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Oracle Supply Chain Management

Agenda of various Modules
The detailed agenda will follow after the agenda highlights.
You will also get the latest Instance to practice the concepts for 3 months.

Agenda Highlights
Fusion Inventory (Approximately 35 hours)
1) Creation of an Enterprise structure with Chart Of Accounts , Ledger , Legal Entiry and
Primary Ledger
2) Business unit Creation with Reference Data Set.
3) Employee Creation with Job , Position and Department
4) Legal user Creation with Roles
5) Location Creation
6) Facility Shifts , Work Day Pattern and Schedules creation
7) Item organization.
8) Inventory org creation (Master and two child orgs)
9) Tie orgs to locations
10) Sub Inventory creation
11) Carriers and transit times
12) Data access for Inventory Manager , Receiving Agent , Warehouse Manager and Shipping
Manager
13) Catalogs in Fusion
14) Item statuses
15) Life Cycle Phases
16) Transaction reasons
17) Average Costing setups
18) Manage Life cycle Phases
19) Manage item classes
20) Function Security and Data Security for Product Data Steward for all orgs.
21) Manage Item Creation Templates
22) Item Creation
23) Setting Inventory valuation account in Manage Mapping Set
24) Miscellaneous Receipt with cost.
25) Pushing the transaction to Costing
26) Cost account distribution creation and observing the Average Cost
27) Specify Supplier Numbering
28) Manage Procurement Agent
29) Manage freight Terms Lookup
30) Manage Procurement Document Numbering
31) Manage Common Options for Payables And Procurement
32) Configure Requisitioning Business Function
33) Configure Procurement Business Function
34) Manage Mapping Set for Material Charge Account and Invoice Price Variance Account
35) Supplier Creation Failure of site creation
36) Manage Procurement Agent
37) Successful Site Creation for a Supplier

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38) Serial Control
39) Lot Control
40) Org controlled and Master Controlled attributes
41) Revision Numbers
42) Revision Control
43) Locator Control
44) Sub inventory restriction
45) Locator restriction
46) Material Status Control
47) Miscellaneous Receipts and issues
48) Review Completed transaction
49) Transaction source and Types
50) Account Alias Transfers
51) Sub Inventory Transfers
52) Picking rules
53) Movement Requests
54) Item Transaction Defaults
55) Inter org Transfers – Direct and In-Transit
56) Min Max Planning (Org and sub Inventory level)
57) MM with sub Inventory level sourcing (Movement Request)
58) MM with Supplier Sourcing (Supply Chain Orchestration)
59) Release sequence rule , Pick slip Grouping rule, Ship Confirm rule , Shipping Parameters
60) MM with org level sourcing (Transfer orders)
61) Pick wave for Manual Allocation of Movement requests and Manual Pick Confirm
62) ABC Analysis
63) Cyclic Counting
64) Physical Inventory
65) Item defining Attributes
66) Status Attributes
67) Asset and Expense Items
68) Asset and expense Sub Inventories
69) Attribute groups
70) Status Codes
71) Item Types
72) Item relationships
73) Units Of measure
74) Dual units of Measure
75) Item Import using FBDI
76) Stock import using FBDI

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Fusion Procurement (Approximately 30 hours)

The other Pillars namely Self Service Procurement, Sourcing, Procurement Contracts, Supplier
Portal and Supplier qualification are not covered in this training

Please check the below agenda before you proceed.

Since enterprise Structure is already created during Inventory, the same one is used for
demonstrating Procurement.
1) Creation of 3 legal users for demonstrating approvals.
2) Manage Task Configuration for Procurement
3) Manage sub Ledger Accounting Options
4) Manage Payment Terms
5) Manage Purchase Profile Options
6) Manage Purchasing Line Types
7) Manage Document Style
8) Explanation of Procure to Pay Business Process highlighting Charge , Accrual and
Variance accounts
9) Demonstrating the 6 ways of approval of a PR (Auto Approval , Approval by a worker ,
Approval Group , Job level , Supervisory level and Position level approvals.)
10) 4 ways of populating the Charge account in a PO (Asset item , Expense Item and Service
Item.
11) Transaction Accounting Definition (TAD)
12) Category Based Charge Account by setting TAB / TAD
13) PO validation failure for Accrual Account.
14) Setting Accrual Account at Manage mapping Set.
15) Standard Purchase orders with Automatic Approval
16) Setting and testing of PR-CPA-SPO for a Semi-Automatic Functionality
17) Setting and testing of PR-BPA-SPO for a Fully Automatic Functionality
18) Touchless Buying
19) Direct , Standard and Inspection Receipt Routing
20) Corrections on the Material Receipt
21) Return to supplier
22) Substitute receipts
23) Unordered receipts
24) Process all lines together
25) Print Receipt Traveller
26) Include closed POs for Receipts
27) Allow routing override
28) Blind Receiving
29) Other controls in receiving parameters
30) Setting Payabes-Invoice Options
31) Open periods of GL and AP
32) Create a ERS invoices upon receipt with GRN Number (Receipt) in Invoice Number
33) Create a ERS invoices upon receipt with Packing Slip in Invoice Number
34) Debit memo on RTS
35) Open PO Import
36) Supplier Import

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Fusion Order Management (Approximately 45 hours)

This training will not cover Oracle Business Rules , Pre and Post Transformation rules
, Pricing Algorithm and Extensions as they need XML and ADF knowledge.

