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fer Setup Manager:
Bh n-tra
no Enabling Offerings for Initial
Use

Course Addendum
December 2016

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 Contents
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1 Functional Setup Manager: Enabling Offerings for Initial Use

Objectives 1-2
Implementing Oracle Fusion Applications 1-3
Key Benefits 1-4
Navigating to Functional Setup Manager 1-5
Functional Setup Methodology 1-6
Working with the Offerings Page 1-7
Working with Configure Offerings 1-8 s a
Progressive Decision Making with Offering Hierarchy 1-9 h
) a
o m
p e c uide
Enabling Offering and Functional Areas for Implementation 1-10
Selecting Feature Choices 1-11
@ h nt G
Summary 1-12 r
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iii
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 1
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Functional Setup Manager: Enabling

Offerings for Initial Use
Course Addendum

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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

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 Objectives

Aft completing
After l ti thi
this llesson, you should
h ld bbe able
bl to
t do
d the
th ffollowing:
ll i
Describe the applications implementation process.
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates

Navigate to Oracle Fusion Functional Setup Manager.

Identify the Functional Setup Methodology.
Enable offerings, functional areas, and features for initial use.

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p e c uide
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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -k his S
r e d se t
a r ath Functional
This lesson introduces you to Oracle Fusion
t o u Setup Manager.
( b h
e n se
d d y l ic
Re rab l e
r t h
a nsfe
a
Bh n-tra
no

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 2

 Implementing Oracle Fusion Applications
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Financials

Lines
of
Business Sales

Oracle Fusion
Functional Setup Manager
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)h a
mWorkforce
co Deployment
p e u ide
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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -k his S
r e d se t
Functional Setup Manager (FSM) is ana
r th toinuOracle Fusion Applications suite, which is used
application
h a
to implement all Oracle Fusion Applications
b e
sofferings. FSM provides an efficient and consistent
y
implementation process for the (entire c e n
applications implementation life cycle. The life cycle includes
d d l i
R a b le
e implementation,
the planning, configuration, deployment, and ongoing maintenance steps of the

a r s fer
a hthenapplications.
functional setup tof Using FSM, you can:
h -traimplementation requirements and plan accordingly.
BUnderstand
non applications to match your business needs.
Configure
Get complete visibility to set up requirements through guided, sequential task lists.
Enter setup data through easy-to-use user interfaces available directly from the task lists.
Export and import to rapid-start functional setup at different instances.
Validate setup by reviewing setup data reports.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 3

 Key Benefits

FSM kkey b
benefits
fit provide:
id
Self-service administration.
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Complete transparency.
Configurable and extensible features.
Reusable templates for rapid start and consistency across applications.
Comprehensive reporting.

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d y -
r e d e th
Self-service administration: An
r a h to uguided
tintegrated, s process for planning, configuration,
implementation, deployment,
( b haand maintenance
n se enables management of all aspects of
d y
functional setup of Oracle Fusion
l i c e applications at the business user level.

d
e ableAuto-generated, sequential task lists include prerequisites and
Complete transparency:
R
h sfer to give full visibility to end-to-end setup requirements of Oracle Fusion
address
a r atdependencies
h -tran
Bapplications.
n on
Configurable and extensible: Prepackaged list of tasks for setting up Oracle Fusion
applications can be easily configured and extended to better fit with the business
requirements.
Reusable for rapid start: Specific implementations can be templatized to facilitate reuse
and rapid start of consistent Oracle Fusion applications setup across many instances.
Comprehensive reporting: A set of built-in reports help to analyze, validate, and audit
configurations, implementations and setup data of Oracle Fusion applications.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 4

 Navigating to Functional Setup Manager

The O
Th Oracle
l F
Fusion
i applications
li ti workk area for
f Functional
F ti l Setup
S t Manager
M is
i called
ll d S
Setup
t and d
Maintenance. Users with any of the Functional Setuprelated enterprise roles use one of the
following two paths to navigate to Setup and Maintenance work area:
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1. Settings and Actions > Administration > Setup and Maintenance

a. The Settings and Actions menu is accessed by clicking the user name.
2. Navigator > Setup and Maintenance

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Functional Setup Manager: Enabling Offerings for Initial Use 1 - 5

 Functional Setup Methodology

G id d P
Guided Process ffor A
Application
li ti IImplementation
l t ti Lif
Life C
Cycle
l

Application Implementation Lifecycle

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Export/ Transact Maintain

Plan Configure Implement Import

Offering Setup Export Offering Setup

Configure or Data or Manage
Offerings Offerings Implementation Configuration
s a Task Search
Projects Packages a
)h
F ti l Setup
Functional S t Manager
M Modules
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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -
r e d e th
Whether you are implementing Oracle Fusion
r a th applications
t o us for the first time or making incremental
( b ha Functional
change to an existing implementation,
n se Setup Manager provides an end-to-end guided
d y
process for managing your functional
l i e
c throughout the entire implementation life cycle.
setups
d le
e implementation
b
t h R
Every phase of application
r a life cycle is supported by Functional Setup Manager.
Each step builds
a r s fedecisions you make in the previous steps to provide a fully integrated
a uponnthe
Bh n-tra
applications implementation process. You::
no implementation requirements, design setup, and plan overall implementation using
Analyze
Offerings.
Offerings
Configure applications to match your business requirements using Configure Offerings.
Following a predefined list of tasks required for the features you selected to implement using
Offering Setup or Generate setup tasks using Manage Implementation Projects.
Export and import setups from one Oracle Fusion Applications instance to another using
Export Offering Setup or Manage Configuration Packages.
Maintain setup over time by searching and performing tasks from Search.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 6

