Functional Setup Manager and the

Procurement Offering

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Setup and Maintenance Lesson Objectives

In this lesson you will learn how to:

• Describe Oracle Functional Setup Manager
• Browse and configure Oracle Fusion offerings
• Generate a list of setup tasks
• Perform setup tasks to enter setup data
• Maintain your implementation over time

3-2 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Current Implementation Solutions

• PeopleSoft: Setup Manager

• JD Edwards: Rapid Start
Spreadsheets
• Siebel: Application Deployment Manager
• E-Business Suite:
o Business Flow Accelerators
o iSetup
o Application Implementation Wizard
o Graphical Process Navigator
o Product Specific Configurations

3-3 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 3
 Limitations of Current Solutions

 Product focus setup instead of business process focus

– Interdependencies across product areas
– Duplication of setup
 Difficult to understand (documentation)
 Difficult to navigate (no single flow, spans responsibilities)
 Inconsistent user interfaces
 Lack of industry oriented flows
 Inability to import and export application setup data
 Inadequate reporting on setup data

3-4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 4
 Functional Setup Manager

 Provides single work area for all Oracle Fusion applications setup

 Generates customizable list of setup tasks

 Identifies pre-requisites, dependencies, and required setups

 Launches individual setup pages

 Tracks progress with assignments and task statuses

 Moves data between environments

 Supports initial installation as well as ongoing maintenance

3-5 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 5
 Functional Setup Manager Overview

3-6 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Functional Setup Manager Key Benefits

• Self-service administration
• Complete transparency
• Configurable and extensible
• Reusable for rapid start
• Comprehensive reporting

3-7 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Functional Setup Manager Methodology

Increase setup efficiency with guided process

Plan Implement
1 Review offerings 5 Collect data
2 Configure to fit Plan Implement 6 Enter setup data
3 Generate setup tasks 7 Test
4 Customize setup task
lists (optional) Deploy

Deploy
8 Identify setup to be deployed
9 Export and import
10 Verify setup

3-8 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Application Implementation Lifecycle

3-9 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Functional Setup Enterprise Roles

The functional setup related reference enterprise roles, as

delivered by Oracle, are:
• Application Implementation Manager
• Application Implementation Consultant
• Various functional user roles
Example: Procurement Application Administrator

3 - 10 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Key Roles and Responsibilities

Application Implementation Manager

Responsibility: Manages overall implementation of a Fusion application

Plan Implement

Know offerings Configure Generate list of Monitor progress

setup tasks

3 - 11 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Key Roles and Responsibilities

Application Implementation Consultant

Responsibility: Sole contact who fulfills all phases of implementation

Plan Implement Deploy

Know offerings Configure Collect data Enter setup data Identify setup to be deployed

Generate setup tasks Monitor progress Test Verify

Export/import

3 - 12 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Key Roles and Responsibilities

Functional Owners

Responsibility: Subject matter experts who set up their functional areas

Implement Deploy

Collect data Enter setup data Test Verify after

export/import

3 - 13 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Functional Setup Terminology

Procurement
(Offering)

Self Service Procurement

(Option)
(Feature)
Supplier Portal
(Option)

Sourcing
(Option)

Supplier Qualification
(Option)

Procurement Contracts
(Option)

(Feature)

3 - 14 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Planning an Implementation

3 - 15 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Prepackaged Offering Reports

3 - 17 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Demonstration

Get Started with FSM

3 - 19 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Configuring Offerings

3 - 20 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Enabling Offering and Options for Implementation

• An Offering or its Options can either be selected or not

selected for implementation.
• You will check or uncheck the ‘Enable For Implementation’
checkbox to specify your selection.

3 - 21 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Demonstration

Configure Offerings

3 - 23 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Generating Setup Task Lists

3 - 24 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Selecting Offerings and Options

When creating an Implementation Project:

• You will be presented with the list of Offerings and Options
you enabled for implementation when you configured the
Offering.
• Specify which of those Offerings and Options you want to
include in the Implementation Project by checking the
appropriate checkboxes in the Include column.
• Although you can include multiple Offerings in an
Implementation Project, creating separate Implementation
Projects for each of the Offerings you plan to implement is
recommended as it makes managing the implementation
lifecycle easier.

3 - 25 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Selecting Offerings and Options

Auto Generated Task List

When an Implementation Project is created, it automatically generates
the complete list of setup tasks – including all prerequisite tasks –
based on the Offering and Options you selected to include. The setup
tasks are organized in a hierarchy reflecting prerequisites and
dependencies:
• Most common requirements across all Offerings are listed first
• Common tasks across an application area (such as CRM,
Financial, and HCM)
• Common tasks across multiple modules and Options within an
Offering
• Setup tasks for the selected Options and Features for your
implementation are displayed
You can expand the parent nodes in the hierarchy to see the child
nodes.
3 - 26 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.
 Assigning Tasks to Users

Once an Implementation Project is created and customized (if

necessary), assign setup tasks to appropriate functional users,
who, in turn, will enter setup data.
• Assigning single or multiple users
• Assigning users to task lists
• Viewing implementation specific reports
• Adding notes
Select one or more tasks and task lists and then click on the
‘Assign Tasks’ button to assign users to tasks.

3 - 27 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Demonstration

Manage Implementation Projects

3 - 28 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Entering Setup Data

3 - 29 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Filtering Lists of Tasks

The users to whom setup tasks are assigned can use the
following filters to find specific assigned tasks.
If more than one filter condition is provided, the conditions
will be combined to search for the task:
• Task
• Due Date
• Status
• Project

3 - 30 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Demonstration

Enter Setup Data

3 - 31 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Business Objects

Business objects are a broad category of business processes

that are modeled as objects and in Oracle Fusion Functional
Setup Manager represent Fusion applications data sets.

Some of the examples are: Enterprise Configuration and

Purchasing UN Number.

3 - 32 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Maintaining Setup Data

Searching for and performing specific tasks from Setup

and Maintenance Overview

3 - 33 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Using Implementation Projects for Maintenance

3 - 34 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Demonstration

Search and Perform Task

3 - 35 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Exporting and Importing Setup Data

3 - 36 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Implementation Considerations - Projects
Implementation Projects

• Grouping Offerings:
Consider segmenting implementing projects based on product family
(e.g. Financials, Projects, Procurement), timing of implementation
projects, and resources (e.g. different people implementing Financials,
Projects, etc.).

• Provisioning:
Offerings not provisioned can be selected, but ultimately, you will NOT
be able to enter setup data.

3 - 37 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Implementation Considerations - Users
Implementation Users

• Best practice:
Run the process “Retrieve Latest LDAP Changes” before creating
implementation users.
• Best practice:
The Application Implementation Consultant has broad access to any
enterprise structure. If you want to limit access, use the Create Data
Roles for Implementation Users task to create a data role based on
a job role with limited access, such as the HCM Application
Administrator job role.

3 - 38 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Practice

• 2-1: Create An Implementation Project

3 - 39 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

 Setup and Maintenance Lesson Summary

In this lesson, you should have learned how to:

• Describe Oracle Functional Setup Manager
• Browse and configure Oracle Fusion offerings
• Review the Oracle Fusion Procurement offering
• Generate a list of Procurement setup tasks
• Perform setup tasks to enter setup data
• Maintain your implementation over time

3 - 40 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.