You are on page 1of 20

Fusion Functional Setup Manager

Release 9
Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.
Key Product Features
Functional Setup Manager

Setup Productivity
• Central place to enter setup across • Configuration templates for quick setup
products reuse and implementation
• Auto-generated list of setup tasks with • Migration of setup data across instances
dependencies highlighted (i.e., test & production)
• Task assignment to persons with due
dates
• Prepackaged lists of tasks can be
easily extended to meet business
requirements

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Key Product Features
Functional Setup Manager

Reporting Monitoring
• Comprehensive pre-built reports to • Individuals can view all setup tasks
analyze, validate & audit configurations, assigned to them and update their
implementations & setup data completion status

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Functional Setup Manager

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Implementation Considerations

Applications Sign On
Need Sign Ons for:
1. Fusion Applications
(URL: http://host/homePage/faces/AtkHomePageWelcome (Where host is location name)
2. Oracle Identity Manager (OIM)
(Home Directory: IDM_ORACLE_HOME)
3. Oracle Authorization Policy Manager (APM)

User IDs
1. FAADMIN: Superuser (Assign email ID in LDAP)
2. XELSYSADM: OIM system administrator

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Implementation Considerations
Steps Before Entering Functional Setup

1. Prepare the Super User (FAADMIN) for 3. Generate Functional Setup Task List
User Management and Configuration • Configure your Financials Offering
• Create an Implementation Project
2. Prepare IT Security Manager Role for
User and Role Management 4. Define Implementation Users
• Provision with the Application
Add 2 OIM roles: Implementation Consultant role
• Identity User Administrators
• Role Administrators 5. Set Up Basic Enterprise Structure
• Assign tasks to users
Note: Assign the Xellerate Users • Set up reference data sharing in HCM
organization to the IT Security • Load geographies
Manager role. 6. Define Users

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Implementation Considerations

Implementation Projects Implementation Users

1. Grouping Offerings: Consider 1. Best practice: Run the process


segmenting implementing projects based “Retrieve Latest LDAP Changes” if
on product family (e.g., Financials, assigning or removing roles to existing
Projects, Procurement) timing of users.
implementation projects, and resources 2. Best practice: The Application
(e.g., different people implementing Implementation Consultant has broad
Financials, projects, etc.). access to any enterprise structure. If you
2. Provisioning: Offerings not provisioned want to limit access, use the Create Data
can be selected, but ultimately, you will Roles for Implementation Users task to
NOT be able to enter setup data. create a data role based on a job role
with limited access, such as the HCM
Application Administrator job role.
Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.
Enterprise Roles that Can Access FSM
• Application Implementation Manager (Manages implementation/monitors progress)
• Application Implementation Consultant (Super User)
• Various “functional user” roles (i.e., Accounting Manager or Business Analyst)

Plan Implement Deploy

Know offerings Configure Collect data Enter setup data Identify setup to be deployed

Generate setup tasks Monitor progress Test Export/import Verify


Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.
FSM Terminology (Offering, Option & Features)
Financials • Enterprise Structures Guided Flow
(Offering) • GRC
• Local Installation of Help
Payables • more…
(Option)
Corporate (Features)
Cards with Expenses
Expenses (Feature)
(Option)
Expense Receipt Image Processing
Fixed Assets (Feature)
(Option)
Receivables
(Option)
Collections
(Option)
Intercompany
(Option)
Scope Value
• Specify Scope Value to set the context for subtasks
• Applies to:
– Legal Entities
– Business Units
– Accounting
Configuration
– Tax Regimes
– Legislative Data
Roles

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Additional References
Support.Oracle.Com
• Getting Started with Oracle Fusion Applications: Common Implementation
(Doc 1387777.1)
• Getting Started with Oracle Fusion Applications: Common Reporting (Doc
1458898.1)
• Getting Started with Oracle Fusion Applications: Financials Reporting (Doc
1458904.1)
• Getting Started with Oracle Fusion Applications: Enterprise Structures for
Financial (Doc 1387746.1)
• Oracle® Fusion Applications Common Implementation Guide 11g Release 1
(11.1.2) Part Number E20360-02

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Additional References
http://docs.oracle.com/cd/E37017_01/nav/financials.htm

• Using Functional Setup Manager


• Oracle Fusion Applications Extending Functional Setup Manager
• Oracle Applications Cloud Extending the Applications
• Oracle Enterprise Repository for Oracle Fusion Applications

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Other Fusion Documentation
• https://fusionhelp.oracle.com/

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Fusion Cloud Documentation
• https://docs.oracle.com/cloud

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Oracle Fusion Apps Technology Library
http://www.oracle.com/technetwork/documentation/default-1577155.html

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.


Release 9 Rapid Implementation Spreadsheets
• New Rapid Implementation Task Lists
– Only displays critical tasks for rapid implementations with
defaults for common use cases
• Define Financials Configuration for Rapid Implementation
• Define Fusion Accounting Hub Configuration for Rapid Implementation

• Spreadsheet interface for setup:


– Enterprise Structures Setup (COA, Ledger, Legal Entities, and
Business Units)
– Banks, Branches, and Accounts Setup
– Tax Setup
Example: Chart of Accounts, Calendar, and Ledger
The spreadsheet to create one ledger, one COA, and one ‘Monthly’ calendar.
Example: Business Unit
Create multiple business units and automatically assign to ledger
All business functions are automatically enabled for the business units
Example: Legal Entities, Companies, and Hierarchies

• Define company values


• Define hierarchy (parent-child relationships) for company values
• Define legal entities and legal addresses
• Assign legal entities to detail company values
Example: Natural Accounts and Hierarchy