1) Creation of an Enterprise structure with Chart Of Accounts , Ledger , Legal Entiry and
Primary Ledger
2) Business unit Creation with Reference Data Set
3) Employee Creation with Job , Position and Department
4) Legal user Creation with Order management Roles
5) Location Creation
6) Facility Shifts , Work Day Pattern and Schedules creation
7) Item organization.
8) Inventory org creation (Master and two child orgs)
9) Tie orgs to locations
10) Sub Inventory creation
11) Carriers and transit times
12) Data access for Inventory Manager , Receiving Agent , Warehouse Manager and Shipping
Manager
13) Catalogs in Fusion
14) Item statuses
15) Life Cycle Phases
16) Transaction reasons
17) Manage Item Class
18) Item Creation - d0101_std_order and d0108_substiture_item. Mention the above as
Substitute Item.
19) Keep a stock of 1000 for both the items
20) Collect Organisation in Reference data with Collection Type as Net Change.
21) Observe your organization appearing for the source system OPS in Manage Organization
List
22) Enable for Collections for your orgs. Master org is not required.
23) Again repeat the Collection process for Items , orgs in Reference data and On hand in
Supply Planning Data with Collection Type as Net Change.
24) Create a Infinite availability based ATP rule and Observe listing of our Inventory orgs for
Organisation Level Assignment basis under ATP Rule Assignment.
25) Create Customer
26) Collect Customer and Order Orchestration Reference Objects in Reference data with
Collection Type as Net Change.
27) Specify Supplier Numbering
28) Manage Procurement Agent
29) Manage Freight Terms Lookup
30) Manage Procurement Document Numbering
31) Manage Common Options for Payables and Procurement
32) Configure Requisitioning Business Function
33) Configure Procurement Business Function
34) Manage Mapping Set for Material Charge, Accrual, Variance and Inventory Valuation
Accounts.
35) Create a Requisition and approve
36) Supplier Creation
37) Create item… d0105_cost_plus_pricing. Receive with a cost and calculate cost and run
Create Accounting
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38) Refresh and Start Order promising Server ESS job.
39) Set the order Profiles DOO_CURRENCY_CONVERSION_TYPE,
DOO_DISPLAY_CURRENCY
40) Default Price periodicity UOM Class , IVO, Product Catalogs
41) Manage Order Management Parameter Configuration Effective date Customer
Relationship types IVO Preparer for procurement…etc
42) Customer Sales Order Fulfillment – Enabled
43) Drop Ship – Enabled
44) Go to Pricing Lookups and query for ORA_QP_REV_POTENTIAL_VALUES and create a
value d01_high
45) Query for the Lookup ORA_QP_CUST_PRICING_SEGMENTS and create a pricing
segment
46) Set a Customer profile for our customer
47) Create a mapping for our pricing profile with the created pricing segment
48) Create a Pricing Strategy for our Business Unit and USD.
49) Manage Pricing Strategy Assignments. Add our Pricing Segment and map it to our Pricing
Strategy
50) Create a price List and Approve
51) Create an all items price of 1.02. set a price of 10 USD for the first item d0101_std_order
52) Associate our price list to Pricing Strategy
53) Provide Data Access. Create a Sales Order and submit. It will progress to Awaiting
Shipping
54) Go to Inventory Icon – Shipments – Manage Shipments Lines – Auto Create Shipments.
Observe the error on Auto create shipment that the shipping parameters are not defined.
55) Release Sequence Rule
56) Pick Slip Grouping rule
57) Ship Confirm Rule
58) Release rule.for the 2nd Org
59) Create a rule to print Ship confirm documents.
60) Set the Output Preferences for printing the document
61) Shipping Parameters in Fusion for all the two child orgs.
62) Create an Infinite supply ATP rule for both the child orgs.
63) Admin Profile MSP_DEFAULT_ASSIGNMENT_SET…at Site level choose Global Order
promising.
64) Create a sales order and ensure the price is defaulting.
65) Fulfill a sales order by shipping with Billing error.
66) Add Accounts Receivable Manager and add data access
67) Add Billing and Revenue Management in Assign Business Unit Business Function
68) Set the System Options
69) Set the RDS for all Receivables Ref data set
70) Manage Transaction Types
71) Manage Transaction Sources
72) Manage Remit to Addresses
73) Set Auto Accounting except Deferred Tax
74) Open GL and Receivables period.
75) Manage Receivables Profile Options
76) Create a Sales Order and complete the billing cycle by running Import AutoInvoice ESS
job.. Observe the line status as closed.
77) Process a Return Order for processing a Return with Inventory Receipt and the creation of
a Credit Memo
78) High Level Reservation for Lot Controlled items

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79) Serial Generation at Inventory Pick
80) Serial Generation at Sales Order Issue
81) Back Ordering in Staging area
82) Locator Controlled Staging
83) Inspection Before Despatch
84) Defaulting Rules
85) Substitute Item
86) Line split in Sales order with manual reservation
87) DOO Customization – No Reservation
88) Create Order type for No reservation
89) Assign the customized process to the created Order Type
90) Two variants during Shipping
91) Drop Ship Process
92) Sales Order Approvals
93) Holds and Releases
94) Credit Check
95) Kit Item – Laptop_computer with components as laptop , carry case free item , 2 Year
Extended warrenty
96) Processing Constraints
97) Create the following items - d0101_std_order, d0113_tiered_highest,
d0114_tiered_all_tiers, d0115_tiered_block, d0116_cost_plus_pricing,
d0117_discount_simple, d0118_discount_all_tiers, d0119_Extended_Warrenty,
d0120_Subscription
98) Back_to_Back_Buy
99) Back_to_Back_Transfer
100) Drop Ship using GOP
101) Back_to_Back_Make
102) Configurator

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E Biz Inventory Agenda

E Biz Inventory Management Fundamentals
Inventory Basics
1. Location and Calendar creation
2. Inventory Org Creation – Accounting Info, Inventory Info, Receiving Info
3. Change working org
4. Create item
5. Miscellaneous Receipt
6. Open Accounting Periods
7. Miscellaneous Receipt
8. Create Sub Inventory
9. Material Balances
10. On Hand Availability – On Hand Quantity
11. Item – Item Search
12. Material Transactions
13. Transactions – Material Transactions
14. Transactions – Transaction Summaries

Controls
1. Serial Control
2. Lot Control
3. OCA – MCA
4. Revision Numbers
5. Revision Controls
6. Locator Control
7. Sub Inventory Restrictions
8. Locator Restrictions
9. Material Status Control

Material Transfers
1. Misc. Receipt
2. Misc. issues
3. Transaction Source
4. Transaction Type
5. Account Alias Transfers
6. Sub inventory Transfers
7. Move Orders
8. Item Transaction Defaults
9. Inter org Transfers – Direct
10. Inter Org Transfers – Intransit

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Replenishments
1. Min Max Planning
2. Re-Order Point Planning
3. Kanban Replenishment
4. Replenishment Counting
5. Periodic Automatic Replenishment

Accuracy
1. ABC Analysis
2. Cyclic Counting
3. Physical inventory

Inventory Fundamentals
1. Units Of Measure
2. Asset / Expense Items
3. Item Defining Attributes
4. Status Attributes
5. Status Code
6. Pending Status
7. Status Attributes with Sets value
8. Item Types
9. Templates
10. Item Relationships
11. Customer items
12. Manufacturer’s part Numbers
13. Cross References
14. Item Information
15. Catalogue Groups
16. Organisation Copy
17. Organization Access
18. Org Hierarchy
19. Delete Items
20. Build Positions
21. Multi Org Quantity

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E Biz Purchasing Agenda

E Biz Purchasing Fundamentals
1) An introduction to Procure to Pay Process
2) Creation of a branched enterprise structure with new OU, IMO and INV.
3) Creation of new Responsibilites and users for demonstrating hierarchical
approval.
4) Creation of Jobs, Positions, Employment and Hierarchy.
5) Setting the OU for Purchasing – Preliminary Setups (Financial Options and
Purchasing Options)
6) Detailed setups (Approval Groups, Approval Assignments, etc..)
7) Routing the requisition through the hierarchy and demonstrate the approval
process (Approve, Approve and Forward, Forward, Reject, Re-assign and
Request Information)
8) Document type options (Approver can modify, Can Change Forward to,
Security & Access, etc..)
9) Vacation Rules
10) Supervisor Hierarchy
11) Approvals Management Engine.
12) Creation of a new Buyer and associated setups.
13) Return and split the requisition.
14) Auto and Manual creation of RFQ from Auto Create area.
15) Bid, Std and Catalogue RFQs and Quotes and approvals.
16) Supplier Creation
17) Supplier Merge
18) Supplier List
19) Supplier Item catalogue.
20) Requisition Templates.
21) Creation of 6 Purchase orders (CPA,SPO,PPO,SR,BPA and BR)
22) Comparision of POs
23) Procurement Process
24) Defaults flow into various Purchasing docs.
25) Receiving (Direct, Standard and Inspection)
26) Supplier Returns and Corrections.
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27) Advanced Receiving (Express, Cascade, Unordered, Blind, Substitute, etc.. in

Receiving Options)
28) Retro Active pricing.
29) Pay on Receipt [ Evaluated Receipt Settlement(ERS)]
30) Debit Memo on RTS.
31) Purchasing Options
32) Automatic Document Creation – 2 Ways [ SR,ASR,ASL and (Blanket &
Quotation)]
33) Min Max to Blanket Release
34) Advanced pricing in Purchasing [ SR,ASR,ASL and CPA]
35) Consigned Inventory.
36) Vendor Managed Inventory.
37) Payables Accounting Process
38) Purchasing Accounting
39) Procure to Pay Life Cycle

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E Biz Order Management Agenda

E Biz Order Management Fundamentals
OM Setups:

Creation of an OM Responsibility
Creation of an Operating Unit, IMO and INV
OM – Preliminary Setups (System Options and Item validation Organisation)
Profile Class
Order & Line Transaction types creation.
Setting profiles qp:ivo and oe:ivo
Price list creation with PTE and SSC profile settings.
Customer Creation.
Document Sequencing.
Creation of a Sales Order.
Creation of an Item with proper attributes
Item on a Price List
Item on Sales Order.
Item on a warehouse

Basic Pricing:

Price for all items, Item Category and Item Numbers, UOM Conversion and
Exclusive price
Price Break Header – Point – Unit price
Price Break Header – Range – Unit price
Price Break Header – Range – Block price

Advanced Pricing:

Discount Modifies
Coupon Issue
Item Upgrade
Ask For promotions
Buy one Get one free
Freights and Special Charges
Advanced Pricing in Purchasing

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Order Entry:
Defaulting Rules
Processing Constraints
Version History
Scheduling/Reservation
CSR/Schedulers
Auto Schedule
Below will be demonstrated in Vision’s Responsibility as Purchasing is involved
Drop Shipment
Assemble To order (ATO)
Pick To order (PTO)
Back to Back Order
Available To promise (ATP)
Point of Sale (POS)
Related Items
Item Orderability
Credit Check
Sales Person
Sales Credit
Holds / Releases
Copy/Cancel
Manual Split
Mass Change
Blanket Sales Agreement
Return Material Authorisation (RMA)

Shipping Execution:
Basics of Shipping Execution
Shipping Entities (Detail, Delivery, Stop and Trips)
Grants & Rolls
Shipping Parameters
Launch Pick Release
Release Rule
Release Sequence Rule
Pick Slip Grouping Rule
Picking Rule
4 ways of launching Pick Release
Ship Confirm Process
Shipping Rule
Interface Trip Stop
Closing of Sales Order and send data to Interface table of AR
Shipping of Items with various Item Controls
Internal Sales order
E Biz Manufacturing Agenda
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Manufacturing training (BOM, WIP and Product Costing)

1) Create Engineering Items a1_e1 to a1_e10

2) Create engg bills a1_e2 and a1_e1
3) Indended Bills
4) Copy Bills
5) Common Bills
6) Items where used and Resource where used.
7) Substitutes and Reference Designators.
8) Document creation, Publishing and attachments
9) ECO.
10) Resources, Departments, Standard Operations and Routings.
11) Options and Mutually exclusive Bills with included items.
12) Cost Types
13) Standard Cost Roll up with
Cost of Material, Material Overhead, Resource and Overhead costs.
14) Job Costing with variance analysis (charging and relieving) and WIP Value
Summary.
15) Close Discrete jobs.
16) Lead Time Management with Cumulative Manufacturing Lead Time and
Cumulative Total Lead Time.
17) Material Supply Types (Push, Operation Pull, Assembly Pull, Phantom,
Supplier and Bulk)
18) Resource Charge types (Manual, WIP Move, PO Move and PO Receipt),
19) Count Point, Auto Charge and Back Flush
20) Move transactions, WIP Material and Completion transactions.
21) Shop Floor Statuses.
22) Simulation and creation of a Job.
23) Material and Resource modifications in a released job.
24) Moving assemblies with Lot and serial controlled FGs and its components.
25) Work orderless completions.
26) Assemble to order process with OM to WIP integration (ATO Model and Star
items)
27) Pick to order process (PTO Model)
28) Packing and Unpacking of Kits with non-standard jobs.
29) Outside Processing Jobs in a Manufacturing Collaboration.

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E Biz iProcurement Agenda

Oracle R12.x iProcurement.

1) iProc Responsibility creation

2) iProc User creation
3) Operating unit creation
4) Master Inventory Org Creation
5) Setting Financial Options
6) Setting Purchasing Options
7) Approval Groups
8) Approval Assignments
9) iproc employee creation
10) Supplier and Supplier User Creation
11) Purchasing Category Creation
12) Item creation with the above categories
13) Information template
14) Smart Forms
15) Category Hierarchy
16) Local Content
17) Store Creation
18) Global Blanket Purchase Agreement
19) Three ways of populating item in iProc store
20) Base Descriptors and Category Descriptors
21) Information Content Zone
22) Setting user Preferences
23) Compare items before check out
24) Create requisitions on Check out.
25) Requisition Changes
26) Requestor Initiated changes to PO
27) Copy Req to Shopping Cart
28) Cancel Requisitions
29) Creating Non-Catalogue Requisitions
30) Change Delivery Info
31) Change Delivery and Billing Info
32) Splitting Cost across charge accounts Adding Attachments
33) Enable Supplier authoring in Global BPA.
34) Enable Catalog administrator authoring
35) Receive items in iProc
36) Processing Corrections
37) Processing Returns
38) Manage Life Cycle Tracking
E Biz Sourcing Agenda
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Sourcing
1. Sourcing Administrator, Approver and Buyer with user creation
2. Sourcing branched enterprise structure creation.
3. Supplier user creation
4. Sourcing admin setups like Reusable Attribute Lists, Cost factors etc,
5. Negotiation Style, Template and events
6. Create an RFQ and respond in a Auction
7. Approve and Publish RFQ
8. Pause, Restart and extend a negotiation
9. Supplier Lock Out
10. Score requirements
11. Use of Live console to monitor a negotiation
12. Response analysis on a negotiation
13. Award Negotiation
14. Generate a PO from Sourcing
15. Two stage RFQ with Technical and Commercial bids
16. Unlocking and unsealing the technical stage
17. Unlocking and unsealing the Commercial stage
18. Award by Quote
19. Reverse auction
20. Multiple rounds of negotiation with auto price decrementation
21. Analyse and award an Auction
22. EMD Setups
23. EMD Transactions
24. Auto Create to Sourcing RFQ

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E Biz ASCP
Intro to ASCP
1. What is an ASCP Plan
2. Supply Chain Modeling setups
3. Planning Server Setups
4. Unconstrained Plan
5. Enforce Demand Due dates Plan (EDD)
6. Enforce Capacity Constraints Plan (ECC)
7. Pegging
8. Product Costing
9. Lead Time Management
10. Penalty factors
11. Optimised Plan

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The detailed agenda for Fusion INV , Fusion Procurement and Fusion Order
Management

---------------
Fusion Inventory Agenda
----------------

Implementation Steps for Fusion Inventory

Description Task Value
1 Create Implementation users for Create Display Name: a01_Imp_User
Enterprise Structure Configuration Implementation User Name: a01_Imp_User
users Password: Oracle123
2 Roles for a01 Roles tabbed ALL USERS
region Application implementation
Consultant
IT Security manager
Employee
3 Configure Offerings
4 Create Implementation Project
5 Manage Enterprise HCM Manage This is a one time definition of the top
Information. The start date must Enterprise HCM Enterprise. To be done only in the
point to 1/1/1951 so that any Information beginning of enterprise structure
employee record, who has joined in configuration..
the year 1960 can even be pulled
into the system. Ensure People
Group Flexfield is populated.
6 Create Locations 0, 1 and 2 Manage Name & Code:
Locations a01_loc_0
a01_loc_1
a01_loc_2
Location set: Common set
Fill Address
7 Create legal Jurisdictions. It has Manage Legal Name “ a01_Legal_Juri
three 1) Identifying , 2) Income-Tax Jurisdictions Territory: US
and 3) Transaction Tax Legislative Category: Federal tax
Reg. Code: LE Reg. No.
Legal Rep. Unit Reg. Code: LRU
Reg. No.
Legal Function: Income Tax Control
8 Create Legal Authorities for Paying Manage Legal Tax Authority Type: Reporting
and Reporting Taxes Authorities Legislative categories: Transaction
Tax
9 Create our Legal Address Manage Legal a01_legal_Addr1
Address
10 Manage Legal Entity Manage Legal Name & identifier: a01_LE
Entity Legal Employer
Payroll Sta. Unit: DONOTUSE4

