Setup Task Lists and Tasks3
Uploaded by
Shanker NagireddySetup Task Lists and Tasks3
Uploaded by
Shanker NagireddyFunctional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
1 Define Task Define the Purchasing Proc Y N
Common List configuration for urem
Applications applications that ent
Configuration are leveraged
for across Fusion
Procurement products.
2 Define Task Run a process to HCM HCM Y Y
Synchronizati List populate the Common
on of Users product tables Architectur
and Roles containing user e
from LDAP and role
information with
the users and
roles held in
LDAP. This
process is always
the first
implementation
task but can also
run periodically to
keep the product
tables
synchronized
with subsequent
updates to LDAP.
Page 1 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Run Task Batch process to Global HCM Y Y N N HC HCM /WEB-
User and Synchronize User Human MU UI INF/oracle/ap
Roles and Roles. Resources I ps/hcm/users
Synchronizati /publicEssUi/f
on Process low/SyncUser
RoleFlow.
xml#SyncUse
rRoleFlow
2 Define Task Enables users to Application HCM N Y
Security List setup s Security
Synchronizati applications
on Processes security
and synchronization
Preferences processes and
preferences.
3 Manage Task Manage Application HCM N Y Y Y HC HCM faces/FuseO Security Security
Applications applications s Security MU UI verview? Console Console
Security security I fndGlobalIte Administrat Administrat
Preferences preferences mNodeId=AS ion ion
including user E_FUSE_SE Settings, Settings,
name generation CURITY_CO Security Security
rules, password NSOLE&fndT Console Console
policy and user askItemNode User User
notification Id=ASE_AD Category Category,
templates. MIN_WORK Security
AREA& Console
User
Page 2 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Category
Notification
s
3 Import Task Schedule import Application HCM N Y N N HC HCM /WEB-
Users and of users and s Security MU UI INF/Schedule
Roles into roles into I Request-
Application Application taskflow.
Security Security tables. xml#Schedul
eRequest-
taskflow
3 Import Task Schedule import Application HCM N Y N N HC HCM /WEB-
User Login of users and s Security MU UI INF/Schedule
History roles into I Request-
Application taskflow.
Security tables. xml#Schedul
eRequest-
taskflow
2 Define Task Create Oracle Com Y Y
Implementati List implementation Middleware mon
on Users users and roles. Extensions
Provision for
implementation Application
users with job s
and data roles.
Page 3 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Create Task Create user Application HCM N Y N N HC HCM faces/FuseO
Implementati accounts for s Security MU UI verview
on Users implementation I
users.
3 Create Task Create a data N Y N N HC HCM /WEB-
Data Role for role based on the MU UI INF/oracle/ap
Implementati Human Capital I ps/hcm/secur
on Users Management ity/ui/flow/Ma
Application nageDataRol
Administrator job esFlow.
role to view all xml#Manage
security profiles DataRolesFlo
so a single user w
will be able to
perform all
required Human
Capital
Management
setup steps. This
role combines
granted
entitlements with
unrestricted
access to the
setup data
relevant to the
Page 4 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
tasks performed
by this role.
2 Define Task Define the General Finan N Y
Currencies List currencies and Ledger cials
and Currency currency rates
Rates that your
organization does
business in.
3 Manage Task Review and edit Oracle Com Y Y Y Y FS FSC /WEB- Application
Currencies ISO standard Middleware mon CM MUI INF/oracle/ap Reference
currencies. Extensions UI ps/fnd/applco Currency
for re/nls/ui/flow/
Application ManageCurre
s nciesTF.
xml#Manage
CurrenciesTF
3 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Conversion
Conversion update existing Ledger cials CM MUI INF/oracle/ap Rate Rule,
Rate Types currency UI ps/financials/ Conversion
conversion generalLedge Rate Type
relationships, and r/currencies/
create new manageRate/
relationships. ui/flow/Curre
ncyRatesMan
Page 5 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
agerMainAre
aFlow.
xml#Currenc
yRatesMana
gerMainArea
Flow
3 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Conversion
Daily Rates update existing Ledger cials CM MUI INF/oracle/ap Rate,
currency daily UI ps/financials/ Conversion
conversion generalLedge Rate Rule
information, and r/currencies/
create new manageRate/
conversion ui/flow/Curre
information. ncyRatesMan
agerMainAre
aFlow.
xml#Currenc
yRatesMana
gerMainArea
Flow
2 Define Task Configure your Purchasing Proc Y N
Enterprise List divisions, urem
Structures for business units, ent
Procurement and legal entities
for Procurement
usage.
Page 6 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Use a guided HCM HCM N Y
Initial List process to Configurati
Configuration configure and on
represent the Workbench
enterprise
structures
including
divisions, legal
entities, jobs, and
positions. Review
the requested
structures and
run an automated
load process to
implement the
workforce
structures.
4 Establish Task Determine the HCM HCM N Y Y Y HC HCM /WEB- Enterprise
Enterprise high-level Configurati MU UI INF/oracle/ap Configurati
Structures structures of the on I ps/hcm/enter on,
enterprise using Workbench priseSetup/co Enterprise
an interview style nfigurations/e Configurati
process. nterpriseStru on
ctures/ui/flow/ Additional
EnterpriseStr Job
ucturesConfi Structure,
gFlow. Enterprise
Page 7 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#Enterpris Configurati
eStructuresC on
onfigFlow Business
Unit,
Enterprise
Configurati
on CD
Matrix,
Enterprise
Configurati
on
Country,
Enterprise
Configurati
on
Division,
Enterprise
Configurati
on
Enterprise,
Enterprise
Configurati
on
Function,
Enterprise
Configurati
on Job
Page 8 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Group
Member,
Enterprise
Configurati
on Job
Position
Global,
Enterprise
Configurati
on Job
Structure,
Enterprise
Configurati
on Legal
Entity,
Enterprise
Configurati
on
Location,
Enterprise
Configurati
on Position
Group
Member,
Enterprise
Configurati
on
Page 9 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Reference
Data Set,
Enterprise
Configurati
on Set
Assignmen
t Override
3 Define Task Specify how Oracle Com Y Y
Reference List reference data in Middleware mon
Data Sharing the application Extensions
should be for
partitioned and Application
shared. s
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Reference manage sets for Middleware mon CM MUI INF/oracle/ap Reference
Data Sets partitioning and Extensions UI ps/fnd/applco Data Set
sharing reference for re/setid/publi
data across Application cUi/flow/Man
organizations. s ageSetIdSets
TF.
xml#Manage
SetIdSetsTF
4 Manage Set Task Specify the Oracle Com N Y Y Y FS FSC /WEB- Application
Assignments reference data Middleware mon CM MUI INF/oracle/ap Reference
for Set set assignments Extensions UI ps/fnd/applco Data Set
Determinant for determinant for re/setid/publi Assignmen
Type type of Set. Application cUi/flow/Man t
Page 10 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
s ageSetIdAssi
gnmentsTF.
xml#Manage
SetIdAssign
mentsTF
4 Manage Task Manage Financials Finan Y Y N N FS FSC /WEB- Reference
Reference reference data Common cials CM MUI INF/oracle/ap Data Set
Data Set set data access Module UI ps/financials/ User Data
Data Access for user commonMod Access
for Users provisioned roles. ules/shared/d
ataSecurity/ui
/flow/Manage
DataAccessF
low.
xml#Manage
DataAccessF
low
3 Define Task Create and Trading CRM N Y
Geographies List manage Community
geographies and Model
zones used for
real-time address
validation and tax
calculation.
Examples include
tax and shipping
zones.
Page 11 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Manage Trading CRM Y Y N N CR CRM /WEB- Trading
Geographies geographic Community MU UI INF/oracle/ap Community
entities such as Model I ps/cdm/found Geography
country, state, ation/geograp
province, and hies/publicUi/
city. Manage geoAdmin/flo
geography w/GeoAdmin
hierarchy ManageCoun
structure and triesTF.
validations. xml#GeoAdm
inManageCo
untriesTF
4 Load Task Manually load Trading CRM N Y N N
Geography geography Community
Interface interface data Model
Data before running
the geography
loader.
4 Run Task Schedule and Trading CRM N Y N N CR CRM /WEB- Trading
Geography monitor the Community MU UI INF/Schedule Community
Loader process to load Model I Request- Geography
geography data taskflow.
from external xml#Schedul
data providers. eRequest-
taskflow
Page 12 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Run Task Schedule and Trading CRM N Y N N CR CRM /WEB- Trading
Maintain monitor the Community MU UI INF/Schedule Community
Geography process to verify Model I Request- Geography
Name addresses taskflow.
Referencing against reference xml#Schedul
geography data. eRequest-
taskflow
4 Run Task Schedule and Trading CRM N Y N N CR CRM /WEB-
Geocode monitor the Community MU UI INF/Schedule
Generation process to load Model I Request-
geocode data for taskflow.
addresses. xml#Schedul
eRequest-
taskflow
4 Manage Task Review and Trading CRM N Y Y Y FS FSC Application
Geography define lookup Community CM MUI Standard
Lookups values that Model UI Lookup
provide choices
related to
geographies,
such as address
validation
methods.
Page 13 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Purchasing Proc Y Y
Enterprise for List urem
Procurement ent
4 Manage Task Create and Global HCM Y Y Y Y HC HCM /WEB- Location Location,
Locations manage the Human MU UI INF/oracle/ap Location
locations relevant Resources I ps/hcm/locati Address
to your ons/ui/flow/lo Usage,
enterprise. For cation_task_fl Location
example, create ow. Detail
the locations xml#location_
where people task_flow
work as well as
the locations of
your external
organizations.
4 Manage Task Review and Global HCM N Y Y Y HC HCM /WEB- Enterprise,
Enterprise update Human MU UI INF/oracle/ap Enterprise
HCM information Resources I ps/hcm/organ Organizati
Information associated to the izations/core/ on Unit
enterprise, such ui/flow/Enterp Classificati
as default riseManageFl on
workday ow.
information. xml#Enterpris
eManageFlo
w
Page 14 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Purchasing Proc Y Y
Legal List urem
Jurisdictions ent
and
Authorities
for
Procurement
4 Manage Task Define the Legal Finan N Y Y Y FS FSC /WEB- Jurisdiction
Legal geographic area Entity cials CM MUI INF/oracle/ap Function,
Jurisdictions or areas for Configurato UI ps/financials/l Legal
which a legal r egalEntity/leg Entity
authority is alEntities/ui/fl Jurisdiction
responsible. ow/Jurisdictio
nSearchFlow.
xml#Jurisdicti
onSearchFlo
w
4 Manage Task Associate a Legal Finan N Y Y Y FS FSC /WEB- Legal
Legal governing legal Entity cials CM MUI INF/oracle/ap Authority
Authorities body that Configurato UI ps/financials/l Party,
operates within a r egalEntity/leg Legal
jurisdiction to a alEntities/ui/fl Authority
legal entity for ow/LegalAuth Party
purposes of oritySearchFl Address,
providing legal ow. Legal
reports and xml#LegalAut Authority
financial horitySearch Party
Page 15 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
statements. Flow Address
Usage,
Legal
Authority
Party
Classificati
on, Legal
Authority
Party
Email,
Legal
Authority
Party
Phone,
Legal
Authority
Party
Profile,
Legal
Authority
Party
Related
Person,
Legal
Authority
Party
Related
Page 16 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Person
Profile,
Legal
Authority
Party
Related
Person
Usage,
Legal
Authority
Party
Relationshi
p, Legal
Authority
Party
Relationshi
p Address,
Legal
Authority
Party
Relationshi
p Address
Usage,
Legal
Authority
Party
Relationshi
Page 17 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
p Email,
Legal
Authority
Party
Relationshi
p Phone,
Legal
Authority
Party
Relationshi
p URL,
Legal
Authority
Party
Relationshi
p Usage,
Legal
Authority
Party URL,
Legal
Authority
Party
Usage,
Tax
Authority
Tax Profile
Page 18 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Create the Legal Finan Y Y Y Y FS FSC /WEB- Legal
Legal address a legal Entity cials CM MUI INF/oracle/ap Address
Addresses entity uses to Configurato UI ps/financials/l for Legal
register with a r egalEntity/leg Entity and
legal authority. alEntities/ui/fl Legal
Legal entities can ow/LegalAddr Reporting
use different essSearchFlo Unit
addresses for w.
different xml#LegalAd
authorities and dressSearch
hence, may have Flow
more than one
registered
address. The
legal address
must be located
within the territory
entered.
4 Manage Task Review and Legal Finan N Y Y Y FS FSC /WEB- Financials
Legal Entity maintain lookup Entity cials CM MUI INF/oracle/ap Generic
Configurator values for legal Configurato UI ps/financials/ Lookup
Lookups entities, such as r commonMod
registration codes ules/appsLoo
and legal kups/ui/flow/
functions. ManageGene
ricLookupTF.
xml#Manage
Page 19 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
GenericLook
upTF
4 Manage Task Define validation Legal Finan N Y Y Y FS FSC Application
Legal Entity and display Entity cials CM MUI Descriptive
Configurator properties of Configurato UI Flexfield
Descriptive descriptive r
Flexfield flexfields for
ledgers.
Descriptive
flexfields are
used to add user-
defined attributes
to entities.
4 Manage Task Define profile Legal Finan N Y Y Y FS FSC Application
Legal Entity option settings Entity cials CM MUI Profile
Configurator and values to Configurato UI Value
Profile control the time r
Options zone based on
the legal entity
location.
Page 20 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Purchasing Proc Y Y Legal
Legal Entities List urem Entity
for ent
Procurement
4 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Legislative Legislative
Legislative manage the Human MU UI INF/oracle/ap Data Data
Data Groups legislative data Resources I ps/hcm/legisl Group Group
groups in which ativeDataGro
you separate ups/ui/flow/Le
payroll gislativeData
information within GroupsTaskF
a legal entity. low.
xml#Legislati
veDataGroup
sTaskFlow
4 Manage Task Create and Legal Finan Y Y Y Y FS FSC /WEB- Legal Legal
Legal Entity maintain Entity cials CM MUI INF/oracle/ap Entity Entity
information for Configurato UI ps/financials/l
legal entities and r egalEntity/leg
legal reporting alEntities/ui/fl
units to achieve ow/LegalEntit
legal compliance yUpdateFlow.
for business xml#LegalEnt
activities handled ityUpdateFlo
by the Oracle w
Fusion
Page 21 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
applications.
4 Manage Task Define the Legal Finan Y Y Y Y FS FSC /WEB- Legal
Legal Entity identity related Entity cials CM MUI INF/oracle/ap Entity
Registrations details of a legal Configurato UI ps/financials/l Registratio
entity with the r egalEntity/leg n, Legal
appropriate alEntities/ui/fl Entity
government or ow/Registrati Registratio
legal authorities onSearchFlo n Function
for the purpose of w.
claiming and xml#Registrat
ensuring legal or ionSearchFlo
commercial rights w
and
responsibilities.
4 Manage Task Define legal Legal Finan N Y Y Y FS FSC /WEB- Legal Legal
Intercompany entities that Entity cials CM MUI INF/oracle/ap Entity Entity
Exceptions cannot have an Configurato UI ps/financials/l
intercompany r egalEntity/leg
relationship with alEntities/ui/fl
the legal entity ow/Intercomp
being created or anyException
updated. Flow.
xml#Intercom
Page 22 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
panyExceptio
nFlow
4 Manage Task Create country- Legal Finan N Y Y Y FS FSC /WEB- Legal Legal
Legal Entity specific financial Entity cials CM MUI INF/oracle/ap Entity Entity
Financial data for legal Configurato UI ps/financials/l
Information entities for r egalEntity/leg
reporting alEntities/ui/fl
purposes. ow/LEFinanci
alsInformatio
nFlow.
xml#LEFinan
cialsInformati
onFlow
4 Manage Task Manage legal Global HCM N Y Y Y HC HCM /WEB- Legal
Legal Entity reporting units, Human MU UI INF/oracle/ap Employer
HCM also known as Resources I ps/hcm/organ Organizati
Information tax reporting izations/core/ on, Legal
units, to group ui/flow/Organi Employer
employee zationsMainA Organizati
records for tax reaFlow. on Unit
and social xml#Organiz Classificati
reporting. ationsMainAr on, Payroll
eaFlow Statutory
Unit
Page 23 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Organizati
on, Payroll
Statutory
Unit
Organizati
on
Classificati
on
4 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Legal
Legal Entity maintain tax cials CM MUI INF/oracle/ap Entity Tax
Tax Profiles profiles that UI ps/financials/t Profile
contain tax ax/configurati
information that on/party/ui/flo
relate to a legal w/LegalEntity
entity's TaxProfileSe
transaction tax archFlow.
activities. xml#LegalEnt
ityTaxProfile
SearchFlow
3 Define Task Define financial Purchasing Proc Y Y
Financial List reporting urem
Reporting structures for ent
Structures for Procurement,
Procurement which includes
chart of accounts
and accounting
configurations.
Page 24 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Define Chart Task Purchasing Proc Y Y
of Accounts List urem
of Enterprise ent
Structures for
Procurement
5 Manage Task Create new or General Finan Y Y Y Y FS FSC Application
Chart of review existing Ledger cials CM MUI Flexfield
Accounts value sets for UI Value Set
Value Sets association with a
key flexfield
segment.
5 Manage Task Review and General Finan Y Y Y Y FS FSC Application
Chart of update existing Ledger cials CM MUI Key
Accounts account UI Flexfield
Structures structures that
support chart of
accounts
structure
instances, which
are used to
record
transactions and
maintain account
balances, or
create new
account
structures.
Page 25 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Review and General Finan Y Y Y Y FS FSC Application
Chart of update existing Ledger cials CM MUI Key
Accounts account structure UI Flexfield
Structure instances used to
Instances record
transactions and
maintain account
balances, or
create new
account structure
sets.
5 Manage Task Review and General Finan Y Y Y Y FS FSC Application
Chart of update existing Ledger cials CM MUI Flexfield
Accounts groups of values UI Value Set
Value Set assigned to a key
Values flexfield segment,
or create new
groups of values.
5 Manage Task Review and General Finan N Y N N FS FSC /WEB- General
Account update existing Ledger cials CM MUI INF/oracle/ap Ledger
Combinations combinations of UI ps/financials/ Account
accounting generalLedge Combinatio
flexfield segment r/accounts/co n
values, and deCombinati
create new ons/ui/flow/M
combinations. anageCodeC
ombinationFl
Page 26 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ow.
xml#Manage
CodeCombin
ationFlow
5 Define Task Maintain Purchasing Proc N Y
Advanced List advanced urem
Chart of account ent
Accounts configuration.
Configuration
for
Procurement
6 Manage Task Review and General Finan N Y Y Y FS FSC Application
Segment update security Ledger cials CM MUI Flexfield
Value rules for chart of UI Value Set
Security accounts
Rules segment values
6 Manage Task Review and General Finan N Y Y Y FS FSC /WEB- Application
Cross- update existing Ledger cials CM MUI INF/oracle/ap Key
Validation restrictions that UI ps/financials/ Flexfield
Rules prevent particular generalLedge
account r/accounts/cr
combinations ossValidation
from being newly /ui/flow/Cross
created, and ValLocalarea
create new Flow.
restrictions. xml#CrossVa
Page 27 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lLocalareaFlo
w
5 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Accounting
Accounting update existing Ledger cials CM MUI INF/oracle/ap Calendar
Calendars groupings of UI ps/financials/
accounting generalLedge
periods, and r/calendars/a
create new ccounting/ui/fl
groupings. ow/Calendar
LocalareaFlo
w.
xml#Calenda
rLocalareaFlo
w
4 Define Task Purchasing Proc Y Y Primary
Accounting List urem Ledger
Configuration ent
s of
Enterprise
Structures for
Procurement
Page 28 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Review and General Finan Y Y Y Y FS FSC /WEB- Primary Ledger
Primary update a self- Ledger cials CM MUI INF/oracle/ap Ledger Configurati
Ledgers contained UI ps/financials/ on Detail,
accounting generalLedge Ledger
information set, r/ledgers/ledg Relationshi
and define new erDefinitions/ p, Primary
information sets. ui/flow/Primar Ledger,
yLedgerCreat Primary
eFlow. Ledger
xml#PrimaryL Configurati
edgerCreate on
Flow
5 Assign Legal Task Associate a General Finan N Y Y Y FS FSC /WEB- Ledger
Entities recognized party Ledger cials CM MUI INF/oracle/ap Configurati
with given rights UI ps/financials/ on, Ledger
and generalLedge Configurati
responsibilities by r/ledgers/ledg on Detail,
legislation with an erDefinitions/ Primary
accounting ui/flow/Legal Ledger
configuration. EntityAssign Configurati
mentFlow. on
xml#LegalEnt
ityAssignmen
tFlow
Page 29 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Specify Task Define the General Finan Y Y Y Y FS FSC /WEB- Ledger
Ledger various additional Ledger cials CM MUI INF/oracle/ap Configurati
Options attributes for the UI ps/financials/ on, Ledger
ledger. generalLedge Configurati
r/ledgers/ledg on Detail,
erDefinitions/ Primary
ui/flow/Ledge Ledger
rOptionsCons Configurati
olidatedFlow. on
xml#LedgerO
ptionsConsoli
datedFlow
5 Assign Task Associate chart General Finan N Y Y Y FS FSC /WEB- Ledger
Balancing of account Ledger cials CM MUI INF/oracle/ap Configurati
Segment segment values UI ps/financials/ on Detail,
Values to to a legal entity generalLedge Legal
Legal Entities where r/ledgers/ledg Entity
transactions will erDefinitions/ Balancing
be balanced for ui/flow/Legal Segment
each of the EntityBSVAs Values,
values in the signmentFlo Primary
segment. w. Ledger
xml#LegalEnt Configurati
ityBSVAssign on
mentFlow
Page 30 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Assign Task Associate chart General Finan N Y Y Y FS FSC /WEB- Ledger
Balancing of account Ledger cials CM MUI INF/oracle/ap Configurati
Segment segment values UI ps/financials/ on Detail,
Values to to a ledger where generalLedge Ledger
Ledger transactions will r/ledgers/ledg Segment
be balanced for erDefinitions/ Value
each of the ui/flow/Ledge Assignmen
values in the rBSVAssign t, Primary
segment. mentFlow. Ledger
xml#LedgerB Configurati
SVAssignme on
ntFlow
5 Manage Task Review and General Finan N Y Y Y FS FSC /WEB- Journal
Reporting update a self- Ledger cials CM MUI INF/oracle/ap Inclusion
Currencies contained UI ps/financials/ Rule,
accounting generalLedge Ledger
information set r/ledgers/ledg Configurati
that differs in erDefinitions/ on, Ledger
currency from the ui/flow/Ledge Configurati
primary ledger, rReportingCu on Detail,
and define new rrencyFlow. Ledger
information sets. xml#LedgerR Relationshi
eportingCurre p, Primary
ncyFlow Ledger
Configurati
on
Page 31 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Review and Task Verify and submit General Finan Y Y Y Y FS FSC /WEB- Ledger
Submit the accounting Ledger cials CM MUI INF/oracle/ap Configurati
Accounting configuration for UI ps/financials/ on, Ledger
Configuration completion. generalLedge Configurati
r/ledgers/ledg on Detail,
erDefinitions/ Primary
ui/flow/Accou Ledger
ntingSetupSu Configurati
mmaryFlow. on
xml#Accounti
ngSetupSum
maryFlow
3 Define Task Define business Purchasing Proc Y Y
Organization List units and facilities urem
Structures for for the ent
Procurement Procurement
offering.
4 Define Task Define the Purchasing Proc Y Y Business
Business List configuration of urem Unit
Units for business units for ent
Procurement Procurement
usage.
5 Manage Task Create and Financials Finan Y Y Y Y HC HCM /WEB- Business Business
Business Unit maintain Common cials MU UI INF/oracle/ap Unit Unit
information on Module I ps/financials/
units of an commonMod
enterprise to ules/business
Page 32 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
allow for flexible Units/ui/flow/
implementation, BuSearchFlo
to provide a w.
consistent entity xml#BuSearc
for controlling hFlow
and reporting on
transactions, and
to be an anchor
for the sharing of
reference data
sets across
applications.
5 Assign Task Assign business Financials Finan Y Y Y Y HC HCM /WEB- Business
Business Unit functions to be Common cials MU UI INF/oracle/ap Unit
Business performed by a Module I ps/financials/ Business
Function business unit, commonMod Function
such as customer ules/business
invoicing and Units/ui/flow/
order capture. BuUsageFlo
w.
xml#BuUsag
eFlow
5 Manage Task Manage business Financials Finan N Y N N FS FSC /WEB- Business
Business Unit unit data access Common cials CM MUI INF/oracle/ap Unit User
Data Access for user Module UI ps/financials/ Data
for Users provisioned roles, commonMod Access
an example ules/shared/d
Page 33 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
would be to ataSecurity/ui
assign a /flow/Manage
business unit to a DataAccessF
user with the low.
Accounts xml#Manage
Receivable DataAccessF
Manager job role. low
5 Manage Task Assign reference Financials Finan N Y Y Y HC HCM /WEB- Business
Business Unit data, which Common cials MU UI INF/oracle/ap Unit Set
Set represents Module I ps/financials/ Assignmen
Assignment business rules commonMod t
and policies, to ules/business
business units. Units/ui/flow/
BuSetAssign
mentFlow.
xml#BuSetAs
signmentFlo
w
5 Manage Task Assign service Financials Finan N Y Y Y HC HCM /WEB- Business
Service provider business Common cials MU UI INF/oracle/ap Unit
Provider units to client Module I ps/financials/ Service
Relationships business units to commonMod Provider
provide business ules/business Relationshi
functions such as Units/ui/flow/ p
procurement, BuServicePro
payables viderFlow.
payments, and xml#BuServic
Page 34 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
customer eProviderFlo
payments. w
5 View Service Task View client Financials Finan N Y Y Y HC HCM /WEB- Business
Clients business units Common cials MU UI INF/oracle/ap Unit
that use business Module I ps/financials/ Service
functions commonMod Provider
provided by a ules/business Relationshi
service provider Units/ui/flow/ p
business unit. BuViewServi
ceClientFlow.
xml#BuView
ServiceClient
Flow
4 Define Task Define inventory, Purchasing Proc Y Y
Facilities for List item, and cost urem
Procurement organizations. ent
Inventory
organizations
represent
facilities that
manufacture or
store items. The
item master
organization
Page 35 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
holds a single
definition of items
that can be
shared across
many inventory
organizations.
Cost
organizations
group inventory
organizations
within a legal
entity to establish
the cost
accounting
policies.
5 Manage Task Configure facility Supply SCM Y Y Y Y FS FSC /WEB- Shift, Shift
Facility Shifts shifts to Chain CM MUI INF/oracle/ap Detail
represent a time Manageme UI ps/crmComm
period that nt Common on/schedules
affects a Component /publicUi/flow
resource's s /schedulesSh
availability. A iftListViewTF.
shift can be xml#schedule
defined by start sShiftListVie
time and end wTF
time, start time
and duration, or
Page 36 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
only duration.
