Setup Tasks

This table shows the tasks require to set up the Oracle Application in the order that they should be performed. Try not to skip tasks or to perform them out of sequence because many tasks use predecessor tasks for data validation, and you might receive error messages.
  Financial Applications Supply Chain Management Applications Manufacturing applications
Required setup tasks General Ledger GL Payables AP Receivables AR Assets FA Purchasing PO Inventory INV OE/Shipping OE Engineering ENG BOM Cost Management CST MPS/MRP/CPP WIP
Define responsibilities 1 3 1 1 1 1 1          
Define value sets 2 3 1 1 1 1 1          
Define flexfield structure 3 3 1 1 1 1 1          
Define segment values 4 3 1 1 1 1 1          
Define calendar period types 5 4 1 1 1 1 1          
Define calendar periods 6 4 1 1 1 1 1          
Define currencies 7   1 1 1 1 1          
Define daily conversion rate types 8   1 1 1 1 1          
Define a set of books 9 5                    
Assign set of books to a responsibility 10 6                    
Define journal sources 11                      
Define Journal categories 12                      
Define system controls 13                      
Define profile options 14   19   3 19 4 1 1 1 2  
Open and close acounting periods 15 20 8   5 18            
Install or upgrade Payables   1                    
Create user sign-ons   2                    
Define payment terms   7 7       5          
Define tax authority type suppliers   8                    
Define invoice approval codes   9                    
Define payables quickcodes   10                    
Enter locations   11     6              
Enter employees   12     10     2        
Define reporting entities   13                    
Define 1099 income tax regions   14                    
Define inventory organisations   15                    
Define financials options   16     4              
Define payables options   17                    
Define Payables Programs   18                    
Define bank accounts   19                    
Setup Printer styles and drivers   21                    
Use the account generator     2                  
Define the system item flexfield structure     3   21 2 2          
Define organisations     4   2 8 3          
Define the sales tax location flexfield structure     5                  
Define system options     6                  
Define AutoAccounting     9       8          
Define transaction types     10       7          
Define transaction sources     11                  
Define adjustment approval limits     12                  
Define remittance banks     13                  
Define receivables activities     14                  
Define receipt classes     15                  
Define payment methods     16                  
Define receipt sources     17                  
Define salespeople     18       20          
Define tax codes and rates     20                  
Define customer profile classes     21                  
Defines customers     22                  
Define remit- to addresses     23                  
Define units of measure     24   19 11 11          
Set up Asset category flexfield       2                
Set up location flexfield       3                
Set up asset key flexfield       4                
Set up system controls       5                
Define fiscal year       6                
Define calendars (depreciation and prorate)       7                
Define Book controls       8                
Review Account Generator Default       9                
Define prorate and retirement conventions       10                
Define asset categories       11                
Review Default profile options       12                
Open purchasing and inventory accounting periods         5              
Define job flexfield         7              
Define jobs         8              
Define position flexfield         9              
Define item category flexfield         11 3 2          
Define category         12 14 17          
Define category sets         13 15            
Define default category set         14              
Define control rules and groups         15              
Define position controls         16              
Define user names         17              
Define Unit of measure classes         18 11            
Define unit of measure conversions         20              
Define item attribute controls         22 13            
Define item catalog flexfield         23 4 2          
Define buyers         24              
Define document controls         25              
Start autosubmit         26              
Define financials options (part 2)         27              
Define purchasing options         28              
Define receiving options         29              
Enter vendors         30              
Set up Oracle Workflow         31              
Define stock locators key flexfield           5 2          
Define account aliases key flexfield           6            
Define sales orders key flexfield           7 2          
Define organisation calendar and exceptions           8            
Define organisation inventory parameters           9            
Change to a valid organisation           10            
Define subinventories           12            
Define statuses           16            
Define cost types           17       3    
Define the territory flexfield             2          
Define sales tax location flexfield             2          
Define invoicing and accounting rules             6          
Define invoice sources             9          
Define Quickcodes             10          
Define Order number sources             12          
Set up Shipping Document printers             13          
Define sales credit types             14          
Define order cycles             15          
Define security rules             16          
Enter items             18          
Set up pricing             19          
Enter customers and Define customer relationships             21          
Define standard value rule sets             22          
Define order types             23          
Define Inventory accounting (Flexbuilder)             24          
Define change order types               3        
Assign workday calendar to organisation                 2      
Define Bill of Material Parameters                 3      
Set security functions                   2    
Define material subelements                   4    
Define Master Scheduling/MRP Parameters                     1  
Define shipping methods and in-transit lead times                     3  
Define Planning parameters                     4  
Start Planning Manager                     5  
Set up Planner Workbench                     6  
Define WIP parameters                       1
Define WIP Accounting classes                       2
Set WIP Profile options                       3

Last Updated on 1/16/01