Setup Task Lists and Tasks

Functional Setup Report Date: 5/24/16 3:19 AM
Setup Task Lists and Tasks

Financials Page: 1 of 479
Conditional
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ADF Task
Task List / Task Type Description Product Flow Web Service
1 Define Common Applications Task Define the Financia Financia Y N
Configuration for Financials List configuration for ls ls
common setup Commo
such as users, n
enterprise and Module
HR structures,
security, and
common
reference
objects for
Oracle Fusion
Financials.
2 Define Synchronization of Task Run a process HCM HCM Y Y
Users and Roles from LDAP List to populate the Commo
product tables n
containing user Architec
and role ture
information with
the users and
roles held in
LDAP. This
process is
always the first
implementation
task but can
also run
periodically to
keep the
product tables
synchronized
Page 1 of 479
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Business
Required
Product
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Family
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ADF Task
with
subsequent
updates to
LDAP.
3 Run User and Roles Task Batch process Global HCM Y Y hcmCo HCM /WEB-
Synchronization Process to Synchronize Human re Core INF/oracle/app
User and Roles. Resourc Proces s/hcm/users/p
es ses ublicEssUi/flo
w/SyncUserR
oleFlow.xml#S
yncUserRoleFl
ow
2 Define Implementation Task Create Oracle Commo Y Y
Users List implementation Middlew n
users and roles. are
Provision Extensio
implementation ns for
users with job Applicati
and data roles. ons
3 Create Implementation Task Create user N Y admin Oracle faces/pages/S
Users accounts for Identity elf.jspx
implementation Manag
users. ement
3 Create Data Role for Task Create a data N Y hcmCo HCM /WEB-
Implementation Users role based on reSetu Core INF/oracle/app
the Human p Setup s/hcm/security
Capital /ui/flow/Manag
Management eDataRolesFl
Page 2 of 479
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Family
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ADF Task
Application ow.xml#Mana
Administrator geDataRolesF
job role to view low
all security
profiles so a
single user will
be able to
perform all
required Human
Capital
Management
setup steps.
This role
combines
granted
entitlements
with
unrestricted
access to the
setup data
relevant to the
tasks performed
by this role.
3 Provision Roles to Task Provision N Y admin Oracle faces/pages/S
Implementation Users implementation Identity elf.jspx
users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Page 3 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Enterprise Structures Task Access your Financia Financia Y N
for Financials List enterprise ls ls
organization, Commo
such as legal n
entities, legal Module
jurisdictions and
authorities, and
business units,
and specify
their use in
Oracle Fusion
Financials.
Define the
accounting
configuration
and chart of
accounts that
serve as a
framework for
how financial
records are
maintained for
an organization.
Page 4 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
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Level
ADF Task
3 Define Initial Configuration Task Use a guided HCM HCM N Y
List process to Configur
configure and ation
represent the Workbe
enterprise nch
structures
including
divisions, legal
entities, jobs,
and positions.
Review the
requested
structures and
run an
automated load
process to
implement the
workforce
structures.
4 Establish Enterprise Task Determine the HCM HCM N Y hcmCo HCM /WEB- oracle.apps.h Enterpris
Structures high-level Configur reSetu Core INF/oracle/app cm.enterprise e
structures of the ation p Setup s/hcm/enterpri Setup.configu Configur
enterprise using Workbe seSetup/confi rations.enterp ation
an interview nch gurations/ente riseConfigura
style process. rpriseStructure tionService.E
s/ui/flow/Enter nterpriseConf
priseStructure igurationServi
sConfigFlow.x ce
ml#Enterprise
StructuresCon
figFlow
Page 5 of 479
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ADF Task
3 Define Reference Data Task Specify how Oracle Commo N Y
Sharing List reference data Middlew n
in the are
application Extensio
should be ns for
partitioned and Applicati
shared. ons
4 Manage Reference Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Data Sets manage sets for Middlew n up tions INF/oracle/app nd.applcore.s on
partitioning and are Core s/fnd/applcore/ etid.webservi Referen
sharing Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
reference data ns for low/ManageS Set
across Applicati etIdSetsTF.xm
organizations. ons l#ManageSetI
dSetsTF
4 Manage Set Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Assignments for Set reference data Middlew n up tions INF/oracle/app nd.applcore.s on
Determinant Type set are Core s/fnd/applcore/ etid.webservi Referen
assignments for Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
determinant ns for low/ManageS Set
type of Set. Applicati etIdAssignme Assignm
ons ntsTF.xml#Ma ent
nageSetIdAssi
gnmentsTF
4 Verify Data Role Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Generation roles or verify Middlew n zation cyMgr.jspx
the data roles if are Policy
already Extensio Manag
generated. ns for er
Applicati
ons
Page 6 of 479
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Required
Product
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Level
ADF Task
4 Provision Roles to Task Provision Y Y admin Oracle faces/pages/S
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
3 Define Enterprise for Task Configure the Financia Financia Y Y
Financials List enterprise to ls ls
represent an Commo
organization n
with one or Module
more legal
entities under
common
control. Define
internal and
external
organizations to
represent each
area of
business within
the enterprise.
Page 7 of 479
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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Enterprise Task Review and Global HCM Y Y hcmCo HCM /WEB- oracle.apps.h Enterpris
HCM Information update Human reSetu Core INF/oracle/app cm.organizati e
information Resourc p Setup s/hcm/organiz ons.enterpris
associated to es ations/core/ui/f eDetailServic
the enterprise, low/Enterprise e.migration.E
such as default ManageFlow.x nterpriseDeta
work day ml#Enterprise ilMigrationSer
information. ManageFlow vice
4 Manage Locations Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Location
manage the Human reSetu Core INF/oracle/app cm.locations.l
locations Resourc p Setup s/hcm/location ocationServic
relevant to your es s/ui/flow/locati e.migration.L
enterprise. For on_task_flow. ocationMigrat
example, create xml#location_t ionService
the locations ask_flow
where people
work as well as
the locations of
your external
organizations.
3 Define Legal Jurisdictions Task Access your list Financia Financia Y Y
and Authorities for Financials List of judicial ls ls
authorities and Commo
create or modify n
attributes Module
relevant to
Oracle Fusion
Financials.
Create and
maintain
information for
Page 8 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
governing
bodies that
operate within a
jurisdiction.
4 Manage Legal Task Define the Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Jurisdictions geographic Entity ls alCom al INF/oracle/app nancials.legal Entity
area or areas Configur mon Comm s/financials/leg Entity.legalEn Jurisdicti
for which a ator on alEntity/legalE tities.jurisdicti on
legal authority ntities/ui/flow/J onMigrationS
is responsible. urisdictionSea ervice.Jurisdi
rchFlow.xml#J ctionMigratio
urisdictionSea nService
rchFlow
4 Manage Legal Task Associate a Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Authorities governing legal Entity ls alCom al INF/oracle/app nancials.legal Authority
body that Configur mon Comm s/financials/leg Entity.legalEn Party,
operates within ator on alEntity/legalE tities.partyMi Tax
a jurisdiction to ntities/ui/flow/L grationServic Authority
a legal entity for egalAuthorityS e.PartyMigrat Tax
purposes of earchFlow.xml ionService, Profile
providing legal #LegalAuthorit oracle.apps.fi
reports and ySearchFlow nancials.tax.c
financial onfiguration.p
statements. arty.partySer
vice.TaxAuth
orityTaxProfil
eService
Page 9 of 479
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ADF Task
4 Manage Legal Task Create the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Addresses address a legal Entity ls alCom al INF/oracle/app nancials.legal Address
entity uses to Configur mon Comm s/financials/leg Entity.legalEn for Legal
register with a ator on alEntity/legalE tities.partyMi Entity
legal authority. ntities/ui/flow/L grationServic and
Legal entities egalAddressS e.PartyMigrat Legal
can use earchFlow.xml ionService Reportin
different #LegalAddres g Unit
addresses for sSearchFlow
different
authorities and
hence, may
have more than
one registered
address. The
legal address
must be located
within the
territory
entered.
4 Manage Legal Entity Task Review and Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Configurator Lookups maintain lookup Entity ls alCom al INF/oracle/app nancials.com s
values for legal Configur mon Comm s/financials/co monModules. Generic
entities, such as ator on mmonModules appsLookups Lookup
registration /appsLookups/ .appsLookup
codes and legal ui/flow/Manag Service.apps
functions. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
Page 10 of 479
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Business
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ADF Task
4 Manage Legal Entity Task Define Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Configurator Descriptive validation and Entity ls up tions nd.applcore.fl on
Flexfield display Configur Core ex.webservic Descripti
properties of ator Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
ledgers.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Legal Entity Task Define profile Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Configurator Profile Options option settings Entity ls up tions nd.applcore.p on
and values to Configur Core rofiles.webse Profile
control the time ator Setup rvice.Profile Value
zone based on WS
the legal entity
location.
3 Define Geographies Task Create and Trading CRM N Y
List manage Commu
geographies nity
and zones used Model
for real-time
address
validation and
tax calculation.
Examples
include tax and
shipping zones.
Page 11 of 479
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Product
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ADF Task
4 Manage Geographies Task Manage Trading CRM Y Y crmCo CRM /WEB- Trading
geographic Commu mmon Comm INF/oracle/app Commu
entities such as nity on s/cdm/foundati nity
country, state, Model on/geographie Geograp
province, and s/publicUi/geo hy
city. Manage Admin/flow/Ge
geography oAdminManag
hierarchy eCountriesTF.
structure and xml#GeoAdmi
validations. nManageCoun
triesTF
4 Define File-Based Data Task Review and Marketin CRM N Y
Import List manage import g
objects,
external file
mappings, and
scheduling
import
processes to
import business
objects from
external data
files to staging
tables and, in
most cases, to
final base
tables.
Page 12 of 479
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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage File Import Task Review and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
Objects register g mmon Comm INF/oracle/app marketing.co Import
business on s/marketing/co mmonMarketi Object
objects, such as mmonMarketi ng.mktImport.
sales leads and ng/mktImport/ model.Import
opportunities, ui/flow/CreateI Service
intended for mportObjectT
import from F.xml#CreateI
external files. mportObjectT
F
5 Manage File Import Task Create and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
Mappings maintain maps g mmon Comm INF/oracle/app marketing.co Import
of external on s/marketing/co mmonMarketi Mapping
source file mmonMarketi ng.mktImport.
columns to ng/mktImport/ model.MktIm
target staging ui/flow/Import pMapService
table columns MappingTF.x
for use in ml#ImportMap
importing pingTF
business
objects, such as
sales leads,
customers,
contacts, and
sales catalogs.
5 Manage File Import Task Create and Marketin CRM Y Y crmCo CRM faces/mktImpo File
Activities maintain import g mmon Comm rtWorkArea Import
activities that on Activity
contain process
criteria, file
mapping, and
Page 13 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
schedule to
import external
files containing
business
objects, such as
sales leads,
customers, and
contacts, into
staging tables.
4 Load Geography Task Manually load Trading CRM N Y
Interface Data geography Commu
interface data nity
before running Model
the geography
loader.
4 Run Geography Loader Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
monitor the Commu mmon Comm INF/Schedule Commu
process to load nity on Request- nity
geography data Model taskflow.xml# Geograp
from external ScheduleRequ hy
data providers. est-taskflow
4 Run Maintain Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
Geography Name Referencing monitor the Commu mmon Comm INF/Schedule Commu
process to nity on Request- nity
verify Model taskflow.xml# Geograp
addresses ScheduleRequ hy
against est-taskflow
reference
geography
data.
Page 14 of 479
Conditional
Application
Enterprise
Business
Required
Product
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ADF Task
4 Run Geocode Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Generation monitor the Commu mmon Comm INF/Schedule
process to load nity on Request-
geocode data Model taskflow.xml#
for addresses. ScheduleRequ
est-taskflow
4 Manage Geography Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Lookups define lookup Commu up tions nd.applcore.l on
values that nity Core ookups.webs Standar
provide choices Model Setup ervice.Looku d
related to pWS Lookup
geographies,
such as
address
validation
methods.
3 Define Legal Entities for Task Access your Financia Financia Y Y
Financials List companies or ls ls
other registered Commo
legal entities n
and specify Module
attributes
relevant to
Oracle Fusion
Financials.
Create and
maintain
information for
legal entities
and legal
reporting units
Page 15 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
for business
activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Entity Task Create and Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
maintain Entity ls alCom al INF/oracle/app nancials.legal Entity
information for Configur mon Comm s/financials/leg Entity.legalEn
legal entities ator on alEntity/legalE tities.legalEnt
and legal ntities/ui/flow/L ityMigrationS
reporting units egalEntityUpd ervice.LegalE
to achieve legal ateFlow.xml#L ntityMigration
compliance for egalEntityUpd Service
business ateFlow
activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Entity Task Define the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Registrations identity related Entity ls alCom al INF/oracle/app nancials.legal Entity
details of a Configur mon Comm s/financials/leg Entity.legalEn and
legal entity with ator on alEntity/legalE tities.legalEnt Legal
the appropriate ntities/ui/flow/ ityMigrationS Reportin
government or RegistrationSe ervice.LegalE g Unit
legal authorities archFlow.xml# ntityMigration Registrat
for the purpose RegistrationSe Service ion
of claiming and archFlow
ensuring legal
or commercial
rights and
responsibilities.
Page 16 of 479
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Business
Required
Product
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Level
ADF Task
4 Manage Intercompany Task Define legal Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Exceptions entities that Entity ls alCom al INF/oracle/app nancials.legal Entity
cannot have an Configur mon Comm s/financials/leg Entity.legalEn
intercompany ator on alEntity/legalE tities.legalEnt
relationship with ntities/ui/flow/I ityMigrationS
the legal entity ntercompanyE ervice.LegalE
being created xceptionFlow. ntityMigration
or updated. xml#Intercomp Service
anyException
Flow
4 Manage Legal Entity Task Create country- Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Financial Information specific Entity ls alCom al INF/oracle/app nancials.legal Entity
financial data Configur mon Comm s/financials/leg Entity.legalEn
for legal entities ator on alEntity/legalE tities.legalEnt
for reporting ntities/ui/flow/L ityMigrationS
purposes. EFinancialsInf ervice.LegalE
ormationFlow. ntityMigration
xml#LEFinanci Service
alsInformation
Flow
4 Manage Legal Entity Task Manage legal Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Legal
HCM Information reporting units, Human reSetu Core INF/oracle/app cm.organizati Employe
also known as Resourc p Setup s/hcm/organiz ons.legalEmp r
tax reporting es ations/core/ui/f loyerService. Organiz
units, to group low/Organizati migration.Leg ation,
employee onsMainAreaF alEmployerMi Payroll
records for tax low.xml#Orga grationServic Statutory
and social nizationsMain e, Unit
reporting. AreaFlow oracle.apps.h Organiz
cm.organizati ation
ons.payrollSt
Page 17 of 479
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ADF Task
atutoryUnitSe
rvice.migratio
n.PayrollStat
utoryUnitMigr
ationService
4 Manage Legal Entity Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Classific
profiles that mon Comm s/financials/tax onfiguration.p ation
contain tax on /configuration/ arty.partySer Entity
information that party/ui/flow/L vice.LegalEnt Associati
relate to a legal egalEntityTax ityTaxProfile on,
entity's ProfileSearch Service, Legal
transaction tax Flow.xml#Leg oracle.apps.fi Entity
activities. alEntityTaxPro nancials.tax.c Regime
fileSearchFlow onfiguration.p Subscrip
arty.partySer tion,
vice.LegalEnt Legal
ityTaxProfile Entity
Service, Tax
oracle.apps.fi Profile
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEnt
ityTaxProfile
Service
Page 18 of 479
Conditional
Application
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Business
Required
Product
Module
Family
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Level
ADF Task
4 Define Legal Reporting Task Define legal Financia Financia Y Y
Units for Financials List reporting units ls ls
such as Commo
branches, n
divisions, Module
establishments,
inventory
organizations,
and physical
locations and
associated
details which
are components
of legal entities.
5 Manage Legal Task Define legal Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit reporting units Entity ls alCom al INF/oracle/app nancials.legal Reportin
such as Configur mon Comm s/financials/leg Entity.legalEn g Unit
branches, ator on alEntity/legalE tities.legalEnt
divisions, ntities/ui/flow/L ityMigrationS
establishments, egalReporting ervice.LegalE
inventory UnitUpdateFlo ntityMigration
organizations, w.xml#LegalR Service
and physical eportingUnitU
locations, which pdateFlow
are components
of legal entities.
5 Manage Legal Task Define the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit Registrations identity related Entity ls alCom al INF/oracle/app nancials.legal Reportin
details of a Configur mon Comm s/financials/leg Entity.legalEn g Unit
legal reporting ator on alEntity/legalE tities.legalEnt
unit with the ntities/ui/flow/ ityMigrationS
Page 19 of 479
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Application
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Business
Required
Product
Module
Family
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Level
ADF Task
appropriate RegistrationSe ervice.LegalE
government or archFlow.xml# ntityMigration
legal authorities RegistrationSe Service
for the purpose archFlow
of claiming and
ensuring legal
or commercial
rights and
responsibilities.
5 Manage Associated Task Define Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Business Entities associations Entity ls alCom al INF/oracle/app nancials.legal Associati
between Configur mon Comm s/financials/leg Entity.legalEn on
business ator on alEntity/legalE tities.legalAss
entities and ntities/ui/flow/L ociationMigra
legal entities or egalReporting tionService.L
legal reporting BusinessEntity egalAssociati
units for tax Flow.xml#Leg onMigrationS
calculation alReportingBu ervice
purposes. sinessEntityFl
ow
5 Manage Legal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Default
Reporting Unit Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
profiles that mon Comm s/financials/tax onfiguration.p Account,
contain tax on /configuration/ arty.partySer First
information that party/ui/flow/L vice.LegalEnt Party
relate to a legal egalReporting ityTaxProfile Registrat
reporting unit's UnitTaxProfile Service, ion,
transaction tax SearchFlow.x oracle.apps.fi Legal
activities. ml#LegalRepo nancials.tax.c Reportin
rtingUnitTaxPr onfiguration.p g Unit
ofileSearchFlo arty.partySer Fiscal
Page 20 of 479
Conditional
Application
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Business
Required
Product
Module
Family
Object
Level
ADF Task
w vice.LegalEst Classific
ablishmentTa ation
xProfileServic Associati
e, on,
oracle.apps.fi Legal
nancials.tax.c Reportin
onfiguration.c g Unit
lassification.c Tax
lassificationS Profile
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEst
ablishmentTa
xProfileServic
e
5 Manage Legal Task Create country- Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit Financial specific Entity ls alCom al INF/oracle/app nancials.legal Reportin
Information financial data Configur mon Comm s/financials/leg Entity.legalEn g Unit
for legal ator on alEntity/legalE tities.legalEnt
reporting units ntities/ui/flow/L ityMigrationS
for reporting RUFinancialsI ervice.LegalE
purposes. nformationFlo ntityMigration
w.xml#LRUFin Service
ancialsInforma
tionFlow
Page 21 of 479
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Business
Required
Product
Module
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ADF Task
5 Manage Associated Task Associate one Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Balancing Segments or multiple Entity ls alCom al INF/oracle/app nancials.legal Reportin
balancing Configur mon Comm s/financials/leg Entity.legalEn g Unit
segment values ator on alEntity/legalE tities.legalEnt
to a legal ntities/ui/flow/L ityMigrationS
reporting unit to RUBalSegVal ervice.LegalE
meet the legal Flow.xml#LRU ntityMigration
reporting BalSegValFlo Service
requirements of w
specific
countries.
3 Define Financial Task Define and General Financia Y Y
Reporting Structures List maintain Ledger ls
financial
reporting
structures,
including
organization
structures,
charts of
accounts,
organizational
hierarchies,
calendars,
currencies and
rates, ledgers,
and document
sequences
which are used
in organizing
the financial
Page 22 of 479
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ADF Task
data of a
company.
4 Define Chart of Task Create and General Financia Y Y

Accounts List update account Ledger ls
structures used
to record
transactions
and maintain
account
balances.
5 Manage Chart of Task Create new or General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Value Sets review existing Ledger ls up tions nd.applcore.fl on
value sets for Core ex.webservic Flexfield
association with Setup e.ValueSetW Value
a key flexfield S Set
segment.
5 Manage Chart of Task Review and General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Structures update existing Ledger ls up tions nd.applcore.fl on Key
account Core ex.webservic Flexfield
structures that Setup e.KeyFlexfiel
support chart of dWS
accounts
structure
instances,
which are used
to record
transactions
Page 23 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
and maintain
account
balances, or
create new
account
structures.
Accounts Structure Instances update existing Ledger ls up tions nd.applcore.fl on Key
account Core ex.webservic Flexfield
structure Setup e.KeyFlexfiel
instances used dWS
to record
transactions
and maintain
account
balances, or
create new
account
structure sets.
Accounts Value Set Values update existing Ledger ls up tions nd.applcore.fl on
groups of Core ex.webservic Flexfield
values assigned Setup e.ValueSetW Value
to a key flexfield S Set
segment, or
create new
groups of
values.
Page 24 of 479
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Level
ADF Task
5 Manage Account Task Review and General Financia N Y fndSet Applica oracle.apps.f Applicati
Hierarchies update existing Ledger ls up tions nd.applcore.tr on Tree
ordered Core ees.webservi
groupings of Setup ce.TreeWS
accounts, and
create new
groupings.
5 Publish Account Task Generate the General Financia N Y Ledger Ledger /WEB- oracle.apps.f Applicati
Hierarchies ordered Ledger ls INF/oracle/app nd.applcore.tr on Tree
groupings of s/financials/ge ees.webservi
accounts. neralLedger/le ce.TreeWS
dgers/aggrega
tionOptions/ui/
flow/Aggregati
onOptionsLoc
alAreaFlow.x
ml#Aggregatio
nOptionsLocal
AreaFlow
5 Manage Account Task Review and General Financia N Y Ledger Ledger /WEB- General
Combinations update existing Ledger ls INF/oracle/app Ledger
combinations of s/financials/ge Account
accounting neralLedger/a Combina
flexfield ccounts/code tion
segment Combinations/
values, and ui/flow/Manag
create new eCodeCombin
combinations. ationFlow.xml
#ManageCode
CombinationFl
ow
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5 Manage Segment Task Review and General Financia N Y fndSet Applica oracle.apps.f Applicati
Value Security Rules update security Ledger ls up tions nd.applcore.fl on
rules for chart Core ex.webservic Flexfield
of accounts Setup e.ValueSetW Value
segment values S Set
5 Manage Cross- Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.f Applicati
Validation Rules update existing Ledger ls INF/oracle/app nd.applcore.fl on Key
restrictions that s/financials/ge ex.webservic Flexfield
prevent neralLedger/a e.KeyFlexfiel
particular ccounts/cross dWS
account Validation/ui/fl
combinations ow/CrossValL
from being ocalareaFlow.
newly created, xml#CrossVal
and create new LocalareaFlow
restrictions.
5 Manage Chart of Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Chart of
Accounts Mappings update existing Ledger ls INF/oracle/app nancials.gen Account
relationships or s/financials/ge eralLedger.sh s
connections neralLedger/s aredSetup.co Mapping
between chart haredSetup/co aMappings.c
of accounts, aMappings/ui/f oaMappingsS
and create new low/CoaMappi ervice.CoaM
relationships or ngsSearchFlo appingServic
connections. w.xml#CoaMa e
ppingsSearch
Flow
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5 Manage Chart of Task Define chart of General Financia N Y fndSet Applica oracle.apps.f Applicati
Accounts Synchronization with accounts values Ledger ls up tions nd.applcore.p on
DRM using Hyperion Core rofiles.webse Profile
Data Setup rvice.Profile Value
Relationship WS
Management.
Use integration
programs to
integrate the
values from
Hyperion Data
Relationship
Management to
the Fusion
General
Ledger.
5 Manage Messages Task Review and edit General Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
for General Ledger messages that Ledger ls up tions INF/oracle/app nd.applcore. on
are used for Core s/fnd/applcore/ messages.we Messag
Oracle Fusion Setup messages/ui/fl bservice.Mes e
General ow/ManageMe sageWS
Ledger. ssagesTF.xml
#ManageMess
agesTF
4 Define Calendars Task Create and General Financia Y Y
List update Ledger ls
groupings of
accounting
periods for
fiscal purposes.
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5 Manage Accounting Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Calendars update existing Ledger ls INF/oracle/app nancials.gen ng
groupings of s/financials/ge eralLedger.ca Calenda
accounting neralLedger/c lendars.acco r
periods, and alendars/acco unting.calend
create new unting/ui/flow/ arsService.C
groupings. CalendarLocal alendarsServi
areaFlow.xml# ce
CalendarLocal
areaFlow
5 Manage Transaction Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Calendars update existing Ledger ls INF/oracle/app nancials.gen Ledger
groupings of s/financials/ge eralLedger.ca Transact
accounting neralLedger/c lendars.trans ion
periods for daily alendars/trans action.transa Calenda
balances, and action/ui/flow/ ctionCalenda r
create new TransactionCa rService.Tran
groupings. lendarMainAre sactionCalen
aFlow.xml#Tra darService
nsactionCalen
darMainAreaFl
ow
4 Define Currencies Task Define the General Financia Y Y
List currencies and Ledger ls
currency rates
that your
organization
does business
in.
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Product
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ADF Task
5 Manage Currencies Task Review and edit Oracle Commo Y Y fndSet Applica /WEB- oracle.apps.f Applicati
ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
currencies. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .CurrencyWS ce
ns for nageCurrencie Currenc
Applicati sTF.xml#Man y
ons ageCurrencies
TF
5 Manage Conversion Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
Rate Types update existing Ledger ls INF/oracle/app nancials.gen on Rate
currency s/financials/ge eralLedger.cu Type
conversion neralLedger/c rrencies.man
relationships, urrencies/man ageRate.curr
and create new ageRate/ui/flo enciesServic
relationships. w/CurrencyRa e.Currencies
tesManagerM Service
ainAreaFlow.x
ml#CurrencyR
atesManager
MainAreaFlow
5 Manage Daily Rates Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
update existing Ledger ls INF/oracle/app nancials.gen on Rate
currency daily s/financials/ge eralLedger.cu
conversion neralLedger/c rrencies.man
information, and urrencies/man ageRate.curr
create new ageRate/ui/flo enciesServic
conversion w/CurrencyRa e.Currencies
information. tesManagerM Service
ainAreaFlow.x
ml#CurrencyR
atesManager
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Product
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Level
ADF Task
MainAreaFlow
4 Define Financial Setup Task Define financial General Financia N Y

