Fusion Functional Setup Manager

Release 9
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 Key Product Features
Functional Setup Manager

Setup Productivity
• Central place to enter setup across • Configuration templates for quick setup
products reuse and implementation
• Auto-generated list of setup tasks with • Migration of setup data across instances
dependencies highlighted (i.e., test & production)
• Task assignment to persons with due
dates
• Prepackaged lists of tasks can be
easily extended to meet business
requirements

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 Key Product Features
Functional Setup Manager

Reporting Monitoring
• Comprehensive pre-built reports to • Individuals can view all setup tasks
analyze, validate & audit configurations, assigned to them and update their
implementations & setup data completion status

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 Functional Setup Manager

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.

 Implementation Considerations

Applications Sign On
Need Sign Ons for:
1. Fusion Applications
(URL: http://host/homePage/faces/AtkHomePageWelcome (Where host is location name)
2. Oracle Identity Manager (OIM)
(Home Directory: IDM_ORACLE_HOME)
3. Oracle Authorization Policy Manager (APM)

User IDs
1. FAADMIN: Superuser (Assign email ID in LDAP)
2. XELSYSADM: OIM system administrator

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 Implementation Considerations
Steps Before Entering Functional Setup

1. Prepare the Super User (FAADMIN) for 3. Generate Functional Setup Task List
User Management and Configuration • Configure your Financials Offering
• Create an Implementation Project
2. Prepare IT Security Manager Role for
User and Role Management 4. Define Implementation Users
• Provision with the Application
Add 2 OIM roles: Implementation Consultant role
• Identity User Administrators
• Role Administrators 5. Set Up Basic Enterprise Structure
• Assign tasks to users
Note: Assign the Xellerate Users • Set up reference data sharing in HCM
organization to the IT Security • Load geographies
Manager role. 6. Define Users

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 Implementation Considerations
Implementation Projects
1. Grouping Offerings: Consider
segmenting implementing projects based
on product family (e.g., Financials,
Projects, Procurement) timing of
implementation projects, and resources
(e.g., different people implementing
Financials, projects, etc.).
2. Provisioning: Offerings not provisioned
can be selected, but ultimately, you will
NOT be able to enter setup data.
Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.
Implementation Users
1. Best practice: Run the process
“Retrieve Latest LDAP Changes” if
assigning or removing roles to existing
users.
2. Best practice: The Application
Implementation Consultant has broad
access to any enterprise structure. If you
want to limit access, use the Create Data
Roles for Implementation Users task to
create a data role based on a job role
with limited access, such as the HCM
Application Administrator job role.
 Enterprise Roles that Can Access FSM
• 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

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FSM Terminology (Offering, Option & Features)
Financials • Enterprise Structures Guided Flow
(Offering) • GRC
• Local Installation of Help
Payables • more…
(Option)
Corporate (Features)
Cards with Expenses
Expenses (Feature)
(Option)
Expense Receipt Image Processing
Fixed Assets (Feature)
(Option)
Receivables
(Option)
Collections
(Option)
Intercompany
(Option)
 Scope Value
• Specify Scope Value to set the context for subtasks
• Applies to:
– Legal Entities
– Business Units
– Accounting
Configuration
– Tax Regimes
– Legislative Data
Roles

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 Additional References
Support.Oracle.Com
• Getting Started with Oracle Fusion Applications: Common Implementation
(Doc 1387777.1)
• Getting Started with Oracle Fusion Applications: Common Reporting (Doc
1458898.1)
• Getting Started with Oracle Fusion Applications: Financials Reporting (Doc
1458904.1)
• Getting Started with Oracle Fusion Applications: Enterprise Structures for
Financial (Doc 1387746.1)
• Oracle® Fusion Applications Common Implementation Guide 11g Release 1
(11.1.2) Part Number E20360-02

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.

 Additional References
http://docs.oracle.com/cd/E37017_01/nav/financials.htm

• Using Functional Setup Manager

• Oracle Fusion Applications Extending Functional Setup Manager
• Oracle Applications Cloud Extending the Applications
• Oracle Enterprise Repository for Oracle Fusion Applications

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 Other Fusion Documentation
• https://fusionhelp.oracle.com/

Copyright © 2013, Oracle and/or it’s affiliates. All rights reserved.

 Fusion Cloud Documentation
• https://docs.oracle.com/cloud

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 Oracle Fusion Apps Technology Library
http://www.oracle.com/technetwork/documentation/default-1577155.html

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Release 9 Rapid Implementation Spreadsheets
• 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