Oracle Applications Cloud: Functional Setup Manager For Implementers

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D89127GC10
Activity Guide
Implementers
Edition 1.0 | April 2015 | D90798

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Oracle Applications Cloud:
Functional Setup Manager for
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Author
Michael Laverty
Technical Contributor and Reviewer

Chitra Mitra
This book was published using: Oracle Tutor

Table of Contents
Practices for Lesson 1: Objectives and Agenda ...........................................................................................1-1
Practices for Lesson 1....................................................................................................................................1-2
Practices for Lesson 2: Functional Setup Manager: Initial Overview ..........................................................2-1
Practices for Lesson 3: Getting Ready ..........................................................................................................3-1
Practices for Lesson 4: Implementing Fusion Applications ........................................................................4-1
Practices for Lesson 5: Planning for Implementation ..................................................................................5-1
Practice 5-1: Getting Started ..........................................................................................................................5-3
Solution 5-1: Getting Started ..........................................................................................................................5-4
Practices for Lesson 6: Configuring Offerings..............................................................................................6-1
Practices for Lesson 7: Generating Setup Task Lists ..................................................................................7-1
Practice 7-1: Create an Implementation Project .............................................................................................7-3
Solution 7-1: Create an Implementation Project .............................................................................................7-4
Practices for Lesson 8: Assigning Setup Tasks to Users ............................................................................8-1
Practice 8-1: Assign Tasks .............................................................................................................................8-3
Solution 8-1: Assign Tasks .............................................................................................................................8-4
Practices for Lesson 9: Entering Setup Data.................................................................................................9-1
Practice 9-1: Enter Setup Data.......................................................................................................................9-3
Solution 9-1: Enter Setup Data.......................................................................................................................9-4
Practices for Lesson 10: Exporting and Importing Setup Data....................................................................10-1
Practices for Lesson 10..................................................................................................................................10-2
Practice 10-1: Export Setup Data ...................................................................................................................10-3
Solution 10-1: Export Setup Data ...................................................................................................................10-4
Practices for Lesson 11: Maintaining Setup Data .........................................................................................11-1
Practices for Lesson 11..................................................................................................................................11-2
Practice 11-1: Update Setup Data..................................................................................................................11-3
Solution 11-1: Update Setup Data..................................................................................................................11-4
Oracle Applications Cloud: Functional Setup Mgr for Implementers Table of Contents
i
Practices for Lesson 1: Objectives and Agenda

Chapter 1 - Page 1
Chapter 1

Practices for Lesson 1:
Objectives and Agenda
Practices for Lesson 1
There are no practices for this lesson.
Practices for Lesson 1: Objectives and Agenda

Chapter 1 - Page 2
Functional Setup Manager:
Initial Overview
Chapter 2
Practices for Lesson 2: Functional Setup Manager: Initial Overview

Chapter 2 - Page 1
Practices for Lesson 2: Functional Setup Manager: Initial Overview

Chapter 2 - Page 2
Practices for Lesson 3: Getting Ready

Chapter 3 - Page 1
Chapter 3

Getting Ready
Practices for Lesson 3: Getting Ready

Chapter 3 - Page 2
Implementing Fusion
Applications
Chapter 4
Practices for Lesson 4: Implementing Fusion Applications

Chapter 4 - Page 1
Practices for Lesson 4: Implementing Fusion Applications

Chapter 4 - Page 2
Practices for Lesson 5: Planning for Implementation

Chapter 5 - Page 1
Chapter 5

Planning for Implementation

Practice Overview
You are an implementer for InFusion Corporation. In this practice, you familiarize yourself with
the offerings that are available for implementation.

Chapter 5 - Page 2
Practice 5-1: Getting Started

Requirements
Replace XX with your initials or as indicated by your instructor.
Activity Scope
In this activity, you will:
• Log in to Oracle Fusion Applications by using the following credentials:
− User ID: hcm_impl
• Navigate to the Getting Started page.
• View the Setup Task Lists and Tasks report for the Compensation Management offering.

Chapter 5 - Page 3
Solution 5-1: Getting Started

Overview
In this solution, you create four simple logic accounts, and assign them to a location. After
importing data, you verify the logic accounts and amounts.
Adding Logic Accounts
1. Navigate to Oracle Fusion applications. When prompted, enter hcm_impl in the User ID
field.
2. Enter the password the Password field.
3. Click the Sign In button.
4. On the Oracle Fusion Applications Welcome page, click your username.
5. Click the Setup and Maintenance list item.
6. In the “Setup and Maintenance” work area, in the Tasks pane, click the Getting Started
link.
7. Point to the Compensation Management button to see a description of the offering.
8. Click the Compensation Management link.
9. On the Offering page, click the View as PDF button for the Setup Task Lists and Tasks
report.
10. Review the Report, and then click the Close button.
11. On the Offering page, click the Done button.
12. On the Getting Started page, click the Done button.
This concludes the Getting Started activity.