Options for China List data export Ledger ls
related setup
options for
China.
5 Create Enterprise Task Create Financia Financia N Y Ledger Ledger /WEB-
Additional Account Attributes additional ls for ls INF/Schedule
for China account Asia/Pa Request-
attributes under cific taskflow.xml#
natural account ScheduleRequ
segment. est-taskflow
5 Manage Enterprise Task Define financial Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi China
Financial Data Export Options data export ls for ls INF/oracle/app nancials.apac Deprecia
for China related options Asia/Pa s/financials/ap Localizations. tion
for enterprise. cific acLocalization financialRepo Method
s/financialRep rts.dataExpor Formula,
orts/dataExpor t.financialDat China
t/ui/flow/FinDa aExportServi Financial
taExportOptio ce.FinancialD Informati
nFlow.xml#Fin ataExportSer on
DataExportOp vice, Option,
tionFlow oracle.apps.fi China
nancials.apac Ledger
Localizations. Option
financialRepo
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ADF Task
rts.dataExpor
t.financialDat
aExportServi
ce.FinancialD
ataExportSer
vice,
oracle.apps.fi
nancials.apac
Localizations.
financialRepo
rts.dataExpor
t.financialDat
aExportServi
ce.FinancialD
ataExportSer
vice
2 Define Ledgers Task Define the General Financia Y Y
List accounting Ledger ls
configuration
that serves as a
framework for
how financial
records are
maintained for
an organization.
This includes
the main
accounting
ledger and any
supporting
ledgers that
Page 31 of 479
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Product
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Level
ADF Task
provide an
alternative
accounting
representation
of the financial
data.
3 Define Accounting Task Create and General Financia Y Y
Configurations List update a self- Ledger ls
contained set of
accounting
information
meant to
contain
transactions.
4 Manage Primary Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Primary
Ledgers update a self- Ledger ls INF/oracle/app nancials.gen Ledger
contained s/financials/ge eralLedger.le
accounting neralLedger/le dgers.ledger
information set, dgers/ledgerD Definitions.le
and define new efinitions/ui/flo dgersService.
information w/PrimaryLed LedgersServi
sets. gerCreateFlow ce
.xml#PrimaryL
edgerCreateFl
ow
4 Assign Legal Entities Task Associate a General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
recognized Ledger ls INF/oracle/app nancials.gen
party with given s/financials/ge eralLedger.le
rights and neralLedger/le dgers.ledger
responsibilities dgers/ledgerD Definitions.le
by legislation efinitions/ui/flo dgersService.
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Product
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Family
Object
Level
ADF Task
with an w/LegalEntity LedgersServi
accounting AssignmentFl ce
configuration. ow.xml#Legal
EntityAssignm
entFlow
4 Specify Ledger Options Task Define the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
various Ledger ls INF/oracle/app nancials.gen
additional s/financials/ge eralLedger.le
attributes for neralLedger/le dgers.ledger
the ledger. dgers/ledgerD Definitions.le
efinitions/ui/flo dgersService.
w/LedgerOptio LedgersServi
nsConsolidate ce
dFlow.xml#Le
dgerOptionsC
onsolidatedFlo
w
4 Assign Balancing Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Segment Values to Legal of account Ledger ls INF/oracle/app nancials.gen Segment
Entities segment values s/financials/ge eralLedger.le Value
to a legal entity neralLedger/le dgers.ledger Assignm
where dgers/ledgerD Definitions.le ent
transactions will efinitions/ui/flo dgersService.
be balanced for w/LegalEntity LedgersServi
each of the BSVAssignme ce
values in the ntFlow.xml#Le
segment. galEntityBSVA
ssignmentFlo
w
Page 33 of 479
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Product
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Segment Values to Ledger of account Ledger ls INF/oracle/app nancials.gen Segment
segment values s/financials/ge eralLedger.le Value
to a ledger neralLedger/le dgers.ledger Assignm
be balanced for w/LedgerBSV LedgersServi
each of the AssignmentFl ce
values in the ow.xml#Ledge
segment. rBSVAssignm
entFlow
4 Manage Reporting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Currencies update a self- Ledger ls INF/oracle/app nancials.gen
information set dgers/ledgerD Definitions.le
that differs in efinitions/ui/flo dgersService.
currency from w/LedgerRepo LedgersServi
the primary rtingCurrency ce
ledger, and Flow.xml#Led
define new gerReportingC
information urrencyFlow
sets.
4 Define Secondary Task Define the General Financia N Y
Ledgers List accounting Ledger ls
options,
processing
rules and other
ledger attributes
of a secondary
ledger, which is
Page 34 of 479
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Business
Required
Product
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Family
Object
Level
ADF Task
an alternative
accounting
representation
of an
organization's
financial data.
5 Manage Secondary Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Seconda
Ledgers update optional, Ledger ls INF/oracle/app nancials.gen ry
additional s/financials/ge eralLedger.le Ledger
ledgers that are neralLedger/le dgers.ledger
associated with dgers/ledgerD Definitions.le
the primary efinitions/ui/flo dgersService.
ledger for an w/SecondaryL LedgersServi
accounting edgerCreateFl ce
configuration, ow.xml#Secon
and define new daryLedgerCr
such ledgers. eateFlow
5 Specify Ledger Task Define the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Options various Ledger ls INF/oracle/app nancials.gen
additional s/financials/ge eralLedger.le
attributes for neralLedger/le dgers.ledger
the ledger. dgers/ledgerD Definitions.le
w/LedgerOptio LedgersServi
nsConsolidate ce
dFlow.xml#Le
dgerOptionsC
onsolidatedFlo
w
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Product
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ADF Task
5 Complete Primary to Task Finalize the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Seconda
Secondary Ledger Mapping required Ledger ls INF/oracle/app nancials.gen ry
relationships s/financials/ge eralLedger.le Ledger
and neralLedger/le dgers.ledger
connections for dgers/ledgerD Definitions.le
converting efinitions/ui/flo dgersService.
transactions w/PrimaryToS LedgersServi
from the econdaryLedg ce
primary ledger erMappingFlo
to the w.xml#Primary
secondary ToSecondaryL
ledger. edgerMapping
Flow
Segment Values to Legal of account Ledger ls INF/oracle/app nancials.gen Segment
Entities segment values s/financials/ge eralLedger.le Value
to a legal entity neralLedger/le dgers.ledger Assignm
be balanced for w/LegalEntity LedgersServi
each of the BSVAssignme ce
values in the ntFlow.xml#Le
segment. galEntityBSVA
ssignmentFlo
w
5 Manage Reporting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Currencies update a self- Ledger ls INF/oracle/app nancials.gen
information set dgers/ledgerD Definitions.le
that differs in efinitions/ui/flo dgersService.
Page 36 of 479
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Product
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ADF Task
currency from w/LedgerRepo LedgersServi
the primary rtingCurrency ce
ledger, and Flow.xml#Led
define new gerReportingC
information urrencyFlow
sets.
Segment Values to Ledger of account Ledger ls INF/oracle/app nancials.gen Segment
segment values s/financials/ge eralLedger.le Value
to a ledger neralLedger/le dgers.ledger Assignm
be balanced for w/LedgerBSV LedgersServi
each of the AssignmentFl ce
values in the ow.xml#Ledge
segment. rBSVAssignm
entFlow
4 Review and Submit Task Verify and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Accounting Configuration submit the Ledger ls INF/oracle/app nancials.gen
accounting s/financials/ge eralLedger.le
configuration for neralLedger/le dgers.ledger
completion. dgers/ledgerD Definitions.le
w/Accounting LedgersServi
SetupSummar ce
yFlow.xml#Ac
countingSetup
SummaryFlow
Page 37 of 479
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Product
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ADF Task
4 Verify Data Role Task Generate data General Financia Y Y apm Authori faces/AuthPoli
Generation for Ledgers roles or verify Ledger ls zation cyMgr.jspx
the data roles if Policy
already Manag
generated. er
4 Provision Roles to Task Provision General Financia Y Y admin Oracle faces/pages/S
Implementation Users for implementation Ledger ls Identity elf.jspx
Ledgers users with job Manag
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Open First Period Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Accounti
update the Ledger ls INF/Schedule nancials.gen ng
fiscal time units Request- eralLedger.ca Period
used to report taskflow.xml# lendars.acco
financial results, ScheduleRequ unting.calend
and create new est-taskflow arsService.C
time units. alendarsServi
ce
Page 38 of 479
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Product
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Object
Level
ADF Task
3 Define General Ledger Task Define options General Financia Y Y
Options List that are used to Ledger ls
manage
utilization of
ledgers.
4 Manage Ledger Sets Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
update existing Ledger ls INF/oracle/app nancials.gen Set
collections of s/financials/ge eralLedger.le
ledgers neralLedger/le dgers.ledger
intended for dgers/ledgerS Sets.ledgerS
batch ets/ui/flow/Led etService.Led
processing or gerSetsLocalF gerSetServic
financial low.xml#Ledg e
reports, and erSetsLocalFl
create new ow
collections.
4 Manage Data Access Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi General
Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
collections of s/financials/ge eralLedger.sh Data
ledgers neralLedger/s aredSetup.da Access
intended for haredSetup/da taAccessSets Set
data security, taAccessSets/ .dataAccessS
and create new ui/flow/DataAc etsService.D
collections. cessSetFlow.x ataAccessSet
ml#DataAcces sService
sSetFlow
Page 39 of 479
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Business
Required
Product
Module
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Object
Level
ADF Task
Generation for Data Access roles or verify Ledger ls zation cyMgr.jspx
Sets the data roles if Policy
already Manag
generated. er
Implementation Users for Data implementation Ledger ls Identity elf.jspx
Access Sets users with job Manag
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Manage Suspense Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Accounts update existing Ledger ls INF/oracle/app nancials.gen Ledger
statistical s/financials/ge eralLedger.ac Suspens
quantities neralLedger/a counts.suspe e
associated with ccounts/suspe nse.suspens Account
a particular nse/ui/flow/Su eAccountSer
natural account, spenseAccoun vice.Suspens
and create new tFlow.xml#Sus eAccountSer
quantities. penseAccount vice
Flow
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Required
Product
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Object
Level
ADF Task
4 Manage Statistical Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Units of Measure update existing Ledger ls INF/oracle/app nancials.gen Ledger
statistical s/financials/ge eralLedger.ac Statistic
quantities neralLedger/a counts.statisti al Unit of
associated with ccounts/statisti cal.statistical Measure
a particular cal/ui/flow/Stat UOMService.
natural account, isticalUOMFlo StatisticalUO
and create new w.xml#Statisti MService
quantities. calUOMFlow
4 Manage Accounting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
and Reporting Sequences update existing Ledger ls INF/oracle/app nancials.com Ledger
journal posting s/financials/co monModules. Accounti
and period- mmonModules accountingSe ng
close /accountingSe quencing.acc Sequenc
sequencing quencing/ui/flo ountingSequ ing
definitions, and w/Accounting encingServic Option
create new SequencingDa e.Accounting
definitions. shboardFlow.x SequencingS
ml#Accounting ervice
SequencingDa
shboardFlow
4 Manage Journal Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Journal
Sources update existing Ledger ls INF/oracle/app nancials.gen Source
journal origins, s/financials/ge eralLedger.jo
and define new neralLedger/jo urnalSetup.s
origins. urnalSetup/so ources.journa
urces/ui/flow/J lSetupSource
ournalSourceF Service.Journ
low.xml#Journ alSetupSourc
alSourceFlow eService
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Product
Module
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Object
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ADF Task
Categories update Ledger ls INF/oracle/app nancials.gen Categor
classifications s/financials/ge eralLedger.jo y
of journals with neralLedger/jo urnalSetup.c
similar urnalSetup/cat ategories.jour
characteristics, egories/ui/flow nalCategorie
and define new /JournalCateg sService.Jour
classifications. oryFlow.xml#J nalSetupCate
ournalCategor goriesService
yFlow
4 Manage Journal Task Review and General Financia N Y Financi Financi /worklistapp/fa
Approval Rules update rules to Ledger ls alsInte als- ces/administra
route journal gration SOA tion.jspx?
entries through
the approval
process.
4 Manage AutoPost Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Criteria Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
automatic s/financials/ge eralLedger.jo Automati
journal posting neralLedger/jo urnalSetup.a c
settings, and urnalSetup/aut utoPost.journ Posting
define new oPost/ui/flow/ alSetupServi Criteria
settings. SearchAutoPo ce.JournalSet Set
stSetFlow.xml upAutoPostS
#SearchAutoP ervice
ostSetFlow
Reversal Criteria Sets update existing Ledger ls INF/oracle/app nancials.gen Reversal
automatic s/financials/ge eralLedger.jo Criteria
journal reversal neralLedger/jo urnalSetup.a Set
settings, and urnalSetup/aut utoReverse.j Option
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Business
Required
Product
Module
Family
Object
Level
ADF Task
define new oReverse/ui/fl ournalSetupA
settings. ow/AutoRever utoReverseS
seFlow.xml#A ervice.Journa
utoReverseFlo lSetupAutoR
w everseServic
e
4 Manage General Task Define profile General Financia N Y fndSet Applica oracle.apps.f Applicati
Ledger Profile Options option settings Ledger ls up tions nd.applcore.p on
and values to Core rofiles.webse Profile
control general Setup rvice.Profile Value
ledger behavior WS
such as the
currently
selected data
access set and
the default
category to be
used for journal
entry.
4 Manage General Task Define General Financia N Y fndSet Applica oracle.apps.f Applicati
Ledger Descriptive Flexfields validation and Ledger ls up tions nd.applcore.fl on
display Core ex.webservic Descripti
properties of Setup e.Descriptive ve
flexfields for
general ledger
pages and
regions, which
are used to
capture
additional
Page 43 of 479
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Level
ADF Task
journal and
other
information,
important and
unique to your
business.
4 Manage General Task Review and General Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Ledger Lookup Values update lookup Ledger ls alCom al INF/oracle/app nancials.com s
values for mon Comm s/financials/co monModules. Generic
general ledger on mmonModules appsLookups Lookup
such as /appsLookups/ .appsLookup
favorites to be ui/flow/Manag Service.apps
displayed in the eGenericLook LookupServic
currency list of upTF.xml#Ma e
values and nageGenericL
financial ookupTF
categories to be
used in OBIA
dashboard.
4 Manage Processing Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Schedules update existing Ledger ls INF/oracle/app nancials.gen Ledger
scheduled job s/financials/ge eralLedger.sh Concurr
processing neralLedger/s aredSetup.sc ent
settings, and haredSetup/sc hedules.proc Process
define new hedules/ui/flo essSchedule Schedul
settings. w/ConcProces Service.Proc e
sSchFlow.xml essSchedule
#ConcProcess Service
SchFlow
Page 44 of 479
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Product
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Family
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Level
ADF Task
4 Manage Storage Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Parameters update existing Ledger ls INF/oracle/app nancials.gen Ledger
defined s/financials/ge eralLedger.sh Storage
database neralLedger/s aredSetup.st Paramet
storage haredSetup/st orageParame er
settings, and orageParamet ters.storageP
define new ers/ui/flow/Sto arametersSer
settings. rageParamete vice.Storage
rFlow.xml#Sto ParametersS
rageParamete ervice
rFlow
4 Run Optimization Task Submit the General Financia N Y Ledger Ledger /WEB-
optimization Ledger ls INF/Schedule
processing Request-
program to taskflow.xml#
improve system ScheduleRequ
performance. est-taskflow
The program
creates or
drops indexes
for those
segments in the
chart of
accounts that
are marked for
indexing.
3 Define Period Close Task Define and General Financia N Y
Components List manage options Ledger ls
that are used as
part of the
period close.
Page 45 of 479
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ADF Task
4 Manage Allocations Task Review, update, General Financia N Y oracle.apps.fi Allocatio
and Periodic Entries and create Ledger ls nancials.gen n Rule
allocation and eralLedger.jo
periodic urnals.allocati
definitions and ons.allocation
journal entries. sMigration.All
Generate ocationsMigr
journal entries ationService
from the
allocation and
periodic
definitions.
4 Manage Revaluations Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
update existing Ledger ls INF/oracle/app nancials.gen Ledger
calculations of s/financials/ge eralLedger.cu Revaluat
unrealized neralLedger/c rrencies.reval ion
gains and urrencies/reval uation.curren Definitio
losses on uation/ui/flow/ cyRevaluatio n
foreign currency RevalFlow.xml nService.Curr
transactions, #RevalFlow encyRevaluat
and define new ionService
calculations.
4 Manage Historical Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Historica
Rates update existing Ledger ls INF/oracle/app nancials.gen l
currency s/financials/ge eralLedger.cu Conversi
historical neralLedger/c rrencies.man on Rate
conversion urrencies/man ageRate.curr
information, and ageRate/ui/flo enciesServic
create new w/CurrencyRa e.Currencies
conversion tesManagerM Service
information. ainAreaFlow.x
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ml#CurrencyR
atesManager
MainAreaFlow
4 Manage Close Monitor Task Create and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Period
Setup update Close Ledger ls INF/oracle/app nancials.gen Close
Monitor setup, s/financials/ge eralLedger.d Monitor
including the neralLedger/d ashboard.hier Setup
ledger or ledger ashboard/hier Viewer.hierVi
sets, manager, Viewer/ui/flow/ ewerService.
image, and HierarchyView HierarchyVie
account group erSetupFlow.x werService
assignments. ml#HierarchyV
iewerSetupFlo
w
2 Define Business Units Task Create and Financia Financia Y Y
List maintain ls ls
information on Commo
units of an n
enterprise to Module
allow for flexible
implementation,
to provide a
consistent entity
for controlling
and reporting
on transactions,
and to be an
anchor for the
sharing of sets
Page 47 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
of reference
data across
applications.
3 Manage Business Unit Task Create and Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
maintain ls ls reSetu Core INF/oracle/app nancials.com s Unit,
information on Commo p Setup s/financials/co monModules. Busines
units of an n mmonModules businessUnit s Unit
enterprise to Module /businessUnits s.businessUn Detail
allow for flexible /ui/flow/BuSea itService.Busi
implementation, rchFlow.xml#B nessUnitServ
to provide a uSearchFlow ice,
consistent entity oracle.apps.fi
for controlling nancials.com
and reporting monModules.
on transactions, businessUnit
and to be an s.businessUn
anchor for the itService.Busi
sharing of nessUnitServ
reference data ice
sets across
applications.
3 Verify Data Role Task Generate data Financia Financia Y Y apm Authori faces/AuthPoli
Generation for Business Unit roles or verify ls ls zation cyMgr.jspx
the data roles if Commo Policy
already n Manag
generated. Module er
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Product
Module
Family
Object
Level
ADF Task
3 Provision Roles to Task Provision Financia Financia Y Y admin Oracle faces/pages/S
Implementation Users for implementation ls ls Identity elf.jspx
Business Unit users with job Commo Manag
or data roles, n ement
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
3 Assign Business Unit Task Assign Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Business Function business ls ls reSetu Core INF/oracle/app nancials.com s
functions to be Commo p Setup s/financials/co monModules. Function
performed by a n mmonModules businessUnit Relation
business unit, Module /businessUnits s.businessUn ship,
such as /ui/flow/BuUsa itService.Busi Busines
customer geFlow.xml#B nessUnitServ s
invoicing and uUsageFlow ice, Function
order capture. oracle.apps.fi to
nancials.com Referen
monModules. ce
businessUnit Groups
s.businessUn Mapping
itService.Busi ,
nessUnitServ Busines
ice, s
oracle.apps.fi Function
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Product
Module
Family
Object
Level
ADF Task
nancials.com s
monModules. Metadat
businessUnit a,
s.businessUn Busines
itService.Busi s Unit
nessUnitServ Busines
ice, s
oracle.apps.fi Function
nancials.com
monModules.
businessUnit
s.businessUn
itService.Busi
nessUnitServ
ice
3 Verify Data Role Task Generate data Financia Financia Y Y apm Authori faces/AuthPoli
Generation for Business Unit roles or verify ls ls zation cyMgr.jspx
Business Function the data roles if Commo Policy
already n Manag
generated. Module er
3 Provision Roles to Task Provision Financia Financia Y Y admin Oracle faces/pages/S
Business Unit Business users with job Commo Manag
Function or data roles, n ement
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Page 50 of 479
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Administrator
for a product
family.
3 Manage Business Unit Task Assign Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Set Assignment reference data, ls ls reSetu Core INF/oracle/app nancials.com s Unit
which Commo p Setup s/financials/co monModules. Set
represents n mmonModules businessUnit Assignm
business rules Module /businessUnits s.businessUn ent
and policies, to /ui/flow/BuSet itService.Busi
business units. AssignmentFl nessUnitServ
ow.xml#BuSet ice
AssignmentFl
ow
3 Manage Service Provider Task Assign service Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
Relationships provider ls ls reSetu Core INF/oracle/app nancials.com s Unit
business units Commo p Setup s/financials/co monModules. Service
to client n mmonModules businessUnit Provider
business units Module /businessUnits s.businessUn Relation
to provide /ui/flow/BuSer itService.Busi ship
business viceProviderFl nessUnitServ
functions such ow.xml#BuSer ice
as viceProviderFl
procurement, ow
payables
payments, and
customer
payments.
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Required
Product
Module
Family
Object
Level
ADF Task
3 View Service Clients Task View client Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
business units ls ls reSetu Core INF/oracle/app nancials.com s Unit
that use Commo p Setup s/financials/co monModules. Service
business n mmonModules businessUnit Provider
functions Module /businessUnits s.businessUn Relation
provided by a /ui/flow/BuVie itService.Busi ship
service provider wServiceClien nessUnitServ
business unit. tFlow.xml#Bu ice
ViewServiceCl
ientFlow
3 View Available Asset Task View asset Financia Financia N Y Payabl Payabl /WEB-
Books books where ls ls es es INF/oracle/app
assets can be Commo s/financials/as
transferred. The n sets/sharedSe
original and Module tup/bookContr
destination ols/publicUi/flo
books must w/ViewAssetB
have the same ookTaskFlow.
ledger xml#ViewAsse
assigned. tBookTaskFlo
w
2 Define Facilities for Task Access your Financia Financia N Y
Financials List facilities and ls ls
specify Commo
attributes n
required for Module
Oracle Fusion
Financials.
Define the
organizations
and facility
Page 52 of 479
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
schedules that
are enabled for
transportation
planning.
3 Manage Facility Shifts Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Shift
facility shifts to Chain mmon mmon INF/oracle/app rmCommon.s
represent a Manage s/crmCommon chedules.shift
time period that ment /schedules/pu Service.Shift
affects a Commo blicUi/flow/sch Service
resource's n edulesShiftList
availability. A Compon ViewTF.xml#s
shift can be ents chedulesShiftL
defined by start istViewTF
time and end
time, start time
and duration, or
only duration.
3 Manage Facility Workday Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Workday
Patterns facility workday Chain mmon mmon INF/oracle/app rmCommon.s Pattern
patterns to Manage s/crmCommon chedules.patt
represent a ment /schedules/pu ernService.P
collection of Commo blicUi/flow/sch atternService
one or more n edulesPattern
shifts over a Compon ListViewTF.xm
number of days. ents l#schedulesPa
A pattern will tternListViewT
repeat itself for F
a specific date
range to define
the complete
Page 53 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
schedule of a
resource.
3 Manage Facility Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Schedules facility Chain mmon mmon INF/oracle/app rmCommon.s e
schedules to Manage s/crmCommon chedules.sch
define the ment /schedules/pu eduleService.
actual calendar Commo blicUi/flow/sch ScheduleSer
dates worked, n edulesSchedul vice
and the pattern Compon eListViewTF.x
shifts to apply ents ml#schedules
to those dates ScheduleListV
worked. The iewTF
date range in a
schedule is
defined by a
schedule start
date and a
schedule end
date.
3 Manage Facility Schedule Task Configure Supply SCM N Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Exceptions facility schedule Chain mmon mmon INF/oracle/app rmCommon.s e
exceptions to Manage s/crmCommon chedules.avai Exceptio
define ment /schedules/pu labilityExcepti n
deviations in Commo blicUi/flow/sch onService.Av
availability from n edulesAvailabi ailabilityExce
a schedule. Compon lityExceptionLi ptionService
Exceptions can ents stViewTF.xml#
be added to schedulesAvai
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
one or more labilityExcepti
schedules. onListViewTF
3 Manage Inventory Task Configure Supply SCM Y Y hcmCo HCM /WEB- oracle.apps.h Inventor
Organizations inventory Chain reSetu Core INF/oracle/app cm.organizati y
organizations to Manage p Setup s/hcm/organiz ons.inv.ware Organiz
describe distinct ment ations/inv/war houseParam ation
entities within Commo ehouseParam eters.inventor
the company n eters/publicUi/ yOrganizatio
such as Compon flow/MaintainI nService.Inve
manufacturing ents nventoryOrga ntoryOrganiz
facilities, nizationFlow.x ationService
warehouses, or ml#MaintainIn
distribution ventoryOrgani
centers. zationFlow
3 Verify Data Role Task Generate data Supply SCM Y Y apm Authori faces/AuthPoli
Generation for Inventory roles or verify Chain zation cyMgr.jspx
Organizations the data roles if Manage Policy
already ment Manag
generated. Commo er
n
Compon
ents
3 Provision Roles to Task Provision Supply SCM Y Y admin Oracle faces/pages/S
Implementation Users for implementation Chain Identity elf.jspx
Inventory Organizations users with job Manage Manag
or data roles, ment ement
such as Commo
Page 55 of 479
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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Application n
Implementation Compon
Consultant, IT ents
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Resource Task Define Trading CRM Y Y
Organization Information List hierarchical Commu
relationships nity
between Model
resources to
reflect the
organizational
structure within
a corporation,
and its partner
relationships.
3 Manage Internal Task Define sales or Trading CRM N Y hcmCo HCM /WEB- Organiz
Resource Organizations marketing Commu reSetu Core INF/oracle/app ation
organizations. nity p Setup s/hcm/organiz
Model ations/hz/reso
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
sourceOrgSea
rchTF
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Business
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Product
Module
Family
Object
Level
ADF Task
3 Manage Partner Task Define partner Trading CRM N Y hcmCo HCM /WEB- Trading
Organizations resource Commu reSetu Core INF/oracle/app Commu
organizations nity p Setup s/hcm/organiz nity
used to create Model ations/hz/reso Resourc
partner urceOrganizati e
organization ons/ui/flow/Ma Organiz
hierarchies. nagePartnerO ation
rgTF.xml#Man
agePartnerOr
gTF
3 Manage Resource Task Manage Trading CRM N Y crmCo CRM /WEB- Trading
Organization Hierarchies organization Commu mmon Comm INF/oracle/app Commu
hierarchies for nity on s/cdm/foundati nity
sales, Model on/resources/ Resourc
marketing, or ui/organization e
partner s/flow/Resourc Organiz
organizations. eOrgHierarchy ation
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
Organization Members resource Commu mmon Comm INF/oracle/app Commu
members of nity on s/cdm/foundati nity
organizations. eOrgSearchT ation
F.xml#Resour Member
ceOrgSearchT
F
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Product
Module
Family
Object
Level
ADF Task
3 Run Reporting Hierarchy Task Schedule and Trading CRM N Y crmCo CRM /WEB-
process to nity on Request-
generate Model taskflow.xml#
organization ScheduleRequ
hierarchies. est-taskflow
2 Define Workforce Structures Task Configure Financia Financia Y Y
for Financials List structures to ls ls
represent the Commo
management n
and operating Module
requirements of
the enterprise
for Oracle
Fusion
Financials.
3 Manage Divisions Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Division
manage the Human reSetu Core INF/oracle/app cm.organizati
organizations Resourc p Setup s/hcm/organiz ons.divisionS
that represent es ations/core/ui/f ervice.migrati
lines of low/Divisions on.DivisionMi
business in the ManageFlow.x grationServic
enterprise. ml#DivisionsM e
anageFlow
3 Manage Departments Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Departm
manage the Human reSetu Core INF/oracle/app cm.organizati ent
organizations to Resourc p Setup s/hcm/organiz ons.departme
which workers es ations/core/ui/f ntService.mig
can be low/Departme ration.Depart
assigned. ntsManageFlo mentMigratio
w.xml#Depart nService
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Product
Module
Family
Object
Level
ADF Task
mentsManage
Flow
3 Manage Job Families Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job
manage job Human reSetu Core INF/oracle/app cm.workStruc Family
families used Resourc p Setup s/hcm/workStr tures.jobs.job
for reporting es uctures/jobs/ui FamilyMigrati
purposes or /flow/JobFamil onService.Jo
determining yTaskFlow.xm bFamilyMigra
cross job l#JobFamilyTa tionService
qualifications. skFlow
3 Manage Job Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job
manage jobs. Human reSetu Core INF/oracle/app cm.workStruc
Resourc p Setup s/hcm/workStr tures.jobs.job
es uctures/jobs/ui Service.migra
/flow/JobsMai tion.JobMigra
nTaskFlow.xm tionService
l#JobsMainTa
skFlow
2 Define Security for Task Enable users to Financia Financia Y Y
Financials List perform ls ls
functions Commo
related to their n
job roles. Module
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Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Job Roles Task Review, create, Y Y admin Oracle faces/pages/S
or update Identity elf.jspx
enterprise-wide Manag
abstract and job ement
roles. Create
role hierarchies.
3 Manage Duties Task Review the Y Y apm Authori faces/AuthPoli
logical zation cyMgr.jspx
groupings of Policy
tasks that Manag
define duty er
roles. Provision
duty roles to
abstract, job, or
other duty roles.
3 Define Data Security for Task Define Financia Financia Y Y
Financials List accounting ls ls
security and Commo
encryption. n
Manage data Module
security policies
and data roles.
4 Manage Data Access Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi General
Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
collections of s/financials/ge eralLedger.sh Data
ledgers neralLedger/s aredSetup.da Access
intended for haredSetup/da taAccessSets Set
data security, taAccessSets/ .dataAccessS
and create new ui/flow/DataAc etsService.D
collections. cessSetFlow.x ataAccessSet
ml#DataAcces sService
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Business
Required
Product
Module
Family
Object
Level
ADF Task
sSetFlow
Generation for Data Access roles or verify Ledger ls zation cyMgr.jspx
Sets the data roles if Policy
already Manag
generated. er
Implementation Users for Data implementation Ledger ls Identity elf.jspx
Access Sets users with job Manag
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Manage Data Security Task Review, create, Y Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Policies or update zation cyMgr.jspx nd.applcore.d on Data
grants of Policy ataSecurity.w Security
entitlement to a Manag ebservice.Dat Policy
user or role on er aSecurityWS
an object or
Page 61 of 479
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
attribute group
for a given
condition.
4 Manage Role Task Review data Oracle Commo Y Y apm Authori faces/AuthPoli
Templates role templates Middlew n zation cyMgr.jspx
and generate are Policy
data roles Extensio Manag
based on a ns for er
dimension such Applicati
as business ons
unit.
4 Manage Data Role and Task Create HCM Global HCM Y Y hcmCo HCM /WEB- HCM
Security Profiles data roles to Human reSetu Core INF/oracle/app Data
enable users, Resourc p Setup s/hcm/security Role
such as human es /ui/flow/Manag
resource eDataRolesFl
specialists, ow.xml#Mana
benefits geDataRolesF
specialists, and low
payroll
managers, to
access the
HCM data
required by
their job roles.
Assign security
profiles to
abstract roles,
such as
Page 62 of 479
Conditional
Application
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Business
Required
Product
Module
Family
Object
Level
ADF Task
employee and
line manager, to
enable users to
access
standard data
for those roles.
3 Define Users for Task Configure user Financia Financia Y Y
Financials List access to HCM ls ls
data and Commo
functions. n
Module
4 Manage HCM Role Task Create and Global HCM Y Y hcmCo HCM /WEB- HCM
Provisioning Rules manage rules Human reSetu Core INF/oracle/app Data
for provisioning Resourc p Setup s/hcm/security Role
roles to people es /ui/flow/RoleM
based on appingSearch
assignment Flow.xml#Role
information, MappingSearc
such as job, hFlow
position, and
person type.
4 Import Worker Users Task Import Worker HCM HCM N Y hcmCo HCM /WEB- User
users as HCM Commo reSetu Core INF/oracle/app
Workers from n p Setup s/hcm/commo
legacy Architec n/batchLoader
applications. ture /ui/flow/Launc
The import hSpreadsheet
process will LoaderFlow.x
automatically ml#LaunchSpr
create user eadsheetLoad
Page 63 of 479
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounts and erFlow
assign roles to
workers using
HCM role
provisioning
rules.
4 Manage Users Task Manage Global HCM Y Y hcmCo HCM /WEB- User
application user Human re Core INF/oracle/app
definitions. Resourc Proces s/hcm/people/
es ses search/public
Ui/primary/flo
w/GallerySear
chTF.xml#Gall
erySearchTF
3 Manage Oracle Social Task Enable the General Financia N Y fndSet Applica /WEB-
Network Objects for Financials display of Ledger ls up tions INF/oracle/app
information in Core s/fnd/applcore/
Oracle Social Setup socialnetwork/
Network about ui/flow/SocialN
changes to etworkTF.xml#
Financials SocialNetwork
business
objects, and
select which
attributes to
include for each
object.
Page 64 of 479
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Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Automated Task Define the GRC GRC Y Y
Governance, Risk, and List controls that Applicati
Performance Controls automate the on
analysis of Access
data-related Controls
and address- Governo
related issues r
to mitigate risk
and optimize
performance of
an organization.
3 Manage Application Task Manage the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Access Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
resolve issues on s/grc/gra/setu model.applic and
that relate to Access p/ui/flow/grcc- ationModule. Complia
the Controls setup- GrcSetupCon nce
appropriateness Governo taskflow.xml#g figService Setup
of access within r rcc-setup- Configur
an application. taskflow ation
Preventive Controls rules that Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
proactively on s/grc/gra/setu model.applic and
manage the Access p/ui/flow/grcc- ationModule. Complia
ability of users Controls setup- GrcSetupCon nce
to interact Governo taskflow.xml#g figService Setup
within an r rcc-setup- Configur
application. taskflow ation
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Business
Required
Product
Module
Family
Object
Level
ADF Task
Transaction Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
appropriateness Governo taskflow.xml#g figService Setup
of transactions r rcc-setup- Configur
that exist within taskflow ation
an application.
3 Manage Application Task Maintain the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Configuration Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
configurations Governo taskflow.xml#g figService Setup
that exist within r rcc-setup- Configur
an application taskflow ation
2 Define Approval Task Define approval Financia Financia Y Y
Management for Financials List routing ls ls
structures and Commo
controls to n
match your Module
organization's
needs.
3 Manage Task Task Review and edit Financia Financia Y Y Financi Financi /worklistapp/fa
Configurations for Financials approval flow ls ls alsInte als- ces/administra
rules for Commo gration SOA tion.jspx?
workflow tasks. n
Module
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Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Approval Groups Task Create groups Financia Financia Y Y Financi Financi /worklistapp/fa
for Financials of users to act ls ls alsInte als- ces/administra
on workflow Commo gration SOA tion.jspx?
tasks. n
Module
2 Define Help Configuration Task Define what Applicati ATF N Y
List users can see on
and do in a Toolkit
local
deployment of
Oracle Fusion
Applications
Help.
3 Set Help Options Task Set options for Applicati ATF Y Y helpPo Help /WEB- oracle.apps.a Help
the help on rtal Portal INF/oracle/app tk.helpPortal. Configur
features Toolkit s/atk/helpPort helpPortalSer ation,
available at the al/ui/flow/AtkH vice.AtkHelp Help
site, which elpPortalConfi Configuration Topic
might include gureHelpPage Service,
collaboration, Flow.xml#Atk oracle.apps.a
access to HelpPortalCon tk.helpPortal.
external web figureHelpPag helpPortalSer
sites, and eFlow vice.AtkHelp
settings for TopicService
custom help
content and an
Oracle User
Productivity Kit
library.
Page 67 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Assign Help Text Task Verify that the Applicati ATF N Y helpPo Help
Administration Duty duty that on rtal Portal
enables users Toolkit
to add and edit
help is assigned
to the
appropriate
roles, and
reassign if
necessary.
3 Manage Help Security Task Create or Applicati ATF N Y helpPo Help /WEB- oracle.apps.f Applicati
Groups update security on rtal Portal INF/oracle/app nd.applcore.d on Data
groups that you Toolkit s/atk/helpPort ataSecurity.w Security
can associate al/ui/flow/AtkD ebservice.Dat Policy,
with help to ataSecurityTa aSecurityWS, Applicati
determine who skFlow.xml#At oracle.apps.f on
can access it. kDataSecurity nd.applcore.l Standar
Associate each TaskFlow ookups.webs d
group with a ervice.Looku Lookup
duty role. This pWS
task creates
lookup codes,
database
resource
conditions, and
data security
policies, which
you can also
edit directly on
the relevant
pages.
Page 68 of 479
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Application
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Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Application Toolkit Task Set up Oracle Applicati ATF N Y
Configuration List Fusion on
Application Toolkit
Toolkit features,
which are
common across
Oracle Fusion
applications.
3 Map Reports to Work Task Select reports Applicati ATF N Y HomeP Home /WEB- oracle.apps.a Reports
Areas to appear in the on age Page INF/oracle/app tk.reportingP and
Reports and Toolkit s/atk/reporting ane.setup.ser Analytics
Analytics region Pane/publicUi/ vice.AtkRepo Mapping
in Oracle flow/Workarea rtingPaneSer
Fusion ReportMappin vice
Applications gTaskFlow.xm
work areas. l#WorkareaRe
portMappingT
askFlow
3 Set Watchlist Options Task Specify the Applicati ATF N Y HomeP Home /WEB-
Watchlist on age Page INF/oracle/app
categories and Toolkit s/atk/watchList
items available /publicUi/flow/
at your site. AtkWatchlistA
dminPersonali
zeTF.xml#Atk
WatchlistAdmi
nPersonalizeT
F
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Product
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2 Define Common Reference Task Maintain Financia Financia N Y
Objects for Financials List reference ls ls
objects, such as Commo
value sets, n
profile options, Module
flexfields, and
lookups, for
Oracle Fusion
Financials.
3 Manage Standard Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on
lookups that are are Core s/fnd/applcore/ ookups.webs Standar
common across Extensio Setup lookups/public ervice.Looku d
applications ns for Ui/flow/Manag pWS Lookup
and exposed in Applicati eStandardLoo
the standard ons kupsTF.xml#M
lookups view. anageStandar
dLookupsTF
3 Manage Common Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on
lookups that are are Core s/fnd/applcore/ ookups.webs Commo
common across Extensio Setup lookups/public ervice.Looku n
applications ns for Ui/flow/Manag pWS Lookup
and exposed in Applicati eCommonLoo
the common ons kupsTF.xml#M
lookups view. anageCommo
nLookupsTF
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Product
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ADF Task
3 Manage Set Enabled Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on Set-
lookups with are Core s/fnd/applcore/ ookups.webs Enabled
codes that vary Extensio Setup lookups/public ervice.Looku Lookup
depending on ns for Ui/flow/Manag pWS
the value of the Applicati eSetEnabledL
reference data ons ookupsTF.xml
set determinant #ManageSetE
and are nabledLookup
exposed in the sTF
set-enabled
lookups view.
3 Manage Tree Structures Task Manage tree Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
structures to Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
group common are Core s/fnd/applcore/ ees.webservi Structur
business rules Extensio Setup trees/ui/taskflo ce.TreeStruct e
for a family of ns for w/TreeStructur ureWS
trees. Applicati eSummary.xm
ons l#TreeStructur
eSummary
3 Manage Tree Labels Task Manage labels Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
to be used as Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
tags for tree are Core s/fnd/applcore/ ees.webservi Label
nodes. Extensio Setup trees/ui/taskflo ce.TreeStruct
ns for w/FndLabelSu ureWS
Applicati mmary.xml#F
ons ndLabelSumm
ary
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Product
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Level
ADF Task
3 Manage Trees and Tree Task Manage trees Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Versions to contain data Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
in a hierarchy, are Core s/fnd/applcore/ ees.webservi
enabling users Extensio Setup trees/ui/taskflo ce.TreeWS
to group and ns for w/TreeSumma
consolidate Applicati ry.xml#TreeSu
information that ons mmary
already exist
within an
organization.
3 Manage Profile Options Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
manage profile Middlew n up tions INF/oracle/app nd.applcore.p on
options that are Core s/fnd/applcore/ rofiles.webse Profile
affect Extensio Setup profiles/ui/flow rvice.Profile Value
application ns for /ManageProfil WS
behavior, and Applicati esTF.xml#prof
specify the ons iles_task-flow-
levels at which definition
they can be set.
3 Manage Administrator Task Specify profile Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Profile Values option settings Middlew n up tions INF/oracle/app nd.applcore.p on
and values to are Core s/fnd/applcore/ rofiles.webse Profile
control Extensio Setup profiles/ui/flow rvice.Profile Value
application ns for /ManageAdmi WS
behavior. Applicati nProfileValues
ons TF.xml#profile
Values_task-
flow-definition
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Product
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Family
Object
Level
ADF Task
3 Manage Profile Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Categories manage Middlew n up tions INF/oracle/app nd.applcore.p on
categories to are Core s/fnd/applcore/ rofiles.webse Profile
group profile Extensio Setup profiles/ui/flow rvice.Profile Categor
options based ns for /ManageProfil WS y
on their Applicati eCategoriesT
functional area. ons F.xml#profileC
Categories can ategories_task
be used to -flow-definition
search for
related profiles
and to define
data security
rules.
3 Manage Value Sets Task Manage value Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
sets to validate Middlew n up tions INF/oracle/app nd.applcore.fl on
the content of a are Core s/fnd/applcore/ ex.webservic Flexfield
flexfield Extensio Setup flex/vst/ui/publi e.ValueSetW Value
segment. ns for cFlow/Manage S Set
Applicati ValueSetsTF.x
ons ml#ManageVa
lueSetsTF
3 Manage Descriptive Task Specify Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields segments, Middlew n up tions INF/oracle/app nd.applcore.fl on
validation, and are Core s/fnd/applcore/ ex.webservic Descripti
display Extensio Setup flex/dff/ui/publi e.Descriptive ve
properties of ns for cFlow/Manage FlexfieldWS Flexfield
descriptive Applicati DescriptiveFle
flexfields, which ons xfieldsTF.xml#
are used to ManageDescri
capture ptiveFlexfields
Page 73 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
important TF
information
unique to an
enterprise that
would not
otherwise be
captured by the
application.
3 Manage Extensible Task Specify Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields segments, Middlew n up tions INF/oracle/app nd.applcore.fl on
validation, and are Core s/fnd/applcore/ ex.webservic Extensib
display Extensio Setup flex/dff/ui/publi e.Descriptive le
properties of ns for cFlow/Manage FlexfieldWS Flexfield
extensible Applicati ExtensibleFlex
flexfields, which ons fieldsTF.xml#
are used to ManageExten
capture sibleFlexfields
important TF
information
unique to an
enterprise that
would not
otherwise be
captured by the
application.
3 Manage Key Flexfields Task Specify key Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
flexfield Middlew n up tions INF/oracle/app nd.applcore.fl on Key
segments and are Core s/fnd/applcore/ ex.webservic Flexfield
validation. Most Extensio Setup flex/kff/ui/publi e.KeyFlexfiel
key flexfields ns for cFlow/Manage dWS
must be defined Applicati KeyFlexfieldsT
Page 74 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
for the ons F.xml#Manag
applications to eKeyFlexfields
operate TF
correctly.
3 Register Descriptive Task Register the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields existence of Middlew n up tions INF/oracle/app nd.applcore.fl on
descriptive are Core s/fnd/applcore/ ex.webservic Descripti
flexfields on a Extensio Setup flex/dff/ui/publi e.Descriptive ve
table. ns for cFlow/Registe FlexfieldWS Flexfield
Applicati rDescriptiveFl
ons exfieldsTF.xml
#RegisterDesc
riptiveFlexfield
sTF
3 Maintain Common Task Review and Oracle Commo N Y
Reference Objects List manage Middlew n
common are
objects, for Extensio
example ns for
profiles and Applicati
lookups, that ons
affect the
functionality
and look of
applications.
Page 75 of 479
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Required
Product
Module
Family
Object
Level
ADF Task
4 Define Application Task Review and edit Oracle Commo N Y
Taxonomy List a hierarchical Middlew n
organization of are
Oracle Fusion Extensio
application ns for
modules. Applicati
ons
5 Manage Taxonomy Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Hierarchy the hierarchy of Middlew n up tions INF/oracle/app nd.applcore.t on
functional units are Core s/fnd/applcore/ axonomy.we Taxono
that make up Extensio Setup taxonomy/ui/ta bservice.Appl my
Oracle Fusion ns for skflow/ViewDe TaxonomyW
Applications, Applicati liveryHierarch S
from product ons y.xml#ViewDel
families and iveryHierarchy
applications to
functional
components.
4 Define Reference Data Task Specify how Oracle Commo N Y
Sharing List reference data Middlew n
in the are
application Extensio
should be ns for
partitioned and Applicati
shared. ons
5 Manage Reference Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Data Sets manage sets for Middlew n up tions INF/oracle/app nd.applcore.s on
partitioning and are Core s/fnd/applcore/ etid.webservi Referen
sharing Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
reference data ns for low/ManageS Set
across Applicati etIdSetsTF.xm
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Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
organizations. ons l#ManageSetI
dSetsTF
5 Manage Set Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Assignments for Set reference data Middlew n up tions INF/oracle/app nd.applcore.s on
Determinant Type set are Core s/fnd/applcore/ etid.webservi Referen
nageSetIdAssi
gnmentsTF
5 Verify Data Role Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Generation roles or verify Middlew n zation cyMgr.jspx
the data roles if are Policy
already Extensio Manag
generated. ns for er
Applicati
ons
5 Provision Roles to Task Provision Y Y admin Oracle faces/pages/S
such as
Application
Implementation
Consultant, IT
Security
Page 77 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Manager, or
Application
Administrator
for a product
family.
4 Define ISO Reference Task Review and Oracle Commo N Y
Data List manage ISO Middlew n
standard data, are
for example, Extensio
languages and ns for
territories, for Applicati
use across ons
applications.
5 Manage Currencies Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
currencies. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .CurrencyWS ce
ns for nageCurrencie Currenc
Applicati sTF.xml#Man y
ons ageCurrencies
TF
5 Manage ISO Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Languages ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
languages. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .IsoLanguage ce ISO
ns for nageIsoLangu WS Languag
Applicati agesTF.xml# e
ons ManageIsoLa
nguagesTF
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Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Territories Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
territories. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .TerritoryWS ce
ns for nageTerritorie Territory
Applicati sTF.xml#Man
ons ageTerritories
TF
5 Manage Languages Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
the installed Middlew n up tions INF/oracle/app nd.applcore.n on
Extensio Setup nls/ui/flow/Ma .LanguageW ce
ns for nageLanguag S Languag
Applicati esTF.xml#Ma e
ons nageLanguag
esTF
5 Manage Industries Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
industries. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .IndustryWS ce
ns for nageIndustries Industry
Applicati TF.xml#Mana
ons geIndustriesT
F
5 Manage Natural Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Languages natural, spoken Middlew n up tions INF/oracle/app nd.applcore.n on
Extensio Setup nls/ui/flow/Ma .NaturalLang ce
ns for nageNaturalLa uageWS Natural
Applicati nguagesTF.x Languag
ons ml#ManageNa e
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Required
Product
Module
Family
Object
Level
ADF Task
turalLanguage
sTF
5 Manage Time Zones Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
time zones. Middlew n up tions INF/oracle/app nd.applcore.n on
are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .TimeZoneW ce Time
ns for nageTimezon S Zone
Applicati esTF.xml#Ma
ons nageTimezon
esTF
4 Manage Data Security Task Review, create, N Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Policies or update zation cyMgr.jspx nd.applcore.d on Data
grants of Policy ataSecurity.w Security
entitlement to a Manag ebservice.Dat Policy
user or role on er aSecurityWS
an object or
attribute group
for a given
condition.
4 Set Activity Stream Task Set options to Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Options determine the Middlew n up tions INF/oracle/app nd.applcore.a on
types of are Core s/fnd/applcore/ ctivitystream. Activity
activities to be Extensio Setup activitystream/ webservice.A Stream
displayed in the ns for ui/flow/SetActi ctivityStream Configur
Activity Stream Applicati vityStreamOpti OptionWS ation
regions in ons onsTF.xml#Se
Oracle Fusion tActivityStrea
Page 80 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
Applications. mOptionsTF
4 Manage Menu Task Manage Oracle Commo N Y fndSet Applica /WEB- Applicati
Customizations customizations Middlew n up tions INF/oracle/app on Menu
for the Oracle are Core s/fnd/applcore/ Customi
Fusion Extensio Setup customization/ zation
Applications ns for admin/uiPublic
Navigator menu Applicati /NavMenucust
that are safe for ons omTF.xml#Na
patches and vMenucustom
upgrades. TF
4 Set User General Task Specify the Oracle Commo N Y fndSet Applica /WEB- Applicati
Preferences general Middlew n up tions INF/oracle/app on
preferences are Core s/fnd/applcore/ General
settings for all Extensio Setup pref/ui/mainflo Preferen
users, for ns for w/AdminPrefer ces
example Applicati encesFlow.xm
language and ons l#AdminPrefer
date format. encesFlow
4 Manage Audit Policies Task Select the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
business object Middlew n up tions INF/oracle/app nd.applcore.a on Audit
attributes to are Core s/fnd/applcore/ udit.AuditWS Policy
audit for Oracle Extensio Setup audit/common/
Fusion ns for ui/flow/Comm
Applications, Applicati onAuditSetup
and set audit ons TF.xml#Comm
levels for other onAuditSetup
Page 81 of 479
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Required
Product
Module
Family
Object
Level
ADF Task
Oracle TF
products.
4 Manage Oracle Social Task Enable the Oracle Commo N Y fndSet Applica /WEB-
Network Objects display of Middlew n up tions INF/oracle/app
information in are Core s/fnd/applcore/
Oracle Social Extensio Setup socialnetwork/
Network about ns for ui/flow/SocialN
changes to Applicati etworkTF.xml#
business ons SocialNetwork
objects, and
select which
attributes to
include for each
object.
4 Manage Applications Task Review and Oracle Commo N Y
Core Common Reference List manage Middlew n
Objects common are
objects, for Extensio
example ns for
profiles and Applicati
lookups, that ons
affect the
functionality
and look of
Oracle
Middleware
Extensions for
Applications.
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Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Applications Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Messages messages that Middlew n up tions INF/oracle/app nd.applcore. on
are used for are Core s/fnd/applcore/ messages.we Messag
Oracle Extensio Setup messages/ui/fl bservice.Mes e
Middleware ns for ow/ManageMe sageWS
Extensions for Applicati ssagesTF.xml
Applications. ons #ManageMess
agesTF
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Standard Lookups manage lookup Middlew n up tions INF/oracle/app nd.applcore.l on
values for are Core s/fnd/applcore/ ookups.webs Standar
Oracle Extensio Setup lookups/public ervice.Looku d
Middleware ns for Ui/flow/Manag pWS Lookup
Extensions for Applicati eStandardLoo
Applications. ons kupsTF.xml#M
anageStandar
dLookupsTF
Core Profile Options manage profile Middlew n up tions INF/oracle/app nd.applcore.p on
options that are Core s/fnd/applcore/ rofiles.webse Profile
affect Oracle Extensio Setup profiles/ui/flow rvice.Profile Value
Middleware ns for /ManageProfil WS
Extensions for Applicati esTF.xml#prof
Applications ons iles_task-flow-
behavior, and definition
specify the
levels at which
they can be set.
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Product
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Object
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ADF Task
5 Manage Applications Task Specify profile Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Administrator Profile option settings Middlew n up tions INF/oracle/app nd.applcore.p on
Values and values to are Core s/fnd/applcore/ rofiles.webse Profile
control Oracle Extensio Setup profiles/ui/flow rvice.Profile Value
Middleware ns for /ManageAdmi WS
Extensions for Applicati nProfileValues
Applications ons TF.xml#profile
behavior. Values_task-
flow-definition
Core Profile Categories manage Middlew n up tions INF/oracle/app nd.applcore.p on
categories to are Core s/fnd/applcore/ rofiles.webse Profile
group profile Extensio Setup profiles/ui/flow rvice.Profile Categor
options that are ns for /ManageProfil WS y
used in Oracle Applicati eCategoriesT
Middleware ons F.xml#profileC
Extensions for ategories_task
Applications, -flow-definition
based on their
functional area.
Categories can
be used to
search for
related profiles
and to define
data security
rules.
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Business
Required
Product
Module
Family
Object
Level
ADF Task
Core Value Sets manage value Middlew n up tions INF/oracle/app nd.applcore.fl on
sets for Oracle are Core s/fnd/applcore/ ex.webservic Flexfield
Middleware Extensio Setup flex/vst/ui/publi e.ValueSetW Value
Extensions for ns for cFlow/Manage S Set
Applications. Applicati ValueSetsTF.x
ons ml#ManageVa
lueSetsTF
5 Manage Applications Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Descriptive Flexfields descriptive Middlew n up tions INF/oracle/app nd.applcore.fl on
flexfields that are Core s/fnd/applcore/ ex.webservic Descripti
are used for Extensio Setup flex/dff/ui/publi e.Descriptive ve
Oracle ns for cFlow/Manage FlexfieldWS Flexfield
Middleware Applicati DescriptiveFle
Extensions for ons xfieldsTF.xml#
Applications. ManageDescri
ptiveFlexfields
TF
Core Attachment Entities manage Middlew n up tions INF/oracle/app nd.applcore.a on
attachment are Core s/fnd/applcore/ ttachments.w Attachm
entities for Extensio Setup attachments/p ebservice.Att ent
Oracle ns for ublicUi/flow/M achmentWS Entity
Middleware Applicati anageAttachm
Extensions for ons entEntities.xml
Applications. #ManageAttac
hmentEntities
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Required
Product
Module
Family
Object
Level
ADF Task
Core Attachment Categories manage Middlew n up tions INF/oracle/app nd.applcore.a on
attachment are Core s/fnd/applcore/ ttachments.w Attachm
categories for Extensio Setup attachments/p ebservice.Att ent
Oracle ns for ublicUi/flow/M achmentWS Categor
Middleware Applicati anageAttachm y
Extensions for ons entCategories.
Applications. xml#ManageA
ttachmentCate
gories
2 Define WebLogic Task Trading CRM N Y
Communication Services List Commu
Configuration nity
Model
3 Deploy WebLogic Task Configure Trading CRM Y Y

