Accounting Setup Manager

Accounting Setup Steps

In R12, Accounting setup steps are divided into 3 parts as follow:

1. Create Accounting Structure


2. Define Accounting Options


3. Complete Accounting Setup

Detailed documentation to be uploaded tomorrow

Apologies

Shameem Bauccha

23 June 2009

Oracle Apps - R12 - High Level Setup for OLM

The checklist below should give you a high level overview of setup for the Oracle Learning Management Module (previously OTA):

1. Define Menus and Responsibilities


2. Set HR and OTA profile options


3. Define Training Organizations


4. Define OLM Lookup Values


5. Enable Currencies


6. Define Training Resource Key Flexfield


7. Define Enrollment Statuses


8. Define Enrollment Justifications


9. Define Delivery Modes


10. Set OTA Waitlisting Options


11. Schedule Concurrent Programs (requests)
    
    
    
    1. Enrollment and Waitlisting
       
       
       
       1. Enrollment Cancellation and Automatic Waitlisting
       
       
       
       
    
    
    2. Learning Path Reminder
       
       
       
       1. Send Learning Path Completion Target Notifications
       
       
       2. Send Learning Path Component Completion Target Notifications
       
       
       
       
    
    
    3. Learning Certification Reminder
       
       
       
       1. Send Certification Notifications
       
       
       2. Synchronize Certification Subscriptions with Class Enrollments
       
       
       3. Update Certification Subscription Status to Expired
       
       
       
       
    
    
    4. Class Notifications
       
       
       
       1. Send Class Beginning Notifications to Waitlisted Learners
       
       
       2. Remind Instructors Prior to Class or Session Start
       
       
       
       
    
    
    
    


12. Assign Roles to Users

Shameem Bauccha

18 June 2009

Oracle Apps - R12 - High Level Setup for Core HR

Basic Administration Checklist

Define the following Key Flexfields

1. Job (Human Resources)


2. Position (Human Resources)


3. Grade (Human Resources)


4. Competence (Human Resources)


5. People Group (Payroll)


6. Cost Allocation (Payroll)

Define Descriptive Flexfields where required:

1. Additional Job Details (Human Resources)


2. Additional Position Details (Human Resources)


3. Additional Organization Unit Details (Human Resources)

Complete the following Work Structures Checklist:

1. Define Locations


2. Define Business Group


3. Define Other Organizations


4. Define Organization Hierarchies

Define Roles

1. Define Jobs


2. Define Positions


3. Define Grades


4. Define Position Hierarchies

Person Types and Assignment Statuses

1. Define Person types


2. Define Assignment Statuses for Employees

Profile Options & Lookups

1. Set Profile Options


2. Configure Lookups if required

Localization

1. Run International HRMS setup (if required)

Shameem Bauccha

18 June 2009