Setup Task List Tasks

Functional Setup
Report Date:25/05/21 21.33
Setup Task Lists and Tasks

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level
Task List / Enterprise Business

Task Type Description Product Application Scope Objects Status Owners Notes
1 Define Task Define the Purchas Proc Y N
Common List configuration ing urem
Application for ent
s applications
Configurati that are
on for leveraged
Procureme across
nt Fusion
products.
Page 1 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Run a HCM HCM Y Y
Synchroniz List process to Commo
ation of populate the n
Users and product Architec
Roles from tables ture
LDAP containing
user and
role
information
with the
users and
roles held in
LDAP. This
process is
always the
first
implementati
on task but
can also run
periodically
to keep the
product
tables
synchronize
d with
subsequent
updates to
LDAP.
Page 2 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Run Task Batch Global HCM Y Y N N HCMUI Not
User and process to Human Started
Roles Synchronize Resourc
Synchroniz User and es
ation Roles.
Process
Page 3 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Enables Applicati HCM N Y
Security List users to ons
Synchroniz setup Security
ation applications
Processes security
and synchronizat
Preference ion
s processes
and
preferences.
Page 4 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Applicati HCM N Y Y Y HCMUI Securit Security Not
Manage applications ons y Console Started
Application security Security Consol Administra
s Security preferences e tion
Preference including Admini Settings,
s user name stration Security
generation Setting Console
rules, s,Secu User
password rity Category,
policy and Consol Security
user e User Console
notification Catego User
templates. ry Category
Notificatio
ns
Page 5 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Import Task Schedule Applicati HCM N Y N N HCMUI Not
Users and import of ons Started
Roles into users and Security
Application roles into
Security Application
Security
tables.
Page 6 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Import Task Schedule Applicati HCM N Y N N HCMUI Not
User Login import of ons Started
History users and Security
roles into
Application
Security
tables.
Page 7 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Create Oracle Com Y Y
Implement List implementati Middlew mon
ation Users on users and are
roles. Extensi
Provision ons for
implementati Applicati
on users ons
with job and
data roles.
Page 8 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create user Applicati HCM N Y N N HCMUI Not
Create accounts for ons Started
Implement implementati Security
ation Users on users.
Page 9 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create a N Y N N HCMUI Not
Create data role Started
Data Role based on the
for Human
Implement Capital
ation Users Managemen
t Application
Administrato
r job role to
view all
security
profiles so a
single user
will be able
to perform
all required
Human
Capital
Managemen
t setup
steps. This
role
combines
granted
entitlements
with
unrestricted
access to
Page 10 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

the setup
data relevant
to the tasks
performed
by this role.
Page 11 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define the General Fina N Y
Currencies List currencies Ledger ncial
and and currency s
Currency rates that
Rates your
organization
does
business in.
Page 12 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Oracle Com Y Y Y N FSCMUI Applicatio Not
Manage edit ISO Middlew mon n Started
Currencies standard are Reference
currencies. Extensi Currency
ons for
Applicati
ons
Page 13 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and General Fina Y Y Y Y FSCMUI Conversio Not
Manage update Ledger ncial n Rate Started
Conversion existing s Rule,
Rate Types currency Conversio
conversion n Rate
relationships Type
, and create
new
relationships
.
Page 14 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and General Fina Y Y Y Y FSCMUI Conversio Not
Manage update Ledger ncial n Rate, Started
Daily Rates existing s Conversio
currency n Rate
daily Rule
conversion
information,
and create
new
conversion
information.
Page 15 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Purchas Proc Y N
Enterprise List your ing urem
Structures divisions, ent
for business
Procureme units, and
nt legal entities
for
Procurement
usage.
Page 16 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Use a HCM HCM N Y
Initial List guided Configur
Configurati process to ation
on configure Workbe
and nch
represent
the
enterprise
structures
including
divisions,
legal
entities,
jobs, and
positions.
Review the
requested
structures
and run an
automated
load process
to implement
the
workforce
structures.
Page 17 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Determine HCM HCM N Y Y Y HCMUI Enterprise Not
Establish the high- Configur Configurat Started
Enterprise level ation ion,
Structures structures of Workbe Enterprise
the nch Configurat
enterprise ion
using an Additional
interview Job
style Structure,
process. Enterprise
Configurat
ion
Business
Unit,
Enterprise
Configurat
ion CD
Matrix,
Enterprise
Configurat
ion
Country,
Enterprise
Configurat
ion
Division,
Enterprise
Configurat
Page 18 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

ion
Enterprise
,
Enterprise
Configurat
ion
Function,
Enterprise
Configurat
ion Job
Group
Member,
Enterprise
Configurat
ion Job
Position
Global,
Enterprise
Configurat
ion Job
Structure,
Enterprise
Configurat
ion Legal
Entity,
Enterprise
Configurat
ion
Page 19 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Location,
Enterprise
Configurat
ion
Position
Group
Member,
Enterprise
Configurat
ion
Reference
Data Set,
Enterprise
Configurat
ion Set
Assignme
nt
Override
Page 20 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Specify how Oracle Com Y Y
Reference List reference Middlew mon
Data data in the are
Sharing application Extensi
should be ons for
partitioned Applicati
and shared. ons
Page 21 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Oracle Com N Y Y Y FSCMUI Applicatio Not
Manage manage sets Middlew mon n Started
Reference for are Reference
Data Sets partitioning Extensi Data Set
and sharing ons for
reference Applicati
data across ons
organization
s.
Page 22 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Specify the Oracle Com N Y Y Y FSCMUI Applicatio Not
Manage reference Middlew mon n Started
Set data set are Reference
Assignmen assignments Extensi Data Set
ts for Set for ons for Assignme
Determinan determinant Applicati nt
t Type type of Set. ons
Page 23 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Financia Fina Y Y N N FSCMUI Reference Not
Manage reference ls ncial Data Set Started
Reference data set data Commo s User Data
Data Set access for n Access
Data user Module
Access for provisioned
Users roles.
Page 24 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Create and Trading CRM N Y
Geographi List manage Commu
es geographies nity
and zones Model
used for
real-time
address
validation
and tax
calculation.
Examples
include tax
and shipping
zones.
Page 25 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Trading CRM Y Y N N CRMUI Trading Not
Manage geographic Commu Communit Started
Geographi entities such nity y
es as country, Model Geograph
state, y
province,
and city.
Manage
geography
hierarchy
structure
and
validations.
Page 26 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Marketi CRM N Y
Define File- List manage ng
Based import
Data objects,
Import external file
mappings,
and
scheduling
import
processes to
import
business
objects from
external data
files to
staging
tables and,
in most
cases, to
final base
tables.
Page 27 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and Marketi CRM N Y Y Y CRMUI Obsolete: Not
Obsolete: register ng File Started
Manage business Common
File Import objects, Import
Objects such as Object,
sales leads Obsolete:
and File
opportunities Common
, intended Import
for import Object
from Attribute
external
files.
Page 28 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Marketi CRM Y Y Y Y CRMUI File Import Not
Manage maintain ng Mapping, Started
File Import maps of File Import
Mappings external Mapping
source file Column,
columns to Obsolete:
target File Import
staging table Object
columns for
use in
importing
business
objects,
such as
sales leads,
customers,
contacts,
and sales
catalogs.
Page 29 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Marketi CRM Y Y N N CRMUI File Import Not
Manage maintain ng Activity Started
File Import import
Activities activities that
contain
process
criteria, file
mapping,
and
schedule to
import
external files
containing
business
objects,
such as
sales leads,
customers,
and
contacts,
into staging
tables.
Page 30 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manually Trading CRM N Y N N Not
Load load Commu Started
Geography geography nity
Interface interface Model
Data data before
running the
geography
loader.
Page 31 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Run Task Schedule Trading CRM N Y N N CRMUI Trading Not
Geography and monitor Commu Communit Started
Loader the process nity y
to load Model Geograph
geography y
data from
external data
providers.
Page 32 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Run Task Schedule Trading CRM N Y N N CRMUI Trading Not
Maintain and monitor Commu Communit Started
Geography the process nity y
Name to verify Model Geograph
Referencin addresses y
g against
reference
geography
data.
Page 33 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Run Task Schedule Trading CRM N Y N N CRMUI Not
Geocode and monitor Commu Started
Generation the process nity
to load Model
geocode
data for
addresses.
Page 34 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Trading CRM N Y Y Y FSCMUI Applicatio Not
Manage define Commu n Started
Geography lookup nity Standard
Lookups values that Model Lookup
provide
choices
related to
geographies,
such as
address
validation
methods.
Page 35 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Purchas Proc Y Y
Enterprise List ing urem
for ent
Procureme
nt
Page 36 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM Y Y Y Y HCMUI Locatio Location, Not
Manage manage the Human n Location Started
Locations locations Resourc Address
relevant to es Usage,
your Location
enterprise. Detail
For
example,
create the
locations
where
people work
as well as
the locations
of your
external
organization
s.
Page 37 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Global HCM N Y Y Y HCMUI Enterprise Not
Manage update Human Started
Enterprise information Resourc
HCM associated es
Information to the
enterprise,
such as
default work
day
information.
Page 38 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Purchas Proc Y Y
Legal List ing urem
Jurisdiction ent
s and
Authorities
for
Procureme
nt
Page 39 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Legal Fina N Y Y Y FSCMUI Jurisdictio Not
Manage geographic Entity ncial n Started
Legal area or Configur s Function,
Jurisdiction areas for ator Legal
s which a legal Entity
authority is Jurisdictio
responsible. n
Page 40 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Associate a Legal Fina N Y Y Y FSCMUI Legal Not
Manage governing Entity ncial Authority Started
Legal legal body Configur s Party,
Authorities that ator Legal
operates Authority
within a Party
jurisdiction Address,
to a legal Legal
entity for Authority
purposes of Party
providing Address
legal reports Usage,
and financial Legal
statements. Authority
Party
Classificati
on, Legal
Authority
Party
Email,
Legal
Authority
Party
Phone,
Legal
Authority
Party
Profile,
Page 41 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Legal
Authority
Party
Related
Person,
Legal
Authority
Party
Related
Person
Profile,
Legal
Authority
Party
Related
Person
Usage,
Legal
Authority
Party
Relationsh
ip, Legal
Authority
Party
Relationsh
ip
Address,
Legal
Page 42 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Authority
Party
Relationsh
ip Address
Usage,
Legal
Authority
Party
Relationsh
ip Email,
Legal
Authority
Party
Relationsh
ip Phone,
Legal
Authority
Party
Relationsh
ip URL,
Legal
Authority
Party
Relationsh
ip Usage,
Legal
Authority
Party
Page 43 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

URL,
Legal
Authority
Party
Usage,
Tax
Authority
Tax Profile
Page 44 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create the Legal Fina Y Y Y Y FSCMUI Legal Not
Manage address a Entity ncial Address Started
Legal legal entity Configur s for Legal
Addresses uses to ator Entity and
register with Legal
a legal Reporting
authority. Unit
Legal
entities can
use different
addresses
for different
authorities
and hence,
may have
more than
one
registered
address.
The legal
address
must be
located
within the
territory
entered.
Page 45 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Legal Fina N Y Y Y FSCMUI Financials Not
Manage maintain Entity ncial Generic Started
Legal lookup Configur s Lookup
Entity values for ator
Configurato legal
r Lookups entities,
such as
registration
codes and
legal
functions.
Page 46 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Legal Fina N Y Y Y FSCMUI Applicatio Not
Manage validation Entity ncial n Started
Legal and display Configur s Descriptiv
Entity properties of ator e Flexfield
Configurato descriptive
r flexfields for
Descriptive ledgers.
Flexfield Descriptive
flexfields are
used to add
user-defined
attributes to
entities.
Page 47 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Legal Fina N Y Y Y FSCMUI Applicatio Not
Manage profile option Entity ncial n Profile Started
Legal settings and Configur s Value
Entity values to ator
Configurato control the
r Profile time zone
Options based on the
legal entity
location.
Page 48 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Purchas Proc Y Y Legal
Legal List ing urem Entity
Entities for ent
Procureme
nt
Page 49 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM N Y Y Y HCMUI Legisla Legislative Not
Manage manage the Human tive Data Started
Legislative legislative Resourc Data Group
Data data groups es Group
Groups in which you
separate
payroll
information
within a legal
entity.
Page 50 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Legal Fina Y Y Y Y FSCMUI Legal Legal Not
Manage maintain Entity ncial Entity Entity Started
Legal information Configur s
Entity for legal ator
entities and
legal
reporting
units to
achieve
legal
compliance
for business
activities
handled by
the Oracle
Fusion
applications.
Page 51 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Legal Fina Y Y Y Y FSCMUI Legal Not
Manage identity Entity ncial Entity Started
Legal related Configur s Registratio
Entity details of a ator n, Legal
Registratio legal entity Entity
ns with the Registratio
appropriate n Function
government
or legal
authorities
for the
purpose of
claiming and
ensuring
legal or
commercial
rights and
responsibiliti
es.
Page 52 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define legal Legal Fina N Y Y Y FSCMUI Legal Legal Not
Manage entities that Entity ncial Entity Entity Started
Intercompa cannot have Configur s
ny an ator
Exceptions intercompan
y
relationship
with the
legal entity
being
created or
updated.
Page 53 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create Legal Fina N Y Y Y FSCMUI Legal Legal Not
Manage country- Entity ncial Entity Entity Started
Legal specific Configur s
Entity financial ator
Financial data for legal
Information entities for
reporting
purposes.
Page 54 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Global HCM N Y Y Y HCMUI Legal Not
Manage legal Human Employer Started
Legal reporting Resourc Organizati
Entity HCM units, also es on, Legal
Information known as Employer
tax reporting Organizati
units, to on Unit
group Classificati
employee on, Payroll
records for Statutory
tax and Unit
social Organizati
reporting. on, Payroll
Statutory
Unit
Organizati
on
Classificati
on
Page 55 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Legal Not
Manage maintain tax ncial Entity Tax Started
Legal profiles that s Profile
Entity Tax contain tax
Profiles information
that relate to
a legal
entity's
transaction
tax activities.
Page 56 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Purchas Proc Y Y
Financial List financial ing urem
Reporting reporting ent
Structures structures
for for
Procureme Procurement
nt , which
includes
chart of
accounts
and
accounting
configuration
s.
Page 57 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Purchas Proc Y Y
Define List ing urem
Chart of ent
Accounts
of
Enterprise
Structures
for
Procureme
nt
Page 58 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create new General Fina Y Y Y Y FSCMUI Applicatio Not
Manage or review Ledger ncial n Flexfield Started
Chart of existing s Value Set
Accounts value sets
Value Sets for
association
with a key
flexfield
segment.
Page 59 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and General Fina Y Y Y Y FSCMUI Applicatio Not
Manage update Ledger ncial n Key Started
Chart of existing s Flexfield
Accounts account
Structures structures
that support
chart of
accounts
structure
instances,
which are
used to
record
transactions
and maintain
account
balances, or
create new
account
structures.
Page 60 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage update Ledger ncial n Key Started
Chart of existing s Flexfield
Accounts account
Structure structure
Instances instances
used to
record
transactions
and maintain
account
balances, or
create new
account
structure
sets.
Page 61 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage update Ledger ncial n Flexfield Started
Chart of existing s Value Set
Accounts groups of
Value Set values
Values assigned to
a key
flexfield
segment, or
create new
groups of
values.
Page 62 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and General Fina N Y N N FSCMUI General Not
Manage update Ledger ncial Ledger Started
Account existing s Account
Combinatio combination Combinati
ns s of on
accounting
flexfield
segment
values, and
create new
combination
s.
Page 63 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Maintain Purchas Proc N Y
Define List advanced ing urem
Advanced account ent
Chart of configuration
Accounts .
Configurati
on for
Procureme
nt
Page 64 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

6 Manage Task Review and General Fina N Y Y Y FSCMUI Applicatio Not
Segment update Ledger ncial n Flexfield Started
Value security s Value Set
Security rules for
Rules chart of
accounts
segment
values
Page 65 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