5 Manage Task Configure facility Supply SCM Y Y Y Y FS FSC /WEB- Workday
Facility workday patterns Chain CM MUI INF/oracle/ap Pattern,
Workday to represent a Manageme UI ps/crmComm Workday
Patterns collection of one nt Common on/schedules Pattern
or more shifts Component /publicUi/flow Detail
over a number of s /schedulesPa
days. A pattern tternListView
will repeat itself TF.
for a specific date xml#schedule
range to define sPatternListV
the complete iewTF
schedule of a
resource.
5 Manage Task Configure facility Supply SCM N Y Y Y FS FSC /WEB- Schedule
Facility schedule Chain CM MUI INF/oracle/ap Exception
Schedule exceptions to Manageme UI ps/crmComm
Exceptions define deviations nt Common on/schedules
in availability Component /publicUi/flow
from a schedule. s /schedulesAv
Exceptions can ailabilityExce
be added to one ptionListView
or more TF.
Page 37 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
schedules. xml#schedule
sAvailabilityE
xceptionListV
iewTF
5 Manage Task Configure facility Supply SCM Y Y Y Y FS FSC /WEB- Schedule,
Facility schedules to Chain CM MUI INF/oracle/ap Schedule
Schedules define the actual Manageme UI ps/crmComm Exception
calendar dates nt Common on/schedules Associatio
worked, and the Component /publicUi/flow n,
pattern shifts to s /schedulesSc Schedule
apply to those heduleListVie Workday
dates worked. wTF. Patterns
The date range in xml#schedule
a schedule is sScheduleLis
defined by a tViewTF
schedule start
date and a
schedule end
date.
5 Manage Task Configure Supply SCM Y Y Y Y HC HCM /WEB- Inventory
Inventory inventory Chain MU UI INF/oracle/ap Organizati
Organization organizations to Manageme I ps/hcm/organ on,
s describe distinct nt Common izations/inv/w Inventory
entities within the Component arehousePar Organizati
company such as s ameters/publi on Parent
manufacturing cUi/flow/Main for
Page 38 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
facilities, tainInventory Inventory
warehouses, or Organization Organizati
distribution Flow. on, Item
centers. xml#Maintain Organizati
InventoryOrg on Child
anizationFlow for
Inventory
Organizati
on, Item
Organizati
on Parent
for
Inventory
Organizati
on
5 Manage Task Manage Financials Finan N Y N N FS FSC /WEB- Inventory
Inventory inventory Common cials CM MUI INF/oracle/ap Organizati
Organization organization data Module UI ps/financials/ on User
Data Access access for user commonMod Data
for Users provisioned roles ules/shared/d Access
with a security ataSecurity/ui
context of /flow/Manage
inventory DataAccessF
organization. low.
xml#Manage
DataAccessF
low
Page 39 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Define and Purchasing Proc N Y Y Y HC HCM /WEB- Inventory
Inventory maintain urem MU UI INF/oracle/ap Organizati
Organization locations that are ent I ps/hcm/locati on
Locations associated with ons/ui/flow/lo Location,
inventory cation_task_fl Inventory
organizations. ow. Organizati
For example, a xml#location_ on
location for a task_flow Location
warehousing Address
facility. Usage,
Inventory
Organizati
on
Location
Detail
4 Manage Item Task Configure item Supply SCM Y Y Y Y HC HCM /WEB- Inventory
Organization organization Chain MU UI INF/oracle/ap Organizati
s structures to use Manageme I ps/hcm/organ on Parent
in standalone nt Common izations/inv/w for Item
application Component arehousePar Organizati
deployments with s ameters/publi on,
Oracle Fusion cUi/flow/Main Inventory
Product Model. tainItemOrga Organizati
Structures nizationFlow. on child for
contain xml#Maintain Item
information on ItemOrganiza Organizati
the parent item, tionFlow on, Item
Page 40 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
components, Organizati
attachments, and on, Item
descriptive Organizati
elements. on Child
for Item
Organizati
on
3 Define Task Purchasing Proc N Y
Workforce List urem
Structures for ent
Procurement
4 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Division Division,
Divisions manage the Human MU UI INF/oracle/ap Division
organizations that Resources I ps/hcm/organ Organizati
represent lines of izations/core/ on Unit
business in the ui/flow/Divisio Classificati
enterprise. nsManageFlo on
w.
xml#Divisions
ManageFlow
4 Manage Task Create and Global HCM N Y Y Y HC HCM /WEB- Departmen Departmen
Departments manage the Human MU UI INF/oracle/ap t t,
organizations to Resources I ps/hcm/organ Departmen
which workers izations/core/ t
can be assigned. ui/flow/Depart Organizati
mentsManag on Unit
Page 41 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
eFlow. Classificati
xml#Departm on
entsManageF
low
4 Manage Job Task Create and Global HCM N Y Y Y HC HCM /WEB- HR Job HR Job
Families manage job Human MU UI INF/oracle/ap Family Family
families used for Resources I ps/hcm/work
reporting Structures/jo
purposes or bs/ui/flow/Job
determining cross FamilyTaskFl
job qualifications. ow.
xml#JobFami
lyTaskFlow
4 Manage Job Task Create and Global HCM N Y Y Y HC HCM /WEB- HR Job HR Job,
manage jobs. Human MU UI INF/oracle/ap HR Job
Resources I ps/hcm/work Evaluation,
Structures/jo HR Job
bs/ui/flow/Job Valid
sMainTaskFl Grade
ow.
xml#JobsMai
nTaskFlow
Page 42 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Task Enable users to Purchasing Proc Y Y
Security for List perform functions urem
Procurement related to their ent
job roles.
3 Manage Task Review, create, Application HCM Y Y Y Y HC HCM faces/FuseO Functional Functional
Job Roles or update s Security MU UI verview? Security Security
enterprise-wide I fndGlobalIte Custom Custom
abstract and job mNodeId=AS Roles Role
roles. Create role E_FUSE_SE Hierarchy,
hierarchies. CURITY_CO Functional
NSOLE&fndT Security
askItemNode Custom
Id=ASE_MAI Role
N_WORKAR Privilege
EA Membershi
p,
Functional
Security
Custom
Roles
3 Manage Task Review the Application HCM Y Y Y Y HC HCM faces/FuseO Functional Functional
Duties logical groupings s Security MU UI verview? Security Security
of tasks that I fndGlobalIte Custom Custom
define duty roles. mNodeId=AS Roles Role
Provision duty E_FUSE_SE Hierarchy,
roles to abstract, CURITY_CO Functional
Page 43 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
job, or other duty NSOLE&fndT Security
roles. askItemNode Custom
Id=ASE_MAI Role
N_WORKAR Privilege
EA Membershi
p,
Functional
Security
Custom
Roles
3 Define Task Define Purchasing Proc N Y
Data Security List accounting urem
for security and ent
Procurement encryption.
Manage data
security policies
and data roles.
4 Manage Data Task Review, create, Application HCM N Y Y Y HC HCM faces/FuseO Application
Security or update grants s Security MU UI verview Data
Policies of entitlement to I Security
a user or role on Policy
an object or
attribute group for
a given condition.
Page 44 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Data Task Create HCM data Global HCM N Y Y Y HC HCM /WEB- HCM Data HCM Data
Role and roles to enable Human MU UI INF/oracle/ap Role Role, HCM
Security users, such as Resources I ps/hcm/secur Data Role
Profiles human resource ity/ui/flow/Ma Security
specialists, nageDataRol Profile
benefits esFlow.
specialists, and xml#Manage
payroll DataRolesFlo
managers, to w
access the HCM
data required by
their job roles.
Assign security
profiles to
abstract roles,
such as
employee and
line manager, to
enable users to
access standard
data for those
roles.
3 Define Task Define supplier Purchasing Proc N Y
Trading List and customer urem
Partner security. ent
Security
Page 45 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define the roles Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier User that can be Model urem CM MUI INF/oracle/ap User Roles
Roles provisioned to ent UI ps/prc/poz/us
supplier users. ers/publicUi/fl
ow/SupplierR
oleProvisionF
low.
xml#Supplier
RoleProvisio
nFlow
4 Manage Task Define the roles a Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier User supplier Model urem CM MUI INF/oracle/ap User Roles
Role Usages administrator can ent UI ps/prc/poz/us
provision and set ers/publicUi/fl
default roles for ow/SupplierR
Oracle Fusion oleProvisionF
Supplier Portal low.
and Oracle xml#Supplier
Fusion Sourcing. RoleProvisio
nFlow
3 Define Task Configure user Purchasing Proc N Y
Users for List access to HCM urem
Procurement data and ent
functions.
Page 46 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Create and Global HCM Y Y Y Y HC HCM /WEB- Role Role
HCM Role manage rules for Human MU UI INF/oracle/ap Provisionin Provisionin
Provisioning provisioning roles Resources I ps/hcm/secur g Rule g
Rules to people based ity/ui/flow/Rol Associated
on assignment eMappingSe Role List,
information, such archFlow. Role
as job, position, xml#RoleMap Provisionin
and person type. pingSearchFl g Rule
ow
4 Import Task Import Worker Global HCM N Y N N HC HCM /WEB- User
Worker Users users as HCM Human MU UI INF/oracle/ap
Workers from Resources I ps/hcm/com
legacy mon/batchLo
applications. The ader/ui/flow/L
import process aunchSpread
will automatically sheetLoader
create user Flow.
accounts and xml#LaunchS
assign roles to preadsheetLo
workers using aderFlow
HCM role
provisioning
rules.
Page 47 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Manage Global HCM Y Y N N HC HCM /WEB- User
Users application user Human MU UI INF/oracle/ap
definitions. Resources I ps/hcm/peopl
e/search/publ
icUi/primary/fl
ow/UserSear
chTF.
xml#UserSea
rchTF
4 Manage Task Manage business Financials Finan N Y N N FS FSC /WEB- Business
Business Unit unit data access Common cials CM MUI INF/oracle/ap Unit User
Data Access for user Module UI ps/financials/ Data
for Users provisioned roles, commonMod Access
an example ules/shared/d
would be to ataSecurity/ui
assign a /flow/Manage
business unit to a DataAccessF
user with the low.
Accounts xml#Manage
Receivable DataAccessF
Manager job role. low
1 Define Task Define and Purchasing Proc Y N
Common List maintain setup urem
Procurement components for ent
Configuration the common
procurement
configuration
Page 48 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
including
catalogs, supplier
configuration,
account rules,
and taxes.
2 Define Task Create and edit Product SCM Y Y
Functional List functional area Model
Area catalogs, create
Catalogs and edit category
hierarchies and
assign items to
the functional
area catalog.
3 Manage Task Create and edit Product SCM Y Y Y Y FS FSC /WEB- Functional
Functional functional area Model CM MUI INF/oracle/ap Area Item
Area catalogs. UI ps/scm/produ Catalog,
Catalogs ctModel/catal Item
ogs/ui/flow/D Category,
efaultCatalog Valid
Flow. Catalog
xml#DefaultC Category
atalogFlow
3 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Catalog catalog Model CM MUI Descriptive
Descriptive descriptive UI Flexfield
Flexfields flexfield
attributes.
Page 49 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Category category Model CM MUI Descriptive
Descriptive descriptive UI Flexfield
Flexfields flexfield
attributes.
2 Define Task Define and Supplier Proc N Y
Supplier List maintain setup Model urem
Configuration components prior ent
to creating
suppliers
including
lookups, category
hierarchy,
supplier
numbering,
supplier value
sets, and supplier
descriptive
flexfields.
3 Specify Task Specify the Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier supplier number Model urem CM MUI INF/oracle/ap Number
Numbering to be used when ent UI ps/prc/poz/su
the next supplier ppliers/public
record is created. Ui/core/flow/
SupplierNum
berSetupFlo
w.
Page 50 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#Supplier
NumberSetu
pFlow
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the set Model urem CM MUI Standard
Type Lookup of values that ent UI Lookup
categorize
suppliers for
reporting
purposes.
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Tax maintain the set Model urem CM MUI Standard
Organization of values that ent UI Lookup
Type Lookup categorize
suppliers for tax
reporting
purposes.
3 Manage Task Select the Supplier Proc N Y Y Y FS FSC Application
Supplier options to define Model urem CM MUI Profile
Profile aspects of the ent UI Value
Options Supplier
application's
behavior.
Page 51 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Create and Self Proc N Y Y Y FS FSC /WEB- Procureme
Supplier maintain the Service urem CM MUI INF/oracle/ap nt Browse
Products and supplier products Procureme ent UI ps/prc/por/cat Category,
Services and services nt alogMgmt/pu Procureme
Category category blicUi/browse nt Browse
Hierarchy hierarchy. Category/flow Tree
/BrowseCate
goryMainAre
aFlow.
xml#Browse
CategoryMai
nAreaFlow
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain supplier Model urem CM MUI Flexfield
Value Sets value sets. ent UI Value Set
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the Model urem CM MUI Descriptive
Descriptive descriptive ent UI Flexfield
Flexfields flexfields value
for the supplier.
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC /WEB- Application
Supplier maintain Model urem CM MUI INF/oracle/ap Descriptive
Bank descriptive ent UI ps/fnd/applco Flexfield
Account flexfield values re/flex/dff/ui/p
Descriptive for supplier bank ublicFlow/Ma
Page 52 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Flexfields accounts. nageDescripti
veFlexfieldsT
F.
xml#Manage
DescriptiveFl
exfieldsTF
3 Manage Task Review and edit Supplier Proc N Y Y N FS FSC /WEB- Application
Supplier Supplier Model urem CM MUI INF/oracle/ap Message
Messages messages. ent UI ps/fnd/applco
re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
3 Configure Task Configure the Supplier Proc N Y N N FS FSC /WEB-
Supplier service that Model urem CM MUI INF/oracle/ap
Outbound allows customers ent UI ps/setup/com
Synchronizati to systematically monSetup/se
on Service synchronize tupHub/public
updates to Ui/flow/Endp
supplier records ointPolicyFlo
from Oracle w.
Fusion xml#Endpoint
Applications to PolicyFlow
their own
applications.
Page 53 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Configure Task Configure profile Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier entities for Model urem CM MUI INF/oracle/ap Registratio
Registration supplier ent UI ps/prc/poz/se n Options,
and Profile registration and tup/ui/flow/Su Supplier
Change supplier profile pplierConfig Registratio
Request management. MainAreaFlo n and Self
w. Service
xml#Supplier Profile
ConfigMainAr Configurati
eaFlow on
3 Configure Task Configure e-mail Supplier Proc N Y Y Y FS FSC /WEB- Enable
New Supplier notification for Model urem CM MUI INF/oracle/ap New
Notification new suppliers ent UI ps/prc/poz/se Supplier
approved for tup/ui/flow/Ne Notification
spend. wSupplierDo , New
cConfigMain Supplier
AreaFlow. Notification
xml#NewSup
plierDocConfi
gMainAreaFl
ow
3 Manage Task Establish Oracle Common CRM N Y N N CR CRM /WEB-
Integration Verification CRM MU UI INF/oracle/ap
with Oracle Services for I ps/customer
Verification Address, Phone Center/applic
Services and Email ation360/publ
verification with icUi/daas/Da
Page 54 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
CX Cloud aSIntegration
Integration. Settings.
xml#DaaSInt
egrationSetti
ngs
3 Manage Task Allows Trading CRM N Y Y Y CR CRM /WEB- Trading
Address management of Community MU UI INF/oracle/ap Community
Cleansing address Data I ps/cdm/data Data
Configuration cleansing Quality Quality/engin Quality
s configurations eSetup/ui/cle Cleansing
associated with anseConfigur Configurati
address ations/flow/Zc on, Trading
verification cloud qEdqCleanse Community
service ConfigTF. Data
xml#ZcqEdq Quality
CleanseConfi Match and
gTF Cleanse
Configurati
on
Attribute,
Trading
Community
Data
Quality
Match and
Cleanse
Object
Page 55 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Setup,
Trading
Community
Data
Quality
Matching
and
Cleansing
Configurati
on, Trading
Community
Data
Quality
Matching
and
Cleansing
Configurati
on
Parameter
Value
3 Define Task Define Supplier Proc N Y
Supplier List configurations for Model urem
Registration supplier ent
Descriptive registration
Flexfields descriptive
Configuration flexfields.
Page 56 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain supplier Model urem CM MUI Flexfield
Registration registration value ent UI Value Set
Value Sets sets.
4 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the Model urem CM MUI Descriptive
Registration descriptive ent UI Flexfield
Descriptive flexfields value
Flexfields for supplier
registration.
4 Manage Task Define additional Trading CRM N Y Y Y FS FSC Application
Trading fields to enter Community CM MUI Descriptive
Community and track Model UI Flexfield
Person information that is
Descriptive not otherwise
Flexfields captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
Page 57 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define additional Trading CRM N Y Y Y FS FSC Application
Trading fields to enter Community CM MUI Descriptive
Community and track Model UI Flexfield
Organization information that is
Site not otherwise
Descriptive captured.
Flexfields Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
page.
3 Define Task Define Supplier Proc N Y
Supplier List configurations for Model urem
Match managing ent
Configuration matching
suppliers during
deduplication
process.
4 Configure Task Configure party Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Party relationships for Model urem CM MUI INF/oracle/ap Match
Relationships matching ent UI ps/prc/poz/se Party
for Supplier suppliers during tup/ui/flow/Su Relationshi
Match deduplication pplierConfig p
process. MatchFlow.
Page 58 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#Supplier
ConfigMatch
Flow
4 Manage Task Review and Trading CRM N Y Y Y CR CRM /WEB- Trading
Server define the data Community MU UI INF/oracle/ap Community
Configuration quality server Data I ps/cdm/data Data
s configuration to Quality Quality/engin Quality
integrate with eSetup/ui/ser Provider
Informatica Data verOperation Attribute
Quality. The s/flow/ZcqOp Details,
server name is erationsSum Trading
then associated maryTF. Community
with the matching xml#ZcqOper Data
and cleansing ationsSumma Quality
configuration to ryTF Server
provide duplicate Information
prevention, batch , Trading
duplicate Community
identification, and Data
real-time and Quality
batch data Server
cleansing. Operation,
Trading
Community
Data
Page 59 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Quality
Server
Operation
Attribute
Mapping,
Trading
Community
Data
Quality
Server
Operation
Parameter,
Trading
Community
Data
Quality
Server
Operation
Parameter
Condition,
Trading
Community
Data
Quality
Server
Operation
Parameter
Page 60 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Value
4 Manage Task Allows Trading CRM N Y Y Y CR CRM /WEB- Trading
Enterprise management of Community MU UI INF/oracle/ap Community
Data Quality matching Data I ps/cdm/data Data
Matching configurations Quality Quality/engin Quality
Configuration associated with eSetup/ui/ma Match
s enterprise data tchConfigurat Rules,
quality ions/flow/Zcq Trading
integration. EdqMatchCo Community
nfigTF. Data
xml#ZcqEdq Quality
MatchConfig Match and
TF Cleanse
Configurati
on
Attribute,
Trading
Community
Data
Quality
Match and
Cleanse
Object
Page 61 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Setup,
Trading
Community
Data
Quality
Matching
and
Cleansing
Configurati
on, Trading
Community
Data
Quality
Matching
and
Cleansing
Configurati
on
Parameter
Value
3 Define Task Define Supplier Proc N Y
Business List configurations for Model urem
Classification managing ent
Configuration supplier business
classifications.
Page 62 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Business maintain the set Model urem CM MUI Standard
Classification of values ent UI Lookup
Lookup describing the
classifications
used for tracking
supplier diversity.
4 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Minority maintain the set Model urem CM MUI Standard
Group of minority ent UI Lookup
Lookup groups that are
used to
subclassify
minority owned
suppliers.
4 Manage Task Define and Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Certifying maintain Model urem CM MUI INF/oracle/ap Certifying
Agencies certifying ent UI ps/prc/poz/su Agency,
agencies for ppliers/public Supplier
supplier business Ui/manageCe Certifying
classifications. rtifyingAgenci Agency:
es/flow/Certif Business
yingAgencyS Classificati
etupFlow. ons
xml#Certifyin
gAgencySetu
pFlow
Page 63 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Define Supplier Proc N Y
Address List configurations for Model urem
Configuration managing ent
supplier
addresses.
4 Manage Task Manage Trading CRM N Y N N CR CRM /WEB- Trading
Geographies geographic Community MU UI INF/oracle/ap Community
entities such as Model I ps/cdm/found Geography
country, state, ation/geograp
province, and hies/publicUi/
city. Manage geoAdmin/flo
geography w/GeoAdmin
hierarchy ManageCoun
structure and triesTF.
validations. xml#GeoAdm
inManageCo
untriesTF
4 Manage Task Review and Trading CRM N Y Y Y CR CRM /WEB- Trading
Address configure how Community MU UI INF/oracle/ap Community
Formats addresses Model I ps/cdm/found Style
appear in the ation/parties/ Format,
application, such ui/setup/style Trading
as the sequence Formats/flow/ Community
of address StyleFormatS Style
elements in a earchAddres Format
postal address. sesTF. Layout,
xml#StyleFor Trading
Page 64 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
matSearchAd Community
dressesTF Style
Format
Locale,
Trading
Community
Style
Format
Variation
3 Define Task This activity Collaborati SCM N Y
Collaboration List includes all tasks on
Messaging required to set up Messaging
collaboration Framework
messaging.
4 Manage Task Configure system Collaborati SCM N Y Y Y FS FSC /WEB- Collaborati
Collaboration properties that on CM MUI INF/oracle/ap on
Messaging enable or disable Messaging UI ps/scm/cmk/c Messaging
Configuration specific Framework ollaborationM Business
messaging essagingSetu Process,
features. p/ui/flow/Man Collaborati
ageCollabora on
tionMessage Messaging
ConfigFlow. Parameter,
xml#Manage Collaborati
Collaboration on
MessageCon Messaging
figFlow Parameter
Page 65 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
s Data
4 Manage Task Configure service Collaborati SCM N Y Y Y FS FSC /WEB- Collaborati
Collaboration providers that are on CM MUI INF/oracle/ap on
Messaging used by Messaging UI ps/scm/cmk/c Message
Service collaboration Framework ollaborationM Definition,
Providers messaging. essagingSetu Collaborati
p/ui/flow/Man on
ageCollabora Messaging
tionMessagin Delivery
gServiceProv Method,
idersFlow. Collaborati
xml#Manage on
Collaboration Messaging
MessagingSe Service
rviceProvider Provider,
sFlow External
Message
Type
Definition,
Inbound
Collaborati
on
Message
Page 66 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Definition,
Outbound
Collaborati
on
Message
Definition
4 Manage Task Populate the Collaborati SCM N Y N N FA FAS /composer
Collaboration domain value on Co OA
Messaging maps that are Messaging mp
Domain setup for Framework ose
Value Map documents r
processed by the
collaboration
messaging
framework.
4 Manage Task Task Review and edit Supply SCM N Y Y Y Fa FAS worklistapp/fa Application
Configuration approval flow Chain So OA ces/administr Standard
s for Supply rules for workflow Manageme aIn ation.jspx? Lookup
Chain tasks. nt Common teg
Management Component rati
s on
4 Manage Task Manage Approval Application ATF N Y N N Fa FAS worklistapp/fa
Approval Groups Toolkit So OA ces/administr
Groups aIn ation.jspx?
teg
rati
on
Page 67 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage B2B Task Manage B2B e- Collaborati SCM Y Y N N B2 Busin faces/login.
Configuration commerce on bco ess jspx
gateway setups Messaging nso to
in Oracle B2B Framework le Busin
console. ess
3 Define Task Define supplier Supplier Proc N Y
Supplier Data List data through file Model urem
through File based import ent
Based Import process.
4 Upload Task Upload supplier Supplier Proc N Y N N FS FSC /WEB-
Supplier import file Model urem CM MUI INF/oracle/ap
Import File through UCM. ent UI ps/fnd/applco
re/ui/flow/Fnd
ManageImpo
rtExport.
xml#FndMan
ageImportEx
port
4 Load Task Load supplier Supplier Proc N Y N N FS FSC /WEB-
Supplier import interface Model urem CM MUI INF/oracle/ap
Interface through ent UI ps/fnd/applcp
through scheduled /monitor/ui/flo
Scheduled process. w/MonitorPro
Process cessesMainA
reaFlow.
xml#MonitorP
Page 68 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
rocessesMai
nAreaFlow
4 Import Task Import supplier Supplier Proc N Y N N FS FSC /WEB- Supplier
Suppliers data through Model urem CM MUI INF/oracle/ap
scheduled ent UI ps/prc/poz/su
process. ppliers/ui/ess/
supplierImpor
t/flow/Supplie
rImportFlow.
xml#SupplierI
mportFlow
2 Manage Task Define and Self Proc N Y Y Y FS FSC /WEB- Procureme
Procurement maintain the Service urem CM MUI INF/oracle/ap nt Browse
Category procurement Procureme ent UI ps/prc/por/cat Category,
Hierarchy category nt alogMgmt/pu Procureme
hierarchy, which blicUi/browse nt Browse
is used to filter Category/flow Tree
and present a /BrowseCate
relevant default goryMainAre
view of aFlow.
procurement xml#Browse
metrics in the CategoryMai
dashboard. nAreaFlow
Page 69 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define and Purchasing Proc Y Y Y Y FS FSC /WEB- Procureme
Procurement maintain urem CM MUI INF/oracle/ap nt Agent,
Agents procurement ent UI ps/prc/po/set Procureme
agents access to up/ui/procure nt Agent
information such mentAgents/fl Access
as purchasing ow/Procurem
documents, entAgentsMai
suppliers, nFlow.
approved xml#Procure
supplier list mentAgents
entries, and MainFlow
business
intelligence
spend data.
2 Define Task Define approval Purchasing Proc Y Y
Approval List routing structures urem
Management and controls to ent
for match your
Procurement organization's
needs.