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11 Manage Legal Entity HCM Manage Legal Under Position Synchronization, put
Information. Select the LE in scope Entity HCM a tick on Jobs and Positions = Yes
before the task. Information and submit. In payroll statutory unit
tabbed region associate LDG
12 Manage Chart Of Accounts Value Manage Chart a01_CO , Ind , Char, Length:2
Sets Of Accounts a01_Dept , Ind , Char, Length:3
Value Sets a01_Acct , Ind , Char, Length:4
13 Manage Accounting Calendars. It Manage Name: a01_Acctg_Cal
self validates , upon saving. Accounting Budgetary Control Only: NIL
Calendars Monthly, Adj period at year end
14 Manage Chart Of Account Manage Chart Name: a01_COA
Structures. For Application General Of Account Segments:
Ledger…Manage Structures. Attach Structures a01_Company….. Primary Bal. Seg
the respective value sets. a01_Dept…. Cost centre
a01_Account….. Natural Account
15 Manage Instance Code: a01_COA_Instance
Structure Dynamic Insert allowed.
Instances button
16 Deploy Flexfield Concurrent runs.
button
17 Manage Chart Of Accounts Value Manage Chart CO: 10,11
Sets…. query all value sets. Of Accounts Dept: 100, 101
Segmental qualifiers Summary = Value Sets Acct: 1000, 1 ,2 , 3
No, Allow budgeting = Yes , Allow Manage Values
Posting = Yes for all accounts of Button
Company and department
18 For natural Accounts.. Segmental Manage Chart 1000 – Asset
qualifiers Summary = No, Allow Of Accounts 1001 – Liability
budgeting = Yes , Allow Posting = Value Sets 1002 – Expense
Yes. Account type as per last Manage Values 1003 – Owners Equity
column. Button
19 Manage Primary Ledgers Manage Primary Primary Ledger: a01_Ledger
Ledgers COA: a01_COA
Cal: a01_Acctg_Cal
Cur: USD
Convention: Standard Accrual
20 Specify Ledger Options Manage Primary Specify Retained earnings Account
Ledgers and language. Save
21 Assign Legal Entities…Select and Assign Legal Scope is selected as a01_LE
Add Entities
22 Assign Balancing Segment Values Assign Ledger and LE are tied.a01_ledger is
to Legal Entities: a01_Ledger Balancing tied to a01_LE
Segment to
Legal Entities:
23 Review and Submit Accounting Review and Submit. Create Accounting process is
Configuration: a01_Ledger Submit submitted.
Accounting
Configuration:
24 Manage Primary Ledgers Manage Primary Look at the status “confirmed” with a
Ledgers tick mark for our Ledger

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25 Open the first period. On the left Open first Choose our Ledger. Submit the
pane in bottom search for “period” period concurrent for say Nov-15, if that is
your current month. Verify on the
scheduled process
26 Manage Business Units Manage Create a01_BU1..Location:
Business Units a01_Loc1 ,
27 Assign Business Unit Business Assign Business Scope: Select and add: a01_BU1
Function. Upon saving the BU roles Unit Business Business functions:
get provisioned to the BU Function Materials Management
Requisitioning
Receiving
Primary ledger: a01_ledger
Below legal entity …Enabled
Legal entity: a01_LE
28 Manage Business Unit Set Manage We use Common set for the three
Assignment. Here use the common Business Unit Reference data Objects Locations,
set for procurement. Other modules Set Assignment Jobs and Departments. Do not
may use a different Reference Data modify others.
sets for their functionality.
29 Manage Business Units..Go to Manage View the service providers
Actions…Manage Service providers Business Units
30 View Service clients View Service View Service Clients
clients
Create custom role and attach it to
implementation user.
36 Manage Job Manage Job a01_JM1 Code 7001Level: 7001
a01_AM1 , Code7002Level: 7002
a01_DM1 Code 7003Level: 7003
37 Manage Department Manage a01_Dept
Department
38 Manage Positions. They are date Manage a01_JMM1 Code 4001
effective names. It must show your Positions a01_ AMM1 Code 4002
above jobs. If not, change the start a01_DMM1 Code 4003
date to point to Enterprise start date
39 Create employment for New Person a01_emp1 a01_user1 as user.
procurement Requesters. Last under HCM
name and first name are must for
the system to provision Users for
transactions. Make them as an
employee and associate to a01_LE
with their respective jobs JM , AM
etc
40 Assign Roles to all the 3 Create Provision all rolls to this user.
Procurement Requestors. Go to implementation Application Implementation
OIM thro’ the task Create users Consultant
implementation users IT Security manager
Employee
Procurement Requesters
Procurement preparers
Advanced Procurement Requestor
Product Data Steward
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Inventory Manager
Global Order Promising
Administrator
Supply Chain Application
Administrator
Supply Chain Integration Specialist
Supply Chain Operations Manager
Supply Chain controller
Supply Chain Planning Applications
Administrator
Receiving agent
Warehouse Manager
Custom Human Specialist role
Procurement Manager
Accounts Payables...Manager ,
Specialist and Supervisor.
Product Data Steward
Supplier Manager
Supplier Administrator
General Accountant
General Accounting Manager
Shipping Agent
41 Item Org Creation Manage Item
Organizations
42 Manage Facility Shifts. Inventory Manage Facility
orgs allows 24 hour transactions, Shifts
irrespective of the 8 hours of work
defined here.
43 Manage facility workday Patterns Manage facility
workday
Patterns
44 Manage facility Schedules Manage facility
Schedules
45 Inventory org Creation - Master and Manage
two Child orgs Inventory
Organizations
46 Tie org to Locations Manage
Locations
47 Create Sub Inventories. Provide Manage
location for every sub Inv Subinventories
and Locators
48 Manage Carriers Manage
Carriers
49 Manage Transit Times Manage Transit
Times
50 Manage Data Access for Users. Manage Data
Provide access for both the child Access for
orgs for Inventory Manager , Users
Receiving agent & Warehouse
Manager roles.
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51 Category Sets and Categories in E
Business
52 Catalogs and Categories in Fusion
53 Manage Item Status Manage Item
Statuses
54 Manage Life cycle Phases Manage
Lifecycle
Phases
55 Transaction Reasons Manage
Inventory
Transaction
Reasons
56 Costing Setups
57 Item Class Creation Manage Item
Classes
58 Item Creation
59 Miscellaneous Receipt
60 Push to Costing and cost the
transaction

Basic Procurement
Setup
61 Specify Supplier Numbering
62 Manage Procurement Agent
63 Manage Freight Terms Lookup
64 Manage Procurement Document
Numbering
65 Manage Common Options for
Payables and Procurement
66 Configure Requisitioning Business
Function
67 Configure Procurement Business
Function
68 Manage Mapping Set for Material
Charge Account
69 Supplier Creation

Inventory Controls
70 Serial Control
71 Lot Control
72 Org Controlled and Master
Controlled attributes
73 Revision Numbers
74 Revision Control and Locator
Control
75 Sub Inventory Restriction
76 Locator Restriction
77 Material Status Control

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Inventory Material
Transfers
78 Miscellaneous Receipt
79 Miscellaneous Issue
80 Review completed Transactions
81 Transaction Source
82 Transaction Types
83 Account alias Transfer
84 Sub Inventory Transfers
85 Picking Rules
86 Movement Requests
87 Item Transaction Defaults
88 Inter org transfers - direct
89 Inter org Transfers - Intransit

