Functional setup Manager
Hello, and welcome to Introducing Functional Setup Manager. So what are
our learning objectives? After completing this lesson, you should be able to explain the benefits and key conc
epts of Functional Setup Manager, use the opt
in feature to enable offerings, functional areas, and features, manage setup data, use export and import to set u
p your data, explain how to migrate data you set up from test to production. This slide lists the topics that will
be discussed during the lesson-- knowledge prerequisites and key resources, using Functional Setup Mana
ger, managing setup data, migrating setup data, and resources.
I'll start with some knowledge prerequisites. The lesson covers common setup topics that are covered in more t
horough detail outside of the Procurement Implementation course. This course aims to be specific to Oracle Pr
ocurement Cloud as much as possible. So these topics are not duplicated.
To get the most out of this lesson, you should have a solid understanding of functional Setup Manager, includi
ng how to opt in to features, managing and migrating setup data, implementation projects, and migration best p
ractices, including the use of test environments. Listed here, we have the key resources for prerequisite knowle
dge. We have Oracle Applications Cloud Using Functional Setup Manager guide, which is available on the Cl
oud documentation main page under Procurement. Also review the Oracle Sales and Service.
Let's review what is Functional Setup Manager.
The diagram shows the application setup lifecycle. The Functional Setup Manager facilitates initial setup and o
ngoing maintenance. The Functional Setup Manager guides you through the ongoing steps, including-- starting
at top left-- planning, where you identify the offerings you want to implement, evaluate what functional areas a
nd features to opt into, and prepare accordingly for their set up requirements. And then we get to opting in, are
we going to select the offerings, functional areas, and features that best fit your business requirements by enabl
ing them.
And then setting up-- so there you setup tasks to enter setup data necessary for your enabled offerings and func
tional areas. And then we have deploying. And that's move your verified setup data from the test environment t
o a production environment and deploy to all users to start transaction processing. And then we also have main
taining. And that's the update of setup data or opt into configuration of the functional areas and features as nec
essary, using Setup Manager.
The Application Implementation Consultant job role has full access to perform all Functional Setup Manager-
related activities. Other users must include the Functional Setup user role in addition to other role or privileges
needed to perform specific setup activities. For more detailed information about security requirements for Func
tional Setup Manager, refer to the security reference for Oracle Applications Cloud Common Features Guide.
So here, we have offering, functional area, and feature hierarchy. The diagram shows the feature hierarchies fo
r the Procurement offering. Offerings, functional areas, and features are organized in a multilevel hierarchy to
help implementors make decisions progressively during configuration of offerings. Functional areas and featur
es are presented in the context of their parents. So you can see that in Procurement Contracts here. If an imple
mentor knows certain offerings or functional areas are not acceptable to their implementation, then they do not
need to make decisions on features for those functional areas. For example, at the level of a Procurement offeri
ng, your organization might decide to enable the feature for Centralized Procurement.
Streamline Support for Strategic Procurement-- you can co-exist implementations for sourcing, contracts, and s
upplier qualification. You do not require purchasing for the implementation. The Procurement offering include
s purchasing as an optional functional area. This allows the offering to be easily configured for cases when an
organization wishes to implement sourcing or supplier qualification as standalone applications without implem
enting purchasing. As a result, such implementations have a significantly shorter list of setup tasks.
The starting point is to review offerings and prepare to opt in. Before using any Oracle Cloud applications, you
must enable the offerings and their features your organization is subscribed to. The screenshot shows the Offer
ings page with the Opt In Features button. And you can find this by using the Navigator and then going My En
terprise, and then select Offerings. For example, you must enable the Procurement offering and relevant featur
es in the offering. Select an offering by clicking on the icon, as shown here, to see a detailed description. The c
urrent status of the offering is also shown.
In the beginning, the offering status shows not enabled. And use the Opt In Features button to opt in to features
that are applicable to your business requirements. If you need to change the opt in configuration of the offering
, use the same button. Before you proceed to opt in, expand the related documents section to review details abo
ut the implementation requirements of the offering to help you plan your implementation.
Let's review what you see if you access the Opt In Features button from the Offerings page. The screenshot sh
ows the Opt In Procurement page. And from that page, you access the Edit Features page. In the Opt
In page, the first row shows the offering, and the subsequent rows show the offering's functional areas. If some
functional areas exist, they are shown underneath their parents.
To opt in, select the enabled checkboxes of the offering and the functional areas. If a child is not optional, then
the child is enabled and displayed is read-
only when the parent is enabled. For example, when the Supplier Invoice Processing parent is opted into, the P
ayable's child functional area is enabled. Child functional areas that are not optional are enabled or disabled aut
omatically when their parent is enabled or disabled.
A child cannot be enabled unless its parent is enabled. For example, to enable Self Service Procurement, purch
asing must be enabled first. You click the Edit icon in the Features column to enable and opt in to related featu
res, and shown in the Edit Features screenshot here.
So how do we review what's new and opt in to new features after upgrade? After an upgrade of the Oracle Clo
ud applications, go to the New Features page. Set the filter to review newly-introduced features for
your enabled offerings. Enable the Show Help icon to display the Learn More column. And use the Opt In butt
on to go to the Edit Features pages to enable the new features. You can access this via the Navigator and then g
o into My Enterprise and then select New Features. You can consult additional help topics from the Learn Mor
e icon to better understand the new features.
There is a Functional Setup Manager demonstration you can review, which covers opting into an offering and i
ts functional areas and features. And there's a practice you can try yourself in the Activity Guide, covering bro
wsing offerings and reviewing related documents.
