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You only need to complete the steps for the applications that you are implementing with Oracle Projects.
Step Number | Step Description | Project Costing | Project Billing |
---|---|---|---|
Oracle Payables | |||
Step 1 | Define your Payables Options for expense reports. See: Payables Options | Required | Required |
Step 2 | Specify profile options for project-related invoice entry. See: Updating profile options for Integration with other Products | Required | Required |
Step 3 | Set up the Account Generator to generate the supplier invoice account. See: The Account Generator in Oracle Projects | Required | Required |
Step 4 | Define project-related distribution sets. See: Project Related Distribution Sets | Optional | Optional |
Oracle Purchasing | |||
Step 5 | Specify profile options for project-related document entry. See: Updating profile options for Integration with other Products | Required | Required |
Step 6 | Set up the Account Generator to generate project-related accounts in Oracle Purchasing. See: The Account Generator in Oracle Projects | Required | Required |
Oracle Receivables | |||
Step 7 | Specify system options for project invoice processing. See: Specifying system options | - | Required |
Step 8 | Define transaction types. Transaction Types for Invoice Processing | - | Optional |
Step 9 | Specify profile options for project invoices. See: Updating profile options for Integration with other Products | - | Required |
Step 10 | Define Automatic Accounting in Receivables. See: Automatic Accounting in Oracle Receivables | - | Required |
Step 11 | Define salesperson for sales credit. See: Salespersons and Credit Types | - | Optional |
Step 12 | Setting up tax for project invoices. See: Applying tax to project invoices | - | Required |
Oracle Inventory | |||
Step 13 | Define project-related transaction types in Oracle Inventory. See: Oracle Inventory User's Guide | Required | Required |
Oracle Project Manufacturing | |||
Step 14 | Install and implement Oracle Project Manufacturing. See: Oracle Project Manufacturing User's Guide | Required | Required |
Oracle Workflow | |||
Step 15 | Install and implement Oracle Workflow. See: Oracle Workflow Guide | Required | Required |
Step 16 | Implement Project Workflow. See: Implementing Project Workflow. | Required | Required |
Step 17 | Implement Budget Workflow. See: Implementing Budget Workflow. | Required | Required |
Step 18 | Implement project workflow extension. See: Project Workflow Extension. | Optional | Optional |
Step 19 | Implement budget workflow extension. See: Budget Workflow Extension. | Optional | Optional |
Oracle Personal Time and Expense | |||
Step 20 | Populate employee table for multi-organization support. See: Setting Up PTE for Multi-Organization Support | Required | Required |
Step 21 | Specify profile options for timesheet and expense report approval. See: Updating profile options for Integration with other Products and AutoApprove Profile Options (Oracle Personal Time and Expense System Administrator's Guide) | Optional | Optional |
Step 22 | Define summary-level validation client extensions. See: Summary-Level Validation Extensions (Oracle Personal Time and Expense System Administrator's Guide) | Optional | Optional |
Step 23 | Define routing client extensions. See: Routing Extensions (Oracle Personal Time and Expense System Administrator's Guide) | Optional | Optional |
Step 24 | Define approval client extensions. See: Approval Extensions (Oracle Personal Time and Expense System Administrator's Guide) | Optional | Optional |
Step 25 | Define time or expense entry client extensions. See: TIme or Expense Entry Extensions (Oracle Personal Time and Expense System Administrator's Guide) | Optional | Optional |
Oracle Activity Management Gateway | |||
Step 26 | Specify profile option for product licensing. See: Updating profile options for Integration with other Products | Required | Required |
Step 27 | Set up controls over imported data. See: Control Actions Window | Required | Required |
Step 28 | Set up source products. See: Source Products Window | Required | Required |
Oracle Project Analysis Collection Pack | |||
Step 29 | Specify profile option for product licensing. See: Updating profile options for Integration with other Products | Required | Required |
Step 30 | Specify profile option for collection level. See: Updating profile options for Integration with other Products | Optional | Optional |
Step 31 | Revise standard metadata. See: Oracle Project Analysis Collection Pack Implementation Guide | Optional | Optional |
Table 1 - 79. (Page 4 of 4) |
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