Communication Services attributes Commu
required to nity
deploy Third Model
Party Call
Control.
3 Integrate WebLogic Task Integrate the Trading CRM Y Y
Communication Services with communication Commu
Telephony Network s service by nity
setting up Model
security and
gateways to
route third party
call control
requests.
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Product
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Family
Object
Level
ADF Task
3 Register URL for the Task Specify the Trading CRM Y Y Setup Setup /WEB-
telephony gateway or soft address of the Commu INF/Deployed
switch for SIP domain session nity ApplicationCre
initiation Model ateEditFlow.x
protocol ml#DeployedA
telephony pplicationCrea
gateway or soft teEditFlow
switch serving
the users within
that domain.
3 Enable Click to Dial Task Enable Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
automated Commu up tions nd.applcore.p on
dialing by nity Core rofiles.webse Profile
clicking a phone Model Setup rvice.Profile Value
number. WS
1 Define Common Financials Task Create and Financia Financia Y N
Configuration List maintain tax ls ls
setup according Commo
to local and n
international tax Module
requirements
and to apply tax
data to the
transaction line.
2 Provision Roles to Task Provision Financia Financia N Y admin Oracle faces/pages/S
Supplier Management users with job Commo Manag
such as Module
Application
Page 87 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
2 Provision Roles to Task Provision Financia Financia N Y admin Oracle faces/pages/S
Implementation Users for Item implementation ls ls Identity elf.jspx
Management users with job Commo Manag
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Transaction Taxes Task Configure tax Tax Financia Y Y
List setup according ls
to local and
international tax
requirements.
Page 88 of 479
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Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Define Tax Geographies Task Configure tax Tax Financia N Y
List geographies to ls
define
geographical
regions that
share the same
tax
requirement.
4 Manage Tax Task Create and Tax Financia N Y crmCo CRM /WEB- Trading
Geographies maintain the ls mmon Comm INF/oracle/app Commu
TCA geography on s/cdm/foundati nity
information for on/geographie Geograp
each s/publicUi/geo hy
geographical Admin/flow/Ge
region where oAdminManag
you have tax eCountriesTF.
requirements. xml#GeoAdmi
nManageCoun
triesTF
4 Manage Tax Zone Task Create and Tax Financia N Y crmCo CRM /WEB- oracle.apps.c Trading
Types maintain tax ls mmon Comm INF/oracle/app dm.foundatio Commu
zone types to on s/cdm/foundati n.geographie nity
reference a on/geographie s.geography Geograp
specific part of s/publicUi/zon Service.Geog hy Zone
a master es/flow/Zones raphyService
reference SearchZoneTy
geography pesTF.xml#Zo
hierarchy. nesSearchZon
eTypesTF
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Product
Module
Family
Object
Level
ADF Task
3 Define Tax Regimes Task Configure tax Tax Financia Y Y
List regimes for the ls
taxes in each
country and
geographic
region where a
separate tax
applies.
4 Manage Tax Regimes Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Busines
maintain tax ls alCom al INF/oracle/app nancials.tax.c s Unit
regimes for the mon Comm s/financials/tax onfiguration.r Regime
taxes in each on /configuration/ egime.regime Subscrip
country and regime/ui/flow/ Service.TaxR tion,
geographic TaxRegimeSe egimeService Legal
region where a archFlow.xml# , Entity
separate tax TaxRegimeSe oracle.apps.fi Regime
applies. archFlow nancials.tax.c Subscrip
onfiguration.p tion, Tax
arty.partySer Regime,
vice.LegalEnt Tax
ityTaxProfile Regime
Service, Subscrip
oracle.apps.fi tion
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
egimeService
,
oracle.apps.fi
nancials.tax.c
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Object
Level
ADF Task
onfiguration.r
egime.regime
Service.TaxR
egimeService
4 Define Product Tax Task Configure Tax Financia Y Y

Classifications List product fiscal ls
classifications
to classify
products that
have a specific
requirement for
tax
determination
or tax reporting
purposes.
5 Define Basic Task Create and edit Product SCM N Y
Catalogs List catalogs, create Model
and edit
category
hierarchies and
assign items to
the catalog.
6 Manage Product Task Create and edit Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Value Sets value sets. Model up tions nd.applcore.fl on
Core ex.webservic Flexfield
Setup e.ValueSetW Value
S Set
Page 91 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
6 Manage Key Task Define the Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Flexfield for Catalogs catalog key Model up tions nd.applcore.fl on Key
flexfield Core ex.webservic Flexfield
segments and Setup e.KeyFlexfiel
validation for dWS
use as catalog
classification
keys. The
catalog key
flexfield must
be defined for
Oracle Product
Fusion Model to
operate
correctly.
6 Manage Catalog Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields catalog Model up tions nd.applcore.fl on
descriptive Core ex.webservic Descripti
flexfield Setup e.Descriptive ve
attributes. FlexfieldWS Flexfield
6 Manage Category Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields category Model up tions nd.applcore.fl on
6 Create Catalog Task Create item Product SCM Y Y product Produc /WEB- oracle.apps.s Item
catalog, add Model Manag t INF/oracle/app cm.productM Catalog,
attachments ement Manag s/scm/product odel.catalogs Item
and images. Comm ement Model/catalog .catalogServi Categor
on Comm s/ui/flow/Catal ce.CatalogSe y
Page 92 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
on ogCreateSetu rvice,
pFlow.xml#Ca oracle.apps.s
talogCreateSe cm.productM
tupFlow odel.catalogs
.catalogServi
ce.CatalogSe
rvice
6 Manage Catalogs Task Create, edit, Product SCM N Y product Produc /faces/Manage oracle.apps.s Item
and publish Model Manag t Catalog cm.productM Catalog,
catalogs. ement Manag odel.catalogs Item
Comm ement .catalogServi Categor
on Comm ce.CatalogSe y
on rvice,
oracle.apps.s
cm.productM
odel.catalogs
.catalogServi
ce.CatalogSe
rvice
6 Manage Default Task Edit catalog Product SCM N Y product Produc /WEB- oracle.apps.s Function
Catalogs assignments for Model Manag t INF/oracle/app cm.productM al Area
functional ement Manag s/scm/product odel.catalogs Item
areas. Comm ement Model/catalog .catalogServi Catalog
on Comm s/ui/flow/Defau ce.CatalogSe
on ltCatalogFlow. rvice
xml#DefaultCa
talogFlow
Page 93 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Product Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Product
Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
used by a tax on /configuration/ lassification.c ation,
authority to classification/u lassificationS Tax
categorize a i/flow/Product ervice.Fiscal Fiscal
product and is FCManageFlo Classification Classific
applicable in w.xml#Product Service, ation
the tax FCManageFlo oracle.apps.fi
determination w nancials.tax.c
process. onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
5 Manage Product Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Product
Category Fiscal Classification maintain tax ls alCom al INF/oracle/app nancials.tax.c Categor
Codes classifications mon Comm s/financials/tax onfiguration.c y Fiscal
defined for a on /configuration/ lassification.c Classific
noninventory- classification/u lassificationS ation,
based product i/flow/Product ervice.Fiscal Tax
category that is CategoryClass Classification Fiscal
used for tax ViewFlow.xml Service, Classific
determination #ProductCate oracle.apps.fi ation
or tax reporting goryClassVie nancials.tax.c
purposes. wFlow onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Page 94 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service
5 Manage Intended Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Intended
Use Fiscal Classification maintain tax ls alCom al INF/oracle/app nancials.tax.c Use
Codes classifications mon Comm s/financials/tax onfiguration.c Fiscal
based on the on /configuration/ lassification.c Classific
purpose for classification/u lassificationS ation,
which a product i/flow/Intended ervice.Fiscal Tax
is used and is UseFCManag Classification Fiscal
applicable in eFlow.xml#Int Service, Classific
the tax endedUseFC oracle.apps.fi ation
determination ManageFlow nancials.tax.c
process. onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Transaction Tax Task Configure Tax Financia Y Y
Classifications List transaction ls
fiscal
classifications
to classify
transaction
types that have
a specific
requirement for
tax
Page 95 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
determination.
5 Manage Transaction Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Business Category Codes maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
to identify and on /configuration/ lassification.c ation,
categorize an classification/u lassificationS Transact
external i/flow/Transact ervice.Fiscal ion
transaction into ionBusinessC Classification Busines
an Oracle ategoryFlow.x Service, s
Fusion Tax ml#Transactio oracle.apps.fi Categor
transaction and nBusinessCat nancials.tax.c y
is applicable in egoryFlow onfiguration.c
the tax lassification.c
determination lassificationS
process. ervice.Fiscal
Classification
Service
5 Manage Transaction Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
authority to classification/u lassificationS Transact
categorize a i/flow/Transact ervice.Fiscal ion
transaction for a ionFCManage Classification Fiscal
tax and is Flow.xml#Tran Service, Classific
applicable in sactionFCMan oracle.apps.fi ation
the tax ageFlow nancials.tax.c
Page 96 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
determination onfiguration.c
and tax lassification.c
reporting lassificationS
processes. ervice.Fiscal
Classification
Service
5 Manage Document Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Docume
Fiscal Classification Codes maintain tax ls alCom al INF/oracle/app nancials.tax.c nt Fiscal
categorize a i/flow/Docume ervice.Fiscal Fiscal
document ntFiscalClassif Classification Classific
associated with icationViewFlo Service, ation
a transaction for w.xml#Docum oracle.apps.fi
a tax and is entFiscalClass nancials.tax.c
applicable in ificationViewFl onfiguration.c
the tax ow lassification.c
determination lassificationS
and tax ervice.Fiscal
reporting Classification
processes. Service
5 Manage User- Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Defined Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
for any tax on /configuration/ lassification.c ation,
requirement classification/u lassificationS User-
that you cannot i/flow/UserDefi ervice.Fiscal Defined
define using the nedFCManag Classification Fiscal
existing fiscal eFlow.xml#Us Service, Classific
classification erDefinedFCM oracle.apps.fi ation
Page 97 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
types. anageFlow nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Party Task Configure party Tax Financia Y Y
Classifications List classifications ls
for the parties
and party sites
involved in
taxable
transactions to
identify specific
requirements in
tax
determination,
such as
applicability and
recovery.
5 Manage Legal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Classifications maintain ls alCom al INF/oracle/app nancials.legal Address
classifications mon Comm s/financials/tax Entity.legalEn for Legal
associated with on /configuration/ tities.partyMi Entity
a legal entity classification/u grationServic and
that represents i/flow/LegalCla e.PartyMigrat Legal
its legal status ssificationSear ionService, Reportin
within a country chFlow.xml#L oracle.apps.fi g Unit,
and which also egalClassificat nancials.tax.c Legal
guide the tax ionSearchFlo onfiguration.p Classific
Page 98 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
determination w arty.partySer ation
process. vice.LegalEnt Entity
ityTaxProfile Associati
Service, on,
lassification.c Fiscal
lassificationS Classific
ervice.Fiscal ation
Classification Associati
Service, on, Tax
oracle.apps.fi Fiscal
nancials.tax.c Classific
onfiguration.c ation
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
5 Manage Party Fiscal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Party
Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
categorize a i/flow/PartyCla ervice.Fiscal Fiscal
party and is ssificationSear Classification Classific
applicable in chFlow.xml#P Service, ation,
the tax artyClassificati oracle.apps.fi Third
determination onSearchFlow nancials.tax.c Party
process. onfiguration.c Tax
Page 99 of 479
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
lassification.c Profile
lassificationS Fiscal
ervice.Fiscal Classific
Classification ation
Service, Associati
oracle.apps.fi on
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Taxes Task Configure Tax Financia Y Y
List transaction tax ls
setup to control
tax applicability,
tax calculation,
and tax
recovery.
5 Manage Taxes Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
maintain details ls alCom al INF/oracle/app nancials.tax.c Tax
for the taxes of mon Comm s/financials/tax onfiguration.p Account,
tax regimes. on /configuration/ arty.partySer Transact
regime/ui/flow/ vice.LegalEnt ion Tax
TransTaxSear ityTaxProfile
chFlow.xml#Tr Service,
ansTaxSearch oracle.apps.fi
Flow nancials.tax.c
onfiguration.r
egime.regime
Page 100 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service.TaxS
ervice
5 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Jurisdictions maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
jurisdictions for mon Comm s/financials/tax onfiguration.p Account,
geographic on /configuration/ arty.partySer Tax
regions or tax regime/ui/flow/ vice.LegalEnt Jurisdicti
zones where a TaxJurisdictio ityTaxProfile on
specific tax nSearchFlow. Service,
authority levies xml#TaxJurisd oracle.apps.fi
a tax. ictionSearchFl nancials.tax.c
ow onfiguration.r
egime.regime
Service.TaxJ
urisdictionSer
vice
5 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax Rule
Determining Factor Sets maintain tax ls alCom al INF/oracle/app nancials.tax.c
determining mon Comm s/financials/tax onfiguration.r
factor sets to on /configuration/ ule.ruleServic
group together rule/ui/flow/Ma e.RuleServic
related tax nageDetermini e
determining ngFactorSetFl
factors to use in ow.xml#Mana
tax rules geDetermining
determination FactorSetFlow
and tax regime
determination.
Page 101 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax Rule
Condition Sets maintain tax ls alCom al INF/oracle/app nancials.tax.c
condition sets mon Comm s/financials/tax onfiguration.r
to group on /configuration/ ule.ruleServic
together the tax rule/ui/flow/Ta e.RuleServic
conditions that xConditionSet e
constitute a tax SearchFlow.x
rule. ml#TaxConditi
onSetSearchF
low
5 Define Tax Recovery Task Configure Tax Financia N Y
List required ls
information for
the full or partial
recovery of
taxes paid on
purchases.
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Recovery Types maintain tax ls alCom al INF/oracle/app nancials.com s
recovery types mon Comm s/financials/co monModules. Generic
associated with on mmonModules appsLookups Lookup
a tax recovery /appsLookups/ .appsLookup
rate. ui/flow/Manag Service.apps
eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
Page 102 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Default
Recovery Rates maintain the tax ls alCom al INF/oracle/app nancials.tax.c Tax
recovery rates mon Comm s/financials/tax onfiguration.p Account,
for full or partial on /configuration/ arty.partySer Tax
recovery of regime/ui/flow/ vice.LegalEnt Recover
taxes paid on TaxRecRateS ityTaxProfile y Rate
purchases. earchFlow.xml Service,
#TaxRecRate oracle.apps.fi
SearchFlow nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
ecoveryServi
ce
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Recovery Rate Determination maintain tax ls alCom al INF/oracle/app nancials.tax.c Recover
Rules rules to mon Comm s/financials/tax onfiguration.r ability
determine the on /configuration/ ule.ruleServic Rule,
recovery rate to rule/ui/flow/Ta e.RuleServic Tax Rule
apply to each xRuleSearchFl e,
recovery type ow.xml#TaxR oracle.apps.fi
for each uleSearchFlo nancials.tax.c
applicable tax w onfiguration.r
on the ule.ruleServic
transaction. e.RuleServic
e
5 Define Tax Statuses Task Configure the Tax Financia Y Y
List tax statuses ls
needed for
each
combination of
Page 103 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
tax regime, tax,
and
configuration
owner.
6 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Tax
Statuses maintain tax ls alCom al INF/oracle/app nancials.tax.c Status
statuses that mon Comm s/financials/tax onfiguration.r
you need for on /configuration/ egime.regime
each tax that regime/ui/flow/ Service.TaxS
you create for a TaxStatusSea tatusService
combination of rchFlow.xml#T
tax regime, tax, axStatusSearc
and hFlow
configuration
owner.
6 Define Tax Rates Task Configure tax Tax Financia Y Y
List rates and rate ls
exceptions.
7 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Rates maintain the tax ls alCom al INF/oracle/app nancials.tax.c Tax
rates needed mon Comm s/financials/tax onfiguration.p Account,
for tax statuses on /configuration/ arty.partySer Tax
and tax regime/ui/flow/ vice.LegalEnt Rate
jurisdictions. TaxRateSearc ityTaxProfile
hFlow.xml#Ta Service,
xRateSearchF oracle.apps.fi
low nancials.tax.c
Page 104 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
onfiguration.r
egime.regime
Service.TaxR
ateService
Exceptions maintain tax ls alCom al INF/oracle/app nancials.tax.c Exceptio
exceptions to mon Comm s/financials/tax onfiguration.r n
modify or on /configuration/ egime.regime
override a tax regime/ui/flow/ Service.TaxE
rate by item or TaxException xceptionServi
product fiscal SearchFlow.x ce
classification ml#TaxExcepti
association. onSearchFlow
5 Define Tax Rules Task Configure rules Tax Financia N Y
List for the ls
transaction tax
determination
process to
identify
applicable taxes
and tax
calculation
method.
6 Manage Tax Rate Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rate
rules to mon Comm s/financials/tax onfiguration.r Determi
determine the on /configuration/ ule.ruleServic nation
tax rate for rule/ui/flow/Ta e.RuleServic Rule,
each applicable xRuleSearchFl e, Tax Rule
Page 105 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
tax on the ow.xml#TaxR oracle.apps.fi
transaction. uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Direct Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Rate Determination Rules maintain direct ls alCom al INF/oracle/app nancials.tax.c Rate
tax rules to mon Comm s/financials/tax onfiguration.r Determi
specify the on /configuration/ ule.ruleServic nation
results of tax rule/ui/flow/Ta e.RuleServic Rule
applicability, tax xRuleSearchFl e
status, and tax ow.xml#TaxR
rate for a given uleSearchFlo
tax. w
6 Manage Account Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Ledger
Based Direct Tax Rate maintain ls alCom al INF/oracle/app nancials.tax.c Account
Determination Rules account based mon Comm s/financials/tax onfiguration.r Tax
tax rules to on /configuration/ ule.ruleServic Rate
directly rule/ui/flow/Ta e.RuleServic
determine tax xRuleAccount e
applicability, SearchFlow.x
status, and rate ml#TaxRuleAc
for taxes that countSearchFl
are otherwise ow
not applicable.
Classification Based Direct Tax maintain direct ls alCom al INF/oracle/app nancials.tax.c Rate
Rate Determination Rules rate rules to mon Comm s/financials/tax onfiguration.r Determi
determine the on /configuration/ ule.ruleServic nation
tax applicability, rule/ui/flow/Ta e.RuleServic Rule
Page 106 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
status, and rate xRuleClassifS e
for a tax when earchFlow.xml
the regime #TaxRuleClas
determination sifSearchFlow
set is Standard
Tax
Classification
Code for the
configuration
owner and
event class.
Applicability Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Applicab
rules to mon Comm s/financials/tax onfiguration.r ility
taxes that apply rule/ui/flow/Ta e.RuleServic Tax Rule
to a given xRuleSearchFl e,
transaction. ow.xml#TaxR oracle.apps.fi
uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Place of Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Place of
Supply Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Supply
rules to mon Comm s/financials/tax onfiguration.r Tax
location where rule/ui/flow/Ta e.RuleServic Tax Rule
a transaction is xRuleSearchFl e,
considered to ow.xml#TaxR oracle.apps.fi
have taken uleSearchFlo nancials.tax.c
Page 107 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
place for tax w onfiguration.r
determination. ule.ruleServic
e.RuleServic
e
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Registrat
Registration Determination maintain tax ls alCom al INF/oracle/app nancials.tax.c ion Tax
Rules rules to mon Comm s/financials/tax onfiguration.r Rule,
determine the on /configuration/ ule.ruleServic Tax Rule
party whose tax rule/ui/flow/Ta e.RuleServic
registration xRuleSearchFl e,
status is ow.xml#TaxR oracle.apps.fi
considered for uleSearchFlo nancials.tax.c
an applicable w onfiguration.r
tax on the ule.ruleServic
transaction. e.RuleServic
e
Status Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rule,
rules to mon Comm s/financials/tax onfiguration.r Tax
determine the on /configuration/ ule.ruleServic Status
tax status of rule/ui/flow/Ta e.RuleServic Determi
each applicable xRuleSearchFl e, nation
tax on the ow.xml#TaxR oracle.apps.fi Rule
w onfiguration.r
ule.ruleServic
e.RuleServic
e
Page 108 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
6 Manage Taxable Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Basis Formulas maintain tax ls alCom al INF/oracle/app nancials.tax.c Formula,
formulas where mon Comm s/financials/tax onfiguration.r Taxable
the taxable on /configuration/ ule.ruleServic Basis
basis is other rule/ui/flow/Ta e.RuleFormul
than the line xFormulaSear aService,
amount. chFlow.xml#T oracle.apps.fi
axFormulaSea nancials.tax.c
rchFlow onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Taxable Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Basis Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rule,
rules to mon Comm s/financials/tax onfiguration.r Taxable
determine the on /configuration/ ule.ruleServic Basis
amount upon rule/ui/flow/Ta e.RuleServic Rule
which to apply xRuleSearchFl e,
to tax rate. ow.xml#TaxR oracle.apps.fi
uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
Calculation Formulas maintain tax ls alCom al INF/oracle/app nancials.tax.c Formula
formulas where mon Comm s/financials/tax onfiguration.r
the tax amount on /configuration/ ule.ruleServic
is other than the rule/ui/flow/Ta e.RuleFormul
taxable basis xFormulaSear aService
multiplied by chFlow.xml#T
Page 109 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
the tax rate. axFormulaSea
rchFlow
Calculation Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Amount
rules to mon Comm s/financials/tax onfiguration.r Calculati
calculate the on /configuration/ ule.ruleServic on Rule,
tax amount for rule/ui/flow/Ta e.RuleServic Tax Rule
each applicable xRuleSearchFl e,
tax on the ow.xml#TaxR oracle.apps.fi
w onfiguration.r
ule.ruleServic
e.RuleServic
e
3 Define First Party Tax Task Configure tax Tax Financia Y Y
Profiles List profile details ls
that control the
transaction tax
activities for
your first party
legal entities,
legal reporting
units, and
business units.
Page 110 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Business Unit Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Busines
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c s Unit
profiles that mon Comm s/financials/tax onfiguration.p Tax
contain tax on /configuration/ arty.partySer Profile
information that party/ui/flow/B vice.Business
relate to a usinessUnitTa UnitTaxProfil
business unit's xProfileSearch eService
transaction tax Flow.xml#Busi
activities. nessUnitTaxPr
ofileSearchFlo
w
4 Manage Legal Entity Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Classific
profiles that mon Comm s/financials/tax onfiguration.p ation
contain tax on /configuration/ arty.partySer Entity
information that party/ui/flow/L vice.LegalEnt Associati
relate to a legal egalEntityTax ityTaxProfile on,
entity's ProfileSearch Service, Legal
transaction tax Flow.xml#Leg oracle.apps.fi Entity
activities. alEntityTaxPro nancials.tax.c Regime
fileSearchFlow onfiguration.p Subscrip
arty.partySer tion,
vice.LegalEnt Legal
ityTaxProfile Entity
Service, Tax
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEnt
ityTaxProfile
Page 111 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service
4 Manage Configuration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Configur
Owner Tax Options maintain ls alCom al INF/oracle/app nancials.tax.c ation
configuration mon Comm s/financials/tax onfiguration.e Owner
owner tax on /configuration/ vent.eventSe Tax
options to event/ui/flow/C rvice.Applicat Option
differentiate onfigurationO ionEventClas
setup from the wnerTaxOptio sTaxOptions
predefined nsSearchFlow Service
event class .xml#Configur
setup. ationOwnerTa
xOptionsSearc
hFlow
4 Manage Legal Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Reporting Unit Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
profiles that mon Comm s/financials/tax onfiguration.p Account,
contain tax on /configuration/ arty.partySer First
information that party/ui/flow/L vice.LegalEnt Party
relate to a legal egalReporting ityTaxProfile Registrat
reporting unit's UnitTaxProfile Service, ion,
transaction tax SearchFlow.x oracle.apps.fi Legal
activities. ml#LegalRepo nancials.tax.c Reportin
rtingUnitTaxPr onfiguration.p g Unit
ofileSearchFlo arty.partySer Fiscal
w vice.LegalEst Classific
ablishmentTa ation
xProfileServic Associati
Page 112 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e, on,
lassification.c Tax
lassificationS Profile
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEst
ablishmentTa
xProfileServic
e
4 Manage Intrastat Task Manage Supply SCM Y Y fndSet Applica oracle.apps.f Applicati
Lookups Intrastat Chain up tions nd.applcore.l on
Lookups Localiza Core ookups.webs Standar
tions Setup ervice.Looku d
pWS Lookup
4 Manage Intrastat Task Configure the Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
Country Characteristics intrastat Chain alCom al INF/oracle/app cm.globalizati Country
reporting Localiza mon Comm s/scm/globaliz on.intrastat.In Charact
characteristics tions on ation/intrastat/ trastatService eristic
that apply to a ui/flow/Intrasta
particular tCountryChars
country within ContainerTask
an economic Flow.xml#Intra
zone, such as statCountryCh
Page 113 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
EU. arsContainerT
askFlow
4 Manage Intrastat Rules Task Configure rules Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
for nature of Chain alCom al INF/oracle/app cm.globalizati Rule
transaction Localiza mon Comm s/scm/globaliz on.intrastat.In
code, statistical tions on ation/intrastat/ trastatService
procedure ui/flow/Intrasta
code, fiscal tRulesContain
regime code, erTaskFlow.x
and freight ml#IntrastatRu
factor for lesContainerT
statistical value askFlow
and exclusion
criteria.
4 Manage Intrastat Task Enable the Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
Parameters intrastat Chain alCom al INF/oracle/app cm.globalizati Paramet
reporting for a Localiza mon Comm s/scm/globaliz on.intrastat.In er
particular legal tions on ation/intrastat/ trastatService
entity or legal ui/flow/Intrasta
reporting unit. tLruParamsCo
ntainerTaskFl
ow.xml#Intrast
atLruParamsC
ontainerTaskF
low
Page 114 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Italian Task Maintain Tax Financia N Y
Exemption Letters List exemption limits ls
and assign
exemption limits
and exemption
letters to
suppliers.
5 Manage Italian Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Italian
Exemption Limits maintain the ls alCom al INF/oracle/app nancials.tax.c VAT
total VAT mon Comm s/financials/tax onfiguration.p Exempti
exemption on /configuration/ arty.partySer on Limit
amounts that party/ui/flow/It vice.ItalianEx Setup
regular alianExemptio emptionLimit
exporters can nLimitFlow.xm Service
claim to its l#ItalianExemp
suppliers. tionLimitFlow
5 Manage Italian Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Italian
Exemption Letters maintain Italian ls alCom al INF/oracle/app nancials.tax.c VAT
exemption mon Comm s/financials/tax onfiguration.p Exempti
letters for each on /configuration/ arty.partySer on
supplier to party/ui/flow/It vice.ItalianEx Allocatio
indicate the alianExemptio emptionLetter n Setup
exemption nLetterFlow.x Service
amounts and ml#ItalianExe
request that mptionLetterFl
they do not ow
charge you VAT
when they send
you the
according
invoices.
Page 115 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Province for Task Specify the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Italian Exemption Letters province of the ls up tions nd.applcore.p on
Profile Option VAT office so Core rofiles.webse Profile
this information Setup rvice.Profile Value
can be printed WS
on Italian
exemption
letters.
5 Manage Exemption Task Designate tax Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Limit Tax Tag for Italian types as ls up tions nd.applcore.p on
Exemption Letters Profile exemption limit Core rofiles.webse Profile
Option groups. Setup rvice.Profile Value
WS
3 Define Third Party Tax Task Configure tax Tax Financia Y Y
Profiles List profile details ls
that control the
transaction tax
activities for
your third party
customer,
customer sites,
supplier, and
supplier sites.
4 Manage Exemption Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Reasons maintain ls alCom al INF/oracle/app nancials.com s
exemption mon Comm s/financials/co monModules. Generic
reasons to on mmonModules appsLookups Lookup
monitor the /appsLookups/ .appsLookup
customer or ui/flow/Manag Service.apps
customer site eGenericLook LookupServic
Page 116 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
usage of tax upTF.xml#Ma e
exemptions. nageGenericL
ookupTF
4 Manage Third Party Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Custome
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c r Tax
profiles that mon Comm s/financials/tax onfiguration.p Profile,
contain tax on /configuration/ arty.partySer Party
information that party/ui/flow/T vice.ThirdPar Tax
relate to a third hirdPartyTaxP tyTaxProfileS Profile,
party's rofileSearchFl ervice, Supplier
transaction tax ow.xml#Third oracle.apps.fi Tax
activities. PartyTaxProfil nancials.tax.c Profile,
eSearchFlow onfiguration.p Tax
arty.partySer Exempti
vice.ThirdPar on, Third
tyTaxProfileS Party
ervice, Tax
nancials.tax.c Fiscal
onfiguration.p Classific
arty.partySer ation
vice.ThirdPar Associati
tyTaxProfileS on, Third
ervice, Party
oracle.apps.fi Tax
nancials.tax.c Profile
onfiguration.p Registrat
arty.partySer ion
vice.TaxExe
Page 117 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
mptionServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.ThirdPar
tyTaxProfileS
ervice
4 Manage Third Party Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Custome
Site Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c r Site
profiles that mon Comm s/financials/tax onfiguration.p Tax
contain tax on /configuration/ arty.partySer Profile,
information that party/ui/flow/T vice.ThirdPar Supplier
relate to a third hirdPartySiteT tySiteTaxProf Site Tax
party site's axProfileSearc ileService, Profile,
transaction tax hFlow.xml#Thi oracle.apps.fi Tax
activities. rdPartySiteTa nancials.tax.c Exempti
xProfileSearch onfiguration.p on, Third
Flow arty.partySer Party
vice.ThirdPar Tax
tySiteTaxProf Profile
ileService, Registrat
Page 118 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
oracle.apps.fi ion
nancials.tax.c
onfiguration.p
arty.partySer
vice.TaxExe
mptionServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.ThirdPar
tyTaxProfileS
ervice
3 Define Occasional Tax Task Configure initial Tax Financia N Y
Implementation Setups List tax setup that ls
impacts tax
calculation and
reporting.
4 Manage Tax Reporting Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Types maintain tax ls alCom al INF/oracle/app nancials.tax.c Reportin
reporting types mon Comm s/financials/tax onfiguration.r g
to capture on /configuration/ eport.reportS Attribute
additional tax report/ui/flow/ ervice.Report
information on TaxReporting Service
transactions for TypeSearchFl
tax reporting. ow.xml#TaxR
eportingTypeS
earchFlow
Page 119 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Run Tax Configuration Task Run the Upload Tax Financia N Y Financi Financi /WEB-
Content Upload Program Tax ls alCom al INF/ScheduleJ
Configuration mon Comm obset-
Content request on taskflow.xml#
set to upload ScheduleJobs
U.S. sales and et-taskflow
use tax updates
from the tax
service
provider.
4 Define Tax Registration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Types maintain tax ls alCom al INF/oracle/app nancials.com s
registration mon Comm s/financials/co monModules. Generic
types to use on mmonModules appsLookups Lookup
when you set /appsLookups/ .appsLookup
up a tax ui/flow/Manag Service.apps
registration to eGenericLook LookupServic
organize your upTF.xml#Ma e
tax registrations nageGenericL
into categories. ookupTF
Statuses maintain tax ls alCom al INF/oracle/app nancials.com s
statuses to be on mmonModules appsLookups Lookup
used as /appsLookups/ .appsLookup
determining ui/flow/Manag Service.apps
factors in tax eGenericLook LookupServic
rules. upTF.xml#Ma e
nageGenericL
ookupTF
Page 120 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Reasons maintain tax ls alCom al INF/oracle/app nancials.com s
reasons which on mmonModules appsLookups Lookup
are used for tax /appsLookups/ .appsLookup
reporting ui/flow/Manag Service.apps
purposes only eGenericLook LookupServic
and indicate upTF.xml#Ma e
whether the nageGenericL
party is ookupTF
registered with
the tax
authority.
4 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Transaction Types maintain VAT ls alCom al INF/oracle/app nancials.com s
transaction mon Comm s/financials/co monModules. Generic
types to on mmonModules appsLookups Lookup
categorize /appsLookups/ .appsLookup
transactions for ui/flow/Manag Service.apps
tax reporting. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
4 Manage Country Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Country
Default Controls maintain ls alCom al INF/oracle/app nancials.tax.c Tax
information at mon Comm s/financials/tax onfiguration.c Default
the country on /configuration/ lassification.c
level to appear classification/u lassificationS
as defaults on i/flow/Country ervice.Countr
the applicable DefaultsMana yTaxDefaultC
tax and legal geFlow.xml#C ontrolsServic
Page 121 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
entity setups. ountryDefaults e
ManageFlow
4 Manage Tax Type Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Category Codes maintain tax ls alCom al INF/oracle/app nancials.com s
type category mon Comm s/financials/co monModules. Generic
codes to use to on mmonModules appsLookups Lookup
classify taxes /appsLookups/ .appsLookup
for tax reporting ui/flow/Manag Service.apps
purposes. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
4 Define Application Tax Task Configure tax Tax Financia Y Y
Options List setup based on ls
a defaulting
hierarchy for tax
classification
code
assignment to a
taxable
transaction.
5 Manage Application Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Applicati
Tax Options maintain ls alCom al INF/oracle/app nancials.tax.c on Tax
application tax mon Comm s/financials/tax onfiguration.e Option
options for on /configuration/ vent.eventSe
migrated data event/ui/flow/A rvice.Applicat
by pplicationTax ionTaxOption
Page 122 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
combinations of OptionSearch. sService
business unit xml#Applicatio
and application. nTaxOptionSe
arch
5 Manage Input Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Classification Codes maintain input ls alCom al INF/oracle/app nancials.com s
tax mon Comm s/financials/co monModules. Generic
classification on mmonModules appsLookups Lookup
codes for /appsLookups/ .appsLookup
Oracle Fusion ui/flow/Manag Service.apps
Payables and eGenericLook LookupServic
Oracle Fusion upTF.xml#Ma e
Purchasing nageGenericL
transactions for ookupTF
use in tax
determination.
5 Manage Output Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Classification Codes maintain output ls alCom al INF/oracle/app nancials.com s
tax mon Comm s/financials/co monModules. Generic
classification on mmonModules appsLookups Lookup
codes for /appsLookups/ .appsLookup
Oracle Fusion ui/flow/Manag Service.apps
Receivables eGenericLook LookupServic
transactions for upTF.xml#Ma e
use in tax nageGenericL
determination. ookupTF
Page 123 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Expenses Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Tax Classification Codes maintain tax ls alCom al INF/oracle/app nancials.com s
classification mon Comm s/financials/co monModules. Generic
codes for use in on mmonModules appsLookups Lookup
tax /appsLookups/ .appsLookup
determination ui/flow/Manag Service.apps
for transactions eGenericLook LookupServic
originating from upTF.xml#Ma e
Oracle Fusion nageGenericL
Expenses. ookupTF
4 Define Tax Override Task Configure Tax Financia Y Y
Controls List additional tax ls
setup to control
overrides and
third party
integration.
5 Manage Taxware Task Specify the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
and Vertex Profile Options setup for third ls up tions nd.applcore.p on
party tax Core rofiles.webse Profile
software Setup rvice.Profile Value
integration WS
which is used
for tax
calculation.
5 Manage Transaction Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Tax Line Override Profile can make tax ls up tions nd.applcore.p on
Option changes on the Core rofiles.webse Profile
transaction line Setup rvice.Profile Value
for the tax WS
setups that
allow this
Page 124 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
update.
5 Manage Manual Tax Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Line Entry Profile Option can enter ls up tions nd.applcore.p on
manual tax Core rofiles.webse Profile
lines on the Setup rvice.Profile Value
transaction for WS
the tax setups
that allow this
update.
5 Manage Tax Task Specify whether Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Classification Code Override the tax ls up tions nd.applcore.p on
Profile Option classification Core rofiles.webse Profile
code that Setup rvice.Profile Value
appears as the WS
default on the
transaction line
can be updated.
5 Manage Tax Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Recovery Rate Override Profile can enter or ls up tions nd.applcore.p on
Option change the Core rofiles.webse Profile
calculated tax Setup rvice.Profile Value
recovery rates WS
on the
transaction for
the tax recovery
rate setups that
Page 125 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
allow this
update.
5 Manage Tax Task Control the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Exemption Override Control display of tax ls up tions nd.applcore.p on
Profile Option handling on the Core rofiles.webse Profile
transaction line Setup rvice.Profile Value
to apply and WS
update
customer tax
exemptions to
transactions.
3 Verify Tax Configuration Task Verify the Tax Financia N Y
List transaction tax ls
configuration by
simulating
transaction data
and reviewing
tax calculation
results.
4 Manage Simulator Task Verify tax Tax Financia N Y Financi Financi /WEB- Detail
Transactions configuration for ls alCom al INF/oracle/app Tax
taxes that are mon Comm s/financials/tax Line,
enabled for on /transaction/ui/ Non-
transactions or flow/TaxSimul Recover
for simulation atorSearchFlo able Tax
by simulating w.xml#TaxSim Distributi
real-time ulatorSearchFl on,
Page 126 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
transactions. ow Recover
able Tax
Distributi
on,
Summar
y Tax
Line,
Taxable
Transact
ion
Distributi
on,
Taxable
Transact
ion
Header,
Taxable
Transact
ion Line
4 Run Tax Simulator Task Purge Tax Financia N Y Financi Financi /WEB-
Purge Program simulated ls alCom al INF/Schedule
transaction mon Comm Request-
data. This on taskflow.xml#
process ScheduleRequ
impacts only est-taskflow
the transactions
created using
Tax Simulator
and has no
impact on the
transactions or
Page 127 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
related tax data
that resides in
the subledgers.
1 Define Invoicing and Payments Task Define and Payable Financia Y Y

Configuration List maintain s ls
prerequisite
setup
components for
the payables
configuration
required for
Oracle Fusion
Procurement.
2 Define Supplier Task Define and Supplier Procure Y Y
Configuration List maintain setup Model ment
components
prior to creating
suppliers
including
lookups,
category
hierarchy,
supplier
numbering,
supplier value
sets, and
supplier
descriptive
flexfields.
Page 128 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Specify Supplier Task Specify the Supplier Procure Y Y procure Procur /WEB- Supplier
Numbering supplier number Model ment ment ement INF/oracle/app
to be used s/prc/poz/supp
when the next liers/publicUi/c
supplier record ore/flow/Suppli
is created. erNumberSetu
pFlow.xml#Su
pplierNumber
SetupFlow
3 Manage Supplier Type Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Lookup maintain the set Model ment up tions nd.applcore.l on
of values that Core ookups.webs Standar
categorize Setup ervice.Looku d
suppliers for pWS Lookup
reporting
purposes.
3 Manage Business Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Classification Lookup maintain the set Model ment up tions nd.applcore.l on
of values Core ookups.webs Standar
describing the Setup ervice.Looku d
classifications pWS Lookup
used for
tracking
supplier
diversity.
3 Manage Minority Group Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Lookup maintain the set Model ment up tions nd.applcore.l on
of minority Core ookups.webs Standar
groups that are Setup ervice.Looku d
used to pWS Lookup
subclassify
Page 129 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
minority owned
suppliers.
3 Manage Tax Organization Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Type Lookup maintain the set Model ment up tions nd.applcore.l on
of values that Core ookups.webs Standar
categorize Setup ervice.Looku d
suppliers for tax pWS Lookup
reporting
purposes.
3 Manage Supplier Task Create and Self Procure N Y procure Procur /WEB- Procure
Products and Services maintain the Service ment ment ement INF/oracle/app ment
Category Hierarchy supplier Procure s/prc/por/catal Browse
products and ment ogMgmt/public Categor
services Ui/browseCate y,
category gory/flow/Brow Procure
hierarchy. seCategoryMa ment
inAreaFlow.x Browse
ml#BrowseCat Tree
egoryMainAre
aFlow
3 Manage Supplier Value Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Sets maintain Model ment up tions nd.applcore.fl on
supplier value Core ex.webservic Flexfield
sets. Setup e.ValueSetW Value
S Set
Page 130 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Supplier Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields maintain the Model ment up tions nd.applcore.fl on
flexfields value Setup e.Descriptive ve
for the supplier. FlexfieldWS Flexfield
3 Manage Supplier Task Review and edit Supplier Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Messages Supplier Model ment up tions INF/oracle/app nd.applcore. on
messages. Core s/fnd/applcore/ messages.we Messag
Setup messages/ui/fl bservice.Mes e
ow/ManageMe sageWS
ssagesTF.xml
#ManageMess
agesTF
3 Define B2B Document Task Define Supplier Procure N Y
Messaging List configurations Model ment
for managing
B2B e-
commerce
gateway and
trading
partners.
4 Configure Oracle B2B Task Define B2B e- Supplier Procure N Y B2bcon Busine faces/login.jsp
e-Commerce Gateway Setups commerce Model ment sole ss to x
gateway setups Busine
in Oracle B2B ss
console.
Page 131 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Specify B2B Supplier Task Specify the B2B Supplier Procure N Y
Site Code on Supplier Site supplier site Model ment
code for a
supplier site.
2 Define Payables Task Define setup to Payable Financia Y Y