3 Manage Task Manage Approval Application ATF N Y N N Fa FAS worklistapp/fa
Approval Groups Toolkit So OA ces/administr
Groups aIn ation.jspx?
teg
rati
on
Page 70 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define and Self Proc Y Y N N FS FSC /WEB-
Requisition maintain approval Service urem CM MUI INF/oracle/ap
Approvals routing and Procureme ent UI ps/prc/por/ma
configuration for nt nageApprova
requisitions. lRules/ui/flow
/ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Define and Sourcing Proc N Y N N FS FSC /WEB-
Supplier maintain approval urem CM MUI INF/oracle/ap
Negotiation routing and ent UI ps/prc/por/ma
Approvals configuration for nageApprova
supplier lRules/ui/flow
negotiations. /ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Define and Sourcing Proc N Y N N FS FSC /WEB-
Supplier maintain approval urem CM MUI INF/oracle/ap
Negotiation routing and ent UI ps/prc/por/ma
Award configuration for nageApprova
Approvals supplier lRules/ui/flow
Page 71 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
negotiation /ManageAppr
awards. ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Define and Purchasing Proc Y Y N N FS FSC /WEB-
Purchasing maintain approval urem CM MUI INF/oracle/ap
Document routings and ent UI ps/prc/por/ma
Approvals configuration for nageApprova
purchasing lRules/ui/flow
documents. /ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Author approval Supplier Proc N Y N N FS FSC /WEB-
Internal rules to route an Model urem CM MUI INF/oracle/ap
Supplier internal supplier ent UI ps/prc/por/ma
Registration registration for nageApprova
Approvals approval. lRules/ui/flow
/ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
Page 72 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
sFlow
3 Manage Task Author approval Supplier Proc N Y N N FS FSC /WEB-
Supplier rules to route an Model urem CM MUI INF/oracle/ap
Registration external supplier ent UI ps/prc/por/ma
Approvals registration for nageApprova
approval. lRules/ui/flow
/ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Author approval Supplier Proc N Y N N FS FSC /WEB-
Supplier rules to route a Model urem CM MUI INF/oracle/ap
Spend supplier spend ent UI ps/prc/por/ma
Authorization authorization nageApprova
Approvals request for lRules/ui/flow
approval. /ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
Page 73 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Author approval Supplier Proc N Y N N FS FSC /WEB-
Internal rules to route an Model urem CM MUI INF/oracle/ap
Supplier internal supplier ent UI ps/prc/por/ma
Profile profile change nageApprova
Change request for lRules/ui/flow
Approvals approval. /ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Author approval Supplier Proc N Y N N FS FSC /WEB-
Supplier rules to route a Model urem CM MUI INF/oracle/ap
Profile supplier profile ent UI ps/prc/por/ma
Change change request nageApprova
Approvals for approval. lRules/ui/flow
/ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Define and Supply SCM N Y N N FS FSC /WEB-
External maintain approval Chain for CM MUI INF/oracle/ap
Purchase routing and Healthcare UI ps/prc/por/ma
Price configuration for nageApprova
Approvals external lRules/ui/flow
Page 74 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
purchase prices /ManageAppr
and its change ovalRulesFlo
orders. w.
xml#Manage
ApprovalRule
sFlow
3 Manage Task Review and edit Purchasing Proc N Y N N Fa FAS worklistapp/fa
Task approval flow urem So OA ces/administr
Configuration rules for workflow ent aIn ation.jspx?
s for tasks. teg
Procurement rati
on
3 Manage Task Configure Purchasing Proc N Y N N FS FSC /WEB-
Work approval routing urem CM MUI INF/oracle/ap
Confirmation and manage ent UI ps/prc/por/ma
Approvals approval rules for nageApprova
work lRules/ui/flow
confirmations. /ManageAppr
ovalRulesFlo
w.
xml#Manage
ApprovalRule
sFlow
Page 75 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Task Task List for Purchasing Proc N Y
Transaction List configuring urem
Accounting Transaction ent
for Accounting Rules
Procurement for Procurement.
3 Define Task Define the rules Subledger Finan N Y Subledger
Transaction List to derive Accounting cials Application
Account transaction Setup
Rules accounts.
4 Define Task Define the Subledger Finan N Y
Sources List subledger Accounting cials
application and
sources to be
used in
Transaction
Account Builder
setups.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
w/SlaEventM Event
Page 76 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
or,
Accounting
Event
Type,
Subledger
Accounting
Event
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Entity
Page 77 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Mapping,
Subledger
Process
Category,
Subledger
Process
Category
Setup,
Subledger
Transactio
n Entity
Type,
Subledger
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Transactio
Page 78 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Entity
Type
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Page 79 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Sources are used cesManageFl
in the definition of ow.
the rules. xml#Sources
ManageFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 80 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Define Task Configure the Subledger Finan N Y
Transaction List rules to derive Accounting cials
Accounts accounts on
subledger
transactions.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
n Account
Type
Page 81 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Transaction maintain the Accounting cials CM MUI INF/oracle/ap Transactio
Account types of accounts UI ps/financials/ n Account
Types that can be subledgerAcc Type
derived for a ounting/trans
transaction, as actionAccoun
well as the tBuilder/ui/flo
sources that can w/Transactio
be used for its nAccountTyp
derivation. eFlow.
xml#Transact
ionAccountTy
peFlow
Page 82 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Transaction maintain the Accounting cials CM MUI INF/oracle/ap Transactio
Account object that UI ps/financials/ n Account
Definitions groups the subledgerAcc Rule Set,
account ounting/trans Subledger
derivation rules actionAccoun Transactio
used to derive tBuilder/ui/flo n Account
default accounts w/Transactio Rule Set
for transactions nAccountDef Assignmen
of an application. Flow. t
xml#Transact
ionAccountD
efFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
Page 83 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Tax Task Configure tax Tax Finan N Y Tax
Configuration List setup according cials Regime
to local and
international tax
requirements.
3 Manage Task Create and Tax Finan Y Y Y Y FS FSC /WEB- Tax Business
Tax Regimes maintain tax cials CM MUI INF/oracle/ap Regime Unit GCO
regimes for the UI ps/financials/t Tax
taxes in each ax/configurati Subscriptio
country and on/regime/ui/f n,
geographic low/TaxRegi Business
region where a meSearchFlo Unit
separate tax or w. Regime
collection of xml#TaxRegi Subscriptio
taxes apply. You meSearchFlo n,
can use rapid w Business
setup Unit
spreadsheets to Regime
create tax Subscriptio
regimes and tax n Detail,
regime Business
subscription. Unit
Regime
Usage,
Business
Unit Tax
Regime
Page 84 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Profile, Tax
Regime,
Tax
Regime
Subscriptio
n, Tax
Regime
Subscriptio
n
Exclusion
3 Run Task Upload US sales Tax Finan N Y N N FS FSC /WEB-
Jurisdiction and use tax cials CM MUI INF/Schedule
and Rates jurisdictions and UI Jobset-
Upload tax rates from a taskflow.
Program tax content xml#Schedul
provider. eJobset-
taskflow
3 Manage Task Create and Tax Finan Y Y Y Y FS FSC /WEB- Tax Tax
Taxes maintain details cials CM MUI INF/oracle/ap Regime, Jurisdiction
for tax rates, tax UI ps/financials/t Transactio , Tax
recovery rates, ax/configurati n Tax Jurisdiction
and tax on/regime/ui/f Default
accounting low/TransTax Tax
associated with SearchFlow. Account,
these rates. You xml#TransTa Tax
can use rapid xSearchFlow Regime,
setup Tax
Page 85 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
spreadsheets to Settlement
create taxes. Authority,
Tax
Threshold
Schedule
Control,
Transactio
n Default
Tax
Account,
Transactio
n
Jurisdiction
Default
Tax
Account,
Transactio
n Tax,
Transactio
n Tax
Jurisdiction
,
Transactio
n Tax
Threshold
Schedule,
Transactio
Page 86 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Tax
Threshold
Schedule
Control
3 Manage Task Create and Tax Finan Y Y Y Y FS FSC /WEB- Tax Status Tax Rate
Tax Rates maintain details cials CM MUI INF/oracle/ap Gross
and Tax for tax rates and UI ps/financials/t Amount
Recovery tax recovery ax/configurati Default
Rates rates. You can on/regime/ui/f Tax
use rapid setup low/TaxRate Account,
spreadsheets to SearchFlow. Tax Rate
create tax rates xml#TaxRate Gross
and tax recovery SearchFlow Amount
rates. Schedule,
Tax Rate
Gross
Amount
Type, Tax
Rate Line
Amount
Default
Tax
Account,
Tax Rate
Line
Amount
Page 87 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Schedule,
Tax Rate
Line
Amount
Type, Tax
Rate
Percent
Default
Tax
Account,
Tax Rate
Percent
Type, Tax
Rate
Quantity
Default
Tax
Account,
Tax Rate
Quantity
Type, Tax
Rate
Recover
Default
Tax
Account,
Tax Rate
Page 88 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Recovery
Type, Tax
Rate
Schedule,
Tax Rate
Schedule
Default
Tax
Account,
Tax Rate
Schedule
Rate Type,
Tax Rate
Schedule
Withheld,
Tax Rate
Unit Price
Default
Tax
Account,
Tax Rate
Unit Price
Rate
Schedule,
Tax Rate
Unit Price
Type, Tax
Page 89 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Rate
Withheld
Amount
Type, Tax
Rate
Withheld
Default
Account,
Tax Status
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Tax maintain tax cials CM MUI INF/oracle/ap Exception
Exceptions exceptions to UI ps/financials/t
modify or ax/configurati
override a tax on/regime/ui/f
rate by item or low/TaxExce
product fiscal ptionSearchF
classification low.
association. xml#TaxExce
ptionSearchF
low
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Application
Party Tax maintain tax cials CM MUI INF/oracle/ap Tax
Profiles profiles for first UI ps/financials/t Option,
party legal ax/configurati Business
entities, legal on/party/ui/flo Unit Tax
reporting units, w/PartyTaxPr Profile,
business units ofileSearchFl Customer
Page 90 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
and third party ow. Tax Profile,
supplier and xml#PartyTax Intended
customers. ProfileSearch Use
Flow Denormaliz
ed Fiscal
Classificati
on Code,
Intended
Use Fiscal
Classificati
on Code,
Intended
Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n Business
Category
Code
Associatio
n, Legal
Entity Tax
Profile,
Page 91 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Legal Party
Denormaliz
ed Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Type,
Legal Party
Tax
Regime
Classificati
on Type,
Legal Party
Transactio
n Business
Category
Code
Associatio
n, Legal
Reporting
Document
Page 92 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Sequence,
Legal
Reporting
Unit
Denormaliz
ed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Legal
Reporting
Unit Tax
Profile,
Legal
Reporting
Unit Tax
Profile VAT
Report,
Legal
Reporting
VAT
Register,
Party
Page 93 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Classificati
on Type
Tax
Regime,
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Transactio
n Business
Category
Code
Associatio
n, Product
Category
Denormaliz
ed Fiscal
Page 94 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n Business
Category
Code
Associatio
n, Product
Page 95 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Denormaliz
ed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Product
Transactio
n Business
Category
Code
Associatio
n, Tax
Authority
Tax Profile,
Page 96 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Tax
Partner
Tax Profile,
Transactio
n Business
Category
Code
Associatio
n,
Transactio
n Business
Category
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
Page 97 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
on Type
Tax
Regime,
Transactio
n Business
Category
Type,
Transactio
n
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
Page 98 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormaliz
ed
Classificati
on Code,
User-
Defined
Page 99 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Fiscal
Classificati
on Type
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- First Party
Tax maintain tax cials CM MUI INF/oracle/ap Registratio
Registrations registration UI ps/financials/t n Default
information ax/configurati Tax
related to a on/party/ui/flo Account,
party's w/TaxRegSe Legal
transaction tax or archFlow. Reporting
withholding tax xml#TaxReg Unit Tax
obligation with a SearchFlow Profile
tax authority for a Registratio
tax jurisdiction n
where it conducts
business.
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Tax maintain tax cials CM MUI INF/oracle/ap Exemption
Exemptions exemptions to UI ps/financials/t
reduce or ax/configurati
increase the tax on/party/ui/flo
rate applied to a w/TaxExempt
transaction. SearchFlow.
xml#TaxExe
mptSearchFl
Page 100 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ow
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Intended
Transaction- maintain cials CM MUI INF/oracle/ap Use
Based Fiscal transaction fiscal UI ps/financials/t Denormaliz
Classification classifications to ax/configurati ed Fiscal
s classify on/classificati Classificati
transactions that on/ui/flow/Fis on Code,
have a specific calClassificati Intended
requirement for onSearchFlo Use Fiscal
tax w. Classificati
determination. xml#FiscalCl on Code,
assificationS Intended
earchFlow Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n Business
Category
Code
Page 101 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Associatio
n, Legal
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Type,
Legal Party
Tax
Regime
Classificati
on Type,
Legal Party
Transactio
n Business
Category
Code
Associatio
n, Legal
Page 102 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Reporting
Unit
Denormaliz
ed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Page 103 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Classificati
on Type,
Party
Transactio
n Business
Category
Code
Associatio
n, Product
Category
Denormaliz
ed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Page 104 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n Business
Category
Code
Associatio
n, Product
Denormaliz
ed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
Page 105 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
on Type
Tax
Regime,
Product
Transactio
n Business
Category
Code
Associatio
n,
Transactio
n Business
Category,
Transactio
n Business
Category
Code
Associatio
n,
Transactio
n Business
Category
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
Page 106 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Business
Category
Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n Business
Category
Type,
Transactio
n
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Page 107 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Page 108 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Tax
Regime,
User-
Defined
Denormaliz
ed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Intended
Party Fiscal maintain tax cials CM MUI INF/oracle/ap Use
Classification classifications UI ps/financials/t Denormaliz
s used by a tax ax/configurati ed Fiscal
authority to on/classificati Classificati
categorize a on/ui/flow/Par on Code,
party and is tyClassificatio Intended
applicable in the nSearchFlow. Use Fiscal
tax determination xml#PartyCla Classificati
process. ssificationSe on Code,
archFlow Intended
Use Fiscal
Classificati
on Type
Page 109 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Tax
Regime,
Intended
Use
Transactio
n Business
Category
Code
Associatio
n, Legal
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Type,
Legal Party
Tax
Regime
Classificati
Page 110 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
on Type,
Legal Party
Transactio
n Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Denormaliz
ed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormaliz
ed Fiscal
Page 111 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Transactio
n Business
Category
Code
Associatio
n, Product
Category
Denormaliz
ed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Page 112 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n Business
Category
Code
Associatio
n, Product
Denormaliz
ed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
Page 113 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Product
Transactio
n Business
Category
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n Business
Category
Code
Associatio
n,
Page 114 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Transactio
n Business
Category
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n Business
Category
Type,
Transactio
n
Page 115 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Page 116 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormaliz
ed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Intended
Product- maintain fiscal cials CM MUI INF/oracle/ap Use
Based Fiscal classifications to UI ps/financials/t Denormaliz
Classification classify products ax/configurati ed Fiscal
s that have a on/classificati Classificati
specific on/ui/flow/Pro on Code,
Page 117 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
requirement for ductBasedFis Intended
tax determination calClassificati Use Fiscal
or tax reporting onSearchFlo Classificati
purposes. w. on Code,
xml#Product Intended
BasedFiscal Use Fiscal
Classification Classificati
SearchFlow on Type,
Intended
Use Fiscal
Classificati
on Type
Tax
Regime,
Intended
Use
Transactio
n Business
Category
Code
Associatio
n, Legal
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Page 118 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Legal Party
Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Type,
Legal Party
Tax
Regime
Classificati
on Type,
Legal Party
Transactio
n Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Denormaliz
ed Fiscal
Classificati
on Code,
Legal
Page 119 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Transactio
n Business
Category
Code
Page 120 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Associatio
n, Product
Category
Denormaliz
ed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
Page 121 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Business
Category
Code
Associatio
n, Product
Denormaliz
ed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Product
Transactio
n Business
Category
Page 122 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n Business
Category
Code
Associatio
n,
Transactio
n Business
Category
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Code,
Transactio
n Business
Page 123 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n Business
Category
Type,
Transactio
n
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Page 124 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Code,
User-
Defined
Classificati
on Type
Tax
Regime,
User-
Page 125 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Defined
Denormaliz
ed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Tax Rules maintain tax rules cials CM MUI INF/oracle/ap Determina
using UI ps/financials/t nt Defaults,
spreadsheets, ax/configurati Tax Rate
that define the on/rule/ui/flo Determinat
conditions under w/TaxRuleSe ion Rule,
which the archFlow. Tax Rule,
exceptions to xml#TaxRule Tax Rule
default taxability SearchFlow Condition,
apply. You can Tax Rule
use rapid setup Condition
spreadsheets to Set, Tax
create tax rules. Rule
Condition
Set
Template,
Tax Rule
Page 126 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result, Tax
Rule
Result
Details
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Configurati
Configuration maintain tax cials CM MUI INF/oracle/ap on Owner
Owner Tax options for UI ps/financials/t Tax Option
Options configuration ax/configurati
owners and on/event/ui/fl
relevant event ow/Configura
classes, to tionOwnerTa
influence tax xOptionsSear
determination. chFlow.
This setup xml#Configur
precedes the ationOwnerT
predefined event axOptionsSe
class setup. archFlow
Page 127 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Application
Application maintain cials CM MUI INF/oracle/ap Tax Option
Tax Options application tax UI ps/financials/t
options for ax/configurati
migrated data by on/event/ui/fl
combinations of ow/Applicatio
business unit and nTaxOptionS
application. earch.
xml#Applicati
onTaxOption
Search
3 Manage Task Create a Tax Finan N Y Y Y FS FSC /WEB- Payables
Withholding calendar used for cials CM MUI INF/oracle/ap Calendar
Tax withholding tax UI ps/financials/ Period,
Calendars configuration payables/sha Payables
such as defining redSetup/spe Calendar
tax thresholds for cialCalendar/ Type
a period. ui/flow/Speci
alCalendarFl
ow.
xml#SpecialC
alendarFlow
3 Manage Task Verify tax Tax Finan N Y N N FS FSC /WEB- Detail Tax
Simulator configuration for cials CM MUI INF/oracle/ap Line,
Transactions taxes that are UI ps/financials/t Nonrecove
enabled for ax/transactio rable Tax
transactions, for n/ui/flow/Tax Distribution
Page 128 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
simulation, or for SimulatorSea ,
both by rchFlow. Recoverabl
processing real xml#TaxSimu e Tax
time transactions latorSearchFl Distribution
without affecting ow , Summary
active data. Tax Line,
Taxable
Transactio
n
Distribution
, Taxable
Transactio
n Header,
Taxable
Transactio
n Line
3 Define Task Optional tax Tax Finan N Y
Advanced List configuration cials
Tax tasks for
Configuration withholding and
transaction tax.
4 Manage Tax Task Create and Tax Finan N Y N N CR CRM /WEB- Trading
Geographies maintain Oracle cials MU UI INF/oracle/ap Community
Fusion Trading I ps/cdm/found Geography
Community ation/geograp
Model geography hies/publicUi/
information for geoAdmin/flo
Page 129 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
each w/GeoAdmin
geographical ManageCoun
region where you triesTF.
have tax xml#GeoAdm
requirements. inManageCo
untriesTF
4 Manage Tax Task Create and Tax Finan N Y Y Y CR CRM /WEB- Trading
Zone Types maintain tax zone cials MU UI INF/oracle/ap Community
types to I ps/cdm/found Geography
reference a ation/geograp Zone
specific part of a hies/publicUi/
master reference zones/flow/Z
geography onesSearchZ
hierarchy. oneTypesTF.
xml#ZonesSe
archZoneTyp
esTF
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax Status Tax Rate
Statuses maintain tax cials CM MUI INF/oracle/ap Gross
statuses that you UI ps/financials/t Amount
need for each tax ax/configurati Default
that you create on/regime/ui/f Tax
for a combination low/TaxStatu Account,
of tax regime, sSearchFlow. Tax Rate
tax, and xml#TaxStatu Gross
configuration sSearchFlow Amount
owner. Schedule,
Page 130 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Tax Rate
Gross
Amount
Type, Tax
Rate
Percent
Default
Tax
Account,
Tax Rate
Percent
Type, Tax
Rate
Quantity
Default
Tax
Account,
Tax Rate
Quantity
Type, Tax
Rate
Recover
Default
Tax
Account,
Tax Rate
Recovery
Page 131 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Type, Tax
Rate
Schedule,
Tax Rate
Schedule
Default
Tax
Account,
Tax Rate
Schedule
Rate Type,
Tax Rate
Schedule
Withheld,
Tax Rate
Withheld
Amount
Type, Tax
Rate
Withheld
Default
Account,
Tax Status
Page 132 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Jurisdictions maintain tax cials CM MUI INF/oracle/ap Jurisdiction
jurisdictions for UI ps/financials/t , Tax
geographic ax/configurati Jurisdiction
regions or tax on/regime/ui/f Default
zones where a low/TaxJurisd Tax
specific tax ictionSearchF Account,
authority levies a low. Tax
tax. xml#TaxJuris Threshold
dictionSearch Schedule
Flow Control
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Formulas maintain tax cials CM MUI INF/oracle/ap Formula,
formulas for tax UI ps/financials/t Tax
calculation if ax/configurati Formula
other than the on/rule/ui/flo Detail, Tax
taxable basis w/TaxFormul Formula
multiplied by the aSearchFlow. Quick
tax rate and for xml#TaxForm Rule, Tax
the taxable basis ulaSearchFlo Rule
if other than the w Condition,
line amount. Tax Rule
Condition
Set, Tax
Rule
Condition
Set
Page 133 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
4 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Intended
Transaction maintain tax cials CM MUI INF/oracle/ap Use
Fiscal classifications UI ps/financials/t Denormaliz
Classification used by a tax ax/configurati ed Fiscal
s authority to on/classificati Classificati
categorize a on/ui/flow/Tra on Code,
transaction for a nsactionFCM Intended
tax and is anageFlow. Use Fiscal
applicable in the xml#Transact Classificati
tax determination ionFCManag on Code,
and tax reporting eFlow Intended
processes. Use Fiscal
Classificati
on Type
Tax
Regime,
Page 134 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Intended
Use
Transactio
n Business
Category
Code
Associatio
n, Legal
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Code,
Legal Party
Fiscal
Classificati
on Type,
Legal Party
Tax
Regime
Classificati
on Type,
Legal Party
Page 135 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Transactio
n Business
Category
Code
Associatio
n, Legal
Reporting
Unit
Denormaliz
ed Fiscal
Classificati
on Code,
Legal
Reporting
Unit Fiscal
Classificati
on Code,
Party
Classificati
on Type
Tax
Regime,
Party
Denormaliz
ed Fiscal
Classificati
on Code,
Page 136 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Party
Fiscal
Classificati
on Code,
Party
Fiscal
Classificati
on Type,
Party
Transactio
n Business
Category
Code
Associatio
n, Product
Category
Denormaliz
ed Fiscal
Classificati
on,
Product
Category
Fiscal
Classificati
on Code,
Product
Category
Page 137 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Fiscal
Classificati
on Type,
Product
Category
Fiscal
Classificati
on Type
Tax
Regime,
Product
Category
Transactio
n Business
Category
Code
Associatio
n, Product
Denormaliz
ed Fiscal
Classificati
on Code,
Product
Fiscal
Classificati
on Code,
Product
Page 138 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Fiscal
Classificati
on Type,
Product
Fiscal
Classificati
on Type
Tax
Regime,
Product
Transactio
n Business
Category
Code
Associatio
n, Tax
Fiscal
Classificati
on,
Transactio
n Business
Category,
Transactio
n Business
Category
Code
Associatio
Page 139 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n,
Transactio
n Business
Category
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Code,
Transactio
n Business
Category
Fiscal
Classificati
on Type
Tax
Regime,
Transactio
n Business
Category
Type,
Transactio
Page 140 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n
Denormaliz
ed Fiscal
Classificati
on Code,
Transactio
n Fiscal
Business
Category
Code
Associatio
n,
Transactio
n Fiscal
Classificati
on Code,
Transactio
n Fiscal
Classificati
on Type,
Transactio
n Fiscal
Classificati
on Type
Tax
Regime,
User-
Page 141 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Defined
Business
Category
Code
Associatio
n, User-
Defined
Classificati
on Type
Tax
Regime,
User-
Defined
Denormaliz
ed
Classificati
on Code,
User-
Defined
Fiscal
Classificati
on Type
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax Rule,
Determining maintain tax cials CM MUI INF/oracle/ap Tax Rule
Factor Sets determining UI ps/financials/t Condition,
factor sets to ax/configurati Tax Rule
group together on/rule/ui/flo Condition
Page 142 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
related tax w/ManageDe Set, Tax
determining terminingFact Rule
factors to use in orSetFlow. Condition
tax rules xml#Manage Set
determination DeterminingF Template,
and tax regime actorSetFlow Tax Rule
determination. Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax Rule,
Condition maintain tax cials CM MUI INF/oracle/ap Tax Rule
Sets condition sets to UI ps/financials/t Condition,
group together ax/configurati Tax Rule
the tax conditions on/rule/ui/flo Condition
that constitute a w/TaxConditi Set, Tax
tax rule. onSetSearch Rule
Flow. Condition
xml#TaxCon Set
ditionSetSear Template,
chFlow Tax Rule
Condition
Page 143 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
4 Manage Tax Task Create and Tax Finan N Y Y Y FS FSC /WEB- Tax
Reporting maintain tax cials CM MUI INF/oracle/ap Reporting
Types reporting types to UI ps/financials/t Attribute,
capture additional ax/configurati Tax
tax information on/report/ui/fl Reporting
on transactions ow/TaxRepor Code, Tax
for tax reporting. tingTypeSear Reporting
chFlow. Code
xml#TaxRep Associatio
ortingTypeSe n
archFlow Exemption,
Tax
Reporting
Code
Associatio
n Party
Tax Profile,
Tax
Reporting
Page 144 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Code
Associatio
n Process
Result, Tax
Reporting
Code
Associatio
n Tax, Tax
Reporting
Code
Associatio
n Tax
Jurisdiction
, Tax
Reporting
Code
Associatio
n Tax
Rate, Tax
Reporting
Code
Associatio
n Tax
Status, Tax
Reporting
Type, Tax
Reporting
Page 145 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Type
Usage
4 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Country
Country maintain cials CM MUI INF/oracle/ap Tax
Default information at the UI ps/financials/t Default
Controls country level to ax/configurati
appear as on/classificati
defaults on the on/ui/flow/Co
applicable tax untryDefaults
and legal entity ManageFlow.
setups. xml#Country
DefaultsMan
ageFlow
4 Manage Task Create and Tax Finan N Y Y Y FS FSC /WEB- Final
Location of maintain location cials CM MUI INF/oracle/ap Discharge
Final of final discharge UI ps/financials/t Location,
Discharge for purposes of ax/configurati Tax
tax on/party/ui/flo Location
determination. w/FinalDisch
argeLocation
SearchFlow.
xml#FinalDis
chargeLocati
onSearchFlo
Page 146 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
w
4 Manage Tax Task Review and Tax Finan N Y Y Y FS FSC /WEB- Financials
Lookup maintain lookup cials CM MUI INF/oracle/ap Generic
Codes values for UI ps/financials/ Lookup
exemption commonMod
reasons, ules/appsLoo
registration kups/ui/flow/
statuses, ManageGene
registration types, ricLookupTF.
and recovery xml#Manage
types. GenericLook
upTF
4 Manage Tax Task Review and Tax Finan N Y Y Y FS FSC Application
Profile maintain profile cials CM MUI Profile
Options option settings UI Value
and values for
specific tax
controls,
overrides, and
third-party
integrations for
Vertex and
Taxware.
