[go: up one dir, main page]

0% found this document useful (0 votes)
215 views23 pages

Basic Setups

Basic Setups(3)

Uploaded by

anujvats1119
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
215 views23 pages

Basic Setups

Basic Setups(3)

Uploaded by

anujvats1119
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 23

Licensing

Client IT Head - Oracle Sales Team -> Invoice -> Payment -> IT Head Receives Email From Oracle which has
Test Application/Instance
Production Application/Instance
Ondemand Instance1 - Seperate Cost - 6 Months
Ondemand Instance2 - Seperate Cost - 12 Months
Client -> RFQ -> TCS/WIPRO -> WIPRO -> Delivery Manager -> Project Manager -> Project Team (Functiona
Project Lead -> Conduction Workshops -> Gather the Requirement -> Matching Application Functionality -
GAP: Custom Solutions-> Implement-> Test -> UAT -> LIVE

Demo Implementation Users


SCM_Impl
FIN_Impl
HCM_Impl
Demo Business Users
Casey.Brown
Calvin.Roth
Frank.Eagan
Valery.Tobinski

1 Application Look and Feel, Enabling the offerings 1. Employee - Run Programs/Reports/Jobs/Job Set- every Employee to
2 Implementation User Creation company
3 User Category 2. IT Security Manager - User & Role Management- Only Admin of company
3. Application Implementation Consultant - Access to Setup & Maintainance
4 User Management Table:
4. PER_USERS - View & Manage all ESS Jobs submitted by the users -
ESS Administrator
5 Fusion Security - Roles Manage Programs Submitted all the users
6 Roles Overview
7 Oracle Documentation User, Implementation Guides, Roles, Tables, Setup Videos, User Training Videos
8 Custom Roles Manual, Copy
9 Implementation Project Creation (Optional)
10 Sandbox Apperance, Structure
11 Connect to the database 3rd Party Tool - SQL Connect
12 Enterprise Structure
Oracle Fusion
Enterprise
Division (optional) - LOB (Tele, Constru) OR Region (US, AU,CA, IND) - US Tele,
IND Tele, US Const, IND Constructions
Ledger - Currency, Calendar, COA, SLA (Standard Accrual)
Legal Entity
Business Unit
Item Master Org (Logical Org)
Inventory Organization
Subinventory (Warehouse)
Locator (optional)
Reference Data Set
Different Ways Rapid Implementation
Enterprise Structure Configurator (Establish Enterprise Structures)
Manual

Enterprise configuration - Manually


1 Reference Data Set (COMMON) Or Define your Reference Data Set
2 Manage Location (Enterprise, Business Unit, Inv Org1, Inv Org2)
3 Enterprise (Edit)
4 Legal Address
5 Create Legal Entity
6 Associate LDG to Legal Entity
7 Currency (Use Existing Currencies)
8 Accounting Calendar
9 Value Sets - Company ), Department, Acco(Mandatoryunt (Mandatory)
10 Create Structure
11 Create Structure Instance (Global or Locally (IND, US, CHINA, SG)
12 Deploy
13 Valueset qualifier
14 SLA or Accounting Method (Standard Accrual)
15 Ledger creation
16 Specify Ledger options
17 Associate Legal entity to Ledger
18 Review and Submit Accounting Configuration - Verify Ledger Status
19 Business Unit
20 Business Functions
21 Manage Service Provider Relationship (Just Verify)
22 Manage Business Unit Set Assignment (Just Verify)
23 Item Master Org
24 Shift
25 Workday Pattern
26 Schedule (Calendar)
27 Create Locations for Inventory Organizations
28 Physical Inv Org's (Hyd, Blre) (New York, California)
29 Sub inventories
30 Locators
31 Value Sets - Block, Floor, Room
32 Structure
33 Structure Instance
34 Deploy

1 Department
2 Jobs
3 Position
4 Employee Creation (Setup Task -> Manage User (Short Details), Home Page -> My Client Groups -> New Pe
5 Assign Roles - Job of an Employee
6 Data Access
7 Auto Provision Roles
8 HDL Process (Technical) - Bulk creation/upload Employees & Roles

Business User/Employee Creation


1 My Client Group - Springboard
2 Manage Users - Setup & Main..
Receives Email From Oracle which has Application Details
https://XXXX-test.fa.ap1.oraclecloud.com/
https://XXXX.fa.ap1.oraclecloud.com/
https://XXXX-dev1.fa.ap1.oraclecloud.com/
https://XXXX-dev2.fa.ap1.oraclecloud.com/
t Manager -> Project Team (Functional Consultant (SCM, Finance, HCM, Technical Consultants)
> Matching Application Functionality -> Configure Application -> Testing -> Users Acceptance Testing -> LIVE (Production)

Procurement/Finance/Projects
Procurement Transactions
Inventory Transactions
Sales Order Transactions

Oracle EBS
Business Group
NA
Ledger - Currency, Calendar, COA, SLA
Legal Entity
Operating Unit
Item Master Org
Inventory Organization
Subinventory
Locator
NA
https://www.youtube.com/watch?v=vSOGiMepkh4