List implement the s ls
parts of
applications
specific to
Oracle Fusion
Payables.
3 Define Automated Invoice Task Define Payable Financia N Y
Processing Configuration Automated s ls
Invoice
Processing
Configuration.
3 Define Common Options Task Define defaults Payable Financia Y Y
for Payables and Procurement List and control s ls
options to
simplify
supplier,
requisition,
purchase order,
invoice, and
payment entry.
Page 132 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Procurement Task Define and Purchas Procure Y Y procure Procur /WEB- Procure
Agents maintain ing ment ment ement INF/oracle/app ment
procurement s/prc/po/setup/ Agent
agents access ui/procuremen
to information tAgents/flow/P
such as rocurementAg
purchasing entsMainFlow.
documents, xml#Procurem
suppliers, entAgentsMai
approved nFlow
supplier list
entries, and
business
intelligence
spend data.
4 Manage Payables Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Calendars calendars used s ls es es INF/oracle/app nancials.paya s
for key indicator s/financials/pa bles.sharedS Calenda
reports, yables/shared etup.specialC r Period,
payment terms, Setup/special alendar.speci Payable
and Calendar/ui/flo alCalendarSe s
withholding. w/SpecialCale rvice.Special Calenda
ndarFlow.xml# CalendarServ r Type
SpecialCalend ice,
arFlow oracle.apps.fi
nancials.paya
bles.sharedS
etup.specialC
alendar.speci
alCalendarSe
rvice.Special
Page 133 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
CalendarServ
ice
4 Manage Payment Task Define and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payment
Terms maintain Oracle s ls es es INF/oracle/app nancials.paya Term
Fusion s/financials/pa bles.invoices Header,
Payables yables/invoice Setup.payme Payment
payment terms sSetup/payme ntTerms.pay Term
in use by an ntTerms/ui/flo mentTermsS Line,
organization. w/PaymentTer ervice.Payme Payment
msMainFlow.x ntTermServic Term
ml#PaymentT e, Subscrip
ermsMainFlow oracle.apps.fi tion
nancials.paya
bles.invoices
Setup.payme
ntTerms.pay
mentTermsS
ervice.Payme
ntTermServic
e,
oracle.apps.fi
nancials.paya
bles.invoices
Setup.payme
ntTerms.pay
mentTermsS
ervice.Payme
ntTermServic
Page 134 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e
4 Manage Common Task Select and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options for Payables and maintain s ls es es INF/oracle/app nancials.paya s
Procurement common s/financials/pa bles.sharedS Financial
options for the yables/shared etup.financial s Option
integration Setup/financial sOptions.fina
between Oracle sOptions/ui/flo ncialsOptions
Fusion w/FinancialsO Service.Finan
Payables and ptionsMainFlo cialsOptionsS
Oracle Fusion w.xml#Financi ervice
Procurement. alsOptionsMai
nFlow
3 Define General Payables Task Define control Payable Financia Y Y
Options List options and s ls
defaults used
throughout
Oracle Fusion
Payables. Set
defaults to
simplify supplier
entry, invoice
entry, and
automatic
payment
processing.
Page 135 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Invoice Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options invoicing- s ls es es INF/oracle/app nancials.paya s
related defaults s/financials/pa bles.sharedS System
and controls yables/shared etup.payable Option
used in invoice Setup/payable sSystemOpti
processing. sSystemOptio ons.payables
ns/ui/flow/Pay SystemOptio
ablesSystemO nsService.Pa
ptionsInvoicin yablesSyste
gMainFlow.xm mOptionsSer
l#PayablesSys vice
temOptionsInv
oicingMainFlo
w
4 Manage Payment Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options payment- s ls es es INF/oracle/app nancials.paya s
used in Setup/payable sSystemOpti
payment sSystemOptio ons.payables
processing. ns/ui/flow/Pay SystemOptio
ptionsPaymen yablesSyste
tMainFlow.xml mOptionsSer
#PayablesSys vice
temOptionsPa
ymentMainFlo
w
Page 136 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Tax Reporting Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
and Withholding Tax Options withholding tax- s ls es es INF/oracle/app nancials.paya s
used in Setup/payable sSystemOpti
withholding tax sSystemOptio ons.payables
processing. ns/ui/flow/Pay SystemOptio
ptionsTaxMain yablesSyste
Flow.xml#Pay mOptionsSer
ablesSystemO vice
ptionsTaxMain
Flow
3 Define Payables Task Define setup to Payable Financia N Y
Configuration List implement the s ls
parts of
applications
specific to
Oracle Fusion
Payables.
4 Manage Payables Task Review and Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup s ls alCom al INF/oracle/app nancials.com s
invoices, such on mmonModules appsLookups Lookup
as holds and /appsLookups/ .appsLookup
pay groups. ui/flow/Manag Service.apps
upTF.xml#Ma e
nageGenericL
ookupTF
Page 137 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Payables Task Define Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and s ls up tions nd.applcore.fl on
flexfields for
invoices and
payments.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Payables Task Define profile Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Profile Options option settings s ls up tions nd.applcore.p on
control Setup rvice.Profile Value
reconciliation WS
data behavior
such as purge
frequency.
4 Manage Payables Task Define Payable Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Document Sequences document s ls up tions INF/oracle/app nd.applcore.d on
categories and Core s/fnd/applcore/ ocseq.webse Docume
assign Setup docseq/ui/flow rvice.DocSeq nt
sequences to /ManageDocS WS Sequenc
Oracle Fusion equencesTF.x e
Payables ml#ManageDo
documents. cSequencesT
F
Page 138 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Distribution Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Distributi
Sets distribution sets s ls es es INF/oracle/app nancials.paya on Set
to automatically s/financials/pa bles.invoices Header,
enter yables/invoice Setup.distribu Distributi
distributions for sSetup/distrib tionSets.distri on Set
an invoice when utionSets/ui/flo butionSetsSe Line
they are not w/managedist rvice.Distribut
matched to a ses_flow.xml# ionSetsServic
purchase order. managedistse e,
s_flow oracle.apps.fi
nancials.paya
bles.invoices
Setup.distribu
tionSets.distri
butionSetsSe
rvice.Distribut
ionSetsServic
e
4 Manage Invoice Task Define the Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Invoice
Tolerances matching s ls es es INF/oracle/app nancials.paya Toleranc
tolerances to s/financials/pa bles.invoices e Set
allow for yables/invoice Setup.invoice
variances sSetup/invoice ToleranceSet
between ToleranceSets s.invoiceTole
invoice, /ui/flow/Invoice ranceSetsSer
purchase order, ToleranceSets vice.InvoiceT
and receipt MainFlow.xml oleranceSets
information. #InvoiceTolera Service
Define both nceSetsMainF
percentage- low
based and
Page 139 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
amount-based
tolerances.
4 Manage Invoice Holds Task Define holds to Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Approval
and Releases manually hold s ls es es INF/oracle/app nancials.paya Code
or release s/financials/pa bles.invoices
invoices. Define yables/invoice Setup.invoice
release names sSetup/invoice Holds.invoice
used to remove Holds/ui/flow/I HoldsService
the holds that nvoiceHoldsM .InvoiceHolds
are applied on ainFlow.xml#I Service
the invoices. nvoiceHoldsM
ainFlow
4 Manage Aging Periods Task Define time Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Aging
periods used by s ls es es INF/oracle/app nancials.paya Period
the invoice s/financials/pa bles.invoices Header,
aging report. yables/invoice Setup.agingP Aging
sSetup/agingP eriods.agingP Period
eriods/ui/flow/ eriodService. Line
AgingPeriods AgingPeriodS
MainFlow.xml ervice,
#AgingPeriods oracle.apps.fi
MainFlow nancials.paya
bles.invoices
Setup.agingP
eriods.agingP
eriodService.
AgingPeriodS
ervice
Page 140 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Define Payables Tax and Task Define setup to Payable Financia N Y
Withholding List implement s ls
withholding.
4 Manage Tax Regions Task Define tax Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi 1099
regions if you s ls es es INF/oracle/app nancials.paya Tax
are using 1099 s/financials/pa bles.invoices Region
Electronic yables/invoice Setup.income
Media sSetup/incom Taxes.incom
Combined eTaxes/ui/flow eTaxesServic
Filing Program /ManageInco e.IncomeTax
reporting in the meTaxesFlow. esService
United States. xml#ManageIn
comeTaxesFlo
w
4 Manage Reporting Task Define reporting Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Entities entities for U.S. s ls es es INF/oracle/app nancials.paya s
1099 tax s/financials/pa bles.invoices Reportin
reporting. yables/invoice Setup.reporti g Entity
sSetup/reporti ngEntities.rep Header,
ngEntities/ui/fl ortingEntityS Payable
ow/ReportingE ervice.Report s
ntitiesMainFlo ingEntityServi Reportin
w.xml#Reporti ce, g Entity
ngEntitiesMain oracle.apps.fi Line
Flow nancials.paya
bles.invoices
Setup.reporti
ngEntities.rep
ortingEntityS
Page 141 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ervice.Report
ingEntityServi
ce
4 Manage Tax Codes Task Define the tax Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
names or tax s ls es es INF/oracle/app nancials.paya s
codes for s/financials/pa bles.sharedS Withhold
withholding yables/shared etup.withholdi ing Tax
taxes to specify Setup/withhold ngTaxes.with Code,
rates, effective ingTaxes/ui/flo holdingTaxes Payable
dates, and tax w/WithTaxCod Service.With s
amount limits esMainFlow.x holdingTaxes Withhold
for the tax ml#WithTaxCo Service, ing Tax
authority. desMainFlow oracle.apps.fi Rate
nancials.paya
bles.sharedS
etup.withholdi
ngTaxes.with
holdingTaxes
Service.With
holdingTaxes
Service
4 Manage Withholding Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Groups withholding tax s ls es es INF/oracle/app nancials.paya s
groups that s/financials/pa bles.sharedS Withhold
include multiple yables/shared etup.withholdi ing
withholding tax Setup/withhold ngTaxes.with Group
type tax codes. ingTaxes/ui/flo holdingTaxes Tax
w/WithTaxGro Service.With Code,
upMainFlow.x holdingTaxes Payable
Page 142 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#WithTaxGr Service, s
oupMainFlow oracle.apps.fi Withhold
nancials.paya ing Tax
bles.sharedS Group
etup.withholdi
ngTaxes.with
holdingTaxes
Service.With
holdingTaxes
Service
4 Manage Withholding Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Certificates withholding tax s ls es es INF/oracle/app nancials.paya s
code rate s/financials/pa bles.sharedS Withhold
exceptions for a yables/shared etup.withholdi ing Tax
supplier site. Setup/withhold ngTaxes.with Rate
Create a ingTaxes/ui/flo holdingTaxes
certificate by w/WithTaxCert Service.With
specifying a ificatesAndExc holdingTaxes
rate exception eptionsMainFl Service
for all invoices ow.xml#WithT
of a supplier axCertificates
site or a single AndException
invoice. sMainFlow
3 Define Payment Options Task Define Payable Financia N Y
List payment- s ls
related defaults
and controls
used in
payment
processing.
Page 143 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Interest Rates Task Define interest Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
rates used to s ls es es INF/oracle/app nancials.paya s
calculate and s/financials/pa bles.payment Interest
pay interest on yables/payme sSetup.intere Rate
overdue ntsSetup/inter stRates.inter
invoices. estRates/ui/flo estRatesServ
w/InterestRate ice.InterestR
sFlowHome.x atesService
ml#InterestRat
esFlowHome
2 Define Disbursements Task Configure the Paymen Financia Y Y
List ability to ts ls
disburse funds,
such as setting
up payment
methods with
validations and
payment
process
profiles.
3 Manage Disbursement Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup ts ls alCom al INF/oracle/app nancials.com s
disbursement on mmonModules appsLookups Lookup
lookups. /appsLookups/ .appsLookup
ui/flow/Manag Service.apps
upTF.xml#Ma e
nageGenericL
ookupTF
Page 144 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Disbursement Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Flexfields validation and ts ls up tions nd.applcore.fl on
flexfields for
disbursement
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage Payment Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Disburse
Methods disbursement ts ls es es INF/oracle/app nancials.pay ment
payment s/financials/pa ments.funds Payment
methods and yments/funds Disbursemen Method
the validations Disbursement tSetup.paym
that are Setup/paymen entMethods.f
assigned to tMethods/ui/flo undsDisburse
them. w/MainAreaFl mentPaymen
ow.xml#MainA tMethodServi
reaFlow ce.FundsDisb
ursementPay
mentMethod
Service
Page 145 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Payment Method Task Define rules Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Defaulting Rules that determine ts ls es es INF/oracle/app nancials.pay Method
which payment s/financials/pa ments.funds Defaultin
method will yments/funds Disbursemen g Rule
default onto an Disbursement tSetup.paym
invoice or other Setup/paymen entMethods.d
document tMethods/ui/flo efaultingPay
payable. w/ManageDef mentRuleSer
aultingRulesFl vice.Defaultin
ow.xml#Mana gPaymentRul
geDefaultingR eService
ulesFlow
3 Manage Payment Codes Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
delivery ts ls es es INF/oracle/app nancials.pay Code
channel codes, s/financials/pa ments.funds
bank instruction yments/funds Disbursemen
codes, and Disbursement tSetup.paym
payment reason Setup/paymen entCodes.pa
codes. Payment tCodes/ui/flow/ ymentCodeS
codes map to PaymentCode ervice.Payme
values used by MainAreaFlow ntCodeServic
your financial .xml#Payment e
institution. CodeMainAre
aFlow
3 Manage Payment Process Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Profiles process ts ls es es INF/oracle/app nancials.pay Creation
profiles, which s/financials/pa ments.funds Rule,
are setup yments/funds Disbursemen Payment
entities that Disbursement tSetup.paym Instructi
determine the Setup/paymen entProcessPr on
payment tProcessProfil ofiles.payme Creation
Page 146 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
process that will es/ui/flow/Mai ntProcessPro Rule,
be followed for nAreaFlow.xm fileService.Pa Payment
each document l#MainAreaFlo ymentProces Process
payable. w sProfileServic Profile
e,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entProcessPr
ofiles.payme
ntProcessPro
fileService.Pa
ymentProces
sProfileServic
e,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entProcessPr
ofiles.payme
ntProcessPro
fileService.Pa
ymentProces
sProfileServic
e
Page 147 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Disbursement Task Manage options Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Internal
System Options at the ts ls es es INF/oracle/app nancials.pay Payer
enterprise and s/financials/pa ments.funds
business unit yments/funds Disbursemen
level that affect Disbursement tSetup.payer
the Setup/payers/ s.fundsDisbur
disbursement ui/flow/FDSyst sementPayer
process. emOptionFlow Service.Fund
.xml#FDSyste sDisburseme
mOptionFlow ntPayerServi
ce
3 Grant Payment Function Task Define payment Paymen Financia N Y
Access function access, ts ls
which controls
the user's ability
to view or
process
documents
payable based
on payment
purpose.
2 Configure Payment System Task Configure Paymen Financia Y Y
Connectivity List options that are ts ls
shared by
disbursement
and funds
capture, such
as formats,
transmission
details, and
payment
Page 148 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
systems.
3 Manage Payment System Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Connectivity Lookups maintain lookup ts ls alCom al INF/oracle/app nancials.com s
external on mmonModules appsLookups Lookup
connectivity. /appsLookups/ .appsLookup
upTF.xml#Ma e
nageGenericL
ookupTF
3 Manage Payment System Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Connectivity Flexfields validation and ts ls up tions nd.applcore.fl on
flexfields for
external
connectivity
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 149 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage BI Publisher Task Create new or Paymen Financia N Y
Templates modify seeded ts ls
payment
templates in BI
Publisher.
Payment
templates are
required by
Oracle Fusion
Payments to
correctly format
funds capture
and funds
disbursement
transactions.
3 Manage Code Map Task Define aliases Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Groups that will be used ts ls es es INF/oracle/app nancials.pay Format
instead of s/financials/pa ments.shared Code
internal codes yments/shared Setup.format Map
in files that are Setup/formats/ s.codeMapGr Group
sent to a third ui/flow/CodeM oupService.C
party. apGroupMain odeMapGrou
AreaFlow.xml pService
#CodeMapGro
upMainAreaFl
ow
3 Manage Formats Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
formats, ts ls es es INF/oracle/app nancials.pay Process
associate them s/financials/pa ments.shared Format
with BI yments/shared Setup.format
Publisher Setup/formats/ s.formatServi
Page 150 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
templates, and ui/flow/Format ce.FormatSer
assign MainAreaFlow vice
validations. .xml#FormatM
ainAreaFlow
3 Manage Transmission Task Add parameter Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Configurations values to ts ls es es INF/oracle/app nancials.pay System
transmission s/financials/pa ments.shared Transmi
protocols. yments/shared Setup.transm ssion
Setup/transmi issions.trans Configur
ssions/ui/flow/ missionServi ation
Transmission ce.Transmiss
MainAreaFlow ionService
.xml#Transmis
sionMainArea
Flow
3 Manage Payment Task Define external Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Systems organizations, ts ls es es INF/oracle/app nancials.pay System
such as banks s/financials/pa ments.shared
or payment yments/shared Setup.payme
processors that Setup/paymen ntSystems.pa
process funds tSystems/ui/flo ymentSystem
capture and w/PaymentSy Service.Pay
disbursement stemMainTF.x mentSystem
transactions. ml#PaymentS Service
ystemMainTF
Page 151 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Integrate External Task Integrate with Paymen Financia N Y
Payment Systems third party ts ls
payment
systems for
both funds
capture and
disbursement
transaction
processing.
3 View Validations Task View details of Paymen Financia N Y Payabl Payabl /WEB- Payment
payment ts ls es es INF/oracle/app Validatio
validation rules s/financials/pa n Rule
and the entities yments/shared
to which they Setup/validatio
are assigned. nSets/ui/flow/
ValidationSetV
iewFlow.xml#
ValidationSetV
iewFlow
2 Define Payments Security Task Set encryption Paymen Financia Y Y
List and masking ts ls
options for
payment data.
3 Manage System Security Task Set encryption Paymen Financia N Y Payabl Payabl /WEB- Payment
Options and decryption ts ls es es INF/oracle/app Security
keys for s/financials/pa Configur
payment files yments/shared ation
and payment Setup/security
instruments. Options/ui/flow
Page 152 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Set masking /systemSecurit
display options yOptionMainA
for credit cards reaFlow.xml#s
and bank ystemSecurity
accounts. OptionMainAr
eaFlow
2 Define Subledger Task Task List for Payable Financia Y Y
Accounting for Invoicing and List configuring s ls
Payments Sub-Ledger
Accounting
Rules for
Invoicing and
Payments.
3 Define Subledger Task Configure Subledg Financia Y Y
Accounting Rules List subledger er ls
accounting and Accounti
set up ng
subledger
accounting
rules.
4 Define Subledger Task Configure the Subledg Financia N Y
Application and Sources List subledger er ls
transaction Accounti
model used to ng
apply the
accounting
rules and
generate
entries.
Page 153 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Subledger Task Register and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Application maintain the er ls INF/oracle/app nancials.subl ng Event
subledger Accounti s/financials/su edgerAccoun Class,
application and ng bledgerAccou ting.accounti Accounti
its nting/accounti ngMethodSet ng Event
corresponding ngMethodSetu up.eventsMo Class
event model p/eventModels delsService. Option,
such as event /ui/flow/SlaEve model.Events Accounti
classes and ntModelFlow.x ModelService ng Event
event types. ml#SlaEventM , Type,
odelFlow oracle.apps.fi Subledg
nancials.subl er
edgerAccoun Applicati
ting.accounti on
ngMethodSet Setup,
up.sourcesSe Subledg
rvice.model.S er
ourcesServic Process
e, Categor
oracle.apps.fi y Setup,
nancials.subl Transact
edgerAccoun ion
ting.accounti Entity
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 154 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
5 Update Subledger Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Application Options process to be er ls INF/Schedule
run when there Accounti Request-
is a new ng taskflow.xml#
subledger ScheduleRequ
application est-taskflow
Page 155 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
5 Manage Subledger Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Application Transaction maintain the er ls INF/oracle/app nancials.subl er
Objects transaction Accounti s/financials/su edgerAccoun Applicati
object and ng bledgerAccou ting.accounti on
reference object nting/accounti ngMethodSet Setup,
definitions and ngMethodSetu up.eventsMo Subledg
the source p/eventModels delsService. er
assignments. /ui/flow/SlaSo model.Events Referen
urceSystemFl ModelService ce
ow.xml#SlaSo , Object
urceSystemFl oracle.apps.fi Setup,
ow nancials.subl Subledg
edgerAccoun er
ting.accounti Source
ngMethodSet Assignm
up.sourcesSe ent,
rvice.model.S Subledg
ourcesServic er
e, Transact
oracle.apps.fi ion
nancials.subl Object
edgerAccoun Setup
Page 156 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
5 Create and Assign Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Sources process to er ls INF/Schedule
generate Accounti Request-
sources and ng taskflow.xml#
source ScheduleRequ
assignments est-taskflow
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 157 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Sources Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
maintain er ls INF/oracle/app nancials.subl er
sources which Accounti s/financials/su edgerAccoun Accounti
provide ng bledgerAccou ting.accounti ng
transaction nting/accounti ngMethodSet Source,
attribute values ngMethodSetu up.sourcesSe Subledg
into the journal p/sources/ui/fl rvice.model.S er
entry ow/SourcesM ourcesServic Standar
generation anageFlow.xm e, d Source
mechanism. l#SourcesMan oracle.apps.fi
Sources are ageFlow nancials.subl
used in the edgerAccoun
definition of the ting.accounti
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
5 Manage Accounting Task Maintain the Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Attributes attributes of a er ls INF/oracle/app nancials.subl er
journal entry by Accounti s/financials/su edgerAccoun Accounti
mapping the ng bledgerAccou ting.accounti ng
sources which nting/accounti ngMethodSet Attribute
will provide the ngMethodSetu up.eventsMo
values during p/eventModels delsService.
entry /ui/flow/AcctAtt model.Events
generation. ributesFlow.x ModelService
ml#AcctAttribu
tesFlow
Page 158 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Subledger Task Define Subledg Financia N Y
Accounting Methods List subledger er ls
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
5 Manage Accounting Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Methods maintain er ls INF/oracle/app nancials.subl er
method used to Accounti s/financials/su edgerAccoun Accounti
record the ng bledgerAccou ting.accounti ng
financial impact nting/accounti ngMethodSet Method,
of subledger ngMethodSetu up.accountin Subledg
transactions, p/accountingM gMethodsSer er
such as accrual ethods/ui/flow/ vice.model.A Accounti
basis, cash AcctgMethodF ccountingMet ng Setup
basis, or low.xml#Acctg hodsService, Error
combined basis MethodFlow oracle.apps.fi
accounting. nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
Page 159 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
Journal Entry Rule Sets maintain the er ls INF/oracle/app nancials.subl er
rules that will Accounti s/financials/su edgerAccoun Journal
generate a ng bledgerAccou ting.accounti Entry
complete nting/accounti ngMethodSet Rule Set
subledger ngMethodSetu up.journalRul
journal entry. p/journalRuleS eSetsService
ets/ui/flow/Jou .model.Journ
rnalEntryRule alEntryRuleS
SetFlow.xml#J etsService
ournalEntryRu
leSetFlow
5 Manage Journal Line Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Rules maintain the er ls INF/oracle/app nancials.subl er
rule used to Accounti s/financials/su edgerAccoun Journal
convert ng bledgerAccou ting.accounti Line
transaction data nting/accounti ngMethodSet Rule,
into a journal ngMethodSetu up.journalLin Subledg
entry line. p/journalLineR eRulesServic er
ules/ui/flow/Jo e.model.Jour Journal
urnalLineRule. nalLineRules Line
xml#JournalLi Service, Rule
neRule oracle.apps.fi Conditio
nancials.subl n
edgerAccoun
ting.accounti
Page 160 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
5 Manage Account Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
rules that are Accounti s/financials/su edgerAccoun Account
used to ng bledgerAccou ting.accounti Rule,
determine the nting/accounti ngMethodSet Subledg
accounts for ngMethodSetu up.accountR er
subledger p/accountRule ulesService. Account
journal entries. s/ui/flow/accou model.Accou Rule
ntRuleFlow.x ntRulesServi Conditio
ml#accountRu ce, n,
leFlow oracle.apps.fi Subledg
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ulesService. er Rule
model.Accou Conditio
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
Page 161 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
onditionServi
ce
5 Manage Description Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
rule that creates Accounti s/financials/su edgerAccoun Descripti
a description for ng bledgerAccou ting.accounti on Rule,
a subledger nting/accounti ngMethodSet Subledg
journal entry or ngMethodSetu up.descriptio er
any of its lines. p/descriptionR nRulesServic Descripti
ules/ui/flow/De e.model.Desc on Rule
scriptionRuleF riptionRulesS Conditio
low.xml#Descr ervice, n,
iptionRuleFlow oracle.apps.fi Subledg
nancials.subl er
edgerAccoun Descripti
ting.accounti on Rule
ngMethodSet Detail
up.descriptio
nRulesServic
Page 162 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice
5 Manage Supporting Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Supporti
References maintain the er ls INF/oracle/app nancials.subl ng
object that Accounti s/financials/su edgerAccoun Referen
stores ng bledgerAccou ting.accounti ce
additional nting/accounti ngMethodSet Detail,
transaction ngMethodSetu up.supporting Supporti
information p/supportingR ReferencesS ng
about a eferences/ui/fl ervice.model. Referen
subledger ow/Supporting SupportingRe ce
journal entry ReferencesFlo ferencesServi Header
either at the w.xml#Suppor ce,
header or line tingReference oracle.apps.fi
level. sFlow nancials.subl
Supporting edgerAccoun
references can ting.accounti
also be used to ngMethodSet
establish a up.supporting
subledger ReferencesS
Page 163 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
balance for ervice.model.
each value of a SupportingRe
transaction ferencesServi
attribute and ce
account.
5 Manage Mapping Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Sets maintain the er ls INF/oracle/app nancials.subl er
rule that Accounti s/financials/su edgerAccoun Mapping
determines the ng bledgerAccou ting.accounti Set,
segment or nting/accounti ngMethodSet Subledg
entire account ngMethodSetu up.mappingS er
value based on p/mappingSet etsService.m Mapping
certain s/ui/flow/Mapp odel.Mapping Set
transaction ingSetFlow.xm SetsService, Value
attribute values. l#MappingSet oracle.apps.fi
Mapping sets Flow nancials.subl
are used in edgerAccoun
account rules. ting.accounti
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
5 Activate Subledger Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Journal Entry Rule Set process to er ls INF/Schedule
Assignments validate the Accounti Request-
configuration ng taskflow.xml#
and activate the ScheduleRequ
usage of the est-taskflow
accounting
method after
Page 164 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
making any
updates on the
journal entry
rule set
components or
their
assignments on
the Accounting
Method page.
4 Import Supporting Task Submit a Subledg Financia N Y Ledger Ledger /WEB-
Reference Initial Balances process once in er ls INF/Schedule
setup Accounti Request-
configuration to ng taskflow.xml#
Initialize the ScheduleRequ
supporting est-taskflow
reference
balances.
4 Manage Subledger Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Accounting Options maintain er ls INF/oracle/app nancials.subl ng
options at the Accounti s/financials/su edgerAccoun Program
subledger ng bledgerAccou ting.sharedS Run
application level nting/sharedS etup.accounti Option,
to define how etup/accountin ngOptionsSer Ledger
journal entries gOptions/ui/flo vice.model.A Level
are generated w/Accounting ccountingOpti General
for transactions. OptionFlow.x onsService, Option,
ml#Accounting oracle.apps.fi Subledg
OptionFlow nancials.subl er
edgerAccoun Ledger
ting.accounti Attribute
ngMethodSet
Page 165 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
Class Usages maintain the list er ls INF/oracle/app nancials.subl er
of accounting Accounti s/financials/su edgerAccoun Accounti
classes that are ng bledgerAccou ting.sharedS ng Class
used to nting/sharedS etup.accounti Usage
determine etup/accountin ngClassUsag
which journal gClassUsages esService.mo
entry lines to /ui/flow/Acctg del.Accountin
retrieve during ClassUsageFl gClassUsage
a particular ow.xml#Acctg sService
process. The ClassUsageFl
process can be ow
a report or any
other post-
accounting
program.
Page 166 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Subledger Task Review and Subledg Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Accounting Lookups maintain lookup er ls alCom al INF/oracle/app nancials.com s
values for Accounti mon Comm s/financials/co monModules. Generic
Oracle Fusion ng on mmonModules appsLookups Lookup
Subledger /appsLookups/ .appsLookup
Accounting, ui/flow/Manag Service.apps
such as eGenericLook LookupServic
accounting upTF.xml#Ma e
class values nageGenericL
and journal ookupTF
entry types.
4 Manage Subledger Task Define profile Subledg Financia N Y fndSet Applica oracle.apps.f Applicati
Accounting Profile Options option settings er ls up tions nd.applcore.p on
and values to Accounti Core rofiles.webse Profile
control Oracle ng Setup rvice.Profile Value
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
Page 167 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Subledger Task Define Subledg Financia N Y fndSet Applica oracle.apps.f Applicati
Accounting Descriptive validation and er ls up tions nd.applcore.fl on
Flexfields display Accounti Core ex.webservic Descripti
properties of ng Setup e.Descriptive ve
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
2 Define Cash Management Task Configure Cash Financia Y Y
and Banking Configuration List components for Manage ls
cash ment
management
and banking
such as banks,
branches,
accounts, and
bank statement
reconciliation.
Page 168 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Define Common Cash Task Configure the Cash Financia N Y
and Treasury Management List profile options, Manage ls
Configuration lookups, ment
descriptive
flexfields and
other common
components for
Oracle Fusion
Cash
Management.
4 Manage Cash Task Define Cash Financia N Y fndSet Applica oracle.apps.f Applicati
Management Descriptive validation and Manage ls up tions nd.applcore.fl on
Flexfields display ment Core ex.webservic Descripti
flexfields for
cash
management.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Cash Task Define profile Cash Financia N Y fndSet Applica oracle.apps.f Applicati
Management Profile Options option settings Manage ls up tions nd.applcore.p on
and values to ment Core rofiles.webse Profile
control behavior Setup rvice.Profile Value
such as bank WS
account number
masking.
Page 169 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Cash Task Review and Cash Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Management Lookups maintain lookup Manage ls alCom al INF/oracle/app nancials.com s
values for cash ment mon Comm s/financials/co monModules. Generic
management on mmonModules appsLookups Lookup
such as bank /appsLookups/ .appsLookup
balance codes ui/flow/Manag Service.apps
and transaction eGenericLook LookupServic
types. upTF.xml#Ma e
nageGenericL
ookupTF
3 Define Bank Statement Task Configure setup Cash Financia N Y
Processing and Reconciliation List for bank Manage ls
statement ment
processing and
reconciling
bank
statements.
4 Manage Bank Task Maintain codes Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Statement Transaction Codes used to identify Manage ls es es INF/oracle/app nancials.cash Transact
the type of ment s/financials/ca Management. ion Code
transaction the shManageme bankStmtSet
bank statement nt/bankStmtSe up.transactio
line represents. tup/ui/flow/Tra nCodeServic
nsactionCode e.BankTrans
sFlow.xml#Tra actionCodes
nsactionCode Service
sFlow
Page 170 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Parse Rule Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Sets rule sets to Manage ls es es INF/oracle/app nancials.cash Stateme
parse data from ment s/financials/ca Management. nt
one field to shManageme bankStmtSet Parsing
another during nt/bankStmtSe up.parsingRu Rule
bank statement tup/ui/flow/Par leService.Par
import. singRulesFlow singRulesSer
.xml#ParsingR vice
ulesFlow
4 Manage Bank Task Manage rules Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Statement Transaction for the creation Manage ls es es INF/oracle/app nancials.cash Stateme
Creation Rules and accounting ment s/financials/ca Management. nt
of transactions shManageme cashTrxSetu Transact
from bank nt/cashTrxSet p.cashTrxSet ion
statement lines. up/ui/flow/Cas upService.Ba Creation
hTransactionS nkStmtTrxCr Rule
etupFlow.xml# eationRuleSe
CashTransacti rvice
onSetupFlow
4 Manage Cash Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Cash
Transaction Type Mapping mappings Manage ls es es INF/oracle/app nancials.cash Transact
between ment s/financials/ca Management. ion Type
payment shManageme bankStmtSet
methods and nt/bankStmtSe up.transactio
transaction tup/ui/flow/Tra nTypeMappin
types. nsactionType gService.Tra
MappingFlow. nsactionType
xml#Transacti MappingServi
onTypeMappi ce
ngFlow
Page 171 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Bank Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Statement Reconciliation tolerance rules Manage ls es es INF/oracle/app nancials.cash Stateme
Tolerance Rules such as date ment s/financials/ca Management. nt
and amount, shManageme reconciliation Reconcil
used to nt/reconciliatio Setup.reconT iation
reconcile bank nSetup/ui/flow/ oleranceRule Toleranc
statements. ToleranceRule Service.Bank e
MainAreaFlow StatementRe
.xml#Toleranc conTolerance
eRuleMainAre RuleService
aFlow
Statement Reconciliation matching rules Manage ls es es INF/oracle/app nancials.cash Stateme
Matching Rules used to ment s/financials/ca Management. nt
reconcile bank shManageme reconciliation Automati
statement lines nt/reconciliatio Setup.recon c
with application nSetup/ui/flow/ MatchingRule Reconcil
transactions. ReconMatchin Service.Bank iation
gRuleMainAre StatementRe Matchin
aFlow.xml#Re conMatching g Rule
conMatchingR RuleService
uleMainAreaFl
ow
Statement Reconciliation Rule bank statement Manage ls es es INF/oracle/app nancials.cash Stateme
Sets reconciliation ment s/financials/ca Management. nt
rule sets used shManageme reconciliation Automati
in automatic nt/reconciliatio Setup.reconR c
reconciliation. nSetup/ui/flow/ uleSetServic Reconcil
ReconSetupM e.BankState iation
ainAreaFlow.x mentReconR Matchin
Page 172 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#ReconSetu uleSetServic g Rule
pMainAreaFlo e Set
w
3 Set Up Banks, Branches, Task Create and edit Cash Financia Y Y

and Accounts List banks, Manage ls
branches, and ment
accounts used
throughout the
applications.
4 Manage Banks Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
banks. Manage ls es es INF/oracle/app nancials.cash Address,
ment s/financials/ca Management. Bank
shManageme bankRelation Contact,
nt/bankRelatio ships.bankSe Bank
nships/ui/flow/ rvice.BankSe Contact
ManageBank rvice, Address,
MainAreaFlow oracle.apps.fi Bank
.xml#Manage nancials.cash General
BankMainArea Management. Informati
Flow bankRelation on
ships.bankSe
rvice.BankSe
rvice,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankSe
Page 173 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rvice,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankSe
rvice
4 Manage Bank Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Branches bank branches. Manage ls es es INF/oracle/app nancials.cash Branch,
shManageme bankRelation Branch
nt/bankRelatio ships.bankSe Address,
nships/ui/flow/ rvice.BankBr Bank
ManageBranc anchService, Branch
hMainAreaFlo oracle.apps.fi Contact,
w.xml#Manag nancials.cash Bank
eBranchMainA Management. Branch
reaFlow bankRelation Contact
ships.bankSe Address,
rvice.BankBr Bank
anchService, Branch
oracle.apps.fi General
nancials.cash Informati
Management. on
bankRelation
ships.bankSe
rvice.BankBr
anchService,
oracle.apps.fi
nancials.cash
Page 174 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Management.
bankRelation
ships.bankSe
rvice.BankBr
anchService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankBr
anchService
4 Manage Bank Accounts Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
bank accounts. Manage ls es es INF/oracle/app nancials.cash Account,
shManageme bankRelation Account
nt/bankRelatio ships.account Address,
nships/ui/flow/ Service.Acco Bank
BankAccount untService, Account
MainAreaFlow oracle.apps.fi Contact,
.xml#BankAcc nancials.cash Bank
ountMainArea Management. Account
Flow bankRelation Contact
ships.account Address,
Service.Acco Bank
untService, Account
oracle.apps.fi Payment
nancials.cash Docume
Management. nt, Bank
bankRelation Account
ships.account Transact
Page 175 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service.Acco ion
untService, Creation
oracle.apps.fi Rule,
nancials.cash Bank
Management. Account
bankRelation Use,
ships.account Bank
Service.Acco General
untService, Ledger
oracle.apps.fi Account
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
Page 176 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService
3 Define Subledger Task Configure Subledg Financia N Y
set up ng
subledger
accounting
rules.
model used to ng
apply the
accounting
rules and
generate
entries.
Page 177 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.subl er
ting.accounti on
ngMethodSet Setup,
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
Page 178 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 179 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun er
ngMethodSet Assignm
up.sourcesSe ent,
ourcesServic er
e, Transact
oracle.apps.fi ion
edgerAccoun Setup
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 180 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
source ScheduleRequ
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 181 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
ml#AcctAttribu
tesFlow
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
Page 182 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounting
entries.
edgerAccoun
ting.accounti
ngMethodSet
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
Page 183 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ournalEntryRu
leSetFlow
nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
Page 184 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
Page 185 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
vice.model.C
onditionServi
ce
nancials.subl er
ngMethodSet Detail
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 186 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nRulesServic
e.model.Desc
riptionRulesS
ervice
attribute and ce
account.
Page 187 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
accounting
method after
making any
updates on the
journal entry
rule set
components or
Page 188 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
their
assignments on
the Accounting
Method page.

