Method with Fixed Assets Custom Application Accounting me
-- -- -- -- -Validate
- -- -- -- -- -- -- -- -Primary Ledgers the Custom Application Accounting Method for Assets

- -- -- -- -- -- -- -- -- -- -- -- -Define Primary Ledger(s).


- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Run Validate Application Accounting Definitions concurrent request
Fixed Assets
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific General Manager
Ledger responsibility,
Super User assign
responsibility, Mandatory
assign pr
Mandato

- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Desktop Integrator responsibility, assign Mandatory profile
- -- -- -- -- -- -- -- -- -- -- -- -Update the Accounting
-Assign Legal Entity(s) toMethod assigned
a Primary to the Ledger with User defined Custom Subledger Accoun
Ledger.

-Assign additional
- -- -- -- -- -- -- -- -- -- -- -- -Specify Legal Entity(s) to a Primary Ledger.
Ledger Options.

- -- -- -- -- -- -- -- -- -- -- -- -Associate Balancing Entity Values to Legal Entity(s).


- -- -- -- -- -- -- -- -- -- -- -- -Specify Reporting Currencies for your Primary Ledger. (Optional)
- -- -- -- -- -- -- -- -- -- -- -- -Enable Intra-Company Balancing.(Optional)
- -- -- -- -- -- -- -- -- -- -- -- -Define Intra-Company Balancing Rules.(Optional)
-Secondary
- -- -- -- -- -- -- -- -- Ledgers
-- -- -- -Define Secondary Ledger(s).

- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -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 theData
DataAccess Set
Access toto
Set General
Profile Ledger Responsibilities.
Option for Desktop Integrator Responsibility

- -- -- -- -- -- -- -- -Chart of Accounts Mapping


- -- -- -- -- -- -- -- -- -- -- -- -Define Chart of Accounts Mapping (*Manual*)
- -- -- -- -- -- -- -- -- -- -- -- -Define Segment Rules
- -- -- -- -- -- -- -- -- -- -- -- -Define Account Rules
- -- -- -- -Human Resource Key Flexfields
- -- -- -- -- -- -- -- -Define HRMS Key Flexfield Value Sets.
- -- -- -- -- -- -- -- -Configure your HR Grade Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze your HR Grade Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR Grade Key Flexfield Segments.
- -- -- -- -- -- -- -- -Configure your HR Job Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze your HR Job Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR Job Key Flexfield Segments.
- -- -- -- -- -- -- -- -Configure your HR Position Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze your HR Position Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR Position Key Flexfield Segments.
- -- -- -- -- -- -- -- -Configure your HR Competence Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR Competence Key Flexfield Segments.
- -- -- -- -- -- -- -- -Assign Competence Flexfield Segment Qualifiers.
- -- -- -- -- -- -- -- -Configure your HR Cost Allocation Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze your HR Cost Allocation Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR Cost Allocation Key Flexfield Segments.
- -- -- -- -- -- -- -- -Assign HR Cost Allocation Key Flexfield Segment Qualifiers.
- -- -- -- -- -- -- -- -Configure your HR People Group Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze your HR People Group Key Flexfield Structure.
- -- -- -- -- -- -- -- -Define HR People Group Key Flexfield Segments.
- -- -- -- -- -- -- -- -Set your Global Competence Flex Structure.
- -- -- -- -Locations and Organizations
- -- -- -- -- -- -- -- -Define Organization Type Lookup Codes.
- -- -- -- -- -- -- -- -Identify Domestic Business Locations.
- -- -- -- -- -- -- -- -Identify Foreign Business Locations. (*MANUAL*)
- -- -- -- -- -- -- -- -Configure HR BUSINESS GROUP(s).
- -- -- -- -- -- -- -- -- -- -- -- -Configure HR responsibility Information Security
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific HR Foundation responsibility, assign Mandatory profile options and
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Inventory responsibility, assign Mandatory profile options and attac
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Billing Super User responsibility, assign Mandatory profile o
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Super User responsibility, assign Mandatory profile options
- -- -- -- -- -- -- -- -- -- -- -- -Remove Title from Employee/Person Full Name
- -- -- -- -- -- -- -- -Clear 'HR: Security Profile' and 'HR:Business Group' profile option values at site level.(*MANUAL*)
-Assign Business
- -- -- -- -- -- -- -- -Define Location and Workday Information
Organizations (Operating to Business
Unit, Group(s).
Inventory, and Other).

- -- -- -- -- -- -- -- -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
ExpenseExpenses
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Internet Reports responsibility
responsibility,attach Mandatory
and assign profileprofile
Mandatory options.
optio
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Manager responsibility and assign Mandatory profile option
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Manufacturing Super User responsibility and assign Manda

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Projects Implementation


Internet Procurement Superuser and
responsibility responsibility and assign
assign Mandatory Mand
profile o

Internet
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Order ProcurementSuper
Management Catalog Administration
User responsibilityresponsibility and ass
,assign Mandatory pr

Payables Manager
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Procurement Cardsresponsibility
(Full Access)and assign Mandatory
responsibility profile
and assign opti
Mandat
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Billing Super User responsibility ,assign Mandatory profile o
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Project Costing Super User responsibility and assign Mandatory pr

Project Super
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Purchasing Userresponsibility
Buyer responsibilityand
andassign
assignMandatory
Mandatoryprofile
profileoptio
opti

Receiver responsibility
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Purchasing Requester responsibilityand
andassign
assignMandatory
Mandatoryprofile
profileop
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Purchasing Super User responsibility ,assign Mandatory profile opt
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Quoting Sales Manager responsibility and assign Mandatory profile

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Receivables Manager responsibility ,attach Mandatory profile optio
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Internet Expenses Setup and Administration responsibility, assign M
Procure-to-Pay
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Purchasing Administrator
responsibility and responsibility and assign
assign Mandatory profile Mandatory
options. p
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iProcurement Super User responsibility and assign Mandatory prof

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Receivable Role responsibility and assign Mandatory profile option
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables responsibility and assign Mandatory profile options.
2.0 Internal
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables Account responsibility
Management and assignand
responsibility Mandatory profi
assign Mand
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables Internal responsibility and assign Mandatory profile op
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iReceivables Registration Responsibility responsibility and assign M
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Sourcing Buyer responsibility and assign Mandatory profile options

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Sourcing Super User responsibility and assign Mandatory profile op
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Contracts Terms Library
CRM Administrator Administrator
responsibility responsibility
and assign Mandatoryandprofile
assignopti
Ma
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Sales User responsibility and assign Mandatory profile options.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Spares Management responsibility ,assign Mandatory profile option
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Self Service Time responsibility and assign Mandatory profile optio
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific TeleSales Agent responsibility and assign Mandatory profile option

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle HTML Quoting


IBE_CUSTOMER Sales Agent
responsibility andresponsibility and assign
assign Mandatory profileMand
optio
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Payments Setup Administrator responsibility and assign Mandatory
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Internet Expenses Reporting and Analysis responsibility and assign
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Approvals Management Business Analyst responsibility and assign
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Content Manager Super User responsibility and assign Mandatory

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Territory Management responsibility and assign Mandatory profile o
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Service responsibility and assign Mandatory profile options.
TeleSales Manager
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Knowledge responsibility
Administrator and assign
responsibility Mandatory
and assign profileprofi
Mandatory opt
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle Installed Base Admin responsibility and assign Mandatory p

- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific iSupport System Administrator responsibility and assign Mandator
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle Marketing Super User
Sales Administrator responsibility,
responsibility andassign Mandatory
assign Mandatoryprof
pr
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Sales Administrator responsibility and assign Mandatory profile opt
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Service Contracts Manager
responsibility and assign Mandatory profile options.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Marketing Administrator responsibility, assign Mandatory profile op
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle Trade Management User responsibility ,attach Mandatory p
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Contracts Workbench Administrator responsibility ,assign Mandato
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Landed Cost Management responsibility and assign Mandatory pro
- -- -- -- -- -- -- -- -- -- -- -- -Run the Replicate Seed Data for the specified operating unit and verify the concurrent request compl
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Oracle Trade Management Administrator responsibility ,attach Man
- -- -- -- -- -- -- -- -- -- -- -- -Define your Organization specific Supplier Ship and Debit responsibility ,attach Mandatory profile opt
- -- -- -- -- -- -- -- -- -- -- -- -Setup your Organization specific Customer Management Profiles for TeleSales Agent Responsibility
- -- -- -- -- -- -- -- -- -- -- -- -Setup your Organization specific Customer Management Profiles for TeleSales Manager Responsibi
- -- -- -- -- -- -- -- -- -- -- -- -Setup your Organization specific Customer Management Profiles for Service Responsibility
- -- -- -- -- -- -- -- -What is your Default Operating Unit?
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile MO: Default Operating Unit (with the user defined value)for Setup User (After definition
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile MO: Default Operating Unit (with the user defined value)for Setupuser (After definition
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile MO: Default Operating Unit (with the user defined value)for Setup User (After Creation
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile MO: Default Operating Unit (with the user defined value)for Setup User (After : Specify
-- -- -- -- -Set
- -- -- -- -- -- -- -- -Identify the profileOrganization(s).
INVENTORY MO: Default Operating Unit for Setup User (After : What are the Project Implementatio

- -- -- -- -- -- -- -- -Assign Additional Organization Classifications.


- -- -- -- -Execute Administrative Processes to Execute Request - 'Workflow Background Process'.
- -- -- -- -Execute Administrative Processes to Execute Request - 'Gather Schema Statistics'.
- -- -- -- -Check for and compile any invalid database objects (DBA task)
- -- -- -- -Drop the user-defined functions for KFF
- -- -- -- -Drop the user-defined Functions for DFF
- -- -- -- -Flow Scripts
- -- -- -- -- -- -- -- -List Business Flow for General Business
Business Functions
- -- -- -- -Human Resources
- -- -- -- -- -- -- -- -Define values for Application Utilities Lookup Tables.
- -- -- -- -- -- -- -- -Define HR System Profiles.
- -- -- -- -- -- -- -- -HR Organizations and Hierarchies
- -- -- -- -- -- -- -- -- -- -- -- -Which are the Organizations to be classified as HR Organizations?
- -- -- -- -- -- -- -- -- -- -- -- -Define your HR Organization Hierarchies.
- -- -- -- -- -- -- -- -- -- -- -- -Identify the Top Organization in Organization Hierarchy and Associate its Subordinates.
- -- -- -- -- -- -- -- -- -- -- -- -Associate all other Organizations in the Organization Hierarchy with Subordinates.
- -- -- -- -- -- -- -- -Jobs & Positions
- -- -- -- -- -- -- -- -- -- -- -- -Update default job group details for your business groups.
-Defineyour
- -- -- -- -- -- -- -- -- -- -- -- -Enter yourHR
HRPosition
Job value set set
value values
values

- -- -- -- -- -- -- -- -- -- -- -- -What are your HR Jobs?


- -- -- -- -- -- -- -- -- -- -- -- -Define HR Positions.
- -- -- -- -- -- -- -- -Employees
- -- -- -- -- -- -- -- -- -- -- -- -Enter employee of the name SETUPUSER.
- -- -- -- -- -- -- -- -- -- -- -- -Assign employee 'Setupuser' to user 'SETUPUSER'.
- -- -- -- -- -- -- -- -- -- -- -- -Enter Employees for your Organization.
- -- -- -- -- -- -- -- -- -- -- -- -Associate Employee with a Job, Supervisor and Location.
- -- -- -- -- -- -- -- -- -- -- -- -Add '(Remove Title from Person's Full Name request' to 'HR Foundation' responsibility.
- -- -- -- -- -- -- -- -Competencies
- -- -- -- -- -- -- -- -- -- -- -- -Define your HR Competency value set values
- -- -- -- -- -- -- -- -- -- -- -- -Create rating scales to rank job competencies.
- -- -- -- -- -- -- -- -- -- -- -- -Assign rating levels to rating scales.
- -- -- -- -- -- -- -- -- -- -- -- -Define Competencies
- -- -- -- -- -- -- -- -Human Resource Post Setup Steps
- -- -- -- -System Administrator
- -- -- -- -- -- -- -- -Synchronize WF LOCAL tables.
- -- -- -- -- -- -- -- -Users
- -- -- -- -- -- -- -- -- -- -- -- -List all OU Level Responsibilities.
- -- -- -- -- -- -- -- -- -- -- -- -Who are the Users to be given access to Oracle Applications?
- -- -- -- -- -- -- -- -- -- -- -- -List all Seeded Responsibilities.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Business Group Level Responsibilities to Users, if Applicable.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Primary Ledger Level Responsibilities to Users, if Applicable.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Operating Unit Level Responsibilities to Users, if Applicable.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Non-Org Specific Responsibilities to Users as Needed.
- -- -- -- -- -- -- -- -What
-DefineisGlobal
the contact email address
Organization SecurityforProfile
your company or website?
for Setupuser.

