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Following is a sample Oracle Financials Go-Live Checklist. It should give you an idea for a sequence of events that
occur during the migration to Oracle Applications. The list does not include all application configuration steps,
only the eleventh hour steps to take the system live. The example covers the applications we needed to set up,
including Oracle General Ledger, Oracle Payables, Oracle Receivables, Oracle Projects, Oracle Assets, Oracle
Time and Labor, Oracle Internet Expenses and Oracle System Administration. This list is by no means a fit for all
solution. You can use it as reference to create your own checklist.
Complete HR configurations
Complete Configuration Changes for all Financial Modules: GL, AP, AR, PA, FA, OTL, IE, SA)
2.9 IE: Enable Expenditure Types in Projects for Expense Report entry.
2.15 IE: Enable the display of projects and task using AK Developer responsibility
2.19 IE: Save the Project Expense Report Account Generator to Production database.
2.20 GL: Assign a custom workflow to the Project Expense Report Account Generator process
3.5 AR: Review and validate customers and contacts in Oracle Receivables
3.7 HR: Upload contingent workers to Oracle HR. Associate contingent workers with AP suppliers
4.10 AR: Upload open AR transactions to Oracle Receivables. (Make sure you use Transaction Type with Post to GL
flag set to No)
4.14 PA: Get Billed project balances from the Legacy System
4.15 PA: Upload project funding amounts to Oracle Projects. Baseline funding and create revenue budgets.
4.17 PA: Get Unbilled project items from the Legacy System
4.18 PA: Get opening project expenditure balances from the Legacy System
4.19 PA: Get opening project revenue balances from the Legacy System
4.20 PA: Disable the Interface Usage Costs to GL flag in Projects Implementation Options
4.21 PA: Upload opening project expenditure balances as Miscellaneous Expenditures to Oracle Projects
4.22 PA: Distribute Miscellaneous Costs in Oracle Projects. Run the interface usage and miscellaneous costs to GL process. No
JE should be created.
4.23 PA: Disable the Interface Revenue to GL flag in Projects Implementation Options
4.24 PA: Disable the Open Receivable and Post to GL flags for Projects Invoice transaction type in
Oracle Receivables
4.25 PA: Upload opening project revenue balances as Revenue Events to Oracle Projects (Revenue Amount is populated)
4.26 PA: Generate project revenue in Oracle Projects. Run the GL interface processes. No JE should be created.
4.27 PA: Upload Billed Project Balances as Billing Events to Oracle Projects (Bill Amount is populated)
4.28 PA: Generate draft project invoices. Interface draft invoices to receivables them to Oracle Receivables. No AR transactions
should be generated.
4.32 OA Set the Revenue to General Ledger flag in Projects Implementation Options back to Yes
4.33 AR: Set the Open Receivable and Post to GL flags for Projects Invoice transaction type in Oracle
Receivables to Yes.
4.36 PA: Upload unbilled expense reports and other costs as Miscellaneous Transactions to Oracle Projects
5.5 GL: After First Period is closed in Assets, create a reversing JE in Oracle GL to reverse asset cost and depreciation through
Last Period