6 Manage Task Review and General Fina N Y Y Y FSCMUI Applicatio Not
Cross- update Ledger ncial n Key Started
Validation existing s Flexfield
Rules restrictions
that prevent
particular
account
combination
s from being
newly
created, and
create new
restrictions.
Page 66 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and General Fina Y Y Y Y FSCMUI Accountin Not
Manage update Ledger ncial g Started
Accounting existing s Calendar
Calendars groupings of
accounting
periods, and
create new
groupings.
Page 67 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Purchas Proc Y Y Primar
Define List ing urem y
Accounting ent Ledger
Configurati
ons of
Enterprise
Structures
for
Procureme
nt
Page 68 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and General Fina Y Y Y Y FSCMUI Primar Ledger Not
Manage update a Ledger ncial y Configurat Started
Primary self- s Ledger ion Detail,
Ledgers contained Ledger
accounting Relationsh
information ip, Primary
set, and Ledger,
define new Primary
information Ledger
sets. Configurat
ion
Page 69 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Associate a General Fina N Y Y Y FSCMUI Ledger Not
Assign recognized Ledger ncial Configurat Started
Legal party with s ion,
Entities given rights Ledger
and Configurat
responsibiliti ion Detail,
es by Primary
legislation Ledger
with an Configurat
accounting ion
configuration
.
Page 70 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Define the General Fina Y Y Y Y FSCMUI Ledger Not
Specify various Ledger ncial Configurat Started
Ledger additional s ion,
Options attributes for Ledger
the ledger. Configurat
ion Detail,
Primary
Ledger
Configurat
ion
Page 71 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Associate General Fina N Y Y Y FSCMUI Ledger Not
Assign chart of Ledger ncial Configurat Started
Balancing account s ion Detail,
Segment segment Legal
Values to values to a Entity
Legal legal entity Balancing
Entities where Segment
transactions Values,
will be Primary
balanced for Ledger
each of the Configurat
values in the ion
segment.
Page 72 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Associate General Fina N Y Y Y FSCMUI Ledger Not
Assign chart of Ledger ncial Configurat Started
Balancing account s ion Detail,
Segment segment Ledger
Values to values to a Segment
Ledger ledger where Value
transactions Assignme
will be nt,
balanced for Primary
each of the Ledger
values in the Configurat
segment. ion
Page 73 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and General Fina N Y Y Y FSCMUI Journal Not
Manage update a Ledger ncial Inclusion Started
Reporting self- s Rule,
Currencies contained Ledger
accounting Configurat
information ion,
set that Ledger
differs in Configurat
currency ion Detail,
from the Ledger
primary Relationsh
ledger, and ip, Primary
define new Ledger
information Configurat
sets. ion
Page 74 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Verify and General Fina Y Y Y Y FSCMUI Ledger Not
Review submit the Ledger ncial Configurat Started
and Submit accounting s ion,
Accounting configuration Ledger
Configurati for Configurat
on completion. ion Detail,
Primary
Ledger
Configurat
ion
Page 75 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Organizatio List business ing urem
n units and ent
Structures facilities for
for the
nt offering.
Page 76 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Purchas Proc Y Y Busine
Define List configuration ing urem ss Unit
Business of business ent
Units for units for
nt usage.
Page 77 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Financia Fina Y Y Y Y HCMUI Busine Business Not
Manage maintain ls ncial ss Unit Unit Started
Business information Commo s
Unit on units of n
an Module
enterprise to
allow for
flexible
implementati
on, to
provide a
consistent
entity for
controlling
and
reporting on
transactions,
and to be an
anchor for
the sharing
of reference
data sets
across
applications.
Page 78 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Assign Financia Fina Y Y Y Y HCMUI Business Not
Assign business ls ncial Unit Started
Business functions to Commo s Business
Unit be n Function
Business performed Module
Function by a
business
unit, such as
customer
invoicing
and order
capture.
Page 79 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Manage Financia Fina N Y N N FSCMUI Business Not
Manage business ls ncial Unit User Started
Business unit data Commo s Data
Unit Data access for n Access
Access for user Module
Users provisioned
roles, an
example
would be to
assign a
business
unit to a user
with the
Accounts
Receivable
Manager job
role.
Page 80 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Assign Financia Fina N Y Y Y HCMUI Business Not
Manage reference ls ncial Unit Set Started
Business data, which Commo s Assignme
Unit Set represents n nt
Assignmen business Module
t rules and
policies, to
business
units.
Page 81 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Assign Financia Fina N Y Y Y HCMUI Business Not
Manage service ls ncial Unit Started
Service provider Commo s Service
Provider business n Provider
Relationshi units to Module Relationsh
ps client ip
business
units to
provide
business
functions
such as
procurement
, payables
payments,
and
customer
payments.
Page 82 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task View client Financia Fina N Y Y Y HCMUI Business Not
View business ls ncial Unit Started
Service units that Commo s Service
Clients use n Provider
business Module Relationsh
functions ip
provided by
a service
provider
business
unit.
Page 83 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM Y Y Y Y HCMUI Inventory Not
Manage item Chain Organizati Started
Item organization Manage on Parent
Organizatio structures to ment for Item
ns use in Commo Organizati
standalone n on,
application Compon Inventory
deployments ents Organizati
with Oracle on child
Fusion for Item
Product Organizati
Model. on, Item
Structures Organizati
contain on, Item
information Organizati
on the on Child
parent item, for Item
components, Organizati
attachments, on
and
descriptive
elements.
Page 84 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Purchas Proc Y Y
Define List inventory, ing urem
Facilities item, and ent
for cost
Procureme organization
nt s. Inventory
organization
s represent
facilities that
manufacture
or store
items. The
item master
organization
holds a
single
definition of
items that
can be
shared
across many
inventory
organization
s. Cost
organization
s group
inventory
organization
Page 85 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

s within a
legal entity
to establish
the cost
accounting
policies.
Page 86 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM Y Y Y Y FSCMUI Shift, Shift Not
Manage facility shifts Chain Detail Started
Facility to represent Manage
Shifts a time period ment
that affects a Commo
resource's n
availability. Compon
A shift can ents
be defined
by start time
and end
time, start
time and
duration, or
only
duration.
Page 87 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM Y Y Y Y FSCMUI Workday Not
Manage facility Chain Pattern, Started
Facility workday Manage Workday
Workday patterns to ment Pattern
Patterns represent a Commo Detail
collection of n
one or more Compon
shifts over a ents
number of
days. A
pattern will
repeat itself
for a specific
date range
to define the
complete
schedule of
a resource.
Page 88 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM N Y Y Y FSCMUI Schedule Not
Manage facility Chain Exception Started
Facility schedule Manage
Schedule exceptions ment
Exceptions to define Commo
deviations in n
availability Compon
from a ents
schedule.
Exceptions
can be
added to
one or more
schedules.
Page 89 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM Y Y Y Y FSCMUI Schedule, Not
Manage facility Chain Schedule Started
Facility schedules to Manage Exception
Schedules define the ment Associatio
actual Commo n,
calendar n Schedule
dates Compon Workday
worked, and ents Patterns
the pattern
shifts to
apply to
those dates
worked. The
date range
in a
schedule is
defined by a
schedule
start date
and a
schedule
end date.
Page 90 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Configure Supply SCM Y Y Y Y HCMUI Inventory Not
Manage inventory Chain Organizati Started
Inventory organization Manage on,
Organizatio s to describe ment Inventory
ns distinct Commo Organizati
entities n on Parent
within the Compon for
company ents Inventory
such as Organizati
manufacturin on, Item
g facilities, Organizati
warehouses, on Child
or for
distribution Inventory
centers. Organizati
on, Item
Organizati
on Parent
for
Inventory
Organizati
on
Page 91 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Manage Financia Fina N Y N N FSCMUI Inventory Not
Manage inventory ls ncial Organizati Started
Inventory organization Commo s on User
Organizatio data access n Data
n Data for user Module Access
Users roles with a
security
context of
inventory
organization.
Page 92 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Define and Purchas Proc N Y Y Y HCMUI Inventory Not
Manage maintain ing urem Organizati Started
Inventory locations ent on
Organizatio that are Location,
n Locations associated Inventory
with Organizati
inventory on
organization Location
s. For Address
example, a Usage,
location for a Inventory
warehousing Organizati
facility. on
Location
Detail
Page 93 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Purchas Proc N Y
Workforce List ing urem
Structures ent
for
Procureme
nt
Page 94 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM N Y Y Y HCMUI Divisio Division, Not
Manage manage the Human n Division Started
Divisions organization Resourc Organizati
s that es on Unit
represent Classificati
lines of on
business in
the
enterprise.
Page 95 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM N Y Y Y HCMUI Depart Departme Not
Manage manage the Human ment nt, Started
Departmen organization Resourc Departme
ts s to which es nt
workers can Organizati
be assigned. on Unit
Classificati
on
Page 96 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM N Y Y Y HCMUI HR HR Job Not
Manage manage job Human Job Family Started
Job families Resourc Family
Families used for es
reporting
purposes or
determining
cross job
qualifications
.
Page 97 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM N Y Y Y HCMUI HR HR Job, Not
Manage manage Human Job HR Job Started
Job jobs. Resourc Evaluation
es , HR Job
Valid
Grade
Page 98 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Enable Purchas Proc Y Y
Security for List users to ing urem
Procureme perform ent
nt functions
related to
their job
roles.
Page 99 of 600
Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review, Applicati HCM Y Y Y Y HCMUI Functio Functional Not
Manage create, or ons nal Security Started
Job Roles update Security Securit Custom
enterprise- y Role
wide Custo Hierarchy,
abstract and m Functional
job roles. Roles Security
Create role Custom
hierarchies. Role
Privilege
Membersh
ip,
Functional
Security
Custom
Roles
Page 100 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review the Applicati HCM Y Y Y Y HCMUI Functio Functional Not
Manage logical ons nal Security Started
Duties groupings of Security Securit Custom
tasks that y Role
define duty Custo Hierarchy,
roles. m Functional
Provision Roles Security
duty roles to Custom
abstract, job, Role
or other duty Privilege
roles. Membersh
ip,
Functional
Security
Custom
Roles
Page 101 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Purchas Proc N Y
Data List accounting ing urem
Security for security and ent
Procureme encryption.
nt Manage
data security
policies and
data roles.
Page 102 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review, Applicati HCM N Y Y N HCMUI Applicatio Not
Manage create, or ons n Data Started
Data update Security Security
Security grants of Policy
Policies entitlement
to a user or
role on an
object or
attribute
group for a
given
condition.
Page 103 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create HCM Global HCM N Y Y Y HCMUI HCM HCM Data Not
Manage data roles to Human Data Role, Started
Data Role enable Resourc Role HCM Data
and users, such es Role
Security as human Security
Profiles resource Profile
specialists,
benefits
specialists,
and payroll
managers,
to access
the HCM
data
required by
their job
roles. Assign
security
profiles to
abstract
roles, such
as employee
and line
manager, to
enable users
to access
standard
data for
Page 104 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

those roles.
Page 105 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Purchas Proc N Y
Trading List supplier and ing urem
Partner customer ent
Security security.
Page 106 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Supplier Proc N Y Y Y FSCMUI Supplier Not
Manage roles that Model urem User Started
Supplier can be ent Roles
User Roles provisioned
to supplier
users.
Page 107 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage roles a Model urem User Started
Supplier supplier ent Roles
User Role administrator
Usages can
provision
and set
default roles
for Oracle
Fusion
Supplier
Portal and
Oracle
Fusion
Sourcing.
Page 108 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Purchas Proc N Y
Users for List user access ing urem
Procureme to HCM data ent
nt and
functions.
Page 109 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Global HCM Y Y Y Y HCMUI Role Role Not
Manage manage Human Provisi Provisioni Started
HCM Role rules for Resourc oning ng
Provisionin provisioning es Rule Associate
g Rules roles to d Role
people List, Role
based on Provisioni
assignment ng Rule
information,
such as job,
position, and
person type.
Page 110 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Import Global HCM N Y N N HCMUI User Not
Import Worker Human Started
Worker users as Resourc
Users HCM es
Workers
from legacy
applications.
The import
process will
automaticall
y create user
accounts
and assign
roles to
workers
using HCM
role
provisioning
rules.
Page 111 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Global HCM Y Y N N HCMUI User Not
Manage application Human Started
Users user Resourc
definitions. es
Page 112 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Financia Fina N Y N N FSCMUI Business Not
Manage business ls ncial Unit User Started
Business unit data Commo s Data
Unit Data access for n Access
Access for user Module
Users provisioned
roles, an
example
would be to
assign a
business
unit to a user
with the
Accounts
Receivable
Manager job
role.
Page 113 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Purchas Proc Y N
Common List maintain ing urem
Procureme setup ent
nt components
Configurati for the
on common
procurement
configuration
including
catalogs,
supplier
configuration
, account
rules, and
taxes.
Page 114 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Create and Product SCM Y Y
Functional List edit Model
Area functional
Catalogs area
catalogs,
create and
edit category
hierarchies
and assign
items to the
functional
area catalog.
Page 115 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Product SCM Y Y Y Y FSCMUI Functional Not
Manage edit Model Area Item Started
Functional functional Catalog,
Area area Item
Catalogs catalogs. Category,
Valid
Catalog
Category
Page 116 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Product SCM N Y Y Y FSCMUI Applicatio Not
Manage edit catalog Model n Started
Catalog descriptive Descriptiv
Descriptive flexfield e Flexfield
Flexfields attributes.
Page 117 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit category Model n Started
Category descriptive Descriptiv
Descriptive flexfield e Flexfield
Flexfields attributes.
Page 118 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define and Supplier Proc N Y
Supplier List maintain Model urem
Configurati setup ent
on components
prior to
creating
suppliers
including
lookups,
category
hierarchy,
supplier
numbering,
supplier
value sets,
and supplier
descriptive
flexfields.
Page 119 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Specify the Supplier Proc N Y Y Y FSCMUI Supplier Not
Specify supplier Model urem Number Started
Supplier number to ent
Numbering be used
when the
next supplier
record is
created.
Page 120 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Supplier Proc N Y Y Y FSCMUI Applicatio Not
Manage maintain the Model urem n Started
Supplier set of values ent Standard
Type that Lookup
Lookup categorize
suppliers for
reporting
purposes.
Page 121 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Tax set of values ent Standard
Organizatio that Lookup
n Type categorize
Lookup suppliers for
tax reporting
purposes.
Page 122 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Self Proc N Y Y Y FSCMUI Procurem Not
Manage maintain the Service urem ent Started
Supplier supplier Procure ent Browse
Products products and ment Category,
and services Procurem
Services category ent
Category hierarchy. Browse
Hierarchy Tree
Page 123 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain Model urem n Flexfield Started
Supplier supplier ent Value Set
Value Sets value sets.
Page 124 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier descriptive ent Descriptiv
Descriptive flexfields e Flexfield
Flexfields value for the
supplier.
Page 125 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain Model urem n Started
Bank flexfield e Flexfield
Account values for
Descriptive supplier
Flexfields bank
accounts.
Page 126 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Supplier Proc N Y Y N FSCMUI Applicatio Not
Manage edit Supplier Model urem n Started
Supplier messages. ent Message
Messages
Page 127 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure Supplier Proc N Y N N FSCMUI Not
Configure the service Model urem Started
Supplier that allows ent
Outbound customers to
Synchroniz systematicall
ation y
Service synchronize
updates to
supplier
records from
Oracle
Fusion
Applications
to their own
applications.
Page 128 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure Supplier Proc N Y Y Y FSCMUI Supplier Not
Configure profile Model urem Registratio Started
Supplier entities for ent n Options,
Registratio supplier Supplier
n and registration Registratio
Profile and supplier n and Self
Change profile Service
Request managemen Profile
t. Configurat
ion
Page 129 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure e- Supplier Proc N Y Y Y FSCMUI Enable Not
Configure mail Model urem New Started
New notification ent Supplier
Supplier for new Notificatio
Notification suppliers n, New
approved for Supplier
spend. Notificatio
n
Page 130 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Supplier Proc N Y
Supplier List configuration Model urem
Registratio s for supplier ent
n registration
Descriptive descriptive
Flexfields flexfields.
Configurati
on
Page 131 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Registratio registration
n Value value sets.
Sets
Page 132 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Registratio flexfields e Flexfield
n value for
Flexfields registration.
Page 133 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Trading CRM N Y Y Y FSCMUI Applicatio Not
Manage additional Commu n Started
Trading fields to nity Descriptiv
Community enter and Model e Flexfield
Person track
Descriptive information
Flexfields that is not
otherwise
captured.
Descriptive
flexfields can
be validated
and
dependent
on other
values
entered in
other areas
of the page.
Page 134 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Trading CRM N Y Y Y FSCMUI Applicatio Not
Manage additional Commu n Started
Trading fields to nity Descriptiv
Community enter and Model e Flexfield
Organizatio track
n Site information
Descriptive that is not
Flexfields otherwise
captured.
Descriptive
flexfields can
be validated
and
dependent
on other
values
entered in
other areas
of the page.
Page 135 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier List configuration Model urem
Match s for ent
Configurati managing
on matching
suppliers
during
deduplicatio
n process.
Page 136 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Configure party Model urem Match Started
Party relationships ent Party
Relationshi for matching Relationsh
ps for suppliers ip
Supplier during
Match deduplicatio
n process.
Page 137 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Trading CRM N Y Y Y CRMUI Trading Not
Manage define the Commu Communit Started
Server data quality nity y Data
Configurati server Data Quality
ons configuration Quality Server
to integrate Informatio
with n, Trading
Informatica Communit
Data Quality. y Data
The server Quality
name is then Server
associated Operation,
with the Trading
matching Communit
and y Data
cleansing Quality
configuration Server
to provide Operation
duplicate Attribute
prevention, Mapping,
batch Trading
duplicate Communit
identification y Data
, and real- Quality
time and Server
batch data Operation
cleansing. Parameter
, Trading
Page 138 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Communit
y Data
Quality
Server
Operation
Parameter
Condition,
Trading
Communit
y Data
Quality
Server
Operation
Parameter
Value
Page 139 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Allows Trading CRM N Y Y Y CRMUI Trading Not
Manage managemen Commu Communit Started
Enterprise t of matching nity y Data
Data configuration Data Quality
Quality s associated Quality Match
Matching with Rules,
Configurati enterprise Trading
ons data quality Communit
integration. y Data
Quality
Match and
Cleanse
Configurat
ion
Attribute,
Trading
Communit
y Data
Quality
Match and
Cleanse
Object
Setup,
Trading
Communit
y Data
Quality
Matching
Page 140 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