Inventory
Replenishments
90 Min Max Setup for Org Level
sourcing
91 Print Min-Max Planning Report
92 Process Supply Chain orchestration
93 Basics of Shipping in E Business
94 RSR , PSGR and RR in E Business
95 4 Methods of Pick Release in E
Business
96 Ship Confirm Rule in E Business
97 RSR , PSGR and Ship Confirm rule
in Fusion
98 Pick wave, Movement Requests
and Auto Pick Confirm process in
Fusion
99 Ship Confirmation
100 Receipt of Material in Destination
org
101 Min Max Planning for Supplier
Sourcing
102 Min Max Planning for sub Inventory
sourcing
103 Min max Planning for sub Inventory
sourcing with Transfer Orders

Inventory Accuracy
104 ABC Analysis
105 Cyclic Counting
106 Physical inventory

Inventory Fundamentals
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107 Item Defining Attributes
108 Status Attributes
109 Asset Item and Expense Item
110 Asset and Expense Sub Inventories
111 Sub Inventory features like nettable,
Depreciable, Quantity tracked
112 Attribute groups
113 Status codes
114 Item Types
115 Item Relationships
116 Units of Measure - Primary and
Secondary
117 Use of Categories in Purchasing

PO Receiving
118 Direct , Standard and Inspection
Receipt Routing
119 Corrections
120 Return to supplier
121 Substitute receipts
122 Unordered receipts
123 Process all lines together
124 Print Receipt Traveller
125 Include closed POs for receipts
126 Allow routing override
127 Blind Receiving
128 Other controls in receiving
parameters
129 Setting Payabes-Invoice Options
130 Open periods of GL and AP
131 Create a ERS invoices upon receipt
with summary level as pay site and
Receipt
132 Debit memo on RTS

Fusion Procurement Agenda

Implementation Steps for Fusion Procurement
Description Task Value
Create Implementation users for Create Display Name: k50_Imp_User
Enterprise Structure Configuration Implementation users User Name: k50_Imp_User
Password: Oracle123
Organisation: Xellerate users
Roles for k50 Roles tabbed region ALL USERS
Application implementation
Consultant
IT Security manager

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Employee
Configure Offerings
Create Implementation Project
Manage Enterprise HCM Manage Enterprise This is a one time definition of
Information. The start date must HCM Information the top Enterprise. To be
point to 1/1/1951 so that any done only in the beginning of
employee record, who has joined enterprise structure
in the year 1960 can even be configuration..
pulled into the system. Ensure
People Group Flexfield is
populated.
Create Locations Manage Locations Name & Code: k50_Loc1
Location set: Common set
Fill Address
Create legal Jurisdictions. It has Manage Legal Name “ k50_Legal_Juri
three 1) Identifying , 2) Income-Tax Jurisdictions Territory: US
and 3) Transaction Tax Legislative Category: Federal
tax
Reg. Code: LE Reg. No.
Legal Rep. Unit Reg. Code:
LRU Reg. No.
Legal Function: Income Tax
Control
Create Legal Authorities for Paying Manage Legal Tax Authority Type: Reporting
and Reporting Taxes Authorities Legislative categories:
Transaction Tax
Create our Legal Address Manage Legal k50_legal_Addr1
Address
Manage Legal Entity Manage Legal Entity Name & identifier: k50_LE
Legal Employer
Payroll Sta. Unit:
DONOTUSE4
Manage Legal Entity HCM Manage Legal Entity Under Position
Information. Select the LE in scope HCM Information Synchronization, put a tick on
before the task. Jobs and Positions = Yes and
submit. In payroll statutory
unit tabbed region associate
LDG
Manage Chart Of Accounts Value Manage Chart Of k50_CO , Ind , Char, Length:2
Sets Accounts Value Sets k50_Dept , Ind , Char,
Length:3
k50_Acct , Ind , Char,
Length:4
Manage Accounting Calendars. It Manage Accounting Name: k50_Acctg_Cal
self validates , upon saving. Calendars Budgetary Control Only: NIL
Monthly, Adj period at year
end
Manage Chart Of Account Manage Chart Of Name: k50_COK50
Structures. For Application General Account Structures Segments:
Ledger…Manage Structures. k50_Company….. Primary
Attach the respective value sets. Bal. Seg
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k50_Dept…. Cost centre
k50_Account….. Natural
Account
Manage Structure Instance Code:
Instances button k50_COA_Instance1
Dynamic Insert allowed.
Deploy Flexfield Concurrent runs.
button
Manage Chart Of Accounts Value Manage Chart Of CO: 10,11
Sets…. query all value sets Accounts Value Sets Dept: 100, 101
Manage Values Acct: 1000, 1 ,2 , 3
Button
Segmental qualifiers for natural Manage Chart Of 1000 – Asset
Accounts and summary = No, Accounts Value Sets 1001 – Liability
Allow budgeting = Yes , Allow Manage Values 1002 – Expense
Posting = Yes for all accounts of Button 1003 – Owners Equity
Company and department
Manage Primary Ledgers Manage Primary Primary Ledger: k50_Ledger
Ledgers COA: k50_COA
Cal: k50_Acctg_Cal
Cur: USD
Convention: Standard Accrual
Specify Ledger Options Manage Primary Specify Retained earnings
Ledgers Account and language. Save
Assign Legal Entities…Select and Assign Legal Entities Scope is selected as k50_LE
Add
Assign Balancing Segment Values Assign Balancing Ledger and LE are
to Legal Entities: k50_Ledger Segment to Ledger: tied.k50_ledger is tied to
k50_LE
Review and Submit Accounting Review and Submit Submit. Create Accounting
Configuration: k50_Ledger Accounting process is submitted.
Configuration:
Manage Primary Ledgers Manage Primary Look at the status “confirmed”
Ledgers with a tick mark for our Ledger
Open the first period. On the left Open first period Choose our Ledger. Submit
pane in bottom search for “period” the concurrent for say Nov-15,
if that is your current month.
Verify on the scheduled
process
Manage Business Units Manage Business Create k50_BU1..Location:
Units k50_Loc1 ,
Assign Business Unit Business Assign Business Unit Scope: Select and add:
Function. Upon saving the BU Business Function k50_BU1
roles get provisioned to the BU Business functions:
Materials Management
Requisitioning
Receiving
Primary ledger: k50_ledger
Below legal entity …Enabled
Legal entity: k50_LE

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Manage Business Unit Set Manage Business We use Common set for the
Assignment. Here use the common Unit Set Assignment three Reference data Objects
set for procurement. Other Locations, Jobs and
modules may use a different Departments. Do not modify
Reference Data sets for their others.
functionality.
Manage Business Units..Go to Manage Business View the service providers
Actions…Manage Service Units
providers
View Service clients View Service clients View Service Clients
Manage Facility Shifts. Inventory Manage Facility Shifts Name: k50_G_Shift
orgs allows 24 hour transactions,
irrespective of the 8 hours of work
defined here.
Manage facility workday Patterns Manage facility Name:
workday Patterns k50_Work_Day_Pattwern
Manage facility Schedules Manage facility Name: k50_Schedule
Schedules
Manage Inventory Organisation Manage Inventory Name: k50_IMO1 / Code
Organisation k501
Create two Child orgs in the same Name: k50_Inv2 / Code k502
page Name: k50_Inv3 / Code k503
Manage Job Manage Job k50_JM1 Code 7001Level:
7001
k50_AM1 , Code7002Level:
7002
k50_DM1 Code 7003Level:
7003
Manage Department Manage Department k50_Dept
Manage Positions. They are date Manage Positions k50_JMM1 Code 4001
effective names. It must show your k50_ AMM1 Code 4002
above jobs. If not, change the start k50_DMM1 Code 4003
date to point to Enterprise start
date
Create employment for New Person under k50_emp1 k50_user1 as
procurement Requesters. Last HCM user.
name and first name are must for k50_emp2 , k50_user2
the system to provision Users for k50_emp3 , k50_User3
transactions. Make them as an
employee and associate to k50_LE
with their respective jobs JM , AM
etc
Assign Roles to all the 3 Create Provision all rolls to the first
Procurement Requestors. Go to implementation users user.
OIM thro’ the task Create Application Implementation
implementation users Consultant
IT Security manager
Employee
Procurement Requesters
Procurement preparers