Page 147 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Tax Task Create and Financials Finan N Y Y Y FS FSC /WEB- Tax Rule
Box maintain tax box for EMEA cials CM MUI INF/oracle/ap Condition,
Allocation allocation rules UI ps/financials/t Tax Rule
Rules that define the ax/configurati Condition
conditions under on/rule/ui/flo Set, Tax
which the specific w/TaxRuleSe Rule
tax box number is archFlow. Condition
assigned to the xml#TaxRule Set
transaction. SearchFlow Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
4 Manage Task Create and Financials Finan N Y Y Y FS FSC /WEB- Italian VAT
Letter of maintain the total for EMEA cials CM MUI INF/oracle/ap Letter of
Intent Limits VAT exemption UI ps/financials/ Intent Limit
for Italy amounts that europeanLoc Setup
regular exporters alizations/fin
can claim to its ReportingSet
suppliers. up/ui/flow/Itali
anExemption
Page 148 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
LimitFlow.
xml#ItalianEx
emptionLimit
Flow
3 Manage Task Automate Tax Finan N Y N N FS FSC /WEB-
Indirect Tax activation of cials CM MUI INF/oracle/ap
Automation Avalara UI ps/financials/t
with Avalara transaction tax ax/commonT
calculation. ax/connected
Ecosystem/p
ublicUi/flow/O
nboardingHo
meFlow.
xml#Onboard
ingHomeFlow
2 Manage Task Define and Payables Finan Y Y Y Y FS FSC /WEB- Payment
Payment maintain Oracle cials CM MUI INF/oracle/ap Term
Terms Fusion Payables UI ps/financials/ Header,
payment terms in payables/invo Payment
use by an icesSetup/pa Term Line,
organization. ymentTerms/ Payment
ui/flow/Paym Term
entTermsMai Subscriptio
nFlow. n
xml#Payment
TermsMainFl
Page 149 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ow
2 Manage Task Create and Supply SCM Y Y Y Y FS FSC # Packaging
Units of maintain units of Chain CM MUI {scmOptInUtil String, Unit
Measure measure used Manageme UI . of
within your nt Common isFeatureEna Measure,
organization to Component bled Unit of
clearly identify s ('COMBO','O Measure
the quantity of an RA_RCS_RE Class, Unit
item. DWOOD_FO of Measure
R_UOM') eq Standard
'true' ? Conversion
'redwood/uo
m/units-of-
measure/man
age-uoms' :
'/WEB-
INF/oracle/ap
ps/scm/invent
ory/uom/ui/flo
w/UnitsOfMe
asureFlow.
xml#UnitsOf
MeasureFlow
Page 150 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
'}
2 Manage Task Review and Supply SCM N Y Y Y FS FSC Application
Carriers maintain lookup Chain CM MUI Standard
Lookups values for Manageme UI Lookup
carriers, such as nt Common
Carrier Service Component
Levels and s
Shipping Cost
Types.
2 Manage Task Configure Supply SCM N Y Y Y FS FSC /WEB- Carrier,
Carriers carriers to Chain CM MUI INF/oracle/ap Carrier
generate valid Manageme UI ps/scm/shippi Contact,
shipping methods nt Common ng/carriers/ui/ Carrier
used for Component flow/Manage Organizati
transporting s Carriers- on
goods. TaskFlow. Associatio
xml#Manage n, Carrier
Carriers- Tracking
TaskFlow Organizati
on
Associatio
n, Carrier
Tracking
Page 151 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Rule,
Carrier
Tracking
Rule
Parameter,
Warehous
e Carrier
Service
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC Application
FOB Lookup maintain Freight urem CM MUI Standard
on Board terms ent UI Lookup
used when
shipping.
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC Application
Freight maintain common urem CM MUI Standard
Terms freight terms ent UI Lookup
Lookup used when
shipping goods.
2 Manage Task Select the Purchasing Proc N Y Y Y FS FSC Application
Purchasing options to define urem CM MUI Profile
Profile aspects of the ent UI Value
Options Purchasing
application's
behavior.
Page 152 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define and Purchasing Proc N Y Y Y FS FSC /WEB- Procureme
Procurement maintain urem CM MUI INF/oracle/ap nt
Document document ent UI ps/prc/po/set Document
Numbering numbering up/ui/procure Numbering
sequence for mentDocNum
document types bering/flow/D
and its ocNumbering
corresponding MainFlow.
determinant type. xml#DocNum
Determinant beringMainFl
Type is an entity ow
type on which the
document
numbering is
based. For
example, sold-to
legal entity for
purchase orders.
2 Manage Task Define and Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
Purchasing maintain urem CM MUI INF/oracle/ap Line Type
Line Types purchasing line ent UI ps/prc/po/set
types used to up/ui/lineTyp
differentiate es/flow/LineT
orders for goods ypeMainFlow
from those for .
services. xml#LineTyp
eMainFlow
Page 153 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
Document maintain urem CM MUI INF/oracle/ap Document
Styles purchasing ent UI ps/prc/po/set Style,
document styles up/ui/docume Purchasing
to control the look ntStyles/flow/ Document
and feel to match DocumentSty Style
the usage of the lesMainFlow. Header,
document. xml#Docume Purchasing
ntStylesMain Document
Flow Style Line
2 Define Task Define setup Purchasing Proc N Y
Master Items List components for urem
for purchasable ent
Procurement master items.
3 Define Task Import Items and Product SCM N Y
Basic Items List manage item Model
specific attributes
including item
status, item type
and life cycle
phase.
4 Manage Item Task Define profile Product SCM N Y Y Y FS FSC Application
Profile option settings Model CM MUI Profile
Options and values to UI Value
control item
behavior such as
Page 154 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
updating items
and controlling
the number of
threads used in
item imports.
4 Define Units Task Create and Supply SCM Y Y
of Measure List maintain units of Chain
measure used Manageme
within your nt Common
organization to Component
clearly identify s
the quantity of an
item.
5 Manage Task Review and Supply SCM N Y Y Y FS FSC Application
Units of maintain profile Chain CM MUI Profile
Measure values for units of Manageme UI Value
Profiles measure. nt Common
Component
s
5 Manage SCM Task Create and edit Supply SCM N Y Y Y FS FSC Application
Common SCM Common Chain CM MUI Flexfield
Value Sets value sets. Manageme UI Value Set
nt Common
Component
s
Page 155 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Define validation Supply SCM N Y Y Y FS FSC Application
Units of and display Chain CM MUI Descriptive
Measure properties of Manageme UI Flexfield
Descriptive descriptive nt Common
Flexfields flexfields for Component
UOM. Descriptive s
flexfields are
used to add
attributes to
entities.
5 Manage Task Create and Supply SCM Y Y Y Y FS FSC # Packaging
Units of maintain units of Chain CM MUI {scmOptInUtil String, Unit
Measure measure used Manageme UI . of
within your nt Common isFeatureEna Measure,
organization to Component bled Unit of
clearly identify s ('COMBO','O Measure
the quantity of an RA_RCS_RE Class, Unit
item. DWOOD_FO of Measure
R_UOM') eq Standard
'true' ? Conversion
'redwood/uo
m/units-of-
measure/man
age-uoms' :
'/WEB-
INF/oracle/ap
ps/scm/invent
Page 156 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ory/uom/ui/flo
w/UnitsOfMe
asureFlow.
xml#UnitsOf
MeasureFlow
'}
5 Manage Unit Task Manage Unit of Supply SCM N Y Y Y FS FSC redwood/uom Packaging
of Measure Measure Chain CM MUI /uom- String, Unit
Classes Classes. Manageme UI classes/mana of
nt Common ge-uom- Measure,
Component classes Unit of
s Measure
Class, Unit
of Measure
Standard
Conversion
4 Manage Task Create and edit Product SCM N Y Y Y FS FSC /WEB- Item
Lifecycle item life cycle Model CM MUI INF/oracle/ap Lifecycle
Phases phases. UI ps/scm/produ Phase
ctModel/item
Classes/phas
es/ui/flow/Life
cyclePhases
SetupFlow.
xml#Lifecycle
PhasesSetup
Flow
Page 157 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Product and value sets. Model CM MUI Flexfield
Child Value UI Value Set
Sets
4 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Attachment the attachment Model CM MUI Attachment
Categories categories that UI Category
for Product are used to group
Management messages.
4 Manage Task Edit operation Product SCM N Y Y Y FS FSC /WEB- Item
Operational attribute group Model CM MUI INF/oracle/ap Attribute
Attributes parameters. UI ps/scm/produ Control
Groups ctModel/item
s/attributes/ui
/flow/ItemAttri
buteControlFl
ow.
xml#ItemAttri
buteControlFl
ow
4 Manage Task Edit the root item Product SCM N Y Y Y FS FSC /WEB- Import
Default Item class. Model CM MUI INF/oracle/ap Format,
Class UI ps/scm/produ Item Class,
ctModel/item Item Class
Classes/ui/flo Phases
w/ItemClass Assignmen
Page 158 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
UpdateFlow. t, Item
xml#ItemClas Transactio
sUpdateFlow nal
Attribute,
Item
Transactio
nal
Attribute
Metadata
4 Manage Item Task Create and edit Product SCM N Y Y Y FS FSC /WEB- Item
Statuses item statuses. Model CM MUI INF/oracle/ap Status,
UI ps/scm/produ Item Status
ctModel/item Attribute
s/statuses/ui/f Value
low/ItemStatu
sesTaskFlow.
xml#ItemStat
usesTaskFlo
w
4 Manage Item Task Create and edit Product SCM N Y Y Y FS FSC Application
Types item types. Model CM MUI Standard
UI Lookup
Page 159 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Cross item cross Model CM MUI Standard
Reference references types. UI Lookup
Types
4 Manage Item Task Define validation Product SCM N Y Y Y FS FSC Application
Descriptive and display Model CM MUI Descriptive
Flexfields properties of UI Flexfield
descriptive
flexfields for
items. Descriptive
flexfields are
used to add
attributes to
entities.
4 Download Task Download the Product SCM N Y N N
Import import template Model
Template spreadsheet from
from Oracle the Oracle Help
Help Center Center.
4 Upload Item Task Upload the data Product SCM N Y N N
Data file to the import Model
processing area.
Page 160 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Load Task Run the Product SCM N Y N N FS FSC /WEB-
Interface File scheduled Model CM MUI INF/Schedule
through process job that UI Request-
Scheduled loads the taskflow.
Process interface file. xml#Schedul
eRequest-
taskflow
4 Import Items Task Import items Product SCM N Y N N FS FSC /WEB- Item
using interface Model CM MUI INF/Schedule
tables. UI Request-
taskflow.
xml#Schedul
eRequest-
taskflow
4 Manage Task Create and edit Product SCM N Y Y Y FS FSC Application
Related Item subtype values Model CM MUI Standard
Subtypes for related items. UI Lookup
4 Manage Item Task Define validation Product SCM N Y Y Y FS FSC Application
Revision and display Model CM MUI Descriptive
Descriptive properties of UI Flexfield
Flexfields descriptive
flexfields for item
revisions.
Descriptive
flexfields are
Page 161 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
used to add
attributes to
entities.
4 Manage Item Task Create and Edit Product SCM N Y Y Y FS FSC Application
Relationship item relationship Model CM MUI Descriptive
Descriptive descriptive UI Flexfield
Flexfields flexfield
attributes.
4 Manage Task Create and Edit Product SCM N Y Y Y FS FSC Application
Trading Trading Partner Model CM MUI Descriptive
Partner Item Item descriptive UI Flexfield
Descriptive flexfield
Flexfields attributes.
4 Define Item- Task Create and Supply SCM N Y
Specific UOM List maintain units of Chain
Conversions measure used in Manageme
interclass and nt Common
intra class Component
conversions to s
clearly identify
the quantity of an
item.
Page 162 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Supply SCM Y Y Y Y FS FSC /WEB- Unit of
Units of maintain units of Chain CM MUI INF/oracle/ap Measure
Measure for measure used in Manageme UI ps/scm/invent Interclass
Interclass interclass nt Common ory/uom/ui/flo Conversion
Conversion conversions to Component w/UnitsOfMe
clearly identify s asureFlow.
the quantity of an xml#UnitsOf
item. MeasureFlow
5 Manage Task Create and Supply SCM Y Y Y Y FS FSC /WEB- Unit of
Units of maintain units of Chain CM MUI INF/oracle/ap Measure
Measure for measure used in Manageme UI ps/scm/invent Intraclass
Intraclass intraclass nt Common ory/uom/ui/flo Conversion
Conversion conversions to Component w/UnitsOfMe
clearly identify s asureFlow.
the quantity of an xml#UnitsOf
item. MeasureFlow
5 Manage Task Manage Item- Supply SCM N Y Y Y FS FSC redwood/uom Unit of
Item-Specific Specific UOM Chain CM MUI /item- Measure
UOM Conversions. Manageme UI specific-uom- Interclass
Conversions nt Common conversions/ Conversion
Component manage- , Unit of
s item-specific- Measure
uom- Intraclass
conversions Conversion
Page 163 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Item Task Add and edit item Product SCM N Y Y Y FS FSC /WEB- Item
Keyword keyword search Model CM MUI INF/oracle/ap Keyword
Search attributes. UI ps/scm/produ Attribute,
Attributes ctModel/item Item
s/attributes/ui Keyword
/flow/ItemKey Organizati
wordAttribute on and
SearchTaskF Language
low.
xml#ItemKey
wordAttribute
SearchTaskF
low
2 Define Task Define business Purchasing Proc Y Y
Business List unit specific urem
Function controls and ent
Configuration defaults for
procurement
business
functions.
3 Configure Task Configure the Purchasing Proc Y Y Y Y FS FSC /WEB- Procureme
Procurement procurement urem CM MUI INF/oracle/ap nt
Business business function ent UI ps/prc/po/set Configurati
Function for the up/ui/procure on,
procurement mentOptions/ Purchasing
business unit. flow/task- Document
Define flow- Type,
Page 164 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
procurement definition. Supplier
document xml#task- Negotiation
control, flow-definition Terms and
document Conditions
defaults,
document
numbering and
related settings.
3 Configure Task Configure the Self Proc Y Y Y Y FS FSC /WEB- Requisition
Requisitionin requisitioning Service urem CM MUI INF/oracle/ap ing
g Business business function Procureme ent UI ps/prc/por/cre Configurati
Function for the nt ateReq/public on
requisitioning Ui/setup/flow/
business unit. ReqBuOption
Define requisition TaskFlow.
and purchasing xml#ReqBuO
document ptionTaskFlo
control, w
document
defaults,
document
numbering and
related settings.
Page 165 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Select and Payables Finan N Y Y Y FS FSC /WEB- Payables
Common maintain common cials CM MUI INF/oracle/ap Financials
Options for options for the UI ps/financials/ Option
Payables and integration payables/sha
Procurement between Oracle redSetup/fina
Fusion Payables ncialsOptions
and Oracle /ui/flow/Finan
Fusion cialsOptions
Procurement. MainFlow.
xml#Financial
sOptionsMain
Flow
1 Define Task Define and Purchasing Proc N Y
Purchasing List maintain setup urem
Configuration components for ent
Purchasing
including
procurement
business
function,
requisitioning
business
function, change
order templates,
document styles,
procurement
agents, and
Page 166 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lookup codes.
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
Change maintain urem CM MUI INF/oracle/ap Change
Order templates to ent UI ps/prc/po/set Order
Templates identify type of up/ui/change Template,
attribute changes OrderTempla Purchasing
that should result tes/flow/Sear Change
in a formal chChangeOr Order
revision of the derTemplate Template
document. MainFlow. Attribute
xml#SearchC
hangeOrderT
emplateMain
Flow
2 Manage Task Define and Purchasing Proc N Y Y Y FS FSC Application
Purchasing maintain the urem CM MUI Flexfield
Value Sets Purchasing value ent UI Value Set
sets for common
application's
flexfields.
Page 167 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define and Purchasing Proc N Y Y Y FS FSC Application
Purchasing maintain the urem CM MUI Descriptive
Descriptive optional ent UI Flexfield
Flexfields Purchasing
descriptive
flexfields.
2 Define Task Configure Self Proc N Y
Requisition List requisition Service urem
Configuration defaults for use in Procureme ent
your nt
organization's
procurement
process.
3 Manage Task Define Self Proc N Y Y Y FS FSC Application
Requisition descriptive Service urem CM MUI Descriptive
Descriptive flexfields for Procureme ent UI Flexfield
Flexfields requisitions. nt
3 Manage Task Define value sets Self Proc N Y Y Y FS FSC Application
Requisition for requisitions. Service urem CM MUI Flexfield
Value Sets Procureme ent UI Value Set
nt
Page 168 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC Application
Buyer maintain rule set urem CM MUI Standard
Assignment names used in ent UI Lookup
Rule Sets buyer assignment
Lookup rules.
2 Manage Task Define rules Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
Buyer based on various urem CM MUI INF/oracle/ap Buyer
Assignment combinations of ent UI ps/prc/po/set Assignmen
Rules requisition up/ui/buyerAs t Rules
attributes to signmentRule
assign a s/flow/BuyerA
requisition line to ssignmentRul
the most esMainFlow.
appropriate xml#BuyerAs
buyer. signmentRule
sMainFlow
2 Manage Task Review and edit Purchasing Proc N Y Y N FS FSC /WEB- Application
Purchasing Purchasing urem CM MUI INF/oracle/ap Message
Messages messages. ent UI ps/fnd/applco
re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
Page 169 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
Hazard maintain hazard urem CM MUI INF/oracle/ap Hazard
Classes class codes and ent UI ps/prc/po/set Class
description which up/ui/hazard
aid in clearly Classes/flow/
identifying orders HazardClass
for hazardous esMainFlow.
materials. xml#HazardC
lassesMainFl
ow
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC /WEB- Purchasing
UN Numbers maintain United urem CM MUI INF/oracle/ap UN
Nations ent UI ps/prc/po/set Number
identification up/ui/unNum
numbers for bers/flow/Un
hazardous NumbersMai
materials. nFlow.
xml#UnNumb
ersMainFlow
2 Manage Task Create and Purchasing Proc N Y Y Y FS FSC /WEB- Approved
Approved maintain urem CM MUI INF/oracle/ap Supplier
Supplier List approved ent UI ps/prc/po/set List Status
Statuses supplier list up/ui/statusR
statuses. ules/flow/Stat
usRulesFlow.
xml#StatusR
ulesFlow
Page 170 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Manage Special Purchasing Proc N Y Y Y FS FSC /WEB- Special
Special Handling Types urem CM MUI INF/oracle/ap Handling
Handling ent UI ps/prc/po/set Type
Types up/ui/special
HandlingTyp
es/flow/Speci
alHandlingTy
peMainFlow.
xml#SpecialH
andlingType
MainFlow
1 Define Self Task Define and Self Proc N Y
Service List maintain profile Service urem
Procurement options and Procureme ent
Configuration category nt
hierarchy for Self
Service
Procurement.
Define and
maintain
flexfields for
information
templates.
Page 171 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define Self Proc N Y Y Y FS FSC Application
Information descriptive Service urem CM MUI Descriptive
Template flexfields for Procureme ent UI Flexfield
Descriptive information nt
Flexfields templates.
2 Manage Task Define values Self Proc N Y Y Y FS FSC Application
Information sets for Service urem CM MUI Flexfield
Template information Procureme ent UI Value Set
Value Sets templates. nt
2 Manage Task Define profile Self Proc N Y Y Y FS FSC Application
Self Service options related to Service urem CM MUI Profile
Procurement self service Procureme ent UI Value
Profile procurement. nt
Options
2 Manage Task Define and Self Proc N Y Y Y FS FSC /WEB- Procureme
Catalog maintain the Service urem CM MUI INF/oracle/ap nt Browse
Category category Procureme ent UI ps/prc/por/cat Category,
Hierarchy hierarchy for the nt alogMgmt/pu Procureme
supplier. blicUi/browse nt Browse
Category/flow Tree
/BrowseCate
goryMainAre
aFlow.
xml#Browse
CategoryMai
nAreaFlow
Page 172 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Review and edit Self Proc N Y Y N FS FSC /WEB- Application
Self Service Self Service Service urem CM MUI INF/oracle/ap Message
Procurement Procurement Procureme ent UI ps/fnd/applco
Messages messages. nt re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
2 Define Task Define corporate Expenses Finan N Y
Corporate List card issuers, cials
Procurement procurement card
Cards programs, and
procurement
cards for
employees.
3 Manage Task Define corporate Expenses Finan Y Y Y Y FS FSC /WEB- Corporate
Corporate card issuers, cials CM MUI INF/oracle/ap Card
Card Issuers which are the UI ps/financials/ Issuer,
names of the expenses/cre Setup
banks that issue ditCard/setup Party
corporate credit /ui/flow/Mana Reference
cards. geCardIssuer
.
xml#Manage
CardIssuer
Page 173 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define the details Expenses Finan Y Y Y Y FS FSC /WEB- Corporate
Corporate of the relationship cials CM MUI INF/oracle/ap Card
Card between the UI ps/financials/ Company
Programs deploying expenses/cre Account,
company and the ditCard/setup Corporate
card provider. /ui/flow/Mana Card
Details include geCardProgr Program,
reporting and am_MainAre Corporate
billing hierarchies aFlow. Card
that the deploying xml#Manage Transactio
company has set CardProgram n
up with the card _MainAreaFl Download
provider, as well ow Parameter,
as validations Corporate
needed for Card
transaction file Transactio
upload into the n Upload
application from Rule,
the card provider. Setup
Party
Reference
3 Manage Task Define a Expenses Finan Y Y N N FS FSC /WEB-
Corporate corporate card cials CM MUI INF/oracle/ap
Cards that is assigned UI ps/financials/
to an employee. expenses/cre
Specify the card ditCard/setup
number and other /ui/flow/Mana
Page 174 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
details that will geCorporate
appear on the Cards_MainA
physical reaFlow.
corporate card. xml#Manage
CorporateCar
ds_MainArea
Flow
1 Define Task Define and Supplier Proc Y Y
Supplier List maintain setup Portal urem
Portal components for ent
Configuration Supplier Portal
configuration
including supplier
registration,
supplier news
content, supplier
user roles, and
role usages.
2 Manage Task Define the roles Supplier Proc Y Y Y Y FS FSC /WEB- Supplier
Supplier User that can be Model urem CM MUI INF/oracle/ap User Roles
Roles provisioned to ent UI ps/prc/poz/us
supplier users. ers/publicUi/fl
ow/SupplierR
oleProvisionF
low.
xml#Supplier
RoleProvisio
Page 175 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
nFlow
2 Manage Task Define the roles a Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier User supplier Model urem CM MUI INF/oracle/ap User Roles
Role Usages administrator can ent UI ps/prc/poz/us
provision and set ers/publicUi/fl
default roles for ow/SupplierR
Oracle Fusion oleProvisionF
Supplier Portal low.
and Oracle xml#Supplier
Fusion Sourcing. RoleProvisio
nFlow
2 Specify Task Specify user Supplier Proc N Y N N FS FSC
User category with the Model urem CM MUI
Category for name ent UI
New Supplier SUPPLIER_USE
Users R in the Security
Console. This
user category will
be assigned to
new supplier user
account.
Page 176 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Specify Task Define and Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier maintain supplier Model urem CM MUI INF/oracle/ap News
News news and ent UI ps/prc/poz/su
Content information ppliers/public
content for Ui/core/flow/
suppliers to view SupplierNew
on the supplier sSetupMainA
portal overview reaFlow.
page. xml#Supplier
NewsSetupM
ainAreaFlow
2 Manage Task Review and edit Supplier Proc N Y Y N FS FSC /WEB- Application
Supplier Supplier Portal Model urem CM MUI INF/oracle/ap Message
Portal messages. ent UI ps/fnd/applco
Messages re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
2 Configure Task Configure Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier notification Model urem CM MUI INF/oracle/ap Notification
Notifications generation and ent UI ps/prc/poz/se Configurati
delivery interval tup/ui/flow/Su on
for supplier user pplierNotifMai
notifications, nAreaFlow.
such as expiring xml#Supplier
Page 177 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
business NotifMainAre
classification. aFlow
1 Define Task Define and Sourcing Proc Y Y
Sourcing List maintain setup urem
Configuration components for ent
Sourcing
including
negotiation
styles,
negotiation
templates, cost
factor lists, and
attribute lists.
2 Manage Task Define Sourcing Proc N Y Y Y FS FSC /WEB- Supplier
Negotiation negotiation styles urem CM MUI INF/oracle/ap Negotiation
Styles that category ent UI ps/prc/pon/se Style,
managers can tup/ui/flow/Ne Supplier
use during gStyleManag Negotiation
negotiation eStylesFlow. Styles :
document xml#NegStyl Enabled
creation. eManageStyl Document
esFlow Type
Page 178 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Review and Sourcing Proc N Y Y Y FS FSC Application
Sourcing maintain lookup urem CM MUI Standard
Lookups values for ent UI Lookup
supplier
negotiations,
such as
requirement
section, attribute
group name, and
standard
organization.
2 Manage Task Define questions Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier for supplier Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Questions qualification n ent UI ps/prc/poq/se n Question
managers and tup/ui/questio
category n/flow/Questi
managers to use onManageFlo
during supplier w.
qualification or xml#Question
sourcing ManageFlow
processes.
2 Manage Task Define the public Sourcing Proc N Y Y Y FS FSC /WEB- Supplier
Attribute Lists attribute lists. urem CM MUI INF/oracle/ap Negotiation
Attribute lists ent UI ps/prc/pon/ne Line
contain related gotiations/ui/c Attribute
line attributes. reation/flow/ List,
Category ManageAttrib Supplier
Page 179 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
managers can uteListsFlow. Negotiation
use attribute lists xml#Manage List
when creating AttributeLists Attribute,
new negotiation Flow Supplier
lines. Negotiation
List
Attribute
Group,
Supplier
Negotiation
List
Attribute
Score
2 Manage Task Define cost Sourcing Proc N Y Y Y FS FSC /WEB- Supplier
Cost Factors factors to identify urem CM MUI INF/oracle/ap Negotiation
additional ent UI ps/prc/pon/se Cost
acquisition costs. tup/ui/flow/Se Factor
tupCostFacto Type
rsFlow.
xml#SetupCo
stFactorsFlo
w
2 Manage Task Define cost factor Sourcing Proc N Y Y Y FS FSC /WEB- Supplier
Cost Factor lists. Cost factor urem CM MUI INF/oracle/ap Negotiation
Lists lists contain ent UI ps/prc/pon/ne Cost
related cost gotiations/ui/c Factor List,
factors. Category reation/flow/C Supplier
Page 180 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
managers can ostFactorList Negotiation
use cost factor sFlow. List Cost
lists when xml#CostFact Factor
creating new orListsFlow
negotiation lines.
2 Manage Task Define and Sourcing Proc N Y Y Y FS FSC Application
Sourcing maintain the urem CM MUI Flexfield
Value Sets Sourcing value ent UI Value Set
sets for Sourcing
flexfields.
2 Manage Task Define and Sourcing Proc N Y Y Y FS FSC Application
Sourcing maintain the urem CM MUI Descriptive
Descriptive optional Sourcing ent UI Flexfield
Flexfields descriptive
flexfields.