and
Cleansing
Configurat
ion,
Trading
Communit
y Data
Quality
Matching
and
Cleansing
Configurat
ion
Parameter
Value
Page 141 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Business List configuration Model urem
Classificati s for ent
on managing
Configurati supplier
on business
classification
s.
Page 142 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Business set of values ent Standard
Classificati describing Lookup
on Lookup the
classification
s used for
tracking
supplier
diversity.
Page 143 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Minority set of ent Standard
Group minority Lookup
Lookup groups that
are used to
subclassify
minority
owned
suppliers.
Page 144 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define and Supplier Proc N Y Y Y FSCMUI Supplier Not
Manage maintain Model urem Certifying Started
Certifying certifying ent Agency,
Agencies agencies for Supplier
supplier Certifying
business Agency:
classification Business
s. Classificati
ons
Page 145 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Address List configuration Model urem
Configurati s for ent
on managing
supplier
addresses.
Page 146 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Trading CRM N Y N N CRMUI Trading Not
Manage geographic Commu Communit Started
Geographi entities such nity y
es as country, Model Geograph
state, y
province,
and city.
Manage
geography
hierarchy
structure
and
validations.
Page 147 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Trading CRM N Y Y Y CRMUI Trading Not
Manage configure Commu Communit Started
Address how nity y Style
Formats addresses Model Format,
appear in Trading
the Communit
application, y Style
such as the Format
sequence of Layout,
address Trading
elements in Communit
a postal y Style
address. Format
Locale,
Trading
Communit
y Style
Format
Variation
Page 148 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task This activity Collabor SCM N Y
Collaborati List includes all ation
on tasks Messagi
Messaging required to ng
set up Framew
collaboration ork
messaging.
Page 149 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Configure Collabor SCM N Y Y Y FSCMUI Collaborati Not
Manage system ation on Started
Collaborati properties Messagi Messagin
on that enable ng g
Messaging or disable Framew Business
Configurati specific ork Process,
on messaging Collaborati
features. on
Messagin
g
Parameter
,
Collaborati
on
Messagin
g
Parameter
s Data
Page 150 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Configure Collabor SCM N Y Y Y FSCMUI Collaborati Not
Manage service ation on Started
Collaborati providers Messagi Message
on that are ng Definition,
Messaging used by Framew Collaborati
Service collaboration ork on
Providers messaging. Messagin
g Delivery
Method,
Collaborati
on
Messagin
g Service
Provider,
External
Message
Type
Definition,
Inbound
Collaborati
on
Message
Definition,
Outbound
Collaborati
on
Message
Definition
Page 151 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Populate the Collabor SCM N Y N N FASOA Not
Manage domain ation Started
Collaborati value maps Messagi
on that are ng
Messaging setup for Framew
Domain documents ork
Value Map processed
by the
collaboration
messaging
framework.
Page 152 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Supply SCM N Y Y Y FASOA Applicatio Not
Manage edit approval Chain n Started
Task flow rules for Manage Standard
Configurati workflow ment Lookup
ons for tasks. Commo
Supply n
Chain Compon
Manageme ents
nt
Page 153 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Applicati ATF N Y N N FASOA Not
Manage Approval on Started
Approval Groups Toolkit
Groups
Page 154 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage B2B Collabor SCM Y Y N N Business to Not
Manage e-commerce ation Business Started
B2B gateway Messagi
Configurati setups in ng
on Oracle B2B Framew
console. ork
Page 155 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier List supplier data Model urem
Data through file ent
through based import
File Based process.
Import
Page 156 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Upload Supplier Proc N Y N N FSCMUI Not
Upload supplier Model urem Started
Supplier import file ent
Import File through
UCM.
Page 157 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Load Supplier Proc N Y N N FSCMUI Not
Load supplier Model urem Started
Supplier import ent
Interface interface
through through
Scheduled scheduled
Process process.
Page 158 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Import Supplier Proc N Y N N FSCMUI Supplier Not
Import supplier data Model urem Started
Suppliers through ent
scheduled
process.
Page 159 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Self Proc N Y Y Y FSCMUI Procurem Not
Procureme maintain the Service urem ent Started
nt Category procurement Procure ent Browse
Hierarchy category ment Category,
hierarchy, Procurem
which is ent
used to filter Browse
and present Tree
a relevant
default view
of
procurement
metrics in
the
dashboard.
Page 160 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Purchas Proc Y Y Y Y FSCMUI Procurem Not
Procureme maintain ing urem ent Agent, Started
nt Agents procurement ent Procurem
agents ent Agent
access to Access
information
such as
purchasing
documents,
suppliers,
approved
supplier list
entries, and
business
intelligence
spend data.
Page 161 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Approval List approval ing urem
Manageme routing ent
nt for structures
Procureme and controls
nt to match
your
organization'
s needs.
Page 162 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Applicati ATF N Y N N FASOA Not
Groups
Page 163 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Self Proc Y Y N N FSCMUI Not
Manage maintain Service urem Started
Requisition approval Procure ent
Approvals routing and ment
configuration
for
requisitions.
Page 164 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Sourcin Proc N Y N N FSCMUI Not
Manage maintain g urem Started
Supplier approval ent
Negotiation routing and
Approvals configuration
for supplier
negotiations.
Page 165 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Sourcin Proc N Y N N FSCMUI Not
Manage maintain g urem Started
Supplier approval ent
Negotiation routing and
Award configuration
Approvals for supplier
negotiation
awards.
Page 166 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Purchas Proc Y Y N N FSCMUI Not
Manage maintain ing urem Started
Purchasing approval ent
Document routings and
Approvals configuration
for
purchasing
documents.
Page 167 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Author Supplier Proc N Y N N FSCMUI Not
Manage approval Model urem Started
Internal rules to ent
Supplier route an
Registratio internal
n supplier
Approvals registration
for approval.
Page 168 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier rules to ent
Registratio route an
n external
Approvals supplier
registration
for approval.
Page 169 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Spend route a
Authorizati supplier
on spend
Approvals authorization
request for
approval.
Page 170 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Internal rules to ent
Supplier route an
Profile internal
Change supplier
Approvals profile
change
request for
approval.
Page 171 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Profile route a
Change supplier
Approvals profile
change
request for
approval.
Page 172 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Purchas Proc N Y N N FASOA Not
Manage edit approval ing urem Started
Task flow rules for ent
Configurati workflow
ons for tasks.
Procureme
nt
Page 173 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Task List for Purchas Proc N Y
Transactio List configuring ing urem
n Transaction ent
Accounting Accounting
for Rules for
nt .
Page 174 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define the Subledg Fina N Y Subled
Transactio List rules to er ncial ger
n Account derive Account s Applica
Rules transaction ing tion
accounts. Setup
Page 175 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Subledg Fina N Y
Define List subledger er ncial
Sources application Account s
and sources ing
to be used in
Transaction
Account
Builder
setups.
Page 176 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Register and Subledg Fina N Y Y Y FSCMUI Accou Accountin Not
Manage maintain the er ncial nting g Attribute Started
Subledger subledger Account s Attribut Event
Application application ing e Class
and its Event Source
correspondin Class Assignme
g event Source nt,
model such Assign Accountin
as event ment,S g Event
classes and ubledg Class,
event types. er Accountin
Accou g Event
nting Type,
Event Subledger
Class, Accountin
Subled g Event
ger Class,
Accou Subledger
nting Accountin
Event g Event
Class Class
Option Options,
s,Subl Subledger
edger Applicatio
Applica n,
tion,Su Subledger
bledge Applicatio
r n Setup,
Page 177 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Applica Subledger
tion Entity
Setup, Mapping,
Subled Subledger
ger Process
Proces Category,
s Subledger
Catego Process
ry,Subl Category
edger Setup,
Transa Subledger
ction Transactio
Entity n Entity
Type,S Type,
ubledg Subledger
er User User
Transa Transactio
ction n
Identifi Identifier,
er Transactio
n Entity
Type
Page 178 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Submit a Subledg Fina N Y N N FSCMUI Not
Update process to er ncial Started
Subledger be run when Account s
Application there is a ing
Options new
subledger
application
registered or
updates are
made to any
of the
following
after ledgers
are defined;
event model,
event class,
or event
type.
Page 179 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Subledg Fina N Y Y Y FSCMUI Subledger Not
Manage maintain er ncial Standard Started
Sources sources Account s Source
which ing
provide
transaction
attribute
values into
the journal
entry
generation
mechanism.
Sources are
used in the
definition of
the rules.
Page 180 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Configure Subledg Fina N Y
Define List the rules to er ncial
Transactio derive Account s
n Accounts accounts on ing
subledger
transactions.
Page 181 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Ledger Started
Mapping rule that Account s Attribute,
Sets determines ing Subledger
the segment Mapping
or entire Set,
account Subledger
value based Mapping
on certain Set Input
transaction Source,
attribute Subledger
values. Mapping
Mapping Set Value,
sets are Subledger
used in Mapping
account Set Value
rules. Assignme
nt,
Subledger
Transactio
n Account
Type
Page 182 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Account Started
Account rules that Account s Rule,
Rules are used to ing Subledger
determine Account
the accounts Rule
for Condition,
subledger Subledger
journal Account
entries. Rule
Detail
Page 183 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Transactio Started
Transactio types of Account s n Account
n Account accounts ing Type
Types that can be
derived for a
transaction,
as well as
the sources
that can be
used for its
derivation.
Page 184 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Transactio Started
Transactio object that Account s n Account
n Account groups the ing Rule Set,
Definitions account Subledger
derivation Transactio
rules used to n Account
derive Rule Set
default Assignme
accounts for nt
transactions
of an
application.
Page 185 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Subledg Fina N Y Y Y FSCMUI Accountin Not
Manage maintain er ncial g Event Started
Subledger options at Account s Class
Accounting the ing Option,
Options subledger Accountin
application g Program
level to Run
define how Configurat
journal ion,
entries are Ledger
generated Level
for Subledger
transactions. Configurat
ion
Page 186 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Tax Fina N Y Tax
Tax List tax setup ncial Regim
Configurati according to s e
on local and
international
tax
requirement
s.
Page 187 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina Y Y Y Y FSCMUI Tax Business Not
Manage maintain tax ncial Regim Unit GCO Started
Tax regimes for s e Tax
Regimes the taxes in Subscripti
each country on,
and Business
geographic Unit
region where Regime
a separate Subscripti
tax or on,
collection of Business
taxes apply. Unit
You can use Regime
rapid setup Subscripti
spreadsheet on Detail,
s to create Business
tax regimes Unit
and tax Regime
regime Usage,
subscription. Business
Unit Tax
Regime
Profile,
Tax
Regime,
Tax
Regime
Subscripti
Page 188 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on, Tax
Regime
Subscripti
on
Exclusion
Page 189 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Run Task Upload US Tax Fina N Y N N FSCMUI Not
Jurisdiction sales and ncial Started
and Rates use tax s
Upload jurisdictions
Program and tax rates
from a tax
content
provider.
Page 190 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina Y Y Y Y FSCMUI Tax Tax Not
Manage maintain ncial Regim Jurisdictio Started
Taxes details for s e,Tran n, Tax
tax rates, tax saction Jurisdictio
recovery Tax n Default
rates, and Tax
tax Account,
accounting Tax
associated Regime,
with these Tax
rates. You Settlement
can use Authority,
rapid setup Tax
spreadsheet Threshold
s to create Schedule
taxes. Control,
Transactio
n Default
Tax
Account,
Transactio
n
Jurisdictio
n Default
Tax
Account,
Transactio
n Tax,
Page 191 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Transactio
n Tax
Jurisdictio
n,
Transactio
n Tax
Threshold
Schedule,
Transactio
n Tax
Threshold
Schedule
Control
Page 192 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina Y Y Y Y FSCMUI Tax Tax Rate Not
Manage maintain ncial Status Gross Started
Tax Rates details for s Amount
and Tax tax rates and Default
Recovery tax recovery Tax
Rates rates. You Account,
can use Tax Rate
rapid setup Gross
spreadsheet Amount
s to create Schedule,
tax rates and Tax Rate
tax recovery Gross
rates. Amount
Type, Tax
Rate Line
Amount
Default
Tax
Account,
Tax Rate
Line
Amount
Schedule,
Tax Rate
Line
Amount
Type, Tax
Rate
Page 193 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Percent
Default
Tax
Account,
Tax Rate
Percent
Type, Tax
Rate
Quantity
Default
Tax
Account,
Tax Rate
Quantity
Type, Tax
Rate
Recover
Default
Tax
Account,
Tax Rate
Recovery
Type, Tax
Rate
Schedule,
Tax Rate
Schedule
Default
Page 194 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Tax
Account,
Tax Rate
Schedule
Rate
Type, Tax
Rate
Schedule
Withheld,
Tax Rate
Unit Price
Default
Tax
Account,
Tax Rate
Unit Price
Rate
Schedule,
Tax Rate
Unit Price
Type, Tax
Rate
Withheld
Amount
Type, Tax
Rate
Withheld
Default
Page 195 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Account,
Tax Status
Page 196 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina N Y Y Y FSCMUI Tax Not
Manage maintain tax ncial Exception Started
Tax exceptions s
Exceptions to modify or
override a
tax rate by
item or
product
fiscal
classification
association.
Page 197 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina N Y Y Y FSCMUI Applicatio Not
Manage maintain tax ncial n Tax Started
Party Tax profiles for s Option,
Profiles first party Business
legal Unit Tax
entities, Profile,
legal Customer
reporting Tax
units, Profile,
business Intended
units and Use
third party Denormali
supplier and zed Fiscal
customers. Classificati
on Code,
Intended
Use Fiscal
Classificati
on Code,
Intended
Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
Page 198 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n
Business
Category
Code
Associatio
n, Legal
Entity Tax
Profile,
Legal
Party
Denormali
zed Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Type,
Legal
Party Tax
Regime
Classificati
Page 199 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Type,
Legal
Party
Transactio
n
Business
Category
Code
Associatio
n, Legal
Reporting
Default
Tax
Account,
Legal
Reporting
Document
Sequence,
Legal
Reporting
Unit
Denormali
zed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Page 200 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Legal
Reporting
Unit Tax
Profile,
Legal
Reporting
Unit Tax
Profile
VAT
Report,
Legal
Reporting
VAT
Register,
Party
Classificati
on Type
Tax
Regime,
Party
Denormali
zed Fiscal
Classificati
on Code,
Party
Fiscal
Page 201 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Transactio
n
Business
Category
Code
Associatio
n, Product
Category
Denormali
zed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
Page 202 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n
Business
Category
Code
Associatio
n, Product
Denormali
zed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
Page 203 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Product
Transactio
n
Business
Category
Code
Associatio
n, Tax
Authority
Tax
Profile,
Tax
Partner
Tax
Profile,
Transactio
n
Business
Category
Code
Associatio
Page 204 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n,
Transactio
n
Business
Category
Denormali
zed Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n
Business
Page 205 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Category
Type,
Transactio
n
Denormali
zed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Page 206 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormali
zed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
Page 207 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina N Y Y Y FSCMUI First Party Not
Manage maintain tax ncial Registratio Started
Tax registration s n Default
Registratio information Tax
ns related to a Account,
party's Legal
transaction Reporting
tax or Unit Tax
withholding Profile
tax Registratio
obligation n
with a tax
authority for
a tax
jurisdiction
where it
conducts
business.
Page 208 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Exemption Started
Tax exemptions s
Exemption to reduce or
s increase the
tax rate
applied to a
transaction.
Page 209 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina N Y Y Y FSCMUI Intended Not
Manage maintain ncial Use Started
Transactio transaction s Denormali
n-Based fiscal zed Fiscal
Fiscal classification Classificati
Classificati s to classify on Code,
ons transactions Intended
that have a Use Fiscal
specific Classificati
requirement on Code,
for tax Intended
determinatio Use Fiscal
n. Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n
Business
Category
Code
Associatio
n, Legal
Party
Denormali
zed Fiscal
Page 210 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Type,
Legal
Party Tax
Regime
Classificati
on Type,
Legal
Party
Transactio
n
Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Page 211 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Denormali
zed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormali
zed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Page 212 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Transactio
n
Business
Category
Code
Associatio
n, Product
Category
Denormali
zed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Page 213 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Regime,
Product
Category
Transactio
n
Business
Category
Code
Associatio
n, Product
Denormali
zed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Page 214 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Product
Transactio
n
Business
Category
Code
Associatio
n,
Transactio
n
Business
Category,
Transactio
n
Business
Category
Code
Associatio
n,
Transactio
n
Business
Category
Denormali
zed Fiscal
Classificati
on Code,
Transactio
Page 215 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n
Business
Category
Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n
Business
Category
Type,
Transactio
n
Denormali
zed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Page 216 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
Page 217 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Type
Tax
Regime,
User-
Defined
Denormali
zed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
Page 218 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Use Started
Party classification s Denormali
Fiscal s used by a zed Fiscal
Classificati tax authority Classificati
ons to categorize on Code,
a party and Intended
is applicable Use Fiscal
in the tax Classificati
determinatio on Code,
n process. Intended
Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n
Business
Category
Code
Associatio
n, Legal
Party
Denormali
zed Fiscal
Page 219 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Type,
Legal
Party Tax
Regime
Classificati
on Type,
Legal
Party
Transactio
n
Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Page 220 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Denormali
zed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormali
zed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Page 221 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Transactio
n
Business
Category
Code
Associatio
n, Product
Category
Denormali
zed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Page 222 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Regime,
Product
Category
Transactio
n
Business
Category
Code
Associatio
n, Product
Denormali
zed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Page 223 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Product
Transactio
n
Business
Category
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n
Business
Category
Code
Associatio
n,
Transactio
n
Business
Category
Denormali
zed Fiscal
Classificati
on Code,
Transactio
n
Page 224 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Business
Category
Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n
Business
Category
Type,
Transactio
n
Denormali
zed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Page 225 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Page 226 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Tax
Regime,
User-
Defined
Denormali
zed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
Page 227 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain ncial Use Started
Product- fiscal s Denormali
Based classification zed Fiscal
Fiscal s to classify Classificati
Classificati products that on Code,
ons have a Intended
specific Use Fiscal
requirement Classificati
for tax on Code,
determinatio Intended
n or tax Use Fiscal
reporting Classificati
purposes. on Type,
Intended
Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n
Business
Category
Code
Associatio
Page 228 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n, Legal
Party
Denormali
zed Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Type,
Legal
Party Tax
Regime
Classificati
on Type,
Legal
Party
Transactio
n
Business
Category
Code
Page 229 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Associatio
n, Legal
Reporting
Unit
Denormali
zed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormali
zed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Page 230 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Fiscal
Classificati
on Type,
Party
Transactio
n
Business
Category
Code
Associatio
n, Product
Category
Denormali
zed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Page 231 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n
Business
Category
Code
Associatio
n, Product
Denormali
zed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Page 232 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Type
Tax
Regime,
Product
Transactio
n
Business
Category
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n
Business
Category
Code
Associatio
n,
Transactio
n
Business
Category
Denormali
zed Fiscal
Page 233 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n
Business
Category
Type,
Transactio
n
Denormali
zed Fiscal
Classificati
Page 234 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
Page 235 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n, User-
Defined
Classificati
on Code,
User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormali
zed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
Page 236 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Determina Started
Tax Rules rules using s nt
spreadsheet Defaults,
s, that define Tax Rate
the Determina
conditions tion Rule,
under which Tax Rule,
the Tax Rule
exceptions Condition,
to default Tax Rule
taxability Condition
apply. You Set, Tax
can use Rule
rapid setup Condition
spreadsheet Set
s to create Template,
tax rules. Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result,
Tax Rule
Page 237 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Result
Details
Page 238 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create and Tax Fina N Y Y Y FSCMUI Configurat Not
Manage maintain tax ncial ion Owner Started
Configurati options for s Tax
on Owner configuration Option
Tax owners and
Options relevant
event
classes, to
influence tax
determinatio
n. This setup
precedes the
predefined
event class
setup.
Page 239 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create a Tax Fina N Y Y Y FSCMUI Payables Not
Manage calendar ncial Calendar Started
Withholdin used for s Period,
g Tax withholding Payables
Calendars tax Calendar
configuration Type
such as
defining tax
thresholds
for a period.
Page 240 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Verify tax Tax Fina N Y N N FSCMUI Detail Tax Not
Manage configuration ncial Line, Non- Started
Simulator for taxes that s Recovera
Transactio are enabled ble Tax
ns for Distributio
transactions, n,
for Recovera
simulation, ble Tax
or for both Distributio
by n,
processing Summary
real time Tax Line,
transactions Taxable
without Transactio
affecting n
active data. Distributio
n, Taxable
Transactio
n Header,
Taxable
Transactio
n Line
Page 241 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Optional tax Tax Fina N Y
Advanced List configuration ncial
Tax tasks for s
Configurati withholding
on and
transaction
tax.
Page 242 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y N N CRMUI Trading Not
Manage maintain ncial Communit Started
Tax Oracle s y
Geographi Fusion Geograph
es Trading y
Community
Model
geography
information
for each
geographical
region where
you have tax
requirement
s.
Page 243 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y CRMUI Trading Not
Manage maintain tax ncial Communit Started
Tax Zone zone types s y
Types to reference Geograph
a specific y Zone
part of a
master
reference
geography
hierarchy.
Page 244 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Tax Tax Rate Not
Manage maintain tax ncial Status Gross Started
Tax statuses that s Amount
Statuses you need for Default
each tax that Tax
you create Account,
for a Tax Rate
combination Gross
of tax Amount
regime, tax, Schedule,
and Tax Rate
configuration Gross
owner. Amount
Type, Tax
Rate
Percent
Default
Tax
Account,
Tax Rate
Percent
Type, Tax
Rate
Quantity
Default
Tax
Account,
Tax Rate
Page 245 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Quantity
Type, Tax
Rate
Recover
Default
Tax
Account,
Tax Rate
Recovery
Type, Tax
Rate
Schedule,
Tax Rate
Schedule
Default
Tax
Account,
Tax Rate
Schedule
Rate
Type, Tax
Rate
Schedule
Withheld,
Tax Rate
Withheld
Amount
Type, Tax
Page 246 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Rate
Withheld
Default
Account,
Tax Status
Page 247 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Jurisdictio Started
Tax jurisdictions s n, Tax
Jurisdiction for Jurisdictio
s geographic n Default
regions or Tax
tax zones Account,
where a Tax
specific tax Threshold
authority Schedule
levies a tax. Control
Page 248 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Formula, Started
Tax formulas for s Tax
Formulas tax Formula
calculation if Detail, Tax
other than Formula
the taxable Quick
basis Rule, Tax
multiplied by Rule
the tax rate Condition,
and for the Tax Rule
taxable Condition
basis if other Set, Tax
than the line Rule
amount. Condition
Set
Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
Page 249 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Use Started
Transactio classification s Denormali
n Fiscal s used by a zed Fiscal
Classificati tax authority Classificati
ons to categorize on Code,
a transaction Intended
for a tax and Use Fiscal
is applicable Classificati
in the tax on Code,
determinatio Intended
n and tax Use Fiscal
reporting Classificati
processes. on Type
Tax
Regime,
Intended
Use
Transactio
n
Business
Category
Code
Associatio
n, Legal
Party
Denormali
zed Fiscal
Page 250 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Code,
Legal
Party
Fiscal
Classificati
on Type,
Legal
Party Tax
Regime
Classificati
on Type,
Legal
Party
Transactio
n
Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Page 251 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Denormali
zed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormali
zed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Page 252 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Transactio
n
Business
Category
Code
Associatio
n, Product
Category
Denormali
zed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Page 253 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Regime,
Product
Category
Transactio
n
Business
Category
Code
Associatio
n, Product
Denormali
zed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Page 254 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Product
Transactio
n
Business
Category
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n
Business
Category,
Transactio
n
Business
Category
Code
Associatio
n,
Transactio
n
Business
Category
Denormali
zed Fiscal
Page 255 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Code,
Transactio
n
Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n
Business
Category
Type,
Transactio
n
Denormali
zed Fiscal
Classificati
Page 256 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
Page 257 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n, User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormali
zed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
Page 258 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Tax Rule, Not
Manage maintain tax ncial Tax Rule Started
Tax determining s Condition,
Determinin factor sets to Tax Rule
g Factor group Condition
Sets together Set, Tax
related tax Rule
determining Condition
factors to Set
use in tax Template,
rules Tax Rule
determinatio Condition
n and tax Set
regime Template
determinatio Detail, Tax
n. Rule
Condition
Value, Tax
Rule
Result
Page 259 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Tax Rule, Not
Manage maintain tax ncial Tax Rule Started
Tax condition s Condition,
Condition sets to group Tax Rule
Sets together the Condition
tax Set, Tax
conditions Rule
that Condition
constitute a Set
tax rule. Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
Page 260 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain tax ncial Reporting Started
Tax reporting s Attribute,
Reporting types to Tax
Types capture Reporting
additional Code, Tax
tax Reporting
information Code
on Associatio
transactions n
for tax Exemption
reporting. , Tax
Reporting
Code
Associatio
n Party
Tax
Profile,
Tax
Reporting
Code
Associatio
n Process
Result,
Tax
Reporting
Code
Associatio
Page 261 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