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Advanced Procurement
Requestor
Inventory Manager
Receiving agent
Warehouse Manager
All HUMAN roles
Buyer
Procurement Manager
Accounts Payables...Manager
, Specialist and Supervisor.
Product Data Steward
Supplier Manager
Supplier Administrator
General Accountant
General Accounting Manager

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Purchasing setups will begin now.
Key Flex Field: MCAT for catalogs.
1 Manage Product and Child Value man%pro%chi% Create Independent and
Sets dependent value sets for
the module Item Catalogs
and create respective
values in Manage Values
button
2 Manage Key Flexfield for Catalogs man%key%cat% For the application…
Product Model,
forModule… Item catalogs
and for the KFF…. Item
Categories, create the
Structure , Structure
Instances and deploy them
3 Manage Catalogs man%cata% Create catalogs for the
above structure instance at
Master Level with enable
automatic assignments and
Items at Leaf Level. Create
categories for every
catalog.
4 Manage Default Catalogs man%def%cat% Assign the respect default
catalogs to their functional
areas. Once when items
are assigned to these
catalogs, functional area
assignments cannot be
changed.
5 Specify Supplier numbering Specify Supplier Specify the start number of
numbering Suppliers
6 Manage Procurement Agents Manage Procurement Duties that can be
Agents performed by Buyers like
Manage req, PO etc can be
defined for procurement
Business units.
7 Manage task Configuration for Manage task Seeded tasks for
Procurement Configuration for approvals. No need to
Procurement change. Look at the
notification.
8 Manage sub Ledger Accounting Manage sub Ledger Query for your ledger.
options Accounting Options Expand your ledger . Click
on Update option. Against
Transaction Account
Defenitionfield..enter

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Purchasing TAB Default
Accounting.
9 Manage Payment terms Manage payment terms Use the payment terms in
Common set
10 Create Carrier Manage Carrier
11 Manage Freight terms Manage Freight terms
lookup
12 Manage Purchase Profile Options Manage Purchase All profiles are of lesser
profile Options importance
13 Manage procurement Doc Manage procurement PR Numbers are BU
numbering Doc numbering specific. PO numbers are
LE Specific
14 Manage Purchasing Line Types Manage Purchasing Ensure Goods and Fixed
Line Types Price services are there.
Set it to 3 way- Receipt
15 Manage document Style Manage document
Style
16 Manage Life Cycle Phases Manage Life Cycle K50_PRODUCTION
Phases
17 Manage item statuses Manage item statuses Retain the def statuses of
Active and inactive
18 Manage Common Options for Manage Common Put 10-101-1001(Liability
Payables and Procurement. First Options for Payables account) on all mandatory
select the scope. and Procurement fields. This will be normally
set by the payables team.
19 Configure requisitioning Business Configure requisitioning
Function Business Function
20 Configure procurement Business Configure procurement
Function Business Function
21 Manage Item Class for Function Manage Item Class
and Data Security
22 Creation of a template for Item Creation of a template
Creation for Item Creation
23 Item Creation in PIM Create Item
24 Failure on creation of a Purchase
Requisition
25 Explanation of Procure to Pay
Business Process highlighting
Charge , Accrual and Variance
accounts
26 Setting Manage mapping set for Manage Mapping Set
Cost management for PR creation
for Asset Item
27 Creation of a Purchase requisition
28 Demonstrating the 6 ways of
approval of a PR (Auto Approval ,
Approval by a worker , Approval
Group , Job level , Supervisory level
and Position level approvals.)

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29 4 ways of populating the Charge
account in a PO (Asset item ,
Expense Item , Service Item and
category level override for service
item) demoed in E Biz.
30 Demo of charge account for
Expense and service items in a
requisition.
31 Supplier creation and failure on site
creation. Set Procurement agent
and create site.
32 Failure on creation of a Purchase
Order
33 Setting Manage Mapping set for
Cost management for PO creation
(Accrual account)

34 Creation of a standard Purchase

order

35 Demo of CPA-SPO in E Biz

36 Setting and testing of PR-CPA-SPO

in Fusion
37 Demo of BPA-BR and auto create
PR to PO in E Biz
Setting and testing of PR-BPA-SPO
for auto create of PR into PO in
Fusion
38 Direct , Standard and Inspection
Receipt Routing

39 Corrections
40 Return to supplier

41 Substitute receipts

42 Unordered receipts

43 Process all lines together

44 Print Receipt Traveller

45 Include closed POs for receipts

46 Allow routing override

47 Blind Receiving
48 Other controls in receiving
parameters
49 Setting Payabes-Invoice Options
50 Open periods of GL and AP
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51 Create a ERS invoices upon receipt
with summary level as pay site and
Receipt

52 Debit memo on RTS

53 Setting up of Costing
54 Demo of Costing transactions
55 Data Migration for Item Import ,
Stock Import , Open PO import and
Supplier import

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Fusion Order Management Agenda

Implementation Steps for Fusion Order Management
Description Task Value
1 Create Implementation users for Enterprise Tools - Security Console Display Name: d01_Imp_User
Structure Configuration User Name: d01_Imp_User
Password: Oracle123
2 Roles for d01 Add roles ALL USERS
Application implementation Consultant
IT Security Manager
Employee
Human res. Manager
3 Configure Offerings For Order Management
In Opt In Features - Features enable all Opt
in features
4 Create Implementation Project No more required
5 Manage Enterprise HCM Information. The Manage Enterprise HCM This is a one time definition of the top Enterprise. To be
start date must point to 1/1/1951 so that any Information done only in the beginning of enterprise structure
employee record, who has joined in the year configuration..
1960 can even be pulled into the system.
Ensure People Group Flexfield is populated.
6 Create Locations 0, 1 and 2 Manage Locations Name & Code:
d01_loc_0
d01_loc_1
d01_loc_2
Location set: Common set
Fill Address
Financial Setups for an Enterprise
Structure