- -- -- -- -- -- -- -- -Assign the Default Operating Unit for your Responsibility.


- -- -- -- -- -- -- -- -Freeze Descriptive Flexfields
- -- -- -- -- -- -- -- -Freeze the sourcing flexfields
- -- -- -- -- -- -- -- -AUTO_SA: Run Concurrent Request - Workflow Background Process
- -- -- -- -- -- -- -- -Configure Concurrent Managers.
- -- -- -- -- -- -- -- -Identify your default Item Validation Organization.
- -- -- -- -- -- -- -- -Update Supplier User Details
- -- -- -- -- -- -- -- -Define Printer with style LANDWIDE240
- -- -- -- -- -- -- -- -Attach LANDWIDE240 printer to 'Purchase Price Variance Report' and 'Financial Statement Generator'
- -- -- -- -- -- -- -- -What is the directory location for OM Debug Message Log?
- -- -- -- -- -- -- -- -Assign 'OE: Set of Books' profile option.
- -- -- -- -- -- -- -- -How would you like to setup the Workflow Background Process for Expenses?
- -- -- -- -- -- -- -- -Change output format of 'Invoice on Hold Report' to PDF.
- -- -- -- -- -- -- -- -Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -Set profile options at responsibility level.
- -- -- -- -- -- -- -- -- -- -- -- -Define System Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -Configure Accounting to Financial Reports and Other Automated Profile Options.
- -- -- -- -- -- -- -- -- -- -- -- -Profile Options Common Across Flows
- -- -- -- -- -- -- -- -- -- -- -- -Automatic Cross-suite Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -Automatic Cross-suite Application Level Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -Automatic Cross-suite Site Level Enhancement Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -CRM Common.
- -- -- -- -- -- -- -- -- -- -- -- -CRM Common (Application Level)
- -- -- -- -- -- -- -- -- -- -- -- -CRM Common (Responsibility Level)
- -- -- -- -- -- -- -- -- -- -- -- -Run iStore Concurrent Program
- -- -- -- -- -- -- -- -- -- -- -- -Self-Service Financials Options.
- -- -- -- -- -- -- -- -- -- -- -- -Order to Cash
- -- -- -- -- -- -- -- -- -- -- -- -Call to Resolution
- -- -- -- -- -- -- -- -- -- -- -- -Service Contract to Renewal
- -- -- -- -- -- -- -- -- -- -- -- -Opportunity to Global Forecast
- -- -- -- -- -- -- -- -- -- -- -- -Call to Order
- -- -- -- -- -- -- -- -- -- -- -- -Set the profile option - OTS: Default Universal Search Tab
- -- -- -- -- -- -- -- -- -- -- -- -Demand to Build
- -- -- -- -- -- -- -- -- -- -- -- -Enable type-ahead search capability for LOV.
- -- -- -- -- -- -- -- -- -- -- -- -Enter Minimum number of characters for type ahead LOV
- -- -- -- -- -- -- -- -- -- -- -- -Enable ability to enter inline attachment.
- -- -- -- -- -- -- -- -- -- -- -- -Enable Slide-out Home and favorite components for easy navigation.
- -- -- -- -- -- -- -- -Check for and compile any invalid database objects (DBA task)
- -- -- -- -- -- -- -- -Assign 'Subledger Accounting Rules Detail Listing Report'to request group
- -- -- -- -- -- -- -- -Multi Org Access Control (MOAC)
-Define Organization
- -- -- -- -- -- -- -- -- -- -- -- -Assign SecurityUnits
additional Operating Profile.
to Security Profiles.

- -- -- -- -- -- -- -- -- -- -- -- -Set MO Security Profile option at Site level.


- -- -- -- -- -- -- -- -- -- -- -- -Assign
-ExecuteanSecurity
Organization Security Profile
List Maintenance to a Responsibility.
for Security Profiles.

- -- -- -- -- -- -- -- -System Administrator Post Setup Steps


- -- -- -- -- -- -- -- -- -- -- -- -Update your XML Templates
- -- -- -- -Advanced Benefits
- -- -- -- -iRecruitment
- -- -- -- -Time and Labor
- -- -- -- -- -- -- -- -Time and Labor Post Setup Steps
- -- -- -- -Inventory
- -- -- -- -- -- -- -- -Calendars and Workdays
- -- -- -- -- -- -- -- -- -- -- -- -Define your Workday Calendar.
- -- -- -- -- -- -- -- -- -- -- -- -Define exception templates for your workday calendar.
- -- -- -- -- -- -- -- -- -- -- -- -Indicate the exception dates for your workday calendar.
- -- -- -- -- -- -- -- -- -- -- -- -What is the Workday Pattern at your Warehouse/Plant?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Work Shifts applicable to the Work Day Calendar?
- -- -- -- -- -- -- -- -- -- -- -- -What Exceptions are applicable to your Work Day Calendar?
- -- -- -- -- -- -- -- -Flexfields
- -- -- -- -- -- -- -- -- -- -- -- -Remove Segments from Seeded Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Drop seeded segments and Freeze 'EAM_CATEGORIES' structure for 'Item Categories' key flexfield
- -- -- -- -- -- -- -- -- -- -- -- -Design Inventory Key Flexfield Value Sets.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Account Alias Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Account Alias Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Account Alias Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Sales Order Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Sales Order Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Sales Order Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Stock Locators Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Stock Locators Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Recompile your Stock Locators Key Flexfield Structure after PJM Organization Parameters S
- -- -- -- -- -- -- -- -- -- -- -- -Define Stock Locator Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your System Items Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your System Items Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Service Items Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Configure your Service Items Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define System Items Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Define Service Items Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Item Catalog Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Item Catalog Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Item Catalog Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Item Categories Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Item Categories Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Item Categories Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Define Inventory Key Flexfield Segment Values
- -- -- -- -- -- -- -- -- -- -- -- -Freeze Descriptive Flexfields for Inventory and WIP.
- -- -- -- -- -- -- -- -Organizations
- -- -- -- -- -- -- -- -- -- -- -- -Define Inventory Master Organization Information and Defaults.
- -- -- -- -- -- -- -- -- -- -- -- -Define Inventory Transaction Organization Information and Defaults.
- -- -- -- -- -- -- -- -- -- -- -- -Is your Organizations Project Cost Collect Enabled?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Cost Types? (Mandatory for Average Costing)
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Inventory Organization Receiving Parameters.
- -- -- -- -- -- -- -- -- -- -- -- -Update your Inventory Organization Costing Method, Costing Elements and ATP Rule Parameters
- -- -- -- -- -- -- -- -- -- -- -- -Link External Inventory Organizations to Customer/Supplier Sites. (*MANUAL*)
- -- -- -- -- -- -- -- -Units of Measure
- -- -- -- -- -- -- -- -- -- -- -- -What are your Units of Measure Classifications?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Standard Units of Measure?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Standard conversion for Units of Measure?
- -- -- -- -- -- -- -- -- -- -- -- -Define your Default Units of Measure - for BOM , Line Volume Qualifier, Line Weight Qualifier
- -- -- -- -- -- -- -- -- -- -- -- -Define your Default Units of Measure.
- -- -- -- -- -- -- -- -Categories and Category Sets
- -- -- -- -- -- -- -- -- -- -- -- -How will you categorize your Inventory Items?
- -- -- -- -- -- -- -- -- -- -- -- -Configure Item Category Sets for Inventory Functional Area.
- -- -- -- -- -- -- -- -- -- -- -- -Configure Item Category Sets for Enterprise Asset Management Functional Area.
- -- -- -- -- -- -- -- -- -- -- -- -Create PO Item Categories Category Set. (Optional)
- -- -- -- -- -- -- -- -- -- -- -- -Assign the Default Category Sets to PO Functional Area.
- -- -- -- -- -- -- -- -- -- -- -- -What are the Categories associated to the Category Sets?
- -- -- -- -- -- -- -- -Attribute Control
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Attribute Controls at Company Level (Master Org) or at Location Level (Inventory O
- -- -- -- -- -- -- -- -What are your Item Status Codes?
- -- -- -- -- -- -- -- -List your Item Type Quickcodes.
- -- -- -- -- -- -- -- -What are the different Material Statuses you have?
- -- -- -- -- -- -- -- -Item Templates
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Templates?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Main Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Inventory Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Bills Of Material Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Asset Management Group?
- -- -- -- -- -- -- -- -- -- -- -- -Enable Include Rollup Group in Costing Group Attribute?
Costing Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Purchasing Group?

- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Receiving Group?


- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Physical Attributes Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The General Planning Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The MPS/MRP Planning Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Lead Times Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Work In Process Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Order Management Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Invoicing Group?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Item Attributes In The Service Group?
- -- -- -- -- -- -- -- -What are the Shipping Networks between your Inventory Organizations?
- -- -- -- -- -- -- -- -Update the Shipping Networks with ship method and other Buy/Sell information
- -- -- -- -- -- -- -- -Configure Available To Promise (ATP) Rules.
- -- -- -- -- -- -- -- -Customer Organization Questions (VMI Related)
- -- -- -- -- -- -- -- -Items
- -- -- -- -- -- -- -- -- -- -- -- -What are your Items?
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Attaching Inventory category set to Items
- -- -- -- -- -- -- -- -- -- -- -- -What are your Kit Items?
- -- -- -- -- -- -- -- -- -- -- -- -Define your Item Relationships for Substitute Items.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Items to your Inventory Organizations.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Purchasable Items to PO Item Category.(Optional)(*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -In which Inventory Organizations do you want to enable your Kit Items in order to do transactions?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Service Related Attributes for your Items?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Item Attributes Specific to your Inventory Organizations?
- -- -- -- -- -- -- -- -- -- -- -- -Update Available to Promise Related Attributes specific to your Inventory Organizations?
- -- -- -- -- -- -- -- -Define your Subinventories
- -- -- -- -- -- -- -- -Define your Stock Locators.
- -- -- -- -- -- -- -- -What are the Items that need to be associated at Sub-Inventory level?
- -- -- -- -- -- -- -- -Who are the Planners in your Organization?
- -- -- -- -- -- -- -- -What are the Items Attributes to be updated with planning related information?
- -- -- -- -- -- -- -- -Buy/Sell Subcontracting
- -- -- -- -- -- -- -- -- -- -- -- -Enable Buy/Sell Subcontracting System Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -Update Manufacturing Partner Organization Parameters
- -- -- -- -- -- -- -- -- -- -- -- -What are the Items Attributes to be updated with Buy/Sell Subcontracting information?
- -- -- -- -- -- -- -- -Generate Serial numbers for items with Pre-defined serial control
- -- -- -- -- -- -- -- -ABC Classification
- -- -- -- -- -- -- -- -- -- -- -- -What are your ABC Compiles?
- -- -- -- -- -- -- -- -- -- -- -- -What are your ABC Classes?
- -- -- -- -- -- -- -- -- -- -- -- -What are your ABC Assignment Groups?
- -- -- -- -- -- -- -- -- -- -- -- -What are the ABC Classes to be assigned to your ABC Assignment Groups?
- -- -- -- -- -- -- -- -- -- -- -- -For which items do you want to update the ABC Classes in the ABC Assignment Group?
- -- -- -- -- -- -- -- -What are the names and parameters of your Physical Inventories?
- -- -- -- -- -- -- -- -What are your Account Aliases to be used in Material Transactions?
- -- -- -- -- -- -- -- -What are your Shortage Parameters and Who would you like to Receive the Inventory Shortage Notification M
- -- -- -- -- -- -- -- -What are the Products for Up-selling and Cross-selling to Opportunities?
- -- -- -- -- -- -- -- -Activate Interface Managers
- -- -- -- -- -- -- -- -What will be your Initial Inventory Accounting Period?
- -- -- -- -- -- -- -- -Which other Inventory Accounting Periods do you want to open?
- -- -- -- -- -- -- -- -Verify/Open Current Inventory Accounting Period.(*MANUAL*)
- -- -- -- -- -- -- -- -Inventory Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Which Locations are to be restricted to Inventory Organizations?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Intercompany Transaction Flows?
- -- -- -- -General Ledger
- -- -- -- -- -- -- -- -What Non-Monetary Units of Measure will you require for Statistical Journal Entries?
- -- -- -- -- -- -- -- -How will you Record Journal Reversals such as for Reversing of Accrual Entries?
- -- -- -- -- -- -- -- -Assign a reversal criteria to your Ledger
- -- -- -- -- -- -- -- -Execute the GL Optimizer Concurrent Program.
- -- -- -- -- -- -- -- -Define Summary Accounts
- -- -- -- -- -- -- -- -Create Report Manager Menu (Hidden)
- -- -- -- -- -- -- -- -Create the Report Manager Super User Responsibility(Hidden)
- -- -- -- -- -- -- -- -General Ledger Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Open your earliest and any subsequent GL Periods
- -- -- -- -E-Business Tax
- -- -- -- -- -- -- -- -Define State
- -- -- -- -- -- -- -- -Define County
- -- -- -- -- -- -- -- -Define City
- -- -- -- -- -- -- -- -Manage Validation for Geography Hierarchy
- -- -- -- -- -- -- -- -Manage Validation for Geography Hierarchy and Specify the Address Style.
- -- -- -- -- -- -- -- -Run Concurrent Request - 'Geography Name Referencing Program'.
- -- -- -- -- -- -- -- -Define Your Tax Regime
- -- -- -- -- -- -- -- -Attach the additional Legal Entities to the Tax Regimes.
- -- -- -- -- -- -- -- -Define Your Tax
- -- -- -- -- -- -- -- -Define Tax Statuses
- -- -- -- -- -- -- -- -Define Tax Jurisdiction
- -- -- -- -- -- -- -- -Define Tax Accounts at Jurisdiction Level.
- -- -- -- -- -- -- -- -Specify your Default Tax Jurisdiction
- -- -- -- -- -- -- -- -Define Tax Rates
- -- -- -- -- -- -- -- -Add Tax Accounts at Rate Level.
- -- -- -- -- -- -- -- -Define Tax Determining Factor set to create tax rules
- -- -- -- -- -- -- -- -Update Tax Determining Factor set to add tax rules.
- -- -- -- -- -- -- -- -Define Tax Condition Set (*MANUAL*)
- -- -- -- -- -- -- -- -Select the Event class for which the Tax is not applicable
- -- -- -- -- -- -- -- -Enter Default Values for Rule Type 'Determine Place of Supply'
- -- -- -- -- -- -- -- -Enter Default Values for Rule Type 'Determine Tax Applicability'
- -- -- -- -- -- -- -- -Enter Default Values for Rule Type 'Determine Tax Registration'
- -- -- -- -- -- -- -- -Enter Default Values for Rule Type 'Determine Taxable Basis'
-Enter Default
- -- -- -- -- -- -- -- -Associate Values Units
Operating for Rule Type
to the 'Calculate
Main Tax Amounts'
Establishment

- -- -- -- -- -- -- -- -Associate Inventory Organizations to the Main Establishment


- -- -- -- -- -- -- -- -Associate Ship-to Locations to the Main Establishment
- -- -- -- -- -- -- -- -Associate Bill-to
-Define Party TaxLocations
Profiles to the Main Establishment
- -- -- -- -- -- -- -- -Make Tax available for Transaction

- -- -- -- -- -- -- -- -Define Tax Rules to Determine Tax Rate


- -- -- -- -- -- -- -- -Tax Post Setup Steps
- -- -- -- -Payables
- -- -- -- -- -- -- -- -Define Accounts Payable Payment Terms.
- -- -- -- -- -- -- -- -Define Invoice Goods Tolerances.
- -- -- -- -- -- -- -- -Define Invoice Services Tolerances.
- -- -- -- -- -- -- -- -Configure Financial Defaults and Options for Accounts Payable.
-- -- -- --your
- -- -- -- -- -- -- -- -Define -Select AccrualSystem
Payables Accounts for your organizations.
Options

- -- -- -- -- -- -- -- -Configure Payables Options.


- -- -- -- -- -- -- -- -Identify your Payables Reporting Entities.
- -- -- -- -- -- -- -- -Define user defined Payables Invoice Holds - Release names.
-Banks
- -- -- -- -- -- -- -- -- -- -- -- -Create Role and Add Legal Entity

- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Associate Roles to SETUPUSER


- -- -- -- -- -- -- -- -- -- -- -- -Associate
-Define Banks Roles towhom
with your users
your Organization has a Relationship

- -- -- -- -- -- -- -- -- -- -- -- -Define Domestic Bank Branches


-DefineDefaults
- -- -- -- -- -- -- -- -- -- -- -- -Enter Foreign for
Bank
theBranches (*MANUAL*)
Bank Account
- -- -- -- -- -- -- -- -- -- -- -- -Specify Payment Document Details For Your Disbursement Accounts
- -- -- -- -- -- -- -- -- -- -- -- -Specify your Payment Process Profiles

- -- -- -- -- -- -- -- -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 payables
-Create want to Update AP 'Expenses'
open account balancesWorkflow ?
listing definitions.

- -- -- -- -- -- -- -- -- -- -- -- -Configure the Payables - Invoice Payments Descriptive Flexfield.


- -- -- -- -- -- -- -- -- -- -- -- -Update Your Payment Process Profile Task.
- -- -- -- -- -- -- -- -- -- -- -- -Update Your Payment Process Profile Task for Positive Pay.
- -- -- -- -Internet Expenses
- -- -- -- -- -- -- -- -Define your Audit Rule Set.
- -- -- -- -- -- -- -- -Assign Internet Expenses System Profile Options.
- -- -- -- -- -- -- -- -Define System Profile Options for Self-Service Financials.
- -- -- -- -- -- -- -- -Internet Expenses Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Select The Operating Unit for Assigning Audit Rules.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Defined Audit Rules to Operating Units.
- -- -- -- -- -- -- -- -- -- -- -- -Which Employees will serve as Expense Report Auditors?
- -- -- -- -Assets
- -- -- -- -- -- -- -- -Flexfields
- -- -- -- -- -- -- -- -- -- -- -- -Define Fixed Assets Key Flexfield Value Sets.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Asset Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Freeze your Asset Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Asset Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -List Asset Key Segment Values.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Asset Category Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Asset Category Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Asset Category Key Flexfield Segment Qualifiers.
- -- -- -- -- -- -- -- -- -- -- -- -List Independent Asset Category Segment Values.
- -- -- -- -- -- -- -- -- -- -- -- -List Dependent Asset Category Segment Values.
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Asset Location Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Define Asset Location Key Flexfield Segments.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Asset Location Key Flexfield Segment Qualifiers.
- -- -- -- -- -- -- -- -- -- -- -- -List all Asset Location Key Segment Values.
- -- -- -- -- -- -- -- -Configure Fixed Assets System Controls.
- -- -- -- -- -- -- -- -Calendars
- -- -- -- -- -- -- -- -- -- -- -- -Define Fiscal Years for Fixed Asset Accounting.
- -- -- -- -- -- -- -- -- -- -- -- -Specify Dates for your Fiscal Years(INTERNAL ONLY)
- -- -- -- -- -- -- -- -- -- -- -- -Create Additional Fiscal Years for Fixed Assets(*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -Configure Fixed Assets Depreciation Calendars
- -- -- -- -- -- -- -- -- -- -- -- -Define Periods for Fixed Asset Depreciation Calendars
- -- -- -- -- -- -- -- -- -- -- -- -Identify Prorate and Retirement Conventions.
- -- -- -- -- -- -- -- -- -- -- -- -Define Periods for Prorate and Retirement Conventions.
- -- -- -- -- -- -- -- -List all Physical Locations for All Fixed Assets.
- -- -- -- -- -- -- -- -List Standard Asset Descriptions and other FA Lookup Codes/Quickcodes.
- -- -- -- -- -- -- -- -List all Asset Key Codes for Assets, if Applicable.
- -- -- -- -- -- -- -- -Books
- -- -- -- -- -- -- -- -- -- -- -- -Define Fixed Assets Corporate (GAAP) Books.
- -- -- -- -- -- -- -- -- -- -- -- -Define Fixed Asset Tax Reporting Books
- -- -- -- -- -- -- -- -Asset Categories
- -- -- -- -- -- -- -- -- -- -- -- -Define Asset Categories for your Corporate (GAAP) Asset Books.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Additional Corporate (GAAP) Asset Books to the Asset Categories.
- -- -- -- -- -- -- -- -- -- -- -- -Define Asset Categories for your Asset Tax Books
- -- -- -- -- -- -- -- -Add Non-Recoverable Tax Lines for Asset Additions.
- -- -- -- -- -- -- -- -Define your Cash Generating Units
- -- -- -- -- -- -- -- -iAssets
- -- -- -- -- -- -- -- -- -- -- -- -Define Rules for transferring Assets through Self- Service.
- -- -- -- -- -- -- -- -- -- -- -- -Update Expense Account Segments of Asset Transfer Rule.
- -- -- -- -- -- -- -- -- -- -- -- -Set Asset Transfer Rule to IA: iAssets Rule Name profile option.
- -- -- -- -- -- -- -- -- -- -- -- -Freeze Descriptive Flexfield - IA Request Details and IA Request Headers.
- -- -- -- -- -- -- -- -Fixed Assets Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Specify Additional Category Default Depreciation Rules by Date in Service Range.
- -- -- -- -- -- -- -- -- -- -- -- -Specify Additional
-Verify/Assign Tax Category
Application Default Depreciation
and Application Rules by Date
Accounting Definition in Service Range
for Customized Subledger Accountin

- -- -- -- -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 are
- -- -- -- -- -- -- -- -What Remit-To Addresses
the Customer where you
addresses Receive
from which, Customer Payments
receipts are expectedforat US
thebased
aboveCustomers.
mentioned remit-to addres

- -- -- -- -- -- -- -- -Specify Receivables Accounting Rules.


- -- -- -- -- -- -- -- -Who are your Receivables Collectors?
- -- -- -- -- -- -- -- -Identify Customer Statement Printing Cycles.
- -- -- -- -- -- -- -- -Specify Intervals for Customer Statement Generation.
- -- -- -- -- -- -- -- -Payment Terms
- -- -- -- -- -- -- -- -- -- -- -- -Define Payment Terms for Payments due in a Fixed Number of Days.
- -- -- -- -- -- -- -- -- -- -- -- -Define Payment Terms for Payments due on a Specific Date
- -- -- -- -- -- -- -- -- -- -- -- -Define Payment Terms for Payments due on a Fixed Day of the Month
-List Anyyour
- -- -- -- -- -- -- -- -- -- -- -- -Define Discounts Applicable
Balance to your
forward billing Payment Terms.
cycle

- -- -- -- -- -- -- -- -Identify your Receivables Sales Territories.