n Tax, Tax
Reporting
Code
Associatio
n Tax
Jurisdictio
n, Tax
Reporting
Code
Associatio
n Tax
Rate, Tax
Reporting
Code
Associatio
n Tax
Status,
Tax
Reporting
Type, Tax
Reporting
Type
Usage
Page 262 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Country Not
Manage maintain ncial Tax Started
Country information s Default
Default at the
Controls country level
to appear as
defaults on
the
applicable
tax and legal
entity
setups.
Page 263 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Tax Fina N Y Y Y FSCMUI Final Not
Manage maintain ncial Discharge Started
Location of location of s Location,
Final final Tax
Discharge discharge for Location
purposes of
tax
determinatio
n.
Page 264 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Tax Fina N Y Y Y FSCMUI Financials Not
Manage maintain ncial Generic Started
Tax lookup s Lookup
Lookup values for
Codes exemption
reasons,
registration
statuses,
registration
types, and
recovery
types.
Page 265 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Tax Fina N Y Y Y FSCMUI Applicatio Not
Manage maintain ncial n Profile Started
Tax Profile profile option s Value
Options settings and
values for
specific tax
controls,
overrides,
and third-
party
integrations
for Vertex
and
Taxware.
Page 266 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Financia Fina N Y Y Y FSCMUI Tax Rule Not
Manage maintain tax ls for ncial Condition, Started
Tax Box box EMEA s Tax Rule
Allocation allocation Condition
Rules rules that Set, Tax
define the Rule
conditions Condition
under which Set
the specific Template,
tax box Tax Rule
number is Condition
assigned to Set
the Template
transaction. Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
Page 267 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Financia Fina N Y Y Y FSCMUI Italian Not
Manage maintain the ls for ncial VAT Letter Started
Letter of total VAT EMEA s of Intent
Intent exemption Limit
Limits for amounts that Setup
Italy regular
exporters
can claim to
its suppliers.
Page 268 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Payable Fina Y Y Y Y FSCMUI Payment Not
Payment maintain s ncial Term Started
Terms Oracle s Header,
Fusion Payment
Payables Term Line,
payment Payment
terms in use Term
by an Subscripti
organization. on
Page 269 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Create and Supply SCM Y Y Y Y FSCMUI Packaging Not
Units of maintain Chain String, Started
Measure units of Manage Unit of
measure ment Measure,
used within Commo Unit of
your n Measure
organization Compon Class,
to clearly ents Unit of
identify the Measure
quantity of Standard
an item. Conversio
n
Page 270 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Supply SCM N Y Y Y FSCMUI Applicatio Not
Carriers maintain Chain n Started
Lookups lookup Manage Standard
values for ment Lookup
carriers, Commo
such as n
Carrier Compon
Service ents
Levels and
Shipping
Cost Types.
Page 271 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Configure Supply SCM N Y Y Y FSCMUI Carrier, Not
Carriers carriers to Chain Carrier Started
generate Manage Contact,
valid ment Carrier
shipping Commo Organizati
methods n on
used for Compon Associatio
transporting ents n, Carrier
goods. Tracking
Organizati
on
Associatio
n, Carrier
Tracking
Rule,
Carrier
Tracking
Rule
Parameter
,
Warehous
e Carrier
Service
Page 272 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Create and Purchas Proc N Y Y Y FSCMUI Applicatio Not
FOB maintain ing urem n Started
Lookup Freight on ent Standard
Board terms Lookup
used when
shipping.
Page 273 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Freight maintain ing urem n Started
Terms common ent Standard
Lookup freight terms Lookup
used when
shipping
goods.
Page 274 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Select the Purchas Proc N Y Y Y FSCMUI Applicatio Not
Purchasing options to ing urem n Profile Started
Profile define ent Value
Options aspects of
the
Purchasing
application's
behavior.
Page 275 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Purchas Proc N Y Y Y FSCMUI Procurem Not
Procureme maintain ing urem ent Started
nt document ent Document
Document numbering Numberin
Numbering sequence for g
document
types and its
correspondin
g
determinant
type.
Determinant
Type is an
entity type
on which the
document
numbering is
based. For
example,
sold-to legal
entity for
purchase
orders.
Page 276 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Purchas Proc N Y Y Y FSCMUI Purchasin Not
Purchasing maintain ing urem g Line Started
Line Types purchasing ent Type
line types
used to
differentiate
orders for
goods from
those for
services.
Page 277 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Create and Purchas Proc N Y Y Y FSCMUI Purchasin Not
Document maintain ing urem g Started
Styles purchasing ent Document
document Style,
styles to Purchasin
control the g
look and feel Document
to match the Style
usage of the Header,
document. Purchasin
g
Document
Style Line
Page 278 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define setup Purchas Proc N Y
Master List components ing urem
Items for for ent
Procureme purchasable
nt master
items.
Page 279 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Import Items Product SCM N Y
Basic Items List and manage Model
item specific
attributes
including
item status,
item type
and life cycle
phase.
Page 280 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Product SCM N Y Y Y FSCMUI Applicatio Not
Manage profile option Model n Profile Started
Item Profile settings and Value
Options values to
control item
behavior
such as
updating
items and
controlling
the number
of threads
used in item
imports.
Page 281 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Supply SCM Y Y
Define List maintain Chain
Units of units of Manage
Measure measure ment
used within Commo
your n
organization Compon
to clearly ents
identify the
quantity of
an item.
Page 282 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Review and Supply SCM N Y Y Y FSCMUI Applicatio Not
Manage maintain Chain n Profile Started
Units of profile Manage Value
Measure values for ment
Profiles units of Commo
measure. n
Compon
ents
Page 283 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Supply SCM N Y Y Y FSCMUI Applicatio Not
Manage edit SCM Chain n Flexfield Started
SCM Common Manage Value Set
Common value sets. ment
Value Sets Commo
n
Compon
ents
Page 284 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Define Supply SCM N Y Y Y FSCMUI Applicatio Not
Manage validation Chain n Started
Units of and display Manage Descriptiv
Measure properties of ment e Flexfield
Descriptive descriptive Commo
Flexfields flexfields for n
UOM. Compon
Descriptive ents
flexfields are
used to add
attributes to
entities.
Page 285 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Supply SCM Y Y Y Y FSCMUI Packaging Not
Manage maintain Chain String, Started
Units of units of Manage Unit of
Measure measure ment Measure,
used within Commo Unit of
your n Measure
organization Compon Class,
to clearly ents Unit of
identify the Measure
quantity of Standard
an item. Conversio
n
Page 286 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Product SCM N Y Y Y FSCMUI Item Not
Manage edit item life Model Lifecycle Started
Lifecycle cycle Phase
Phases phases.
Page 287 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit value Model n Flexfield Started
Product sets. Value Set
and Child
Value Sets
Page 288 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit the Model n Started
Attachment attachment Attachmen
Categories categories t Category
for Product that are
Manageme used to
nt group
messages.
Page 289 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Edit Product SCM N Y Y Y FSCMUI Item Not
Manage operation Model Attribute Started
Operational attribute Control
Attributes group
Groups parameters.
Page 290 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Edit the root Product SCM N Y Y Y FSCMUI Import Not
Manage item class. Model Format, Started
Default Item
Item Class Class,
Item Class
Phases
Assignme
nt, Item
Transactio
nal
Attribute,
Item
Transactio
nal
Attribute
Metadata
Page 291 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Product SCM N Y Y Y FSCMUI Item Not
Manage edit item Model Status, Started
Item statuses. Item
Statuses Status
Attribute
Value
Page 292 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit item Model n Started
Item Types types. Standard
Lookup
Page 293 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit item Model n Started
Cross cross Standard
Reference references Lookup
Types types.
Page 294 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage validation Model n Started
Item and display Descriptiv
Descriptive properties of e Flexfield
Flexfields descriptive
flexfields for
items.
Descriptive
flexfields are
used to add
attributes to
entities.
Page 295 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Download Product SCM N Y N N Not
Download the import Model Started
Import template
Template spreadsheet
from from the
Oracle Oracle Help
Help Center.
Center
Page 296 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Upload the Product SCM N Y N N Not
Upload data file to Model Started
Item Data the import
processing
area.
Page 297 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Run the Product SCM N Y N N FSCMUI Not
Load scheduled Model Started
Interface process job
File that loads
through the interface
Scheduled file.
Process
Page 298 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Import items Product SCM N Y N N FSCMUI Item Not
Import using Model Started
Items interface
tables.
Page 299 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit subtype Model n Started
Related values for Standard
Item related Lookup
Subtypes items.
Page 300 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage validation Model n Started
Item and display Descriptiv
Revision properties of e Flexfield
Flexfields flexfields for
item
revisions.
Descriptive
flexfields are
used to add
attributes to
entities.
Page 301 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage Edit item Model n Started
Item relationship Descriptiv
Relationshi descriptive e Flexfield
p flexfield
Descriptive attributes.
Flexfields
Page 302 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage Edit Trading Model n Started
Trading Partner Item Descriptiv
Partner descriptive e Flexfield
Item flexfield
Descriptive attributes.
Flexfields
Page 303 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Supply SCM N Y
Define List maintain Chain
Item- units of Manage
Specific measure ment
UOM used in Commo
Conversion interclass n
s and intra Compon
class ents
conversions
to clearly
identify the
quantity of
an item.
Page 304 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Supply SCM Y Y Y Y FSCMUI Unit of Not
Manage maintain Chain Measure Started
Units of units of Manage Interclass
Measure measure ment Conversio
for used in Commo n
Interclass interclass n
Conversion conversions Compon
to clearly ents
identify the
quantity of
an item.
Page 305 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