2 Manage Task Enable and Sourcing Proc N Y Y Y FS FSC /WEB- Sourcing
Sourcing disable Sourcing urem CM MUI INF/oracle/ap Notification
Notifications notifications. ent UI ps/prc/pon/se
tup/ui/flow/No
tificationSubs
criptionFlow.
xml#Notificati
onSubscriptio
nFlow
Page 181 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Configure Task Configure the Sourcing Proc N Y N N FS FSC /WEB-
Negotiation service that urem CM MUI INF/oracle/ap
Award allows customers ent UI ps/setup/com
Outbound to create monSetup/se
Service purchasing tupHub/public
documents in Ui/flow/Endp
their applications ointPolicyFlo
from the supplier w.
negotiation award xml#Endpoint
information. PolicyFlow
2 Manage Task Review and edit Sourcing Proc N Y Y N FS FSC /WEB- Application
Sourcing Sourcing urem CM MUI INF/oracle/ap Message
Messages messages. ent UI ps/fnd/applco
re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
1 Define Task Define and Supplier Proc Y Y
Supplier List maintain setup Qualificatio urem
Qualification components for n ent
Configuration Supplier
Qualification
including
questions,
qualification
Page 182 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
areas, and
qualification
models.
2 Manage Task Define subjects Supplier Proc N Y Y Y FS FSC Application
Subject to organize Qualificatio urem CM MUI Standard
Lookup questions into n ent UI Lookup
different
categories.
2 Manage Task Define standards Supplier Proc N Y Y Y FS FSC Application
Standards organizations to Qualificatio urem CM MUI Standard
Organization associate n ent UI Lookup
Lookup questions with
specific
standards
organization.
2 Manage Task Define questions Supplier Proc Y Y Y Y FS FSC /WEB- Supplier
Supplier for supplier Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Questions qualification n ent UI ps/prc/poq/se n Question
managers and tup/ui/questio
category n/flow/Questi
managers to use onManageFlo
during supplier w.
qualification or xml#Question
sourcing ManageFlow
processes.
Page 183 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define Supplier Proc Y Y Y Y FS FSC /WEB- Supplier
Qualification qualification Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Areas areas for supplier n ent UI ps/prc/poq/se n Area
qualification tup/ui/qualAr
managers and ea/flow/Qual
category AreaManage
managers to use Flow.
during supplier xml#QualAre
qualification or aManageFlo
sourcing w
processes.
2 Manage Task Define Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Qualification qualification Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Models models for n ent UI ps/prc/poq/se n Model
supplier tup/ui/qualMo
qualification del/flow/Qual
managers to use ModelManag
during supplier eFlow.
qualification xml#QualMo
process. delManageFl
ow
2 Manage Task Define supplier Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier qualification rule Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Qualification sets that n ent UI ps/prc/poq/se n Rule Set
Rule Sets establish the tup/ui/ruleset/
conditions and flow/RuleSet
questions to be ManageFlow.
Page 184 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
asked to xml#RuleSet
suppliers either ManageFlow
during the
supplier
registration
process or on an
initiative that is
automatically
created based on
certain events.
2 Configure Task Configure options Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier and defaults for Qualificatio urem CM MUI INF/oracle/ap Qualificatio
Qualification Supplier n ent UI ps/prc/poq/se n Options
Controls Qualification. tup/ui/qualCo
nfig/flow/Qual
ificationConfi
gurationFlow.
xml#Qualifica
tionConfigura
tionFlow
2 Manage Task Define the Supplier Proc N Y Y Y FS FSC Application
Qualification qualification Qualificatio urem CM MUI Standard
Outcome outcomes that n ent UI Lookup
Lookup will default on
new qualification
areas.
Page 185 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Define the Supplier Proc N Y Y Y FS FSC Application
Assessment assessment Qualificatio urem CM MUI Standard
Outcome outcomes that n ent UI Lookup
Lookup supplier
qualification
managers assign
to suppliers at the
end of an
assessment
evaluation
process.
2 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the Qualificatio urem CM MUI Flexfield
Qualification Supplier n ent UI Value Set
Value Sets Qualification
value sets for
Supplier
Qualification
flexfields.
2 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the Qualificatio urem CM MUI Descriptive
Qualification Supplier n ent UI Flexfield
Descriptive Qualification
Flexfields descriptive
flexfields.
Page 186 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Review and edit Supplier Proc N Y Y N FS FSC /WEB- Application
Supplier Supplier Qualificatio urem CM MUI INF/oracle/ap Message
Qualification Qualification n ent UI ps/fnd/applco
Messages messages. re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
1 Define Task Define and Purchasing Proc Y Y
Procurement List maintain setup urem
Contract components for ent
Terms Procurement
Configuration Contracts such
as contract terms
library
configuration.
2 Define Task Define and Purchasing Proc Y Y Business
Supplier List manage setup urem Unit
Contract related to ent
Management procurement
Business contract business
Function functions for a
Configuration business unit.
Page 187 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Specify Task Specify supplier Enterprise CRM Y Y Y Y FS FSC /WEB- Contract
Supplier contract Contracts CM MUI INF/oracle/ap Manageme
Contract management UI ps/contracts/ nt
Management properties, such businessUnit Business
Business as contract Setup/ui/flow/ Function
Function standards, BUSetupProc
Properties policies, and ureContractF
adoption rules. unction.
xml#BUSetup
ProcureContr
actFunction
2 Define Task Define approval Common CRM Y Y
Approval List routing structures CRM
Management and controls to
for Customer match your
Relationship organization's
Management needs.
3 Manage Task Review and edit Common CRM Y Y N N Fa FAS /worklistapp/f
Task approval flow CRM So OA aces/administ
Configuration rules for workflow aIn ration.jspx?
s for tasks. teg
Customer rati
Relationship on
Management
Page 188 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Review and edit Incentive IC N Y N N Fa FAS /worklistapp/f
Task approval flow Compensat So OA aces/administ
Configuration rules for workflow ion aIn ration.jspx?
s for tasks. teg
Incentive rati
Compensatio on
n
3 Manage Task Manage Approval Application ATF Y Y N N Fa FAS worklistapp/fa
Approval Groups Toolkit So OA ces/administr
Groups aIn ation.jspx?
teg
rati
on
2 Define Task Define and Enterprise CRM Y Y
Contract List manage Contracts
Terms reference
Library information for
Configuration library content,
including
standard and
alternate clauses,
contract terms
templates, and
Contract Expert
rules.
Page 189 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Review and Enterprise CRM N Y
Clause and List define lookup Contracts
Template values that
Management provide choices
Lookups and for categorizing
Profiles clauses in the
contract terms
library. Specify
the Enterprise
Scheduler
Service server
directory where
files will be
uploaded and
imported into the
Contract Terms
Library by the
Import Clauses
from XML File
process.
4 Manage Task Create and Enterprise CRM N Y Y Y FS FSC Application
Contract maintain the Contracts CM MUI Flexfield
Terms Value value sets used UI Value Set
Sets to enter values
for contract
variables and to
answer questions
Page 190 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
that appear when
running the
Contract Expert
utility during
contract
authoring.
4 Manage Task Review and Enterprise CRM N Y Y Y FS FSC Application
Contract define lookup Contracts CM MUI Standard
Clause Types values that UI Lookup
provide choices
for categorizing
clauses in the
contract terms
library.
4 Manage Task Define additional Enterprise CRM N Y Y Y FS FSC Application
Contract fields to enter Contracts CM MUI Descriptive
Terms and track UI Flexfield
Descriptive information that is
Flexfields not otherwise
captured.
Descriptive
flexfields can be
validated and
dependent on
other values
entered in other
areas of the
Page 191 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
page.
4 Specify Task Specify the Enterprise CRM N Y Y Y FS FSC Application
Contract Enterprise Contracts CM MUI Profile
Clause Scheduler UI Value
Import XML Service server
File Location directory where
files will be
uploaded and
imported into the
Contract Terms
Library by the
Import Clauses
from XML File
process.
2 Configure Task Create and Purchasing Proc Y Y Y Y CR CRM /WEB- Electronic
Electronic maintain account urem MU UI INF/oracle/ap Signature
Signature for credentials for ent I ps/crmComm Setup
Procurement third-party on/esignature
Documents electronic Setup/public
signature Ui/flow/Mana
application. geElectronic
SignatureFlo
w.
Page 192 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#Manage
ElectronicSig
natureFlow
1 Define Task Define and Purchasing Proc N Y
Compliance List maintain setup urem
Checklists components for ent
Configuration compliance
checklists.
2 Define Task Define and Purchasing Proc N Y
Compliance List maintain detail urem
Checklists setup ent
Detail components for
Configuration compliance
checklists,
including
checklist
questions,
sections, and
templates.
3 Manage Task Define questions Purchasing Proc Y Y Y Y FS FSC /WEB- Complianc
Compliance to use for urem CM MUI INF/oracle/ap e Checklist
Checklist compliance ent UI ps/prc/poq/se Question
Questions checklists. tup/ui/questio
n/flow/Questi
onManageFlo
Page 193 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
w.
xml#Question
ManageFlow
3 Manage Task Define sections Purchasing Proc Y Y Y Y FS FSC /WEB- Complianc
Compliance to use for urem CM MUI INF/oracle/ap e Checklist
Checklist compliance ent UI ps/prc/poq/se Section
Sections checklists. tup/ui/qualAr
ea/flow/Qual
AreaManage
Flow.
xml#QualAre
aManageFlo
w
3 Manage Task Define templates Purchasing Proc Y Y Y Y FS FSC /WEB- Complianc
Compliance to use for urem CM MUI INF/oracle/ap e Checklist
Checklist compliance ent UI ps/prc/poq/se Template
Templates checklists. tup/ui/qualMo
del/flow/Qual
ModelManag
eFlow.
xml#QualMo
delManageFl
ow
Page 194 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
1 Define Task Define and Receiving SCM Y Y
Receiving for List maintain setup
Procurement components for
receipt
processing
controls and
defaults in
Procurement,
including
receiving
parameters,
profile options,
descriptive
flexfields, and
value sets.
2 Manage Task Define profile Receiving SCM N Y Y Y FS FSC Application
Receiving option settings CM MUI Profile
Profile and values to UI Value
Options control receiving
behavior such as
Aging Period for
Extended Receipt
Settlement.
Page 195 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Create and edit Receiving SCM N Y Y Y FS FSC Application
Receiving receiving value CM MUI Flexfield
Value Sets sets. UI Value Set
2 Manage Task Define validation Receiving SCM N Y Y Y FS FSC Application
Receiving and display CM MUI Descriptive
Descriptive properties of UI Flexfield
Flexfields descriptive
flexfields for
receiving.
Descriptive
flexfields are
used to add
attributes to
entities.
2 Manage Task Configure Receiving SCM Y Y Y Y FS FSC /WEB- Receiving
Receiving receiving CM MUI INF/oracle/ap Parameter
Parameters parameters to UI ps/scm/receiv
specify default ing/coreSetu
receiving options p/ui/flow/Rcv
for the ParametersFl
organization. ow.
xml#RcvPara
metersFlow
Page 196 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
1 Define Task Configure receipt Receipt SCM N Y
Receipt List accounting Accounting
Accounting structures and
policies.
2 Manage Task Review and Cost SCM N Y Y Y FS FSC Application
Cost manage profile Manageme CM MUI Profile
Accounting values for cost nt UI Value
Profile accounting.
Options
2 Manage Task Review and Receipt SCM N Y Y Y FS FSC Application
Receipt manage profile Accounting CM MUI Profile
Accounting values for receipt UI Value
Profile accounting.
Options
2 Define Task Configure Subledger Finan Y Y Subledger
Subledger List subledger Accounting cials Application
Accounting accounting and Setup
Rules set up subledger
accounting rules.
3 Define Task Configure the Subledger Finan N Y
Subledger List subledger Accounting cials
Application transaction model
and Sources used to apply the
accounting rules
and generate
Page 197 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
entries.
4 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
w/SlaEventM Event
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
or,
Accounting
Event
Type,
Subledger
Accounting
Event
Page 198 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Entity
Mapping,
Subledger
Process
Category,
Subledger
Process
Category
Setup,
Subledger
Transactio
n Entity
Type,
Subledger
Page 199 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Transactio
n Entity
Type
4 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
the following after
ledgers are
defined; event
Page 200 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
model, event
class, or event
type.
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Application
Application transaction object UI ps/financials/ Setup Setup,
Transaction and reference subledgerAcc Subledger
Objects object definitions ounting/acco Reference
and the source untingMethod Object
assignments. Setup/event Setup,
Models/ui/flo Subledger
w/SlaSource Source
SystemFlow. Assignmen
xml#SlaSour t,
ceSystemFlo Subledger
w Transactio
n Object
Setup
4 Create and Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Assign to generate Accounting cials CM MUI INF/Schedule
Sources sources and UI Request-
source taskflow.
assignments xml#Schedul
based on the eRequest-
object definitions taskflow
Page 201 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
after creating or
modifying
transaction
objects.
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
in the definition of ow.
the rules. xml#Sources
ManageFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Page 202 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
4 Manage Task Maintain the Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting attributes of a Accounting cials CM MUI INF/oracle/ap Accounting
Attributes journal entry by UI ps/financials/ Attribute,
mapping the subledgerAcc Subledger
sources which ounting/acco Accounting
will provide the untingMethod Attribute
values during Setup/event Formula,
entry generation. Models/ui/flo Subledger
w/AcctAttribut Accounting
esFlow. Attribute
xml#AcctAttri Formula
butesFlow Detail,
Subledger
Accounting
Attribute
Formula
Source
Page 203 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Define subledger Subledger Finan N Y
Subledger List accounting Accounting cials
Accounting methods and
Methods their
subcomponents
such as journal
line rules,
description rules,
and account
rules, which are
applied in the
generation of
accounting
entries.
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
Page 204 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
account rules,
description rules,
supporting
references or
mapping sets.
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Journal Line maintain the rule Accounting cials CM MUI INF/oracle/ap Journal
Rules used to convert UI ps/financials/ Line Rule,
transaction data subledgerAcc Subledger
into a journal ounting/acco Journal
entry line. untingMethod Line Rule
Setup/journal Accounting
LineRules/ui/f Attribute
low/JournalLi Assignmen
neRule. t,
xml#JournalL Subledger
ineRule Journal
Line Rule
Condition
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Description maintain the rule Accounting cials CM MUI INF/oracle/ap Description
Rules that creates a UI ps/financials/ Rule,
description for a subledgerAcc Subledger
subledger journal ounting/acco Description
entry or any of its untingMethod Rule
lines. Setup/descrip Condition,
tionRules/ui/fl Subledger
Page 205 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ow/Descriptio Description
nRuleFlow. Rule
xml#Descripti Detail,
onRuleFlow Subledger
Description
Rule
Priority
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
Page 206 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Account
Type
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Supporting
Supporting maintain the Accounting cials CM MUI INF/oracle/ap Reference
References object that stores UI ps/financials/ Detail,
additional subledgerAcc Supporting
transaction ounting/acco Reference
information about untingMethod Header
a subledger Setup/suppor
journal entry tingReferenc
either at the es/ui/flow/Su
header or line pportingRefer
Page 207 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
level. Supporting encesFlow.
references can xml#Supporti
also be used to ngReference
establish a sFlow
subledger
balance for each
value of a
transaction
attribute and
account.
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Subledger maintain the rules Accounting cials CM MUI INF/oracle/ap Journal
Journal Entry that will generate UI ps/financials/ Entry Rule
Rule Sets a complete subledgerAcc Set,
subledger journal ounting/acco Subledger
entry. untingMethod Journal
Setup/journal Entry Rule
RuleSets/ui/fl Set
ow/JournalEn Account
tryRuleSetFlo Rule
w. Assignmen
xml#JournalE t,
ntryRuleSetFl Subledger
ow Journal
Entry Rule
Set Journal
Entry
Page 208 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Header
Assignmen
t,
Subledger
Journal
Entry Rule
Set Journal
Line Rule
Assignmen
t,
Subledger
Journal
Entry Rule
Set
Supporting
Reference
Assignmen
t
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain method Accounting cials CM MUI INF/oracle/ap Accounting
Methods used to record UI ps/financials/ Method,
the financial subledgerAcc Subledger
impact of ounting/acco Accounting
subledger untingMethod Method
transactions, Setup/accoun Journal
such as accrual tingMethods/ Entry Rule
basis, cash basis, ui/flow/Acctg Set
Page 209 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
or combined MethodFlow. Assignmen
basis accounting. xml#AcctgMe t
thodFlow
4 Activate Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to validate the Accounting cials CM MUI INF/Schedule
Journal Entry configuration and UI Request-
Rule Set activate the taskflow.
Assignments usage of the xml#Schedul
accounting eRequest-
method after taskflow
making any
updates on the
journal entry rule
set components
or their
assignments on
the Accounting
Method page.
3 Import Task Use the manual Subledger Finan N Y N N FS FSC /WEB-
Supporting journal entry Accounting cials CM MUI INF/oracle/ap
Reference spreadsheet to UI ps/financials/
Initial initialize the subledgerAcc
Balances supporting ounting/journ
reference als/enterJour
balances. nals/publicDi/
Page 210 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
flow/FinXlaD
esktopJourna
lEntryDIFlow.
xml#FinXlaD
esktopJourna
lEntryDIFlow
3 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
3 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain the list Accounting cials CM MUI INF/oracle/ap Accounting
Class of accounting UI ps/financials/ Class
Usages classes that are subledgerAcc Usage,
used to ounting/share Subledger
determine which dSetup/accou Post
journal entry lines ntingClassUs Accounting
to retrieve during ages/ui/flow/ Assignmen
Page 211 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
a particular AcctgClassU t Definition,
process. The sageFlow. Subledger
process can be a xml#AcctgCla Post
report or any ssUsageFlow Accounting
other post- Class
accounting Assignmen
program. t
3 Manage Task Review and Subledger Finan N Y Y Y FS FSC /WEB- Financials
Subledger maintain lookup Accounting cials CM MUI INF/oracle/ap Generic
Accounting values for Oracle UI ps/financials/ Lookup
Lookups Fusion Subledger commonMod
Accounting, such ules/appsLoo
as accounting kups/ui/flow/
class values and ManageGene
journal entry ricLookupTF.
types. xml#Manage
GenericLook
upTF
3 Manage Task Define profile Subledger Finan N Y Y Y FS FSC Application
Subledger option settings Accounting cials CM MUI Profile
Accounting and values to UI Value
Profile control Oracle
Options Fusion Subledger
Accounting
behavior such as
enabling
diagnostics which
Page 212 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
will capture
transaction data
used in journal
entry generation.
3 Manage Task Define validation Subledger Finan N Y Y Y FS FSC Application
Subledger and display Accounting cials CM MUI Descriptive
Accounting properties of UI Flexfield
Descriptive descriptive
Flexfields flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom attributes
to manual
adjustment
entries.
1 Define Task Define and Payables Finan Y Y
Invoicing and List maintain cials
Payments prerequisite
Configuration setup
components for
the payables
configuration
Page 213 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
required for
Oracle Fusion
Procurement.
2 Define Task Define and Payables Finan Y Y
Supplier List maintain cials
Configuration minimum supplier
for Financials setup
components prior
to creating
suppliers
including
lookups, supplier
numbering,
supplier value
sets, and supplier
descriptive
flexfields.
3 Specify Task Specify the Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier supplier number Model urem CM MUI INF/oracle/ap Number
Numbering to be used when ent UI ps/prc/poz/su
the next supplier ppliers/public
record is created. Ui/core/flow/
SupplierNum
berSetupFlo
w.
Page 214 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#Supplier
NumberSetu
pFlow
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the set Model urem CM MUI Standard
Type Lookup of values that ent UI Lookup
categorize
suppliers for
reporting
purposes.
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Tax maintain the set Model urem CM MUI Standard
Organization of values that ent UI Lookup
Type Lookup categorize
suppliers for tax
reporting
purposes.
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain supplier Model urem CM MUI Flexfield
Value Sets value sets. ent UI Value Set
Page 215 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC Application
Supplier maintain the Model urem CM MUI Descriptive
Descriptive descriptive ent UI Flexfield
Flexfields flexfields value
for the supplier.
3 Manage Task Define and Supplier Proc N Y Y Y FS FSC /WEB- Application
Supplier maintain Model urem CM MUI INF/oracle/ap Descriptive
Bank descriptive ent UI ps/fnd/applco Flexfield
Account flexfield values re/flex/dff/ui/p
Descriptive for supplier bank ublicFlow/Ma
Flexfields accounts. nageDescripti
veFlexfieldsT
F.
xml#Manage
DescriptiveFl
exfieldsTF
3 Manage Task Review and edit Supplier Proc N Y Y N FS FSC /WEB- Application
Supplier Supplier Model urem CM MUI INF/oracle/ap Message
Messages messages. ent UI ps/fnd/applco
re/messages/
ui/flow/Mana
geMessages
TF.
xml#Manage
MessagesTF
Page 216 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Configure Task Configure e-mail Supplier Proc N Y Y Y FS FSC /WEB- Enable
New Supplier notification for Model urem CM MUI INF/oracle/ap New
Notification new suppliers ent UI ps/prc/poz/se Supplier
approved for tup/ui/flow/Ne Notification
spend. wSupplierDo , New
cConfigMain Supplier
AreaFlow. Notification
xml#NewSup
plierDocConfi
gMainAreaFl
ow
3 Manage Task Define the roles Supplier Proc N Y Y Y FS FSC /WEB- Supplier
Supplier User that can be Model urem CM MUI INF/oracle/ap User Roles
Roles provisioned to ent UI ps/prc/poz/us
supplier users. ers/publicUi/fl
ow/SupplierR
oleProvisionF
low.
xml#Supplier
RoleProvisio
nFlow
3 Define Task Define supplier Supplier Proc N Y
Supplier Data List data through file Model urem
through File based import ent
Based Import process.
Page 217 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Upload Task Upload supplier Supplier Proc N Y N N FS FSC /WEB-
Supplier import file Model urem CM MUI INF/oracle/ap
Import File through UCM. ent UI ps/fnd/applco
re/ui/flow/Fnd
ManageImpo
rtExport.
xml#FndMan
ageImportEx
port
4 Load Task Load supplier Supplier Proc N Y N N FS FSC /WEB-
Supplier import interface Model urem CM MUI INF/oracle/ap
Interface through ent UI ps/fnd/applcp
through scheduled /monitor/ui/flo
Scheduled process. w/MonitorPro
Process cessesMainA
reaFlow.
xml#MonitorP
rocessesMai
nAreaFlow
4 Import Task Import supplier Supplier Proc N Y N N FS FSC /WEB- Supplier
Suppliers data through Model urem CM MUI INF/oracle/ap
scheduled ent UI ps/prc/poz/su
process. ppliers/ui/ess/
supplierImpor
t/flow/Supplie
rImportFlow.
xml#SupplierI
Page 218 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
mportFlow
2 Define Task Define setup to Payables Finan Y Y
Payables List implement the cials
parts of
applications
specific to Oracle
Fusion Payables.
3 Define Task Configure Oracle Payables Finan N Y N N
Automated WebCenter cials
Invoice Imaging, Oracle
Processing WebCenter
Configuration Capture, and
Oracle
WebCenter
Forms
recognition to
import invoice
images,
recognize and
capture invoice
data, and send
the invoices to
Oracle Fusion
Page 219 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Payables for
payment.
3 Manage Task Define the default Payables Finan N Y Y Y FS FSC /WEB- Intelligent
Intelligent values and cials CM MUI INF/oracle/ap Document
Document controls used in UI ps/financials/ Recognitio
Recognition processing payables/sha n Option
Options imaging invoices red/idrSetup Extensions
from Intelligent Option/ui/flow , Intelligent
Document /IdrSetupOpti Document
Recognition. onMainFlow. Recognitio
xml#IdrSetup n Options
OptionMainFl
ow
3 Manage Task Define calendars Payables Finan N Y Y Y FS FSC /WEB- Payables
Payables used for key cials CM MUI INF/oracle/ap Calendar
Calendars indicator reports, UI ps/financials/ Period,
payment terms, payables/sha Payables
and withholding. redSetup/spe Calendar
cialCalendar/ Type
ui/flow/Speci
alCalendarFl
ow.
xml#SpecialC
alendarFlow
Page 220 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define and Payables Finan Y Y Y Y FS FSC /WEB- Payment
Payment maintain Oracle cials CM MUI INF/oracle/ap Term
Terms Fusion Payables UI ps/financials/ Header,
payment terms in payables/invo Payment
use by an icesSetup/pa Term Line,
organization. ymentTerms/ Payment
ui/flow/Paym Term
entTermsMai Subscriptio
nFlow. n
xml#Payment
TermsMainFl
ow
3 Manage Task Define the Payables Finan N Y Y Y FS FSC /WEB- Invoice
Invoice matching cials CM MUI INF/oracle/ap Tolerance
Tolerances tolerances to UI ps/financials/ Set
allow for payables/invo
variances icesSetup/inv
between invoice, oiceToleranc
purchase order, eSets/ui/flow/
and receipt InvoiceTolera
information. nceSetsMain
Define both Flow.
percentage- xml#InvoiceT
based and oleranceSets
amount-based MainFlow
tolerances.
Page 221 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Define setup to Payables Finan N Y
Payables Tax List implement cials
and withholding.
Withholding
4 Manage Tax Task Define tax Payables Finan N Y Y Y FS FSC /WEB- 1099 Tax
Regions regions if you are cials CM MUI INF/oracle/ap Region
using 1099 UI ps/financials/
Electronic Media payables/invo
Combined Filing icesSetup/inc
Program omeTaxes/ui/
reporting in the flow/ManageI
United States. ncomeTaxes
Flow.
xml#ManageI
ncomeTaxes
Flow
4 Manage Task Define reporting Payables Finan N Y Y Y FS FSC /WEB- Payables
Reporting entities for U.S. cials CM MUI INF/oracle/ap Reporting
Entities 1099 tax UI ps/financials/ Entity,
reporting. payables/invo Payables
icesSetup/rep Reporting
ortingEntities/ Entity
ui/flow/Report Member
ingEntitiesMa
inFlow.
xml#Reportin
Page 222 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
gEntitiesMain
Flow
4 Manage Tax Task Define the tax Payables Finan N Y Y Y FS FSC /WEB- Tax Business
Codes names or tax cials CM MUI INF/oracle/ap Regime, Unit GCO
codes for UI ps/financials/t Transactio Tax
withholding taxes ax/configurati n Tax Subscriptio
to specify rates, on/regime/ui/f n,
effective dates, low/ManageT Business
and tax amount axCodeFlow. Unit
limits for the tax xml#Manage Regime
authority. TaxCodeFlo Subscriptio
w n Detail,
Business
Unit
Regime
Usage,
Business
Unit Tax
Regime
Profile, Tax
Regime,
Tax
Regime
Subscriptio
Page 223 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n
Exclusion,
Transactio
n Default
Tax
Account,
Transactio
n
Jurisdiction
Default
Tax
Account,
Transactio
n Tax,
Transactio
n Tax
Jurisdiction
,
Transactio
n Tax
Threshold
Schedule,
Transactio
n Tax
Threshold
Schedule
Control
Page 224 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define Payables Finan N Y Y Y FS FSC /WEB- Tax Rule,
Withholding withholding tax cials CM MUI INF/oracle/ap Tax Rule
Tax classifications UI ps/financials/t Condition,
Classification that include ax/configurati Tax Rule
s multiple on/rule/ui/flo Condition
withholding tax w/ManageTa Set, Tax
type tax codes. xGroupFlow. Rule
xml#Manage Condition
TaxGroupFlo Set
w Template,
Tax Rule
Condition
Set
Template
Detail, Tax
Rule
Condition
Value, Tax
Rule
Result
4 Manage Task Define Payables Finan N Y Y Y FS FSC /WEB- Tax
Withholding withholding tax cials CM MUI INF/oracle/ap Exemption
Certificates code rate UI ps/financials/t
exceptions for a ax/configurati
supplier site. on/party/ui/flo
Create a w/ManageTa
certificate by xCodeExemp
Page 225 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
specifying a rate tionFlow.
exception for all xml#Manage
invoices of a TaxCodeExe
supplier site or a mptionFlow
single invoice.
