Implementation Steps for Fusion Inventory

S.N Description Task Value

o
1 Create Implementation users for Enterprise Structure Configuration Create Display Name :
Implementatio a01_Imp_User
n users User Name :
a01_Imp_User
Password :
Oracle123
2 Roles for a01 Roles tabbed ALL USERS
region Application
implementation
Consultant
IT Security
manager
Employee
3 Configure Offerings
4 Create Implementation Project
5 Manage Enterprise HCM Information. The start date must point to 1/1/1951 so that any Manage This is a one time
employee record, who has joined in the year 1960 can even be pulled into the system. Enterprise definition of the top
Ensure People Group Flexfield is populated. HCM Enterprise. To be
Information done only in the
beginning of
enterprise structure
configuration..
6 Create Locations 0, 1 and 2 Manage Name & Code :
Locations a01_loc_0
a01_loc_1
a01_loc_2
Location set :
Common set
Fill Address
7 Create legal Jurisdictions. It has three 1 ) Identifying , 2) Income-Tax and 3) Manage Legal Name “
Transaction Tax Jurisdictions a01_Legal_Juri
Territory : US
Prepared By A01
 Legislative
Category : Federal
tax
Reg. Code : LE
Reg. No.
Legal Rep. Unit
Reg. Code : LRU
Reg. No.
Legal Function :
Income Tax Control
8 Create Legal Authorities for Paying and Reporting Taxes Manage Legal Tax Authority
Authorities Type : Reporting
Legislative
categories :
Transaction Tax
9 Create our Legal Address Manage Legal a01_legal_Addr1
Address
10 Manage Legal Entity Manage Legal Name & identifier :
Entity a01_LE
Legal Employer
Payroll Sta. Unit :
DONOTUSE4
11 Manage Legal Entity HCM Information. Select the LE in scope before the task. Manage Legal Under Position
Entity HCM Synchronization,
Information put a tick on Jobs
and Positions = Yes
and submit. In
payroll statutory
unit tabbed region
associate LDG
12 Manage Chart Of Accounts Value Sets Manage Chart a01_CO , Ind ,
Of Accounts Char, Length :2
Value Sets a01_Dept , Ind ,
Char, Length :3
a01_Acct , Ind ,
Char, Length :4
13 Manage Accounting Calendars. It self validates , upon saving. Manage Name :
Prepared By A01
 Accounting a01_Acctg_Cal
Calendars Budgetary Control
Only : NIL
Monthly, Adj period
at year end
14 Manage Chart Of Account Structures. For Application General Ledger…Manage Manage Chart Name : a01_COA
Structures. Attach the respective value sets. Of Account Segments :
Structures a01_Company…..
Primary Bal. Seg
a01_Dept…. Cost
centre
a01_Account…..
Natural Account
15 Manage Instance Code :
Structure a01_COA_Instance
Instances Dynamic Insert
button allowed.
16 Deploy Concurrent runs.
Flexfield button
17 Manage Chart Of Accounts Value Sets…. query all value sets. Segmental qualifiers Manage Chart CO : 10,11
Summary = No, Allow budgeting = Yes , Allow Posting = Yes for all accounts of Of Accounts Dept : 100, 101
Company and department Value Sets Acct : 1000, 1 ,2 , 3
Manage
Values Button
18 For natural Accounts.. Segmental qualifiers Summary = No, Allow budgeting = Yes , Manage Chart 1000 – Asset
Allow Posting = Yes. Account type as per last column. Of Accounts 1001 – Liability
Value Sets 1002 – Expense
Manage 1003 – Owners
Values Button Equity
19 Manage Primary Ledgers Manage Primary Ledger :
Primary a01_Ledger
Ledgers COA : a01_COA
Cal :
a01_Acctg_Cal
Cur : USD
Convention :
Standard Accrual
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20 Specify Ledger Options Manage Specify Retained
Primary earnings Account
Ledgers and language. Save
21 Assign Legal Entities…Select and Add Assign Legal Scope is selected
Entities as a01_LE
22 Assign Balancing Segment Values to Legal Entities: a01_Ledger Assign Ledger and LE are
Balancing tied.a01_ledger is
Segment to tied to a01_LE
Legal Entities:
23 Review and Submit Accounting Configuration: a01_Ledger Review and Submit. Create
Submit Accounting process
Accounting is submitted.
Configuration:
24 Manage Primary Ledgers Manage Look at the status
Primary “confirmed” with a
Ledgers tick mark for our
Ledger
25 Open the first period. On the left pane in bottom search for “period” Open first Choose our Ledger.
period Submit the
concurrent for say
Nov-15, if that is
your current month.
Verify on the
scheduled process
26 Manage Business Units Manage Create
Business Units a01_BU1..Location
: a01_Loc1 ,
27 Assign Business Unit Business Function. Upon saving the BU roles get provisioned to Assign Scope : Select and
the BU Business Unit add : a01_BU1
Business Business functions :
Function Materials
Management
Requisitioning
Receiving
Primary ledger :
a01_ledger
Below legal entity
Prepared By A01
 …Enabled
Legal entity :
a01_LE
28 Manage Business Unit Set Assignment. Here use the common set for procurement. Manage We use Common
Other modules may use a different Reference Data sets for their functionality. Business Unit set for the three
Set Reference data
Assignment Objects Locations,
Jobs and
Departments. Do
not modify others.
29 Manage Business Units..Go to Actions…Manage Service providers Manage View the service
Business Units providers
30 View Service clients View Service View Service
clients Clients
Create custom role and attach it to implementation user.
36 Manage Job Manage Job a01_JM1 Code
7001Level : 7001
a01_AM1 ,
Code7002Level :
7002
a01_DM1 Code
7003Level : 7003
37 Manage Department Manage a01_Dept
Department
38 Manage Positions. They are date effective names. It must show your above jobs. If not, Manage a01_JMM1 Code
change the start date to point to Enterprise start date Positions 4001
a01_ AMM1 Code
4002
a01_DMM1 Code
4003
39 Create employment for procurement Requesters. Last name and first name are must New Person a01_emp1
for the system to provision Users for transactions. Make them as an employee and under HCM a01_user1 as user.
associate to a01_LE with their respective jobs JM , AM etc
40 Assign Roles to all the 3 Procurement Requestors. Go to OIM thro’ the task Create Create Provision all rolls
implementation users implementation to this user.
users Application
Implementation
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 Consultant
IT Security
manager
Employee
Procurement
Requesters
Procurement
preparers
Advanced
Procurement
Requestor
Product Data
Steward
Inventory Manager
Global Order
Promising
Administrator
Supply Chain
Application
Administrator
Supply Chain
Integration
Specialist
Supply Chain
Operations
Manager
Supply Chain
controller
Supply Chain
Planning
Applications
Administrator
Receiving agent
Warehouse
Prepared By A01
 Manager
Custom Human
Specialist role
Procurement
Manager
Accounts
Payables...Manager
, Specialist and
Supervisor.
Product Data
Steward
Supplier Manager
Supplier
Administrator
General Accountant
General Accounting
Manager
Shipping Agent
41 Item Org Creation Manage Item
Organizations
42 Manage Facility Shifts. Inventory orgs allows 24 hour transactions, irrespective of the 8 Manage
hours of work defined here. Facility Shifts
43 Manage facility workday Patterns Manage facility
workday
Patterns
44 Manage facility Schedules Manage facility
Schedules
45 Inventory org Creation - Master and two Child orgs Manage
Inventory
Organizations
46 Tie org to Locations Manage
Locations
47 Create Sub Inventories. Provide location for every sub Inv Manage
Subinventories
and Locators
48 Manage Carriers Manage
Carriers
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49 Manage Transit Times Manage
Transit Times
50 Manage Data Access for Users. Provide access for both the child orgs for Inventory Manage Data
Manager , Receiving agent & Warehouse Manager roles. Access for
Users
51 Category Sets and Categories in E Business
52 Catalogs and Categories in Fusion
53 Manage Item Status Manage Item
Statuses
54 Manage Life cycle Phases Manage
Lifecycle
Phases
55 Transaction Reasons Manage
Inventory
Transaction
Reasons
56 Costing Setups
57 Item Class Creation Manage Item
Classes
58 Item Creation
59 Miscellaneous Receipt
60 Push to Costing and cost the transaction