Task Name: Manage Legal Entity HCM


Information

COA

Business Unit Setups


Business Unit Setups

Inventory/Warehouse Calendar

Predefined, Dynamic, Item Level


Row, Rack, Bin
Block, Floor, Room,

e Page -> My Client Groups -> New Person (Full Details)

ADFDI
Task: Manage HCM Role Provisioning Rules

Role: Human Resource Specialist


Licensing
Client IT Head - Oracle Sales Team -> Invoice -> Payment -> IT Head Receives Email From Oracle which has
Test Application/Instance
Production Application/Instance
Ondemand Instance1 - Seperate Cost - 6 Months
Ondemand Instance2 - Seperate Cost - 12 Months
Client -> RFQ -> TCS/WIPRO -> WIPRO -> Delivery Manager -> Project Manager -> Project Team (Functiona
Project Lead -> Conduction Workshops -> Gather the Requirement -> Matching Application Functionality -
GAP: Custom Solutions-> Implement-> Test -> UAT -> LIVE

Demo Implementation Users


SCM_Impl
FIN_Impl
HCM_Impl
Demo Business Users
Casey.Brown
Calvin.Roth
Frank.Eagan
Valery.Tobinski

1 Application Look and Feel, Enabling the offerings 1. Employee - Run Programs/Reports/Jobs/Job Set- every Employee to
2 Implementation User Creation company
3 User Category 2. IT Security Manager - User & Role Management- Only Admin of company
3. Application Implementation Consultant - Access to Setup & Maintainance
4 User Management Table:
4. PER_USERS - View & Manage all ESS Jobs submitted by the users -
ESS Administrator
5 Fusion Security - Roles Manage Programs Submitted all the users
6 Roles Overview
7 Oracle Documentation User, Implementation Guides, Roles, Tables, Setup Videos, User Training Videos
8 Custom Roles Manual, Copy
9 Implementation Project Creation (Optional)
10 Sandbox Apperance, Structure
11 Connect to the database 3rd Party Tool - SQL Connect
12 Enterprise Structure
Oracle Fusion
Enterprise
Division (optional) - LOB (Tele, Constru) OR Region (US, AU,CA, IND) - US Tele,
IND Tele, US Const, IND Constructions
Ledger - Currency, Calendar, COA, SLA (Standard Accrual)
Legal Entity
Business Unit
Item Master Org (Logical Org)
Inventory Organization
Subinventory (Warehouse)
Locator (optional)
Reference Data Set
Different Ways Rapid Implementation
Enterprise Structure Configurator (Establish Enterprise Structures)
Manual

Enterprise configuration - Manually


1 Reference Data Set (COMMON) Or Define your Reference Data Set
2 Manage Location (Enterprise, Business Unit, Inv Org1, Inv Org2)
3 Enterprise (Edit)
4 Legal Address
5 Create Legal Entity
6 Associate LDG to Legal Entity
7 Currency (Use Existing Currencies)
8 Accounting Calendar
9 Value Sets - Company ), Department, Acco(Mandatoryunt (Mandatory)
10 Create Structure
11 Create Structure Instance (Global or Locally (IND, US, CHINA, SG)
12 Deploy
13 Valueset qualifier
14 SLA or Accounting Method (Standard Accrual)
15 Ledger creation
16 Specify Ledger options
17 Associate Legal entity to Ledger
18 Review and Submit Accounting Configuration - Verify Ledger Status
19 Business Unit
20 Business Functions
21 Manage Service Provider Relationship (Just Verify)
22 Manage Business Unit Set Assignment (Just Verify)
23 Item Master Org
24 Shift
25 Workday Pattern
26 Schedule (Calendar)
27 Create Locations for Inventory Organizations
28 Physical Inv Org's (Hyd, Blre) (New York, California)
29 Sub inventories
30 Locators
31 Value Sets - Block, Floor, Room
32 Structure
33 Structure Instance
34 Deploy

1 Department
2 Jobs
3 Position
4 Employee Creation (Setup Task -> Manage User (Short Details), Home Page -> My Client Groups -> New Pe
5 Assign Roles - Job of an Employee
6 Data Access
7 Auto Provision Roles
8 HDL Process (Technical) - Bulk creation/upload Employees & Roles

Business User/Employee Creation


1 My Client Group - Springboard
2 Manage Users - Setup & Main..
Receives Email From Oracle which has Application Details
https://XXXX-test.fa.ap1.oraclecloud.com/
https://XXXX.fa.ap1.oraclecloud.com/
https://XXXX-dev1.fa.ap1.oraclecloud.com/
https://XXXX-dev2.fa.ap1.oraclecloud.com/
t Manager -> Project Team (Functional Consultant (SCM, Finance, HCM, Technical Consultants)
> Matching Application Functionality -> Configure Application -> Testing -> Users Acceptance Testing -> LIVE (Production)