Chapter 5 - Page 4
Practices for Lesson 6: Configuring Offerings

Chapter 6 - Page 1
Chapter 6

Configuring Offerings
Practices for Lesson 6: Configuring Offerings

Chapter 6 - Page 2
Practices for Lesson 7: Generating Setup Task Lists

Chapter 7 - Page 1
Chapter 7

Generating Setup Task Lists

Practice Overview
In this practice, you create an implementation project that you will use to manage your
implementation of Compensation Management offerings.

Chapter 7 - Page 2
Practice 7-1: Create an Implementation Project

Requirements
Activity Scope
• Create an implementation project that includes the following task lists:
− Compensation Management
− Benefits
− Individual Compensation

Chapter 7 - Page 3
Solution 7-1: Create an Implementation Project

1. Navigate to Oracle Fusion Applications. When prompted, enter hcm_impl in the User ID
field.
2. Enter the password in the Password field.
4. On the Oracle Fusion Applications Welcome page, click your username.
5. Click the Setup and Maintenance menu.
6. In the “Setup and Maintenance” work area, in the Tasks pane, click the Manage
Implementation Projects link.
7. On the Manage Implementation Projects page, in the Search Results region, click the
Create button.
8. On the Create Implementation Project page, enter XX Implementation Project in the
Name field.
9. Press Tab to automatically populate the rest of the fields.
10. Click the Next button.
11. Expand the Compensation Management task list.
12. In the Include column, select the following options:
• Configure compensation and benefits
• Configure and review benefits
• Configure plans for managers to award
13. Click the Save and Open Project link.
14. Expand the Compensation Management task list.
15. Expand the Define Benefits task list.
16. Expand the Define General Benefits task list.
17. Click the View Reports button for the Define General Benefits task list.
18. Click the PDF link for the Setup Task Lists and Tasks report.
19. View the report, and then click the Close button.
20. On the Implementation Project list, click the Done button.
21. On the Manage Implementation Projects page, click the Done button.
This concludes the Create an Implementation Project activity.

Chapter 7 - Page 4
Assigning Setup Tasks to
Users
Chapter 8
Practices for Lesson 8: Assigning Setup Tasks to Users

Chapter 8 - Page 1

Practice Overview
You must assign the implementation tasks in your project to the appropriate users. Note that in
a real-world scenario, you would most likely assign the tasks to members of your
implementation team. For the purpose of this class, you will assign all tasks to yourself. In this
case, “yourself” will be hcm_impl or as assigned to you by your instructor.

Chapter 8 - Page 2
Practice 8-1: Assign Tasks

Requirements
Activity Scope
• Navigate to your implementation project (XX Implementation Project).
• Assign all tasks in the Compensation Management task list to hcm_impl.

Chapter 8 - Page 3
Solution 8-1: Assign Tasks

field.
4. On the Oracle Fusion Applications Welcome page, click the Administration menu.
5. Click the Setup and Maintenance menu.
6. On the Overview page, click the Implementation Projects tab.
7. On the Implementation Projects tab, click the XX Implementation Project link.
8. In the Task Lists and Tasks region, select the Compensation Management object.
9. Click the Assign Tasks button.
10. In the Assign Tasks dialog box, enter Please finish tasks by end of Q4 in the Notes field.
11. In the Assigned Users region, click the Select and Add button.
12. In the Search region, enter hcm_impl in the User ID field.
13. Click the Search button.
14. Select the HCM_IMPL object.
15. Click the Done button.
16. Click the Save and Close button.
17. Click the Notes link.
18. Review the notes link, and then click the Save and Close button.
19. Click the Done button.
This concludes the Assign Tasks activity.

Chapter 8 - Page 4
Practices for Lesson 9: Entering Setup Data

Chapter 9 - Page 1
Chapter 9

Entering Setup Data

Practice Overview
In this practice, you enter Setup Data for your implementation.

Chapter 9 - Page 2
Practice 9-1: Enter Setup Data

Requirements
• Replace XX with your initials or as indicated by your instructor.
• Unless otherwise instructed, begin all activities in your own (XX Implementation)
implementation project.
Activity Scope
• Log in to Oracle Fusion Applications using the following credentials:
• Navigate to your implementation project.
• On the Assigned Tasks tab, search for the Manage Attachment Entities task.
• View, but do not make any changes to, the Manage Attachment Entities task.
• View any notes associated with the Manage Attachment Entities task.