5 Task Create and Supply SCM Y Y Y Y FSCMUI Unit of Not
Manage maintain Chain Measure Started
Units of units of Manage Intraclass
Measure measure ment Conversio
for used in Commo n
Intraclass intraclass n
Conversion conversions Compon
to clearly ents
identify the
quantity of
an item.
Page 306 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Add and edit Product SCM N Y Y Y FSCMUI Item Not
Manage item Model Keyword Started
Item keyword Attribute,
Keyword search Item
Search attributes. Keyword
Attributes Organizati
on and
Language
Page 307 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Business List business ing urem
Function unit specific ent
Configurati controls and
on defaults for
procurement
business
functions.
Page 308 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure Purchas Proc Y Y Y Y FSCMUI Procurem Not
Configure the ing urem ent Started
Procureme procurement ent Configurat
nt Business business ion,
Function function for Purchasin
the g
procurement Document
business Type,
unit. Define Supplier
procurement Negotiatio
document n Terms
control, and
document Conditions
defaults,
document
numbering
and related
settings.
Page 309 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure Self Proc Y Y Y Y FSCMUI Requisitio Not
Configure the Service urem ning Started
Requisitioni requisitionin Procure ent Configurat
ng g business ment ion
Business function for
Function the
requisitionin
g business
unit. Define
requisition
and
purchasing
document
control,
document
defaults,
document
numbering
and related
settings.
Page 310 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Select and Payable Fina N Y Y Y FSCMUI Payables Not
Manage maintain s ncial Financials Started
Common common s Option
Options for options for
Payables the
and integration
Procureme between
nt Oracle
Fusion
Payables
and Oracle
Fusion
Procurement
.
Page 311 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Purchas Proc N Y
Purchasing List maintain ing urem
on components
for
Purchasing
including
procurement
business
function,
requisitionin
g business
function,
change
order
templates,
document
styles,
procurement
agents, and
lookup
codes.
Page 312 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Change maintain ing urem g Change Started
Order templates to ent Order
Templates identify type Template,
of attribute Purchasin
changes that g Change
should result Order
in a formal Template
revision of Attribute
the
document.
Page 313 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Purchas Proc N Y Y Y FSCMUI Applicatio Not
Purchasing maintain the ing urem n Flexfield Started
Value Sets Purchasing ent Value Set
value sets
for common
application's
flexfields.
Page 314 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Purchas Proc N Y Y Y FSCMUI Applicatio Not
Purchasing maintain the ing urem n Started
Descriptive optional ent Descriptiv
Flexfields Purchasing e Flexfield
descriptive
flexfields.
Page 315 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Self Proc N Y
Requisition List requisition Service urem
Configurati defaults for Procure ent
on use in your ment
organization'
s
procurement
process.
Page 316 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Self Proc N Y Y Y FSCMUI Applicatio Not
Manage descriptive Service urem n Started
Requisition flexfields for Procure ent Descriptiv
Descriptive requisitions. ment e Flexfield
Flexfields
Page 317 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define value Self Proc N Y Y Y FSCMUI Applicatio Not
Manage sets for Service urem n Flexfield Started
Requisition requisitions. Procure ent Value Set
Value Sets ment
Page 318 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Buyer maintain rule ing urem n Started
Assignmen set names ent Standard
t Rule Sets used in Lookup
Lookup buyer
assignment
rules.
Page 319 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define rules Purchas Proc N Y Y Y FSCMUI Purchasin Not
Buyer based on ing urem g Buyer Started
Assignmen various ent Assignme
t Rules combination nt Rules
s of
requisition
attributes to
assign a
requisition
line to the
most
appropriate
buyer.
Page 320 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Purchas Proc N Y Y N FSCMUI Applicatio Not
Purchasing edit ing urem n Started
Messages Purchasing ent Message
messages.
Page 321 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Hazard maintain ing urem g Hazard Started
Classes hazard class ent Class
codes and
description
which aid in
clearly
identifying
orders for
hazardous
materials.
Page 322 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

UN maintain ing urem g UN Started
Numbers United ent Number
Nations
identification
numbers for
hazardous
materials.
Page 323 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Create and Purchas Proc N Y Y Y FSCMUI Approved Not
Approved maintain ing urem Supplier Started
Supplier approved ent List Status
List supplier list
Statuses statuses.
Page 324 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Self Task Define and Self Proc N Y
Service List maintain Service urem
Procureme profile Procure ent
nt options and ment
Configurati category
on hierarchy for
Self Service
Procurement
. Define and
maintain
flexfields for
information
templates.
Page 325 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Self Proc N Y Y Y FSCMUI Applicatio Not
Information descriptive Service urem n Started
Template flexfields for Procure ent Descriptiv
Descriptive information ment e Flexfield
Flexfields templates.
Page 326 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Information values sets Service urem n Flexfield Started
Template for Procure ent Value Set
Value Sets information ment
templates.
Page 327 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Self profile Service urem n Profile Started
Service options Procure ent Value
Procureme related to ment
nt Profile self service
Options procurement
.
Page 328 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Self Proc N Y Y Y FSCMUI Procurem Not
Catalog maintain the Service urem ent Started
Category category Procure ent Browse
Hierarchy hierarchy for ment Category,
the supplier. Procurem
ent
Browse
Tree
Page 329 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Self Proc N Y Y N FSCMUI Applicatio Not
Self edit Self Service urem n Started
Service Service Procure ent Message
Procureme Procurement ment
nt messages.
Messages
Page 330 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define Expens Fina N Y
Corporate List corporate es ncial
Procureme card issuers, s
nt Cards procurement
card
programs,
and
procurement
cards for
employees.
Page 331 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Expens Fina Y Y Y Y FSCMUI Corporate Not
Manage corporate es ncial Card Started
Corporate card issuers, s Issuer,
Card which are Setup
Issuers the names of Party
the banks Reference
that issue
corporate
credit cards.
Page 332 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define the Expens Fina Y Y Y Y FSCMUI Corporate Not
Manage details of the es ncial Card Started
Corporate relationship s Company
Card between the Account,
Programs deploying Corporate
company Card
and the card Program,
provider. Corporate
Details Card
include Transactio
reporting n
and billing Download
hierarchies Parameter
that the ,
deploying Corporate
company Card
has set up Transactio
with the card n Upload
provider, as Rule,
well as Setup
validations Party
needed for Reference
transaction
file upload
into the
application
from the
card
Page 333 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

provider.
Page 334 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define a Expens Fina Y Y N N FSCMUI Not
Manage corporate es ncial Started
Corporate card that is s
Cards assigned to
an
employee.
Specify the
card number
and other
details that
will appear
on the
physical
corporate
card.
Page 335 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Supplier Proc Y Y
Supplier List maintain Portal urem
Portal setup ent
Configurati components
on for Supplier
Portal
configuration
including
supplier
registration,
supplier
news
content,
supplier user
roles, and
role usages.
Page 336 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define the Supplier Proc Y Y Y Y FSCMUI Supplier Not
Supplier roles that Model urem User Started
User Roles can be ent Roles
provisioned
to supplier
users.
Page 337 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define the Supplier Proc N Y Y Y FSCMUI Supplier Not
Supplier roles a Model urem User Started
User Role supplier ent Roles
Usages administrator
can
provision
and set
default roles
for Oracle
Fusion
Supplier
Portal and
Oracle
Fusion
Sourcing.
Page 338 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Specify Task Specify user Supplier Proc N Y N N FSCMUI Not
User category Model urem Started
Category with the ent
for New name
Supplier SUPPLIER_
Users USER in the
Security
Console.
This user
category will
be assigned
to new
supplier user
account.
Page 339 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Specify Task Define and Supplier Proc N Y Y Y FSCMUI Supplier Not
Supplier maintain Model urem News Started
News supplier ent
Content news and
information
content for
suppliers to
view on the
supplier
portal
overview
page.
Page 340 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Supplier Proc N Y Y N FSCMUI Applicatio Not
Supplier edit Supplier Model urem n Started
Portal Portal ent Message
Messages messages.
Page 341 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Configure notification Model urem Notificatio Started
Supplier generation ent n
Notification and delivery Configurat
s interval for ion
supplier user
notifications,
such as
expiring
business
classification
.
Page 342 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Sourcin Proc Y Y
Sourcing List maintain g urem
on components
for Sourcing
including
negotiation
styles,
negotiation
templates,
cost factor
lists, and
attribute
lists.
Page 343 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Sourcin Proc N Y Y Y FSCMUI Supplier Not
Negotiation negotiation g urem Negotiatio Started
Styles styles that ent n Style,
category Supplier
managers Negotiatio
can use n Styles :
during Enabled
negotiation Document
document Type
creation.
Page 344 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Sourcin Proc N Y Y Y FSCMUI Applicatio Not
Sourcing maintain g urem n Started
Lookups lookup ent Standard
values for Lookup
supplier
negotiations,
such as
requirement
section,
attribute
group name,
and
standard
organization.
Page 345 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Supplier Proc N Y Y Y FSCMUI Supplier Not
Supplier questions for Qualific urem Qualificati Started
Questions supplier ation ent on
qualification Question
managers
and category
managers to
use during
supplier
qualification
or sourcing
processes.
Page 346 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define the Sourcin Proc N Y Y Y FSCMUI Supplier Not
Attribute public g urem Negotiatio Started
Lists attribute ent n Line
lists. Attribute
Attribute lists List,
contain Supplier
related line Negotiatio
attributes. n List
Category Attribute,
managers Supplier
can use Negotiatio
attribute lists n List
when Attribute
creating new Group,
negotiation Supplier
lines. Negotiatio
n List
Attribute
Score
Page 347 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define cost Sourcin Proc N Y Y Y FSCMUI Supplier Not
Cost factors to g urem Negotiatio Started
Factors identify ent n Cost
additional Factor
acquisition Type
costs.
Page 348 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define cost Sourcin Proc N Y Y Y FSCMUI Supplier Not
Cost Factor factor lists. g urem Negotiatio Started
Lists Cost factor ent n Cost
lists contain Factor
related cost List,
factors. Supplier
Category Negotiatio
managers n List Cost
can use cost Factor
factor lists
when
creating new
negotiation
lines.
Page 349 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Sourcin Proc N Y Y Y FSCMUI Applicatio Not
Sourcing maintain the g urem n Flexfield Started
Value Sets Sourcing ent Value Set
value sets
for Sourcing
flexfields.
Page 350 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Sourcin Proc N Y Y Y FSCMUI Applicatio Not
Sourcing maintain the g urem n Started
Descriptive optional ent Descriptiv
Flexfields Sourcing e Flexfield
descriptive
flexfields.
Page 351 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Enable and Sourcin Proc N Y Y Y FSCMUI Sourcing Not
Sourcing disable g urem Notificatio Started
Notification Sourcing ent n
s notifications.
Page 352 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Task Configure Sourcin Proc N Y N N FSCMUI Not
Configure the service g urem Started
Negotiation that allows ent
Award customers to
Outbound create
Service purchasing
documents
in their
applications
from the
supplier
negotiation
award
information.
Page 353 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Sourcin Proc N Y Y N FSCMUI Applicatio Not
Sourcing edit g urem n Started
Messages Sourcing ent Message
messages.
Page 354 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Supplier Proc Y Y
Supplier List maintain Qualific urem
Qualificatio setup ation ent
n components
Configurati for Supplier
on Qualification
including
questions,
qualification
areas, and
qualification
models.
Page 355 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Supplier Proc N Y Y Y FSCMUI Applicatio Not
Subject subjects to Qualific urem n Started
Lookup organize ation ent Standard
questions Lookup
into different
categories.
Page 356 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Supplier Proc N Y Y Y FSCMUI Applicatio Not
Standards standards Qualific urem n Started
Organizatio organization ation ent Standard
n Lookup s to Lookup
associate
questions
with specific
standards
organization.
Page 357 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Supplier Proc Y Y Y Y FSCMUI Supplier Not
Supplier questions for Qualific urem Qualificati Started
Questions supplier ation ent on
qualification Question
managers
and category
managers to
use during
supplier
qualification
or sourcing
processes.
Page 358 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Supplier Proc Y Y Y Y FSCMUI Supplier Not
Qualificatio qualification Qualific urem Qualificati Started
n Areas areas for ation ent on Area
supplier
qualification
managers
and category
managers to
use during
supplier
qualification
or sourcing
processes.
Page 359 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Qualificatio qualification Qualific urem Qualificati Started
n Models models for ation ent on Model
supplier
qualification
managers to
use during
supplier
qualification
process.
Page 360 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier supplier Qualific urem Qualificati Started
Qualificatio qualification ation ent on Rule
n Rule Sets rule sets that Set
establish the
conditions
and
questions to
be asked to
suppliers
either during
the supplier
registration
process or
on an
initiative that
is
automaticall
y created
based on
certain
events.
Page 361 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define the Supplier Proc N Y Y Y FSCMUI Applicatio Not
Qualificatio qualification Qualific urem n Started
n Outcome outcomes ation ent Standard
Lookup that will Lookup
default on
new
qualification
areas.
Page 362 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define the Supplier Proc N Y Y Y FSCMUI Applicatio Not
Assessmen assessment Qualific urem n Started
t Outcome outcomes ation ent Standard
Lookup that supplier Lookup
qualification
managers
assign to
suppliers at
the end of
an
assessment
evaluation
process.
Page 363 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Supplier Proc N Y Y Y FSCMUI Applicatio Not
Supplier maintain the Qualific urem n Flexfield Started
Qualificatio Supplier ation ent Value Set
n Value Qualification
Sets value sets
for Supplier
Qualification
flexfields.
Page 364 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define and Supplier Proc N Y Y Y FSCMUI Applicatio Not
Supplier maintain the Qualific urem n Started
Qualificatio Supplier ation ent Descriptiv
n Qualification e Flexfield
Flexfields flexfields.
Page 365 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Review and Supplier Proc N Y Y N FSCMUI Applicatio Not
Supplier edit Supplier Qualific urem n Started
Qualificatio Qualification ation ent Message
n messages.
Messages
Page 366 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Purchas Proc Y Y
Procureme List maintain ing urem
nt Contract setup ent
Terms components
Configurati for
on Procurement
Contracts
such as
contract
terms library
configuration
.
Page 367 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define and Purchas Proc Y Y Busine
Supplier List manage ing urem ss Unit
Contract setup related ent
Manageme to
nt Business procurement
Function contract
Configurati business
on functions for
a business
unit.
Page 368 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Specify Enterpri CRM Y Y Y Y FSCMUI Contract Not
Specify supplier se Managem Started
Supplier contract Contract ent
Contract managemen s Business
Manageme t properties, Function
nt Business such as
Function contract
Properties standards,
policies, and
adoption
rules.
Page 369 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define Commo CRM Y Y
Approval List approval n CRM
Manageme routing
nt for structures
Customer and controls
Relationshi to match
p your
Manageme organization'
nt s needs.
Page 370 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Commo CRM Y Y N N FASOA Not
Manage edit approval n CRM Started
Task flow rules for
Configurati workflow
ons for tasks.
Customer
Relationshi
p
Manageme
nt
Page 371 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Incentiv IC N Y N N FASOA Not
Manage edit approval e Started
Task flow rules for Compen
Configurati workflow sation
ons for tasks.
Incentive
Compensat
ion
Page 372 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Applicati ATF Y Y N N FASOA Not
Groups
Page 373 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define and Enterpri CRM Y Y
Contract List manage se
Terms reference Contract
Library information s
Configurati for library
on content,
including
standard
and
alternate
clauses,
contract
terms
templates,
and Contract
Expert rules.
Page 374 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Review and Enterpri CRM N Y
Clause and List define se
Template lookup Contract
Manageme values that s
nt Lookups provide
and choices for
Profiles categorizing
clauses in
the contract
terms library.
Specify the
Enterprise
Scheduler
Service
server
directory
where files
will be
uploaded
and
imported into
the Contract
Terms
Library by
the Import
Clauses
from XML
File process.
Page 375 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Enterpri CRM N Y Y Y FSCMUI Applicatio Not
Manage maintain the se n Flexfield Started
Contract value sets Contract Value Set
Terms used to s
Value Sets enter values
for contract
variables
and to
answer
questions
that appear
when
running the
Contract
Expert utility
during
contract
authoring.
Page 376 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Enterpri CRM N Y Y Y FSCMUI Applicatio Not
Manage define se n Started
Contract lookup Contract Standard
Clause values that s Lookup
Types provide
choices for
categorizing
clauses in
the contract
terms library.
Page 377 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Enterpri CRM N Y Y Y FSCMUI Applicatio Not
Manage additional se n Started
Contract fields to Contract Descriptiv
Terms enter and s e Flexfield
Descriptive track
Flexfields information
that is not
otherwise
captured.
Descriptive
flexfields can
be validated
and
dependent
on other
values
entered in
other areas
of the page.
Page 378 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Specify the Enterpri CRM N Y Y Y FSCMUI Applicatio Not
Specify Enterprise se n Profile Started
Contract Scheduler Contract Value
Clause Service s
Import XML server
File directory
Location where files
will be
uploaded
and
imported into
the Contract
Terms
Library by
the Import
Clauses
from XML
File process.
Page 379 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Task Create and Purchas Proc Y Y Y Y CRMUI Electronic Not
Configure maintain ing urem Signature Started
Electronic account ent Setup
Signature credentials
for for third-
Procureme party
nt electronic
Documents signature
application.
Page 380 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Receivi SCM Y Y
Receiving List maintain ng
for setup
Procureme components
nt for receipt
processing
controls and
defaults in
Procurement
, including
receiving
parameters,
profile
options,
descriptive
flexfields,
and value
sets.
Page 381 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Receivi SCM N Y Y Y FSCMUI Applicatio Not
Receiving profile option ng n Profile Started
Profile settings and Value
Options values to
control
receiving
behavior
such as
Aging Period
for Extended
Receipt
Settlement.
Page 382 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Create and Receivi SCM N Y Y Y FSCMUI Applicatio Not
Receiving edit ng n Flexfield Started
Value Sets receiving Value Set
value sets.
Page 383 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Define Receivi SCM N Y Y Y FSCMUI Applicatio Not
Receiving validation ng n Started
Descriptive and display Descriptiv
Flexfields properties of e Flexfield
descriptive
flexfields for
receiving.
Descriptive
flexfields are
used to add
attributes to
entities.
Page 384 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Manage Task Configure Receivi SCM Y Y Y Y FSCMUI Receiving Not
Receiving receiving ng Parameter Started
Parameters parameters
to specify
default
receiving
options for
the
organization.
Page 385 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Configure Receipt SCM N Y
Receipt List receipt Account
Accounting accounting ing
structures
and policies.
Page 386 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Subledg Fina Y Y Subled
Subledger List subledger er ncial ger
Accounting accounting Account s Applica
Rules and set up ing tion
subledger Setup
accounting
rules.
Page 387 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Subledg Fina N Y
Subledger List the er ncial
Application subledger Account s
and transaction ing
Sources model used
to apply the
accounting
rules and
generate
entries.
Page 388 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