3 Define Task Define defaults Payables Finan Y Y Business
Common List and control cials Unit
Options for options to
Payables and simplify supplier,
Procurement requisition,
purchase order,
invoice, and
payment entry.
4 Manage Task Define and Purchasing Proc Y Y Y Y FS FSC /WEB- Procureme
Procurement maintain urem CM MUI INF/oracle/ap nt Agent,
Agents procurement ent UI ps/prc/po/set Procureme
agents access to up/ui/procure nt Agent
information such mentAgents/fl Access
as purchasing ow/Procurem
documents, entAgentsMai
suppliers, nFlow.
approved xml#Procure
supplier list mentAgents
entries, and MainFlow
business
intelligence
spend data.
Page 226 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Select and Payables Finan Y Y Y Y FS FSC /WEB- Payables
Common maintain common cials CM MUI INF/oracle/ap Financials
Options for options for the UI ps/financials/ Option
Payables and integration payables/sha
Procurement between Oracle redSetup/fina
Fusion Payables ncialsOptions
and Oracle /ui/flow/Finan
Fusion cialsOptions
Procurement. MainFlow.
xml#Financial
sOptionsMain
Flow
3 Define Task Define control Payables Finan Y Y Business
General List options and cials Unit
Payables defaults used
Options throughout
Oracle Fusion
Payables. Set
defaults to
simplify supplier
entry, invoice
entry, and
automatic
payment
processing.
Page 227 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define invoicing- Payables Finan Y Y Y Y FS FSC /WEB- Payables
Invoice related defaults cials CM MUI INF/oracle/ap System
Options and controls used UI ps/financials/ Option
in invoice payables/sha
processing. redSetup/pay
ablesSystem
Options/ui/flo
w/PayablesS
ystemOptions
InvoicingMain
Flow.
xml#Payable
sSystemOpti
onsInvoicing
MainFlow
4 Manage Task Define payment- Payables Finan Y Y Y Y FS FSC /WEB- Payables
Payment related defaults cials CM MUI INF/oracle/ap System
Options and controls used UI ps/financials/ Option
in payment payables/sha
processing. redSetup/pay
ablesSystem
Options/ui/flo
w/PayablesS
ystemOptions
PaymentMain
Flow.
xml#Payable
Page 228 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
sSystemOpti
onsPayment
MainFlow
4 Manage Tax Task Define Payables Finan N Y Y Y FS FSC /WEB- Configurati
Reporting withholding tax- cials CM MUI INF/oracle/ap on Owner
and related defaults UI ps/financials/t Tax
Withholding and controls used ax/configurati Option,
Tax Options in withholding tax on/event/ui/fl Payables
processing. ow/TaxRepor System
tingAndWhtO Option
ptionsSearch
Flow.
xml#TaxRep
ortingAndWht
OptionsSearc
hFlow
3 Define Task Define setup to Payables Finan N Y
Payables List implement the cials
Configuration parts of
applications
specific to Oracle
Fusion Payables.
Page 229 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Review and Payables Finan N Y Y Y FS FSC /WEB- Financials
Payables maintain lookup cials CM MUI INF/oracle/ap Generic
Lookups values for UI ps/financials/ Lookup
invoices, such as commonMod
holds and pay ules/appsLoo
groups. kups/ui/flow/
ManageGene
ricLookupTF.
xml#Manage
GenericLook
upTF
4 Manage Task Define validation Payables Finan N Y Y Y FS FSC Application
Payables and display cials CM MUI Descriptive
Descriptive properties of UI Flexfield
Flexfields descriptive
flexfields for
invoices and
payments.
Descriptive
flexfields are
used to add
custom attributes
to entities.
Page 230 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define profile Payables Finan N Y Y Y FS FSC Application
Payables option settings cials CM MUI Profile
Profile and values to UI Value
Options control
reconciliation
data behavior
such as purge
frequency.
4 Manage Task Define document Payables Finan N Y Y Y FS FSC /WEB- Application
Payables categories and cials CM MUI INF/oracle/ap Document
Document assign UI ps/fnd/applco Sequence
Sequences sequences to re/docseq/ui/f
Oracle Fusion low/ManageD
Payables ocSequences
documents. TF.
xml#Manage
DocSequenc
esTF
4 Manage Task Define Payables Finan N Y Y Y FS FSC /WEB- Distribution
Distribution distribution sets cials CM MUI INF/oracle/ap Set,
Sets to automatically UI ps/financials/ Distribution
enter distributions payables/invo Set
for an invoice icesSetup/dis Member
when they are tributionSets/
not matched to a ui/flow/mana
purchase order. gedistses_flo
w.
Page 231 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
xml#manage
distses_flow
4 Manage Task Define holds to Payables Finan N Y Y Y FS FSC /WEB- Approval
Invoice Holds manually hold or cials CM MUI INF/oracle/ap Code
and Releases release invoices. UI ps/financials/
Define release payables/invo
names used to icesSetup/inv
remove the holds oiceHolds/ui/f
that are applied low/InvoiceH
on the invoices. oldsMainFlow
.
xml#InvoiceH
oldsMainFlow
4 Manage Task Define time Payables Finan N Y Y Y FS FSC /WEB- Aging
Aging periods used by cials CM MUI INF/oracle/ap Period
Periods the invoice aging UI ps/financials/ Header,
report. payables/invo Aging
icesSetup/agi Period Line
ngPeriods/ui/f
low/AgingPeri
odsMainFlow
.
xml#AgingPe
riodsMainFlo
Page 232 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
w
4 Manage Task Create payables Payables Finan N Y N N FS FSC /WEB-
Payables workflow rules cials CM MUI INF/oracle/ap
Workflow using UI ps/financials/
Rules spreadsheet commonMod
based templates. ules/workflow
/setup/public
Ui/flow/Mana
geApprovalR
ulesFlow.
xml#Manage
ApprovalRule
sFlow
4 Manage Task Manage user- Payables Finan N Y N N FS FSC /WEB-
User-Defined defined rules for cials CM MUI INF/oracle/ap
Rules for Payables using UI ps/financials/
Payables spreadsheet- commonMod
based rule ules/workflow
templates. Use /setup/public
the templates to Ui/flow/Mana
create and geApprovalR
upload rules for ulesFlow.
invoice xml#Manage
Page 233 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
exceptions, user- ApprovalRule
defined holds, sFlow
and so on.
3 Define Task Define payment- Payables Finan N Y
Payment List related defaults cials
Options and controls used
in payment
processing.
4 Manage Task Define interest Payables Finan N Y Y Y FS FSC /WEB- Payables
Interest rates used to cials CM MUI INF/oracle/ap Interest
Rates calculate and pay UI ps/financials/ Rate
interest on payables/pay
overdue invoices. mentsSetup/i
nterestRates/
ui/flow/Intere
stRatesFlow
Home.
xml#Interest
RatesFlowHo
me
4 Manage Task Define the fees Payables Finan N Y Y Y FS FSC /WEB- Payables
Bank charged by a cials CM MUI INF/oracle/ap Bank
Charges customer's bank, UI ps/financials/ Charge,
which is the payables/pay Payables
transferring bank, mentsSetup/ Bank
Page 234 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
to transfer money bankCharges Charge
to a supplier's /ui/flow/Bank Member
bank, which is ChargesMain
the receiving Flow.
bank. xml#BankCh
argesMainFlo
w
2 Define Task Configure the Payments Finan Y Y
Disbursemen List ability to disburse cials
ts funds, such as
setting up
payment
methods with
validations and
payment process
profiles.
3 Manage Task Review and Payments Finan N Y Y Y FS FSC /WEB- Financials
Disbursemen maintain lookup cials CM MUI INF/oracle/ap Generic
t Lookups values for UI ps/financials/ Lookup
disbursement commonMod
lookups. ules/appsLoo
kups/ui/flow/
ManageGene
ricLookupTF.
xml#Manage
GenericLook
upTF
Page 235 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define validation Payments Finan N Y Y Y FS FSC Application
Disbursemen and display cials CM MUI Descriptive
t Flexfields properties of UI Flexfield
descriptive
flexfields for
disbursement
flexfields.
Descriptive
flexfields are
used to add
custom attributes
to entities.
3 Manage Task Manage Payments Finan N Y Y Y FS FSC /WEB- Disbursem
Payment disbursement cials CM MUI INF/oracle/ap ent
Methods payment UI ps/financials/ Payment
methods and the payments/fun Method,
validations that dsDisbursem Disbursem
are assigned to entSetup/pay ent
them. mentMethods Payment
/ui/flow/Main Method
AreaFlow. Usage
xml#MainAre
aFlow
Page 236 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define rules that Payments Finan N Y Y Y FS FSC /WEB- Payment
Payment determine which cials CM MUI INF/oracle/ap Method
Method payment method UI ps/financials/ Defaulting
Defaulting will default onto payments/fun Rule
Rules an invoice or dsDisbursem Usage,
other document entSetup/pay Payment
payable. mentMethods Method
/ui/flow/Mana Defaulting
geDefaulting Rules
RulesFlow.
xml#Manage
DefaultingRul
esFlow
3 Manage Task Manage delivery Payments Finan N Y Y Y FS FSC /WEB- Payment
Payment channel codes, cials CM MUI INF/oracle/ap Code
Codes bank instruction UI ps/financials/
codes, and payments/fun
payment reason dsDisbursem
codes. Payment entSetup/pay
codes map to mentCodes/u
values used by i/flow/Payme
your financial ntCodeMainA
institution. reaFlow.
xml#Payment
CodeMainAre
aFlow
Page 237 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Define payment Payments Finan N Y Y Y FS FSC /WEB- Payment
Payment process profiles, cials CM MUI INF/oracle/ap Process
Process which are setup UI ps/financials/ Profile
Profiles entities that payments/fun Usage,
determine the dsDisbursem Payment
payment process entSetup/pay Process
that will be mentProcess Profiles
followed for each Profiles/ui/flo
document w/MainAreaFl
payable. ow.
xml#MainAre
aFlow
3 Manage Task Manage options Payments Finan N Y Y Y FS FSC /WEB- Internal
Disbursemen at the enterprise cials CM MUI INF/oracle/ap Payer
t System and business unit UI ps/financials/
Options level that affect payments/fun
the disbursement dsDisbursem
process. entSetup/pay
ers/ui/flow/FD
SystemOptio
nFlow.
xml#FDSyste
mOptionFlow
Page 238 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Grant Task Define payment Payments Finan N Y N N
Payment function access, cials
Function which controls
Access the user's ability
to view or
process
documents
payable based on
payment
purpose.
3 Manage Task Define a new or Payments Finan N Y Y Y FS FSC /WEB- Virtual
Virtual Card modify an cials CM MUI INF/oracle/ap Card
Programs existing virtual UI ps/financials/ Program,
card program, a payments/sh Virtual
setup entity aredSetup/pa Card
representing the ymentSystem Program
relationship s/ui/flow/Virtu Usage
between the alCardProgra
buyer, the issuing mMainTF.
bank, and the xml#VirtualC
network. ardProgramM
ainTF
2 Configure Task Configure options Payments Finan Y Y
Payment List that are shared cials
System by disbursement
Connectivity and funds
capture, such as
Page 239 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
formats,
transmission
details, and
payment
systems.
3 Manage Task Review and Payments Finan N Y Y Y FS FSC /WEB- Financials
Payment maintain lookup cials CM MUI INF/oracle/ap Generic
System values for UI ps/financials/ Lookup
Connectivity external commonMod
Lookups connectivity. ules/appsLoo
kups/ui/flow/
ManageGene
ricLookupTF.
xml#Manage
GenericLook
upTF
3 Manage Task Define validation Payments Finan N Y Y Y FS FSC Application
Payment and display cials CM MUI Descriptive
System properties of UI Flexfield
Connectivity descriptive
Flexfields flexfields for
external
connectivity
flexfields.
Descriptive
flexfields are
used to add
Page 240 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
custom attributes
to entities.
3 Manage Task Create new or Payments Finan N Y N N
BI Publisher modify seeded cials
Templates payment
templates in BI
Publisher.
Payment
templates are
required by
Oracle Fusion
Payments to
correctly format
funds capture
and funds
disbursement
transactions.
3 Manage Task Define aliases Payments Finan N Y Y Y FS FSC /WEB- Payment
Code Map that will be used cials CM MUI INF/oracle/ap Format
Groups instead of internal UI ps/financials/ Code Map
codes in files that payments/sh Field,
are sent to a third aredSetup/for Payment
party. mats/ui/flow/ Format
CodeMapGro Code Map
Page 241 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
upMainAreaF Field
low. Value,
xml#CodeMa Payment
pGroupMain Format
AreaFlow Code Map
Group
3 Manage Task Define payment Payments Finan N Y Y Y FS FSC /WEB- Payment
Formats formats, cials CM MUI INF/oracle/ap Process
associate them UI ps/financials/ Format,
with BI Publisher payments/sh Payment
templates, and aredSetup/for Process
assign mats/ui/flow/ Validation
validations. FormatMainA Assignmen
reaFlow. t, Payment
xml#FormatM Process
ainAreaFlow Validation
Value
3 Manage Task Add parameter Payments Finan N Y Y Y FS FSC /WEB- Payment
Transmission values to cials CM MUI INF/oracle/ap System
Configuration transmission UI ps/financials/ Transmissi
s protocols. payments/sh on
aredSetup/tra Configurati
nsmissions/ui on,
/flow/Transmi Payment
ssionMainAre System
aFlow. Transmissi
xml#Transmi on
Page 242 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ssionMainAre Parameter,
aFlow Payment
System
Transmissi
on
Protocol,
Payment
System
Transmissi
on Value
3 Manage Task Define external Payments Finan N Y Y Y FS FSC /WEB- Payment
Payment organizations, cials CM MUI INF/oracle/ap System,
Systems such as banks or UI ps/financials/ Payment
payment payments/sh System
processors that aredSetup/pa Account
process funds ymentSystem Name,
capture and s/ui/flow/Pay Payment
disbursement mentSystem System
transactions. MainTF. Account
xml#Payment Value,
SystemMainT Payment
F System
Format,
Payment
System
Key,
Payment
Page 243 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
System
Scheme,
Payment
System
Transmissi
on
3 Integrate Task Integrate with Payments Finan N Y N N
External third party cials
Payment payment systems
Systems for both funds
capture and
disbursement
transaction
processing.
3 View Task View details of Payments Finan N Y N N FS FSC /WEB- Payment
Validations payment cials CM MUI INF/oracle/ap Validation
validation rules UI ps/financials/ Rule
and the entities to payments/sh
which they are aredSetup/va
assigned. lidationSets/u
i/flow/Validati
onSetViewFl
ow.
xml#Validatio
nSetViewFlo
w
Page 244 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Task Set encryption Payments Finan Y Y
Payments List and masking cials
Security options for
payment data.
3 Manage Task Set encryption Payments Finan N Y N N FS FSC /WEB- Payment
System and decryption cials CM MUI INF/oracle/ap Security
Security keys for payment UI ps/financials/ Configurati
Options files and payment payments/sh on
instruments. Set aredSetup/se
masking display curityOptions/
options for credit ui/flow/syste
cards and bank mSecurityOpt
accounts. ionMainArea
Flow.
xml#systemS
ecurityOption
MainAreaFlo
w
2 Define Task Task List for Payables Finan Y Y
Subledger List configuring cials
Accounting Subledger
for Invoicing Accounting Rules
and for Invoicing and
Payments Payments.
Page 245 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Configure Subledger Finan Y Y Subledger
Subledger List subledger Accounting cials Application
Accounting accounting and Setup
Rules set up subledger
accounting rules.
4 Define Task Configure the Subledger Finan N Y
Subledger List subledger Accounting cials
Application transaction model
and Sources used to apply the
accounting rules
and generate
entries.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
w/SlaEventM Event
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
Page 246 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
or,
Accounting
Event
Type,
Subledger
Accounting
Event
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Entity
Mapping,
Subledger
Process
Category,
Subledger
Process
Page 247 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Category
Setup,
Subledger
Transactio
n Entity
Type,
Subledger
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Transactio
n Entity
Type
Page 248 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Application
Application transaction object UI ps/financials/ Setup Setup,
Transaction and reference subledgerAcc Subledger
Objects object definitions ounting/acco Reference
and the source untingMethod Object
assignments. Setup/event Setup,
Models/ui/flo Subledger
w/SlaSource Source
SystemFlow. Assignmen
xml#SlaSour t,
ceSystemFlo Subledger
w Transactio
Page 249 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Object
Setup
5 Create and Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Assign to generate Accounting cials CM MUI INF/Schedule
Sources sources and UI Request-
source taskflow.
assignments xml#Schedul
based on the eRequest-
object definitions taskflow
after creating or
modifying
transaction
objects.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
in the definition of ow.
the rules. xml#Sources
Page 250 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ManageFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 251 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Maintain the Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting attributes of a Accounting cials CM MUI INF/oracle/ap Accounting
Attributes journal entry by UI ps/financials/ Attribute,
mapping the subledgerAcc Subledger
sources which ounting/acco Accounting
will provide the untingMethod Attribute
values during Setup/event Formula,
entry generation. Models/ui/flo Subledger
w/AcctAttribut Accounting
esFlow. Attribute
xml#AcctAttri Formula
butesFlow Detail,
Subledger
Accounting
Attribute
Formula
Source
4 Define Task Define subledger Subledger Finan N Y
Subledger List accounting Accounting cials
Accounting methods and
Methods their
subcomponents
such as journal
line rules,
description rules,
and account
rules, which are
Page 252 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
applied in the
generation of
accounting
entries.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 253 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Journal Line maintain the rule Accounting cials CM MUI INF/oracle/ap Journal
Rules used to convert UI ps/financials/ Line Rule,
transaction data subledgerAcc Subledger
into a journal ounting/acco Journal
entry line. untingMethod Line Rule
Setup/journal Accounting
LineRules/ui/f Attribute
low/JournalLi Assignmen
neRule. t,
xml#JournalL Subledger
ineRule Journal
Line Rule
Condition
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Description maintain the rule Accounting cials CM MUI INF/oracle/ap Description
Rules that creates a UI ps/financials/ Rule,
description for a subledgerAcc Subledger
subledger journal ounting/acco Description
entry or any of its untingMethod Rule
lines. Setup/descrip Condition,
tionRules/ui/fl Subledger
ow/Descriptio Description
nRuleFlow. Rule
xml#Descripti Detail,
onRuleFlow Subledger
Description
Page 254 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Rule
Priority
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
n Account
Type
Page 255 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Supporting
Supporting maintain the Accounting cials CM MUI INF/oracle/ap Reference
References object that stores UI ps/financials/ Detail,
additional subledgerAcc Supporting
transaction ounting/acco Reference
information about untingMethod Header
a subledger Setup/suppor
journal entry tingReferenc
either at the es/ui/flow/Su
header or line pportingRefer
level. Supporting encesFlow.
references can xml#Supporti
also be used to ngReference
establish a sFlow
subledger
Page 256 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
balance for each
value of a
transaction
attribute and
account.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Subledger maintain the rules Accounting cials CM MUI INF/oracle/ap Journal
Journal Entry that will generate UI ps/financials/ Entry Rule
Rule Sets a complete subledgerAcc Set,
subledger journal ounting/acco Subledger
entry. untingMethod Journal
Setup/journal Entry Rule
RuleSets/ui/fl Set
ow/JournalEn Account
tryRuleSetFlo Rule
w. Assignmen
xml#JournalE t,
ntryRuleSetFl Subledger
ow Journal
Entry Rule
Set Journal
Entry
Header
Assignmen
t,
Subledger
Journal
Page 257 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Entry Rule
Set Journal
Line Rule
Assignmen
t,
Subledger
Journal
Entry Rule
Set
Supporting
Reference
Assignmen
t
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain method Accounting cials CM MUI INF/oracle/ap Accounting
Methods used to record UI ps/financials/ Method,
the financial subledgerAcc Subledger
impact of ounting/acco Accounting
subledger untingMethod Method
transactions, Setup/accoun Journal
such as accrual tingMethods/ Entry Rule
basis, cash basis, ui/flow/Acctg Set
or combined MethodFlow. Assignmen
basis accounting. xml#AcctgMe t
thodFlow
Page 258 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Activate Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to validate the Accounting cials CM MUI INF/Schedule
Journal Entry configuration and UI Request-
Rule Set activate the taskflow.
Assignments usage of the xml#Schedul
accounting eRequest-
method after taskflow
making any
updates on the
journal entry rule
set components
or their
assignments on
the Accounting
Method page.
4 Import Task Use the manual Subledger Finan N Y N N FS FSC /WEB-
Supporting journal entry Accounting cials CM MUI INF/oracle/ap
Reference spreadsheet to UI ps/financials/
Initial initialize the subledgerAcc
Balances supporting ounting/journ
reference als/enterJour
balances. nals/publicDi/
flow/FinXlaD
esktopJourna
lEntryDIFlow.
xml#FinXlaD
esktopJourna
Page 259 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lEntryDIFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain the list Accounting cials CM MUI INF/oracle/ap Accounting
Class of accounting UI ps/financials/ Class
Usages classes that are subledgerAcc Usage,
used to ounting/share Subledger
determine which dSetup/accou Post
journal entry lines ntingClassUs Accounting
to retrieve during ages/ui/flow/ Assignmen
a particular AcctgClassU t Definition,
Page 260 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
process. The sageFlow. Subledger
process can be a xml#AcctgCla Post
report or any ssUsageFlow Accounting
other post- Class
accounting Assignmen
program. t
4 Manage Task Review and Subledger Finan N Y Y Y FS FSC /WEB- Financials
Subledger maintain lookup Accounting cials CM MUI INF/oracle/ap Generic
Accounting values for Oracle UI ps/financials/ Lookup
Lookups Fusion Subledger commonMod
Accounting, such ules/appsLoo
as accounting kups/ui/flow/
class values and ManageGene
journal entry ricLookupTF.
types. xml#Manage
GenericLook
upTF
4 Manage Task Define profile Subledger Finan N Y Y Y FS FSC Application
Subledger option settings Accounting cials CM MUI Profile
Accounting and values to UI Value
Profile control Oracle
Options Fusion Subledger
Accounting
behavior such as
enabling
diagnostics which
will capture
Page 261 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
transaction data
used in journal
entry generation.
4 Manage Task Define validation Subledger Finan N Y Y Y FS FSC Application
Subledger and display Accounting cials CM MUI Descriptive
Accounting properties of UI Flexfield
Descriptive descriptive
Flexfields flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom attributes
to manual
adjustment
entries.
3 Define Task Define the rules Subledger Finan N Y Subledger
Transaction List to derive Accounting cials Application
Account transaction Setup
Rules accounts.
Page 262 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Define Task Define the Subledger Finan N Y
Sources List subledger Accounting cials
application and
sources to be
used in
Transaction
Account Builder
setups.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
w/SlaEventM Event
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
or,
Accounting
Event
Type,
Page 263 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Subledger
Accounting
Event
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Entity
Mapping,
Subledger
Process
Category,
Subledger
Process
Category
Setup,
Subledger
Transactio
Page 264 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Entity
Type,
Subledger
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Transactio
n Entity
Type
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
Page 265 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
in the definition of ow.
the rules. xml#Sources
ManageFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
Page 266 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
4 Define Task Configure the Subledger Finan N Y
Transaction List rules to derive Accounting cials
Accounts accounts on
subledger
transactions.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Page 267 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
n Account
Type
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Transaction maintain the Accounting cials CM MUI INF/oracle/ap Transactio
Account types of accounts UI ps/financials/ n Account
Types that can be subledgerAcc Type
derived for a ounting/trans
transaction, as actionAccoun
Page 268 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
well as the tBuilder/ui/flo
sources that can w/Transactio
be used for its nAccountTyp
derivation. eFlow.
xml#Transact
ionAccountTy
peFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Transaction maintain the Accounting cials CM MUI INF/oracle/ap Transactio
Account object that UI ps/financials/ n Account
Definitions groups the subledgerAcc Rule Set,
account ounting/trans Subledger
derivation rules actionAccoun Transactio
used to derive tBuilder/ui/flo n Account
default accounts w/Transactio Rule Set
for transactions nAccountDef Assignmen
of an application. Flow. t
xml#Transact
ionAccountD
efFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
Page 269 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
2 Define Task Configure Cash Finan Y Y
Cash List components for Manageme cials
Management cash nt
and Banking management and
Configuration banking such as
banks, branches,
accounts, and
bank statement
reconciliation.
3 Define Task Configure the Cash Finan N Y
Common List profile options, Manageme cials
Cash and lookups, nt
Treasury descriptive
Management flexfields and
Configuration other common
components for
Oracle Fusion
Cash
Management.
Page 270 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Define validation Cash Finan N Y Y Y FS FSC Application
Cash and display Manageme cials CM MUI Descriptive
Management properties of nt UI Flexfield
Descriptive descriptive
Flexfields flexfields for cash
management.
Descriptive
flexfields are
used to add
custom attributes
to entities.
4 Manage Task Define profile Cash Finan N Y Y Y FS FSC Application
Cash option settings Manageme cials CM MUI Profile
Management and values to nt UI Value
Profile control behavior
Options such as bank
account number
masking.