reference
balances.
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
Page 189 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
process can be ow
a report or any
other post-
accounting
program.
Page 190 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and journal ookupTF
entry types.
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
Page 191 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
1 Define Expenses Configuration Task Maintain Expens Financia Y Y
List corporate es ls
expense
policies and
rules, expense
types, and
expense report
approval rules.
Configure
corporate card
issuers,
programs, and
cards.
2 Define Expense Policies and Task Maintain Expens Financia Y Y
Rules List corporate es ls
expense
policies and
rules. Maintain
expense types
and expense
report approval
rules. Maintain
the terms and
conditions to be
Page 192 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accepted before
expense report
submission.
3 Manage Conversion Task Define Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Expense
Rates and Policies conversion rate es ls es es INF/oracle/app nancials.expe Conversi
types and s/financials/ex nses.policy.s on Rate
currency penses/policy/ hared.expens Policy,
policies. Specify exchangeRate eExchangeR Expense
warning and /ui/flow/Manag ateOptionSer Conversi
error eExchangeRat vice.Expense on Rate
tolerances, e.xml#Manage ExchangeRat Toleranc
expressed as ExchangeRate eOptionServi e Policy
percentages, ce,
which are used oracle.apps.fi
to define nancials.expe
expense item nses.policy.s
policy limits for hared.expens
each currency. eExchangeR
ateOptionSer
vice.Expense
ExchangeRat
eOptionServi
ce
3 Manage Tax Fields Task Define tax- Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
related es ls es es INF/oracle/app nancials.expe Setup
merchant fields s/financials/ex nses.setup.s Option,
by business unit penses/policy/ hared.expens Expense
for specific taxfields/ui/flo eSetupOption Tax
countries and w/FinExmPolic Service.Expe Field
Page 193 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
for all other yTaxFieldsMa nseSetupOpti Rule
locations. The ster.xml#FinE onService,
tax fields in the xmPolicyTaxFi oracle.apps.fi
expense report eldsMaster nancials.expe
are visible or nses.policy.s
invisible to the hared.expens
user based on eVatFieldSer
selected vice.Expense
options. VatFieldServi
ce
3 Manage Expense Fields Task Define expense Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
by Category fields by es ls es es INF/oracle/app nancials.expe Categor
expense s/financials/ex nses.policy.s y Field
category for penses/policy/ hared.expens Rule
each business categfields/ui/f eCategoryFie
unit. The fields low/FinExmPo ldService.Exp
in the expense licyCategField enseCategor
report are sMain.xml#Fin yFieldService
visible or ExmPolicyCat
invisible based egFieldsMain
on selected
options.
3 Manage Descriptive Task Define Expens Financia N Y fndSet Applica oracle.apps.f Applicati
Flexfields for Expense Reports validation and es ls up tions nd.applcore.fl on
flexfields for
expense
reports.
Descriptive
Page 194 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields are
used to add
custom
attributes to
entities.
3 Link Corporate Expense Task Provide a link to Expens Financia N Y
Policies corporate es ls
expense
policies from
Expenses.
3 Manage Terms and Task Define terms Expens Financia N Y
Conditions of Expense and conditions es ls
Reimbursement under which
employees
receive or do
not receive
reimbursement
for business-
related and
personal
expenses.
3 Manage Cumulative Task Define the Expens Financia N Y Payabl Payabl /WEB- Cumulati
Mileage Determinants elements that es ls es es INF/oracle/app ve
determine the s/financials/ex Mileage
cumulative penses/policy/ Determi
mileage for mileage/ui/flo nant
employees in a w/FinExmPolic
business unit yMileageCum
and a legal ul.xml#FinExm
entity. PolicyMileage
Page 195 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Cumul
3 Manage Policies by Task Define expense Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Entertain
Expense Category reimbursement es ls es es INF/oracle/app nancials.expe ment
policies by s/financials/ex nses.policy.s Policy,
expense penses/policy/ hared.expens Mileage
category. common/ui/flo eEntertainme Policy,
Expense w/FinExmPolic ntService.Ex Miscella
category-based yCommonMai penseEnterta neous
policies define n.xml#FinExm inmentServic Policy
reimbursable PolicyCommo e,
amount limits, nMain oracle.apps.fi
eligibility nancials.expe
criteria, and nses.policy.s
policy hared.expens
enforcement eMileageServ
behavior. ice.Expense
Policies based MileageServi
on the expense ce,
categories of oracle.apps.fi
mileage and per nancials.expe
diem define nses.policy.s
reimbursable hared.expens
rates, rate eMiscService
calculation .ExpenseMis
methods, and cService
eligibility
criteria.
Page 196 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Expense Report Task Define an Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Expense
Templates expense es ls es es INF/oracle/app nancials.expe Busines
template by s/financials/ex nses.setup.s s Unit
defining penses/setup/t hared.expens Setting,
expense types emplates/ui/flo eOrgSettingS Expense
and associating w/FinExmSetu ervice.Expen Templat
the granular pTemplates.x seOrgSetting e,
expense types ml#FinExmSet Service, Expense
with corporate upTemplates oracle.apps.fi Type,
card expense nancials.expe Expense
types that are nses.setup.s Type
seeded with the hared.expens Itemizati
application or eTemplateSe on,
added as rvice.Expens Project
lookups. eTemplateSe Expendit
Expense rvice, ure Type
templates oracle.apps.fi Mapping
contain defined nancials.expe
expense types nses.setup.s
that are hared.expens
available to the eTemplateSe
user for rvice.Expens
expense entry eTemplateSe
on expense rvice,
reports. oracle.apps.fi
nancials.expe
nses.setup.s
hared.expens
eTemplateSe
rvice.Expens
eTemplateSe
Page 197 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rvice,
oracle.apps.fi
nancials.expe
nses.setup.s
hared.expens
eTemplateSe
rvice.Expens
eTemplateSe
rvice
3 Manage Expenses Task Define setup Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Expense
System Options options for es ls es es INF/oracle/app nancials.expe Busines
managing s/financials/ex nses.setup.s s Unit
expense entry penses/setup/ hared.expens Setting,
and processing options/ui/flow eOrgSettingS Expense
for all business /FinExmSetup ervice.Expen Setup
units. OptionsMain.x seOrgSetting Option
ml#FinExmSet Service,
upOptionsMai oracle.apps.fi
n nancials.expe
nses.setup.s
hared.expens
eSetupOption
Service.Expe
nseSetupOpti
onService
3 Manage Expense Task Define expense Expens Financia Y Y Financi Financi /worklistapp/fa
Approval Rules report approval es ls alsInte als- ces/administra
rules based on gration SOA tion.jspx?
the deploying
company's
approval
Page 198 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
policies.
3 Manage Expense Report Task Define expense Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
Audit Selection Rules report audit es ls es es INF/oracle/app nancials.expe Audit
selection rules s/financials/ex nses.audit.sh Rule
and automatic penses/audit/s ared.expense
auditor etup/ui/flow/M ReportAuditR
assignment anageRuleSet uleService.Ex
rules. TF.xml#Mana penseReport
geRuleSetTF AuditRuleSer
vice
3 Manage Expense Audit Task Define rules for Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
List Rules including es ls es es INF/oracle/app nancials.expe Audit
employees in s/financials/ex nses.audit.sh List Rule
expense audit penses/audit/s ared.expense
list. etup/ui/flow/M AuditListRule
anageAuditLis Service.Expe
tTF.xml#Mana nseAuditList
geAuditListTF RuleService
3 Manage Expense Report Task Define expense Expens Financia N Y Payabl Payabl /WEB- Expense
Audit Rules by Expense report audit es ls es es INF/oracle/app Type
Templates and Types rules based on s/financials/ex Audit
expense penses/audit/s Rule
templates and etup/ui/flow/M
expense types. anageExpTyp
eRuleTF.xml#
ManageExpTy
Page 199 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
peRuleTF
3 Manage Expense Report Task Define receipt Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
Receipt and Notification Rules requirement es ls es es INF/oracle/app nancials.expe Hold
rules and rules s/financials/ex nses.audit.sh Rule,
for notifying penses/audit/s ared.expense Expense
employees etup/ui/flow/M ReceiptMana Notificati
when receipt anageRcptNot gementRuleS on Rule,
requirements ifRuleTF.xml# ervice.Expen Expense
are not met. ManageRcptN seReceiptMa Receipt
otifRuleTF nagementRul Manage
eService ment
Rule
3 Manage Expense Report Task Maintain Expens Financia N Y Financi Financi /WEB-
Auditing Lookup Types seeded es ls alCom al INF/oracle/app
expense report mon Comm s/financials/co
auditing lookup on mmonModules
types. Create /appsLookups/
and maintain ui/flow/Manag
new lookup eGenericLook
codes for upTF.xml#Ma
seeded lookup nageGenericL
types, such as ookupTF
audit reasons,
audit issues,
and audit action
reasons.
Page 200 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Expense Report Task Activate audit Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
Audit and Receipt Rule rules, receipt es ls es es INF/oracle/app nancials.expe Receipt
Assignments rules, s/financials/ex nses.audit.sh Manage
notification penses/audit/s ared.expense ment
rules, and etup/ui/flow/M ReceiptMana Rule
expense anageRuleAss gementRuleS
template and ignmentTF.xm ervice.Expen
type rules by l#ManageRule seReceiptMa
assigning them AssignmentTF nagementRul
to business eService
units.
3 Manage Expense Audit Task Maintain Expens Financia N Y Payabl Payabl /WEB- Expense
List Membership expense report es ls es es INF/oracle/app Audit
audit list s/financials/ex List
membership. penses/audit/
Add employees managerWork
to the list and Area/ui/flow/M
specify the anageAuditLis
reason for tMembersFlow
inclusion, .xml#Manage
remove AuditListMem
employees from bersFlow
the list, and
extend their
duration of the
audit period.
3 Manage Cash Advance Task Define cash Expens Financia N Y Payabl Payabl /WEB- Cash
Policies advance es ls es es INF/oracle/app Advance
policies and s/financials/ex Setup
application penses/setup/ and
behavior for all options/ui/flow Policy
Page 201 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
business units. /FinExmSetup
Define business OptionsCashA
unit-specific dv.xml#FinEx
exceptions. mSetupOption
sCashAdv
2 Define Credit Card Data Task Define Expens Financia Y Y
List corporate card es ls
issuers,
programs, and
cards. Define
corporate card
usage policies.
Manage
corporate card
transactions to
expedite
payments to
corporate card
issuers.
3 Manage Employee Task Add a new Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Matching Rules matching rule es ls alCom al INF/oracle/app nancials.com s
as a lookup if mon Comm s/financials/co monModules. Generic
automatic card on mmonModules appsLookups Lookup
creation is /appsLookups/ .appsLookup
enabled. This ui/flow/Manag Service.apps
enables the eGenericLook LookupServic
application to upTF.xml#Ma e
uniquely match nageGenericL
a new card to ookupTF
an employee in
the application.
Page 202 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Extend Employee Task Optionally Expens Financia N Y Employe
Matching Rules define a es ls e Credit
custom- Card
matching rule Matchin
for automatic g Rule
card creation by
extending the
lookup
EXM_EMP_MA
TCHING_RULE
to include the
new matching
rule and the
associated
PL/SQL
package.
3 Manage Corporate Card Task Review the Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Expense Types corporate card es ls alCom al INF/oracle/app nancials.com s
expense types mon Comm s/financials/co monModules. Generic
defined in the on mmonModules appsLookups Lookup
CARD_EXPEN /appsLookups/ .appsLookup
SE_TYPE ui/flow/Manag Service.apps
lookup and add eGenericLook LookupServic
new corporate upTF.xml#Ma e
card expense nageGenericL
types as ookupTF
lookups.
Corporate card
expense types
are used when
a corporate
Page 203 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
card transaction
file is uploaded.
They map to
the expense
types defined in
the expense
template.
3 Manage Merchant Task Define Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Category Codes merchant es ls alCom al INF/oracle/app nancials.com s
category codes mon Comm s/financials/co monModules. Generic
from the on mmonModules appsLookups Lookup
transaction file /appsLookups/ .appsLookup
as lookups for ui/flow/Manag Service.apps
use in the eGenericLook LookupServic
corporate card upTF.xml#Ma e
expense type nageGenericL
mapping rule. A ookupTF
standard lookup
type is provided
with no lookup
codes. Add
merchant
category codes
as lookup
codes to the
existing lookup
type or add a
new lookup
type and add
merchant
category codes.
Page 204 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Standard Task Define standard Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Industrial Classification Codes industrial es ls alCom al INF/oracle/app nancials.com s
classification mon Comm s/financials/co monModules. Generic
codes from the on mmonModules appsLookups Lookup
transaction file /appsLookups/ .appsLookup
as lookups for ui/flow/Manag Service.apps
use in the eGenericLook LookupServic
corporate card upTF.xml#Ma e
expense type nageGenericL
mapping rule. A ookupTF
standard lookup
type is provided
with no lookup
codes. Add
standard
industrial
classification
codes as
lookup codes to
the existing
lookup type or
add a new
lookup type and
add standard
industrial
classification
codes.
Page 205 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Corporate Card Task Define product Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Issuer Product Codes codes from the es ls alCom al INF/oracle/app nancials.com s
transaction file mon Comm s/financials/co monModules. Generic
as lookups for on mmonModules appsLookups Lookup
use in the /appsLookups/ .appsLookup
corporate card ui/flow/Manag Service.apps
expense type eGenericLook LookupServic
mapping rule upTF.xml#Ma e
for detail nageGenericL
transactions. A ookupTF
standard lookup
type,
EXM_MC_PRO
DUCT_CODE,
is provided with
lookup codes
for MasterCard.
Add card issuer
product codes
as lookup
codes to the
existing lookup
type or add a
new lookup
type and add
new card issuer
product codes.
Page 206 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage MIS Industry Task Define MIS Expens Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Codes industry codes es ls alCom al INF/oracle/app nancials.com s
from the mon Comm s/financials/co monModules. Generic
transaction file on mmonModules appsLookups Lookup
as lookups for /appsLookups/ .appsLookup
use in the ui/flow/Manag Service.apps
corporate card eGenericLook LookupServic
expense type upTF.xml#Ma e
mapping rule. A nageGenericL
standard lookup ookupTF
type is provided
with no lookup
codes. Add MIS
industry codes
as lookup
codes to the
existing lookup
type or add a
new lookup
type and add
MIS industry
codes.
3 Manage Corporate Card Task Define a Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Expense Type Mapping Rules corporate card es ls es es INF/oracle/app nancials.expe e Card
expense type s/financials/ex nses.creditCa Expense
mapping rule by penses/credit rd.shared.car Type
associating the Card/setup/ui/f dExpenseMa Mapping
corporate card low/CardExpe pService.Car Rule
provider's nseTypeMappi dExpenseMa
transaction ngFlow.xml#C pService
codes with ardExpenseTy
Page 207 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
corporate card peMappingFlo
expense types. w
The mapping
rule enables the
user to default a
card expense
type for the
transaction
during the
corporate card
transaction file
upload and
validation
process, which
results in
automatically
populating an
expense type
for the
transaction in
the expense
report.
3 Manage Corporate Card Task Define Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Issuers corporate card es ls es es INF/oracle/app nancials.expe e Card
issuers, which s/financials/ex nses.creditCa Issuer
are the names penses/credit rd.shared.cor
of the banks Card/setup/ui/f porateCardPr
that issue low/ManageC ogramServic
corporate credit ardIssuer.xml# e.CorporateC
cards. ManageCardIs ardProgramS
suer ervice
Page 208 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Corporate Card Task Define the Expens Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Programs details of the es ls es es INF/oracle/app nancials.expe e Card
relationship s/financials/ex nses.creditCa Compan
between the penses/credit rd.shared.cor y
deploying Card/setup/ui/f porateCardPr Account,
company and low/ManageC ogramServic Corporat
the card ardProgram_ e.CorporateC e Card
provider. MainAreaFlow ardProgramS Program
Details include .xml#Manage ervice, ,
reporting and CardProgram_ oracle.apps.fi Corporat
billing MainAreaFlow nancials.expe e Card
hierarchies that nses.creditCa Transact
the deploying rd.shared.cor ion
company has porateCardPr Downloa
set up with the ogramServic d
card provider, e.CorporateC Paramet
as well as ardProgramS er,
validations ervice, Corporat
needed for oracle.apps.fi e Card
transaction file nancials.expe Transact
upload into the nses.creditCa ion
application from rd.shared.cor Upload
the card porateCardPr Rule
provider. ogramServic
e.CorporateC
ardProgramS
ervice,
oracle.apps.fi
nancials.expe
nses.creditCa
rd.shared.cor
Page 209 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
porateCardPr
ogramServic
e.CorporateC
ardProgramS
ervice
3 Manage Corporate Cards Task Define a Expens Financia N Y Payabl Payabl /WEB- Corporat
corporate card es ls es es INF/oracle/app e Credit
that is assigned s/financials/ex Card
to an employee. penses/credit
Specify the card Card/setup/ui/f
number and low/ManageC
other details orporateCards
that will appear _MainAreaFlo
on the physical w.xml#Manag
corporate card. eCorporateCa
rds_MainArea
Flow
3 Manage Corporate Card Task For each Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Corporat
Usage Policies business unit, es ls es es INF/oracle/app nancials.expe e Card
specify a s/financials/ex nses.policy.s Usage
maximum penses/policy/ hared.expens Limit
amount that submissionLi eSubmission Rule
employees can mits/ui/flow/Su LimitService.
pay with cash, bmissionLimit ExpenseSub
per expense Flow.xml#Sub missionLimit
category. missionLimitFl Service
Above this ow
amount,
employees
must use their
corporate cards
Page 210 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
as payment.
Define warning
and error
tolerance
percentages,
and whether to
display a
warning to the
user if
tolerances are
exceeded.
3 Manage Corporate Card Task Specify the Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
Transaction Submission corporate card es ls es es INF/oracle/app nancials.expe Busines
Policies transaction age s/financials/ex nses.setup.s s Unit
limit in days. penses/setup/ hared.expens Setting
options/ui/flow eOrgSettingS
/FinExmSetup ervice.Expen
OptionsMain.x seOrgSetting
ml#FinExmSet Service
upOptionsMai
n
3 Manage Corporate Card Task Associate Expens Financia N Y Payabl Payabl /WEB- oracle.apps.fi Expense
Expense Types Mapping expense types es ls es es INF/oracle/app nancials.expe Type
with corporate s/financials/ex nses.setup.s Mapping
card expense penses/setup/t hared.expens Rule
types that are emplates/ui/flo eTemplateSe
predefined with w/FinExmSetu rvice.Expens
the application pTemplates.x eTemplateSe
or added as ml#FinExmSet rvice
lookups. upTemplates
Page 211 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Image Processing Task Expens Financia N Y
List es ls
3 Configure Document Task Configure the Expens Financia N Y

Capture Parameters network es ls
location where
the image
capture system
must poll for
incoming
expense receipt
images.
1 Define Fixed Assets Task Define and Assets Financia Y Y
Configuration List maintain fixed ls
assets
configurations,
which are
required to
manage fixed
assets.
2 Manage Fixed Assets Task Create and Assets Financia Y Y fndSet Applica oracle.apps.f Applicati
Flexfield Value Sets update the ls up tions nd.applcore.fl on
definitions of Core ex.webservic Flexfield
the values used Setup e.ValueSetW Value
in each of the S Set
segments in the
flexfields.
Page 212 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Fixed Assets Key Task Define the Assets Financia Y Y fndSet Applica oracle.apps.f Applicati
Flexfields category, ls up tions nd.applcore.fl on Key
location and Core ex.webservic Flexfield
asset key Setup e.KeyFlexfiel
flexfield dWS
structures,
which are used
to classify fixed
assets for
depreciation
and financial
reporting
purposes, track
the exact
location of the
fixed assets
and record
information.
2 Manage System Controls Task Define system Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
options to ls es es INF/oracle/app nancials.asse Asset
configure s/financials/as ts.sharedSet System
assets. sets/sharedSe up.systemCo Control
tup/systemCo ntrols.system
ntrols/ui/flow/S ControlsServi
ystemControl ce.SystemCo
MainFlow.xml ntrolService
#SystemContr
olMainFlow
Page 213 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Fiscal Years Task Define fiscal Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
years used for ls es es INF/oracle/app nancials.asse Asset
reporting and s/financials/as ts.sharedSet Fiscal
tax purposes. sets/sharedSe up.fiscalYear Year
tup/fiscalYears s.fiscalYears
/ui/flow/Fiscal Service.Fisca
YearMainFlow lYearService
.xml#FiscalYe
arMainFlow
2 Manage Asset Keys Task Create new Assets Financia N Y Payabl Payabl /WEB- oracle.apps.fi Fixed
asset key ls es es INF/oracle/app nancials.asse Asset
flexfield s/financials/as ts.assetsSetu Key
segment value sets/assetsSet p.assetKeys.
combinations up/assetKeys/ assetKeysSe
and review the ui/flow/AssetK rvice.AssetKe
existing eyMainFlow.x yService
combinations. ml#AssetKey
MainFlow
2 Manage Asset Locations Task Create new Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
combinations ls es es INF/oracle/app nancials.asse Asset
for location s/financials/as ts.assetsSetu Location
flexfield sets/assetsSet p.locations.lo
segment value up/locations/ui cationsServic
combinations /flow/Location e.LocationSe
and review the MainFlow.xml rvice
existing #LocationMain
combinations. Flow
Page 214 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Asset Calendars Task Define Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
accounting ls es es INF/oracle/app nancials.asse Asset
periods used for s/financials/as ts.sharedSet Calenda
reporting and sets/sharedSe up.calendars. r
tax purposes. tup/calendars/ calendarsSer
ui/flow/Calend vice.Calendar
arMainFlow.x Service
ml#CalendarM
ainFlow
2 Manage Prorate Task Create prorate Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
Conventions conventions to ls es es INF/oracle/app nancials.asse Asset
manage s/financials/as ts.depreciatio Prorate
depreciation sets/depreciati nSetup.prorat Conventi
calculation onSetup/prora eConventions on
during the first teConventions .prorateConv
and last year of /ui/flow/Prorat entionsServic
an asset's life. eConventionM e.ProrateCon
ainArea.xml#P ventionServic
rorateConventi e
onMainArea
2 Manage Depreciation Rules Task Define Assets Financia Y Y
List depreciation ls
rules to specify
how bonus
rules are
applied, and
how
depreciation
ceilings and
depreciation
methods are
Page 215 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
used.
3 Manage Depreciation Task Create Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
Methods depreciation ls es es INF/oracle/app nancials.asse Asset
methods to s/financials/as ts.depreciatio Deprecia
calculate the sets/depreciati nSetup.meth tion
depreciation for onSetup/meth ods.methods Method
assets as ods/ui/flow/Me Service.Depr
required by thodMainArea. eciationMeth
reporting xml#MethodM odService
standards and ainArea
tax regulations.
3 Manage Bonus Rules Task Create bonus Assets Financia N Y Payabl Payabl /WEB- oracle.apps.fi Fixed
rules to take ls es es INF/oracle/app nancials.asse Asset
additional s/financials/as ts.depreciatio Bonus
depreciation for sets/depreciati nSetup.bonu Rule
assets. onSetup/bonu sRules.bonus
sRules/ui/flow/ RulesService
BonusRuleMai .BonusRuleS
nFlow.xml#Bo ervice
nusRuleMainF
low
3 Manage Ceilings Task Create ceilings Assets Financia N Y Payabl Payabl /WEB- oracle.apps.fi Fixed
to limit the ls es es INF/oracle/app nancials.asse Asset
annual s/financials/as ts.depreciatio Ceiling,
depreciation sets/depreciati nSetup.ceilin Fixed
expense and onSetup/ceilin gs.ceilingsSe Asset
Page 216 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
the recoverable gs/ui/flow/Ceili rvice.CeilingS Cost
cost used to ngMainFlow.x ervice, Ceiling,
calculate ml#CeilingMai oracle.apps.fi Fixed
annual nFlow nancials.asse Asset
depreciation ts.depreciatio Expense
expense. nSetup.ceilin Ceiling
gs.ceilingsSe
rvice.CeilingS
ervice,
oracle.apps.fi
nancials.asse
ts.depreciatio
nSetup.ceilin
gs.ceilingsSe
rvice.CeilingS
ervice
2 Manage Asset Books Task Create asset Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
books. Each ls es es INF/oracle/app nancials.asse Asset
book can have s/financials/as ts.sharedSet Alternate
its own set of sets/sharedSe up.bookContr Book,
accounting tup/bookContr ols.bookCont Fixed
rules and ols/ui/flow/Boo rolsService.B Asset
accounts to kControlMainA ookControlSe Book,
organize and rea.xml#Book rvice, Fixed
implement fixed ControlMainAr oracle.apps.fi Asset
assets reporting ea nancials.asse Corporat
and tax ts.sharedSet e Book
accounting up.bookContr
policies. ols.bookCont
rolsService.B
ookControlSe
Page 217 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rvice,
oracle.apps.fi
nancials.asse
ts.sharedSet
up.bookContr
ols.bookCont
rolsService.B
ookControlSe
rvice
2 Verify Data Role Generation Task Generate data Assets Financia Y Y apm Authori faces/AuthPoli
for Asset Books roles or verify ls zation cyMgr.jspx
the data roles if Policy
already Manag
generated. er
2 Provision Roles to Task Provision Assets Financia Y Y admin Oracle faces/pages/S
Implementation Users for Asset implementation ls Identity elf.jspx
Books users with job Manag
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
Page 218 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Set Assignments for Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Set Determinant Type reference data Middlew n up tions INF/oracle/app nd.applcore.s on
set are Core s/fnd/applcore/ etid.webservi Referen
nageSetIdAssi
gnmentsTF
2 Manage Cash Generating Task Define cash Assets Financia N Y Payabl Payabl /WEB- oracle.apps.fi Fixed
Units generating units ls es es INF/oracle/app nancials.asse Asset
to be used to s/financials/as ts.assetsSetu Cash
calculate sets/assetsSet p.cashGenUn Generati
impairment up/cashGenU its.cashGenU ng Unit
loss. nits/ui/flow/Ca nitsService.C
shGenUnitFlo ashGenUnitS
w.xml#CashG ervice
enUnitFlow
2 Manage Asset Distribution Task Create Assets Financia N Y Payabl Payabl /WEB- oracle.apps.fi Fixed
Sets distribution sets ls es es INF/oracle/app nancials.asse Asset
to quickly s/financials/as ts.assetsSetu Distributi
assign the sets/assetsSet p.distribution on Set
appropriate up/distribution Sets.distributi
distributions to Sets/ui/flow/Di onSetsServic
a new asset. stributionSetM e.Distribution
ainFlow.xml#D SetService
istributionSet
MainFlow
Page 219 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Fixed Assets Profile Task Define profile Assets Financia N Y fndSet Applica oracle.apps.f Applicati
Options option settings ls up tions nd.applcore.p on
control Oracle Setup rvice.Profile Value
Fusion Assets WS
behavior, such
as the amount
of database
information
retained in a
concurrent
program.
2 Manage Fixed Assets Task Review and Assets Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup ls alCom al INF/oracle/app nancials.com s
assets, such as on mmonModules appsLookups Lookup
description and /appsLookups/ .appsLookup
queue name. ui/flow/Manag Service.apps
upTF.xml#Ma e
nageGenericL
ookupTF
2 Manage Fixed Assets Task Define Assets Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and ls up tions nd.applcore.fl on
flexfields, which
are used to
capture
additional asset
Page 220 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
descriptive
information.
2 Define Subledger Task Configure Subledg Financia Y Y

set up ng
subledger
accounting
rules.
model used to ng
apply the
accounting
rules and
generate
entries.
Page 221 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.subl er
ting.accounti on
ngMethodSet Setup,
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
Page 222 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 223 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun er
ngMethodSet Assignm
up.sourcesSe ent,
ourcesServic er
e, Transact
oracle.apps.fi ion
edgerAccoun Setup
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 224 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
source ScheduleRequ
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 225 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
ml#AcctAttribu
tesFlow
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
Page 226 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounting
entries.
edgerAccoun
ting.accounti
ngMethodSet
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
Page 227 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ournalEntryRu
leSetFlow
nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
4 Manage Account Rules Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
maintain the er ls INF/oracle/app nancials.subl er
Page 228 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
Page 229 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
vice.model.C
onditionServi
ce
nancials.subl er
ngMethodSet Detail
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 230 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nRulesServic
e.model.Desc
riptionRulesS
ervice
attribute and ce
account.
Page 231 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Mapping Sets Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
accounting
method after
making any
updates on the
journal entry
rule set
components or
Page 232 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
their
assignments on
the Accounting
Method page.

reference
balances.
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
Page 233 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
3 Manage Accounting Class Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Usages maintain the list er ls INF/oracle/app nancials.subl er
process can be ow
a report or any
other post-
accounting
program.
Page 234 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and journal ookupTF
entry types.
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
Page 235 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
2 Manage Asset Categories Task Create asset Assets Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Fixed
categories to ls es es INF/oracle/app nancials.asse Asset
classify and s/financials/as ts.depreciatio Categor
group fixed sets/depreciati nSetup.categ y, Fixed
assets. Assign onSetup/categ ories.categori Asset
the categories ories/ui/flow/C esService.Ca Categor
to a book and ategoryMainFl tegoryService y Book
define default ow.xml#Categ ,
depreciation oryMainFlow oracle.apps.fi
rules and nancials.asse
accounts, which ts.depreciatio
are used for nSetup.categ
transactions ories.categori
and reporting. esService.Ca
tegoryService
1 Define Receivables Task Define the Receiva Financia Y Y
Configuration List configuration for bles ls
the Oracle
Fusion
Receivables
environment.
Page 236 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Common Accounts Task Define the Receiva Financia Y Y
Receivable Configuration List configuration bles ls
per business
unit that
provides default
settings for
commonly used
billing, cash,
and revenue
functions.
3 Manage Receivables Task Create Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Activities Receivables bles ls ables ables INF/oracle/app nancials.recei bles
activities to s/financials/re vables.share Activity
provide default ceivables/shar dSetup.receiv
accounting edSetup/ui/flo ableActivityS
information for w/Receivable ervice.Receiv
customer ActivityManag ableActivityS
payment eFlow.xml#Re ervice
activities. ceivableActivit
yManageFlow
3 Manage Approval Limits Task Create approval Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
limits that allow bles ls ables ables INF/oracle/app nancials.recei bles
users to s/financials/re vables.share Approval
approve ceivables/shar dSetup.userA Limits
adjustments, edSetup/ui/flo pprovalLimitS
credit memo w/ApprovalUs ervice.UserA
requests, credit erLimitManag pprovalLimitS
memo refunds, eFlow.xml#Ap ervice
and receipt provalUserLim
write-offs within itManageFlow
assigned
Page 237 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
currency and
amount ranges.
3 Manage Receivables Task Define profile Receiva Financia N Y fndSet Applica oracle.apps.f Applicati
Profile Options option settings bles ls up tions nd.applcore.p on
control Setup rvice.Profile Value
Receivables WS
behavior such
the receipt
application
accounting date
default.
3 Manage AutoCash Rule Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Sets AutoCash rule bles ls ables ables INF/oracle/app nancials.recei bles
sets to s/financials/re vables.receip AutoCas
determine the ceivables/rece tSetup.autoC h Rule
sequence of iptSetup/auto ashRuleSets. Detail,
rules to use to CashRuleSet/ autoCashRul Receiva
apply receipts ui/flow/AutoCa eSetService. bles
to open shRuleSetMan AutoCashRul AutoCas
receivables and ageFlow.xml# eSetService, h Rule
update AutoCashRule oracle.apps.fi Set
customer SetManageFlo nancials.recei
account w vables.receip
balances. tSetup.autoC
ashRuleSets.
autoCashRul
eSetService.
Page 238 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
AutoCashRul
eSetService
3 Manage Receivables Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Distribution Sets distribution sets bles ls ables ables INF/oracle/app nancials.recei bles
to account for s/financials/re vables.receip Distributi
income not ceivables/rece ts.distribution on Set,
related to ipts/distributio Sets.distributi Receiva
invoices. nSets/ui/flow/ onSetService bles
DistributionSet .DistributionS Distributi
ManageFlow.x etService, on Set
ml#Distributio oracle.apps.fi Line
nSetManageFl nancials.recei
ow vables.receip
ts.distribution
Sets.distributi
onSetService
.DistributionS
etService
3 Manage Receivables Task Define Receiva Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and bles ls up tions nd.applcore.fl on
flexfields for
Receivables.
Descriptive
flexfields are
used to add
Page 239 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
custom
attributes to
entities.
3 Manage Receivables Task Review and Receiva Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup bles ls alCom al INF/oracle/app nancials.com s
Receivables, on mmonModules appsLookups Lookup
such as credit /appsLookups/ .appsLookup
memo reason ui/flow/Manag Service.apps
and adjustment eGenericLook LookupServic
reason. upTF.xml#Ma e
nageGenericL
ookupTF
3 Manage Receivables Task Define and Receiva Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Document Sequences assign bles ls up tions INF/oracle/app nd.applcore.d on
document Core s/fnd/applcore/ ocseq.webse Docume
sequences to Setup docseq/ui/flow rvice.DocSeq nt
Oracle /ManageDocS WS Sequenc
Receivables equencesTF.x e
documents. ml#ManageDo
cSequencesT
F
3 Define Resource Task Define Trading CRM N Y
relationships nity
between Model
resources to
reflect the
Page 240 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
organizational
structure within
a corporation,
and its partner
relationships.
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
sourceOrgSea
rchTF
rgTF.xml#Man
agePartnerOr
gTF
Page 241 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
F.xml#Resour Member
ceOrgSearchT
F
4 Run Reporting Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Hierarchy Generation monitor the Commu mmon Comm INF/Schedule
3 Define Resource Task Create Trading CRM N Y
Information List resources for Commu
any employees nity
or partner Model
members who
are to be
associated to
leads,
opportunities,
Page 242 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and territories
and given sales
credits or
compensated
for that work.
Define resource
profiles, skills,
role
assignments,
organization
membership
and team
membership.
4 Manage Resource Note Task Manage Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Type resource note Commu up tions nd.applcore.l on
types. nity Core ookups.webs Standar
Model Setup ervice.Looku d
pWS Lookup
4 Manage Resource Note Task Manage Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Object
Type Mapping resource note Commu mmon Comm INF/oracle/app rmCommon.o Lookup
type mappings. nity on s/crmCommon bjects.objects Mapping
Model /objects/public Service.Obje
Ui/flow/objects ctService
LookupMappin
g.xml#objects
LookupMappin
g
Page 243 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Resource Note Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
flexfield setup nity Core ex.webservic Descripti
for resource Model Setup e.Descriptive ve
notes. FlexfieldWS Flexfield
4 Manage Resource Task Define lookup Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Lookups setup for Commu up tions nd.applcore.l on
resources. nity Core ookups.webs Standar
pWS Lookup
4 Manage Resource Task Define profile Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Profile Options options for Commu up tions nd.applcore.p on
resources. nity Core rofiles.webse Profile
Model Setup rvice.Profile Value
WS
4 Manage Resources Task Create and Trading CRM N Y crmCo CRM /WEB- Trading
manage Commu mmon Comm INF/oracle/app Commu
resources. nity on s/cdm/foundati nity
Model on/resources/ Resourc
ui/core/flow/R e Profile
esourceSearc
hTF.xml#Reso
urceSearchTF
3 Define Resource Role Task Review and Trading CRM N Y
Information List configure Commu
resource roles nity
which indicates Model
the resource
function and
which usually
Page 244 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
correspond to a
set of jobs.
Roles are used
to facilitate
assignment of
appropriate
resources, and
to derive
reporting
relationship
within an
organization.
4 Manage Resource Task Define resource Trading CRM Y Y crmCo CRM /WEB- oracle.apps.c Trading
Roles roles. Commu mmon Comm INF/oracle/app dm.foundatio Commu
nity on s/cdm/foundati n.resources.r nity
Model on/resources/ esourceServi Resourc
ui/roles/flow/R ce.Resource e Roles
esourceRoleS RoleSetupSe Setup
earchTF.xml# rvice
ResourceRole
SearchTF
4 Manage Resource Role Task Define lookup Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
resource roles. nity Core ookups.webs Standar
pWS Lookup
Page 245 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Resource Role Task Define Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
roles. FlexfieldWS Flexfield
2 Define Customer Billing Task Define the Receiva Financia Y Y
Configuration List configuration for bles ls
processing
transactions
and related
billing functions.
3 Manage AutoInvoice Line Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi AutoInvo
Ordering Rules AutoInvoice line bles ls ables ables INF/oracle/app nancials.recei ice Line
ordering rules s/financials/re vables.transa Ordering
to order ceivables/tran ctionSetup.au Rule
transaction sactionSetup/ toInvoices.au
lines within autoInvoices/u toInvoiceLine
imported i/flow/LineOrd OrderingRule
invoices, debit eringRuleMan Service.AutoI
memos and ageFlow.xml# nvoiceLineOr
credit memos LineOrderingR deringRuleSe
created by uleManageFlo rvice
AutoInvoice w
grouping rules.
3 Manage AutoInvoice Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi AutoInvo
Grouping Rules AutoInvoice bles ls ables ables INF/oracle/app nancials.recei ice
grouping rules s/financials/re vables.transa Groupin
to group ceivables/tran ctionSetup.au g Rule
imported sactionSetup/ toInvoices.au
revenue and autoInvoices/u toInvoiceGro
Page 246 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
credit i/flow/Groupin upingRuleSer
transactions gRuleManage vice.AutoInvo
into invoices, Flow.xml#Gro iceGroupingR
debit memos, upingRuleMan uleService
and credit ageFlow
memos.
3 Manage Balance Forward Task Create balance Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Billing Cycles forward billing bles ls ables ables INF/oracle/app nancials.recei bles
cycles to s/financials/re vables.transa Balance
determine when ceivables/tran ctionSetup.ba Forward
to generate sactionSetup/ lanceForward Billing
balance forward balanceForwa Bills.balance Cycle,
bills and which rdBills/ui/flow/ ForwardBillS Receiva
transactions to BalanceForwa ervice.Balanc bles
include in rdBillManageF eForwardBill Balance
balance forward low.xml#Balan Service, Forward
bills. ceForwardBill oracle.apps.fi Billing
ManageFlow nancials.recei Cycle
vables.transa Date
ctionSetup.ba
lanceForward
Bills.balance
ForwardBillS
ervice.Balanc
eForwardBill
Service
3 Manage Receivables Task Create payment Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Payment Terms terms to specify bles ls ables ables INF/oracle/app nancials.recei bles
the due dates, s/financials/re vables.transa Payment
discount dates ceivables/tran ctionSetup.pa Terms,
and installment sactionSetup/ ymentTerms. Receiva
Page 247 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
details for paymentTerm/ paymentTer bles
customer open ui/flow/Payme mService.Pa Payment
items. ntTermMainFl ymentTermS Terms
ow.xml#Paym ervice, Discount
entTermMainF oracle.apps.fi ,
low nancials.recei Receiva
vables.transa bles
ctionSetup.pa Payment
ymentTerms. Terms
paymentTer Payment
mService.Pa Schedul
ymentTermS e
ervice,
oracle.apps.fi
nancials.recei
vables.transa
ctionSetup.pa
ymentTerms.
paymentTer
mService.Pa
ymentTermS
ervice
3 Manage Revenue Task Create revenue Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Scheduling Rules scheduling bles ls ables ables INF/oracle/app nancials.recei bles
rules to manage s/financials/re vables.transa Period
revenue ceivables/tran ctionSetup.tr Type,
recognition on sactionSetup/t ansactionAcc Receiva
invoices. ransactionAcc ounting.trans bles
ounting/ui/flow actionAcocun Revenue
/RevenueSche tingRuleServi Scheduli
dulingManage ce.Transactio ng Rule,
Page 248 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Flow.xml#Rev nAccounting Receiva
enueScheduli RuleService, bles
ngManageFlo oracle.apps.fi Revenue
w nancials.recei Scheduli
vables.transa ng Rule
ctionSetup.tr Schedul
ansactionAcc e
ounting.trans
actionAcocun
tingRuleServi
ce.Transactio
nAccounting
RuleService,
oracle.apps.fi
nancials.recei
vables.transa
ctionSetup.tr
ansactionAcc
ounting.trans
actionAcocun
tingRuleServi
ce.Transactio
nAccounting
RuleService
3 Manage AutoAccounting Task Create Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Rules AutoAccounting bles ls ables ables INF/oracle/app nancials.recei bles
rules to s/financials/re vables.transa AutoAcc
generate ceivables/tran ctionSetup.tr ounting
default general sactionSetup/t ansactionAcc
ledger accounts ransactionAcc ounting.trans
for transactions. ounting/ui/flow actionAccoun
Page 249 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
/AutoAccounti tingDefaultsS
ngManageFlo ervice.AutoA
w.xml#AutoAc ccountingSer
countingMana vice
geFlow
3 Manage Transaction Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Types transaction bles ls ables ables INF/oracle/app nancials.recei bles
types to define s/financials/re vables.transa Transact
accounting ceivables/tran ctionSetup.tr ion
information for sactionSetup/t ansactionTyp Type,
transactions ransactionTyp es.transactio Receiva
either entered es/ui/flow/Tran nTypeService bles
manually or sactionTypeM .TransactionT Transact
imported. anageFlow.xm ypeService, ion Type
l#Transaction oracle.apps.fi Referen
TypeManageF nancials.recei ce
low vables.transa Account
ctionSetup.tr
ansactionTyp
es.transactio
nTypeService
.TransactionT
ypeService
3 Manage Transaction Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Sources transaction bles ls ables ables INF/oracle/app nancials.recei bles
sources to s/financials/re vables.transa Transact
provide default ceivables/tran ctionSetup.ba ion
information for sactionSetup/ tchSources.b Source
batch batchSources/ atchSourceS
transactions ui/flow/BatchS ervice.Batch
either entered ourceMainFlo SourceServic
Page 250 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
manually or w.xml#BatchS e
imported. ourceMainFlo
w
3 Manage Salesperson Task Create Receiva Financia N Y Receiv Receiv /WEB- Receiva
Account References reference bles ls ables ables INF/oracle/app bles
accounts for s/financials/re Salesper
individual ceivables/tran son
salespersons. sactionSetup/s Referen
alespersonAcc ce
ounts/ui/flow/ Account
ManageSales
personAccRef
MainFlow.xml
#ManageSale
spersonAccRe
fMainFlow
3 Manage Remit to Task Create remit-to Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Addresses addresses for bles ls ables ables INF/oracle/app nancials.recei bles
customers to s/financials/re vables.transa Remit-to
send payments. ceivables/tran ctionSetup.re Address,
sactionSetup/r mitTo.remitT Receiva
emitTo/ui/flow/ oService.Re bles
RemitToMana mitToService, Remit-to
geFlow.xml#R oracle.apps.fi Location
emitToManag nancials.recei
eFlow vables.transa
ctionSetup.re
mitTo.remitT
oService.Re
Page 251 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
mitToService
3 Manage Standard Memo Task Create memo Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Lines lines to assign bles ls ables ables INF/oracle/app nancials.recei bles
to transactions s/financials/re vables.transa Memo
for items that ceivables/tran ctionSetup.m Line,
are not sactionSetup/ emoLineTem Receiva
Inventory items. memoLineTe plates.memo bles
mplates/ui/flo LineTemplate Memo
w/MemoLineT Service.Mem Line
emplManageF oLineTemplat Referen
low.xml#Mem eService, ce
oLineTemplM oracle.apps.fi Account
anageFlow nancials.recei
vables.transa
ctionSetup.m
emoLineTem
plates.memo
LineTemplate
Service.Mem
oLineTemplat
eService
3 Define Receivables Notes Task Define the Receiva Financia N Y
List receivables bles ls
notes to be
attached to the
transaction.
Page 252 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Note Type Receivables bles ls up tions nd.applcore.l on
note type to Core ookups.webs Standar
extend lookup Setup ervice.Looku d
data for notes pWS Lookup
used with
transactions.
4 Manage Receivables Task Define Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.c Object
Note Type Mapping Receivables bles ls ables ables INF/oracle/app rmCommon.o Lookup
note type to s/crmCommon bjects.objects Mapping
extend lookup /objects/public Service.Obje
data for notes Ui/flow/objects ctService
used with LookupMappin
transactions. g.xml#objects
LookupMappin
g
Note Descriptive Flexfields Receivables bles ls up tions nd.applcore.fl on
note descriptive Core ex.webservic Descripti
flexfields to use Setup e.Descriptive ve
with FlexfieldWS Flexfield
transactions.
3 Define Setup Options for Task Define Golden Receiva Financia N Y
China List Tax Adaptor bles ls
related setup
options for
China
Page 253 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Golden Tax Task Define transfer Financia Financia N Y Receiv Receiv /WEB- oracle.apps.fi China
Transfer Rules for China rules to ls for ls ables ables INF/oracle/app nancials.apac Golden
determine Asia/Pa s/financials/ap Localizations. Tax
which cific acLocalization configuration. Transfer
Receivables s/configuration goldenTax.go Rule
transactions /goldenTax/ui/f ldenTaxTrans
could be low/ManageR ferRuleServic
transferred to uleFlow.xml# e.GoldenTax
Golden Tax ManageRuleFl TransferRule
Adaptor. ow Service
4 Manage Golden Tax Task Define VAT Financia Financia N Y Receiv Receiv /WEB- oracle.apps.fi China
System Options for China related options ls for ls ables ables INF/oracle/app nancials.apac Golden
and Asia/Pa s/financials/ap Localizations. Tax
miscellaneous cific acLocalization configuration. Miscella
options. s/configuration goldenTax.go neous
/goldenTax/ui/f ldenTaxSyste Option,
low/ManageSy mOptionServi China
stemOptionsFl ce.GoldenTa Value
ow.xml#Mana xSystemOpti Added
geSystemOpti onService, Tax
onsFlow oracle.apps.fi Invoice
nancials.apac Option
Localizations.
configuration.
goldenTax.go
ldenTaxSyste
mOptionServi
ce.GoldenTa
xSystemOpti
onService
Page 254 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Revenue Task Define the Receiva Financia N Y
Management Configuration List configuration for bles ls
processing
revenue
recognition and
managing
related revenue
policy and
revenue
adjustment
activities.
3 Manage Revenue Policies Task Create revenue Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
policies to make bles ls ables ables INF/oracle/app nancials.recei bles
automatic s/financials/re vables.reven Revenue
revenue ceivables/reve ueSetup.reve Continge
recognition nueSetup/reve nueContinge ncy
decisions on nueContingen ncies.revenu
transactions cies/ui/flow/Ma eContingenci
according to the nagePolicyFlo eService.Rev
regulations of w.xml#Manag enueConting
an enterprise. ePolicyFlow encieService
Contingencies contingencies bles ls ables ables INF/oracle/app nancials.recei bles
to automatically s/financials/re vables.reven Revenue
determine the ceivables/reve ueSetup.reve Continge
timing of nueSetup/reve nueContinge ncy
revenue nueContingen ncies.revenu
recognition. cies/ui/flow/Ma eContingenci
nageContFlow eService.Rev
.xml#Manage enueConting
ContFlow encieService
Page 255 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Revenue Task Create rules Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Contingency Assignment Rules with matching bles ls ables ables INF/oracle/app nancials.recei bles
criteria that s/financials/re vables.reven Revenue
automatically ceivables/reve ueSetup.reve Continge
assign nueSetup/reve nueContinge ncy
contingencies nueContingen ncies.revenu
to transactions. cies/ui/flow/Ma eContingenci
nageRulesFlo eService.Rev
w.xml#Manag enueConting
eRulesFlow encieService
2 Configure Payment System Task Configure Paymen Financia N Y
Connectivity List options that are ts ls
shared by
disbursement
and funds
capture, such
as formats,
transmission
details, and
payment
systems.
3 Manage Payment System Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Connectivity Lookups maintain lookup ts ls alCom al INF/oracle/app nancials.com s
external on mmonModules appsLookups Lookup
connectivity. /appsLookups/ .appsLookup
upTF.xml#Ma e
nageGenericL
ookupTF
Page 256 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Payment System Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Connectivity Flexfields validation and ts ls up tions nd.applcore.fl on
flexfields for
external
connectivity
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage BI Publisher Task Create new or Paymen Financia N Y
Templates modify seeded ts ls
payment
templates in BI
Publisher.
Payment
templates are
required by
Oracle Fusion
Payments to
correctly format
funds capture
and funds
disbursement
transactions.
Page 257 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Code Map Task Define aliases Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Groups that will be used ts ls es es INF/oracle/app nancials.pay Format
instead of s/financials/pa ments.shared Code
internal codes yments/shared Setup.format Map
in files that are Setup/formats/ s.codeMapGr Group
sent to a third ui/flow/CodeM oupService.C
party. apGroupMain odeMapGrou
AreaFlow.xml pService
#CodeMapGro
upMainAreaFl
ow
3 Manage Formats Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
formats, ts ls es es INF/oracle/app nancials.pay Process
associate them s/financials/pa ments.shared Format
with BI yments/shared Setup.format
Publisher Setup/formats/ s.formatServi
templates, and ui/flow/Format ce.FormatSer
assign MainAreaFlow vice
validations. .xml#FormatM
ainAreaFlow
3 Manage Transmission Task Add parameter Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Configurations values to ts ls es es INF/oracle/app nancials.pay System
transmission s/financials/pa ments.shared Transmi
protocols. yments/shared Setup.transm ssion
Setup/transmi issions.trans Configur
ssions/ui/flow/ missionServi ation
Transmission ce.Transmiss
MainAreaFlow ionService
.xml#Transmis
sionMainArea
Flow
Page 258 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Payment Task Define external Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Systems organizations, ts ls es es INF/oracle/app nancials.pay System
such as banks s/financials/pa ments.shared
or payment yments/shared Setup.payme
processors that Setup/paymen ntSystems.pa
process funds tSystems/ui/flo ymentSystem
capture and w/PaymentSy Service.Pay
disbursement stemMainTF.x mentSystem
transactions. ml#PaymentS Service
ystemMainTF
3 Integrate External Task Integrate with Paymen Financia N Y
Payment Systems third party ts ls
payment
systems for
both funds
capture and
disbursement
transaction
processing.
3 View Validations Task View details of Paymen Financia N Y Payabl Payabl /WEB- Payment
payment ts ls es es INF/oracle/app Validatio
validation rules s/financials/pa n Rule
and the entities yments/shared
to which they Setup/validatio
are assigned. nSets/ui/flow/
ValidationSetV
iewFlow.xml#
ValidationSetV
iewFlow
Page 259 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Funds Capture Task Configure the Paymen Financia N Y
List ability to ts ls
authorize and
settle credit
card payments
and bank
account
transfers by
connecting to
an outside
payment
processor or
gateway.
3 Manage Funds Capture Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup ts ls alCom al INF/oracle/app nancials.com s
values for funds mon Comm s/financials/co monModules. Generic
capture on mmonModules appsLookups Lookup
lookups. /appsLookups/ .appsLookup
upTF.xml#Ma e
nageGenericL
ookupTF
3 Manage Funds Capture Task Define profile Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Profile Options option settings ts ls up tions nd.applcore.p on
control funds Setup rvice.Profile Value
capture profiles WS
behavior.
Page 260 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Funds Capture Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Flexfields validation and ts ls up tions nd.applcore.fl on
flexfields for
funds capture
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage Funds Capture Task Define funds Paymen Financia N Y Receiv Receiv /WEB- oracle.apps.fi Funds
Payment Methods capture ts ls ables ables INF/oracle/app nancials.pay Capture
payment s/financials/pa ments.funds Payment
methods to yments/funds CaptureSetu Method
enable CaptureSetup/ p.paymentMe
customers to paymentMeth thods.fundsC
remit payments. ods/ui/flow/Fin apturePayme
Oracle Fusion PmtFCPayme ntMethodSer
Payments ntMethodMain vice.FundsCa
supports three Flow.xml#FinP pturePaymen
types of funds mtFCPayment tMethodServi
capture MethodMainFl ce
payment ow
methods for
automated
funds capture
processing:
Page 261 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
credit cards,
PINless debit
cards, and bank
account
transfers.
3 Manage Funds Capture Task Define profiles Paymen Financia N Y Receiv Receiv /WEB- oracle.apps.fi Funds
Process Profiles for funds ts ls ables ables INF/oracle/app nancials.pay Capture
capture s/financials/pa ments.funds Process
processing with yments/funds CaptureSetu Profile
rules for CaptureSetup/ p.processPro
authorization processProfile files.fundsCa
and settlement s/ui/flow/Main ptureProcess
handling. AreaFlow.xml ProfileServic
#MainAreaFlo e.FundsCapt
w ureProcessPr
ofileService
3 Manage Internal Payees Task Manage internal Paymen Financia N Y Receiv Receiv /WEB- oracle.apps.fi Funds
payees, which ts ls ables ables INF/oracle/app nancials.pay Capture
represent one s/financials/pa ments.funds Routing
or more yments/funds CaptureSetu Rule,
business units CaptureSetup/ p.payees.fun Internal
that use a payees/ui/flow dsCapturePa Payee
payment /FinPmtFCPay yeeService.F
processor or eesMainFlow. undsCapture
gateway to xml#FinPmtF PayeeServic
receive funds CPayeesMain e,
from customers Flow oracle.apps.fi
by credit card nancials.pay
payments, or by ments.funds
direct debits to CaptureSetu
customer bank p.payees.fun
Page 262 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounts. dsCapturePa
yeeService.F
undsCapture
PayeeServic
e
3 Manage Accepted Credit Task Define and Paymen Financia N Y Receiv Receiv /WEB- oracle.apps.fi Credit
Card Brands update ts ls ables ables INF/oracle/app nancials.pay Card
accepted credit s/financials/pa ments.funds Brand
card brands. yments/funds CaptureSetu
CaptureSetup/ p.creditCards
creditCards/ui/ .creditCardBr
flow/FinPmtFC andService.C
SetupCreditCa reditCardBra
rdMainFlow.x ndService
ml#FinPmtFC
SetupCreditCa
rdMainFlow
2 Define Payments Security Task Set encryption Paymen Financia N Y
List and masking ts ls
options for
payment data.
3 Manage System Security Task Set encryption Paymen Financia N Y Payabl Payabl /WEB- Payment
Options and decryption ts ls es es INF/oracle/app Security
keys for s/financials/pa Configur
payment files yments/shared ation
and payment Setup/security
instruments. Options/ui/flow
Set masking /systemSecurit
display options yOptionMainA
Page 263 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
for credit cards reaFlow.xml#s
and bank ystemSecurity
accounts. OptionMainAr
eaFlow
2 Define Cash Management Task Configure Cash Financia N Y