- -- -- -- -- -- -- -- -Customers
- -- -- -- -- -- -- -- -- -- -- -- -Determine how you will Group Customers via Customer Profile Classes.
- -- -- -- -- -- -- -- -- -- -- -- -Update seeded profile class.
- -- -- -- -- -- -- -- -- -- -- -- -Assign Credit Analyst to your Customer Profile Classes.
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Domestic Business Customers located within the United States?
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Foreign Business Customers Associated with Domestic Legal Entity?
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Foreign Business Customers associated with Foreign Legal Entity? (*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -Define additional sites for your Domestic Business Customers located within the United States.
- -- -- -- -- -- -- -- -- -- -- -- -Define Sites for your Foreign Business Customers Associated with Domestic Legal Entity
- -- -- -- -- -- -- -- -- -- -- -- -Define Sites for your Business Customers associated with the Foreign Legal Entity. (*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -Who are your Domestic Individual Customers (Persons)?
- -- -- -- -- -- -- -- -- -- -- -- -Define Additional Sites for your Domestic Individual customers.
- -- -- -- -- -- -- -- -- -- -- -- -Identify Customer Relationships.
- -- -- -- -- -- -- -- -Define your Receivables Accounting Rules for Fixed Duration
- -- -- -- -- -- -- -- -Define Receivables Aging Buckets Headers.
- -- -- -- -- -- -- -- -List Receivables Aging Bucket Periods.
- -- -- -- -- -- -- -- -Define Receivables Standard Memo Lines
- -- -- -- -- -- -- -- -Add 'Generate Stylesheet for BPA Templates' request to Receivables Request Group
- -- -- -- -- -- -- -- -Identify your Default Source for Receipts.
- -- -- -- -- -- -- -- -Late Charges
- -- -- -- -- -- -- -- -- -- -- -- -Define your Interest Charge Schedules.
- -- -- -- -- -- -- -- -- -- -- -- -Define your Interest Charge Schedule Lines.
- -- -- -- -- -- -- -- -Bankruptcy
- -- -- -- -- -- -- -- -- -- -- -- -Set the Profile Options for Bankruptcy.
- -- -- -- -- -- -- -- -Receivables Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Open relevant Receivables Accounting Periods.
- -- -- -- -- -- -- -- -- -- -- -- -What is your Default Source for Transactions?
- -- -- -- -- -- -- -- -- -- -- -- -Configure Receivables AutoAccounting Rules.
- -- -- -- -- -- -- -- -- -- -- -- -Update Your Bank accounts for AP/AR Netting
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to Configure Credit Limits for your Customers?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to Modify Workflow Item Attribute for 'AR Credit Memo Request' workflow?
- -- -- -- -Credit Management
- -- -- -- -- -- -- -- -SA: System Profile Values
- -- -- -- -- -- -- -- -Define Credit Usage Rules
- -- -- -- -- -- -- -- -Assign Credit Usage Rules (Profile Class Level)
- -- -- -- -- -- -- -- -Configure Credit Management System Options
- -- -- -- -- -- -- -- -Define Scoring Models
- -- -- -- -- -- -- -- -Associate Data Point Names and Define Data Point Ranges & Scores for Scoring Models.(*MANUAL*)
- -- -- -- -- -- -- -- -Create Automation Rule Details.
- -- -- -- -- -- -- -- -Create Additional Automation Rule Details.
- -- -- -- -- -- -- -- -Add Recommendations to Automation Rules
- -- -- -- -- -- -- -- -Submit Automation Rules
- -- -- -- -- -- -- -- -Define Checklist
- -- -- -- -- -- -- -- -Select Credit Data Points for the Checklist Created
- -- -- -- -- -- -- -- -Select Reference Data Points for the Checklist Created
- -- -- -- -- -- -- -- -Select Invoices and Payments Data Points for the Checklist Created
- -- -- -- -- -- -- -- -Select Aging Data Points for the Checklist Created
- -- -- -- -- -- -- -- -Select DNB Data Points for the Checklist Created
- -- -- -- -- -- -- -- -Define Additional Items for the Checklist Created
- -- -- -- -- -- -- -- -Review Checklist.(*MANUAL*)
- -- -- -- -- -- -- -- -Run Concurrent Request (Credit Management)
- -- -- -- -Advanced Collections
- -- -- -- -- -- -- -- -Set Dunning Collection Method.
- -- -- -- -- -- -- -- -Create Customer Scoring Engine.
- -- -- -- -- -- -- -- -Create Dunning Plans
- -- -- -- -- -- -- -- -Update Dunning Plans.
- -- -- -- -- -- -- -- -Set Strategy Collection Method.
- -- -- -- -- -- -- -- -Define your Manual Work Item Templates
- -- -- -- -- -- -- -- -Define your Automatic Work Item Templates and associate it with a Correspondence Template
- -- -- -- -- -- -- -- -Define your Collections Strategies Template.
- -- -- -- -- -- -- -- -Define Collection Strategies and associate it with Collections Work Items (Manual & Automatic type).
- -- -- -- -- -- -- -- -Associate Additional Collections Work Items (Manual & Automatic type) to Collection Strategies.(*MANUAL*)
- -- -- -- -- -- -- -- -Setup Collections Automated Profile Options
- -- -- -- -- -- -- -- -Setup Collections Automated Profile Options for IEU: Queue Order
- -- -- -- -- -- -- -- -Set IEX: Strategy Default Template Profile Option
- -- -- -- -- -- -- -- -Set your Strategy Fulfilment and Strategy Assignment Resource.
- -- -- -- -- -- -- -- -What Result and Reason do you want to interlink to track your customer interaction(s)?
- -- -- -- -- -- -- -- -What Outcomes, Result and Reason do you want to interlink to track your customer interaction(s) in Advance
- -- -- -- -- -- -- -- -Assign default preconfigured correspondence templates.
- -- -- -- -- -- -- -- -Assign Users who will call customers for delinquencies
- -- -- -- -- -- -- -- -AUTO_SA: Run Concurrent Request - Workflow Background Process - AMS List Generation
- -- -- -- -- -- -- -- -Run Concurrent Request for Collections
- -- -- -- -- -- -- -- -Run Concurrent Request set for Collections
- -- -- -- -- -- -- -- -Define General Collections Information.
- -- -- -- -- -- -- -- -Set Display Preferences
- -- -- -- -- -- -- -- -Set Up Correspondence
- -- -- -- -- -- -- -- -Run IEX: Scoring Engine Harness Request.
- -- -- -- -- -- -- -- -Advanced Collections Post Setups
- -- -- -- -- -- -- -- -- -- -- -- -Order the Work Item Manual Step By clicking on Move Up and Down Arrow button.
- -- -- -- -- -- -- -- -- -- -- -- -Set 'IEX: SMTP From' and 'IEX: SMTP Host' profie options at site level.
- -- -- -- -Cash Management
- -- -- -- -- -- -- -- -List your Miscellaneous Bank Transaction Codes.
- -- -- -- -- -- -- -- -Configure Cash Management System Parameters.
- -- -- -- -- -- -- -- -List all other Bank Transaction Codes.
- -- -- -- -- -- -- -- -Cash Management
-- -- -- -- Post Setups
-Copy transaction codes from primary bank account to other bank accounts.

- -- -- -- -Trading Community (TCA)


- -- -- -- -- -- -- -- -Run DQM Concurrent Request - DQM Compile All Rules
- -- -- -- -- -- -- -- -What are your Data Quality Management Match Rule for Party Search(*MANUAL*)?
- -- -- -- -- -- -- -- -What are your Data Quality Management Match Rule for Contact Search(*MANUAL*)?
- -- -- -- -- -- -- -- -Run DQM Concurrent Request - DQM Synchronization Program
- -- -- -- -- -- -- -- -AUTO_DQM: Run DQM Concurrent Request - DQM Staging Program with Continue Previous Execution optio
- -- -- -- -- -- -- -- -AUTO_DQM: Run DQM Concurrent Request - DQM Staging Program.
- -- -- -- -- -- -- -- -AUTO:Run DQM Compile All Concurrent Program
- -- -- -- -- -- -- -- -Define DQM Profile Options
- -- -- -- -Purchasing
- -- -- -- -- -- -- -- -What are your pay group lookup codes?
- -- -- -- -- -- -- -- -What are your FOB lookup codes?
- -- -- -- -- -- -- -- -What are your Purchasing line types?
- -- -- -- -- -- -- -- -Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Defining Purchasing Options)
- -- -- -- -- -- -- -- -Define Purchasing system options
- -- -- -- -- -- -- -- -Update your Purchasing document types
- -- -- -- -- -- -- -- -Define Standard Purchase Order Document Styles
- -- -- -- -- -- -- -- -What are your Purchasing Quality Inspection codes?
- -- -- -- -- -- -- -- -Define Purchasing transaction reasons
- -- -- -- -- -- -- -- -Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Creating Requisition Templates)
- -- -- -- -- -- -- -- -What are your requisition templates?
- -- -- -- -- -- -- -- -Assign line items to your requisition templates
- -- -- -- -- -- -- -- -Who are your approved suppliers?
- -- -- -- -- -- -- -- -Do you want to add suppliers to your approved supplier lists?
- -- -- -- -- -- -- -- -Who are the buyers in your organization?
- -- -- -- -- -- -- -- -Define the profile option for Pricing Transaction entry
- -- -- -- -- -- -- -- -What is the line type to be used for contractor requests?
- -- -- -- -- -- -- -- -Concurrent Request: Submit Purchasing Workflow Background Processes
- -- -- -- -- -- -- -- -Profile Options for Purchasing.
- -- -- -- -- -- -- -- -Set the Profile MO: Default Operating Unit as Blank for Setupuser (Before Defining Purchasing Approval Grou
- -- -- -- -- -- -- -- -In which organization will you be setting up your approval groups?
- -- -- -- -- -- -- -- -Set the profile option 'Utilities Diagnostics' to 'Yes' to disable the password prompt.
- -- -- -- -- -- -- -- -Set the profile option 'Utilities Diagnostics' to 'No' to enable the password prompt.
- -- -- -- -- -- -- -- -Setup your purchasing approval groups
- -- -- -- -- -- -- -- -Assign Purchasing approval groups to HR jobs
- -- -- -- -- -- -- -- -Define position hierarchies to be used in the purchasing
- -- -- -- -- -- -- -- -How would you like to arrange positions in hierarchy?
- -- -- -- -- -- -- -- -Submit request for Filling Employee Hierarchy.
- -- -- -- -- -- -- -- -Assign Purchasing approval groups to HR Position.
- -- -- -- -- -- -- -- -Define Purchasing Cost Factor
- -- -- -- -- -- -- -- -Set PO: Allow Referencing CPA Under Amendment profile variable at Organization or Site Level.
- -- -- -- -- -- -- -- -Advanced Pricing for Purchasing
- -- -- -- -- -- -- -- -- -- -- -- -Set Source System Code to Oracle Purchasing for SETUPUSER
- -- -- -- -- -- -- -- -- -- -- -- -Set Pricing Transaction Entity to Procurement for SETUPUSER
- -- -- -- -- -- -- -- -- -- -- -- -Setup Advanced Pricing Profile Options at Application Level for Purchasing
- -- -- -- -- -- -- -- -- -- -- -- -Define Price Lists For Purchasing
-What are
- -- -- -- -- -- -- -- -- -- -- -- -Assign the with
items itemsprice
to bebreak
assigned
to thetoPurchasing
your Purchasing Price Lists?
Price list.
- -- -- -- -- -- -- -- -- -- -- -- -Update Purchasing price lists with Conversion criteria
- -- -- -- -- -- -- -- -- -- -- -- -What are the Freight based Pricing Modifiers for Purchasing?
- -- -- -- -- -- -- -- -- -- -- -- -What are the criteria to apply Freight based Modifiers for Purchasing?

-Run Build
- -- -- -- -- -- -- -- -- -- -- -- -What Attribute
are the FreightMapping Rule for
based Pricing Purchasing
Modifiers Lines for Purchasing?
- -- -- -- -- -- -- -- -- -- -- -- -Identify the Criteria to Apply Freight based Modifier Lines for Purchasing.