 Working with the Offerings Page
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d y -
r e d e th
Implementers should start planning Oracle

thFusion us
Applications implementation from the Offerings
a r a t o
page in the Setup and Maintenance
( b e se
h work narea.
Before starting to implement,
d d ythe implementers
l ic need to understand what functionality is offered by
e
R rab
Oracle Fusion Applications, l
comparee them with the business requirements, and then plan for
implementationr t h fe
aaccordingly.
s
a n
Bhwhich
Offerings,
n - traaself-service portal, shows all Oracle Fusion Offerings in a single interface
is
no
allowing implementers to easily get an overview of the applications.
A standard set of reports for each Offering, which shows detailed information on various
implementation requirements, is also provided.
The reports help implementers to plan for decisions that need to make in the later phases of
the implementation.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 7

 Working with Configure Offerings
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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -
r e d e th
th to usshould use Configure Offerings to select the
After finishing analysis of the Offerings,aimplementers
r
Offerings, Functional Areas, and Features
( b ha nthat seare applicable to their business.
Why Configure Offerings? dy l ic e
d l e

t h Re the
How you configure r b
aOfferings determines how Oracle Fusion application setups and
ra aprocesses
transactional s f e work in your implementation. For setup, when Functional Setup
h a t r n
BManagern -generates a list of setup tasks during the implementation phase, only those tasks
n o
needed to implement the selected Offerings, Functional Areas, and Features are included in
the task list
list. Therefore,
Therefore you get a targeted task list necessary to meet their implementation
requirements while irrelevant tasks are excluded.
For transactional processes, application functionality and controls such as, form region, table
columns, buttons, or links, could be displayed or be hidden according to your Offering
configuration.
Although offering configuration can be changed any time, the changes are not influence on
any of the existing implementation task lists
lists. However,
However results of the changed configuration
are reflected in any new implementation task list generated after making the change.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 8

 Progressive Decision Making with Offering Hierarchy

S l
Sales Locall Install
L I t ll off
(Offering) Help (Feature)
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Quotas (Functional Help Customization

Area) (Feature)

References
(Functional Area) Custom Help
y ((Feature))
Security

Sales Forecasting
(Functional Area)

Partner s
(Functional Area)

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Partner BI a
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Analytics
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d y -
r e d e th
Offering, Functional Areas, and Features
r a h organized
tare t o us in multilevel hierarchy to help implementers
in making decisions progressivelyh
b a configuration
during se of Offerings. If an implementer decides that
y (
certain module/application functionality c e
is n
not applicable to his/her implementation, then making
d d l i
e able functionality that depends on the first one becomes
decision on other modules/application
R
r th Setup
irrelevant. Functional
aparents.s f erManager, therefore, presents the Functional Areas and Features in the
a
context of their n
Bh n-tra
no

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 9

 Enabling Offering and Functional Areas for Implementation

An Off
A Offering
i or its
it Functional
F ti l Areas
A can either
ith bbe selected
l t d or nott selected
l t d ffor
implementation. You select or deselect the Enable For Implementation check box to
specify your selection.
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates

The Provisioned column in Configure Offerings shows whether or not an Offering is

provisioned.
Although Functional Setup Manager does not prevent users from enabling Offerings
that have not been provisioned,
provisioned ultimately users are not able to perform the tasks
needed to enter setup data for those Offerings.
When a user starts configuring a nonprovisioned Offering, Functional Setup Manager
shows a warning message explaining the consequence.

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Functional Setup Manager: Enabling Offerings for Initial Use 1 - 10

 Selecting Feature Choices

If the
th selected
l t d Offerings
Off i and
d Functional
F ti l Areas
A have
h dependent
d d t features,
f t those
th features
f t
are applicable when the corresponding Offering and Functional Area is implemented.
In general, the features are set with default configuration based on their typical
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates

usage. Implementers should always:

Review the available feature choices for their selected Offerings and Functional
Areas.
Configure
C fi th
the ffeatures
t as appropriate
i t for
f their
th i implementation.
i l t ti

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Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -
r e d e th
r th types
A Feature provides one of the followingathree
t o usselection choices:
of
Yes/No: If a Feature can ( b ha apply
either n seor not apply to an implementation, a single check box is
d
presented for selection. e
y Userslicselect or deselect to specify yes (if it applies) or no (if it does
d
e abFor
not apply), respectively. le example, when implementing Sales offering, companies or
R
enterprises
a r fer decide to use Local Installation of Help or not.
ath cannseither
h Select:
BSingle - tra If a Feature has multiple choices but only one can be applicable to an
no n
implementation, selection choices are presented as radio buttons. Users are able to turn on
only one of the choices
choices. For example
example, when implementing Financials offering a company or
an enterprise can choose to implement Subledger Accounting Method or Subledger
Applications Method, but not both.
Multi-Select: If the Feature has multiple choices but one or more can be applicable to an
implementation, then feature choices are presented as check boxes. Users select all that
applies by selecting the appropriate choices. For example, in Incentive Compensation
(Offering), companies or enterprises can choose to implement reporting hierarchy as
Supervisor Hierarchy, Resource Management Hierarchy, or both.

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 11

 Summary

I this
In thi lesson,
l you should
h ld hhave llearned
dhhow tto:
Describe the applications implementation process.
Unauthorized reproduction or distribution prohibited Copyright 2016, Oracle and/or its affiliates

Navigate to Oracle Fusion Functional Setup Manager.

Identify the Functional Setup Methodology.
Enable offerings, functional areas, and features for initial use.

s a
h
) a
o m
p e c uide
@ h nt G
r
a tude
u m Copyright 2016, Oracle and/or its affiliates. All rights reserved.

d y -k his S
r e d se t
a r ath e to u
y (bh icens
e dd ble l
t h R ra
a r a nsfe
Bh n-tra
no

Functional Setup Manager: Enabling Offerings for Initial Use 1 - 12