and Banking Configuration List components for Manage ls
cash ment
management
and banking
such as banks,
branches,
accounts, and
bank statement
reconciliation.
3 Define Common Cash Task Configure the Cash Financia N Y
and Treasury Management List profile options, Manage ls
Configuration lookups, ment
descriptive
flexfields and
other common
components for
Oracle Fusion
Cash
Management.
4 Manage Cash Task Define Cash Financia N Y fndSet Applica oracle.apps.f Applicati
Management Descriptive validation and Manage ls up tions nd.applcore.fl on
Flexfields display ment Core ex.webservic Descripti
Page 264 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields for
cash
management.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Cash Task Define profile Cash Financia N Y fndSet Applica oracle.apps.f Applicati
Management Profile Options option settings Manage ls up tions nd.applcore.p on
and values to ment Core rofiles.webse Profile
control behavior Setup rvice.Profile Value
such as bank WS
account number
masking.
4 Manage Cash Task Review and Cash Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Management Lookups maintain lookup Manage ls alCom al INF/oracle/app nancials.com s
values for cash ment mon Comm s/financials/co monModules. Generic
management on mmonModules appsLookups Lookup
such as bank /appsLookups/ .appsLookup
balance codes ui/flow/Manag Service.apps
and transaction eGenericLook LookupServic
types. upTF.xml#Ma e
nageGenericL
ookupTF
3 Define Bank Statement Task Configure setup Cash Financia N Y
Processing and Reconciliation List for bank Manage ls
statement ment
processing and
reconciling
Page 265 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
bank
statements.
4 Manage Bank Task Maintain codes Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Statement Transaction Codes used to identify Manage ls es es INF/oracle/app nancials.cash Transact
the type of ment s/financials/ca Management. ion Code
transaction the shManageme bankStmtSet
bank statement nt/bankStmtSe up.transactio
line represents. tup/ui/flow/Tra nCodeServic
nsactionCode e.BankTrans
sFlow.xml#Tra actionCodes
nsactionCode Service
sFlow
4 Manage Parse Rule Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Sets rule sets to Manage ls es es INF/oracle/app nancials.cash Stateme
parse data from ment s/financials/ca Management. nt
one field to shManageme bankStmtSet Parsing
another during nt/bankStmtSe up.parsingRu Rule
bank statement tup/ui/flow/Par leService.Par
import. singRulesFlow singRulesSer
.xml#ParsingR vice
ulesFlow
4 Manage Bank Task Manage rules Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Bank
Statement Transaction for the creation Manage ls es es INF/oracle/app nancials.cash Stateme
Creation Rules and accounting ment s/financials/ca Management. nt
of transactions shManageme cashTrxSetu Transact
from bank nt/cashTrxSet p.cashTrxSet ion
statement lines. up/ui/flow/Cas upService.Ba Creation
Page 266 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
hTransactionS nkStmtTrxCr Rule
etupFlow.xml# eationRuleSe
CashTransacti rvice
onSetupFlow
4 Manage Cash Task Create and edit Cash Financia N Y Payabl Payabl /WEB- oracle.apps.fi Cash
Transaction Type Mapping mappings Manage ls es es INF/oracle/app nancials.cash Transact
between ment s/financials/ca Management. ion Type
payment shManageme bankStmtSet
methods and nt/bankStmtSe up.transactio
transaction tup/ui/flow/Tra nTypeMappin
types. nsactionType gService.Tra
MappingFlow. nsactionType
xml#Transacti MappingServi
onTypeMappi ce
ngFlow
Statement Reconciliation tolerance rules Manage ls es es INF/oracle/app nancials.cash Stateme
Tolerance Rules such as date ment s/financials/ca Management. nt
and amount, shManageme reconciliation Reconcil
used to nt/reconciliatio Setup.reconT iation
reconcile bank nSetup/ui/flow/ oleranceRule Toleranc
statements. ToleranceRule Service.Bank e
MainAreaFlow StatementRe
.xml#Toleranc conTolerance
eRuleMainAre RuleService
aFlow
Page 267 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Statement Reconciliation matching rules Manage ls es es INF/oracle/app nancials.cash Stateme
Matching Rules used to ment s/financials/ca Management. nt
reconcile bank shManageme reconciliation Automati
statement lines nt/reconciliatio Setup.recon c
with application nSetup/ui/flow/ MatchingRule Reconcil
transactions. ReconMatchin Service.Bank iation
gRuleMainAre StatementRe Matchin
aFlow.xml#Re conMatching g Rule
conMatchingR RuleService
uleMainAreaFl
ow
Statement Reconciliation Rule bank statement Manage ls es es INF/oracle/app nancials.cash Stateme
Sets reconciliation ment s/financials/ca Management. nt
rule sets used shManageme reconciliation Automati
in automatic nt/reconciliatio Setup.reconR c
reconciliation. nSetup/ui/flow/ uleSetServic Reconcil
ReconSetupM e.BankState iation
ainAreaFlow.x mentReconR Matchin
ml#ReconSetu uleSetServic g Rule
pMainAreaFlo e Set
w
3 Set Up Banks, Branches, Task Create and edit Cash Financia Y Y
and Accounts List banks, Manage ls
branches, and ment
accounts used
throughout the
applications.
Page 268 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Banks Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
banks. Manage ls es es INF/oracle/app nancials.cash Address,
shManageme bankRelation Contact,
nt/bankRelatio ships.bankSe Bank
nships/ui/flow/ rvice.BankSe Contact
ManageBank rvice, Address,
MainAreaFlow oracle.apps.fi Bank
.xml#Manage nancials.cash General
BankMainArea Management. Informati
Flow bankRelation on
ships.bankSe
rvice.BankSe
rvice,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankSe
rvice,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankSe
rvice
Page 269 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Bank Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
Branches bank branches. Manage ls es es INF/oracle/app nancials.cash Branch,
shManageme bankRelation Branch
nt/bankRelatio ships.bankSe Address,
nships/ui/flow/ rvice.BankBr Bank
ManageBranc anchService, Branch
hMainAreaFlo oracle.apps.fi Contact,
w.xml#Manag nancials.cash Bank
eBranchMainA Management. Branch
reaFlow bankRelation Contact
ships.bankSe Address,
rvice.BankBr Bank
anchService, Branch
oracle.apps.fi General
nancials.cash Informati
Management. on
bankRelation
ships.bankSe
rvice.BankBr
anchService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.bankSe
rvice.BankBr
anchService,
oracle.apps.fi
nancials.cash
Management.
Page 270 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
bankRelation
ships.bankSe
rvice.BankBr
anchService
4 Manage Bank Accounts Task Create and edit Cash Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Bank
bank accounts. Manage ls es es INF/oracle/app nancials.cash Account,
shManageme bankRelation Account
nt/bankRelatio ships.account Address,
nships/ui/flow/ Service.Acco Bank
BankAccount untService, Account
MainAreaFlow oracle.apps.fi Contact,
.xml#BankAcc nancials.cash Bank
ountMainArea Management. Account
Flow bankRelation Contact
ships.account Address,
Service.Acco Bank
untService, Account
oracle.apps.fi Payment
nancials.cash Docume
Management. nt, Bank
bankRelation Account
ships.account Transact
Service.Acco ion
untService, Creation
oracle.apps.fi Rule,
nancials.cash Bank
Management. Account
bankRelation Use,
ships.account Bank
Page 271 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service.Acco General
untService, Ledger
oracle.apps.fi Account
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService,
oracle.apps.fi
nancials.cash
Management.
bankRelation
ships.account
Service.Acco
untService
Page 272 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
set up ng
subledger
accounting
rules.
model used to ng
apply the
accounting
rules and
generate
entries.
nancials.subl er
ting.accounti on
ngMethodSet Setup,
Page 273 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
Page 274 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 275 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun er
ngMethodSet Assignm
up.sourcesSe ent,
ourcesServic er
e, Transact
oracle.apps.fi ion
edgerAccoun Setup
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 276 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
source ScheduleRequ
based on the
object
definitions after
creating or
modifying
transaction
objects.
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 277 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#AcctAttribu
tesFlow
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
Page 278 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun
ting.accounti
ngMethodSet
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
ournalEntryRu
Page 279 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
leSetFlow
nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
Page 280 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
Page 281 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
onditionServi
ce
nancials.subl er
ngMethodSet Detail
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 282 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nRulesServic
e.model.Desc
riptionRulesS
ervice
attribute and ce
account.
Page 283 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
accounting
method after
making any
updates on the
journal entry
rule set
components or
Page 284 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
their
assignments on
the Accounting
Method page.

reference
balances.
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
Page 285 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
process can be ow
a report or any
other post-
accounting
program.
Page 286 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and journal ookupTF
entry types.
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
Page 287 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
2 Define Customer Payments Task Define the Receiva Financia Y Y
List configuration for bles ls
processing
customer
payments and
cash
applications.
3 Manage Application Rule Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Sets application rule bles ls ables ables INF/oracle/app nancials.recei bles
sets to specify s/financials/re vables.receip Applicati
default payment ceivables/rece tSetup.applic on Rule,
steps for receipt iptSetup/applic ationRuleSet Receiva
applications ationRuleSets/ s.application bles
and how ui/flow/Applica RuleSetServi Applicati
discounts affect tionRuleSetMa ce.Applicatio on Rule
the open nageFlow.xml nRuleSetSer Set,
balance for #ApplicationR vice, Receiva
each type of uleSetManage oracle.apps.fi bles
associated Flow nancials.recei Applicati
charge. vables.receip on Rule
tSetup.applic Set
ationRuleSet Detail
s.application
RuleSetServi
Page 288 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ce.Applicatio
nRuleSetSer
vice,
oracle.apps.fi
nancials.recei
vables.receip
tSetup.applic
ationRuleSet
s.application
RuleSetServi
ce.Applicatio
nRuleSetSer
vice
3 Manage Receipt Classes Task Create receipt Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
and Methods classes to bles ls ables ables INF/oracle/app nancials.recei bles
determine the s/financials/re vables.receip Credit
required ceivables/rece tSetup.receip Card
processing iptSetup/recei tClasses.rece Error
steps for ptClasses/ui/fl iptClassServi Mapping
receipts ow/ReceiptCla ce.ReceiptCl ,
assigned ssManageFlo assService, Receiva
receipt methods w.xml#Receipt oracle.apps.fi bles
belonging to the ClassManage nancials.recei Receipt
class. Receipt Flow vables.receip Class,
methods in a tSetup.receip Receiva
receipt class tClasses.rece bles
manage receipt iptClassServi Receipt
entries and ce.ReceiptCl Method,
applications assService, Receiva
and determine oracle.apps.fi bles
customer nancials.recei Receipt
Page 289 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
remittance bank vables.receip Method
information. tSetup.receip Account
tClasses.rece
iptClassServi
ce.ReceiptCl
assService,
oracle.apps.fi
nancials.recei
vables.receip
tSetup.receip
tClasses.rece
iptClassServi
ce.ReceiptCl
assService
3 Manage Receipt Sources Task Create receipt Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
sources to bles ls ables ables INF/oracle/app nancials.recei bles
provide default s/financials/re vables.receip Receipt
values for ceivables/rece tSetup.receip Source
receipt class, iptSetup/ui/flo tBatchSource
receipt method, w/ReceiptSour Service.Rece
and remittance ceMainFlow.x iptBatchSour
bank account ml#ReceiptSo ceService
for all receipts urceMainFlow
added to a
receipt batch.
3 Manage Lockbox Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
lockboxes to bles ls ables ables INF/oracle/app nancials.recei bles
automatically s/financials/re vables.receip Lockbox
generate ceivables/rece tSetup.lockbo
receipts from iptSetup/lockb xes.lockBoxS
transactions oxes/ui/flow/L ervice.LockB
Page 290 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
using electronic ockboxManag oxService
information eFlow.xml#Lo
provided by the ckboxManage
bank. Flow
3 Manage Transmission Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Formats for Lockbox transmission bles ls ables ables INF/oracle/app nancials.recei bles
formats to s/financials/re vables.receip Lockbox
specify how ceivables/rece tSetup.lockbo Transmi
data in a iptSetup/lockb xes.transmiss ssion
lockbox bank oxes/ui/flow/Tr ionFormatSer Format
file is formatted ansmissionFor vice.Transmi Transmi
for import into matManageFl ssionFormat ssion
Receivables. ow.xml#Trans Service, Fields,
missionFormat oracle.apps.fi Receiva
ManageFlow nancials.recei bles
vables.receip Transmi
tSetup.lockbo ssion
xes.transmiss Format,
ionFormatSer Receiva
vice.Transmi bles
ssionFormat Transmi
Service, ssion
oracle.apps.fi Record
nancials.recei Format
vables.receip
tSetup.lockbo
xes.transmiss
ionFormatSer
vice.Transmi
ssionFormat
Page 291 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service
3 Manage Receivables Task Create Receiva Financia N Y Receiv Receiv /WEB- Assignm
Specialist Assignment Rules assignment bles ls ables ables INF/oracle/app ent
rules that s/financials/re Manager
assign ceivables/rece Rule,
unapplied iptSetup/ui/flo Assignm
receipts to the w/Assignment ent
appropriate RuleFlow.xml# Manager
Receivables AssignmentRu Rule
specialist. leFlow Action,
Assignm
ent
Manager
Rule
Conditio
n,
Assignm
ent
Manager
Rule
Set,
Assignm
ent
Manager
Rule Set
Group
Page 292 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage AutoMatch Rule Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Sets AutoMatch rule bles ls ables ables INF/oracle/app nancials.recei bles
sets to s/financials/re vables.receip AutoMat
determine how ceivables/rece tSetup.autom ch Rule
receipts are iptSetup/ui/flo atchRuleServ Set,
either applied w/AutomatchR ice.Automatc Receiva
automatically or ulesetManage hRuleService bles
recommended Flow.xml#Auto , AutoMat
for manual matchRuleset oracle.apps.fi ch Rule
application. ManageFlow nancials.recei String
vables.receip Handling
tSetup.autom
atchRuleServ
ice.Automatc
hRuleService
3 Manage Receipt Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Application Exception Rules application bles ls ables ables INF/oracle/app nancials.recei bles
exception rule s/financials/re vables.receip Applicati
sets to specify ceivables/rece tSetup.applic on
how to manage iptSetup/ui/flo ationExceptio Exceptio
remaining over w/AppExcepti nRuleService n Rule
and under onRuleManag .ApplicationE Set,
payment eFlow.xml#Ap xceptionRule Receiva
amounts after pExceptionRul Service, bles
applying eManageFlow oracle.apps.fi Applicati
receipts to nancials.recei on
transactions. vables.receip Exceptio
tSetup.applic n Rule
ationExceptio Set
nRuleService Detail
.ApplicationE
Page 293 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
xceptionRule
Service
3 Manage Customer Paying Task Create Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Relationship Assignments assignments bles ls ables ables INF/oracle/app nancials.recei bles
between s/financials/re vables.receip Custome
customer ceivables/rece tSetup.paying r Paying
hierarchies and iptSetup/payin Relationships Relation
paying gRelationships .payingRelati ship
relationships to /ui/flow/Paying onshipServic Assignm
determine how RelationshipM e.PayingRela ent
related ainFlow.xml#P tionshipServi
customers can ayingRelations ce
pay for their hipMainFlow
transactions.
2 Define Accounts Receivable Task Define the Receiva Financia Y Y
Balance Monitoring List configuration to bles ls
review
customer
account
balances and
statements.
3 Manage Statement Cycles Task Create Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
statement bles ls ables ables INF/oracle/app nancials.recei bles
cycles to s/financials/re vables.collect Stateme
determine when ceivables/colle ionSetup.stat nt Cycle,
to send ctionSetup/sta ementCycles. Receiva
statements to tementCycles/ statementCyc bles
Page 294 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
customers. ui/flow/Statem leService.Sta Stateme
entCycleMana tementCycle nt Cycle
geFlow.xml#St Service, Date,
atementCycle oracle.apps.fi Receiva
ManageFlow nancials.recei bles
vables.collect Stateme
ionSetup.stat nt Cycle
ementCycles. Interval
statementCyc
leService.Sta
tementCycle
Service,
oracle.apps.fi
nancials.recei
vables.collect
ionSetup.stat
ementCycles.
statementCyc
leService.Sta
tementCycle
Service
3 Manage Standard Task Create standard Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Messages messages to bles ls ables ables INF/oracle/app nancials.recei bles
provide text that s/financials/re vables.collect Standar
prints on the ceivables/colle ionSetup.stan d
bottom of ctionSetup/sta dardMessage Messag
customer ndardMessag s.standardMe e
statements, es/ui/flow/Stan ssageService
debit memos, dardMessage .StandardMe
and interest ManageFlow.x ssageService
invoices. ml#StandardM
Page 295 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
essageManag
eFlow
3 Manage Interest Tiers Task Create and Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
configure bles ls ables ables INF/oracle/app nancials.recei bles
interest tiers s/financials/re vables.penalt Late
that define ceivables/pen yChargeSetu Charge
period ranges altyChargeSet p.interestTier Interest
for number of up/interestTier s.interestTier Tiers
days overdue s/ui/flow/Intere Service.Inter
on invoices and stTiersManag estTierServic
late payments. eFlow.xml#Int e
erestTiersMan
ageFlow
3 Manage Late Charge Task Create and Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Schedules configure bles ls ables ables INF/oracle/app nancials.recei bles
charge s/financials/re vables.penalt Charge
schedules that ceivables/pen yChargeSetu Schedul
assign altyChargeSet p.interestTier e,
progressively up/interestTier s.interestTier Receiva
higher interest s/ui/flow/Intere Service.Inter bles
or penalty stTierManage estTierServic Charge
charges to Flow.xml#Inter e, Schedul
interest tier date estTierManag oracle.apps.fi e
ranges for eFlow nancials.recei Interest
overdue vables.penalt Tiers,
invoices and yChargeSetu Receiva
late payments. p.interestTier bles
s.interestTier Late
Page 296 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Service.Inter Charge
estTierServic Schedul
e, e
oracle.apps.fi
nancials.recei
vables.penalt
yChargeSetu
p.interestTier
s.interestTier
Service.Inter
estTierServic
e
2 Define Customer Task Define and Receiva Financia N Y
List manage bles ls
customer
accounts,
account sites,
and profiles.
3 Define Common Task Review and Trading CRM N Y
Customer Data Management List define the set Commu
Configuration up for nity Hub
managing
customer
information and
other business
relationships
such as
suppliers and
banks who
belong to your
commercial
Page 297 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
community.
4 Define Source Systems Task Review and Trading CRM N Y

List define source Commu
systems and nity
associated Model
entities. The
source system
model is used
to define
external
systems from
which customer
and other
related data can
be imported.
5 Manage Trading Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Community Source Systems define the types Commu mmon Comm INF/oracle/app dm.foundatio Commu
of information nity on s/cdm/foundati n.parties.sour nity
imported for Model on/parties/ui/s ceSystemSer Source
each source etup/sourceSy vice.SourceS System
system. stems/flow/So ystemSetupS
urceSystems ervice
ManageTF.xm
l#SourceSyste
msManageTF
Page 298 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Source Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
System Entities define entity Commu mmon Comm INF/oracle/app dm.foundatio Commu
associations for nity on s/cdm/foundati n.parties.sour nity
various source Model on/parties/ui/s ceSystemSer Original
systems. For etup/sourceSy vice.SourceS System
example, some stems/flow/So ystemSetupS Mapping
source systems urceSystemEn ervice, , Trading
are configured titiesManageT oracle.apps.c Commu
to import F.xml#Source dm.foundatio nity
customer data, SystemEntitie n.parties.sour Source
whereas others sManageTF ceSystemSer System
are configured vice.SourceS
to import ystemSetupS
customers and ervice
contacts.
5 Manage Source Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
System Lookups define lookup Commu up tions nd.applcore.l on
related to the pWS Lookup
source system
model, such as
original system
types.
5 Manage Source Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
System Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
to enter and nity Core ex.webservic Descripti
track Model Setup e.Descriptive ve
information that FlexfieldWS Flexfield
is not otherwise
captured.
Page 299 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
4 Define Party Usages Task Manage party Trading CRM N Y
List usages such as Commu
employee, nity
consumer and Model
partner, and
filter rules used
for searching.
5 Manage Party Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Usages define party Commu mmon Comm INF/oracle/app dm.foundatio Commu
usages for nity on s/cdm/foundati n.parties.part nity
persons or Model on/parties/ui/s yUsageServi Party
organizations. etup/partyUsa ce.PartyUsag Usage,
Define rules for ges/flow/Party eSetupServic Trading
usage UsageSearch e, Commu
availability TF.xml#Party oracle.apps.c nity
when defining UsageSearch dm.foundatio Party
parties, and as TF n.parties.part Usage
the party yUsageServi Rule
transitions ce.PartyUsag
through a life eSetupServic
cycle. e
Page 300 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Party Usage Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Filter Rules define filter Commu mmon Comm INF/oracle/app dm.foundatio Commu
rules to include nity on s/cdm/foundati n.parties.part nity
or exclude Model on/parties/ui/s yUsageServi Party
usages for etup/partyUsa ce.PartyUsag Usage
searching ges/flow/Party eSetupServic Filter
parties. UsageFilterRu e, Rule,
leManageTF.x oracle.apps.c Trading
ml#PartyUsag dm.foundatio Commu
eFilterRuleMa n.parties.part nity
nageTF yUsageServi Party
ce.PartyUsag Usage
eSetupServic Filter
e, Rule
oracle.apps.c Member,
dm.foundatio Trading
n.parties.part Commu
yUsageServi nity
ce.PartyUsag Party
eSetupServic Usage
e Filter
Rule
Soft
Exclusio
n
5 Manage Party Usage Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
when defining pWS Lookup
your party
Page 301 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
usage model,
such as party
usage rules and
types.
4 Define Names Task Manage name Trading CRM N Y