- -- -- -- -- -- -- -- -- -- -- -- -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
- -- -- -- -- PortaliSupplier Portal profile options
-- -- -- -Setup

- -- -- -- -- -- -- -- -iSupplier Portal Post Setup Steps


- -- -- -- -- -- -- -- -- -- -- -- -Setup Manual iSupplier Portal profile options
- -- -- -- -Contracts Core
- -- -- -- -- -- -- -- -Document Sequence
- -- -- -- -- -- -- -- -- -- -- -- -Define Document Sequences for Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -Define Document Categories for Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -Assign Document Sequences to your Applications by Ledger (Mandatory if you have defined docume
- -- -- -- -- -- -- -- -Do you want to autonumber your Clauses during creation?
- -- -- -- -- -- -- -- -Update Organization parameters with Contract Terms details
- -- -- -- -- -- -- -- -What profile options are used for Contracts?
- -- -- -- -- -- -- -- -Define additional Lookup Codes for Clause types that are required in Contracts.
- -- -- -- -- -- -- -- -Contract Terms Library
- -- -- -- -- -- -- -- -- -- -- -- -Enable Keyword search for Clauses & Contract Templates.
- -- -- -- -- -- -- -- -- -- -- -- -Define Contract Folders
- -- -- -- -- -- -- -- -- -- -- -- -Define numbering schemes for Sections & Clauses?
- -- -- -- -- -- -- -- -- -- -- -- -Add Numbering Levels to your Numbering Schemes?
- -- -- -- -- -- -- -- -- -- -- -- -Define Sections?
- -- -- -- -- -- -- -- -Repository Contracts
- -- -- -- -- -- -- -- -- -- -- -- -Define types of Repository Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -Define Risk Types for Repository Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -Define Contract Roles for Repository Contracts?
- -- -- -- -- -- -- -- -- -- -- -- -Schedule & Run Concurrent Programs for Repository Contracts?
- -- -- -- -Engineering
- -- -- -- -- -- -- -- -What are your Engineering Change Order (ECO) types?
- -- -- -- -- -- -- -- -Associate the Priority and Approval Process Combination with the ECO Type.
- -- -- -- -- -- -- -- -Define Approval List.
- -- -- -- -- -- -- -- -Associate Employees to the Approval List.
- -- -- -- -- -- -- -- -Set the Profile option 'ENG: Mandatory ECO Departments'.
- -- -- -- -- -- -- -- -Define Customized Autonumbering for new Engineering Change Orders.
- -- -- -- -- -- -- -- -What are your Engineering Change Order (ECO) Reasons?
- -- -- -- -- -- -- -- -Define your Default Department for Engineering Change Order (ECO)
- -- -- -- -- -- -- -- -Define AutoImplementation Manager.
- -- -- -- -Cost Management
- -- -- -- -- -- -- -- -What are your Costing Material Sub-elements?
- -- -- -- -- -- -- -- -What are your Cost Overheads?
- -- -- -- -- -- -- -- -What are your Material Overhead Defaults?
- -- -- -- -- -- -- -- -What are your Item Costs? (Standard Costing method only)
- -- -- -- -- -- -- -- -What additional costs (if any) are applicable to your Items? (Standard Costing method only)
- -- -- -- -- -- -- -- -Run the Standard Cost Update (Standard Costing method only)
- -- -- -- -- -- -- -- -Periodic Average
-- -- -- -- -What are Costing
your Organization Cost Groups?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Periodic Average Cost Types?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Periodic Average Rate Cost Types?
- -- -- -- -- -- -- -- -- -- -- -- -Associate your Organization to your Organization Cost Group

- -- -- -- -- -- -- -- -- -- -- -- -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 of
Roll Up Lead Times Times
yourof your in-house
in-house manufactured
manufactured / assembled
/ assembled items. items.

- -- -- -- -- -- -- -- -Rollup the Manufacturing Costs of your in-house manufactured / assembled items.


- -- -- -- -- -- -- -- -Bills of Material Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What are the Instances associated with your department resources?
- -- -- -- -Work In Process
- -- -- -- -- -- -- -- -What are the Work In Process (WIP) Parameters for your inventory organizations?
- -- -- -- -- -- -- -- -What are your WIP Accounting Classes?
- -- -- -- -- -- -- -- -Update your WIP Parameters with Accounting Class information
- -- -- -- -- -- -- -- -What are your WIP Schedule Groups?
- -- -- -- -- -- -- -- -What are your Shop Floor Status Codes?
- -- -- -- -- -- -- -- -What are the Standard Attachments used in your WIP Jobs?
- -- -- -- -- -- -- -- -Enable Manufacturing Execution System Profile Options
- -- -- -- -- -- -- -- -Setup Manufacturing Execution System Profile Options.
- -- -- -- -- -- -- -- -MES Parameters
- -- -- -- -- -- -- -- -- -- -- -- -What are the values to add to the MES Supervisor Dashboard View?
- -- -- -- -- -- -- -- -- -- -- -- -What are the values for the Job Traveler Template?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Time Entry Mode Parameters for MES?
- -- -- -- -- -- -- -- -Work in Process Post Setups
- -- -- -- -- -- -- -- -- -- -- -- -What are your Global Actions parameters you would like to enable for MES?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Reason Codes for Exception Types?
- -- -- -- -Quality
- -- -- -- -- -- -- -- -What are your Quality Collection Elements?
- -- -- -- -- -- -- -- -What are your Quality Collection Element Values?
- -- -- -- -- -- -- -- -Enter the sequence for the Quality Collection Elements.
- -- -- -- -- -- -- -- -What are your Collection Plans?
- -- -- -- -- -- -- -- -What are the Quality Collection Elements to be captured for the Collection Plans? (*MANUAL*)
- -- -- -- -- -- -- -- -In which Collection Plans do you want to get the Default values in collection elements? (*MANUAL*)
- -- -- -- -- -- -- -- -Define Specification for Quality.
- -- -- -- -- -- -- -- -What are the Specification elements for the Specification defined?
- -- -- -- -- -- -- -- -Assign Organizations to the Specification defined.
- -- -- -- -- -- -- -- -What are the Collection Plans for which you want to apply Item Specification?
- -- -- -- -- -- -- -- -What are your Sampling Plans?(*MANUAL*)
- -- -- -- -- -- -- -- -What are your Customized Rules for User-Defined Sampling Standard?
- -- -- -- -- -- -- -- -Enter and Associate Criteria for Sampling Plan.
- -- -- -- -- -- -- -- -Define Parent Child Plan Relationship
- -- -- -- -- -- -- -- -Update Parent Child Plan Element Relationships
- -- -- -- -- -- -- -- -Update Parent Child Plan Criterias
- -- -- -- -- -- -- -- -What are your Pareto Charts for Quality Control?
- -- -- -- -- -- -- -- -What are your Histograms for Quality Control?
- -- -- -- -- -- -- -- -What are your Trend Charts for Quality Control?
- -- -- -- -- -- -- -- -Add Quality function to WIP Menu.
- -- -- -- -- -- -- -- -Set the profile option 'QA: PO Inspection'.
- -- -- -- -- -- -- -- -Quality Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What are the Transaction Details for the Collection Plans?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Action rules for the Collection element in the Collection Plans?
- -- -- -- -e-Records
- -- -- -- -- -- -- -- -Approvals Management Post Setup Steps
- -- -- -- -Flow Manufacturing
- -- -- -- -- -- -- -- -Flow Manufacturing Post Setup Steps
- -- -- -- -Order Management
- -- -- -- -- -- -- -- -Configure Order Management System Parameters.
- -- -- -- -- -- -- -- -Set the Value for Credit Hold Sequence for Order Lines System Parameter
- -- -- -- -- -- -- -- -What are your Credit Check Rules?
- -- -- -- -- -- -- -- -Which is the instance for which you need to Run ATP Data Collection?
- -- -- -- -- -- -- -- -What are your order import sources?
- -- -- -- -- -- -- -- -Price Lists
- -- -- -- -- -- -- -- -- -- -- -- -What is the Base Currency that is being used for Price Lists?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Currency Conversion criteria for Price Lists?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Price Lists that will be applicable to your Customer Sales Orders?
- -- -- -- -- -- -- -- -- -- -- -- -What are the items to be assigned to your Price Lists?
- -- -- -- -- -- -- -- -- -- -- -- -Assign items with price break to the Price list.
- -- -- -- -- -- -- -- -- -- -- -- -Update your price lists with Conversion criteria
- -- -- -- -- -- -- -- -Pricing Formulas and Modifiers
- -- -- -- -- -- -- -- -- -- -- -- -What are the Pricing Formulae to be used for your Organization?
Pricing Attribute
- -- -- -- -- -- -- -- -- -- -- -- -What is the Numeric Constant to to
bebe
used forfor
used your Formula?
your formula?

- -- -- -- -- -- -- -- -- -- -- -- -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
- -- -- -- -- -- -- -- -Execute Request
and Schedule - Pricing
Purge OrderReport to Build Sourcing
Management Workflow Rule.
- -- -- -- -- -- -- -- -Execute and Schedule Initialize Credit Summaries

- -- -- -- -- -- -- -- -Enable Items for Back to Back Supply Orders


- -- -- -- -- -- -- -- -Transaction Types
- -- -- -- -- -- -- -- -- -- -- -- -What are the Order Management Transaction Types for Order Lines?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Order Management Transaction Types for Sales Orders and Blanket Sales Agreements
- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -Update your Order Management Transaction Types for Agreement Required and Purchase
- -- -- -- -- -- -- -- -- -- -- -- -What are the applicable Line Types for the Transaction Types defined above?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Approval Rules for the Transaction Types? (Optional)
- -- -- -- -- -- -- -- -- -- -- -- -Who are the Approvers for the Transaction Types?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Receivables Transaction Types and Invoice Sources associated with your Order Manag
- -- -- -- -- -- -- -- -Document Sequences
- -- -- -- -- -- -- -- -- -- -- -- -What are the Document Sequences for your Transaction Types?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Document Sequences to be attached to the Transaction Types?
- -- -- -- -- -- -- -- -What are the Sales Orders Defaulting Rules -I?
- -- -- -- -- -- -- -- -What are the Sales Orders Defaulting Rules -II?
- -- -- -- -- -- -- -- -What are the Sales Orders Defaulting Rules-III?
- -- -- -- -- -- -- -- -What are the Sales Orders Defaulting Rules-IV?
- -- -- -- -- -- -- -- -Setting up processing constraints for order line.
- -- -- -- -- -- -- -- -What are the Order Management Lookup Codes for Pricing Agreements and Freight Charges?
- -- -- -- -- -- -- -- -What are the Order Management Freight Cost Types?
- -- -- -- -- -- -- -- -What are the reasons for releasing holds on Sales Orders?
- -- -- -- -- -- -- -- -What holds apply to Sales Orders and Returns?
- -- -- -- -- -- -- -- -Which system responsibilities are authorized to use this defined hold?
- -- -- -- -- -- -- -- -Attachments
- -- -- -- -- -- -- -- -- -- -- -- -Order Management Menu Change
- -- -- -- -- -- -- -- -- -- -- -- -What are the Document Categories to be used with Attachments?
- -- -- -- -- -- -- -- -- -- -- -- -What are the Document Categories to be used for Forms, Applications or Reports?
- -- -- -- -- -- -- -- -- -- -- -- -Which standard Attachments are used in Sales Orders and Returns?
- -- -- -- -- -- -- -- -- -- -- -- -What are the attachment additional rules?
- -- -- -- -- -- -- -- -E-Commerce Trading Partner Group
- -- -- -- -- -- -- -- -Order Management Profiles
- -- -- -- -- -- -- -- -- -- -- -- -Identify your Inventory Organization for the Items you want to set the selling price.
- -- -- -- -- -- -- -- -- -- -- -- -Who is the default recipient of your Order Management notifications?
- -- -- -- -- -- -- -- -- -- -- -- -Set the OM: Scheduling Role Profile Value for Order Management Super User Responsibility for acc
- -- -- -- -- -- -- -- -- -- -- -- -Which is the User who is Authorized to Override ATP?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to enable Delayed Scheduling?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to enable Overpicking for your sales orders?
- -- -- -- -- -- -- -- -- -- -- -- -Define your default overshipment tolerance.
- -- -- -- -- -- -- -- -- -- -- -- -Do you want the changes made to Sales order headers to cascade to the Sales order lines?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to synchronize Need By date on IR with OM?
-Do you
- -- -- -- -- -- -- -- -- -- -- -- -Set the want
profiletovariable
prioritizeINV:Capable
orders based
to on urgentatflag
Promise onLevel
Site requisition?
- -- -- -- -- -- -- -- -- -- -- -- -Enable Item-Substitution Profile Variable at Order Management Application Level
- -- -- -- -- -- -- -- -- -- -- -- -Enable Automatically Open Related Items Window at Order Management Application Level

- -- -- -- -- -- -- -- -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 Constraints
-Modify OM Processing Steps for Post-Booking Item-Substitution.

