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Overview of Functional Setup Manager

Oracle Fusion Applications 11g Release 9
Agenda

• Implementation Before and After FSM

• Roles That Can Access FSM

• Demo

• Hands On

• Release 7 and Beyond

 Before and After Functional Setup Manager (FSM)

EBS
Release 12 Setup
Product-specific setup requires logging Central place to enter all setup across
in/out of each product
No sequential listing of setup tasks
No ability to assign tasks and monitor
progress
No ability to copy setup data across
instances
No re-usable setup templates to
rapidly set up similar setups across
clients or instances
Limited reporting on setup data
Fusion
Functional Setup Manager
products
Auto-generated list of setup tasks with
dependencies (pre-reqs) identified
Can assign tasks, mark status, set due
dates
Can export and import setup to any
instance;
Configuration templates allow you to reuse
setups to quickly implement
Comprehensive reporting on setup data
 Enterprise Roles that Can Access FSM
Oracle Delivered Roles

• Application Implementation Manager (Manages

implementation/monitors progress)

• Application Implementation Consultant (Super User)

• Various “functional user” roles (i.e., Accounting Manager or

Business Analyst)

Plan Implement Deploy

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

Generate setup tasks Monitor progress Test Export/import Verify

FSM Terminology (Offering, Option & Features)
Financials • Enterprise Structures Guided Flow
(Offering) • GRC
• Local Installation of Help
• more…
Payables (Features)
(Option)
Corporate Cards with Expenses
Expenses (Feature)
(Option)
Expense Receipt Image Processing
(Feature)
Fixed Assets
(Option)

Receivables
(Option)

Collections
(Option)

Intercompany
(Option)
Guided Process for Implementation Lifecycle
FSM Links
 Tasks with a Scope Value

• Task with a qualifying attribute that can be performed in

an iterative fashion

• Setups that Require Scope Values:

– Legal Entities
– Business Units
– Ledgers
– Tax Regimes
– Legislative Data
Roles

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Demo
FSM Release 7 and Beyond

• New Rapid Implementation Task Lists

– Only displays critical tasks for rapid implementations with
defaults for common use cases
• Define Financials Configuration for Rapid Implementation
• Define Fusion Accounting Hub Configuration for Rapid Implementation

• Spreadsheet interface for setup:

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

• Define company values

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

– 1.Create Chart of Accounts, Ledger, Legal Entities, and

Business Units in Spreadsheet
• Download the rapid implementation spreadsheet template.
• Populate the setup data and generate two xml files (ChartOfAccounts.xml
and FinancialsCommonEntities.xml)

– 2.Upload Chart of Accounts:

• Invoke the Create Enterprise Structure process from the Scheduled
Process page
• Upload your first file, ChartOfAccounts.xml as parameter to the process

– 3.Deploy Chart of Accounts:

• Open the Manage Chart of Accounts Instance page.
• Select the chart of accounts and deploy the chart of accounts

– 4.Upload Ledger, Legal Entities, and Business Units:

• Invoke the Create Enterprise Structure process from the Scheduled
Process page with the upload data file as a parameter.
• Upload your second file, FinancialsCommonEntities.xml as parameter to
the process