List types for Commu
organizations nity
and persons in Model
the business
community
setup multiple
name types can
be created for
an individual
record.
5 Manage Additional Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Name Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
additional name nity on s/cdm/foundati n.parties.nam nity
types for Model on/parties/ui/s eAndIdTypeS Addition
organizations etup/nameAnd ervice.Name al Name
and persons in IdTypes/flow/ AndIdTypeSe and
your business NameAndIdTy tupService Identifier
community, peSearchNam Type
such as Doing eTypesTF.xml
Business As #NameAndIdT
Name and ypeSearchNa
Legal Name. meTypesTF
Page 302 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Identifiers Task Manage Trading CRM N Y
List additional Commu
identifier types nity
for Model
organizations
and persons in
the business
community
setup multiple
identifier types
can be created
for an individual
record.
Identifier Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
additional nity on s/cdm/foundati n.parties.nam nity
identifier types Model on/parties/ui/s eAndIdTypeS Addition
for etup/nameAnd ervice.Name al Name
organizations IdTypes/flow/ AndIdTypeSe and
and persons in NameAndIdTy tupService Identifier
your business peSearchIdTy Type
community, pesTF.xml#Na
such as meAndIdType
passport SearchIdType
number and sTF
social security
number.
Page 303 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Relationships Task Review and Trading CRM N Y
List define Commu
relationship nity
types and Model
groups to use
when defining
relationships
between
organizations
and persons in
your business
community. The
relationship
model lets you
record complex,
real-life
relationships
among various
entities such as
employees,
employers,
contacts, and
organizations.
5 Manage Relationship Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
relationship nity on s/cdm/foundati n.parties.relat nity
types that can Model on/parties/ui/s ionshipTypeS Relation
be created etup/relationsh ervice.Relatio ship
between ipTypes/flow/R nshipTypeSet Type
organizations elationshipTyp upService
and persons in eManageTF.x
Page 304 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
the business ml#Relationshi
community, pTypeManage
such as contact TF
of and
competitor of.
Groups define Commu mmon Comm INF/oracle/app dm.foundatio Commu
groups, which Model on/parties/ui/s ionshipTypeS Relation
are a etup/relationsh ervice.Relatio ship
categorization ipTypes/flow/R nshipTypeSet Type
of similar elationshipGro upService
relationship upManageTF.
types, used, for xml#Relations
example, to hipGroupMan
search for ageTF
persons to
associate to an
organization.
5 Manage Relationship Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
your
relationship
model, such as
relationship
types, or roles.
Page 305 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Relationship Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
4 Define Classifications Task Review and Trading CRM N Y
List define setups Commu
for managing nity
classification Model
codes,
classification
hierarchies and
groups. The
classification
model is used
to categorize
customers and
other entities in
your business
community.
Page 306 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Classification Categories define Commu mmon Comm INF/oracle/app dm.foundatio Commu
classification nity on s/cdm/foundati n.parties.clas nity
categories to Model on/parties/ui/s sificationServ Classific
use to classify etup/classificat ice.Classificat ation
or group ions/flow/Clas ionSetupServ Categor
organizations sCategorySea ice y
and persons in rchTF.xml#Cla
your business ssCategorySe
community. The archTF
classification
model lets you
record complex,
real-life
categories in
which entities
can be
grouped, such
as industry
classification.
Classification Groups define groups of Commu mmon Comm INF/oracle/app dm.foundatio Commu
categories, Model on/parties/ui/s sificationServ Classific
such as etup/classificat ice.Classificat ation
industry groups. ions/flow/Clas ionSetupServ Categor
Use sCategoryGro ice y
classification upSearchTF.x
groups to ml#ClassCate
categorize goryGroupSea
similar rchTF
Page 307 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
classification
categories.
5 Run Classification Task Schedule and Trading CRM N Y crmCo CRM /WEB-
classification ScheduleRequ
4 Define Data Formats Task Define display Trading CRM N Y
List formats to Commu
control how nity
customer data Model
appears, for
example, postal
address formats
and layouts for
different
locales.
5 Manage Data Styles Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
configure styles Commu mmon Comm INF/oracle/app dm.foundatio Commu
for data layout nity on s/cdm/foundati n.parties.styl nity
in specific Model on/parties/ui/s eFormatsSer Style
situations, such etup/styleFor vice.StyleFor
as printing an mats/flow/Styl matSetupSer
address on an eFormatMana vice
envelope, or the geStylesTF.x
order of the ml#StyleForm
Page 308 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
individual atManageStyl
components esTF
that make up
the name of a
person in a list
of values.
5 Manage Name Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Formats configure how Commu mmon Comm INF/oracle/app dm.foundatio Commu
customer nity on s/cdm/foundati n.parties.styl nity
names appear Model on/parties/ui/s eFormatsSer Style
in the etup/styleFor vice.StyleFor Format
application, mats/flow/Styl matSetupSer
such as the eFormatSearc vice
sequence of hNamesTF.xm
first name and l#StyleFormat
last name. SearchNames
TF
5 Manage Address Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
addresses nity on s/cdm/foundati n.parties.styl nity
appear in the Model on/parties/ui/s eFormatsSer Style
application, etup/styleFor vice.StyleFor Format
such as the mats/flow/Styl matSetupSer
sequence of eFormatSearc vice
address hAddressesTF
elements in a .xml#StyleFor
postal address. matSearchAd
dressesTF
Page 309 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Data Format Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Profile Options define options Commu up tions nd.applcore.p on
for name and nity Core rofiles.webse Profile
address Model Setup rvice.Profile Value
formats, such WS
as the default
address style.
4 Define Contact Points Task Define formats Trading CRM N Y
List for contact Commu
types, such as nity
telephone Model
numbering
plans. Define
contact
methods for
persons or
organizations,
such as e-mail,
telephone, and
instant
messaging.
5 Manage Phone Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Phone
Numbering Plans configure Commu mmon Comm INF/oracle/app dm.foundatio Area
country specific nity on s/cdm/foundati n.parties.pho Code,
phone Model on/parties/ui/s neFormatSer Phone
numbering etup/phoneFor vice.PhoneFo Country
plans, which mats/flow/Pho rmatSetupSe Code,
define neFormatMan rvice, Trading
parameters agePhonesTF. oracle.apps.c Commu
such as the xml#PhoneFor dm.foundatio nity
country codes, matManagePh n.parties.pho Mobile
Page 310 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
the area codes onesTF neFormatSer Phone
and the length vice.PhoneFo Prefix,
of phone rmatSetupSe Trading
numbers. rvice, Commu
oracle.apps.c nity
dm.foundatio Phone
n.parties.pho Format
neFormatSer
vice.PhoneFo
rmatSetupSe
rvice,
oracle.apps.c
dm.foundatio
n.parties.pho
neFormatSer
vice.PhoneFo
rmatSetupSe
rvice
5 Manage Contact Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Point Lookups define lookup Commu up tions nd.applcore.l on
contact types,
such as home
phone
numbers,
business e-mail
addresses, and
Web
addresses.
Page 311 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Contact Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Point Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
4 Define Organization Task Manage setups Trading CRM N Y
Information List to provide Commu
choices and nity
options that Model
support defining
organizations,
such as
customers,
partners, and
suppliers, within
business flows.
5 Manage Trading Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Community Organization define lookup Commu up tions nd.applcore.l on
Lookups values that nity Core ookups.webs Standar
Page 312 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
organizations,
such as
organization
size, and types.
5 Manage Trading Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Community Organization additional fields Commu up tions nd.applcore.fl on
Descriptive Flexfields to enter and nity Core ex.webservic Descripti
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Community Organization Site additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
Page 313 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
other values
entered in other
areas of the
page.
5 Run Trading Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Community Current Record monitor the Commu mmon Comm INF/Schedule
Information Maintenance process to nity on Request-
determine the Model taskflow.xml#
current effective ScheduleRequ
profile record est-taskflow
for people,
organizations,
and locations,
according to the
current date.
4 Define Person Task Manage setup Trading CRM N Y
Information List tasks to provide Commu
choices and nity
options for Model
defining
persons, such
as consumers
and contacts.
Community Person Lookups define lookup Commu up tions nd.applcore.l on
persons, such
Page 314 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
as employment
and marital
status.
contacts, such
as roles and
departments.
Community Person Profile define options Commu up tions nd.applcore.p on
Options for person nity Core rofiles.webse Profile
parties. Model Setup rvice.Profile Value
WS
Community Person Descriptive additional fields Commu up tions nd.applcore.fl on
Flexfields to enter and nity Core ex.webservic Descripti
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
Page 315 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
entered in other
areas of the
page.
Community Person Site additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
Page 316 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
other values
entered in other
areas of the
page.
for people,
organizations,
and locations,
according to the
current date.
4 Define Location Task Manage setup Trading CRM N Y
choices and nity
options for Model
defining
locations, such
as trading
community
addresses.
Community Location Lookups define lookup Commu up tions nd.applcore.l on
Page 317 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
locations, such
as site usage
and address
validation
levels.
Community Location Profile define options Commu up tions nd.applcore.p on
Options for managing nity Core rofiles.webse Profile
locations, such Model Setup rvice.Profile Value
as automatic or WS
manual site
number entry.
Community Location additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 318 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
for people,
organizations,
and locations,
according to the
current date.
4 Define Group Task Manage setup Trading CRM N Y
choices and nity
options for Model
defining groups,
such as
households.
5 Manage Group Task Review and Trading CRM Y Y oracle.apps.f Applicati
Lookups define lookup Commu nd.applcore.l on
values that nity ookups.webs Standar
provide choices Model ervice.Looku d
trading
community
groups, such as
group types.
Page 319 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Customer Task Manage setup Trading CRM N Y
Account Information List tasks to provide Commu
choices and nity
options for Model
defining
customer
accounts.
Customer
accounts
typically pertain
to a financial
arrangement
made with an
external entity.
5 Manage Customer Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Account Lookups define lookup Commu up tions nd.applcore.l on
customer
accounts, such
as account role
types.
5 Manage Customer Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Account Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
Page 320 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Site Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Site Use Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
Page 321 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
validated and
dependent on
other values
entered in other
areas of the
page.
Account Contact Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Contact Role additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
Page 322 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
dependent on
other values
entered in other
areas of the
page.
Account Relationship additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Profile Options define options Commu up tions nd.applcore.p on
for managing nity Core rofiles.webse Profile
customer Model Setup rvice.Profile Value
accounts, such WS
as automatic or
manual account
number entry.
Page 323 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Hierarchy Task Define Trading CRM N Y
Information List organization Commu
and person nity
hierarchies Model
used in
transactional
and analytical
processes.
5 Manage Hierarchy Task Review and Trading CRM N Y fndSet Applica /WEB- oracle.apps.f Applicati
Types configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
hierarchy types, nity Core s/fnd/applcore/ ees.webservi Structur
such as Model Setup trees/ui/taskflo ce.TreeStruct e
customer and w/TreeStructur ureWS
party, used to eSummary.xm
categorize and l#TreeStructur
structure eSummary
hierarchies.
Labels configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
hierarchy nity Core s/fnd/applcore/ ees.webservi Label
labels, such as Model Setup trees/ui/taskflo ce.TreeStruct
global and w/FndLabelSu ureWS
subsidiary, mmary.xml#F
used for ndLabelSumm
hierarchy tree ary
display.
5 Manage Hierarchy Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Page 324 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
your hierarchy
types, such as
customer and
party.
5 Manage Hierarchies Task Manage Trading CRM N Y crmCo CRM /WEB- Hierarch
organization Commu mmon Comm INF/oracle/app y
and person nity on s/cdm/foundati
hierarchies Model on/parties/publ
used in icUi/hierarchy/
transactional flow/PartyHier
and analytical archySearchT
processes. F.xml#PartyHi
Leverage the erarchySearch
capability to TF
define customer
hierarchies for
territory
dimensions and
to provide a
mechanism for
reporting over a
hierarchy.
Financials
administrators
can define a
customer
hierarchy to
create paying
relationships.
Page 325 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Audit Trading Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Community Party Hierarchy monitor the Commu mmon Comm INF/Schedule
audit process to nity on Request-
validate trading Model taskflow.xml#
community ScheduleRequ
hierarchies est-taskflow
against a set of
validation rules.
If a hierarchy
does not pass a
validation rule,
the hierarchy is
updated to an
inactive status.
Generation process to nity on Request-
trading ScheduleRequ
community est-taskflow
party
hierarchies.
4 Define Trading Task Define and Trading CRM N Y
Community Import List configure data Commu
import setup nity
tasks such as Model
data quality
matching,
cleansing, and
enrichment
services,
Page 326 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
conflict
resolution
options, error
reporting and
handling, and
what-if analysis
options.
5 Manage Import Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
related to data pWS Lookup
import batch
processing,
such as batch
status, batch
identifier, batch
configuration,
and process
status.
Profile Options define profile Commu up tions nd.applcore.p on
options for nity Core rofiles.webse Profile
managing the Model Setup rvice.Profile Value
data import WS
process.
5 Import Person and Task Import Trading CRM N Y crmCo CRM /WEB- Trading
Organization organization Commu mmon Comm INF/oracle/app Commu
and person nity on s/cdm/foundati nity
business Model on/bulkImport/ Organiz
objects and ui/flow/BatchS ation
Page 327 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
associated child earchTF.xml# Profile
entities from BatchSearchT
external F
sources and
other
applications.
Optionally,
perform
deduplication,
validation, and
other data
enrichment
functions during
the import
process.
4 Define Trading Task Manage setups Trading CRM N Y
Community Common List to provide Commu
Configuration choices and nity
options that Model
support the
defining of
various entities
in your
business
community. For
example,
configure
options used to
define contacts
within the
managing
Page 328 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
customer
contacts
business flow.
Community Common Lookups define lookup Commu up tions nd.applcore.l on
defining and
managing
trading
community
members.
Community Common Profile define options Commu up tions nd.applcore.p on
trading Model Setup rvice.Profile Value
community WS
members, such
as manual or
automatic
identifier entry.
5 Manage Trading Task Review and Trading CRM N Y fndSet Applica /WEB- oracle.apps.f Applicati
Community Messages configure Commu up tions INF/oracle/app nd.applcore. on
messages for nity Core s/fnd/applcore/ messages.we Messag
trading Model Setup messages/ui/fl bservice.Mes e
community ow/ManageMe sageWS
validations. ssagesTF.xml
Page 329 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
#ManageMess
agesTF
Community Document configure Commu up tions INF/oracle/app nd.applcore.d on
Sequences trading nity Core s/fnd/applcore/ ocseq.webse Docume
community Model Setup docseq/ui/flow rvice.DocSeq nt
document /ManageDocS WS Sequenc
sequences. equencesTF.x e
ml#ManageDo
cSequencesT
F
Community Tree Structures configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
trading nity Core s/fnd/applcore/ ees.webservi Structur
community tree Model Setup trees/ui/taskflo ce.TreeStruct e
structures. w/TreeStructur ureWS
eSummary.xm
l#TreeStructur
eSummary
any employees nity
or partner Model
members who
are to be
associated to
leads,
Page 330 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
opportunities,
and territories
and given sales
credits or
compensated
for that work.
Define resource
profiles, skills,
role
assignments,
organization
membership
and team
membership.
5 Manage Resource Task Manage Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Note Type resource note Commu up tions nd.applcore.l on
pWS Lookup
5 Manage Resource Task Manage Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Object
Note Type Mapping resource note Commu mmon Comm INF/oracle/app rmCommon.o Lookup
LookupMappin
g.xml#objects
LookupMappin
g
Page 331 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Resource Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Note Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
pWS Lookup
WS
esourceSearc
hTF.xml#Reso
urceSearchTF
resource roles nity
the resource
function and
which usually
Page 332 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
correspond to a
set of jobs.
Roles are used
to facilitate
assignment of
appropriate
resources, and
to derive
reporting
relationship
within an
organization.
earchTF.xml# rvice
ResourceRole
SearchTF
5 Manage Resource Task Define lookup Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Role Lookups setup for Commu up tions nd.applcore.l on
pWS Lookup
Page 333 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Resource Task Define Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Role Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
relationships nity
between Model
resources to
reflect the
organizational
structure within
a corporation,
and its partner
relationships.
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
sourceOrgSea
rchTF
Page 334 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rgTF.xml#Man
agePartnerOr
gTF
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
F.xml#Resour Member
ceOrgSearchT
F
Page 335 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Resource Team Task Define groups Trading CRM N Y
Information List of resources Commu
that work nity
together, Model
usually across
organization
hierarchy
boundaries. For
example, define
marketing
teams for
campaigns.
Team Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
teams. FlexfieldWS Flexfield
5 Manage Resource Task Define resource Trading CRM N Y crmCo CRM /WEB- Trading
Teams teams. Commu mmon Comm INF/oracle/app Commu
nity on s/cdm/foundati nity
ui/teams/flow/ e Team
ResourceTea
mSearchTF.x
Page 336 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#ResourceT
eamSearchTF
4 Manage Calendar Task Specify the Commo CRM Y Y fndSet Applica oracle.apps.f Applicati
Profile Option common n CRM up tions nd.applcore.p on
accounting Core rofiles.webse Profile
calendar. Setup rvice.Profile Value
WS
4 Manage Currency Task Specify the Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Profile Options corporate n CRM up tions nd.applcore.p on
currency. Core rofiles.webse Profile
Setup rvice.Profile Value
WS
4 Manage Data Task Specify if the Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Warehouse Profile Option Data n CRM up tions nd.applcore.p on
Warehouse is Core rofiles.webse Profile
to be enabled Setup rvice.Profile Option
WS
4 Manage Public Unique Task Review and Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Identifier Profile Options define the n CRM up tions nd.applcore.p on
public unique Core rofiles.webse Profile
identifier setup Setup rvice.Profile Value
options. WS
4 Manage Bulk Data Task Review and Marketin CRM N Y
Export List manage export g
objects and
schedule export
processes to
Page 337 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
export business
objects to
external data
files.
5 Manage Export Task Review and Marketin CRM Y Y crmCo CRM /WEB- File
Objects register g mmon Comm INF/oracle/app Export
business on s/crmCommon Object
objects, such as /bulkExport/ui/
sales leads and flow/BulkExpo
opportunities, rtObjectsTF.x
intended for ml#BulkExport
export to data ObjectsTF
files.
5 Schedule Export Task Schedule the Marketin CRM Y Y crmCo CRM /WEB- File
Processes export of g mmon Comm INF/oracle/app Export
business on s/crmCommon Batch
sales leads, flow/BulkExpo
customers, rtTF.xml#Bulk
contacts, and ExportTF
sales catalogs.
Customer Profile Classes customer profile bles ls ables ables INF/oracle/app nancials.recei bles
classes to s/financials/re vables.custo Custome
group and ceivables/cust merSetup.cu r Profile
maintain omerSetup/cu stomerProfile Class,
characteristics stomerProfile Classes.cust Receiva
of customer Classes/ui/flo omerProfileCl bles
accounts, such w/CustomerPr assService.C Custome
Page 338 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
as ofileClassesM ustomerProfil r Profile
creditworthines ainFlow.xml#C eClassServic Class
s, business ustomerProfile e, Amount
volume, ClassesMainFl oracle.apps.fi
payment cycles, ow nancials.recei
and late charge vables.custo
policies. merSetup.cu
stomerProfile
Classes.cust
omerProfileCl
assService.C
ustomerProfil
eClassServic
e
3 Create Customer Task Create new Receiva Financia N Y Receiv Receiv /WEB- Custome
customers to bles ls ables ables INF/oracle/app r,
record and s/financials/re Receiva
account for ceivables/cust bles
transactions, omers/ui/flow/ Custome
transaction CustomerCrea r Profile,
activities, and teFlow.xml#C Receiva
other attributes ustomerCreat bles
of the customer eFlow Custome
relationship. r Profile
Amount,
Receiva
bles
Custome
r Site
Referen
ce
Page 339 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Account
3 Manage Customers Task Manage Receiva Financia N Y Receiv Receiv /WEB- Custome
customer bles ls ables ables INF/oracle/app r,
account and s/financials/re Receiva
site information, ceivables/cust bles
and the omers/ui/flow/ Custome
relationship with CustomersMai r Profile,
the customer. nFlow.xml#Cu Receiva
stomersMainFl bles
ow Custome
r Profile
Amount,
Receiva
bles
Custome
r Site
Profile,
Receiva
bles
Custome
r Site
Profile
Amount,
Receiva
bles
Custome
r Site
Page 340 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Referen
ce
Account,
Receiva
bles
Super
Entity
Profile,
Receiva
bles
Super
Entity
Profile
Amount
2 Manage Receivables Task Define system Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
System Options options to bles ls ables ables INF/oracle/app nancials.recei bles
customize the s/financials/re vables.share System
Receivables ceivables/shar dSetup.syste Options
environment for edSetup/ui/flo mParameter
a business unit. w/SystemPara Service.Syste
meterManage mParameter
Flow.xml#Syst Service
emParameter
ManageFlow
2 Define Basic Items Task Import Items Product SCM N Y
List and manage Model
item specific
attributes
including item
status, item
type and life
Page 341 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
cycle phase.
3 Manage Item Profile Task Define profile Product SCM N Y fndSet Applica oracle.apps.f Applicati
Options option settings Model up tions nd.applcore.p on
control item Setup rvice.Profile Value
behavior such WS
as updating
items and
controlling the
number of
threads used in
item imports.
3 Define Units of Measure Task Create and Supply SCM Y Y
List maintain units Chain
of measure Manage
used within ment
your Commo
organization to n
clearly identify Compon
the quantity of ents
an item.
4 Manage Units of Task Review and Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Measure Profiles maintain profile Chain up tions nd.applcore.p on
values for units Manage Core rofiles.webse Profile
of measure. ment Setup rvice.Profile Value
Commo WS
Page 342 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
n
Compon
ents
4 Manage SCM Common Task Create and edit Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Value Sets SCM Common Chain up tions nd.applcore.fl on
value sets. Manage Core ex.webservic Flexfield
ment Setup e.ValueSetW Value
Commo S Set
n
Compon
ents
4 Manage Units of Task Define Supply SCM N Y fndSet Applica oracle.apps.f Applicati
Measure Descriptive Flexfields validation and Chain up tions nd.applcore.fl on
display Manage Core ex.webservic Descripti
properties of ment Setup e.Descriptive ve
descriptive Commo FlexfieldWS Flexfield
flexfields for n
UOM. Compon
Descriptive ents
flexfields are
used to add
custom
attributes to
entities.
Page 343 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Units of Task Create and Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.s Unit of
Measure maintain units Chain mmon mmon INF/oracle/app cm.inventory. Measure
of measure Manage s/scm/inventor uom.unitsOf , Unit of
used within ment y/uom/ui/flow/ MeasureServ Measure
your Commo UnitsOfMeasu ice.UnitOfMe Class
organization to n reFlow.xml#U asureService,
clearly identify Compon nitsOfMeasure oracle.apps.s
the quantity of ents Flow cm.inventory.
an item. uom.unitsOf
MeasureServ
ice.UnitOfMe
asureService
3 Manage Lifecycle Phases Task Create and edit Product SCM Y Y product Produc /WEB- oracle.apps.s Item
item life cycle Model Manag t INF/oracle/app cm.productM Lifecycle
phases. ement Manag s/scm/product odel.itemClas Phase
Comm ement Model/itemCla ses.itemClas
on Comm sses/phases/u sService.Pha
on i/flow/Lifecycle seService
PhasesSetupF
low.xml#Lifecy
clePhasesSet
upFlow
3 Manage Product Value Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Sets value sets. Model up tions nd.applcore.fl on
S Set
Page 344 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Product Child Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Value Sets child value sets. Model up tions nd.applcore.fl on
S Set
3 Manage Operational Task Edit operation Product SCM N Y product Produc /WEB- oracle.apps.s Item
Attributes Groups attribute group Model Manag t INF/oracle/app cm.productM Attribute
parameters. ement Manag s/scm/product odel.items.att Control
Comm ement Model/items/at ributes.attribu
on Comm tributes/ui/flow teService.Ite
on /ItemAttribute mAttributeSer
ControlFlow.x vice
ml#ItemAttribu
teControlFlow
3 Manage Default Item Task Edit the root Product SCM Y Y product Produc /WEB- oracle.apps.s Item
Class item class. Model Manag t INF/oracle/app cm.productM Class
ement Manag s/scm/product odel.itemClas
Comm ement Model/itemCla ses.itemClas
on Comm sses/ui/flow/Ite sService.Item
on mClassUpdate ClassService
Flow.xml#Item
ClassUpdateFl
ow
3 Manage Item Statuses Task Create and edit Product SCM N Y product Produc /WEB- oracle.apps.s Item
item statuses. Model Manag t INF/oracle/app cm.productM Status
ement Manag s/scm/product odel.items.st
Comm ement Model/items/st atuses.status
on Comm atuses/ui/flow/ Service.Item
on ItemStatusesT StatusServic
askFlow.xml#I e
Page 345 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
temStatusesT
askFlow
3 Manage Item Types Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
item types. Model up tions nd.applcore.l on
Core ookups.webs Standar
Setup ervice.Looku d
pWS Lookup
3 Manage Cross Reference Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Types item cross Model up tions nd.applcore.l on
references Core ookups.webs Standar
types. Setup ervice.Looku d
pWS Lookup
3 Manage Item Descriptive Task Define Product SCM N Y fndSet Applica oracle.apps.f Applicati
Flexfields validation and Model up tions nd.applcore.fl on
flexfields for
items.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 346 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Download Import Task Download the Product SCM Y Y
Template from Oracle import template Model
Enterprise Repository spreadsheet
from the Oracle
Enterprise
Repository.
3 Upload Item Data Task Upload the data Product SCM Y Y
file to the import Model
processing
area.
3 Load Interface File Task Run the Product SCM Y Y

through Scheduled Process scheduled Model
process job that
loads the
interface file.
3 Import Items Task Import items Product SCM Y Y product Produc /WEB-
using interface Model Manag t INF/Schedule
tables. ement Manag Request-
Comm ement taskflow.xml#
on Comm ScheduleRequ
on est-taskflow
3 Monitor Item Imports Task Monitor item Product SCM Y Y product Produc /WEB-
imports ESS Model Manag t INF/oracle/app
jobs. ement Manag s/fnd/applcp/m
Comm ement onitor/ui/flow/
on Comm MonitorProces
on sesMainAreaF
low.xml#Monit
orProcessesM
Page 347 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ainAreaFlow
3 Manage Related Item Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Subtypes subtype values Model up tions nd.applcore.l on
for related Core ookups.webs Standar
items. Setup ervice.Looku d
pWS Lookup
3 Manage Item Revision Task Define Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and Model up tions nd.applcore.fl on
flexfields for
item revisions.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage Item Relationship Task Create and Edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields item Model up tions nd.applcore.fl on
relationship Core ex.webservic Descripti
descriptive Setup e.Descriptive ve
flexfield FlexfieldWS Flexfield
attributes.
Page 348 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Trading Partner Task Create and Edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Item Descriptive Flexfields Trading Partner Model up tions nd.applcore.fl on
Item descriptive Core ex.webservic Descripti
3 Define Item-Specific UOM Task Create and Supply SCM N Y
Conversions List maintain units Chain
of measure Manage
used in ment
interclass and Commo
intra class n
conversions to Compon
clearly identify ents
the quantity of
an item.
Measure for Interclass maintain units Chain mmon mmon INF/oracle/app cm.inventory. Measure
Conversion of measure Manage s/scm/inventor uom.unitsOf Interclas
used in ment y/uom/ui/flow/ MeasureServ s
interclass Commo UnitsOfMeasu ice.UomInter Conversi
conversions to n reFlow.xml#U ClassConver on
clearly identify Compon nitsOfMeasure sionService
the quantity of ents Flow
an item.
Measure for Intraclass maintain units Chain mmon mmon INF/oracle/app cm.inventory. Measure
Conversion of measure Manage s/scm/inventor uom.unitsOf Intraclas
used in ment y/uom/ui/flow/ MeasureServ s
intraclass Commo UnitsOfMeasu ice.UomIntra Conversi
conversions to n reFlow.xml#U ClassConver on
Page 349 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
clearly identify Compon nitsOfMeasure sionService
the quantity of ents Flow
an item.
2 Define Subledger Task Task List for Receiva Financia N Y

Accounting for Receivables List configuring bles ls
Sub-Ledger
Accounting
Rules for
Receivables.
set up ng
subledger
accounting
rules.
model used to ng
apply the
accounting
rules and
generate
entries.
Page 350 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.subl er
ting.accounti on
ngMethodSet Setup,
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 351 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 352 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
edgerAccoun er
ngMethodSet Assignm
up.sourcesSe ent,
ourcesServic er
e, Transact
oracle.apps.fi ion
edgerAccoun Setup
Page 353 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
source ScheduleRequ
based on the
object
definitions after
creating or
modifying
transaction
objects.
Page 354 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
ml#AcctAttribu
tesFlow
Page 355 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
edgerAccoun
ting.accounti
ngMethodSet
Page 356 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
ournalEntryRu
leSetFlow
nancials.subl n
edgerAccoun
ting.accounti
Page 357 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
Page 358 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
onditionServi
ce
nancials.subl er
ngMethodSet Detail
up.descriptio
nRulesServic
Page 359 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice
Page 360 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
attribute and ce
account.
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
accounting
method after
Page 361 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
making any
updates on the
journal entry
rule set
components or
their
assignments on
the Accounting
Method page.
reference
balances.
edgerAccoun Ledger
ngMethodSet
Page 362 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
process can be ow
a report or any
other post-
accounting
program.
Page 363 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and journal ookupTF
entry types.
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
Page 364 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
1 Define Revenue Compliance Task Revenu Financia Y Y
and Management List e ls
Manage
ment
2 Manage Revenue Task Define system Revenu Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Management System Options options to e ls ables ables INF/oracle/app nancials.reve Manage
select the Manage s/financials/re nueManagem ment
processing ment venueManage ent.sharedSe System
options that ment/sharedS tup.vrmSyste Configur
govern how etup/ui/flow/M mOptionServi ation
revenue anageSystem ce.VrmSyste
compliance and Options.xml# mOptionServi
revenue ManageSyste ce
Page 365 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
recognition mOptions
processes are
executed in the
Revenue
Management
application.
2 Define Revenue Accounting Task Define the Revenu Financia Y Y
List configuration for e ls
processing Manage
revenue ment
recognition and
managing
related revenue
policy and
revenue
adjustment
activities.
3 Manage Revenue Policies Task Create revenue Receiva Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Receiva
policies to make bles ls ables ables INF/oracle/app nancials.recei bles
automatic s/financials/re vables.reven Revenue
revenue ceivables/reve ueSetup.reve Continge
recognition nueSetup/reve nueContinge ncy
decisions on nueContingen ncies.revenu
transactions cies/ui/flow/Ma eContingenci
according to the nagePolicyFlo eService.Rev
regulations of w.xml#Manag enueConting
an enterprise. ePolicyFlow encieService
Page 366 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Contingencies contingencies bles ls ables ables INF/oracle/app nancials.recei bles
to automatically s/financials/re vables.reven Revenue
determine the ceivables/reve ueSetup.reve Continge
timing of nueSetup/reve nueContinge ncy
revenue nueContingen ncies.revenu
recognition. cies/ui/flow/Ma eContingenci
nageContFlow eService.Rev
.xml#Manage enueConting
ContFlow encieService
3 Manage Revenue Task Create rules Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Management Contingency with matching e ls ables ables INF/oracle/app nancials.reve Manage
Assignment Rules criteria that Manage s/financials/re nueManagem ment
automatically ment venueManage ent.revenueR Continge
assign ment/revenue ecognitionSet ncy
contingencies RecognitionSe up.revenueC Assignm
to revenue tup/revenueCo ontingencies. ent Rule
documents. ntingencies/ui/ revenueConti
flow/Revenue ngencyAssig
ContAssignme nService.Rev
ntFlow.xml#R enueConting
evenueContAs encyAssignS
signmentFlow ervice
Scheduling Rules scheduling bles ls ables ables INF/oracle/app nancials.recei bles
rules to manage s/financials/re vables.transa Period
revenue ceivables/tran ctionSetup.tr Type,
recognition on sactionSetup/t ansactionAcc Receiva
invoices. ransactionAcc ounting.trans bles
ounting/ui/flow actionAcocun Revenue
/RevenueSche tingRuleServi Scheduli
Page 367 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
dulingManage ce.Transactio ng Rule,
Flow.xml#Rev nAccounting Receiva
enueScheduli RuleService, bles
ngManageFlo oracle.apps.fi Revenue
w nancials.recei Scheduli
vables.transa ng Rule
ctionSetup.tr Schedul
ansactionAcc e
ounting.trans
actionAcocun
tingRuleServi
ce.Transactio
nAccounting
RuleService,
oracle.apps.fi
nancials.recei
vables.transa
ctionSetup.tr
ansactionAcc
ounting.trans
actionAcocun
tingRuleServi
ce.Transactio
nAccounting
RuleService
3 Manage Revenue Task Create rules Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Scheduling Rule Assignments with matching e ls ables ables INF/oracle/app nancials.reve Manage
criteria that Manage s/financials/re nueManagem ment
automatically ment venueManage ent.revenueR Scheduli
assign ment/revenue ecognitionSet ng Rule
scheduling RecognitionSe up.revenueR Assignm
Page 368 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rules to revenue tup/revenueRu ules.revenue ent
documents. les/ui/flow/Rev RuleAssignS
RuleAssignme ervice.Reven
ntFlow.xml#R ueRuleAssig
evRuleAssign nService
mentFlow
2 Define Revenue Compliance Task Define the Revenu Financia Y Y
List configuration for e ls
managing Manage
revenue ment
compliance
related pricing
dimension, item
grouping and
other related
activities.
3 Manage Revenue Task Create value Revenu Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Compliance Pricing Dimension sets to store the e ls up tions INF/oracle/app nd.applcore.fl on
Value Sets valid values for Manage Core s/fnd/applcore/ ex.webservic Flexfield
a pricing ment Setup flex/vst/ui/publi e.ValueSetW Value
dimension cFlow/Manage S Set
segment. This ValueSetsTF.x
is an optional ml#ManageVa
task. A value lueSetsTF
set should be
created when a
pricing
dimension
segment has a
finite list of valid
values.
Page 369 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Revenue Task Create the Revenu Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Compliance Pricing Dimension pricing e ls up tions INF/oracle/app nd.applcore.fl on Key
Structures dimension Manage Core s/fnd/applcore/ ex.webservic Flexfield
structure to ment Setup flex/kff/ui/publi e.KeyFlexfiel
capture the cFlow/Manage dWS
pricing KeyFlexfieldsT
dimensions of a F.xml#Manag
product. The eKeyFlexfields
sales TF
transactions of
goods and
services are
segregated
based on the
pricing
dimensions for
the purpose of
establishing fair
market values
and also to
validate the
compliance of
multiple
element
arrangements
with the fair
market values.
Page 370 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Revenue Task Create the price Revenu Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Price Effectivity effectivity e ls ables ables INF/oracle/app nancials.reve Manage
Periods period to define Manage s/financials/re nueManagem ment
the start date ment venueManage ent.revenueC Price
and end date of ment/revenue omplianceSet Effectivit
the period. A ComplianceSe up.priceMana y Period
fair market tup/priceMana gement.effect
value is gement/ui/flow ivePeriodSer
established for /EffectivePerio vice.Effective
a specific price dManageFlow. PeriodServic
effective period xml#Effective e
and is only PeriodManage
effective for the Flow
transactions
that fall in the
date range of
the period.
3 Manage Revenue Task Create the Revenu Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Pricing Dimension pricing e ls ables ables INF/oracle/app nancials.reve Manage
Assignments dimension Manage s/financials/re nueManagem ment
assignments to ment venueManage ent.revenueC Pricing
map a ment/revenue omplianceSet Dimensi
transaction ComplianceSe up.priceMana on
attribute to a tup/priceMana gement.price Assignm
pricing gement/ui/flow SegmentAssi ents
dimension /PriceManage gnmentServic
segment for mentFlow.xml e.PriceSegm
each document #PriceManage entAssignme
type. The sales mentFlow ntService
transactions of
goods and
Page 371 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
services are
segregated
based on the
pricing
dimension
transaction
attributes for
the purpose of
establishing fair
market values
and also to
validate the
compliance of
multiple
element
arrangements
with the fair
market values
3 Manage Revenue Task Create pricing Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Pricing Dimension dimension band e ls ables ables INF/oracle/app nancials.reve Manage
Bands to assign the Manage s/financials/re nueManagem ment
pricing ment venueManage ent.revenueC Pricing
dimension ment/revenue omplianceSet Dimensi
segment value ComplianceSe up.priceMana on Band
based on the tup/priceMana gement.pricin
quantity or gement/ui/flow gBandServic
amount bands. /PricingBands e.PricingBan
Flow.xml#Prici dService
ngBandsFlow
Page 372 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Revenue Task Create item Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Item Groups group to e ls ables ables INF/oracle/app nancials.reve Manage
calculate the Manage s/financials/re nueManagem ment
fair market ment venueManage ent.revenueC Item
value at the ment/revenue omplianceSet Group
item group ComplianceSe up.itemMana
level. Items tup/itemMana gement.item
inherit the fair gement/ui/flow GroupService
market value /ItemManage .ItemGroupS
from the item mentMain.xml ervice
group if they #ItemManage
are assigned to mentMain
an item group
and the fair
market value is
represented as
a discount
percentage.
3 Manage Revenue Task Create the fair Revenu Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Fair Market Value market value e ls ables ables INF/oracle/app nancials.reve Manage
Profiles profile to define Manage s/financials/re nueManagem ment
the parameters ment venueManage ent.revenueC Fair
for fair market ment/revenue omplianceSet Market
value ComplianceSe up.templates. Value
calculation and tup/templates/ fmvProfileSer Templat
to assign the ui/flow/Manag vice.FmvProfi e
pricing eTemplatesFl leService
dimension ow.xml#Mana
structure. Items geTemplatesF
inherit the low
calculation
Page 373 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
parameters and
the pricing
dimension
structure from
the fair market
value profile to
which they are
assigned.
3 Manage Revenue Task Create rules to Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Multiple Element automatically e ls ables ables INF/oracle/app nancials.reve Manage
Arrangement Identification identify the Manage s/financials/re nueManagem ment
Rules multiple ment venueManage ent.revenueC Multiple
element ment/revenue omplianceSet Element
arrangements. ComplianceSe up.multipleEl Arrange
tup/multipleEle ementArrang ment
mentArrange ement.meaR Identifica
ment/ui/flow/M uleService.M tion Rule
eaIdentificatio eaRuleServic
nRulesMainFl e
ow.xml#MeaId
entificationRul
esMainFlow
3 Manage Revenue Task Create the Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.fi Revenue
Compliance Multiple Element compliance e ls ables ables INF/oracle/app nancials.reve Manage
Arrangement Thresholds thresholds to Manage s/financials/re nueManagem ment
specify the ment venueManage ent.revenueC Revenue
MEA ment/revenue omplianceSet Complia
adjustment ComplianceSe up.multipleEl nce
threshold level tup/multipleEle ementArrang Threshol
and MEA mentArrange ement.meaT ds
compliance ment/ui/flow/M hresholdServi
Page 374 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
threshold level. eaThresholds ce.MeaThres
MEA MainFlow.xml holdService
adjustment #MeaThreshol
threshold level dsMainFlow
determines
which MEA
adjustments
processes
automatically
and which MEA
adjustment
defers. MEA
compliance
threshold level
determines
which MEA
compliance
processes
automatically
and which MEA
compliance
defers.
2 Define Customer Task Define and Receiva Financia N Y
List manage bles ls
customer
accounts,
account sites,
and profiles.
Page 375 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Define Common Task Review and Trading CRM N Y
Customer Data Management List define the set Commu
Configuration up for nity Hub
managing
customer
information and
other business
relationships
such as
suppliers and
banks who
belong to your
commercial
community.
4 Define Source Systems Task Review and Trading CRM N Y
List define source Commu
systems and nity
associated Model
entities. The
source system
model is used
to define
external
systems from
which customer
and other
related data can
be imported.
Page 376 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Trading Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Community Source Systems define the types Commu mmon Comm INF/oracle/app dm.foundatio Commu
of information nity on s/cdm/foundati n.parties.sour nity
imported for Model on/parties/ui/s ceSystemSer Source
each source etup/sourceSy vice.SourceS System
system. stems/flow/So ystemSetupS
urceSystems ervice
ManageTF.xm
l#SourceSyste
msManageTF
5 Manage Source Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
System Entities define entity Commu mmon Comm INF/oracle/app dm.foundatio Commu
associations for nity on s/cdm/foundati n.parties.sour nity
various source Model on/parties/ui/s ceSystemSer Original
systems. For etup/sourceSy vice.SourceS System
example, some stems/flow/So ystemSetupS Mapping
source systems urceSystemEn ervice, , Trading
are configured titiesManageT oracle.apps.c Commu
to import F.xml#Source dm.foundatio nity
customer data, SystemEntitie n.parties.sour Source
whereas others sManageTF ceSystemSer System
are configured vice.SourceS
to import ystemSetupS
customers and ervice
contacts.
5 Manage Source Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
System Lookups define lookup Commu up tions nd.applcore.l on
related to the pWS Lookup
source system
Page 377 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
model, such as
original system
types.
5 Manage Source Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
System Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
4 Define Party Usages Task Manage party Trading CRM N Y
List usages such as Commu
employee, nity
consumer and Model
partner, and
filter rules used
for searching.
Page 378 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Party Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Usages define party Commu mmon Comm INF/oracle/app dm.foundatio Commu
usages for nity on s/cdm/foundati n.parties.part nity
persons or Model on/parties/ui/s yUsageServi Party
organizations. etup/partyUsa ce.PartyUsag Usage,
Define rules for ges/flow/Party eSetupServic Trading
usage UsageSearch e, Commu
availability TF.xml#Party oracle.apps.c nity
when defining UsageSearch dm.foundatio Party
parties, and as TF n.parties.part Usage
the party yUsageServi Rule
transitions ce.PartyUsag
through a life eSetupServic
cycle. e
5 Manage Party Usage Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
Filter Rules define filter Commu mmon Comm INF/oracle/app dm.foundatio Commu
rules to include nity on s/cdm/foundati n.parties.part nity
or exclude Model on/parties/ui/s yUsageServi Party
usages for etup/partyUsa ce.PartyUsag Usage
searching ges/flow/Party eSetupServic Filter
parties. UsageFilterRu e, Rule,
leManageTF.x oracle.apps.c Trading
ml#PartyUsag dm.foundatio Commu
eFilterRuleMa n.parties.part nity
nageTF yUsageServi Party
ce.PartyUsag Usage
eSetupServic Filter
e, Rule
oracle.apps.c Member,
dm.foundatio Trading
n.parties.part Commu
Page 379 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
yUsageServi nity
ce.PartyUsag Party
eSetupServic Usage
e Filter
Rule
Soft
Exclusio
n
5 Manage Party Usage Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
your party
usage model,
such as party
usage rules and
types.
4 Define Names Task Manage name Trading CRM N Y
List types for Commu
organizations nity
and persons in Model
the business
community
setup multiple
name types can
be created for
an individual
record.
Page 380 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Name Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
additional name nity on s/cdm/foundati n.parties.nam nity
types for Model on/parties/ui/s eAndIdTypeS Addition
organizations etup/nameAnd ervice.Name al Name
and persons in IdTypes/flow/ AndIdTypeSe and
your business NameAndIdTy tupService Identifier
community, peSearchNam Type
such as Doing eTypesTF.xml
Business As #NameAndIdT
Name and ypeSearchNa
Legal Name. meTypesTF
4 Define Identifiers Task Manage Trading CRM N Y
List additional Commu
identifier types nity
for Model
organizations
and persons in
the business
community
setup multiple
identifier types
can be created
for an individual
record.
Identifier Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
additional nity on s/cdm/foundati n.parties.nam nity
identifier types Model on/parties/ui/s eAndIdTypeS Addition
for etup/nameAnd ervice.Name al Name
organizations IdTypes/flow/ AndIdTypeSe and
Page 381 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and persons in NameAndIdTy tupService Identifier
your business peSearchIdTy Type
community, pesTF.xml#Na
such as meAndIdType
passport SearchIdType
number and sTF
social security
number.
4 Define Relationships Task Review and Trading CRM N Y
List define Commu
relationship nity
types and Model
groups to use
when defining
relationships
between
organizations
and persons in
your business
community. The
relationship
model lets you
record complex,
real-life
relationships
among various
entities such as
employees,
employers,
contacts, and
organizations.
Page 382 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Types define Commu mmon Comm INF/oracle/app dm.foundatio Commu
types that can Model on/parties/ui/s ionshipTypeS Relation
be created etup/relationsh ervice.Relatio ship
between ipTypes/flow/R nshipTypeSet Type
organizations elationshipTyp upService
and persons in eManageTF.x
the business ml#Relationshi
community, pTypeManage
such as contact TF
of and
competitor of.
Groups define Commu mmon Comm INF/oracle/app dm.foundatio Commu
groups, which Model on/parties/ui/s ionshipTypeS Relation
are a etup/relationsh ervice.Relatio ship
categorization ipTypes/flow/R nshipTypeSet Type
of similar elationshipGro upService
relationship upManageTF.
types, used, for xml#Relations
example, to hipGroupMan
search for ageTF
persons to
associate to an
organization.
Page 383 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Relationship Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
your
relationship
model, such as
relationship
types, or roles.
5 Manage Relationship Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
4 Define Classifications Task Review and Trading CRM N Y
List define setups Commu
for managing nity
classification Model
codes,
classification
Page 384 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
hierarchies and
groups. The
classification
model is used
to categorize
customers and
other entities in
your business
community.
Classification Categories define Commu mmon Comm INF/oracle/app dm.foundatio Commu
categories to Model on/parties/ui/s sificationServ Classific
use to classify etup/classificat ice.Classificat ation
or group ions/flow/Clas ionSetupServ Categor
organizations sCategorySea ice y
and persons in rchTF.xml#Cla
your business ssCategorySe
community. The archTF
classification
model lets you
record complex,
real-life
categories in
which entities
can be
grouped, such
as industry
classification.
Page 385 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Classification Groups define groups of Commu mmon Comm INF/oracle/app dm.foundatio Commu
categories, Model on/parties/ui/s sificationServ Classific
such as etup/classificat ice.Classificat ation
industry groups. ions/flow/Clas ionSetupServ Categor
Use sCategoryGro ice y
classification upSearchTF.x
groups to ml#ClassCate
categorize goryGroupSea
similar rchTF
classification
categories.
5 Run Classification Task Schedule and Trading CRM N Y crmCo CRM /WEB-
classification ScheduleRequ
4 Define Data Formats Task Define display Trading CRM N Y
List formats to Commu
control how nity
customer data Model
appears, for
example, postal
address formats
and layouts for
different
locales.
Page 386 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Data Styles Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
configure styles Commu mmon Comm INF/oracle/app dm.foundatio Commu
for data layout nity on s/cdm/foundati n.parties.styl nity
in specific Model on/parties/ui/s eFormatsSer Style
situations, such etup/styleFor vice.StyleFor
as printing an mats/flow/Styl matSetupSer
address on an eFormatMana vice
envelope, or the geStylesTF.x
order of the ml#StyleForm
individual atManageStyl
components esTF
that make up
the name of a
person in a list
of values.
5 Manage Name Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
customer nity on s/cdm/foundati n.parties.styl nity
names appear Model on/parties/ui/s eFormatsSer Style
in the etup/styleFor vice.StyleFor Format
application, mats/flow/Styl matSetupSer
such as the eFormatSearc vice
sequence of hNamesTF.xm
first name and l#StyleFormat
last name. SearchNames
TF
5 Manage Address Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Trading
addresses nity on s/cdm/foundati n.parties.styl nity
appear in the Model on/parties/ui/s eFormatsSer Style
application, etup/styleFor vice.StyleFor Format
Page 387 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
such as the mats/flow/Styl matSetupSer
sequence of eFormatSearc vice
address hAddressesTF
elements in a .xml#StyleFor
postal address. matSearchAd
dressesTF
5 Manage Data Format Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Profile Options define options Commu up tions nd.applcore.p on
for name and nity Core rofiles.webse Profile
address Model Setup rvice.Profile Value
formats, such WS
as the default
address style.
4 Define Contact Points Task Define formats Trading CRM N Y
List for contact Commu
types, such as nity
telephone Model
numbering
plans. Define
contact
methods for
persons or
organizations,
such as e-mail,
telephone, and
instant
messaging.
Page 388 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Phone Task Review and Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Phone
Numbering Plans configure Commu mmon Comm INF/oracle/app dm.foundatio Area
country specific nity on s/cdm/foundati n.parties.pho Code,
phone Model on/parties/ui/s neFormatSer Phone
numbering etup/phoneFor vice.PhoneFo Country
plans, which mats/flow/Pho rmatSetupSe Code,
define neFormatMan rvice, Trading
parameters agePhonesTF. oracle.apps.c Commu
such as the xml#PhoneFor dm.foundatio nity
country codes, matManagePh n.parties.pho Mobile
the area codes onesTF neFormatSer Phone
and the length vice.PhoneFo Prefix,
of phone rmatSetupSe Trading
numbers. rvice, Commu
oracle.apps.c nity
dm.foundatio Phone
n.parties.pho Format
neFormatSer
vice.PhoneFo
rmatSetupSe
rvice,
oracle.apps.c
dm.foundatio
n.parties.pho
neFormatSer
vice.PhoneFo
rmatSetupSe
rvice
Page 389 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Point Lookups define lookup Commu up tions nd.applcore.l on
contact types,
such as home
phone
numbers,
business e-mail
addresses, and
Web
addresses.
Point Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 390 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Organization Task Manage setups Trading CRM N Y
Information List to provide Commu
choices and nity
options that Model
support defining
organizations,
such as
customers,
partners, and
suppliers, within
business flows.
Community Organization define lookup Commu up tions nd.applcore.l on
Lookups values that nity Core ookups.webs Standar
organizations,
such as
organization
size, and types.
Community Organization additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
Page 391 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
other values
entered in other
areas of the
page.
Community Organization Site additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
for people,
organizations,
and locations,
according to the
current date.
Page 392 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Person Task Manage setup Trading CRM N Y
choices and nity
options for Model
defining
persons, such
as consumers
and contacts.
Community Person Lookups define lookup Commu up tions nd.applcore.l on
persons, such
as employment
and marital
status.
contacts, such
as roles and
departments.
Community Person Profile define options Commu up tions nd.applcore.p on
Options for person nity Core rofiles.webse Profile
parties. Model Setup rvice.Profile Value
WS
Page 393 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Community Person Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Community Person Site additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 394 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
for people,
organizations,
and locations,
according to the
current date.
4 Define Location Task Manage setup Trading CRM N Y
choices and nity
options for Model
defining
Page 395 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
locations, such
as trading
community
addresses.
Community Location Lookups define lookup Commu up tions nd.applcore.l on
locations, such
as site usage
and address
validation
levels.
Community Location Profile define options Commu up tions nd.applcore.p on
locations, such Model Setup rvice.Profile Value
as automatic or WS
manual site
number entry.
Community Location additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
Page 396 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
for people,
organizations,
and locations,
according to the
current date.
4 Define Group Task Manage setup Trading CRM N Y
choices and nity
options for Model
defining groups,
such as
households.
5 Manage Group Task Review and Trading CRM Y Y oracle.apps.f Applicati
Lookups define lookup Commu nd.applcore.l on
values that nity ookups.webs Standar
provide choices Model ervice.Looku d
trading
Page 397 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
community
groups, such as
group types.
4 Define Customer Task Manage setup Trading CRM N Y