- -- -- -- -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).
rolesthe
- -- -- -- -- -- -- -- -- -- -- -- -What are areSalesperson
assigned toNumber
SETUPUSER?(SETUPUSER).
and Sales Credit Type of your Salespersons? (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
-What Matching Management
Attributes Roles
would you liketotoyour users.
assign to your territory types and territories?

are your Territory


- -- -- -- -- -- -- -- -- -- -- -- -What Transaction Types?
Qualifiers would you like to assign to your Territory types?
- -- -- -- -- -- -- -- -- -- -- -- -What Transaction Attributes would you like to assign to your Territory types?

- -- -- -- -- -- -- -- -- -- -- -- -Synchronize Territory Assignment Rules


- -- -- -- -- -- -- -- -CRM Resource Calendar
- -- -- -- -- -- -- -- -- -- -- -- -Define your CRM Resource Calendar.
- -- -- -- -- -- -- -- -- -- -- -- -What are the exceptions applicable to your Calendar?
- -- -- -- -- -- -- -- -- -- -- -- -What are the shifts you want to use in your organization?
- -- -- -- -- -- -- -- -- -- -- -- -Assign week days information to your shift.
- -- -- -- -- -- -- -- -- -- -- -- -What exceptions are assigned to your Calendar?
- -- -- -- -- -- -- -- -- -- -- -- -What are the shifts assigned to your Calendar?
- -- -- -- -- -- -- -- -- -- -- -- -What resources do you want to assign to the calendar?
- -- -- -- -- -- -- -- -CRM Foundation Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What are your Sales territories?
- -- -- -- -- -- -- -- -- -- -- -- -Assign resources to the Sales territories.
- -- -- -- -- -- -- -- -- -- -- -- -Define geographies for the Sales territories.
- -- -- -- -- -- -- -- -- -- -- -- -What are your Service Territories?
- -- -- -- -- -- -- -- -- -- -- -- -Assign resources to the Service territories.
- -- -- -- -- -- -- -- -- -- -- -- -Add Matching Criteria for the Service territories.
- -- -- -- -- -- -- -- -- -- -- -- -Run 'Synchronize Territory Assignment Rules' to build Sales and Service territories
- -- -- -- -Knowledge Management
- -- -- -- -- -- -- -- -What are your Solution Categories?
- -- -- -- -- -- -- -- -Define Authoring Flow that will be used by your Knowledge Management Security group
- -- -- -- -- -- -- -- -Assign Solution Category and related Authoring Flows to Default Category Group
- -- -- -- -- -- -- -- -Please set up the Location of the Language Dictionaries to enable Spell checking
- -- -- -- -Interaction Center
- -- -- -- -- -- -- -- -What will be your call center group that will process your telephony call requests?
- -- -- -- -- -- -- -- -What middleware are you going to use to process your telephony calls?
- -- -- -- -- -- -- -- -What will be your middleware telephony mode?
- -- -- -- -- -- -- -- -What will be your route point through which the telephony calls will be routed?
- -- -- -- -- -- -- -- -What teleset will you use to handle your telephony call requests?
- -- -- -- -- -- -- -- -What is the extension for your teleset that will process telephony requests?
- -- -- -- -- -- -- -- -How would you like to configure your telephony Queuing and Distribution Server?
- -- -- -- -- -- -- -- -How would you like to configure your Inbound Telephony Server?
- -- -- -- -- -- -- -- -How would you like to configure your Telephony Adapter Server?
- -- -- -- -- -- -- -- -How would like to configure your Switch Simulator to simulate Inbound call requests?
- -- -- -- -- -- -- -- -How would you like to configure your Universal Work Queue Server?
- -- -- -- -- -- -- -- -What classification values will you need for your Oracle application to process your telephony call requests?
- -- -- -- -- -- -- -- -What classification rule will you use to process your Inbound telephony call requests?
- -- -- -- -- -- -- -- -What condition will your classification rule be based on to process the telephony call requests?
- -- -- -- -- -- -- -- -What classification rule will you use to process your Outbound telephony call requests?
- -- -- -- -- -- -- -- -How would like to interlink your media type and action with your classification values?
- -- -- -- -- -- -- -- -Which agents will need to use telephony?
- -- -- -- -- -- -- -- -What are your system profile options to enable specific user to access telephony?
- -- -- -- -- -- -- -- -What are your additional system profile options to enable telephony access?
- -- -- -- -- -- -- -- -What Middleware configuration do you want to set up for accessing simulated telephony?
- -- -- -- -- -- -- -- -Start Call Center Servers
- -- -- -- -- -- -- -- -What Outcomes, Result and Reason do you want to interlink to track your customer interaction(s)?
- -- -- -- -Marketing
- -- -- -- -- -- -- -- -Lead Qualification Rules
- -- -- -- -- -- -- -- -- -- -- -- -What are your Lead Qualification Rules?
- -- -- -- -- -- -- -- -- -- -- -- -Define Guard attribute for your Lead Qualification Rules
- -- -- -- -- -- -- -- -- -- -- -- -Define Rule Set for your Lead Qualification Rules
- -- -- -- -- -- -- -- -Lead Rating Rules
- -- -- -- -- -- -- -- -- -- -- -- -What are your Lead Rating Rules?
- -- -- -- -- -- -- -- -- -- -- -- -Define Guard attribute for your Lead Rating Rules
- -- -- -- -- -- -- -- -- -- -- -- -Define Rule Set for your Lead Rating Rules
- -- -- -- -- -- -- -- -Lead Channel Selection Rules
- -- -- -- -- -- -- -- -- -- -- -- -What are your Lead Channel Selection Rules?
- -- -- -- -- -- -- -- -- -- -- -- -Define Guard attribute for your Lead Channel Selection Rules
- -- -- -- -- -- -- -- -- -- -- -- -Define Rule Set for your Lead Channel Selection Rules
- -- -- -- -- -- -- -- -Disable Approvals for the customer setup - 'Campaigns'
- -- -- -- -- -- -- -- -Which Currency Code is to be used as the default for Marketing activities?
- -- -- -- -- -- -- -- -Disable Budget Approval for collaterals/deliverables created using setup type 'Deliverable'.
- -- -- -- -- -- -- -- -What permissions are given to your setupuser to access Marketing Deliverable Content?
- -- -- -- -- -- -- -- -Disable Approvals for Events created using setup type 'Events'
- -- -- -- -- -- -- -- -Disable Approvals for Event Schedules created using setup type 'Event Schedule'
-What areyour
- -- -- -- -- -- -- -- -Activate yourmarketing
Marketingevents
Events?

- -- -- -- -- -- -- -- -What are your Marketing Event Schedules?


- -- -- -- -- -- -- -- -Activate your marketing event schedules
- -- -- -- -- -- -- -- -What is the Registration Setup for your Event Schedules?
- -- -- -- -- -- -- -- -What is your Marketing Campaign used in Telesales?
- -- -- -- -- -- -- -- -What are your Deliverables?
- -- -- -- -- -- -- -- -Activate your deliverables
- -- -- -- -- -- -- -- -How do you want to setup your Fulfillment Server?
- -- -- -- -- -- -- -- -What are your Agent Groups?
- -- -- -- -- -- -- -- -Add Agents to Agent Group
- -- -- -- -- -- -- -- -Run Concurrent Request - Workflow Background Process - AMS Marketing Approvals
- -- -- -- -- -- -- -- -Marketing Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What are your Collateral documents?
- -- -- -- -- -- -- -- -- -- -- -- -What Collateral documents are assigned to your Deliverables?
- -- -- -- -- -- -- -- -- -- -- -- -What Master Document needs to be loaded for Fulfillment Server?
- -- -- -- -- -- -- -- -- -- -- -- -What is your Fulfillment Template?
- -- -- -- -- -- -- -- -- -- -- -- -Define Fulfillment Server system profiles
- -- -- -- -- -- -- -- -- -- -- -- -Bounce Fulfillment Server
- -- -- -- -Trade Management
- -- -- -- -- -- -- -- -Define the source name for Claims
- -- -- -- -- -- -- -- -Setup your Claim System Parameters
- -- -- -- -- -- -- -- -Update your settlement System parameters
- -- -- -- -- -- -- -- -What are your various budget categories used in trade management?
- -- -- -- -- -- -- -- -Profile Options For Trade Management
- -- -- -- -- -- -- -- -- -- -- -- -OZF : Allow Recalculation of Committed Budget(Hidden)
- -- -- -- -- -- -- -- -- -- -- -- -Define the default Legal Entity for Claims.
- -- -- -- -- -- -- -- -- -- -- -- -Define the Trade Management Global Start Date
- -- -- -- -- -- -- -- -- -- -- -- -Define the common currency for Trade Management.
- -- -- -- -- -- -- -- -- -- -- -- -What is the default Period Type that you want to use in Trade Management?
- -- -- -- -- -- -- -- -- -- -- -- -When do you want to create GL Entries for orders?
- -- -- -- -- -- -- -- -- -- -- -- -Define the common Unit of Measure for Trade Management
- -- -- -- -- -- -- -- -- -- -- -- -What is your Default Forecast UOM for Trade Management?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want the Account Generator to run in Debug Mode?
- -- -- -- -- -- -- -- -- -- -- -- -Associate the admin group to the Trade Management implementation user.
- -- -- -- -- -- -- -- -- -- -- -- -Who is the default ship and debit request approver?
- -- -- -- -- -- -- -- -- -- -- -- -Which price list should be used for third party accruals?
- -- -- -- -- -- -- -- -Claim
- -- -- -- -- -- -- -- -- -- -- -- -What are the various customer claim types?
- -- -- -- -- -- -- -- -- -- -- -- -Update Claim Type with the Credit Memo and Receivable Clearing Account.
- -- -- -- -- -- -- -- -- -- -- -- -Define your claim actions
- -- -- -- -- -- -- -- -- -- -- -- -Define additional task templates for the claim actions.
- -- -- -- -- -- -- -- -- -- -- -- -What are the reasons against which your customers raise claims?
- -- -- -- -- -- -- -- -- -- -- -- -Assign additional actions to the claim reasons.
- -- -- -- -- -- -- -- -- -- -- -- -What are the various claim sources?(*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to enable AP Debit as settlement method for Manual Claims?(*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -Update your Claim System Parameters.
- -- -- -- -- -- -- -- -Define document sequence for Credit Memos
- -- -- -- -- -- -- -- -Assign Credit Memo Document Sequences to your Applications by Ledger (Mandatory if you have defined Cr
- -- -- -- -- -- -- -- -What marketing activities do you conduct?
- -- -- -- -- -- -- -- -What are your various Marketing Medium used in trade management?
- -- -- -- -- -- -- -- -Update Trade Management Transaction Source
- -- -- -- -- -- -- -- -Do you wish to enable Rule Based Settlement in Channel Revenue Management?
- -- -- -- -- -- -- -- -Trade Management Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -Enable forecast functionality for your accrual type offers
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to Update Trade Management Account Generator Workflow?
- -- -- -- -Quoting
- -- -- -- -- -- -- -- -Enter your Quoting
-Run Request Parameters
Approvals Management Post Upgrade Process