4 Manage Task Review and Cash Finan N Y Y Y FS FSC /WEB- Financials
Cash maintain lookup Manageme cials CM MUI INF/oracle/ap Generic
Management values for cash nt UI ps/financials/ Lookup
Lookups management commonMod
such as bank ules/appsLoo
balance codes kups/ui/flow/
and transaction ManageGene
types. ricLookupTF.
xml#Manage
Page 271 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
GenericLook
upTF
3 Define Task Configure setup Cash Finan N Y
Bank List for bank Manageme cials
Statement statement nt
Processing processing and
and reconciling bank
Reconciliatio statements.
n
4 Manage Task Maintain codes Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank used to identify Manageme cials CM MUI INF/oracle/ap Transactio
Statement the type of nt UI ps/financials/ n Code
Transaction transaction the cashManage
Codes bank statement ment/bankSt
line represents. mtSetup/ui/flo
w/Transactio
nCodesFlow.
xml#Transact
ionCodesFlo
w
Page 272 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Bank
Parse Rule rule sets to parse Manageme cials CM MUI INF/oracle/ap Statement
Sets data from one nt UI ps/financials/ Parsing
field to another cashManage Rule, Bank
during bank ment/bankSt Statement
statement import. mtSetup/ui/flo Parsing
w/ParsingRul Rule Set
esFlow.
xml#Parsing
RulesFlow
4 Manage Task Manage rules for Cash Finan N Y Y Y FS FSC /WEB- Bank
Bank the creation and Manageme cials CM MUI INF/oracle/ap Statement
Statement accounting of nt UI ps/financials/ Transactio
Transaction transactions from cashManage n Creation
Creation bank statement ment/cashTrx Rule
Rules lines. Setup/ui/flow/
CashTransac
tionSetupFlo
w.
xml#CashTra
nsactionSetu
pFlow
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Cash
Cash mappings Manageme cials CM MUI INF/oracle/ap Transactio
Transaction between payment nt UI ps/financials/ n Type
Type methods and cashManage
Mapping transaction types. ment/bankSt
Page 273 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
mtSetup/ui/flo
w/Transactio
nTypeMappin
gFlow.
xml#Transact
ionTypeMapp
ingFlow
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Bank
Bank tolerance rules Manageme cials CM MUI INF/oracle/ap Statement
Statement such as date and nt UI ps/financials/ Reconciliat
Reconciliatio amount, used to cashManage ion
n Tolerance reconcile bank ment/reconcil Tolerance
Rules statements. iationSetup/ui
/flow/Toleran
ceRuleMainA
reaFlow.
xml#Toleranc
eRuleMainAr
eaFlow
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Bank
Bank matching rules Manageme cials CM MUI INF/oracle/ap Statement
Statement used to reconcile nt UI ps/financials/ Automatic
Reconciliatio bank statement cashManage Reconciliat
n Matching lines with ment/reconcil ion
Rules application iationSetup/ui Matching
transactions. /flow/ReconM Rule
atchingRuleM
Page 274 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ainAreaFlow.
xml#ReconM
atchingRuleM
ainAreaFlow
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Bank
Bank bank statement Manageme cials CM MUI INF/oracle/ap Statement
Statement reconciliation rule nt UI ps/financials/ Automatic
Reconciliatio sets used in cashManage Reconciliat
n Rule Sets automatic ment/reconcil ion
reconciliation. iationSetup/ui Matching
/flow/ReconS Rule Set,
etupMainAre Bank
aFlow. Statement
xml#ReconS Reconciliat
etupMainAre ion Rule
aFlow Set Item
3 Set Up Task Create and edit Cash Finan Y Y
Banks, List banks, branches, Manageme cials
Branches, and accounts nt
and Accounts used throughout
the applications.
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank Bank
Banks banks. Manageme cials CM MUI INF/oracle/ap General General
nt UI ps/financials/ Information Information
cashManage
ment/bankRe
Page 275 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lationships/ui/
flow/Manage
BankMainAre
aFlow.
xml#Manage
BankMainAre
aFlow
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank branches. Manageme cials CM MUI INF/oracle/ap Branch,
Branches nt UI ps/financials/ Bank
cashManage Branch
ment/bankRe General
lationships/ui/ Information
flow/Manage
BranchMainA
reaFlow.
xml#Manage
BranchMainA
reaFlow
4 Manage Task Create and edit Cash Finan Y Y Y Y FS FSC /WEB- Bank
Bank bank accounts. Manageme cials CM MUI INF/oracle/ap Account,
Accounts nt UI ps/financials/ Bank
cashManage Account
ment/bankRe Checkbook
lationships/ui/ , Bank
flow/BankAcc Account
ountMainAre Grant,
Page 276 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
aFlow. Bank
xml#BankAcc Account
ountMainAre Payment
aFlow Document,
Bank
Account
Payment
Document
Category,
Bank
Account
Transactio
n Creation
Rule, Bank
Account
Use, Bank
General
Ledger
Account
4 Manage Task Create and edit Cash Finan N Y Y Y FS FSC /WEB- Payment
Payment payment Manageme cials CM MUI INF/oracle/ap Instrument,
Instruments instruments. nt UI ps/financials/ Payment
cashManage Instrument
ment/bankRe Use
lationships/ui/
flow/Payment
InstrumentsM
Page 277 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ainAreaFlow.
xml#Payment
InstrumentsM
ainAreaFlow
3 Define Task Configure setup Cash Finan N Y
Cash List for cash Manageme cials
Positioning positioning and nt
and forecasting to
Forecasting establish cash
positioning and
forecasting
requirements.
4 Specify Cash Task Configure flexible Cash Finan Y Y Y Y FS FSC /WEB- Cash
Positioning time spans for Manageme cials CM MUI INF/oracle/ap Positioning
and cash positioning nt UI ps/financials/ and
Forecasting and forecasting cashManage Forecastin
Options reports by ment/cashPo g
leveraging GL sition/setup/o Configurati
accounting ptions/ui/flow/ on, Cash
calendars OptionsFlow. Positioning
xml#Options and
Flow Forecastin
g Time
Dimension
Page 278 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Maintain the Cash Finan N Y Y Y FS FSC /WEB- Cash
Cash extensible cube Manageme cials CM MUI INF/oracle/ap Positioning
Positioning dimensions of the nt UI ps/financials/ and
and Hyperion cube cashManage Forecastin
Forecasting used by cash ment/cashPo g
Transaction positioning and sition/setup/c Dimension,
Grouping forecasting ubeExtensibil Cash
ity/ui/flow/Ca Positioning
shPositionSet and
upUIMainAre Forecastin
aFlow. g
xml#CashPo Dimension
sitionSetupUI Source
MainAreaFlo
w
4 Create Cash Task Download Excel Cash Finan N Y N N FS FSC oracle/apps/fi
Positioning template to Manageme cials CM MUI nancials/cash
Report generate cash nt UI Management/
positioning and cashPosition/
forecasting inquiry/ui/exc
reports using el/CeCashPo
Smart View. sitionReportG
enerator.
xlsm?javax.
portlet.faces.
DirectLink=tr
ue
Page 279 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Define Task Configure Subledger Finan N Y Subledger
Subledger List subledger Accounting cials Application
Accounting accounting and Setup
Rules set up subledger
accounting rules.
4 Define Task Configure the Subledger Finan N Y
Subledger List subledger Accounting cials
Application transaction model
and Sources used to apply the
accounting rules
and generate
entries.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
w/SlaEventM Event
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
Page 280 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
or,
Accounting
Event
Type,
Subledger
Accounting
Event
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Entity
Mapping,
Subledger
Process
Category,
Subledger
Process
Page 281 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Category
Setup,
Subledger
Transactio
n Entity
Type,
Subledger
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Transactio
n Entity
Type
Page 282 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Application
Application transaction object UI ps/financials/ Setup Setup,
Transaction and reference subledgerAcc Subledger
Objects object definitions ounting/acco Reference
and the source untingMethod Object
assignments. Setup/event Setup,
Models/ui/flo Subledger
w/SlaSource Source
SystemFlow. Assignmen
xml#SlaSour t,
ceSystemFlo Subledger
w Transactio
Page 283 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
n Object
Setup
5 Create and Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Assign to generate Accounting cials CM MUI INF/Schedule
Sources sources and UI Request-
source taskflow.
assignments xml#Schedul
based on the eRequest-
object definitions taskflow
after creating or
modifying
transaction
objects.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
in the definition of ow.
the rules. xml#Sources
Page 284 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
ManageFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 285 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Maintain the Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting attributes of a Accounting cials CM MUI INF/oracle/ap Accounting
Attributes journal entry by UI ps/financials/ Attribute,
mapping the subledgerAcc Subledger
sources which ounting/acco Accounting
will provide the untingMethod Attribute
values during Setup/event Formula,
entry generation. Models/ui/flo Subledger
w/AcctAttribut Accounting
esFlow. Attribute
xml#AcctAttri Formula
butesFlow Detail,
Subledger
Accounting
Attribute
Formula
Source
4 Define Task Define subledger Subledger Finan N Y
Subledger List accounting Accounting cials
Accounting methods and
Methods their
subcomponents
such as journal
line rules,
description rules,
and account
rules, which are
Page 286 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
applied in the
generation of
accounting
entries.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 287 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Journal Line maintain the rule Accounting cials CM MUI INF/oracle/ap Journal
Rules used to convert UI ps/financials/ Line Rule,
transaction data subledgerAcc Subledger
into a journal ounting/acco Journal
entry line. untingMethod Line Rule
Setup/journal Accounting
LineRules/ui/f Attribute
low/JournalLi Assignmen
neRule. t,
xml#JournalL Subledger
ineRule Journal
Line Rule
Condition
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Description maintain the rule Accounting cials CM MUI INF/oracle/ap Description
Rules that creates a UI ps/financials/ Rule,
description for a subledgerAcc Subledger
subledger journal ounting/acco Description
entry or any of its untingMethod Rule
lines. Setup/descrip Condition,
tionRules/ui/fl Subledger
ow/Descriptio Description
nRuleFlow. Rule
xml#Descripti Detail,
onRuleFlow Subledger
Description
Page 288 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Rule
Priority
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
n Account
Type
Page 289 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Supporting
Supporting maintain the Accounting cials CM MUI INF/oracle/ap Reference
References object that stores UI ps/financials/ Detail,
additional subledgerAcc Supporting
transaction ounting/acco Reference
information about untingMethod Header
a subledger Setup/suppor
journal entry tingReferenc
either at the es/ui/flow/Su
header or line pportingRefer
level. Supporting encesFlow.
references can xml#Supporti
also be used to ngReference
establish a sFlow
subledger
Page 290 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
balance for each
value of a
transaction
attribute and
account.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Subledger maintain the rules Accounting cials CM MUI INF/oracle/ap Journal
Journal Entry that will generate UI ps/financials/ Entry Rule
Rule Sets a complete subledgerAcc Set,
subledger journal ounting/acco Subledger
entry. untingMethod Journal
Setup/journal Entry Rule
RuleSets/ui/fl Set
ow/JournalEn Account
tryRuleSetFlo Rule
w. Assignmen
xml#JournalE t,
ntryRuleSetFl Subledger
ow Journal
Entry Rule
Set Journal
Entry
Header
Assignmen
t,
Subledger
Journal
Page 291 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Entry Rule
Set Journal
Line Rule
Assignmen
t,
Subledger
Journal
Entry Rule
Set
Supporting
Reference
Assignmen
t
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain method Accounting cials CM MUI INF/oracle/ap Accounting
Methods used to record UI ps/financials/ Method,
the financial subledgerAcc Subledger
impact of ounting/acco Accounting
subledger untingMethod Method
transactions, Setup/accoun Journal
such as accrual tingMethods/ Entry Rule
basis, cash basis, ui/flow/Acctg Set
or combined MethodFlow. Assignmen
basis accounting. xml#AcctgMe t
thodFlow
Page 292 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Activate Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to validate the Accounting cials CM MUI INF/Schedule
Journal Entry configuration and UI Request-
Rule Set activate the taskflow.
Assignments usage of the xml#Schedul
accounting eRequest-
method after taskflow
making any
updates on the
journal entry rule
set components
or their
assignments on
the Accounting
Method page.
4 Import Task Use the manual Subledger Finan N Y N N FS FSC /WEB-
Supporting journal entry Accounting cials CM MUI INF/oracle/ap
Reference spreadsheet to UI ps/financials/
Initial initialize the subledgerAcc
Balances supporting ounting/journ
reference als/enterJour
balances. nals/publicDi/
flow/FinXlaD
esktopJourna
lEntryDIFlow.
xml#FinXlaD
esktopJourna
Page 293 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lEntryDIFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain the list Accounting cials CM MUI INF/oracle/ap Accounting
Class of accounting UI ps/financials/ Class
Usages classes that are subledgerAcc Usage,
used to ounting/share Subledger
determine which dSetup/accou Post
journal entry lines ntingClassUs Accounting
to retrieve during ages/ui/flow/ Assignmen
a particular AcctgClassU t Definition,
Page 294 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
process. The sageFlow. Subledger
process can be a xml#AcctgCla Post
report or any ssUsageFlow Accounting
other post- Class
accounting Assignmen
program. t
4 Manage Task Review and Subledger Finan N Y Y Y FS FSC /WEB- Financials
Subledger maintain lookup Accounting cials CM MUI INF/oracle/ap Generic
Accounting values for Oracle UI ps/financials/ Lookup
Lookups Fusion Subledger commonMod
Accounting, such ules/appsLoo
as accounting kups/ui/flow/
class values and ManageGene
journal entry ricLookupTF.
types. xml#Manage
GenericLook
upTF
4 Manage Task Define profile Subledger Finan N Y Y Y FS FSC Application
Subledger option settings Accounting cials CM MUI Profile
Accounting and values to UI Value
Profile control Oracle
Options Fusion Subledger
Accounting
behavior such as
enabling
diagnostics which
will capture
Page 295 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
transaction data
used in journal
entry generation.
4 Manage Task Define validation Subledger Finan N Y Y Y FS FSC Application
Subledger and display Accounting cials CM MUI Descriptive
Accounting properties of UI Flexfield
Descriptive descriptive
Flexfields flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom attributes
to manual
adjustment
entries.
2 Create Task Create templates Payables Finan N Y Y Y FS FSC /WEB- Payment
Payment by predefining cials CM MUI INF/oracle/ap Process
Process selection criteria, UI ps/financials/ Request
Request payment payables/pay Templates,
Templates attributes, and mentsSetup/ Payment
processing paymentProc Process
instructions. essRequestT Template
Page 296 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Invalidate emplates/ui/fl Business
obsolete ow/MainArea Units,
templates, or edit Flow. Payment
a template to xml#MainAre Process
fine-tune its aFlow Template
selection criteria. Currencies
, Payment
Process
Template
Legal
Entities,
Payment
Process
Template
Pay
Groups,
Payment
Process
Template
Source
Groups
1 Define Task Configure Supply SCM N Y
External List required Chain for
Purchase information for Healthcare
Prices Oracle Fusion
Configuration External
Purchase Prices
Page 297 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
including lookups
and selection
criteria.
2 Manage Task Manage the Supply SCM Y Y Y Y FS FSC redwood/exte External
External mapping of Chain for CM MUI rnal- Purchase
Purchase requisitioning Healthcare UI purchase- Prices
Prices business units to prices/main/n Mapping,
Requisitionin a source avigator/setu Mapped
g BU organization for p/eppmappin Requisition
Mapping external gs ing BUs
purchase prices.
2 Manage Task Manage the Supply SCM Y Y Y Y FS FSC redwood/exte Selection
External criteria used to Chain for CM MUI rnal- Criteria
Purchase select the Healthcare UI purchase-
Prices external prices/main/n
Selection purchase prices avigator/setu
Criteria for a p/eppselectio
requisitioning ncriteria
business unit.
The selected
external
purchase prices
are created as
blanket purchase
agreements.
Page 298 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Manage the Supply SCM Y Y Y Y FS FSC redwood/exte External
External default values Chain for CM MUI rnal- Purchase
Purchase that are Healthcare UI purchase- Prices
Prices configured at a prices/main/n Attribute
Purchase requisitioning BU avigator/setu Default
Agreement level in external p/eppagreem
Defaults purchase prices entdefaults
that would be
used during the
creation of the
blanket purchase
agreement.
2 Manage Task Define and Supply SCM Y Y N N FS FSC /WEB-
External maintain approval Chain for CM MUI INF/oracle/ap
Purchase routing and Healthcare UI ps/prc/por/ma
Price configuration for nageApprova
Approvals external lRules/ui/flow
purchase prices /ManageAppr
and its change ovalRulesFlo
orders. w.
xml#Manage
ApprovalRule
sFlow
Page 299 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Review and Supply SCM N Y Y Y FS FSC Application
External maintain lookup Chain for CM MUI Standard
Purchase values used for Healthcare UI Lookup
Prices managing
Lookups external
purchase prices.
1 Define Task Configure your Channel SCM Y Y
Supplier List supplier rebate Revenue
Incentives and supplier ship Manageme
and debit nt
programs.
2 Define Task Configure pricing Pricing SCM Y Y
Pricing for List tasks for supplier
Supplier ship and debit
Channel programs.
Management
3 Manage Task Review, update, Pricing SCM N Y Y Y FS FSC /WEB- Application
Pricing and delete CM MUI INF/oracle/ap Standard
Lookups predefined UI ps/fnd/applco Lookup
pricing lookups re/lookups/pu
and create new blicUi/flow/M
pricing lookups. anageStanda
rdLookupsTF
.
xml#Manage
StandardLoo
kupsTF
Page 300 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Review and Pricing SCM N Y Y Y FS FSC /WEB- Pricing
Pricing update values for CM MUI INF/oracle/ap Parameter,
Parameters predefined UI ps/scm/pricin Pricing
pricing g/setup/para Parameter
parameters that meters/ui/flo Value
are used in w/ManagePri
pricing ceParameter
administration. Flow.
xml#Manage
PriceParamet
erFlow
3 Manage Task Review, update, Pricing SCM N Y Y Y FS FSC /WEB- Price
Price and delete CM MUI INF/oracle/ap Element
Elements predefined price UI ps/scm/pricin
elements. Create g/setup/elem
price elements ents/ui/flow/M
that represent anagePriceEl
price, adjustment, ementsFlow.
cost, or margin. xml#Manage
PriceElement
sFlow
3 Manage Task Create, review, Pricing SCM N Y Y Y FS FSC /WEB- Pricing
Pricing Bases update, and CM MUI INF/oracle/ap Basis,
delete pricing UI ps/scm/pricin Pricing
bases that can be g/setup/basis Basis
used as /ui/flow/Mana Charge
adjustment basis gePricingBasi Criteria
Page 301 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
or in tiered sFlow.
pricing rules as xml#Manage
tier basis. PricingBasisF
low
2 Define Task Configure Channel SCM Y Y
Channel List Channel Revenue
Revenue Revenue Manageme
Management Management nt
Foundation setups, such as
profiles,
messages,
lookups, value
sets, descriptive
flexfields,
program types,
claim types, claim
reasons, claim
sources and
channel periods.
3 Manage Task Create and Channel SCM Y Y Y Y FS FSC Application
Channel manage Profile Revenue CM MUI Profile
Profile Options that are Manageme UI Value
Options used in Channel nt
Revenue
Management.
Page 302 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Review and Channel SCM N Y Y Y FS FSC /WEB- Application
Channel maintain Lookups Revenue CM MUI INF/oracle/ap Standard
Lookups that are used in Manageme UI ps/fnd/applco Lookup
Channel nt re/lookups/pu
Revenue blicUi/flow/M
Management. anageStanda
rdLookupsTF
.
xml#Manage
StandardLoo
kupsTF
3 Manage Task Create and Channel SCM N Y Y Y FS FSC Application
Channel manage Value Revenue CM MUI Flexfield
Value Sets Sets that are Manageme UI Value Set
used in Channel nt
Revenue
Management.
3 Manage Task Define validation Channel SCM N Y Y Y FS FSC /WEB- Application
Channel and display Revenue CM MUI INF/oracle/ap Descriptive
Descriptive properties of Manageme UI ps/fnd/applco Flexfield
Flexfields descriptive nt re/flex/dff/ui/p
flexfields in ublicFlow/Ma
Channel nageDescripti
Revenue veFlexfieldsT
Management. F.
Descriptive xml#Manage
flexfields are DescriptiveFl
Page 303 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
used to add exfieldsTF
custom attributes
to entities.
3 Manage Task Review and Channel SCM N Y Y N FS FSC /WEB- Application
Channel update Revenue CM MUI INF/oracle/ap Message
Messages predefined Manageme UI ps/fnd/applco
messages for nt re/messages/
Channel ui/flow/Mana
Revenue geMessages
Management. TF.
xml#Manage
MessagesTF
3 Manage Task Configure and Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel User manage different Revenue CM MUI INF/oracle/ap User
Statuses channel user Manageme UI ps/scm/cjm/s Status
statuses for nt etup/ui/flow/U
tracking and serStatusFlo
classification, and w.
drive application xml#UserStat
behavior with usFlow
system statuses.
Page 304 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Manage the Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel program types Revenue CM MUI INF/oracle/ap Program
Program that control the Manageme UI ps/scm/cjm/s Type,
Types behavior of a nt etup/ui/flow/P Channel
program rogramTypeF Program
including the low. Type
settings and xml#Program Qualifier
values processed TypeFlow
during the
generation of
accruals.
3 Manage Task Create and Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel manage Revenue CM MUI INF/oracle/ap Adjustment
Adjustment adjustment types Manageme UI ps/scm/cjm/s Reason,
Types based on nt etup/ui/flow/A Channel
predefined types djustmentTyp Adjustment
that you can use eTF. Type
while creating xml#Adjustm
channel manual entTypeTF
adjustments.
3 Manage Task Configure and Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel manage claim Revenue CM MUI INF/oracle/ap Claim
Claim Types types to Manageme UI ps/scm/cjm/s Type,
categorize and nt etup/ui/flow/C Channel
group claims. laimTypeFlo Claim Type
You can use w. Business
claim types for xml#ClaimTy Unit
Page 305 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
analysis and the peFlow Mapping
resolution of
claim-related
investigations.
3 Manage Task Configure and Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel manage claim Revenue CM MUI INF/oracle/ap Claim
Claim reasons to Manageme UI ps/scm/cjm/s Reason
Reasons categorize and nt etup/ui/flow/C
group claims. laimReasonFl
You can use ow.
claim reasons for xml#ClaimRe
analysis and the asonFlow
resolution of
claim-related
investigations.
3 Manage Task Configure and Channel SCM N Y Y Y FS FSC /WEB- Channel
Channel manage claim Revenue CM MUI INF/oracle/ap Claim
Claim sources that map Manageme UI ps/scm/cjm/s Settlement
Sources between the nt etup/ui/flow/C Method,
predefined claim laimSourceFl Channel
classes and the ow. Claim
predefined claim xml#ClaimSo Source
sources. When urceFlow
you create a
claim, the claim
type and claim
Page 306 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
reason are
determined by
the claim source.
3 Manage Task Determine the Advanced Finan N Y Y Y FS FSC /WEB- Collections
Aging grouping of Collections cials CM MUI INF/oracle/ap Aging
Methods receivables by UI ps/financials/ Bucket,
time to determine collections/ag Collections
actions for ing/ui/flow/Ag Aging
collections and ingBucketsFl Bucket
reporting ow. Detail
activities. xml#AgingBu
cketsFlow
3 Manage Task Review and Channel SCM Y Y Y Y FS FSC /WEB- Channel
Channel update values for Revenue CM MUI INF/oracle/ap Setting,
Settings the channel Manageme UI ps/scm/cjm/s Channel
predefined nt etup/ui/flow/S Setting
settings, which ystemParam Value
also includes etersFlow.
some required xml#SystemP
tasks. arametersFlo
w
Page 307 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Run Task Run the Migrate Channel SCM N Y N N FS FSC /WEB-
Migrate Pending Revenue CM MUI INF/Schedule
Pending Approvals to Manageme UI Request-
Approvals to BPM Workflow nt taskflow.
BPM scheduled xml#Schedul
Workflow process. eRequest-
Process taskflow
3 Define Task Configure Subledger Finan N Y Subledger
Subledger List subledger Accounting cials Application
Accounting accounting and Setup
Rules set up subledger
accounting rules.
4 Define Task Configure the Subledger Finan N Y
Subledger List subledger Accounting cials
Application transaction model
and Sources used to apply the
accounting rules
and generate
entries.
5 Manage Task Register and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Accounting
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Attribute
Application subledger UI ps/financials/ Setup Event
application and subledgerAcc Class
its corresponding ounting/acco Source
event model such untingMethod Assignmen
as event classes Setup/event t,
and event types. Models/ui/flo Accounting
Page 308 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
w/SlaEventM Event
odelFlow. Class,
xml#SlaEvent Accounting
ModelFlow Event
Class
Processing
Predecess
or,
Accounting
Event
Type,
Subledger
Accounting
Event
Class,
Subledger
Accounting
Event
Class
Options,
Subledger
Application
,
Subledger
Application
Setup,
Subledger
Page 309 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Entity
Mapping,
Subledger
Process
Category,
Subledger
Process
Category
Setup,
Subledger
Transactio
n Entity
Type,
Subledger
User
Transactio
n Identifier,
Subledger
User
Transactio
n Identifier
Assignmen
ts,
Subledger
system
Transactio
n Identifier,
Page 310 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Transactio
n Entity
Type
5 Update Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to be run when Accounting cials CM MUI INF/Schedule
Application there is a new UI Request-
Options subledger taskflow.
application xml#Schedul
registered or eRequest-
updates are taskflow
made to any of
the following after
ledgers are
defined; event
model, event
class, or event
type.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger Subledger
Subledger maintain the Accounting cials CM MUI INF/oracle/ap Application Application
Application transaction object UI ps/financials/ Setup Setup,
Transaction and reference subledgerAcc Subledger
Objects object definitions ounting/acco Reference
and the source untingMethod Object
assignments. Setup/event Setup,
Models/ui/flo Subledger
Page 311 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
w/SlaSource Source
SystemFlow. Assignmen
xml#SlaSour t,
ceSystemFlo Subledger
w Transactio
n Object
Setup
5 Create and Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Assign to generate Accounting cials CM MUI INF/Schedule
Sources sources and UI Request-
source taskflow.
assignments xml#Schedul
based on the eRequest-
object definitions taskflow
after creating or
modifying
transaction
objects.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Sources maintain sources Accounting cials CM MUI INF/oracle/ap Standard
which provide UI ps/financials/ Source
transaction subledgerAcc
attribute values ounting/acco
into the journal untingMethod
entry generation Setup/source
mechanism. s/ui/flow/Sour
Sources are used cesManageFl
Page 312 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
in the definition of ow.
the rules. xml#Sources
ManageFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 313 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Maintain the Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting attributes of a Accounting cials CM MUI INF/oracle/ap Accounting
Attributes journal entry by UI ps/financials/ Attribute,
mapping the subledgerAcc Subledger
sources which ounting/acco Accounting
will provide the untingMethod Attribute
values during Setup/event Formula,
entry generation. Models/ui/flo Subledger
w/AcctAttribut Accounting
esFlow. Attribute
xml#AcctAttri Formula
butesFlow Detail,
Subledger
Accounting
Attribute
Formula
Source
4 Define Task Define subledger Subledger Finan N Y
Subledger List accounting Accounting cials
Accounting methods and
Methods their
subcomponents
such as journal
line rules,
description rules,
and account
rules, which are
Page 314 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
applied in the
generation of
accounting
entries.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
User-Defined maintain the rule Accounting cials CM MUI INF/oracle/ap Formula,
Formulas that calculates a UI ps/financials/ Subledger
numeric value or subledgerAcc Formula
to derive an ounting/acco Detail,
alphanumeric untingMethod Subledger
value based on Setup/formul Formula
certain as/ui/flow/For Source
transaction mulaManage
attribute values. Flow.