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Now we can look at how to manage setup data with complete transparency to requirements. The screenshots d
epict the navigation from functional areas to tasks. In this example within the Procurement offering, the Organi
zation Structures functional area has been selected. And then we can drill into the Manage Business Unit task.
You can achieve optimal setup results with auto-generated, best practices task lists. You can see built-in prereq
uisites and data dependencies which minimize overlooked requirements. And configurable optimum features p
revent wasted effort in unnecessary setup. You have direct access to setup pages to enable managing setup data
in the correct sequence. The list of required tasks expedites transaction readiness.
Using the functional areas setup method is the best practice for configuring your Oracle Cloud application. Be
gin by navigating to the Setup and Maintenance page and select the desired functional area-- the shared link to
check to see what other offerings are sharing this functional area. The screenshots shows the shared links, whic
h identify the shared functional areas in an offering. In this example in the Procurement offering and the Legal
Structures functional area, we selected the shared link. All enabled functional areas based on opt-
in configuration of the offering are displayed. If the setup tasks are mandatory, an asterisk indicates if the funct
ional area has mandatory setup tasks, as with legal structures, shown here.
Let's now look at related setup tasks. The screenshots depict the Procurement Foundation functional area with t
he link to Manage Procurement Agents task and then Manage Procurement Agents page. When the functional
area is selected, the related setup tasks are listed in the tasks section. If the functional area has required or man
datory setup tasks, then these are shown by default. Use the Show dropdown list to select all tasks, to display o
ptional tasks. See the screenshot.
If the functional area has no mandatory tasks, then all setup tasks are displayed. The display order of the tasks
reflects the sequence in which they should be performed to address data dependencies. To enter setup data, dril
l down on the task name to open the appropriate page, such as the Manage Procurement Agents page shown he
re.
There are also tasks with Scope. Some tasks require a context called Scope before their setup data can be enter
ed. The screenshot shows the Setup Procurement page highlighting the Scope link on the row for Manage Pay
ment Terms task. If setup data is segmented by specific context or Scope, you can perform the setup tasks itera
tively, such as assigning different payment terms to different business units. Use the link in the Scope column t
o select a Scope value if not already selected, or changed the currently selected Scope value.
In the next few slides, we'll review using implementation projects. You can choose to manage setup data using
implementation projects. An implementation project is a list of setup tasks you use to implement your Oracle
Cloud applications. Using this method, you create an implementation project to generate a list of setup tasks, a
ssign tasks to various users who are responsible for managing setup data, and also monitor progress of the com
pletion of the setup tasks. The screenshot depicts the Task tab and the Task pane in Setup and Maintenance, sh
owing a link to the Manage Implementation Projects task.
Note-- this method is best suited when you have a need to modify the default setup best practices or manage se
tup as a project by assigning responsibility of managing setup data to a broad group of users and monitor their
progress. There are some useful resources as well. You can look at Oracle Applications Cloud Using Function
al Setup Manager, and the Manage Setup Using Implementation Projects chapter. And that's available in docs.
oracle.com.
Here
are the steps to create an implementation project. You start by going into the Navigator, going in under Others,
going to Setup and Maintenance, and then select the Task pane. And then you can select the Manage Impleme
ntation Projects task, and then use the Create icon. And then you would enter the basic information and then cl
ick Next. And then you would select the offering and functional areas you want to implement, and then use sav
e and Open Project button.
If you notice, from the checkboxes, you can see which task lists are selected. You can see that when you create
an implementation project, that you generate the initial lists of tasks by selecting one of your enabled offerings.
If you plan to use more than one offering, create a separate implementation project for each one of them. Selec
ting an offering, which automatically selects the offering's core functional areas-- you may also select none, so
me, or all of the optional functional areas of the offering that are also enabled.
Use your selection of the offering and the functional areas as a template. A task list hierarchy is generated for t
he implementation project. The task list hierarchy includes the tasks that are associated at the time with your se
lected offering and functional areas, and their dependent features that are enabled. Within the task
list hierarchy, the tasks are organized according to prerequisite and dependency requirements of the setup data.
Note that Oracle recommends that you enter setup data in the same sequence as the tasks to avoid missing prer
equisite data.
Once you have created your project and have your task list, you can then review and assign tasks. This screens
hot depicts the Implementation Project page. You can assign the task of an implementation project to the users
who are responsible for managing setup data represented by those tasks. Highlight the tasks in the hierarchy to
assign, and then assign the task button. Typically, each setup task is assigned to a single individual. However,
you may also assign multiple individuals to the same task if your implementation project requires such assign
ment.
Each of the individuals has the flexibility to perform the task and manage setup data independently of the other
users assigned to the same task. If you specify due dates for completing the assigned tasks, you can monitor th
e progress of the task assignments and the progress of the overall implementation project. If you assign multipl
e people to a task, you can assign the same due date to each person, or you can assign a different due date.
So let's look at the next stage. If you've been assigned a task, you then perform assigned implementation tasks.
This screenshot depicts the navigation from the Setup Procurement page to the Assigned Implementation Task
s page. If you are a user to whom setup tasks from an implementation project have been assigned, then a conso
lidated list of all your assigned tasks is presented to you. Use each task from the list to enter setup data that the
task represents.
If you have a long list of assigned tasks, you can filter to the list by due date, task status, or implementation pro
ject name to find a task more easily. In addition, you can search for a specific task in the list by the task name.
Note-- you must have the proper security privileges to perform a task. There is a practice you can try yourself i
n the activity guide in Functional Setup Manager covering accessing task lists and tasks.
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