g event Source nt,
Accou g Event
nting Type,
Event Subledger
Class, Accountin
Subled g Event
ger Class,
Accou Subledger
nting Accountin
Event g Event
Class Class
Option Options,
s,Subl Subledger
edger Applicatio
Applica n,
tion,Su Subledger
bledge Applicatio
r n Setup,
Page 389 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Applica Subledger
tion Entity
Setup, Mapping,
Subled Subledger
ger Process
Proces Category,
s Subledger
Catego Process
ry,Subl Category
edger Setup,
Transa Subledger
ction Transactio
Entity n Entity
Type,S Type,
ubledg Subledger
er User User
Transa Transactio
ction n
er Transactio
n Entity
Type
Page 390 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Options new
subledger
application
registered or
updates are
made to any
of the
following
after ledgers
are defined;
event model,
event class,
or event
type.
Page 391 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Subledg Fina N Y Y Y FSCMUI Subled Subledger Not
Manage maintain the er ncial ger Applicatio Started
Subledger transaction Account s Applica n Setup,
Application object and ing tion Subledger
Transactio reference Setup Reference
n Objects object Object
definitions Setup,
and the Subledger
source Source
assignments Assignme
. nt,
Subledger
Transactio
n Object
Setup
Page 392 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Create and process to er ncial Started
Assign generate Account s
Sources sources and ing
source
assignments
based on the
object
definitions
after
creating or
modifying
transaction
objects.
Page 393 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

which ing
provide
transaction
attribute
values into
the journal
entry
generation
mechanism.
Sources are
used in the
definition of
the rules.
Page 394 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Maintain the Subledg Fina N Y Y Y FSCMUI Subled Subledger Not
Manage attributes of er ncial ger Accountin Started
Accounting a journal Account s Accou g
Attributes entry by ing nting Attribute,
mapping the Attribut Subledger
sources e Accountin
which will Formul g Attribute
provide the a,Subl Formula,
values edger Subledger
during entry Accou Accountin
generation. nting g Attribute
Attribut Formula
e Detail,
Formul Subledger
a Accountin
Detail, g Attribute
Subled Formula
ger Source
Accou
nting
Attribut
e
Formul
a
Source
Page 395 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Subledg Fina N Y
Subledger List subledger er ncial
Accounting accounting Account s
Methods methods and ing
their
subcompone
nts such as
journal line
rules,
description
rules, and
account
rules, which
are applied
in the
generation
of
accounting
entries.
Page 396 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial ger Formula, Started
User- rule that Account s Formul Subledger
Defined calculates a ing a Formula
Formulas numeric Detail, Detail,
value or to Subled Subledger
derive an ger Formula
alphanumeri Formul Source
c value a
based on Source
certain
transaction
attribute
values.
Formulas
can be used
in journal
line rules,
account
rules,
description
rules,
supporting
references
or mapping
sets.
Page 397 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial ger Journal Started
Journal rule used to Account s Journal Line Rule,
Line Rules convert ing Line Subledger
transaction Rule Journal
data into a Accou Line Rule
journal entry nting Accountin
line. Attribut g Attribute
e Assignme
Assign nt,
ment Subledger
Journal
Line Rule
Condition
Page 398 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Descriptio Started
Description rule that Account s n Rule,
Rules creates a ing Subledger
description Descriptio
for a n Rule
subledger Condition,
journal entry Subledger
or any of its Descriptio
lines. n Rule
Detail,
Subledger
Descriptio
n Rule
Priority
Page 399 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

the segment Mapping
or entire Set,
account Subledger
value based Mapping
transaction Source,
attribute Subledger
values. Mapping
Mapping Set Value,
sets are Subledger
used in Mapping
account Set Value
rules. Assignme
nt,
Subledger
Transactio
n Account
Type
Page 400 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

determine Account
the accounts Rule
for Condition,
subledger Subledger
journal Account
entries. Rule
Detail
Page 401 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Subledg Fina N Y Y Y FSCMUI Supportin Not
Manage maintain the er ncial g Started
Supporting object that Account s Reference
References stores ing Detail,
additional Supportin
transaction g
information Reference
about a Header
subledger
journal entry
either at the
header or
line level.
Supporting
references
can also be
used to
establish a
subledger
balance for
each value
of a
transaction
attribute and
account.
Page 402 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Subledger rules that will Account s Journal Entry Rule
Journal generate a ing Entry Set,
Entry Rule complete Rule Subledger
Sets subledger Set Journal
journal entry. Accou Entry Rule
nt Rule Set
Assign Account
ment,S Rule
ubledg Assignme
er nt,
Journal Subledger
Entry Journal
Rule Entry Rule
Set Set
Journal Journal
Entry Entry
Header Header
Assign Assignme
ment,S nt,
ubledg Subledger
er Journal
Journal Entry Rule
Entry Set
Rule Journal
Set Line Rule
Journal Assignme
Page 403 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Line nt,
Rule Subledger
Assign Journal
ment,S Entry Rule
ubledg Set
er Supportin
Journal g
Entry Reference
Rule Assignme
Set nt
Suppor
ting
Refere
nce
Assign
ment
Page 404 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain er ncial ger Accountin Started
Accounting method used Account s Accou g Method,
Methods to record the ing nting Subledger
financial Metho Accountin
impact of d g Method
subledger Journal Journal
transactions, Entry Entry Rule
such as Rule Set
accrual Set Assignme
basis, cash Assign nt
basis, or ment
combined
basis
accounting.
Page 405 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Activate process to er ncial Started
Subledger validate the Account s
Journal configuration ing
Entry Rule and activate
Set the usage of
Assignmen the
ts accounting
method after
making any
updates on
the journal
entry rule set
components
or their
assignments
on the
Accounting
Method
page.
Page 406 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Import Task Use the Subledg Fina N Y N N FSCMUI Not
Supporting manual er ncial Started
Reference journal entry Account s
Initial spreadsheet ing
Balances to initialize
the
supporting
reference
balances.
Page 407 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