- -- -- -- -- -- -- -- -Quoting Setup Order Capture Quickcodes


- -- -- -- -- -- -- -- -What are the Quote Status Transformations used in the system?
- -- -- -- -- -- -- -- -Freeze Order Capture:Header Additional Information and Lines Additional Information DFF
- -- -- -- -- -- -- -- -Quoting Profiles
- -- -- -- -- -- -- -- -- -- -- -- -What is the default Ship from Organization?
- -- -- -- -- -- -- -- -- -- -- -- -Who is your default Sales Representative?
- -- -- -- -- -- -- -- -- -- -- -- -Do you want to enable manual warehouse selection?
- -- -- -- -- -- -- -- -- -- -- -- -What privilege would you like to give your Sales Representatives to manually adjust Price in Sales Q
- -- -- -- -- -- -- -- -- -- -- -- -What privilege would you like to give your Sales Representatives to manually adjust Price in Sales O
- -- -- -- -Sales
- -- -- -- -- -- -- -- -Run Request 'iStore Search Insert' and 'iStore Section Search Refresh'
- -- -- -- -- -- -- -- -What are your Sales Organizations lookup codes?
- -- -- -- -- -- -- -- -Define Lookup code for the lookup type ASN_DASH_SLS_METH_FUNNL_STAGES (Hidden)
- -- -- -- -- -- -- -- -What are your additional Budget Statuses?
- -- -- -- -- -- -- -- -What are your Sales Channel codes?
- -- -- -- -- -- -- -- -What are your additional Opportunity Close Reasons?
- -- -- -- -- -- -- -- -What are your additional Note Types?
- -- -- -- -- -- -- -- -What are your additional Task Statuses?
- -- -- -- -- -- -- -- -What are your additional Escalation Statuses?
- -- -- -- -- -- -- -- -What are the Conversion Types associated to the Calendars?
- -- -- -- -- -- -- -- -What is your Reporting Currency?
- -- -- -- -- -- -- -- -Sales Flexfields
- -- -- -- -- -- -- -- -- -- -- -- -Configure your Product Category Key Flexfield Structure.
- -- -- -- -- -- -- -- -- -- -- -- -Create Value Sets for Product Categories
- -- -- -- -- -- -- -- -- -- -- -- -Define Product Categories Key Flexfield Segments
- -- -- -- -- -- -- -- -- -- -- -- -Freeze Product Categories Key Flexfield Structure
- -- -- -- -- -- -- -- -- -- -- -- -List product category key flexfield values
- -- -- -- -- -- -- -- -- -- -- -- -Identify product categories.
- -- -- -- -- -- -- -- -Identify the default category for Product Catalog
- -- -- -- -- -- -- -- -Assign Product Categories to Product Catalog
- -- -- -- -- -- -- -- -Define Item and Product Category Association
- -- -- -- -- -- -- -- -Run a Concurrent Request to Load Interest Types and Codes to Inventory Categories (Hidden)
- -- -- -- -- -- -- -- -AUTO_Define Sales Menu for your sales organizations
- -- -- -- -- -- -- -- -What are your additional Forecast Sales Categories?
- -- -- -- -- -- -- -- -What product categories are used in Forecasting?
- -- -- -- -- -- -- -- -What are your Win Probabilities?
- -- -- -- -- -- -- -- -Sales Profiles
- -- -- -- -- -- -- -- -- -- -- -- -What is your Default Forecast Currency for Sales?
- -- -- -- -- -- -- -- -- -- -- -- -What is your default Accounting Period Type for data collection and reports?
- -- -- -- -- -- -- -- -- -- -- -- -Who is your Escalation Manager for Leads?
- -- -- -- -- -- -- -- -- -- -- -- -Who is the default Resource for Sales Lead Assignment? (*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -What is your default General Ledger Period Type for Currency Conversion?
- -- -- -- -- -- -- -- -- -- -- -- -What Sales Methodology would you like to set as default?
- -- -- -- -- -- -- -- -- -- -- -- -What is your default opportunity win probability?
- -- -- -- -- -- -- -- -Sales Post Setup Steps
- -- -- -- -- -- -- -- -- -- -- -- -What default Script do you use while interacting with your customer using Telesales?
- -- -- -- -- -- -- -- -Assign default Operating Unit for your application users
- -- -- -- -- -- -- -- -Run 'Refresh AS_PERIOD_DAYS table' Concurrent Requests (Hiddden)
- -- -- -- -- -- -- -- -Run 'Refresh Multi-Currency Conversion Rates' (AS_PERIOD_RATES) Concurrent Request (Hidden)
- -- -- -- -- -- -- -- -Run 'Refresh of as_sales_credits_denorm' Concurrent Request (Hidden)
- -- -- -- -Customer Service
- -- -- -- -- -- -- -- -What business processes will be performed in Service operations?
- -- -- -- -- -- -- -- -What are the various Service activities that will be supported by your organization?
- -- -- -- -- -- -- -- -Associate additional billing types to the service activities.
- -- -- -- -- -- -- -- -Update Labor and Material Transaction Service activities
- -- -- -- -- -- -- -- -What Service Activity - Business Process combinations will be supported by your organization?
- -- -- -- -- -- -- -- -Setup Workflow notification to Notify Owner of Service Request Creation
- -- -- -- -- -- -- -- -Delete Seeded Workflow notification to Notify Primary Contact of Service Request Closure
- -- -- -- -- -- -- -- -Setup Workflow notification to Notify Primary Contact of Service Request Closure
- -- -- -- -- -- -- -- -Service Requests
- -- -- -- -- -- -- -- -- -- -- -- -What are the Service Requests types that will be used to log defects in the products or services sold
- -- -- -- -- -- -- -- -- -- -- -- -What severities will be used by your customers to log/track Service Requests?
- -- -- -- -- -- -- -- -- -- -- -- -How would you like to change the business process associated with the Service Request?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Service Request urgencies?
- -- -- -- -- -- -- -- -- -- -- -- -What Internal Organization do you want to assign to address Service issues? (*MANUAL*)
- -- -- -- -- -- -- -- -- -- -- -- -What are your Service Request Problem Codes?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Service Request Resolution Codes?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Service Request Action Request Types?
- -- -- -- -- -- -- -- -- -- -- -- -Do you wish to Validate Incident Addressess against the customer?
- -- -- -- -- -- -- -- -- -- -- -- -Do you wish to validate Installed Base Item instances to those associated with the customer / Inciden
- -- -- -- -- -- -- -- -- -- -- -- -How do you wish to calculate the Planned end date of Service Request Tasks?
- -- -- -- -- -- -- -- -- -- -- -- -Do you wish to limit the Service Request Task Assignee by the Task Owner Group?
- -- -- -- -- -- -- -- -Customer Service-Setup Customer Management Customer Profiles
- -- -- -- -- -- -- -- -What item do you want to use for automatic task assignment?
- -- -- -- -- -- -- -- -What is the default price list when creating a new charge line with no contract or a contract with no associated
- -- -- -- -- -- -- -- -Customer Support Profiles
- -- -- -- -- -- -- -- -- -- -- -- -Specify 'Default Service Request owner type' and 'Default Service Request Task owner type'.
- -- -- -- -- -- -- -- -- -- -- -- -Who is Your Default Service Request owner?
Task owner?

- -- -- -- -- -- -- -- -- -- -- -- -Which is your default internal organization for service requests?


- -- -- -- -- -- -- -- -- -- -- -- -What severity level do you want to assign by default when a new service request is created?
- -- -- -- -- -- -- -- -- -- -- -- -Enable auto-task generation
- -- -- -- -- -- -- -- -- -- -- -- -Identify the duration within which a Service Request will be identified as duplicate of an existing servi
- -- -- -- -- -- -- -- -- -- -- -- -What is the Unit of Measure for 'Hour' that is used by Assignment Manager to assign task?
- -- -- -- -- -- -- -- -- -- -- -- -Set your Escalation Profile Options
- -- -- -- -- -- -- -- -- -- -- -- -What is the default operating unit for Service Activities?
- -- -- -- -Install Base
- -- -- -- -- -- -- -- -Configure Install Base Installation Parameters.
- -- -- -- -- -- -- -- -List your Install Base Instance statuses.
- -- -- -- -- -- -- -- -Define Install Base transaction types.
- -- -- -- -- -- -- -- -Define Instances for your Customer Products (*MANUAL*)
- -- -- -- -- -- -- -- -Install Base Post Setup Steps
- -- -- -- -Service Contracts
- -- -- -- -- -- -- -- -Do you need to enable Service contracts
- -- -- -- -- -- -- -- -Register Oracle Service Item Key Flexfield.
- -- -- -- -- -- -- -- -What are your contract time units of measure?

- -- -- -- -- -- -- -- -Define the Minimum period and duration for a service contracts.


- -- -- -- -- -- -- -- -What are your Service Contract Coverage Templates?
- -- -- -- -- -- -- -- -What
-Definebusiness processes, reaction
the communications templateand
setresponse times would
for your service you like to assign to your service coverage tem
contracts

- -- -- -- -- -- -- -- -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
-- -- -- -- -Define AMEQuestions
Attributes
- -- -- -- -- -- -- -- -- -- -- -- -Define contract approval group
- -- -- -- -- -- -- -- -- -- -- -- -Define action type for contract approval rule
- -- -- -- -- -- -- -- -- -- -- -- -What are the contract amounts above which contracts need to be approved?
- -- -- -- -- -- -- -- -- -- -- -- -Define Contract approval rule

- -- -- -- -- -- -- -- -- -- -- -- -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 S
- -- -- -- -- -- -- -- -- -- -- -- -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
RevenueType
- -- -- -- -- -- -- -- -- -- -- -- -Review/Update Segment Values for Service Category to Center
to Cost Account AutoAccounting
AutoAccounting Lookup
Lookup Set
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
-Freezeare the Contact
Descriptive Types for Customers?
Flexfield:Budget Versions

- -- -- -- -Project Resource Management


- -- -- -- -- -- -- -- -What are your Project job levels?
- -- -- -- -- -- -- -- -Enter a project job level and extra information for the jobs
- -- -- -- -- -- -- -- -Match the competencies to Resources in your Organization
- -- -- -- -- -- -- -- -How will you categorize Project Roles?
- -- -- -- -- -- -- -- -Define Project Role Types for Budget Approval Workflow and Change Control
- -- -- -- -- -- -- -- -Mention the team members roles needed for projects in your organization
-Verify/Assign
- -- -- -- -- -- -- -- -Enter yourforcontrols
the default to Project
competencies andRoles
job information for the roles
- -- -- -- -- -- -- -- -Name the employees who have Utilization and Resource Authority?
- -- -- -- -- -- -- -- -Maintain Project Resource

- -- -- -- -- -- -- -- -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
- -- -- -- -- -- -- -- -- -- -- -- -Update statusesassignment statusand
for assignment change reasons for candidates
requirement

- -- -- -- -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
- -- -- -- -- -- -- -- -- -- -- --Project
-Define -GlobalKey
StartPerformance
Day to be used forScoring
Areas Summarization
Rules? Process

- -- -- -- -- -- -- -- -What are your Project Performance Measurement Rules?


- -- -- -- -- -- -- -- -What are your Project Performance Parameters?
- -- -- -- -- -- -- -- -What are the types of Project Deliveries you have?
-Assign Customised
- -- -- -- -- -- -- -- -Define concurrent requests to request
Responsibility groupProject Manager
for Client
- -- -- -- -- -- -- -- -Update Resource Class Information