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7 Create legal Jurisdictions. It has three 1) Manage Legal Jurisdictions Name “ d01_Legal_Juri
Identifying , 2) Income-Tax and 3) Territory: US
Transaction Tax Legislative Category: Federal tax
Reg. Code: LE Reg. No.
Legal Rep. Unit Reg. Code: LRU Reg. No.
Legal Function: Income Tax Control
8 Create Legal Authorities for Paying and Manage Legal Authorities Tax Authority Type: Reporting
Reporting Taxes Legislative categories: Transaction Tax
9 Create our Legal Address Manage Legal Address d01_legal_Addr1
10 Manage Legal Entity Manage Legal Entity Name & identifier: d01_LE
Legal Employer
Payroll Sta. Unit: DONOTUSE4
11 Manage Legal Entity HCM Information. Manage Legal Entity HCM Under Position Synchronization, put a tick on Jobs and
Select the LE in scope before the task. Information Positions = Yes and submit. In payroll statutory unit tabbed
region associate LDG
12 Manage Chart Of Accounts Value Sets Manage Chart Of Accounts d01_CO , Ind , Char, Length:2
Value Sets d01_Dept , Ind , Char, Length:3
d01_Acct , Ind , Char, Length:4
13 Manage Accounting Calendars. It self Manage Accounting Name: d01_Acctg_Cal
validates , upon saving. Calendars Budgetary Control Only: NIL
Monthly, Adj period at year end
14 Manage Chart Of Account Structures. For Manage Chart Of Accounts Name: d01_COA
Application General Ledger…Manage Structures Segments:
Structures. Attach the respective value sets d01_Company….. Primary Bal. Seg
and Flex field Qualifiers. d01_Dept…. Cost centre
d01_Account….. Natural Account
15 Manage Structure Instances Instance Code: d01_COA_Instance
button Dynamic Insert allowed.
16 Deploy Flexfield button Concurrent runs.
17 Manage Chart Of Accounts Value Sets…. Manage Chart Of Accounts CO: 10,11
query all value sets. Segmental qualifiers Value Sets Dept: 100, 101
Summary = No, Allow budgeting = Yes , Manage Values Button Acct: 1000, 1 ,2 , 3

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Allow Posting = Yes for all accounts of
Company and department
18 For natural Accounts.. Segmental qualifiers Manage Chart Of Accounts 1000 – Asset
Summary = No, Allow budgeting = Yes , Value Sets 1001 – Liability
Allow Posting = Yes. Account type as per Manage Values Button 1002 – Expense
last column. 1003 – Owners Equity
19 Manage Primary Ledgers Manage Primary Ledgers Primary Ledger: d01_Ledger
COA: d01_COA
Cal: d01_Acctg_Cal
Cur: USD
Convention: Standard Accrual
20 Specify Ledger Options (Navigate via Manage Primary Ledgers - Specify Retained earnings Account and language. Save
Implementation Project) Query the task via projects
21 Assign Legal Entities…Select and Add Assign Legal Entities Scope is selected as d01_LE
(Navigate via Implementation Project)
22 Assign Balancing Segment Values to Legal Assign Balancing Segment Ledger and LE are tied.d01_ledger is tied to d01_LE
Entities: d01_Ledger (Navigate via to Legal Entities:
Implementation Project)
23 Review and Submit Accounting Review and Submit Submit. Create Accounting process is submitted.
Configuration: d01_Ledger (Navigate via Accounting Configuration:
Implementation Project)

24 Manage Primary Ledgers Manage Primary Ledgers Look at the status “confirmed” with a tick mark for our
Ledger
Business Unit Creation
25 Manage Business Units Manage Business Unit Create d01_BU1..Location: d01_Loc1 ,
26 Assign Business Unit Business Function. Assign Business Unit Scope: Select and add: d01_BU1
Assign Inventory , Purchasing , Order Business Function Business functions:
Management and Receivables functions. Materials Management
Requisitioning
Receiving
Primary ledger: d01_ledger

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Below legal entity …Enabled
Legal entity: d01_LE
27 Manage Business Unit Set Assignment. Manage Business Unit Set We use Common set for the three Reference data Objects
Here use the common set for procurement. Assignment Locations, Jobs and Departments. Do not modify others.
Other modules may use a different
Reference Data sets for their functionality.
28 Create a Reference Data set Manage Reference Data D01_REF_DATA_SET
Sets
29 Assign the RDS to the Reference Data set Customer Account Relationship
Customer Account Site
objects mentioned in the last column. Pricing Rules
Receivables Accounting Rules
Receivables Aging Buckets
Receivables Application exception rules
Receivables Auto Cash rules
Receivables Auto match rules
Receivables Collectors
Receivables Lock Box
Receivables memo Lines
Receivables payment Terms
Receivables Remit to Address
Receivables Revenue Contingencies
Receivables Transaction Source
Receivables Transaction Type
Revenue management revenue Policies
Revenue Scheduling rule
30 Manage Business Units..Go to Manage Business Units View the service providers
Actions…Manage Service providers. Make it
as ENTERPRISE for Customer Account
Relationship and Customer site
31 View Service clients View Service clients View Service Clients
Human Capital Management Setups
32 Manage Job Manage Job d01_JM1
33 Manage Department Manage Department d01_Dept
34 Manage Positions. They are date effective Manage Positions d01_JMM1
names. It must show your above jobs. If not,

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change the start date to point to Enterprise
start date
35 Create a legal employee Manage Users d01_emp1 as employee and user.

36 Assign Roles to emp1 in Security Console Provision the below rolls to this user.
Application Implementation Consultant
IT Security manager
Employee
Procurement Requester
Procurement Preparer
Advanced Procurement Requester
Product Data Steward
Inventory Manager
Global Order Promising Administrator
Order Administrator
Order entry Specialist
Order Manager
Order Promising Manager
Shipping Manager
Pricing Administrator
Pricing Analyst
Pricing Manager
Supply Chain Application Administrator
Supply Chain Integration Specialist
Supply Chain Operations Manager
Supply Chain controller
Supply Chain Planning Application
Administrator
Receiving agent
Warehouse Manager

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Procurement Manager
Accounts Payable Manager
Accounts Payable Specialist
Accounts Payable Supervisor
Supplier Manager
Supplier Administrator
Production Supervisor
Manufacturing Engineer
Order Orchestration Error Recovery
Manager
General Accountant
General Accounting Manager
Inventory Setups
37 Item Org Creation Manage Item Organizations
38 Manage Facility Shifts. Inventory orgs Manage Facility Shifts Ensure that the shift Detail type is None or Punch
allows 24 hour transactions, irrespective of
the 8 hours of work defined here.
39 Manage facility workday Patterns Manage Facility Workday
Patterns
40 Manage facility Schedules Manage Facility Schedules
41 Inventory org Creation - Master and two Manage Inventory
Child orgs Organizations
42 Tie org to Locations Manage Locations
43 Create Sub Inventories. Provide location for Manage Subinventories and
every sub Inv Locators
44 Manage Carriers Manage Carriers
45 Manage Transit Times (2nd org location to Manage Transit Times
1st org Location)
46 Set Inter Org parameters for material Manage interorganization
movement between Second to first org as Parameters
Transfer Org required.
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47 Manage Data Access for Users. Provide Manage Data Access for
access for both the child orgs for Inventory Users
Manager , Receiving agent, Shipping agent
, Warehouse Manager roles etc., Include all
in Supply Chain Planning
48 Catalogs and Categories in Fusion Manage Functional Area
Catalogs
49 Manage Item Status Manage Item Statuses
50 Manage Life cycle Phases Manage Lifecycle Phases
51 Transaction Reasons Manage Inventory
Transaction Reasons
52 Item Class Creation for all the three Manage Item Classes
Inventory Orgs.
53 Item Creation - d0101_std_order and Product Management - Keep a stock of 1000 for both the items
d0108_substiture_item. Mention the above Product Info Mgmt.
as Substitute Item.