level to Run
journal ion,
entries are Ledger
generated Level
for Subledger
ion
Page 408 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain the er ncial Accountin Started
Accounting list of Account s g Class
Class accounting ing Usage,
Usages classes that Subledger
are used to Post
determine Accountin
which g
journal entry Assignme
lines to nt
retrieve Definition,
during a Subledger
particular Post
process. The Accountin
process can g Class
be a report Assignme
or any other nt
post-
accounting
program.
Page 409 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Subledg Fina N Y Y Y FSCMUI Financials Not
Manage maintain er ncial Generic Started
Subledger lookup Account s Lookup
Accounting values for ing
Lookups Oracle
Fusion
Subledger
Accounting,
such as
accounting
class values
and journal
entry types.
Page 410 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Subledg Fina N Y Y Y FSCMUI Applicatio Not
Manage profile option er ncial n Profile Started
Subledger settings and Account s Value
Accounting values to ing
Profile control
Options Oracle
Fusion
Subledger
Accounting
behavior
such as
enabling
diagnostics
which will
capture
transaction
data used in
journal entry
generation.
Page 411 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage validation er ncial n Started
Subledger and display Account s Descriptiv
Accounting properties of ing e Flexfield
Oracle
Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
Page 412 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Define and Payable Fina Y Y
Invoicing List maintain s ncial
and prerequisite s
Payments setup
Configurati components
on for the
payables
configuration
required for
Oracle
Fusion
Procurement
.
Page 413 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define and Payable Fina Y Y
Supplier List maintain s ncial
Configurati minimum s
on for supplier
Financials setup
components
prior to
creating
suppliers
including
lookups,
supplier
numbering,
supplier
value sets,
and supplier
descriptive
flexfields.
Page 414 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Specify the Supplier Proc N Y Y Y FSCMUI Supplier Not
Specify supplier Model urem Number Started
Supplier number to ent
Numbering be used
when the
next supplier
record is
created.
Page 415 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier set of values ent Standard
Type that Lookup
Lookup categorize
suppliers for
reporting
purposes.
Page 416 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Tax set of values ent Standard
Organizatio that Lookup
n Type categorize
Lookup suppliers for
tax reporting
purposes.
Page 417 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Value Sets value sets.
Page 418 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Descriptive flexfields e Flexfield
Flexfields value for the
supplier.
Page 419 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage maintain Model urem n Started
Bank flexfield e Flexfield
Account values for
Flexfields bank
accounts.
Page 420 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Supplier Proc N Y Y N FSCMUI Applicatio Not
Manage edit Supplier Model urem n Started
Supplier messages. ent Message
Messages
Page 421 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Configure e- Supplier Proc N Y Y Y FSCMUI Enable Not
Configure mail Model urem New Started
New notification ent Supplier
Supplier for new Notificatio
Notification suppliers n, New
approved for Supplier
spend. Notificatio
n
Page 422 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage roles that Model urem User Started
Supplier can be ent Roles
User Roles provisioned
to supplier
users.
Page 423 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Supplier List supplier data Model urem
Data through file ent
through based import
File Based process.
Import
Page 424 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Upload Supplier Proc N Y N N FSCMUI Not
Upload supplier Model urem Started
Supplier import file ent
Import File through
UCM.
Page 425 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Load Supplier Proc N Y N N FSCMUI Not
Load supplier Model urem Started
Supplier import ent
Interface interface
through through
Scheduled scheduled
Process process.
Page 426 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Import Supplier Proc N Y N N FSCMUI Supplier Not
Import supplier data Model urem Started
Suppliers through ent
scheduled
process.
Page 427 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define setup Payable Fina Y Y
Payables List to implement s ncial
the parts of s
applications
specific to
Oracle
Fusion
Payables.
Page 428 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Payable Fina N Y N N Not
Automated Oracle s ncial Started
Invoice WebCenter s
Processing Imaging,
Configurati Oracle
on WebCenter
Capture, and
Oracle
WebCenter
Forms
recognition
to import
invoice
images,
recognize
and capture
invoice data,
and send the
invoices to
Oracle
Fusion
Payables for
payment.
Page 429 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Payable Fina N Y Y Y FSCMUI Payables Not
Manage calendars s ncial Calendar Started
Payables used for key s Period,
Calendars indicator Payables
reports, Calendar
payment Type
terms, and
withholding.
Page 430 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define and Payable Fina Y Y Y Y FSCMUI Payment Not
Manage maintain s ncial Term Started
Payment Oracle s Header,
Terms Fusion Payment
Payables Term Line,
payment Payment
terms in use Term
by an Subscripti
organization. on
Page 431 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define the Payable Fina N Y Y Y FSCMUI Invoice Not
Manage matching s ncial Tolerance Started
Invoice tolerances to s Set
Tolerances allow for
variances
between
invoice,
purchase
order, and
receipt
information.
Define both
percentage-
based and
amount-
based
tolerances.
Page 432 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define setup Payable Fina N Y
Tax and withholding. s
Withholdin
g
Page 433 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define tax Payable Fina N Y Y Y FSCMUI 1099 Tax Not
Manage regions if s ncial Region Started
Tax you are s
Regions using 1099
Electronic
Media
Combined
Filing
Program
reporting in
the United
States.
Page 434 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage reporting s ncial Reporting Started
Reporting entities for s Entity,
Entities U.S. 1099 Payables
tax Reporting
reporting. Entity
Member
Page 435 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Payable Fina N Y Y Y FSCMUI Tax Business Not
Manage tax names or s ncial Regim Unit GCO Started
Tax Codes tax codes for s e,Tran Tax
withholding saction Subscripti
taxes to Tax on,
specify Business
rates, Unit
effective Regime
dates, and Subscripti
tax amount on Detail,
limits for the Business
tax authority. Unit
Regime
Usage,
Business
Unit Tax
Regime
Profile,
Tax
Regime,
Tax
Regime
Subscripti
on
Exclusion,
Transactio
n Default
Tax
Page 436 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Account,
Transactio
n
Jurisdictio
n Default
Tax
Account,
Transactio
n Tax,
Transactio
n Tax
Jurisdictio
n,
Transactio
n Tax
Threshold
Schedule,
Transactio
n Tax
Threshold
Schedule
Control
Page 437 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina N Y Y Y FSCMUI Tax Rule, Not
Manage withholding s ncial Tax Rule Started
Withholdin tax s Condition,
g Tax classification Tax Rule
Classificati s that Condition
ons include Set, Tax
multiple Rule
withholding Condition
tax type tax Set
codes. Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
Page 438 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina N Y Y Y FSCMUI Tax Not
Manage withholding s ncial Exemption Started
Withholdin tax code rate s
g exceptions
Certificates for a supplier
site. Create
a certificate
by specifying
a rate
exception for
all invoices
of a supplier
site or a
single
invoice.
Page 439 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Payable Fina Y Y Busine
Common List defaults and s ncial ss Unit
Options for control s
Payables options to
and simplify
Procureme supplier,
nt requisition,
purchase
order,
invoice, and
payment
entry.
Page 440 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define and Purchas Proc Y Y Y Y FSCMUI Procurem Not
Manage maintain ing urem ent Agent, Started
Procureme procurement ent Procurem
nt Agents agents ent Agent
access to Access
information
such as
purchasing
documents,
suppliers,
approved
supplier list
entries, and
business
intelligence
spend data.
Page 441 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Select and Payable Fina Y Y Y Y FSCMUI Payables Not
Manage maintain s ncial Financials Started
Common common s Option
Options for options for
Payables the
and integration
Procureme between
nt Oracle
Fusion
Payables
and Oracle
Fusion
Procurement
.
Page 442 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Payable Fina Y Y Busine
General List control s ncial ss Unit
Payables options and s
Options defaults
used
throughout
Oracle
Fusion
Payables.
Set defaults
to simplify
supplier
entry,
invoice
entry, and
automatic
payment
processing.
Page 443 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina Y Y Y Y FSCMUI Payables Not
Manage invoicing- s ncial System Started
Invoice related s Option
Options defaults and
controls
used in
invoice
processing.
Page 444 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina Y Y Y Y FSCMUI Payables Not
Manage payment- s ncial System Started
Payment related s Option
Options defaults and
controls
used in
payment
processing.
Page 445 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina N Y Y Y FSCMUI Configurat Not
Manage withholding s ncial ion Owner Started
Tax tax-related s Tax
Reporting defaults and Option,
and controls Payables
Withholdin used in System
g Tax withholding Option
Options tax
processing.
Page 446 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define setup Payable Fina N Y
Configurati the parts of s
on applications
specific to
Oracle
Fusion
Payables.
Page 447 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Payable Fina N Y Y Y FSCMUI Financials Not
Manage maintain s ncial Generic Started
Payables lookup s Lookup
Lookups values for
invoices,
such as
holds and
pay groups.
Page 448 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina N Y Y Y FSCMUI Applicatio Not
Manage validation s ncial n Started
Payables and display s Descriptiv
Descriptive properties of e Flexfield
flexfields for
invoices and
payments.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 449 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage profile option s ncial n Profile Started
Payables settings and s Value
Profile values to
Options control
reconciliatio
n data
behavior
such as
purge
frequency.
Page 450 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage document s ncial n Started
Payables categories s Document
Document and assign Sequence
Sequences sequences
to Oracle
Fusion
Payables
documents.
Page 451 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Payable Fina N Y Y Y FSCMUI Distributio Not
Manage distribution s ncial n Set, Started
Distribution sets to s Distributio
Sets automaticall n Set
y enter Member
distributions
for an
invoice when
they are not
matched to a
purchase
order.
Page 452 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define holds Payable Fina N Y Y Y FSCMUI Approval Not
Manage to manually s ncial Code Started
Invoice hold or s
Holds and release
Releases invoices.
Define
release
names used
to remove
the holds
that are
applied on
the invoices.
Page 453 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define time Payable Fina N Y Y Y FSCMUI Aging Not
Manage periods used s ncial Period Started
Aging by the s Header,
Periods invoice Aging
aging report. Period
Line
Page 454 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Define Payable Fina N Y
Payment List payment- s ncial
Options related s
defaults and
controls
used in
payment
processing.
Page 455 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage interest rates s ncial Interest Started
Interest used to s Rate
Rates calculate
and pay
interest on
overdue
invoices.
Page 456 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define the Payable Fina N Y Y Y FSCMUI Payables Not
Manage fees charged s ncial Bank Started
Bank by a s Charge,
Charges customer's Payables
bank, which Bank
is the Charge
transferring Member
bank, to
transfer
money to a
supplier's
bank, which
is the
receiving
bank.
Page 457 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Paymen Fina Y Y
Disbursem List the ability to ts ncial
ents disburse s
funds, such
as setting up
payment
methods
with
validations
and payment
process
profiles.
Page 458 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Paymen Fina N Y Y Y FSCMUI Financials Not
Manage maintain ts ncial Generic Started
Disbursem lookup s Lookup
ent values for
Lookups disbursemen
t lookups.
Page 459 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Paymen Fina N Y Y Y FSCMUI Applicatio Not
Manage validation ts ncial n Started
Disbursem and display s Descriptiv
ent properties of e Flexfield
flexfields for
disbursemen
t flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 460 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Paymen Fina N Y Y Y FSCMUI Disbursem Not
Manage disbursemen ts ncial ent Started
Payment t payment s Payment
Methods methods and Method,
the Disbursem
validations ent
that are Payment
assigned to Method
them. Usage
Page 461 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define rules Paymen Fina N Y Y Y FSCMUI Payment Not
Manage that ts ncial Method Started
Payment determine s Defaulting
Method which Rule
Defaulting payment Usage,
Rules method will Payment
default onto Method
an invoice or Defaulting
other Rules
document
payable.
Page 462 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Paymen Fina N Y Y Y FSCMUI Payment Not
Manage delivery ts ncial Code Started
Payment channel s
Codes codes, bank
instruction
codes, and
payment
reason
codes.
Payment
codes map
to values
used by your
financial
institution.
Page 463 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Paymen Fina N Y Y Y FSCMUI Payment Not
Manage payment ts ncial Process Started
Payment process s Profile
Process profiles, Usage,
Profiles which are Payment
setup Process
entities that Profiles
determine
the payment
process that
will be
followed for
each
document
payable.
Page 464 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Paymen Fina N Y Y Y FSCMUI Internal Not
Manage options at ts ncial Payer Started
Disbursem the s
ent System enterprise
Options and
business
unit level
that affect
the
disbursemen
t process.
Page 465 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Grant Task Define Paymen Fina N Y N N Not
Payment payment ts ncial Started
Function function s
Access access,
which
controls the
user's ability
to view or
process
documents
payable
based on
payment
purpose.
Page 466 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Task Configure Paymen Fina Y Y
Configure List options that ts ncial
Payment are shared s
System by
Connectivit disbursemen
y t and funds
capture,
such as
formats,
transmission
details, and
payment
systems.
Page 467 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Paymen Fina N Y Y Y FSCMUI Financials Not
Manage maintain ts ncial Generic Started
Payment lookup s Lookup
System values for
Connectivit external
y Lookups connectivity.
Page 468 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Define Paymen Fina N Y Y Y FSCMUI Applicatio Not
Manage validation ts ncial n Started
Payment and display s Descriptiv
System properties of e Flexfield
Connectivit descriptive
y Flexfields flexfields for
external
connectivity
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 469 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create new Paymen Fina N Y N N Not
Manage BI or modify ts ncial Started
Publisher seeded s
Templates payment
templates in
BI Publisher.
Payment
templates
are required
by Oracle
Fusion
Payments to
correctly
format funds
capture and
funds
disbursemen
t
transactions.
Page 470 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage aliases that ts ncial Format Started
Code Map will be used s Code Map
Groups instead of Field,
internal Payment
codes in files Format
that are sent Code Map
to a third Field
party. Value,
Payment
Format
Code Map
Group
Page 471 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage payment ts ncial Process Started
Formats formats, s Format,
associate Payment
them with BI Process
Publisher Validation
templates, Assignme
and assign nt,
validations. Payment
Process
Validation
Value
Page 472 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Add Paymen Fina N Y Y Y FSCMUI Payment Not
Manage parameter ts ncial System Started
Transmissi values to s Transmiss
on transmission ion
Configurati protocols. Configurat
ons ion,
Payment
System
Transmiss
ion
Parameter
, Payment
System
Transmiss
ion
Protocol,
Payment
System
Transmiss
ion Value
Page 473 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage external ts ncial System, Started
Payment organization s Payment
Systems s, such as System
banks or Account
payment Name,
processors Payment
that process System
funds Account
capture and Value,
disbursemen Payment
t System
transactions. Format,
Payment
System
Key,
Payment
System
Scheme,
Payment
System
Transmiss
ion
Page 474 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Integrate Paymen Fina N Y N N Not
Integrate with third ts ncial Started
External party s
Payment payment
Systems systems for
both funds
capture and
disbursemen
t transaction
processing.
Page 475 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 View Task View details Paymen Fina N Y N N FSCMUI Payment Not
Validations of payment ts ncial Validation Started
validation s Rule
rules and the
entities to
which they
are
assigned.
Page 476 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Set Paymen Fina Y Y
Payments List encryption ts ncial
Security and masking s
options for
payment
data.
Page 477 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Set Paymen Fina N Y N N FSCMUI Payment Not
Manage encryption ts ncial Security Started
System and s Configurat
Security decryption ion
Options keys for
payment
files and
payment
instruments.
Set masking
display
options for
credit cards
and bank
accounts.
Page 478 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Task List for Payable Fina Y Y
Subledger List configuring s ncial
Accounting Sub-Ledger s
for Accounting
Invoicing Rules for
and Invoicing
Payments and
Payments.
Page 479 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Subledg Fina Y Y Subled
subledger Setup
accounting
rules.
Page 480 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Define List the er ncial
Subledger subledger Account s
Application transaction ing
and model used
Sources to apply the
accounting
rules and
generate
entries.
Page 481 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

g event Source nt,
Accou g Event
nting Type,
Event Subledger
Class, Accountin
Subled g Event
ger Class,
Accou Subledger
nting Accountin
Event g Event
Class Class
Option Options,
s,Subl Subledger
edger Applicatio
Applica n,
tion,Su Subledger
bledge Applicatio
r n Setup,
Page 482 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Applica Subledger
tion Entity
Setup, Mapping,
Subled Subledger
ger Process
Proces Category,
s Subledger
Catego Process
ry,Subl Category
edger Setup,
Transa Subledger
ction Transactio
Entity n Entity
Type,S Type,
ubledg Subledger
er User User
Transa Transactio
ction n
er Transactio
n Entity
Type
Page 483 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Options new
subledger
application
registered or
updates are
made to any
of the
following
after ledgers
are defined;
event model,
event class,
or event
type.
Page 484 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

definitions Setup,
and the Subledger
source Source
. nt,
Subledger
Transactio
n Object
Setup
Page 485 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

source
assignments
based on the
object
definitions
after
creating or
modifying
transaction
objects.
Page 486 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

which ing
provide
transaction
attribute
values into
the journal
entry
generation
mechanism.
Sources are
used in the
definition of
the rules.
Page 487 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

sources e Accountin
Attribut Formula
e Detail,
Formul Subledger
a Accountin
Detail, g Attribute
Subled Formula
ger Source
Accou
nting
Attribut
e
Formul
a
Source
Page 488 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Subledg Fina N Y
Subledger accounting Account s
Accounting methods and ing
Methods their
subcompone
nts such as
journal line
rules,
description
rules, and
account
rules, which
are applied
in the
generation
of
accounting
entries.
Page 489 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

c value a
based on Source
certain
transaction
attribute
values.
Formulas
can be used
in journal
line rules,
account
rules,
description
rules,
supporting
references
or mapping
sets.
Page 490 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

e Assignme
Assign nt,
ment Subledger
Journal
Line Rule
Condition
Page 491 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

for a n Rule
lines. n Rule
Detail,
Subledger
Descriptio
n Rule
Priority
Page 492 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

the segment Mapping
or entire Set,
account Subledger
value based Mapping
transaction Source,
attribute Subledger
values. Mapping
Mapping Set Value,
sets are Subledger
used in Mapping
account Set Value
rules. Assignme
nt,
Subledger
Transactio
n Account
Type
Page 493 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

determine Account
the accounts Rule
for Condition,
subledger Subledger
journal Account
entries. Rule
Detail
Page 494 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

transaction g
about a Header
subledger
journal entry
either at the
header or
line level.
Supporting
references
can also be
used to
establish a
subledger
balance for
each value
of a
transaction
attribute and
account.
Page 495 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

nt Rule Set
Assign Account
ment,S Rule
ubledg Assignme
er nt,
Journal Subledger
Entry Journal
Rule Entry Rule
Set Set
Journal Journal
Entry Entry
Header Header
Assign Assignme
ment,S nt,
ubledg Subledger
er Journal
Journal Entry Rule
Entry Set
Rule Journal
Set Line Rule
Journal Assignme
Page 496 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Line nt,
Rule Subledger
Assign Journal
ment,S Entry Rule
ubledg Set
er Supportin
Journal g
Entry Reference
Rule Assignme
Set nt
Suppor
ting
Refere
nce
Assign
ment
Page 497 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

such as Rule Set
basis, or ment
combined
basis
accounting.
Page 498 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Set the usage of
Assignmen the
ts accounting
method after
making any
updates on
the journal
entry rule set
components
or their
assignments
on the
Accounting
Method
page.
Page 499 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Use the Subledg Fina N Y N N FSCMUI Not
Import manual er ncial Started
Supporting journal entry Account s
Reference spreadsheet ing
Initial to initialize
Balances the
supporting
reference
balances.
Page 500 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

level to Run
journal ion,
entries are Ledger
generated Level
for Subledger
ion
Page 501 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

are used to Post
determine Accountin
which g
lines to nt
during a Subledger
particular Post
process can g Class
or any other nt
post-
accounting
program.
Page 502 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Lookups Oracle
Fusion
Subledger
Accounting,
such as
accounting
class values
and journal
entry types.
Page 503 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Profile control
Options Oracle
Fusion
Subledger
Accounting
behavior
such as
enabling
diagnostics
which will
capture
transaction
data used in
journal entry
generation.
Page 504 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Oracle
Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
Page 505 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Configure Cash Fina Y Y
Cash List components Manage ncial
Manageme for cash ment s
nt and managemen
Banking t and
Configurati banking
on such as
banks,
branches,
accounts,
and bank
statement
reconciliatio
n.
Page 506 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Cash Fina N Y
Common List the profile Manage ncial
Cash and options, ment s
Treasury lookups,
Manageme descriptive
nt flexfields
Configurati and other
on common
components
for Oracle
Fusion Cash
Managemen
t.
Page 507 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Cash Fina N Y Y Y FSCMUI Applicatio Not
Manage validation Manage ncial n Started
Cash and display ment s Descriptiv
Manageme properties of e Flexfield
nt descriptive
Descriptive flexfields for
Flexfields cash
managemen
t. Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 508 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Cash Fina N Y Y Y FSCMUI Applicatio Not
Manage profile option Manage ncial n Profile Started
Cash settings and ment s Value
Manageme values to
nt Profile control
Options behavior
such as
bank
account
number
masking.
Page 509 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Cash Fina N Y Y Y FSCMUI Financials Not
Manage maintain Manage ncial Generic Started
Cash lookup ment s Lookup
Manageme values for
nt Lookups cash
managemen
t such as
bank
balance
codes and
transaction
types.
Page 510 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Bank List setup for Manage ncial
Statement bank ment s
Processing statement
and processing
Reconciliati and
on reconciling
bank
statements.
Page 511 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Maintain Cash Fina Y Y Y Y FSCMUI Bank Not
Manage codes used Manage ncial Transactio Started
Bank to identify ment s n Code
Statement the type of
Transactio transaction
n Codes the bank
statement
line
represents.
Page 512 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Cash Fina N Y Y Y FSCMUI Bank Not
Manage edit rule sets Manage ncial Statement Started
Parse Rule to parse ment s Parsing
Sets data from Rule,
one field to Bank
another Statement
during bank Parsing
statement Rule Set
import.
Page 513 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Cash Fina N Y Y Y FSCMUI Bank Not
Manage rules for the Manage ncial Statement Started
Bank creation and ment s Transactio
Statement accounting n Creation
Transactio of Rule
n Creation transactions
Rules from bank
statement
lines.
Page 514 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Cash Fina N Y Y Y FSCMUI Cash Not
Manage edit Manage ncial Transactio Started
Cash mappings ment s n Type
Transactio between
n Type payment
Mapping methods and
transaction
types.
Page 515 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit Manage ncial Statement Started
Bank tolerance ment s Reconcilia
Statement rules such tion
Reconciliati as date and Tolerance
on amount,
Tolerance used to
Rules reconcile
bank
statements.
Page 516 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit Manage ncial Statement Started
Bank matching ment s Automatic
Statement rules used to Reconcilia
Reconciliati reconcile tion
on bank Matching
Matching statement Rule
Rules lines with
application
transactions.
Page 517 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit bank Manage ncial Statement Started
Bank statement ment s Automatic
Statement reconciliatio Reconcilia
Reconciliati n rule sets tion
on Rule used in Matching
Sets automatic Rule Set,
reconciliatio Bank
n. Statement
Reconcilia
tion Rule
Set Item
Page 518 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Set Task Create and Cash Fina Y Y
Up Banks, List edit banks, Manage ncial
Branches, branches, ment s
and and
Accounts accounts
used
throughout
the
applications.
Page 519 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Cash Fina Y Y Y Y FSCMUI Bank Bank Not
Manage edit banks. Manage ncial Gener General Started
Banks ment s al Informatio
Inform n
ation
Page 520 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Cash Fina Y Y Y Y FSCMUI Bank Not
Manage edit bank Manage ncial Branch, Started
Bank branches. ment s Bank
Branches Branch
General
Informatio
n
Page 521 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Create and Cash Fina Y Y Y Y FSCMUI Bank Not
Manage edit bank Manage ncial Account, Started
Bank accounts. ment s Bank
Accounts Account
Checkboo
k, Bank
Account
Grant,
Bank
Account
Payment
Document
, Bank
Account
Payment
Document
Category,
Bank
Account
Transactio
n Creation
Rule,
Bank
Account
Use, Bank
General
Ledger
Account
Page 522 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Cash List setup for Manage ncial
Positioning cash ment s
and positioning
Forecastin and
g forecasting
to establish
cash
positioning
and
forecasting
requirement
s.
Page 523 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Configure Cash Fina Y Y Y Y FSCMUI Cash Not
Specify flexible time Manage ncial Positionin Started
Cash spans for ment s g and
Positioning cash Forecastin
and positioning g
Forecastin and Configurat
g Options forecasting ion, Cash
reports by Positionin
leveraging g and
GL Forecastin
accounting g Time
calendars Dimension
Page 524 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Maintain the Cash Fina N Y Y Y FSCMUI Cash Not
Manage extensible Manage ncial Positionin Started
Cash cube ment s g and
Positioning dimensions Forecastin
and of the g
Forecastin Hyperion Dimension
g cube used , Cash
Transactio by cash Positionin
n Grouping positioning g and
and Forecastin
forecasting g
Dimension
Source
Page 525 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Download Cash Fina N Y N N FSCMUI Not
Create Excel Manage ncial Started
Cash template to ment s
Positioning generate
Report cash
positioning
and
forecasting
reports using
Smart View.
Page 526 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Configure Subledg Fina N Y Subled
subledger Setup
accounting
rules.
Page 527 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Define List the er ncial
Subledger subledger Account s
Application transaction ing
and model used
Sources to apply the
accounting
rules and
generate
entries.
Page 528 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