Procurement/Finance/Projects
Procurement Transactions
Inventory Transactions
Sales Order Transactions

Oracle EBS
Business Group
NA
Ledger - Currency, Calendar, COA, SLA
Legal Entity
Operating Unit
Item Master Org
Inventory Organization
Subinventory
Locator
NA
https://www.youtube.com/watch?v=vSOGiMepkh4

Task Name: Manage Legal Entity HCM


Information

COA

Business Unit Setups


Business Unit Setups

Inventory/Warehouse Calendar

Predefined, Dynamic, Item Level


Row, Rack, Bin
Block, Floor, Room,

e Page -> My Client Groups -> New Person (Full Details)

ADFDI
Task: Manage HCM Role Provisioning Rules

Role: Human Resource Specialist


Product Management

Job Roles Product Manager Used to define items manually


Product Data Steward Used to upload items using FBDI Process

1 Item Life Cycle Phases S&M Design, Prototype, Production, Obsolete


2 Manage Item Statuses S&M Active, Inactive
3 Manage Item Types (Lookup) S&M FG, KIT, SubAssembly, ATO, Spare Part, Service Item etc
4 Manage Operational Attribute Group S&M 290+ Attributes
5 Manage Item Class S&M Root Item Class
6 Manage Unit Of Measures S&M No Seeded Data, 19d- Task level upload
7 Item Catalog -> Categories -> Assign to functional areDashboard, S & M
8 Item Profile options S&M Site, User
9 Assign Roles - Product Manager, Product Data Steward
10 Try - Single Item Creation, Copy Item
11 Mass
Compare Items(like assigning category to all items
updates
12 etc)
13 Delete Groups

Item Upload https://www.youtube.com/watch?v=bCxyEfC_roY&list=PLcbvLz9USpXvyaZElfHG_lrc5cKdrbk9z


FBDI - File Based Data Import
Download Spreadhsheet from Oracle Site - Public
1 Url Download
2 Fill the data & Validate the Data Fill the data
3 Convert the spreadsheet into CSV and .Zip file .Zip File
UCM=Universal Content
4 Save file in UCM Server (.Zip) Manager
5 Run 'Load Interface file for import' Interface Tables
6 Item Import/Import Supplier/Import Sales Order Base Tables

Time Min Currency


Sec
Hrs

Area Sq feet
Sq inches
Acres

Quantity Each (Base UOM) Volume


Box
Dozen
Pack
1 Dozen = ? Each
1 Box = ? Each
KG
Bag
Unit Measures Class - Base UOM
UOM
Conversion
1.Intra Class Conversion Item
2.Inter Class Conversion Item
3.Standard Conversion 1 Doz = 12 Eaches

INR
USD
SGD
KRW
Ltr
Barrel
Reference Data Set US BU UK BU SG BU
RDS COMMON COMMON COMMON

Payment Terms RDS


30NET COMMON IND RDS
45NET COMMON
Immediate COMMON
2/10 NET30 COMMON
NET 10 COMMON
COD COMMON IND RDS
IND BU
Locations
Hyd Loc IND RDS Payment Terms
Blre Loc IND RDS Locations
Chennai Loc IND RDS Jobs
Departments
Jobs
Manager COMMON
SR Manager COMMON
Director COMMON 1. Business Functions
2. Service Provider
Procurement Models Relationship
1. Business Functions
1 Decentralized Conditional based 99% 3.
2. Configure
Service Provider
Always 1 BU has
procurement: the
Multiple Requisition Business
Relationship
2 Centralized procurement
BU are havingauthority
the Function Options
3. Buyer Assignment
3 Global procurement authority Rule

Conditions UK Procurement BU US Procurement BU


Amount >50000 >80000
Category Electronics Hardware
JAPAN BU IND BU CAN BU
COMMON COMMON COMMON

COMMON

IND RDS
IND RDS
COMMON
COMMON
Transacti
ons Mis Receipt Increase on-hand Source -> Destination
Mis Issue decrease on-hand Source -> Destination
Create & Submit -> Create Pick
Sub Inventory Transfer SI1 -> SI2
(Pickslip Doc) ->Confirm Source -> Destination
Requisition (Manual), Auto - Pickwave,
Movement Request (MR) Pickslip Replinshment, Job Movement Request
Inter Org Transfer Inv1 <--> Inv2 Automatically on-hand get update in the
Direct destination org
Intransit Source -> FOB -> Receive by Destination org
Hyd -> Blre, Intransit value report

Physical Couting Video https://www.youtube.com/watch?v=R0yDEmDHCPw


SI NO Object Name Task Upload ADFDI FBDI
1 Locations Yes Yes No
2 Departments Yes Yes TBD
3 Jobs Yes Yes TBD
4 Position Yes Yes TBD
5 Unit of measures Yes No No
6 Items No No Yes
7 Item Categories No No Yes
NO Test Case Name Expected Result Actual Result Status Re Test
1 try without entering number in the pwd should not allow allowing Fail Yes

You might also like