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Attention: If you use the Oracle Applications Multiple Organization Support feature to use multiple sets of books for one Receivables installation, please refer to the Multiple Organizations in Oracle Applications manual before proceeding.

After you log on to Receivables, complete the following steps in the order shown to set up Receivables:

   Step 1: Define Your Set of Books (Required)

   Step 2: Decide How to Use the Account Generator (Required)

   Step 3: Define Your System Item Flexfield Structure (Required)

   Step 4: Define Your Organizations (Required)

   Step 5: Define Your Territory Flexfield (Optional)

   Step 6: Define Your Sales Tax Location Flexfield Structure (Required with Defaults)

   Step 7: Define Flexible Address Formats (Optional)

   Step 8: Maintain Countries and Territories (Optional)

   Step 9: Define Your Transaction Flexfield Structure (Optional)

   Step 10: Define Your AutoCash Rule Sets (Optional)

   Step 11: Define Your QuickCodes (Optional)

   Step 12: Define Your AutoInvoice Line Ordering Rules (Optional)

   Step 13: Define Your AutoInvoice Grouping Rules (Optional)

   Step 14: Define Your System Options (Required)

   Step 15: Define Your Payment Terms (Required with Defaults)

   Step 16: Define Your Accounting Rules (Optional)

   Step 17: Open Your Accounting Periods (Required)

   Step 18: Define Your AutoAccounting (Required)

   Step 19: Set Up Cash Basis Accounting (Optional)

   Step 20: Define Your Transaction Types (Required with Defaults)

   Step 21: Define Your Transaction Sources (Required)

   Step 22: Define Your Collectors (Required with Defaults)

   Step 23: Define Your Adjustment Approval Limits (Required)

   Step 24: Define Your Remittance Banks (Required)

   Step 25: Define Your Distribution Sets (Optional)

   Step 26: Define Your Receivables Activities (Required)

   Step 27: Define Your Receipt Classes (Required)

   Step 28: Define Your Payment Methods (Required)

   Step 29: Define Your Receipt Sources (Required)

   Step 30: Define Your Aging Buckets (Required with Defaults)

   Step 31: Define Your Statement Cycles (Optional)

   Step 32: Define Your Statement Messages (Optional)

   Step 33: Define Your Dunning Letters (Optional)

   Step 34: Define Your Dunning Letter Sets (Optional)

   Step 35: Define Your Territories (Optional)

   Step 36: Define Your Salespeople (Required with Defaults)

   Step 37: Define Your Profile Options (Required)

   Step 38: Define Your Tax Codes and Rates (Required)

   Step 39: Define Your Customer Profile Classes (Required with Defaults)

   Step 40: Define Your Customers (Required)

   Step 41: Define Your Remit-To Addresses (Required)

   Step 42: Define Your Customer Relationships (Optional)

   Step 43: Define Your Customer Banks (Optional)

   Step 44: Define Your Lockboxes (Optional)

   Step 45: Define Your Transmission Format (Optional)

   Step 46: Define Your Receipt Programs (Optional)

   Step 47: Define Your Unit of Measure Classes (Optional)

   Step 48: Define Your Units of Measure (Required with Defaults)

   Step 49: Define Your Standard Memo Lines (Optional)

   Step 50: Define Your Item Tax Rate Exceptions (Optional)

   Step 51: Define Your Tax Exemptions (Optional)

   Step 52: Define Your Document Sequences (Optional)

These operations are described in more detail in the next section, Setup Steps.