Chapter 9 - Page 3
Solution 9-1: Enter Setup Data

field.
4. On the Oracle Fusion Applications page, click the Administration menu.
6. In the Setup and Maintenance work area of the Overview page, click the Assigned
Implementation Tasks tab.
7. On the Assigned Implementation Tasks list, limit the task list to only those that are both
assigned to you and that are on the XX Implementation Projects list. Click the Project list.
8. Click the XX Implementation Project list item.
10. Click the Go to Task button for the Manage Attachment Entities task.
11. Review the Manage Attachment Entities page, and then click the Cancel button.
12. Review any notes for the current task. Click the Notes link.
13. On the Notes page, review any notes, and then click the Cancel button.
This concludes the Enter Setup Data activity.

Chapter 9 - Page 4
Exporting and Importing
Setup Data
Chapter 10
Practices for Lesson 10: Exporting and Importing Setup Data

Chapter 10 - Page 1

Practice Overview
In this practice, you export your project data from the current instance for use in a different
instance.

Chapter 10 - Page 2
Practice 10-1: Export Setup Data

Requirements
Activity Scope
• Export the data from your implementation project.
• Download the resulting configuration package for future use.

Chapter 10 - Page 3
Solution 10-1: Export Setup Data

1. Navigate to Oracle Fusion Applications. In the Sign In dialog box, when prompted, enter
hcm_impl in the User ID field.
6. In the Tasks pane of the “Setup and Maintenance” work area, click the Manage
Configuration Packages link.
7. On the Manage Configuration page, in the Search Results region, click the Create button.
8. On the Create Configuration Package page, in the Source Implementation Project region,
click the Name list.
9. Click the XX Implementation Project list item.
10. Click the Next button.
11. On the Create Configuration Package, select Objects for Export, and then click the Submit
button.
12. When prompted with a warning, click the Yes button to confirm.
13. In the XX Implementation Project region, click the Status icon for the AA Implementation
Project.
14. On the “Export and Import Process Results” page, click the Done button.
15. To view the Configuration Package report, click the Download button.
16. Click the Download Export Results Report link.
17. When prompted, click OK to open the Report in Excel.
18. When you have reviewed the report, click the Close button.
19. On the Overview page, click the Done button.
This concludes the Export Setup Data activity.

Chapter 10 - Page 4
Practices for Lesson 11: Maintaining Setup Data

Chapter 11 - Page 1
Chapter 11

Maintaining Setup Data

Practice Overview
In this practice, you update your setup data.

Chapter 11 - Page 2
Practice 11-1: Update Setup Data

Requirements
Activity Scope
• From the All Tasks tab, search for the Manage Attachment Entities task.
• View, but do not modify, the Manage Attachment Entities task. Cancel when you have
finished viewing.

Chapter 11 - Page 3
Solution 11-1: Update Setup Data

1. Navigate to Oracle Fusion Applications. In the Sign In dialog box that appears, enter
hcm_impl in the User ID field.
6. On the Overview page of the “Setup and Maintenance” work area, search for the task for
which you want to update the setup data. Enter Manage Attachment Entities in the Name
field.
8. In the Search Results region, click the Go to Task button for the Manage Attachment
Entities task.
9. On the Manage Attachment Entities page, review but do not change, the setup information
for this task. Click the Cancel button after you have reviewed the setup information.
This concludes the Update Setup Data activity.

Chapter 11 - Page 4

Oracle Applications Cloud: Functional Setup Manager For Implementers

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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.

COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED

Edition 1.0 | April 2015 | D90798

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Restricted Rights Notice

U.S. GOVERNMENT RIGHTS

Technical Contributor and Reviewer

This book was published using: Oracle Tutor

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1: Objectives and Agenda

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 1

There are no practices for this lesson.

Practices for Lesson 1: Objectives and Agenda

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2: Functional Setup Manager: Initial Overview

Practices for Lesson 2

There are no practices for this lesson.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 2: Functional Setup Manager: Initial Overview

Practices for Lesson 3: Getting Ready

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Practices for Lesson 3

Practices for Lesson 3: Getting Ready

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Implementing Fusion Applications

Practices for Lesson 4

There are no practices for this lesson.

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 4: Implementing Fusion Applications

Practices for Lesson 5: Planning for Implementation

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Practices for Lesson 5: Planning for Implementation

Practice 5-1: Getting Started

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Practices for Lesson 5: Planning for Implementation

Solution 5-1: Getting Started

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Practices for Lesson 5: Planning for Implementation

Practices for Lesson 6: Configuring Offerings

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Practices for Lesson 6

Practices for Lesson 6: Configuring Offerings

Practices for Lesson 7: Generating Setup Task Lists

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Practices for Lesson 7

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Practices for Lesson 7: Generating Setup Task Lists

Practice 7-1: Create an Implementation Project

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Practices for Lesson 7: Generating Setup Task Lists

Solution 7-1: Create an Implementation Project

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Practices for Lesson 7: Generating Setup Task Lists

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Practices for Lesson 8: Assigning Setup Tasks to Users

Practices for Lesson 8

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Practices for Lesson 8: Assigning Setup Tasks to Users

Practice 8-1: Assign Tasks

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