g event Source nt,
Accou g Event
nting Type,
Event Subledger
Class, Accountin
Subled g Event
ger Class,
Accou Subledger
nting Accountin
Event g Event
Class Class
Option Options,
s,Subl Subledger
edger Applicatio
Applica n,
tion,Su Subledger
bledge Applicatio
r n Setup,
Page 529 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Applica Subledger
tion Entity
Setup, Mapping,
Subled Subledger
ger Process
Proces Category,
s Subledger
Catego Process
ry,Subl Category
edger Setup,
Transa Subledger
ction Transactio
Entity n Entity
Type,S Type,
ubledg Subledger
er User User
Transa Transactio
ction n
er Transactio
n Entity
Type
Page 530 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Options new
subledger
application
registered or
updates are
made to any
of the
following
after ledgers
are defined;
event model,
event class,
or event
type.
Page 531 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

definitions Setup,
and the Subledger
source Source
. nt,
Subledger
Transactio
n Object
Setup
Page 532 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

source
assignments
based on the
object
definitions
after
creating or
modifying
transaction
objects.
Page 533 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

which ing
provide
transaction
attribute
values into
the journal
entry
generation
mechanism.
Sources are
used in the
definition of
the rules.
Page 534 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

sources e Accountin
Attribut Formula
e Detail,
Formul Subledger
a Accountin
Detail, g Attribute
Subled Formula
ger Source
Accou
nting
Attribut
e
Formul
a
Source
Page 535 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Define Subledg Fina N Y
Subledger accounting Account s
Accounting methods and ing
Methods their
subcompone
nts such as
journal line
rules,
description
rules, and
account
rules, which
are applied
in the
generation
of
accounting
entries.
Page 536 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

c value a
based on Source
certain
transaction
attribute
values.
Formulas
can be used
in journal
line rules,
account
rules,
description
rules,
supporting
references
or mapping
sets.
Page 537 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

e Assignme
Assign nt,
ment Subledger
Journal
Line Rule
Condition
Page 538 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

for a n Rule
lines. n Rule
Detail,
Subledger
Descriptio
n Rule
Priority
Page 539 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

the segment Mapping
or entire Set,
account Subledger
value based Mapping
transaction Source,
attribute Subledger
values. Mapping
Mapping Set Value,
sets are Subledger
used in Mapping
account Set Value
rules. Assignme
nt,
Subledger
Transactio
n Account
Type
Page 540 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

determine Account
the accounts Rule
for Condition,
subledger Subledger
journal Account
entries. Rule
Detail
Page 541 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

transaction g
about a Header
subledger
journal entry
either at the
header or
line level.
Supporting
references
can also be
used to
establish a
subledger
balance for
each value
of a
transaction
attribute and
account.
Page 542 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

nt Rule Set
Assign Account
ment,S Rule
ubledg Assignme
er nt,
Journal Subledger
Entry Journal
Rule Entry Rule
Set Set
Journal Journal
Entry Entry
Header Header
Assign Assignme
ment,S nt,
ubledg Subledger
er Journal
Journal Entry Rule
Entry Set
Rule Journal
Set Line Rule
Journal Assignme
Page 543 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Line nt,
Rule Subledger
Assign Journal
ment,S Entry Rule
ubledg Set
er Supportin
Journal g
Entry Reference
Rule Assignme
Set nt
Suppor
ting
Refere
nce
Assign
ment
Page 544 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

such as Rule Set
basis, or ment
combined
basis
accounting.
Page 545 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Set the usage of
Assignmen the
ts accounting
method after
making any
updates on
the journal
entry rule set
components
or their
assignments
on the
Accounting
Method
page.
Page 546 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Use the Subledg Fina N Y N N FSCMUI Not
Import manual er ncial Started
Supporting journal entry Account s
Reference spreadsheet ing
Initial to initialize
Balances the
supporting
reference
balances.
Page 547 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

level to Run
journal ion,
entries are Ledger
generated Level
for Subledger
ion
Page 548 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

are used to Post
determine Accountin
which g
lines to nt
during a Subledger
particular Post
process can g Class
or any other nt
post-
accounting
program.
Page 549 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Lookups Oracle
Fusion
Subledger
Accounting,
such as
accounting
class values
and journal
entry types.
Page 550 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Profile control
Options Oracle
Fusion
Subledger
Accounting
behavior
such as
enabling
diagnostics
which will
capture
transaction
data used in
journal entry
generation.
Page 551 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Oracle
Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
Page 552 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

1 Define Task Configure Purchas Proc N Y
Extensions List specific ing urem
for extensions ent
Procureme for
nt administrator
-defined
changes to
Procurement
.
Page 553 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Define what Applicati ATF N Y
Help List users can on
Configurati see and do Toolkit
on in a local
deployment
of Oracle
Fusion
Applications
Help.
Page 554 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Set Task Set options Applicati ATF Y Y Y Y FSCMUI Help Not
Help for help on Configurat Started
Options windows, Toolkit ion, Help
including Topic
whether help
icons used
to open the
windows are
shown or
hidden by
default.
Page 555 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Make sure Applicati ATF N Y N N FSCMUI Not
Assign that users on Started
Help Text who need to Toolkit
Administrat add and edit
ion Duty help have
roles with
the privilege
that gives
them access
to do so.
Page 556 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Create or Applicati ATF N Y Y N FSCMUI Applicatio Not
Manage update on n Data Started
Help security Toolkit Security
Security groups that Policy,
Groups you can use Applicatio
to control n
access to Standard
specific help Lookup
content.
Page 557 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage Applicati ATF N Y Y Y FSCMUI Help Topic Not
Manage Help on Started
Help Content Toolkit
Content
Page 558 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Set up Applicati ATF N Y
Application List Oracle on
Toolkit Fusion Toolkit
Configurati Application
on Toolkit
features,
which are
common
across
Oracle
Fusion
applications.
Page 559 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Map Task Select Applicati ATF N Y Y Y FSCMUI Reports Not
Reports to reports to on and Started
Work appear in Toolkit Analytics
Areas the Reports Mapping
and
Analytics
region in
Oracle
Fusion
Applications
work areas.
Page 560 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Set Task Specify the Applicati ATF N Y N N FSCMUI Not
Watchlist Watchlist on Started
Options categories Toolkit
and items
available at
your site.
Page 561 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Specify Applicati ATF N Y Y Y FSCMUI Applicatio Not
Manage profile option on n Profile Started
Application settings and Toolkit Value
Toolkit values to
Administrat control the
or Profile behavior of
Values some Oracle
Fusion
Application
Toolkit
features,
such as
Oracle
Fusion
Applications
Help, and
address
mapping
options.
Page 562 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Maintain Task Review and Oracle Com N Y
Common List manage Middlew mon
Reference objects, for are
Objects example Extensi
currencies ons for
and Applicati
reference ons
data sets,
that are
shared
across
applications.
Perform
setup that
applies to
applications
as a whole,
for example
maintenance
of common
messages
that can be
used in any
application.
Page 563 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Review and Oracle Com N Y
Application List edit a Middlew mon
Taxonomy hierarchical are
organization Extensi
of Oracle ons for
Fusion Applicati
application ons
modules.
Page 564 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Review and Oracle Com N Y Y N FSCMUI Applicatio Not
Manage edit the Middlew mon n Started
Taxonomy hierarchy of are Taxonomy
Hierarchy functional Extensi
units that ons for
make up Applicati
Oracle ons
Fusion
Applications,
from product
families and
applications
to functional
components.
Page 565 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Specify how Oracle Com N Y
Reference List reference Middlew mon
Data data in the are
Sharing application Extensi
should be ons for
partitioned Applicati
and shared. ons
Page 566 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage manage sets Middlew mon n Started
Reference for are Reference
Data Sets partitioning Extensi Data Set
and sharing ons for
reference Applicati
data across ons
organization
s.
Page 567 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Specify the Oracle Com N Y Y Y FSCMUI Applicatio Not
Manage reference Middlew mon n Started
Set data set are Reference
Assignmen assignments Extensi Data Set
ts for Set for ons for Assignme
Determinan determinant Applicati nt
t Type type of Set. ons
Page 568 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Financia Fina Y Y N N FSCMUI Reference Not
Manage reference ls ncial Data Set Started
Reference data set data Commo s User Data
Data Set access for n Access
Data user Module
Users roles.
Page 569 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Define Task Review and Oracle Com N Y
ISO List manage ISO Middlew mon
Reference standard are
Data data, for Extensi
example, ons for
languages Applicati
and ons
territories,
for use
across
applications.
Page 570 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Currencies standard are Reference
currencies. Extensi Currency
ons for
Applicati
ons
Page 571 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

ISO standard are Reference
Languages languages. Extensi ISO
ons for Language
Applicati
ons
Page 572 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Territories standard are Reference
territories. Extensi Territory
ons for
Applicati
ons
Page 573 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit the Middlew mon n Started
Languages installed are Reference
languages. Extensi Language
ons for
Applicati
ons
Page 574 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Industries standard are Reference
industries. Extensi Industry
ons for
Applicati
ons
Page 575 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit natural, Middlew mon n Started
Natural spoken are Reference
Languages languages. Extensi Natural
ons for Language
Applicati
ons
Page 576 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit time Middlew mon n Started
Time zones. are Reference
Zones Extensi Time Zone
ons for
Applicati
ons
Page 577 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review, Applicati HCM N Y Y N HCMUI Applicatio Not
Manage create, or ons n Data Started
Data update Security Security
Security grants of Policy
Policies entitlement
to a user or
role on an
object or
attribute
group for a
given
condition.
Page 578 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Set Task Specify the Oracle Com N Y N N FSCMUI Applicatio Not
User general Middlew mon n General Started
General preferences are Preferenc
Preference settings for Extensi es
s all users, for ons for
example Applicati
language ons
and date
format.
Page 579 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Select the Oracle Com N Y Y N FSCMUI Applicatio Not
Manage business Middlew mon n Audit Started
Audit object are Policy
Policies attributes to Extensi
audit for ons for
Oracle Applicati
Fusion ons
Applications,
and set audit
levels for
other Oracle
products.
Page 580 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Enable the Oracle Com N Y N N FSCMUI Not
Manage display of Middlew mon Started
Oracle information are
Social in Oracle Extensi
Network Social ons for
Objects Network Applicati
about ons
changes to
business
objects, and
select which
attributes to
include for
each object.
Page 581 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Review and Oracle Com N Y
Manage List manage Middlew mon
Application common are
s Core objects, for Extensi
Common example ons for
Reference profiles and Applicati
Objects lookups, that ons
affect the
functionality
and look of
Oracle
Middleware
Extensions
for
Applications.
Page 582 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage edit Middlew mon n Started
Application messages are Message
s Core that are Extensi
Messages used for ons for
Oracle Applicati
Middleware ons
Extensions
for
Applications.
Page 583 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage manage Middlew mon n Started
Application lookup are Standard
s Core values for Extensi Lookup
Standard Oracle ons for
Lookups Middleware Applicati
Extensions ons
for
Applications.
Page 584 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage manage Middlew mon n Profile Started
Application profile are Value
s Core options that Extensi
Profile affect Oracle ons for
Options Middleware Applicati
Extensions ons
for
Applications
behavior,
and specify
the levels at
which they
can be set.
Page 585 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Specify Oracle Com N Y Y Y FSCMUI Applicatio Not
Manage profile option Middlew mon n Profile Started
Application settings and are Value
s Core values to Extensi
Administrat control ons for
or Profile Oracle Applicati
Values Middleware ons
Extensions
for
Applications
behavior.
Page 586 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage manage Middlew mon n Profile Started
Application categories to are Category
s Core group profile Extensi
Profile options that ons for
Categories are used in Applicati
Oracle ons
Middleware
Extensions
for
Applications,
based on
their
functional
area.
Categories
can be used
to search for
related
profiles and
to define
data security
rules.
Page 587 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Manage manage Middlew mon n Flexfield Started
Application value sets are Value Set
s Core for Oracle Extensi
Value Sets Middleware ons for
Extensions Applicati
for ons
Applications.
Page 588 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Application descriptive are Descriptiv
s Core flexfields Extensi e Flexfield
Descriptive that are ons for
Flexfields used for Applicati
Oracle ons
Middleware
Extensions
for
Applications.
Page 589 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Application attachment are Attachmen
s Core entities for Extensi t Entity
Attachment Oracle ons for
Entities Middleware Applicati
Extensions ons
for
Applications.
Page 590 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

Application attachment are Attachmen
s Core categories Extensi t Category
Attachment for Oracle ons for
Categories Middleware Applicati
Extensions ons
for
Applications.
Page 591 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Manage Oracle Com N Y Y N FSCMUI Applicatio Not
Manage global Middlew mon n Global Started
Application search are Search
s Core configuration Extensi Configurat
Global s that ons for ion
Search determine Applicati
Configurati how Global ons
ons Search looks
on specific
pages and
which
groups
appear by
default in the
search box
auto-suggest
Page 592 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

4 Task Register and Oracle Com N Y Y N FSCMUI Applicatio Not
Application suggestion are Suggestio
s Core groups to Extensi n Group
Global appear in ons for
Search the search Applicati
Suggestion box auto- ons
Groups suggest
Page 593 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Select the Oracle Com N Y N N FSCMUI Not
Migrate enterprise Middlew mon Started
Enterprise roles to are
Roles and migrate from Extensi
Assignmen Oracle ons for
ts to PaaS Fusion Applicati
Identity Applications ons
Store to the PaaS
identity
store.
Page 594 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Enable Oracle Com Y Y N N FSCMUI Not
Manage secured Middlew mon Started
Configurati access by are
on Set allowing Extensi
Migration users to ons for
Target register Applicati
Security credentials ons
Policy for a target
application
while moving
application
modification
s, such as
added page
content or
edited UI
text.
Page 595 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Synchronize Oracle Com N Y N N FSCMUI Not
Manage PaaS user Middlew mon Started
User identities, are
Identity review the Extensi
Synchroniz results, and ons for
ation to export the Applicati
PaaS details to ons
Identity Excel.
Store
Page 596 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Trading CRM N Y
WebLogic List Commu
Communic nity
ation Model
Services
Configurati
on
Page 597 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Enable Trading CRM Y Y Y Y FSCMUI Applicatio Not
Enable automated Commu n Profile Started
Click to dialing by nity Value
Dial clicking a Model
phone
number.
Page 598 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

2 Define Task Set up jobs Purchas Proc N Y
Enterprise List using the ing urem
Scheduler Enterprise ent
Jobs for Scheduler
Procureme Service
nt configuration
for
Procurement
.
Page 599 of 600

Functional Setup
Report Date:25/05/21 21.33

Procurement
CSV Export-Import
Product Family
Export-Import
Conditional
Required
Level

3 Task Manage the Applicati ATF N Y Y Y FSCMUI Enterprise Not
Manage Enterprise on Scheduler Started
Enterprise Scheduler Toolkit Job List of
Scheduler job Values
Job definitions Source
Definitions and job sets
and Job used for
Sets for running
Financial, scheduled
Supply processes,
Chain as well as
Manageme the lists of
nt, and values used
Related for job
Application definitions.
s
Page 600 of 600

Setup Task List Tasks

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Functional Setup

Report Date:25/05/21 21.33

Setup Task Lists and Tasks

Task List / Enterprise Business

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Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business

Setup Task Lists and Tasks

Task List / Enterprise Business