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Basic Order Management Setups

Step - 1
54 Collect Organisation in Reference data with Supply Chain Planning –
Collection Type as Net Change. Plan Inputs – Collect
Planning Data
55 Observe your organization appearing for the Supply Chain Planning –
source system OPS in Manage Organization Plan Inputs – Manage
List Planning Source Systems
56 Enable for Collections for your orgs. Master
org is not required.
57 Again repeat the Collection process for Items Supply Chain Planning –
, orgs in Reference data and On hand in Plan Inputs – Collect
Supply Planning Data with Collection Type Planning Data
as Net Change.
58 Create a Infinite availability based ATP rule Order Management –
and Observe listing of our Inventory orgs for Global Order Promising –
Organisation Level Assignment basis under Manage ATP Rules
ATP Rule Assignment.
59 Create Customer Create Customer
60 Collect Customer and Order Orchestration Supply Chain Planning –
Reference Objects in Reference data with Plan Inputs – Collect
Collection Type as Net Change. Planning Data

Basic Procurement
Setup
60 Specify Supplier Numbering Specify Supplier
Numbering
61 Manage Procurement Agent Manage Procurement
Agents

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62 Manage Freight Terms Lookup Manage Freight Terms
Lookup
63 Manage Procurement Document Numbering Manage Procurement
Document Numbering
64 Manage Common Options for Payables and Manage Common
Procurement Options for Payables and
Procurement
65 Configure Requisitioning Business Function Configure Requisitioning
Business Function
66 Configure Procurement Business Function Configure Procurement
Business Function
67 Manage Mapping Set for Material Charge, Manage Mapping Set in
Accrual, Variance and Inventory Valuation Imp. Projects
Accounts.
68 Create a Requisition and approve
69 Supplier Creation Procurement – Suppliers
– Create Supplier
70 Create item… d0105_cost_plus_pricing. Costing
Receive with a cost and calculate cost and
run Create Accounting

Order Management Setups and

Transactions
Order Entry Setups
71 Refresh and Start Order promising Server
ESS job.

72 Set the below order Profiles Manage Administrator

DOO_CURRENCY_CONVERSION_TYPE, Profile Values
DOO_DISPLAY_CURRENCY

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73 Default Price periodicity UOM Class Manage Pricing
IVO Parameters
Product Catalogs
74 Manage Order Management Parameter Manage Order
Configuration Effective date Management Parameters
Customer Relationship types
IVO
Preparer for procurement…etc
75 Customer Sales Order Fulfillment - Enabled. In FSM – Procurement –
Actions – Change
Features Selection
76 Drop Ship - Enabled In FSM – Order
Management – Actions –
Change Features
Selection
77 Go to Pricing Lookups and query for Manage Pricing Lookups
ORA_QP_REV_POTENTIAL_VALUES and
create a value d01_high
78 Query for the Lookup Manage Pricing Lookups
ORA_QP_CUST_PRICING_SEGMENTS
and create a pricing segment
79 Set a Customer profile for our customer Pricing Admin – Manage
Customer Pricing Profiles
80 Create a mapping for our pricing profile with Pricing Admin – Manage
the created pricing segment Pricing Segments
81 Create a Pricing Strategy for our Business Pricing Admin – Manage
Unit and USD. Pricing Strategies

82 Manage Pricing Strategy Assignments. Add Pricing Admin - Manage

our Pricing Segment and map it to our Pricing Strategy
Pricing Strategy Assignments
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83 Create a price List and Approve Pricing Admin – Manage
Price List

84 Create an all items price of 1.02. set a price Pricing Admin – Manage
of 10 USD for the first item d0101_std_order Price List

85 Associate our price list to Pricing Strategy Pricing Admin – Manage

Pricing Strategies

86 Provide Data Access. Create a Sales Order Create order in Order

and submit. It will progress to Awaiting management Icon
Shipping
87 Go to Inventory Icon – Shipments – Manage
Shipments Lines – Auto Create Shipments.

Observe the error on Auto create shipment

that the shipping parameters are not defined.

Setting Shipping Execution

88 Release Sequence Rule Manage Release
Sequence Rule
89 Pick Slip Grouping rule Manage Pick Slip
Grouping Rule
90 Ship Confirm Rule Manage ship Confirm
Rule
91 Release rule.for the 2nd Org Manage Release rule
92 Create a rule to print Ship confirm Manage Shipping
documents. Document Job Set Rule
93 Set the Output Preferences for printing the Manage Shipping
document Document Output
Preferences
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94 Shipping Parameters in Fusion for all the two Manage Shipping
child orgs. Parameters.
95 Create an Infinite supply ATP rule for both
the child orgs.
96 Admin Profile Manage Administrator
MSP_DEFAULT_ASSIGNMENT_SET…at Profile Values
Site level choose Global Order promising.
97 Create a sales order and ensure the price is Order Management
defaulting.

98 Fulfill a sales order by shipping with Billing Order Management

error.
Receivables Setups
99 Add Accounts Receivable Manager and add Security Console
data access
100 Add Billing and Revenue Management in In FSM.. Go to
Assign Business Unit Business Function task..Assign Business
Unit Business Function
from FSM.
101 Set the System Options Manage Receivables
System Options

102 Set the RDS for all Receivables Ref data set In FSM…Manage
Business Unit Set
Assignment
103 Manage Transaction Types Manage Transaction
Types
104 Manage Transaction Sources Manage Transaction
Sources
105 Manage Remit to Addresses Manage Remit to
Addresses

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106 Set Auto Accounting except Deferred Tax Manage AutoAccounting
Rules
107 Open GL and Receivables period. General Accounting –
Period Close
108 Manage Receivables Profile Options Manage Receivables
Profile Options. Set
AR_USE_INV_ACCT_FO
R_CM_FLAG to Yes.

109 Create a Sales Order and complete the This completes the O to
billing cycle by running Import AutoInvoice C Push
ESS job.. Observe the line status as closed.
110 Process a Return Order for processing a
Return with Inventory Receipt and the
creation of a Credit Memo

Advanced Shipping
111 High Level Reservation for Lot Controlled d0102_lot_control
items
112 Serial Generation at Inventory Pick d0103_serial_control
113 Serial Generation at Sales Order Issue d0104_serial_so_issue
114 Back Ordering in Staging area
115 Locator Controlled Staging
116 Inspection Before Despatch d0106_insp_before_despatch

Advanced Order Entry

117 Defaulting Rules Manage
Pretransformation Rules
for Sales Orders
118 Substitute Item d0107_substitute_item

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119 Line split in Sales order with manual Use d0101_std_order
reservation
120 DOO Customization – No Reservation Manage Orchestration
Process Definitions
121 Create Order type for No reservation Manage order
lookups…..ORA_D00_O
RDER_TYPE
122 Assign the customized process to the Manage Process
created Order Type Assignment Rules for
Sales Order
123 Two variants during Shipping d0108_shipping_variants
124 Drop Ship Process
125 Sales Order Approvals Manage Order Approval
Rules
126 Holds and Releases Manage Hold Codes
127 Credit Check
128 Kit Item – Laptop_computer with d0109_laptop_kit
components as laptop , carry case free item ,
2 Year Extended warrenty
129 Processing Constraints Manage Processing
Constraints

Pricing and Advanced Pricing

Create following items Product Management
130 d0101_std_order Product Information
Management
131 d0113_tiered_highest Make it as a substitute
Item
132 d0114_tiered_all_tiers Make it as Upsell
133 d0115_tiered_block Make it as Cross Sell
134 d0116_cost_plus_pricing
135 d0117_discount_simple

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136 d0118_discount_all_tiers
137 d0119_Extended_Warrenty Pack Type = NULL Enter on Service Contracts… Fixed , 2 , Year,
UOM = Year ,Internally Milestone , 0
orderable = No Shippable
= No
Sales Product Type:
Extended Warranty
138 d0120_Subscription Pack Type = NULL Enter on Service Contracts… Variable , 12, Month ,
UOM: Month Sales Milestone , 0
Product Type =
Subscription

Advanced Fulfillment (Global Order Promising)

139 Back_to_Back_Buy
140 Back_to_Back_Transfer
141 Drop Ship using GOP
142 Back_to_Back_Make
143 Configurator

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