Basic Procurement Setup

61 Specify Supplier Numbering
62 Manage Procurement Agent
63 Manage Freight Terms Lookup
64 Manage Procurement Document Numbering
65 Manage Common Options for Payables and Procurement
66 Configure Requisitioning Business Function
67 Configure Procurement Business Function
68 Manage Mapping Set for Material Charge Account
69 Supplier Creation

Inventory Controls
Prepared By A01
70 Serial Control
71 Lot Control
72 Org Controlled and Master Controlled attributes
73 Revision Numbers
74 Revision Control and Locator Control
75 Sub Inventory Restriction
76 Locator Restriction
77 Material Status Control

Inventory Material Transfers

78 Miscellaneous Receipt
79 Miscellaneous Issue
80 Review completed Transactions
81 Transaction Source
82 Transaction Types
83 Account alias Transfer
84 Sub Inventory Transfers
85 Picking Rules
86 Movement Requests
87 Item Transaction Defaults
88 Inter org transfers - direct
89 Inter org Transfers - Intransit

Inventory Replenishments
90 Min Max Setup for Org Level sourcing
91 Print Min-Max Planning Report
92 Process Supply Chain orchestration
93 Basics of Shipping in E Business
94 RSR , PSGR and RR in E Business
95 4 Methods of Pick Release in E Business
96 Ship Confirm Rule in E Business
97 RSR , PSGR and Ship Confirm rule in Fusion
98 Pick wave, Movement Requests and Auto Pick Confirm process in Fusion
99 Ship Confirmation
100 Receipt of Material in Destination org
Prepared By A01
101 Min Max Planning for Supplier Sourcing
102 Min Max Planning for sub Inventory sourcing
103 Min max Planning for sub Inventory sourcing with Transfer Orders

Inventory Accuracy
104 ABC Analysis
105 Cyclic Counting
106 Physical inventory

Inventory Fundamentals
107 Item Defining Attributes
108 Status Attributes
109 Asset Item and Expense Item
110 Asset and Expense Sub Inventories
111 Sub Inventory features like nettable, Depreciable, Quantity tracked
112 Attribute groups
113 Status codes
114 Item Types
115 Item Relationships
116 Units of Measure - Primary and Secondary
117 Use of Categories in Purchasing

PO Receiving
118 Direct , Standard and Inspection Receipt Routing
119 Corrections
120 Return to supplier
121 Substitute receipts
122 Unordered receipts
123 Process all lines together
124 Print Receipt Traveller
125 Include closed POs for receipts
126 Allow routing override
127 Blind Receiving
128 Other controls in receiving parameters
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129 Setting Payabes-Invoice Options
130 Open periods of GL and AP
131 Create a ERS invoices upon receipt with summary level as pay site and Receipt
132 Debit memo on RTS

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