Formulas can be xml#Formula
used in journal ManageFlow
line rules,
account rules,
description rules,
supporting
references or
mapping sets.
Page 315 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Journal Line maintain the rule Accounting cials CM MUI INF/oracle/ap Journal
Rules used to convert UI ps/financials/ Line Rule,
transaction data subledgerAcc Subledger
into a journal ounting/acco Journal
entry line. untingMethod Line Rule
Setup/journal Accounting
LineRules/ui/f Attribute
low/JournalLi Assignmen
neRule. t,
xml#JournalL Subledger
ineRule Journal
Line Rule
Condition
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Description maintain the rule Accounting cials CM MUI INF/oracle/ap Description
Rules that creates a UI ps/financials/ Rule,
description for a subledgerAcc Subledger
subledger journal ounting/acco Description
entry or any of its untingMethod Rule
lines. Setup/descrip Condition,
tionRules/ui/fl Subledger
ow/Descriptio Description
nRuleFlow. Rule
xml#Descripti Detail,
onRuleFlow Subledger
Description
Page 316 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Rule
Priority
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Mapping Sets maintain the rule Accounting cials CM MUI INF/oracle/ap Ledger
that determines UI ps/financials/ Attribute,
the segment or subledgerAcc Subledger
entire account ounting/acco Mapping
value based on untingMethod Set,
certain Setup/mappi Subledger
transaction ngSets/ui/flo Mapping
attribute values. w/MappingSe Set Input
Mapping sets are tFlow. Source,
used in account xml#Mapping Subledger
rules. SetFlow Mapping
Set Value,
Subledger
Mapping
Set Value
Assignmen
t,
Subledger
Transactio
n Account
Type
Page 317 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Account maintain the rules Accounting cials CM MUI INF/oracle/ap Account
Rules that are used to UI ps/financials/ Rule,
determine the subledgerAcc Subledger
accounts for ounting/acco Account
subledger journal untingMethod Rule
entries. Setup/accoun Condition,
tRules/ui/flow Subledger
/accountRule Account
Flow. Rule Detail
xml#account
RuleFlow
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Supporting
Supporting maintain the Accounting cials CM MUI INF/oracle/ap Reference
References object that stores UI ps/financials/ Detail,
additional subledgerAcc Supporting
transaction ounting/acco Reference
information about untingMethod Header
a subledger Setup/suppor
journal entry tingReferenc
either at the es/ui/flow/Su
header or line pportingRefer
level. Supporting encesFlow.
references can xml#Supporti
also be used to ngReference
establish a sFlow
subledger
Page 318 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
balance for each
value of a
transaction
attribute and
account.
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Subledger maintain the rules Accounting cials CM MUI INF/oracle/ap Journal
Journal Entry that will generate UI ps/financials/ Entry Rule
Rule Sets a complete subledgerAcc Set,
subledger journal ounting/acco Subledger
entry. untingMethod Journal
Setup/journal Entry Rule
RuleSets/ui/fl Set
ow/JournalEn Account
tryRuleSetFlo Rule
w. Assignmen
xml#JournalE t,
ntryRuleSetFl Subledger
ow Journal
Entry Rule
Set Journal
Entry
Header
Assignmen
t,
Subledger
Journal
Page 319 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Entry Rule
Set Journal
Line Rule
Assignmen
t,
Subledger
Journal
Entry Rule
Set
Supporting
Reference
Assignmen
t
5 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain method Accounting cials CM MUI INF/oracle/ap Accounting
Methods used to record UI ps/financials/ Method,
the financial subledgerAcc Subledger
impact of ounting/acco Accounting
subledger untingMethod Method
transactions, Setup/accoun Journal
such as accrual tingMethods/ Entry Rule
basis, cash basis, ui/flow/Acctg Set
or combined MethodFlow. Assignmen
basis accounting. xml#AcctgMe t
thodFlow
Page 320 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
5 Activate Task Submit a process Subledger Finan N Y N N FS FSC /WEB-
Subledger to validate the Accounting cials CM MUI INF/Schedule
Journal Entry configuration and UI Request-
Rule Set activate the taskflow.
Assignments usage of the xml#Schedul
accounting eRequest-
method after taskflow
making any
updates on the
journal entry rule
set components
or their
assignments on
the Accounting
Method page.
4 Import Task Use the manual Subledger Finan N Y N N FS FSC /WEB-
Supporting journal entry Accounting cials CM MUI INF/oracle/ap
Reference spreadsheet to UI ps/financials/
Initial initialize the subledgerAcc
Balances supporting ounting/journ
reference als/enterJour
balances. nals/publicDi/
flow/FinXlaD
esktopJourna
lEntryDIFlow.
xml#FinXlaD
esktopJourna
Page 321 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
lEntryDIFlow
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Accounting
Subledger maintain options Accounting cials CM MUI INF/oracle/ap Event
Accounting at the subledger UI ps/financials/ Class
Options application level subledgerAcc Option,
to define how ounting/share Accounting
journal entries dSetup/accou Program
are generated for ntingOptions/ Run
transactions. ui/flow/Accou Configurati
ntingOptionFl on, Ledger
ow. Level
xml#Accounti Subledger
ngOptionFlo Configurati
w on
4 Manage Task Create and Subledger Finan N Y Y Y FS FSC /WEB- Subledger
Accounting maintain the list Accounting cials CM MUI INF/oracle/ap Accounting
Class of accounting UI ps/financials/ Class
Usages classes that are subledgerAcc Usage,
used to ounting/share Subledger
determine which dSetup/accou Post
journal entry lines ntingClassUs Accounting
to retrieve during ages/ui/flow/ Assignmen
a particular AcctgClassU t Definition,
Page 322 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
process. The sageFlow. Subledger
process can be a xml#AcctgCla Post
report or any ssUsageFlow Accounting
other post- Class
accounting Assignmen
program. t
4 Manage Task Review and Subledger Finan N Y Y Y FS FSC /WEB- Financials
Subledger maintain lookup Accounting cials CM MUI INF/oracle/ap Generic
Accounting values for Oracle UI ps/financials/ Lookup
Lookups Fusion Subledger commonMod
Accounting, such ules/appsLoo
as accounting kups/ui/flow/
class values and ManageGene
journal entry ricLookupTF.
types. xml#Manage
GenericLook
upTF
4 Manage Task Define profile Subledger Finan N Y Y Y FS FSC Application
Subledger option settings Accounting cials CM MUI Profile
Accounting and values to UI Value
Profile control Oracle
Options Fusion Subledger
Accounting
behavior such as
enabling
diagnostics which
will capture
Page 323 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
transaction data
used in journal
entry generation.
4 Manage Task Define validation Subledger Finan N Y Y Y FS FSC Application
Subledger and display Accounting cials CM MUI Descriptive
Accounting properties of UI Flexfield
Descriptive descriptive
Flexfields flexfields for
Oracle Fusion
Subledger
Accounting.
Descriptive
flexfields are
used to add
custom attributes
to manual
adjustment
entries.
1 Define Task Configure Purchasing Proc N Y
Extensions List specific urem
for extensions for ent
Procurement administrator-
defined changes
to Procurement.
Page 324 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Task Perform setup Application ATF N Y
Help List that affects help Toolkit
Configuration windows and how
you can add or
update the
content in help
windows.
3 Set Help Task Set options for Application ATF Y Y Y Y FS FSC /WEB- Help
Options help windows, Toolkit CM MUI INF/oracle/ap Configurati
including whether UI ps/atk/helpPo on, Help
help icons used rtal/ui/flow/At Topic
to open the kHelpPortalC
windows are onfigureHelp
shown or hidden PageFlow.
by default. xml#AtkHelp
PortalConfigu
reHelpPageFl
ow
3 Assign Task Make sure that Application ATF N Y N N FS FSC
Help Text users who need Toolkit CM MUI
Administratio to add and edit UI
n Duty help have roles
with the privilege
that gives them
access to do so.
Page 325 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Create or update Application ATF N Y Y Y FS FSC /WEB- Application
Help Security security groups Toolkit CM MUI INF/oracle/ap Data
Groups that you can use UI ps/atk/helpPo Security
to control access rtal/ui/flow/At Policy,
to specific help kDataSecurit Application
content. yTaskFlow. Standard
xml#AtkData Lookup
SecurityTask
Flow
3 Manage Task Manage Help Application ATF N Y Y Y FS FSC /WEB- Help Topic
Help Content Content Toolkit CM MUI INF/oracle/ap
UI ps/atk/helpPo
rtal/ui/flow/At
kHelpPortalM
CHFSMTask
Flow.
xml#AtkHelp
PortalMCHF
SMTaskFlow
2 Define Task Set up Oracle Application ATF N Y
Application List Fusion Toolkit
Toolkit Application
Configuration Toolkit features,
which are
common across
Oracle Fusion
applications.
Page 326 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Map Task Select reports to Application ATF N Y Y Y FS FSC /WEB- Reports
Reports to appear in the Toolkit CM MUI INF/oracle/ap and
Work Areas Reports and UI ps/atk/reporti Analytics
Analytics region ngPane/publi Mapping
in Oracle Fusion cUi/flow/Work
Applications work areaReportM
areas. appingTaskFl
ow.
xml#Workare
aReportMapp
ingTaskFlow
3 Set Task Specify the Application ATF N Y N N FS FSC /WEB-
Watchlist Watchlist Toolkit CM MUI INF/oracle/ap
Options categories and UI ps/atk/watchL
items available at ist/publicUi/fl
your site. ow/AtkWatchl
istAdminPers
onalizeTF.
xml#AtkWatc
hlistAdminPe
rsonalizeTF
3 Manage Task Specify profile Application ATF N Y Y Y FS FSC /WEB- Application
Application option settings Toolkit CM MUI INF/oracle/ap Profile
Toolkit and values to UI ps/fnd/applco Value
Administrator control the re/profiles/ui/f
Profile behavior of some low/ManageA
Values Oracle Fusion dminProfileV
Page 327 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Application aluesTF.
Toolkit features, xml#profileVa
such as Oracle lues_task-
Fusion flow-definition
Applications
Help, and
address mapping
options.
3 Manage Task Create and edit Oracle Com N Y N N FS FSC redwood/tool
Backends for the backends for Middleware mon CM MUI s/trap-admin
Visual Builder Visual Builder Extensions UI
Studio Studio for
extensions. Application
s
2 Maintain Task Review and Oracle Com N Y
Common List manage objects, Middleware mon
Reference for example Extensions
Objects currencies and for
reference data Application
sets, that are s
shared across
applications.
Perform setup
that applies to
applications as a
whole, for
example
Page 328 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
maintenance of
common
messages that
can be used in
any application.
3 Define Task Review and edit Oracle Com N Y
Application List a hierarchical Middleware mon
Taxonomy organization of Extensions
Oracle Fusion for
application Application
modules. s
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Taxonomy the hierarchy of Middleware mon CM MUI INF/oracle/ap Taxonomy
Hierarchy functional units Extensions UI ps/fnd/applco
that make up for re/taxonomy/
Oracle Fusion Application ui/taskflow/Vi
Applications, s ewDeliveryHi
from product erarchy.
families and xml#ViewDeli
applications to veryHierarch
functional y
components.
3 Define Task Specify how Oracle Com N Y
Reference List reference data in Middleware mon
Data Sharing the application Extensions
should be for
partitioned and Application
Page 329 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
shared. s
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Reference manage sets for Middleware mon CM MUI INF/oracle/ap Reference
Data Sets partitioning and Extensions UI ps/fnd/applco Data Set
sharing reference for re/setid/publi
data across Application cUi/flow/Man
organizations. s ageSetIdSets
TF.
xml#Manage
SetIdSetsTF
4 Manage Set Task Specify the Oracle Com N Y Y Y FS FSC /WEB- Application
Assignments reference data Middleware mon CM MUI INF/oracle/ap Reference
for Set set assignments Extensions UI ps/fnd/applco Data Set
Determinant for determinant for re/setid/publi Assignmen
Type type of Set. Application cUi/flow/Man t
s ageSetIdAssi
gnmentsTF.
xml#Manage
SetIdAssign
mentsTF
Page 330 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Manage Financials Finan Y Y N N FS FSC /WEB- Reference
Reference reference data Common cials CM MUI INF/oracle/ap Data Set
Data Set set data access Module UI ps/financials/ User Data
Data Access for user commonMod Access
for Users provisioned roles. ules/shared/d
ataSecurity/ui
/flow/Manage
DataAccessF
low.
xml#Manage
DataAccessF
low
3 Define Task Review and Oracle Com N Y
ISO List manage ISO Middleware mon
Reference standard data, for Extensions
Data example, for
languages and Application
territories, for use s
across
applications.
4 Manage Task Review and edit Oracle Com N Y Y Y FS FSC /WEB- Application
Currencies ISO standard Middleware mon CM MUI INF/oracle/ap Reference
currencies. Extensions UI ps/fnd/applco Currency
for re/nls/ui/flow/
Application ManageCurre
s nciesTF.
xml#Manage
Page 331 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
CurrenciesTF
4 Manage ISO Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Languages ISO standard Middleware mon CM MUI INF/oracle/ap Reference
languages. Extensions UI ps/fnd/applco ISO
for re/nls/ui/flow/ Language
Application ManageIsoLa
s nguagesTF.
xml#ManageI
soLanguages
TF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Territories ISO standard Middleware mon CM MUI INF/oracle/ap Reference
territories. Extensions UI ps/fnd/applco Territory
for re/nls/ui/flow/
Application ManageTerrit
s oriesTF.
xml#Manage
TerritoriesTF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Languages the installed Middleware mon CM MUI INF/oracle/ap Reference
languages. Extensions UI ps/fnd/applco Language
for re/nls/ui/flow/
Application ManageLang
Page 332 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
s uagesTF.
xml#Manage
LanguagesT
F
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Industries ISO standard Middleware mon CM MUI INF/oracle/ap Reference
industries. Extensions UI ps/fnd/applco Industry
for re/nls/ui/flow/
Application ManageIndus
s triesTF.
xml#ManageI
ndustriesTF
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Natural natural, spoken Middleware mon CM MUI INF/oracle/ap Reference
Languages languages. Extensions UI ps/fnd/applco Natural
for re/nls/ui/flow/ Language
Application ManageNatur
s alLanguages
TF.
xml#Manage
NaturalLangu
agesTF
Page 333 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Time Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Zones time zones. Middleware mon CM MUI INF/oracle/ap Reference
Extensions UI ps/fnd/applco Time Zone
for re/nls/ui/flow/
Application ManageTime
s zonesTF.
xml#Manage
TimezonesTF
3 Manage Task Review, create, Application HCM N Y Y Y HC HCM faces/FuseO Application
Data Security or update grants s Security MU UI verview Data
Policies of entitlement to I Security
a user or role on Policy
an object or
attribute group for
a given condition.
3 Set User Task Specify the Oracle Com N Y N N FS FSC /WEB- Application
General general Middleware mon CM MUI INF/oracle/ap General
Preferences preferences Extensions UI ps/fnd/applco Preference
settings for all for re/pref/ui/mai s
users, for Application nflow/AdminP
example s referencesFlo
language and w.
date format. xml#AdminPr
eferencesFlo
w
Page 334 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Select the Oracle Com N Y Y Y FS FSC /WEB- Application
Audit Policies business object Middleware mon CM MUI INF/oracle/ap Audit
attributes to audit Extensions UI ps/fnd/applco Policy
for Oracle Fusion for re/audit/com
Applications, and Application mon/ui/flow/C
set audit levels s ommonAudit
for other Oracle SetupTF.
products. xml#Commo
nAuditSetupT
F
3 Manage Task Review and Oracle Com N Y
Applications List manage common Middleware mon
Core objects, for Extensions
Common example profiles for
Reference and lookups, that Application
Objects affect the s
functionality and
look of Oracle
Middleware
Extensions for
Applications.
4 Manage Task Review and edit Oracle Com N Y Y N FS FSC /WEB- Application
Applications messages that Middleware mon CM MUI INF/oracle/ap Message
Core are used for Extensions UI ps/fnd/applco
Messages Oracle for re/messages/
Middleware Application ui/flow/Mana
Extensions for s geMessages
Page 335 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Applications. TF.
xml#Manage
MessagesTF
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage lookup Middleware mon CM MUI INF/oracle/ap Standard
Core values for Oracle Extensions UI ps/fnd/applco Lookup
Standard Middleware for re/lookups/pu
Lookups Extensions for Application blicUi/flow/M
Applications. s anageStanda
rdLookupsTF
.
xml#Manage
StandardLoo
kupsTF
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage profile Middleware mon CM MUI INF/oracle/ap Profile
Core Profile options that affect Extensions UI ps/fnd/applco Value
Options Oracle for re/profiles/ui/f
Middleware Application low/ManageP
Extensions for s rofilesTF.
Applications xml#profiles_
behavior, and task-flow-
specify the levels definition
at which they can
be set.
Page 336 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Specify profile Oracle Com N Y Y Y FS FSC /WEB- Application
Applications option settings Middleware mon CM MUI INF/oracle/ap Profile
Core and values to Extensions UI ps/fnd/applco Value
Administrator control Oracle for re/profiles/ui/f
Profile Middleware Application low/ManageA
Values Extensions for s dminProfileV
Applications aluesTF.
behavior. xml#profileVa
lues_task-
flow-definition
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage Middleware mon CM MUI INF/oracle/ap Profile
Core Profile categories to Extensions UI ps/fnd/applco Category
Categories group profile for re/profiles/ui/f
options that are Application low/ManageP
used in Oracle s rofileCategori
Middleware esTF.
Extensions for xml#profileCa
Applications, tegories_task
based on their -flow-
functional area. definition
Categories can
be used to
search for related
profiles and to
define data
security rules.
Page 337 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage value Middleware mon CM MUI INF/oracle/ap Flexfield
Core Value sets for Oracle Extensions UI ps/fnd/applco Value Set
Sets Middleware for re/flex/vst/ui/
Extensions for Application publicFlow/M
Applications. s anageValueS
etsTF.
xml#Manage
ValueSetsTF
4 Manage Task Review and edit Oracle Com N Y Y Y FS FSC /WEB- Application
Applications descriptive Middleware mon CM MUI INF/oracle/ap Descriptive
Core flexfields that are Extensions UI ps/fnd/applco Flexfield
Descriptive used for Oracle for re/flex/dff/ui/p
Flexfields Middleware Application ublicFlow/Ma
Extensions for s nageDescripti
Applications. veFlexfieldsT
F.
xml#Manage
DescriptiveFl
exfieldsTF
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage Middleware mon CM MUI INF/oracle/ap Attachment
Core attachment Extensions UI ps/fnd/applco Entity
Attachment entities for Oracle for re/attachment
Entities Middleware Application s/publicUi/flo
Extensions for s w/ManageAtt
Applications. achmentEntiti
Page 338 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
es.
xml#Manage
AttachmentE
ntities
4 Manage Task Review and Oracle Com N Y Y Y FS FSC /WEB- Application
Applications manage Middleware mon CM MUI INF/oracle/ap Attachment
Core attachment Extensions UI ps/fnd/applco Category
Attachment categories for for re/attachment
Categories Oracle Application s/publicUi/flo
Middleware s w/ManageAtt
Extensions for achmentCate
Applications. gories.
xml#Manage
AttachmentC
ategories
4 Manage Task Manage global Oracle Com N Y Y N FS FSC /WEB- Application
Applications search Middleware mon CM MUI INF/oracle/ap Global
Core Global configurations Extensions UI ps/fnd/applco Search
Search that determine for re/globalSear Configurati
Configuration how Global Application ch/uiPublic/Gl on
s Search looks on s obalSearchM
specific pages anageConfig
and which groups urationsTF.
appear by default xml#GlobalS
in the search box earchManage
auto-suggest Configuration
Page 339 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
s
4 Manage Task Register and edit Oracle Com N Y Y N FS FSC /WEB- Application
Applications suggestion Middleware mon CM MUI INF/oracle/ap Suggestion
Core Global groups to appear Extensions UI ps/fnd/applco Group
Search in the search box for re/globalSear
Suggestion auto-suggest Application ch/uiPublic/Gl
Groups s obalSearchM
anageGroups
TF.
xml#GlobalS
earchManage
Groups
3 Migrate Task Select the Oracle Com N Y N N FS FSC /WEB-
Enterprise enterprise roles Middleware mon CM MUI INF/oracle/ap
Roles and to migrate from Extensions UI ps/fnd/applco
Assignments Oracle Fusion for re/roleSynchr
to PaaS Applications to Application onization/Sel
Identity Store the PaaS identity s ectedRolesT
store. F.
xml#Selected
RolesTF
Page 340 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Enable secured Oracle Com Y Y N N FS FSC /WEB-
Configuration access by Middleware mon CM MUI INF/oracle/ap
Set Migration allowing users to Extensions UI ps/setup/com
Target register for monSetup/se
Security credentials for a Application tupHub/public
Policy target application s Ui/flow/Endp
while moving ointPolicyFlo
application w.
modifications, xml#Endpoint
such as added PolicyFlow
page content or
edited UI text.
3 Manage Task Synchronize Oracle Com N Y N N FS FSC /WEB-
User Identity PaaS user Middleware mon CM MUI INF/oracle/ap
Synchronizati identities, review Extensions UI ps/fnd/applco
on to PaaS the results, and for re/userSynch
Identity Store export the details Application ronization/Us
to Excel. s erSynchroniz
ationReportT
F.
xml#UserSyn
chronizationR
eportTF
Page 341 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
3 Manage Task Configure the Oracle Com N Y N N FS FSC /WEB-
Read-Only columns in the Middleware mon CM MUI INF/oracle/ap
Schema read-only Extensions UI ps/fnd/applco
Column schema that must for re/xdf/publicU
Masking for be masked for Application i/flow/FndCol
Users users. s umnsTF.
xml#FndColu
mnsTF
3 Configure Task Set up Oracle Oracle Com N Y Y N FS FSC /WEB- Application
Guided Custom Guided Middleware mon CM MUI INF/oracle/ap File Format
Learning Learning Service Extensions UI ps/fnd/applco Manageme
to create in-app for re/setup/ui/flo nt
guidance that's Application w/GuidedLea
personalized and s rningSettings
contextual, to TF.
help onboard and xml#GuidedL
train users. earningSettin
gsTF
3 Manage Task Search for the Oracle Com N Y Y N FS FSC redwood/core Search
Search predefined Middleware mon CM MUI /indexmanag Index
Indexes indexes.You can Extensions UI ement Metadata
select indexes for Configurati
and update them Application on
by adding or s
removing
attributes.
Page 342 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Define Task Trading CRM N Y
WebLogic List Community
Communicati Model
on Services
Configuration
3 Enable Task Enable Trading CRM Y Y Y Y FS FSC Application
Click to Dial automated dialing Community CM MUI Profile
by clicking a Model UI Value
phone number.
2 Define Task Set up jobs using Purchasing Proc N Y
Enterprise List the Enterprise urem
Scheduler Scheduler ent
Jobs for Service
Procurement configuration for
Procurement.
3 Manage Task Manage the Application ATF N Y Y Y FS FSC /WEB- Enterprise
Enterprise Enterprise Toolkit CM MUI INF/oracle/ap Scheduler
Scheduler Scheduler job UI ps/atk/essMe Job List of
Job definitions and ta/publicUi/flo Values
Definitions job sets used for w/AtkEssSrs Source
and Job Sets running ManagerFlow
for Financial, scheduled .
Supply Chain processes, as xml#AtkEssS
Management, well as the lists of rsManagerFl
and Related values used for ow
Applications job definitions.
Page 343 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Guided Task Manage guided Supply SCM N Y N N FS FSC redwood/jour
Journeys journeys for use Chain CM MUI ney-
on selected Manageme UI setup/templat
application nt Common es
pages. Component
Administrators s
can create and
edit guided
journeys to
embed tutorials,
company
policies, or best
practices at the
page or section
level of
application
pages.
1 Define Task Define and Cloud Proc N Y
Sustainability List maintain setup Sustainabili urem
Configuration components for ty ent
the Cloud
Sustainability.
2 Manage Task Manage Cloud Proc Y Y Y Y FS FSC redwood/Sust Sustainabil
Sustainability Sustainability Sustainabili urem CM MUI ainability/setu ity Ledger
Ledgers Ledgers ty ent UI ps/view-
ledgers
Page 344 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
2 Manage Task Manage lookup Cloud Proc N Y Y Y FS FSC /WEB- Application
Sustainability values for Cloud Sustainabili urem CM MUI INF/oracle/ap Standard
Lookups Sustainability, ty ent UI ps/fnd/applco Lookup
such as activity re/lookups/pu
status, source, blicUi/flow/M
entry type. anageStanda
rdLookupsTF
.
xml#Manage
StandardLoo
kupsTF
2 Manage Task Manage value Cloud Proc Y Y Y Y FS FSC /WEB- Application
Sustainability sets for Cloud Sustainabili urem CM MUI INF/oracle/ap Flexfield
Value Sets Sustainability. ty ent UI ps/fnd/applco Value Set
re/flex/vst/ui/
publicFlow/M
anageValueS
etsTF.
xml#Manage
ValueSetsTF
2 Manage Task Manage Cloud Proc Y Y Y Y FS FSC /WEB- Application
Sustainability descriptive Sustainabili urem CM MUI INF/oracle/ap Descriptive
Descriptive flexfields for ty ent UI ps/fnd/applco Flexfield
Flexfields Cloud re/flex/dff/ui/p
Sustainability ublicFlow/Ma
Activity and nageDescripti
Emission Factor veFlexfieldsT
Page 345 of 346
Functional Setup
Report Date:5/27/25 6:52 AM
Setup Task Lists and Tasks
Procurement
Export-Import
CSV Export-
Conditional
Application
Enterprise
Business
Required
Product
Module
Family
Import
Object
Level
Task List / ADF Task
Task Type Description Product Flow Scope
Map. F.
xml#Manage
DescriptiveFl
exfieldsTF
2 Manage Task Manage Activity Cloud Proc Y Y Y Y FS FSC redwood/Sust Sustainabil
Activity Types Sustainabili urem CM MUI ainability/setu ity Activity
Types ty ent UI ps/view- Type
activity-types
2 Manage Task Manage Cloud Proc Y Y Y Y FS FSC Application
Sustainability Sustainability Sustainabili urem CM MUI Profile
Profile Profile Options ty ent UI Value
Options
2 Manage Task Manage Global Cloud Proc N Y Y Y FS FSC redwood/Sust Sustainabil
Global Warming Sustainabili urem CM MUI ainability/setu ity Global
Warming Potentials ty ent UI ps/view-gwp Warming
Potentials Potential
Page 346 of 346
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