- -- -- -- -- -- -- -- -Projects Post Setup Steps


- -- -- -- -- -- -- -- -- -- -- -- -Open Project Accounting Periods
- -- -- -- -- -- -- -- -- -- -- -- -Assign Primary Billing contact person for Project Customer
- -- -- -- -- -- -- -- -- -- -- -- -Update Change Request and Change Order for Impact and Budget Update Method
- -- -- -- -- -- -- -- -- -- -- -- -Assign Change Order implementation status Project Financial Plan Type
- -- -- -- -- -- -- -- -- -- -- -- -Assign Resources to Resource Breakdown Structure
- -- -- -- -- -- -- -- -- -- -- -- -Assign default project resource job group if using multiple Business Groups
- -- -- -- -Project Manufacturing
- -- -- -- -- -- -- -- -Configure your Project Manufacturing Organization Parameters and defaults
- -- -- -- -- -- -- -- -Assign Project Expenditure Type to Costing Material Sub-elements
- -- -- -- -- -- -- -- -Assign Project Expenditure Type to Cost Overheads
- -- -- -- -- -- -- -- -Assign Expenditure Types to Cost Elements
- -- -- -- -- -- -- -- -Define your Cost Groups used for Financial Accounting
- -- -- -- -- -- -- -- -Assign WIP Accounting Classes to your Cost Groups
- -- -- -- -- -- -- -- -Assign Project Expenditure Type to Resources
- -- -- -- -- -- -- -- -Assign Project Expenditure Organization to Departments
- -- -- -- -Enterprise Asset Management
- -- -- -- -- -- -- -- -Identify EAM Organizations
- -- -- -- -- -- -- -- -What are your WIP Accounting Classes of type 'Maintenance'?
- -- -- -- -- -- -- -- -What is your Enterprise Asset Management System Parameter?
- -- -- -- -- -- -- -- -Update Enterprise Asset Management System Parameter for Asset Move Transactions?
- -- -- -- -- -- -- -- -Define maintenance organization to be associated with production organization for the maintenance of equipm
- -- -- -- -- -- -- -- -Configure your Asset Attributes Descriptive Flexfield structure
- -- -- -- -- -- -- -- -- -- -- -- -Freeze the Asset Attribute Descriptive Flexfield.
- -- -- -- -- -- -- -- -Define segments for your Asset Attributes Descriptive Flexfield
- -- -- -- -- -- -- -- -Enterprise Asset Management Lookup Codes questions
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Activity type?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Activity Cause?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Asset Criticality?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Work Request type?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Activity Priority?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Enterprise Asset Management Lookup Codes for Work Order Type?
- -- -- -- -- -- -- -- -Cross Reference and Manufacturer Part Numbers
- -- -- -- -- -- -- -- -- -- -- -- -Define your Cross Reference Part Number Type.
- -- -- -- -- -- -- -- -- -- -- -- -What are your Cross Reference Part Numbers?
- -- -- -- -- -- -- -- -- -- -- -- -List the names of your Manufacturer, whose part Number, you want to associate with your Item Num
- -- -- -- -- -- -- -- -- -- -- -- -Associate your Item Numbers with the corresponding manufacturer's Part Numbers?
- -- -- -- -- -- -- -- -Equipment Item Questions
- -- -- -- -- -- -- -- -- -- -- -- -What are your Organization's Equipment Items?
- -- -- -- -- -- -- -- -- -- -- -- -In which Production Organizations do you want to enable your Equipment Items?
- -- -- -- -- -- -- -- -- -- -- -- -Assign resources to Equipment Items in Production Organization.
- -- -- -- -- -- -- -- -- -- -- -- -What is your Serial Number information for equipment items in each Production Organization?
- -- -- -- -- -- -- -- -- -- -- -- -Verify whether the 'Serial Number Generation' Request has completed successfully. (*MANUAL*)
- -- -- -- -- -- -- -- -Who are your department approvers for work request?
- -- -- -- -- -- -- -- -What is your Project Manufacturing Parameter for your Maintenance organization?
- -- -- -- -- -- -- -- -What are your Maintenance Asset Areas?
- -- -- -- -- -- -- -- -What are your Maintenance Asset Groups?
- -- -- -- -- -- -- -- -In which OTHER Maintenance Organizations do you want to enable your Maintenance Asset groups?
- -- -- -- -- -- -- -- -Assign Asset Attribute Groups to Maintenance Assets Groups
- -- -- -- -- -- -- -- -What are your Maintenance activities?
- -- -- -- -- -- -- -- -In which Maintenance Organizations do you want to enable your Maintenance activities?
- -- -- -- -- -- -- -- -What are your Maintenance Asset Numbers?
- -- -- -- -- -- -- -- -What Maintenance activity is assigned to which asset number?
- -- -- -- -- -- -- -- -Define the Rebuildable items
- -- -- -- -- -- -- -- -What are the Additional Category Set, Categories associated to EAM Items?
- -- -- -- -- -- -- -- -Set the profile PO:Enable Direct Delivery to Shop Floor at Application Level
- -- -- -- -- -- -- -- -Failure Analysis Questions
- -- -- -- -- -- -- -- -- -- -- -- -Define Failure codes to report a failure,its cause and resolution.
- -- -- -- -- -- -- -- -- -- -- -- -Define Failure code sets to group various user defined Code Types
- -- -- -- -- -- -- -- -- -- -- -- -Associate Asset groups to Failure Set
- -- -- -- -- -- -- -- -Maintenance BOM & Routing Questions
- -- -- -- -- -- -- -- -- -- -- -- -What are your Maintenance Routings?
- -- -- -- -- -- -- -- -- -- -- -- -What are the operations attached to Maintenance routings?
- -- -- -- -- -- -- -- -- -- -- -- -What are the resources attached to Maintenance routings?
- -- -- -- -- -- -- -- -- -- -- -- -What are your Maintenance Bills of Materials?
- -- -- -- -- -- -- -- -- -- -- -- -What are the items assigned to Maintenance Bills of Material?
- -- -- -- -- -- -- -- -What are your Maintenance Asset Meters?
- -- -- -- -- -- -- -- -What Asset meter is associated to which Maintenance asset? (*MANUAL*)
- -- -- -- -- -- -- -- -What are your Maintenance Activity Suppressions?
- -- -- -- -- -- -- -- -What is your Preventive Maintenance Set name?
- -- -- -- -- -- -- -- -What is your Preventive Maintenance Schedule (Rule Based)?
- -- -- -- -- -- -- -- -Update Preventive Maintenance Schedule for Controlling work order generation.
- -- -- -- -- -- -- -- -What is your maintenance procedure solution category?
- -- -- -- -- -- -- -- -Maintenance Budget Forecasting
- -- -- -- -- -- -- -- -- -- -- -- -Define Maintenance Budget Forecast Template.
- -- -- -- -- -- -- -- -- -- -- -- -Define Additional Optional Criteria for Maintenance Budget Forecast Template.
- -- -- -- -- -- -- -- -- -- -- -- -Define Budget Forecasts and update your additional optional criteria
-Enterprise
- -- -- -- -- -- -- -- -- Asset
-- -- -- -What areManagement
the InstancesPost Setup Steps
associated with your department resources of type machine in production org

-Approvals
- -- -- -- -- Management
-- -- -- -Setup Approver Groups for Enterprise Asset Management transactions

- -- -- -- -- -- -- -- -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
Reporting Top
- -- -- -- -- -- -- -- -- -- -- -- -Associate Hierarchy Dimensions withReporting
Nodes with Chart of Account Segments.
Dimensions
- -- -- -- -- -- -- -- -- -- -- -- -Define Setup Financial Category Dimension Mapping and Assignment for Financial Intelligence?

- -- -- -- -- -- -- -- -- -- -- -- -Define the Line Of Business(LOB)Mapping and Assignments.


- -- -- -- -- -- -- -- -- -- -- -- -DBI: Run Initial Request Sets
- -- -- -- -MOAC Profile Post Setups
- -- -- -- -- -- -- -- -Assign a default Primary Ledger for your Site
- -- -- -- -- -- -- -- -Remove MO Security Profile from the site level.
- -- -- -- -- -- -- -- -Assign MO: Operating Unit and HR: Security profile at site level.
- -- -- -- -- -- -- -- -Execute Security List Maintenance Concurrent Request.
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0
0
0
8
1
1
1
1
1
2
1
8
21
1
5
1
11
1
0
1
0
0
1
0
2
0
3
2
1
0
1
1
0
21
0
0
1
2
0
1
3
2
2
0
0
0
1
0
0
3
1
1
2
2
15
1
1
3
27
0
24
0
1
2
1
1
2
2
1
1
0
1
1
2
0
5
10
1
1
2
0
2
1
9
2
2
1
2
2
2
1
1
0
0
8
0
0
14
0
6
0
1
1
1
5
0
0
1
0
0
0
0
0
0
0
0
0
0
0
1
7
5
1
0
0
1
4
0
3
0
1
1
42
1
0
1
0
1
1
0
1
1
3
1
2
3
1
1
8
4
2
4
0
0
1
1
0
1
1
1
6
1
3
1
3
3
6
6
9
1
2
2
2
5
0
1
5
1
1
1
1
1
0
9
2
0
0
1
4
0
1
0
1
6
6
1
1
1
1
3
0
2
2
2
1
1
7
2
6
6
1
0
0
0
0
0
0
1
1
23
1
1
1
1
5
0
1
0
0
0
3
1
0
1
1
4
1
0
0
1
2
0
1
0
0
1
1
1
0
1
1
0
2
2
2
2
2
2
2
4
2
4
3
0
0
2
1
1
1
12
9
1
3
0
0
0
1
3
13
1
0
0
8
0
2
0
0
1
1
1
1
0
9
1
0
4
0
1
2
0
0
0
0
0
6
0
3
2
1
0
1
1
2
0
1
0
8
7
1
0
0
0
0
2
1
1
2
1
0
1
0
4
1
5
12
0
0
0
0
0
11
0
0
0
0
0
0
0
0
0
0
1
1
0
0
0
0
0
0
0
0
4
6
2
8
4
2
1
1
0
1
1
1
0
3
2
0
7
6
3
4
17
3
0
0
0
1
0
0
0
1
3
2
1
1
1
1
1
0
3
2
0
0
0
0
0
1
0
1
1
1
0
1
1
5
0
0
1
0
0
0
0
0
7
0
0
0
2
1
0
0
0
0
0
0
1
2
1
1
0
0
8
11
11
20
0
0
7
0
11
10
1
1
1
1
1
5
3
2
2
4
0
1
3
3
3
0
0
0
1
0
1
0
1
1
1
1
1
1
1
1
1
1
0
1
1
1
1
1
1
0
1
0
0
4
10
4
11
1
5
8
1
2
2
2
0
7
1
0
1
1
0
0
5
1
7
0
1
1
6
4
6
1
0
1
1
0
0
0
12
0
12
7
0
5
20
1
2
0
3
3
2
1
1
0
3
7
2
7
7
2
0
1
0
1
4
0
1
0
0
0
0
0
0
0
0
2
0
16
1
1
1
0
1
1
1
1
1
2
1
1
1
1
1
2
2
2
0
3
0
0
0
0
1
4
0
0
2
0
0
0
2
2
2
0
2
2
2
1
1
1
1
1
1
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
2
1
0
1
1
1
1
0
1
1
1
1
1
1
1
1
1
0
0
1
0
3
2
3
0
1
0
2
1
0
1
1
1
0
1
1
0
1
1
0
0
1
1
30
1
0
1
0
1
0
0
0
1
12
1
1
1
1
1
0
0
1
0
0
1
1
1
1
5
5
1
0
0
1
1
0
0
16
0
1
1
0
0
2
0
1
0
1
0
1
1
1
0
1
1
0
2
9
1
1
1
0
1
3
1
6
1
4
4
3
1
1
1
1
2
0
1
0
2
0
0
1
1
2
1
1
0
1
0
1
2
1
0
0
0
1
1
7
0
3
3
1
2
0
0
1
3
1
2
3
0
1
0
0
1
1
1
1
1
1
0
0
1
0
0
1
1
1
1
0
0
0
1
1
1
0
11
0
0
0
0
0
8
0
16
0
0
0
4
0
6
1
7
1
1
1
1
1
1
1
1
1
0
0
0
0
0
1
1
3
0
0
1
1
14
5
1
2
3
0
0
1
2
1
2
0
1
1
1
2
1
1
1
0
1
0
0
1
0
0
1
1
5
1
1
0
0
0
0
0
0
2
0
0
0
0
0
0
0
0
0
1
1
1
0
0
0
0
0
0
0
1
1
1
1
0
0
0
1
57
1
1
4
1
1
1
5
1
1
1
3
3
10
1
10
0
0
11
6
8
2
19
1
23
0
1
1
2
2
0
3
2
1
3
1
1
1
0
2
0
2
0
3
0
2
0
2
0
0
6
4
21
21
1
3
10
21
7
31
180
0
0
1
2
1
0
0
0
2
2
3
3
4
8
8
1
1
3
1
1
0
4
0
0
3
1
11
13
0
0
1
0
1
1
1
1
1
0
2
2
0
1
1
24
5
4
29
1
1
8
8
8
7
2
12
5
1
5
1
4
2
7
0
0
1
1
1
0
1
1
3
1
1
3
15
1
5
1
1
1
0
1
0
3
2
13
0
0
2
1
5
1
2
3
0
4
0
1
1
1
1
1
1
1
3
0
6
3
3
5
3
5
0
1
0
0
0
0
0
0
0
0
1
1
1
1
2
0
0
0
0
0
0
0
0
1
0
1
1
1
0
0
0
0
0
0
1
0
0
2
0
0
0
0
0
0
0
0
0
0
2
0
2
2
0
0
0
1
1
1
1
0
0
1
7
6
0
1
1
1
3
1
1
2
1
5
4
9
9
1
1
9
0
0
20
19
4
4
2
1
1
9
0
1
1
2
1
and q.active='Y'
ORDER SIBLINGS BY display_order