Self Learning Guide
Learn at your own pace
Core Hands-On Content
Executed examples with Snaps
About the Book
Release 13
A Unique Book on Setting up Oracle Fusion Financials and Fusion Tools. Written on Cloud Release 13.
Content Summary
Watch Video
Navigator & Menu Items
Login to Fusion
Accessing Security Console
Creating Users
Assigning Roles
Verifying Roles Assigned
Logging into Fusion
Configure Offerings
Creating Implementation Project
Selecting Offerings
Accessing Task List
Performing Tasks
Accessing Navigator Menus
… More about Impl. Project
Creating an Address
Creating a Legal Entity
Registering a Legal Entity
Creating COA Value Sets
Defining COA Structure
Defining COA Structure Instances
Deploying Flexfield
Defining COA Values
Understanding FBDI
Prepare Values in Spreadsheet
Prepare Hierarchies in Spreadsheet
Generate CSV and ZIP Files
Upload Datafile
Load Datafile to Interface Table
Import Values from Interface
Import Hierarchies from Interface
Verify COA Values & Hierarchies
Generate Calendar
Defining Primary Ledgers
Assigning Legal Entities
Setting up Ledger Options
Generating Roles
GL Roles in Security Console
Assigning Roles
…More GL Setups
Open First Period
Enter and Post Journals
Creating Business Units
Business Unit Functions
Business Unit Reference Data Sets
Creating Bank
Creating Branches
Creating Bank Accounts
Payables and Procurement Options
Payables Settings
Payables & Procurement Options
Setting up Invoice Options
Setting up Payment Options
Payment Methods
Payment Terms
Payment Documents
Payment Process Profiles
Distribution Sets
…More Payables Setups
Employee, User & Proc. Agent
Roles for Procurement Agents
Procurement Agents & Suppliers
Generating Roles
AP Roles in Security Console
Assigning Roles
Creating Suppliers
Entering Supplier Addresses
Creating Supplier Sites
Supplier Site Assignments
Entering AP Invoices
Invoice Validation
Invoice Accounting
Pre-requisites
Creating Payment
Payment Accounting
Creating Business Units
Business Unit Functions
Business Unit Reference Data Sets
Receivables System Options
Receivables Activities
Auto-Accounting
Transaction Types
Transaction Sources
Remit to Addresses
Banks, Branches, Bank Accounts
Receipt Classes & Receipt Methods
Receipt Sources
…More AR Setups
Generating Roles
AR Roles in Security Console
Assigning Roles
Pre-requisties
Creating a Customer
Creating Address
Creating Address Purpose
Sites & Reference Accounts
Opening First Period
Creating Invoice
Completing Invoice
Invoice Accounting
Asset Category Flexfield
Asset Key Flexfield
Asset Location Flexfield
Creating Assets Value Sets
Creating Flexfield Structures
Creating Flexfield Structure Instances
Deploying Flexfields
System Controls
Fiscal Years
Calendars
Pro-rate Conventions
Depreciation Methods
Asset Books
Category Combinations
Key Combinations
Location Combinations
…More Asset Setups
Generating Roles
FA Roles in Entitlements Server
FA Roles in Identity Manager
Assigning Roles
Open First Period
Add an Asset
Calculate Depreciation
Asset Accounting
Cash Management Setups
Banks, Branches & Bank Accounts
Creating Bank Transaction Codes
Entering Bank Statements
Entering Bank Statement Lines
Entering Receipts and Payments
…More CM Setups
Match Receipts
Match Payments
Enter Bank Statements, Lines
Enter Receipts, Payments
Setup Matching Rules
Run Auto Reconciliation
Validate Unreconciled Items
Concept
Sharing/Partitioning Data
Creating Reference Data Sets
Assigning Ref. Data Sets
Data Elements & Ref. data Sets
OER – Oracle Enterprise Repository
UCM – Universal Content Manager
Downloading Template
Entering Data in Template
Generating CSV and ZIP files
Uploading Data to UCM
Upload UCM Data to Interface Table
Importing Data
One example demo end-to-end
Setting up Browser
Downloading Smartview
Installing Smartview
Configuring Smartview
Configuring MS Excel
Logging into Smartview
Point of View
Excel View
Drag Drop Methods
Ad hoc Reporting
One example demo end-to-end
Setting up Browser
Downloading HFRS
Installing HFRS
Configuring HFRS
Logging into HFRS
Creating Database Connection
Dimensions Layout
Point of View
Setting up Dimension Layout
Setting up Grid Object Values
Setting up POV Object Values
Preview Report
Publish report
One example demo end-to-end
Report Catalogues
Browsing Catalogues
Shared Folders
Subject Areas
Selecting Subject Area
Selecting Report Columns
Report Layout
Report Filters
Report Prompts
Preview and Publish Reports
Preview and Publish Reports
One example demo end-to-end
Download Integrator
Install ADF-DI
Configure MS Excel
Download Spreadsheet Template
(E.g. Journals, AP Invoices, AR Invoices, Asset Addition etc)
Enter data in Template
Validate Data
Upload Data
Download Journals Template
Enter Journal Lines in Excel
Submit Upload from Excel
Verify Uploaded Journal in Fusion
One example demo end-to-end
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