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C fi
Configuring Off i
i Offerings

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Objectives

After completing this lesson, you should be able to select the

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right set of Fusion applications features and functionality as
applicable to your business requirements.

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In this lesson, you learn how you can easily configure Fusion application implementations to
match your business processes and practices.

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Working with Configure Offerings

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After finishing analysis of the Offerings, implementers should use Configure Offerings to
select the Offerings, Functional Areas, and Features that are applicable to their business.
Why Configure Offerings?
How you configure the Offerings will determine how Fusion application setups and
transactional processes will work in your implementation. For setup, when Functional Setup
Manager generates a list of setup tasks during the implementation phase, only those tasks
needed to implement the selected Offerings, Functional Areas, and Features will be included
in the task list. Therefore, you will get a targeted task list necessary to meet their
implementation requirements while irrelevant tasks will be excluded.
For transactional processes, application functionality and controls (such as, form region, table
columns, or buttons/links.) could be displayed or be hidden according to your Offering
configuration.
Although offering configuration can be changed any time, the changes will not influence
on any of the existing implementation task lists. However, results of the changed
configuration will be reflected in any new implementation task list generated after making the
change Implementation task lists are covered in detail in the lesson titled “Generating
change. Generating Setup
Task Lists.”

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Progressive Decision Making with Offering

Hierarchy

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Sales Local Install of
(Offering) Help (Feature)

Lead Help
Management Customer Merge
(Feature) Customization
C t i ti
(Functional Area) (Feature)

Territory
Management Custom Help
(Functional Area) Security (Feature)

Sales Forecasting
(Functional Area)

Partner
Management
(Functional Area)

Partner Analytics
(Functional Area)

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Offering, Functional Areas, and Features are organized in multilevel hierarchy to help
implementers in making decisions progressively during configuration of Offerings. If an
implementer decides that certain module/application functionality is not applicable to his/her
implementation, then making decision on other modules/application functionality that depends
on the first one becomes irrelevant. Functional Setup Manager, therefore, presents the
Functional Areas and Features in the context of their parents.

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Enabling Offering and Functional Areas for

Implementation
• An Offering or its Functional Areas can either be selected

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or not selected for implementation. You will select or
deselect the Enable For Implementation check box to
specify your selection.
• The Provisioned column in Configure Offerings shows
whether or not an Offering is provisioned. Although
Functional Setup Manager does not prevent users from
enabling Offerings that have not been provisioned,
ultimately users will not be able to perform the tasks
needed to enter setup data for those Offerings. When a
user starts configuring a nonprovisioned Offering,
Functional Setup Manager will show a warning message
explaining the consequence.

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Selecting Feature Choices

• If the selected Offerings and Functional Areas have

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dependent Features, those Features are applicable when
the corresponding Offering/Option is implemented.
• In ggeneral,, the features are set with default configuration
g
based on their typical usage. However, implementers
should always review the available feature choices for
their selected Offerings and Functional Areas, and
configure them as appropriate for their implementation.

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A Feature provides one of the following three types of selection choices:

• Yes/No: If a Feature can either apply or not apply to an implementation, a single check
box is
bo s presented
p ese ted for
o se
selection.
ect o Use
Users
s will se
select
ect o
or dese
deselect
ect to spec
specify
y yes ((itt applies)
app es) oor
no (it does not apply), respectively. For example, when implementing Sales (Offering),
companies or enterprises will either decide to use Local Installation of Help or not.
• Single Select: If a Feature has multiple choices but only one can be applicable to an
implementation, selection choices are presented as radio buttons. Users will be able to
turn on only one of the choices. For example, when implementing Financials (Offering)
a company or an enterprise may choose to implement Subledger Accounting Method
or Subledger Applications Method,
Method but not both
both.
• Multi-Select: If the Feature has multiple choices but one or more can be applicable to
an implementation, then feature choices are presented as check boxes. Users will select
all that applies by selecting the appropriate choices. For example, in Incentive
Compensation (Offering), companies or enterprises may choose to implement reporting
hierarchy as Supervisor Hierarchy, Resource Management Hierarchy, or both.

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Setting Implementation Status

• Implementers should set the implementation status of the

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Offerings to indicate which stage of implementation the
Offering is at. The implementation status of all Offerings
and Functional Areas are set to Not Started by default.
• After implementation starts, implementation managers
should set the status to In Progress and later when it
completes, to Implemented.
• Although the setting of the implementation status does
not have any y impact
p on performing
p g functional setup,p,
many transactional flows leverage the information to
provide more accurate user experience in those flows.
• It is recommended that implementation managers set the
appropriate implementation status at various stages of
implementation.
p
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Demonstration: Configure Offerings
1. Navigate to the Setup and Maintenance work area.

2 Click Configure Offerings from the task pane area.

2. area
The Configure Offerings UI displays the same Offerings that were displayed on the
Getting Started page but in a tabular format.

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3. Select Compensation Management.

4. Click the icon in the Description

p column to see the description.
p

5. Check the Provisioned column. Typically it should show YES indicating that the
Offering has been provisioned and can be implemented.

6. Expand Compensation Management to find related Functional Areas.

7. Select the Enable for Implementation check box of Sales offering and all the
subordinate Functional Areas.

8. Click the Save button and then the Features icon to configure related Features.

9. Select Local Installation of Help.

10. Notice that the dependent feature “Access to Internet- Based Help Features” and “Help
Customization” are displayed along with next-level dependent feature called “Custom
Help Security,” which illustrates progressive display of dependencies to enable
step-by-step decision making.

11. Deselect Help Customization and notice that the dependent feature “Custom Help
Security” disappears because if the parent is not relevant, then the dependent also
becomes not relevant for the implementation.

12. Click the Save and close button to exit.

13. Point to the Implementation Status column of Compensation Management Offering.

The default setting is Not Started.
Started Click the link and update the status to In Progress.
Progress

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Configure Offerings Quiz Questions
Quiz Question 1
Why would you configure Offerings?

Quiz Question 2
Why would you enable Offering and Functional Areas for implementation?

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Quiz Question 3
Can you enable a nonprovisioned Offering for implementation?

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Configure Offerings Quiz Answer Key
Quiz Question 1: Why would you configure Offerings?
Your Offering configurations will determine how Oracle Fusion Applications setups and
transactional processes will work in your implementation
implementation.

Quiz Question 2: Why would you enable Offering and Functional Areas for

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implementation?
By enabling the Offerings and Functional Areas for implementation, you indicate that those
Offerings and Functional Areas are applicable to your installation of Oracle Fusion
Applications
pp and yyou will be implementing
p g them at some ppoint.

Quiz Question 3: Can you enable a nonprovisioned Offering for implementation?

Yes, you can enable a nonprovisioned Offering for implementation. Although you will be
able to perform the setup administration tasks, such as generating task list for
implementation or assigning them to a user, you will not be able to perform the setup tasks
to enter setup data. That is why you see a warning message when you select “Enable for
Implementation” for any nonprovisioned Offerings.

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Summary

In this lesson, you should have learned how to select the right

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set of Fusion applications features and functionality as
applicable to your business requirements.

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