Account Information List tasks to provide Commu
choices and nity
options for Model
defining
customer
accounts.
Customer
accounts
typically pertain
to a financial
arrangement
made with an
external entity.
Account Lookups define lookup Commu up tions nd.applcore.l on
customer
accounts, such
as account role
types.
Page 398 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Account Descriptive Flexfields additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Site Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 399 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Account Site Use Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Contact Descriptive additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 400 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Account Contact Role additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Account Relationship additional fields Commu up tions nd.applcore.fl on
is not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 401 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Account Profile Options define options Commu up tions nd.applcore.p on
for managing nity Core rofiles.webse Profile
customer Model Setup rvice.Profile Value
accounts, such WS
as automatic or
manual account
number entry.
4 Define Hierarchy Task Define Trading CRM N Y
Information List organization Commu
and person nity
hierarchies Model
used in
transactional
and analytical
processes.
Types configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
hierarchy types, nity Core s/fnd/applcore/ ees.webservi Structur
such as Model Setup trees/ui/taskflo ce.TreeStruct e
customer and w/TreeStructur ureWS
party, used to eSummary.xm
categorize and l#TreeStructur
structure eSummary
hierarchies.
Labels configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
hierarchy nity Core s/fnd/applcore/ ees.webservi Label
labels, such as Model Setup trees/ui/taskflo ce.TreeStruct
global and w/FndLabelSu ureWS
subsidiary, mmary.xml#F
Page 402 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
used for ndLabelSumm
hierarchy tree ary
display.
5 Manage Hierarchy Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
your hierarchy
types, such as
customer and
party.
5 Manage Hierarchies Task Manage Trading CRM N Y crmCo CRM /WEB- Hierarch
organization Commu mmon Comm INF/oracle/app y
and person nity on s/cdm/foundati
hierarchies Model on/parties/publ
used in icUi/hierarchy/
transactional flow/PartyHier
and analytical archySearchT
processes. F.xml#PartyHi
Leverage the erarchySearch
capability to TF
define customer
hierarchies for
territory
dimensions and
to provide a
mechanism for
reporting over a
Page 403 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
hierarchy.
Financials
administrators
can define a
customer
hierarchy to
create paying
relationships.
5 Audit Trading Task Schedule and Trading CRM N Y crmCo CRM /WEB-
audit process to nity on Request-
validate trading Model taskflow.xml#
community ScheduleRequ
hierarchies est-taskflow
against a set of
validation rules.
If a hierarchy
does not pass a
validation rule,
the hierarchy is
updated to an
inactive status.
Generation process to nity on Request-
trading ScheduleRequ
community est-taskflow
party
hierarchies.
Page 404 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Define Trading Task Define and Trading CRM N Y
Community Import List configure data Commu
import setup nity
tasks such as Model
data quality
matching,
cleansing, and
enrichment
services,
conflict
resolution
options, error
reporting and
handling, and
what-if analysis
options.
related to data pWS Lookup
import batch
processing,
such as batch
status, batch
identifier, batch
configuration,
and process
status.
Page 405 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Profile Options define profile Commu up tions nd.applcore.p on
options for nity Core rofiles.webse Profile
managing the Model Setup rvice.Profile Value
data import WS
process.
5 Import Person and Task Import Trading CRM N Y crmCo CRM /WEB- Trading
Organization organization Commu mmon Comm INF/oracle/app Commu
and person nity on s/cdm/foundati nity
business Model on/bulkImport/ Organiz
objects and ui/flow/BatchS ation
associated child earchTF.xml# Profile
entities from BatchSearchT
external F
sources and
other
applications.
Optionally,
perform
deduplication,
validation, and
other data
enrichment
functions during
the import
process.
4 Define Trading Task Manage setups Trading CRM N Y
Community Common List to provide Commu
Configuration choices and nity
options that Model
support the
Page 406 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
defining of
various entities
in your
business
community. For
example,
configure
options used to
define contacts
within the
managing
customer
contacts
business flow.
Community Common Lookups define lookup Commu up tions nd.applcore.l on
defining and
managing
trading
community
members.
Community Common Profile define options Commu up tions nd.applcore.p on
trading Model Setup rvice.Profile Value
community WS
members, such
as manual or
Page 407 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
automatic
identifier entry.
Community Messages configure Commu up tions INF/oracle/app nd.applcore. on
messages for nity Core s/fnd/applcore/ messages.we Messag
trading Model Setup messages/ui/fl bservice.Mes e
community ow/ManageMe sageWS
validations. ssagesTF.xml
#ManageMess
agesTF
Community Document configure Commu up tions INF/oracle/app nd.applcore.d on
Sequences trading nity Core s/fnd/applcore/ ocseq.webse Docume
community Model Setup docseq/ui/flow rvice.DocSeq nt
document /ManageDocS WS Sequenc
sequences. equencesTF.x e
ml#ManageDo
cSequencesT
F
Community Tree Structures configure Commu up tions INF/oracle/app nd.applcore.tr on Tree
trading nity Core s/fnd/applcore/ ees.webservi Structur
community tree Model Setup trees/ui/taskflo ce.TreeStruct e
structures. w/TreeStructur ureWS
eSummary.xm
l#TreeStructur
eSummary
Page 408 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
any employees nity
or partner Model
members who
are to be
associated to
leads,
opportunities,
and territories
and given sales
credits or
compensated
for that work.
Define resource
profiles, skills,
role
assignments,
organization
membership
and team
membership.
5 Manage Resource Task Manage Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Note Type resource note Commu up tions nd.applcore.l on
pWS Lookup
Page 409 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
5 Manage Resource Task Manage Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Object
Note Type Mapping resource note Commu mmon Comm INF/oracle/app rmCommon.o Lookup
LookupMappin
g.xml#objects
LookupMappin
g
Note Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
pWS Lookup
WS
esourceSearc
Page 410 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
hTF.xml#Reso
urceSearchTF

resource roles nity
the resource
function and
which usually
correspond to a
set of jobs.
Roles are used
to facilitate
assignment of
appropriate
resources, and
to derive
reporting
relationship
within an
organization.
earchTF.xml# rvice
Page 411 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ResourceRole
SearchTF
5 Manage Resource Task Define lookup Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Role Lookups setup for Commu up tions nd.applcore.l on
pWS Lookup
5 Manage Resource Task Define Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Role Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
relationships nity
between Model
resources to
reflect the
organizational
structure within
a corporation,
and its partner
relationships.
Page 412 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
sourceOrgSea
rchTF
rgTF.xml#Man
agePartnerOr
gTF
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
Page 413 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
F.xml#Resour Member
ceOrgSearchT
F
4 Define Resource Team Task Define groups Trading CRM N Y
Information List of resources Commu
that work nity
together, Model
usually across
organization
hierarchy
boundaries. For
example, define
marketing
teams for
campaigns.
Page 414 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Team Descriptive Flexfields descriptive Commu up tions nd.applcore.fl on
teams. FlexfieldWS Flexfield
5 Manage Resource Task Define resource Trading CRM N Y crmCo CRM /WEB- Trading
Teams teams. Commu mmon Comm INF/oracle/app Commu
nity on s/cdm/foundati nity
ui/teams/flow/ e Team
ResourceTea
mSearchTF.x
ml#ResourceT
eamSearchTF
4 Manage Calendar Task Specify the Commo CRM Y Y fndSet Applica oracle.apps.f Applicati
Profile Option common n CRM up tions nd.applcore.p on
accounting Core rofiles.webse Profile
calendar. Setup rvice.Profile Value
WS
4 Manage Currency Task Specify the Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Profile Options corporate n CRM up tions nd.applcore.p on
currency. Core rofiles.webse Profile
Setup rvice.Profile Value
WS
4 Manage Data Task Specify if the Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Warehouse Profile Option Data n CRM up tions nd.applcore.p on
Warehouse is Core rofiles.webse Profile
to be enabled Setup rvice.Profile Option
WS
Page 415 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
4 Manage Public Unique Task Review and Commo CRM N Y fndSet Applica oracle.apps.f Applicati
Identifier Profile Options define the n CRM up tions nd.applcore.p on
public unique Core rofiles.webse Profile
identifier setup Setup rvice.Profile Value
options. WS
4 Manage Bulk Data Task Review and Marketin CRM N Y
Export List manage export g
objects and
schedule export
processes to
export business
objects to
external data
files.
5 Manage Export Task Review and Marketin CRM Y Y crmCo CRM /WEB- File
Objects register g mmon Comm INF/oracle/app Export
business on s/crmCommon Object
sales leads and flow/BulkExpo
opportunities, rtObjectsTF.x
intended for ml#BulkExport
export to data ObjectsTF
files.
5 Schedule Export Task Schedule the Marketin CRM Y Y crmCo CRM /WEB- File
Processes export of g mmon Comm INF/oracle/app Export
business on s/crmCommon Batch
sales leads, flow/BulkExpo
customers, rtTF.xml#Bulk
contacts, and ExportTF
Page 416 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
sales catalogs.
Customer Profile Classes customer profile bles ls ables ables INF/oracle/app nancials.recei bles
classes to s/financials/re vables.custo Custome
group and ceivables/cust merSetup.cu r Profile
maintain omerSetup/cu stomerProfile Class,
characteristics stomerProfile Classes.cust Receiva
of customer Classes/ui/flo omerProfileCl bles
accounts, such w/CustomerPr assService.C Custome
as ofileClassesM ustomerProfil r Profile
creditworthines ainFlow.xml#C eClassServic Class
s, business ustomerProfile e, Amount
volume, ClassesMainFl oracle.apps.fi
payment cycles, ow nancials.recei
and late charge vables.custo
policies. merSetup.cu
stomerProfile
Classes.cust
omerProfileCl
assService.C
ustomerProfil
eClassServic
e
Page 417 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Create Customer Task Create new Receiva Financia N Y Receiv Receiv /WEB- Custome
customers to bles ls ables ables INF/oracle/app r,
record and s/financials/re Receiva
account for ceivables/cust bles
transactions, omers/ui/flow/ Custome
transaction CustomerCrea r Profile,
activities, and teFlow.xml#C Receiva
other attributes ustomerCreat bles
of the customer eFlow Custome
relationship. r Profile
Amount,
Receiva
bles
Custome
r Site
Referen
ce
Account
3 Manage Customers Task Manage Receiva Financia N Y Receiv Receiv /WEB- Custome
customer bles ls ables ables INF/oracle/app r,
account and s/financials/re Receiva
site information, ceivables/cust bles
and the omers/ui/flow/ Custome
relationship with CustomersMai r Profile,
the customer. nFlow.xml#Cu Receiva
stomersMainFl bles
ow Custome
r Profile
Amount,
Receiva
bles
Page 418 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Custome
r Site
Profile,
Receiva
bles
Custome
r Site
Profile
Amount,
Receiva
bles
Custome
r Site
Referen
ce
Account,
Receiva
bles
Super
Entity
Profile,
Receiva
bles
Super
Entity
Profile
Amount
Page 419 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
set up ng
subledger
accounting
rules.
model used to ng
apply the
accounting
rules and
generate
entries.
nancials.subl er
ting.accounti on
ngMethodSet Setup,
Page 420 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
Page 421 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 422 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun er
ngMethodSet Assignm
up.sourcesSe ent,
ourcesServic er
e, Transact
oracle.apps.fi ion
edgerAccoun Setup
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 423 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
source ScheduleRequ
based on the
object
definitions after
creating or
modifying
transaction
objects.
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 424 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#AcctAttribu
tesFlow
accounting Accounti
methods and ng
their
subcomponents
such as journal
line rules,
description
rules, and
account rules,
which are
applied in the
generation of
accounting
entries.
Page 425 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun
ting.accounti
ngMethodSet
up.accountin
gMethodsSer
vice.model.A
ccountingMet
hodsService
ournalEntryRu
Page 426 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
leSetFlow
nancials.subl n
edgerAccoun
ting.accounti
ngMethodSet
up.journalLin
eRulesServic
e.model.Jour
nalLineRules
Service
Page 427 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
Page 428 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
onditionServi
ce
nancials.subl er
ngMethodSet Detail
up.descriptio
nRulesServic
e.model.Desc
riptionRulesS
ervice,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.descriptio
Page 429 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nRulesServic
e.model.Desc
riptionRulesS
ervice
attribute and ce
account.
Page 430 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
accounting
method after
making any
updates on the
journal entry
rule set
components or
Page 431 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
their
assignments on
the Accounting
Method page.

reference
balances.
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
Page 432 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
3 Manage Accounting Class Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Usages maintain the list er ls INF/oracle/app nancials.subl er
process can be ow
a report or any
other post-
accounting
program.
Page 433 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and journal ookupTF
entry types.
Fusion WS
Subledger
Accounting
behavior such
as enabling
diagnostics
which will
capture
transaction data
used in journal
entry
generation.
flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
Page 434 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
flexfields are
used to add
custom
attributes to
manual
adjustment
entries.
2 Define Transaction Account Task Define the rules Subledg Financia N Y
Rules List to derive er ls
accounts. ng
3 Define Sources Task Define the Subledg Financia N Y

List subledger er ls
application and Accounti
sources to be ng
used in
Transaction
Account Builder
setups.
Page 435 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.subl er
ting.accounti on
ngMethodSet Setup,
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 436 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
Page 437 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
3 Define Transaction Task Configure the Subledg Financia N Y
Accounts List rules to derive er ls
accounts on Accounti
subledger ng
transactions.
4 Manage Transaction Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Account Definitions maintain the er ls INF/oracle/app nancials.subl er
object that Accounti s/financials/su edgerAccoun Transact
groups the ng bledgerAccou ting.transacti ion
account nting/transacti onAccountBu Account
derivation rules onAccountBuil ilderService. Definitio
used to derive der/ui/flow/Tra model.Transa n,
default nsactionAccou ctionAccount Subledg
Page 438 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
accounts for ntDefFlow.xml BuilderServic er
transactions of #TransactionA e, Transact
an application. ccountDefFlo oracle.apps.fi ion
w nancials.subl Account
edgerAccoun Definitio
ting.transacti n Detail
onAccountBu
ilderService.
model.Transa
ctionAccount
BuilderServic
e
4 Manage Transaction Task Create and Subledg Financia N Y Ledger Ledger /WEB- Subledg
Account Types maintain the er ls INF/oracle/app er
types of Accounti s/financials/su Transact
accounts that ng bledgerAccou ion
can be derived nting/transacti Account
for a onAccountBuil Type
transaction, as der/ui/flow/Tra
well as the nsactionAccou
sources that ntTypeFlow.x
can be used for ml#Transactio
its derivation. nAccountType
Flow
Page 439 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
onditionServi
Page 440 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ce
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
SetsService
Page 441 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
onsService
2 Manage Revenue Task Define Revenu Financia N Y fndSet Applica oracle.apps.f Applicati
Management Descriptive validation and e ls up tions nd.applcore.fl on
Flexfields display Manage Core ex.webservic Descripti
properties of ment Setup e.Descriptive ve
flexfields for
Revenue
Management.
Descriptive
flexfields are
used to add
custom
Page 442 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
attributes to
entities.
2 Manage Revenue Task Review and Revenu Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Management Lookups maintain lookup e ls alCom al INF/oracle/app nancials.com s
values for Manage mon Comm s/financials/co monModules. Generic
Revenue ment on mmonModules appsLookups Lookup
Management. /appsLookups/ .appsLookup
upTF.xml#Ma e
nageGenericL
ookupTF
2 Manage Revenue Task Define Revenue Revenu Financia N Y fndSet Applica oracle.apps.f Applicati
Management Note Types Management e ls up tions nd.applcore.l on
note type to Manage Core ookups.webs Standar
extend lookup ment Setup ervice.Looku d
data for notes pWS Lookup
used with
revenue
compliance UIs.
2 Manage Revenue Task Define Revenue Revenu Financia N Y Receiv Receiv /WEB- oracle.apps.c Object
Management Note Type Management e ls ables ables INF/oracle/app rmCommon.o Lookup
Mapping note type to Manage s/crmCommon bjects.objects Mapping
extend lookup ment /objects/public Service.Obje
data for notes Ui/flow/objects ctService
used with LookupMappin
revenue g.xml#objects
Page 443 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
compliance UIs. LookupMappin
g
2 Manage Revenue Task Define Revenue Revenu Financia N Y fndSet Applica oracle.apps.f Applicati
Management Note Descriptive Management e ls up tions nd.applcore.fl on
Flexfields note descriptive Manage Core ex.webservic Descripti
flexfields to use ment Setup e.Descriptive ve
with revenue FlexfieldWS Flexfield
compliance UIs.
relationships nity
between Model
resources to
reflect the
organizational
structure within
a corporation,
and its partner
relationships.
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
Page 444 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
sourceOrgSea
rchTF
rgTF.xml#Man
agePartnerOr
gTF
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
Page 445 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
F.xml#Resour Member
ceOrgSearchT
F
3 Run Reporting Hierarchy Task Schedule and Trading CRM N Y crmCo CRM /WEB-
2 Define Resource Information Task Create Trading CRM N Y
List resources for Commu
any employees nity
or partner Model
members who
are to be
associated to
leads,
opportunities,
and territories
and given sales
credits or
compensated
for that work.
Define resource
Page 446 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
profiles, skills,
role
assignments,
organization
membership
and team
membership.
3 Manage Resource Note Task Manage Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Type resource note Commu up tions nd.applcore.l on
pWS Lookup
3 Manage Resource Note Task Manage Trading CRM N Y crmCo CRM /WEB- oracle.apps.c Object
Type Mapping resource note Commu mmon Comm INF/oracle/app rmCommon.o Lookup
LookupMappin
g.xml#objects
LookupMappin
g
3 Manage Resource Note Task Define Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Page 447 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
pWS Lookup
3 Manage Resource Profile Task Define profile Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Options options for Commu up tions nd.applcore.p on
WS
esourceSearc
hTF.xml#Reso
urceSearchTF
resource roles nity
the resource
function and
which usually
correspond to a
set of jobs.
Roles are used
to facilitate
assignment of
Page 448 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
appropriate
resources, and
to derive
reporting
relationship
within an
organization.
3 Manage Resource Roles Task Define resource Trading CRM Y Y crmCo CRM /WEB- oracle.apps.c Trading
roles. Commu mmon Comm INF/oracle/app dm.foundatio Commu
earchTF.xml# rvice
ResourceRole
SearchTF
3 Manage Resource Role Task Define lookup Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
pWS Lookup
3 Manage Resource Role Task Define Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
Page 449 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Standard Memo Task Create memo Receiva Financia N Y Receiv Receiv /WEB- oracle.apps.fi Receiva
Lines lines to assign bles ls ables ables INF/oracle/app nancials.recei bles
to transactions s/financials/re vables.transa Memo
for items that ceivables/tran ctionSetup.m Line,
are not sactionSetup/ emoLineTem Receiva
Inventory items. memoLineTe plates.memo bles
mplates/ui/flo LineTemplate Memo
w/MemoLineT Service.Mem Line
emplManageF oLineTemplat Referen
low.xml#Mem eService, ce
oLineTemplM oracle.apps.fi Account
anageFlow nancials.recei
vables.transa
ctionSetup.m
emoLineTem
plates.memo
LineTemplate
Service.Mem
oLineTemplat
eService
1 Define Collections Task Configure Advanc Financia Y Y
List components ed ls
specific to Collectio
business ns
requirements of
Collections
departments
and update
profile options,
lookups and
other common
Page 450 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
components as
required
2 Manage Aging Methods Task Determine the Advanc Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Collectio
grouping of ed ls ables ables INF/oracle/app nancials.colle ns Aging
receivables by Collectio s/financials/col ctions.aging. Bucket,
time to ns lections/aging/ agingService. Collectio
determine ui/flow/AgingB AgingService ns Aging
actions for ucketsFlow.x , Bucket
collections and ml#AgingBuck oracle.apps.fi Detail
reporting etsFlow nancials.colle
activities. ctions.aging.
agingService.
AgingService
2 Manage Collectors Task Create Advanc Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Collector
collectors and ed ls ables ables INF/oracle/app nancials.colle
assign them to Collectio s/financials/col ctions.collect
a profile class ns lections/collect or.collectorSe
or directly to a or/ui/flow/Man rvice.Collecto
customer ageCollector.x rService
account or site. ml#ManageCo
llector
2 Manage Dunning Task Configure Advanc Financia N Y Receiv Receiv /WEB- oracle.apps.fi Collectio
Configurations dunning rules ed ls ables ables INF/oracle/app nancials.colle ns
that specify Collectio s/financials/col ctions.corres Dunning
aged or staged ns lections/corres pondence.du Configur
methodology. pondence/ui/fl nningService. ation,
ow/Correspon DunningServi Collectio
Page 451 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
denceConfigM ce, ns
ainAreaFlow.x oracle.apps.fi Dunning
ml#Correspon nancials.colle Configur
denceConfigM ctions.corres ation
ainAreaFlow pondence.du Detail
nningService.
DunningServi
ce
2 Manage Collections Task Maintain Advanc Financia Y Y Receiv Receiv /WEB- oracle.apps.fi Collectio
Preferences individual ed ls ables ables INF/oracle/app nancials.colle ns
configuration Collectio s/financials/col ctions.setupQ Applicati
options specific ns lections/setup uestionnaire. on
to Oracle Questionnaire/ preferenceSe Preferen
Fusion ui/flow/Manag rvice.Prefere ce
Collections. ePreferences nceService
MainAreaFlow
.xml#Manage
PreferencesM
ainAreaFlow
2 Manage Collections Lookups Task Review and Advanc Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
maintain lookup ed ls alCom al INF/oracle/app nancials.com s
values for Collectio mon Comm s/financials/co monModules. Generic
collections such ns on mmonModules appsLookups Lookup
as dispute /appsLookups/ .appsLookup
reason and ui/flow/Manag Service.apps
unpaid reason. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
Page 452 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Collections Note Task Define type of Advanc Financia N Y fndSet Applica oracle.apps.f Applicati
Type notes used in ed ls up tions nd.applcore.l on
Oracle Fusion Collectio Core ookups.webs Standar
Collections. ns Setup ervice.Looku d
pWS Lookup
2 Manage Collections Note Task Configure note Advanc Financia N Y Receiv Receiv /WEB- oracle.apps.c Object
Type Mapping type used in ed ls ables ables INF/oracle/app rmCommon.o Lookup
Oracle Fusion Collectio s/crmCommon bjects.objects Mapping
Collections. ns /objects/public Service.Obje
LookupMappin
g.xml#objects
LookupMappin
g
2 Manage Collections Note Task Define Advanc Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and ed ls up tions nd.applcore.fl on
display Collectio Core ex.webservic Descripti
properties of ns Setup e.Descriptive ve
flexfields for
collections.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
Page 453 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Collections Task Task Review and Advanc Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Standard Lookups maintain lookup ed ls alCom al INF/oracle/app nancials.com s
values for Collectio mon Comm s/financials/co monModules. Generic
collections such ns on mmonModules appsLookups Lookup
as callback and /appsLookups/ .appsLookup
send a letter. ui/flow/Manag Service.apps
upTF.xml#Ma e
nageGenericL
ookupTF
2 Manage Collections Task Task Define profile Advanc Financia N Y fndSet Applica oracle.apps.f Applicati
Default Profile Option option settings ed ls up tions nd.applcore.p on
and values to Collectio Core rofiles.webse Profile
control ns Setup rvice.Profile Value
collections WS
behavior such
as callback.
1 Define and Maintain Task Define Financia Financia Y Y
Intercompany Processing List intercompany ls ls
Rules accounts and Commo
intercompany n
transaction Module
processing
rules to be used
for
intercompany
balancing and
intercompany
transactions.
Page 454 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Intercompany Task Define system Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Intercom
System Options options to ls ls INF/oracle/app nancials.com pany
manage Commo s/financials/co monModules. System
intercompany n mmonModules intercompany Option
transactions at Module /intercompany Setup.system
the enterprise Setup/ui/flow/ OptionServic
level. SystemOption e.SystemOpti
Flow.xml#Syst onService
emOptionFlow
2 Manage Intercompany Task Define Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Transaction Types processing ls ls INF/oracle/app nancials.com pany
rules to ensure Commo s/financials/co monModules. Transact
that n mmonModules intercompany ion Type
intercompany Module /intercompany Setup.transa
transactions are Setup/ui/flow/ ctionTypeSer
processed in a TrxTypeFlow.x vice.Transact
systematic way. ml#TrxTypeFl ionTypeServi
ow ce
2 Manage Intercompany Task Define period Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Period Status statuses to ls ls INF/oracle/app nancials.com pany
control the Commo s/financials/co monModules. Period
timing of n mmonModules intercompany Status
intercompany Module /intercompany Setup.period
transaction Setup/ui/flow/ StatusServic
processing. PeriodStatusFl e.PeriodStatu
ow.xml#Period sService
StatusFlow
Page 455 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Intercompany Task Define Financia Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Organizations organizations ls ls INF/oracle/app nancials.com pany
for diverse Commo s/financials/co monModules. Organiz
business needs n mmonModules intercompany ation
that represent Module /intercompany Setup.interco
the initiators Setup/ui/flow/ mpanyOrgani
and recipients OrganizationFl zationService
of intercompany ow.xml#Organ .Intercompan
transactions. izationFlow yOrganizatio
nService
2 Define Invoicing Options Task Define the rules Financia Financia N Y
List for generating ls ls
intercompany Commo
invoices. n
Module
3 Manage Intercompany Task Define the Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Customer Supplier Association intercompany ls ls INF/oracle/app nancials.com pany
trade Commo s/financials/co monModules. Custome
relationships. n mmonModules intercompany r and
Module /intercompany Setup.interco Supplier
Setup/ui/flow/ mpanyCusto Associati
CustomerSup merSupplierS on
plierFlow.xml# ervice.Interco
CustomerSup mpanyCusto
plierFlow merSupplierS
ervice
Page 456 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Intercompany Task Assign Oracle Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Receivables Assignment Fusion ls ls INF/oracle/app nancials.com pany
Receivables Commo s/financials/co monModules. and AR
assignments to n mmonModules intercompany transacti
override the Module /intercompany Setup.transa on types
default Oracle Setup/ui/flow/ ctionTypeMa mapping
Fusion ReceivableAs pService.Tra
Receivables signmentsFlo nsactionType
transaction w.xml#Receiv MapService
types and ableAssignme
memo lines for ntsFlow
particular
business units.
2 Define Transaction Account Task Define the rules Subledg Financia N Y
Rules List to derive er ls
accounts. ng
3 Define Sources Task Define the Subledg Financia N Y

List subledger er ls
application and Accounti
sources to be ng
used in
Transaction
Account Builder
setups.
Page 457 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
nancials.subl er
ting.accounti on
ngMethodSet Setup,
rvice.model.S er
e, Categor
edgerAccoun ion
ngMethodSet Type
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
Page 458 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
ting.accounti
ngMethodSet
up.eventsMo
delsService.
model.Events
ModelService
,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 459 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
registered or
updates are
made to any of
the following
after ledgers
are defined;
event model,
event class, or
event type.
rules. ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e
Page 460 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Define Transaction Task Configure the Subledg Financia N Y
Accounts List rules to derive er ls
accounts on Accounti
subledger ng
transactions.
4 Manage Transaction Task Create and Subledg Financia N Y Ledger Ledger /WEB- oracle.apps.fi Subledg
Account Definitions maintain the er ls INF/oracle/app nancials.subl er
object that Accounti s/financials/su edgerAccoun Transact
groups the ng bledgerAccou ting.transacti ion
account nting/transacti onAccountBu Account
derivation rules onAccountBuil ilderService. Definitio
used to derive der/ui/flow/Tra model.Transa n,
default nsactionAccou ctionAccount Subledg
accounts for ntDefFlow.xml BuilderServic er
transactions of #TransactionA e, Transact
an application. ccountDefFlo oracle.apps.fi ion
w nancials.subl Account
edgerAccoun Definitio
ting.transacti n Detail
onAccountBu
ilderService.
model.Transa
ctionAccount
BuilderServic
e
4 Manage Transaction Task Create and Subledg Financia N Y Ledger Ledger /WEB- Subledg
Account Types maintain the er ls INF/oracle/app er
types of Accounti s/financials/su Transact
accounts that ng bledgerAccou ion
can be derived nting/transacti Account
for a onAccountBuil Type
Page 461 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
transaction, as der/ui/flow/Tra
well as the nsactionAccou
sources that ntTypeFlow.x
can be used for ml#Transactio
its derivation. nAccountType
Flow
ml#accountRu ce, n,
nancials.subl er
edgerAccoun Account
ting.accounti Rule
ngMethodSet Detail,
up.accountR Subledg
ntRulesServi n
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
Page 462 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
up.accountR
ulesService.
model.Accou
ntRulesServi
ce,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.accounti
ngMethodSet
up.sharedSer
vice.model.C
onditionServi
ce
ngMethodSet
up.mappingS
etsService.m
odel.Mapping
Page 463 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
SetsService
edgerAccoun Ledger
ngMethodSet
up.sourcesSe
rvice.model.S
ourcesServic
e,
oracle.apps.fi
nancials.subl
edgerAccoun
ting.sharedS
etup.accounti
ngOptionsSer
vice.model.A
ccountingOpti
Page 464 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
onsService
2 Manage Intercompany Task Define rules to Financia Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Intercom
Balancing Rules assign ls ls INF/oracle/app nancials.com pany
intercompany Commo s/financials/co monModules. Balancin
receivables and n mmonModules intercompany g Rule
intercompany Module /intercompany Accounting.b
payables Accounting/ui/f alancingInter
accounts for low/IntercoSe companyRule
transactions archCreateUiS Service.Bala
unbalanced by hellTF.xml#Int ncingInterco
legal entity or ercoSearchCr mpanyRuleS
management eateUiShellTF ervice
entity.
2 Manage Ledger Balancing Task Assign Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Options accounts for the ls ls INF/oracle/app nancials.com Balancin
ledger to Commo s/financials/co monModules. g Option
balance n mmonModules intercompany
balancing Module /intercompany Accounting.b
segments 2 or 3 Accounting/ui/f alancingIntra
when a low/IntracoSe companyRule
transaction is archCreateUiS Service.Bala
unbalanced by hellTF.xml#Int ncingIntraco
balancing racoSearchCr mpanyRuleS
segments 2 or 3 eateUiShellTF ervice
only.
Page 465 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Intercompany Task Define Financia Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfield validation and ls ls up tions nd.applcore.fl on
display Commo Core ex.webservic Descripti
properties of n Setup e.Descriptive ve
descriptive Module FlexfieldWS Flexfield
flexfields for
intercompany
transactions.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
2 Manage Intercompany Task Manage value Financia Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfield Value Set sets to validate ls ls up tions INF/oracle/app nd.applcore.fl on
the content of a Commo Core s/fnd/applcore/ ex.webservic Flexfield
flexfield n Setup flex/vst/ui/publi e.ValueSetW Value
segment. Module cFlow/Manage S Set
ValueSetsTF.x
ml#ManageVa
lueSetsTF
2 Manage Intercompany Task Review and Financia Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup ls ls alCom al INF/oracle/app nancials.com s
values for Commo mon Comm s/financials/co monModules. Generic
intercompany n on mmonModules appsLookups Lookup
transactions, Module /appsLookups/ .appsLookup
such as ui/flow/Manag Service.apps
system- eGenericLook LookupServic
generated upTF.xml#Ma e
transactions nageGenericL
Page 466 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and ookupTF
transactions
requiring
approval.
2 Manage Intercompany Task Configure Inventor SCM N Y Logistic Logistic /WEB- oracle.apps.s Intercom
Transaction Flows relationships y s s INF/oracle/app cm.inventory. pany
between two or Manage s/scm/inventor intercompany Transact
more business ment y/intercompan Invoicing.invo ion Flow
units for the yInvoicing/invo iceRules.inter Header,
purpose of iceRules/ui/flo CompanyTra Intercom
initiating w/ScmInvRule nsactionFlow pany
financial sFlow.xml#Sc Service.Interc Transact
transactions mInvRulesFlo ompanyTrans ion Flow
between those w actionFlowSe Line
business units. rvice,
oracle.apps.s
cm.inventory.
intercompany
Invoicing.invo
iceRules.inter
CompanyTra
nsactionFlow
Service.Interc
ompanyTrans
actionFlowSe
rvice
Page 467 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
1 Define Hyperion Financial Task Define and General Financia N Y
Management Integration List manage options Ledger ls
that are used to
configure the
integration with
Hyperion
Financial
Management.
2 Define Hyperion Financial Task Define and General Financia Y Y
Management Configuration manage options Ledger ls
that are used
for
consolidation in
Hyperion
Financial
Management.
2 Define ERP Integrator Task Define and General Financia Y Y
Configuration for Hyperion List manage Ledger ls
Financial Management technical
configuration
options to
transfer
balances from
Fusion General
Ledger to
Hyperion
Financial
Management.
Page 468 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Register Source Task Register the General Financia Y Y
Applications for Hyperion source Ledger ls
Financial Management application to
Integration transfer
balances from
Fusion General
Ledger to
Hyperion
Financial
Management.
3 Register Target Task Register the General Financia Y Y
Applications for Hyperion target Ledger ls
Financial Management application to
Integration transfer
balances from
Fusion General
Ledger to
Hyperion
Financial
Management.
3 Configure Data Load Task Configure the General Financia Y Y
Accounting and Metadata for metadata to Ledger ls
Hyperion Financial transfer
Management Integration balances from
Fusion General
Ledger to
Hyperion
Financial
Management.
Page 469 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Member and Period Mappings mappings to Ledger ls
for Hyperion Financial transfer
Management Integration balances from
Fusion General
Ledger to
Hyperion
Financial
Management.
1 Define Budget Configuration Task Define and General Financia N Y
List manage options Ledger ls
that are used
for budgeting.
2 Define Budget Scenarios Task Define General Financia Y Y fndSet Applica oracle.apps.f Applicati
scenarios to Ledger ls up tions nd.applcore.fl on
track budgets Core ex.webservic Flexfield
for different Setup e.ValueSetW Value
periods or S Set
forecasts
2 Define Budget Configuration Task Define and General Financia Y Y
in Hyperion Planning manage options Ledger ls
that are used
for budgeting in
Hyperion
Planning.
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Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define ERP Integrator Task Define and General Financia Y Y
Configuration for Budgets List manage Ledger ls
technical
configuration
options to load
budgets from
Hyperion
Planning to
Fusion General
Ledger
3 Register Source Task Register the General Financia Y Y
Applications source Ledger ls
application to
load budgets
from Hyperion
Planning to
Fusion General
Ledger.
3 Register Target Task Register the General Financia Y Y
Applications target Ledger ls
application to
load budgets
from Hyperion
Planning to
Fusion General
Ledger.
Accounting and Metadata metadata to Ledger ls
load budgets
from Hyperion
Planning to
Page 471 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
Fusion General
Ledger.

Member and Period Mappings mappings to Ledger ls
load budgets
from Hyperion
Planning to
Fusion General
Ledger.
3 Configure Write-Back Task Configure the General Financia Y Y
Mappings write back Ledger ls
process to load
budgets from
Hyperion
Planning to
Fusion General
Ledger
1 Define Financial Reporting Task Define and General Financia Y Y
List manage Ledger ls
configuration
options for the
Fusion
Financial
Reporting
Center.
Page 472 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Define Financial Reporting Task Define and General Financia Y Y
Center Configuration List manage Ledger ls
technical
configuration
options for the
Fusion
Financial
Reporting
Center.
3 Define Essbase Database Task Define General Financia Y Y
Connections in Workspace database Ledger ls
connections to
connect to
Essbase in
Workspace.
3 Configure Financial Task Install Financial General Financia N Y
Reporting Studio Client for Reporting Ledger ls
Users Studio client for
users
3 Configure Smart View Task Install Smart General Financia N Y

Client for Users View client for Ledger ls
users to
perform
balance inquiry
2 Create Financial Statements Task Review, update, General Financia Y Y oracle.apps.fi Financial
and create Ledger ls nancials.gen Report
report eralLedger.in
definitions for quiry.analysis
management .frMigration.F
Page 473 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and statutory RMigrationSe
financial rvice
statements.
1 Define Transactional Business Task Define the Transac BI Y Y

Intelligence Configuration List configuration for tional
Oracle Busines
Transactional s
Business Intellige
Intelligence to nce
enable
business
intelligence
reporting with
the Oracle
Fusion
Applications.
2 Optimize Transactional Task Trim unused Transac BI Y Y
Business Intelligence projects from tional
Repository the Busines
Transactional s
Business Intellige
Intelligence nce
repository file
based on
configured
Oracle Fusion
offerings.
Page 474 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
2 Manage Transactional Task Review data Transac BI Y Y
Business Intelligence source tional
Connections connections in Busines
the physical s
layer of the Intellige
Transactional nce
Business
Intelligence
repository file.
2 Manage Security for Task Review security Transac BI Y Y
Transactional Business for tional
Intelligence Transactional Busines
Business s
Intelligence Intellige
users. nce
2 Define Oracle Fusion Data Task Review Transac BI Y Y
Extensions for Transactional List functional tional
Business Intelligence Oracle Fusion Busines
setups to be s
used in Intellige
Transactional nce
Business
Intelligence.
3 Configure Key Flexfields Task Define the Transac BI N Y oracle.apps.f Applicati
for Transactional Business Transactional tional nd.applcore.fl on Key
Intelligence Business Busines ex.webservic Flexfield
Intelligence key s e.KeyFlexfiel
flexfield Intellige dWS
segments and nce
validation for
use as
Page 475 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
classification
keys. These
key flexfields
must be defined
for the
Transactional
Business
Intelligence to
operate
correctly.
3 Configure Descriptive Task Define Transac BI N Y oracle.apps.f Applicati
Flexfields for Transactional validation and tional nd.applcore.fl on
Business Intelligence display Busines ex.webservic Descripti
properties of s e.Descriptive ve
descriptive Intellige FlexfieldWS Flexfield
flexfields for nce
Transactional
Business
Intelligence.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Import Essbase Cubes Task Import Essbase Transac BI Y Y
into Transactional Business cubes into tional
Intelligence Repository for Transactional Busines
Financials General Ledger Business s
Intelligence Intellige
repository. This nce
Page 476 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
task is required
for Oracle
Fusion General
Ledger.
2 Manage User Currency Task Manage user Transac BI Y Y

Preferences in Transactional currency tional
Business Intelligence preferences in Busines
Transactional s
Business Intellige
Intelligence. nce
1 Define Extensions for Task Configure Financia Financia Y Y
Financials List specific ls ls
extensions for Commo
customization n
of Financials. Module
2 Define Custom Enterprise Task Set up custom Financia Financia Y Y
Scheduler Jobs for Financials List jobs using the ls ls
Enterprise Commo
Scheduler n
Service Module
configuration for
Financials.
3 Manage Custom Task Manage custom Financia Financia N Y Payabl Payabl /WEB- oracle.apps.a Enterpris
Enterprise Scheduler Jobs for Oracle ls ls es es INF/oracle/app tk.essMeta.s e
Payables and Related Enterprise Commo s/atk/essMeta/ etup.service. Schedul
Applications Scheduler jobs n publicUi/flow/A AtkESSJobL er Job
and their list of Module tkEssSrsMana OVSourceSe List of
values sources gerFlow.xml# rvice Values
for Payables AtkEssSrsMan Source
Page 477 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
and related agerFlow
applications
such as Assets,
Expenses, and
Payments.
3 Manage Custom Task Manage custom Financia Financia N Y Receiv Receiv /WEB- oracle.apps.a Enterpris
Enterprise Scheduler Jobs for Oracle ls ls ables ables INF/oracle/app tk.essMeta.s e
Receivables and Related Enterprise Commo s/atk/essMeta/ etup.service. Schedul
for Receivables AtkEssSrsMan Source
and related agerFlow
applications
such as
Advanced
Collections and
Payments.
3 Manage Custom Task Manage custom Financia Financia N Y Ledger Ledger /WEB- oracle.apps.a Enterpris
Enterprise Scheduler Jobs for Oracle ls ls INF/oracle/app tk.essMeta.s e
Ledger and Related Enterprise Commo s/atk/essMeta/ etup.service. Schedul
for Ledger and AtkEssSrsMan Source
related agerFlow
applications
such as
General Ledger
and Subledger
Accounting.
Page 478 of 479

Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Object
Level
ADF Task
3 Manage Custom Task Manage custom Financia Financia N Y Financi Financi /WEB- oracle.apps.a Enterpris
Enterprise Scheduler Jobs for Oracle ls ls alCom al INF/oracle/app tk.essMeta.s e
Financial Common Enterprise Commo mon Comm s/atk/essMeta/ etup.service. Schedul
Applications Scheduler jobs n on publicUi/flow/A AtkESSJobL er Job
for Financial AtkEssSrsMan Source
Common and agerFlow
related
applications
such as
Financials
Common
Module, Legal
Entity
Configurator,
and Tax.
Page 479 of 479

Setup Task Lists and Tasks

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Setup Task Lists and Tasks

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Functional Setup Report Date: 5/24/16 3:19 AM

Setup Task Lists and Tasks

4 Define Chart of Task Create and General Financia Y Y

4 Define Financial Setup Task Define financial General Financia N Y

3 Deploy WebLogic Task Configure Trading CRM Y Y

4 Define Product Tax Task Configure Tax Financia Y Y

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1 Define Invoicing and Payments Task Define and Payable Financia Y Y

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2 Define Payables Task Define setup to Payable Financia Y Y

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