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Oracle Lease and Finance Management Implementation Guide
Release 12.1
Part Number E13577-05
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Implementation Overview

This chapter covers the following topics:

Implementation Steps Checklists

The main topics of this section are:

Implementation Steps in Oracle Applications

The checklists in this section describe setup steps for Oracle Applications generally, mostly in specific applications outside of Oracle Lease and Finance Management, so that you can use the many fully integrated features of Oracle Lease and Finance Management.

This section includes the following topics and tables:

System Administration Steps

Enterprise Resource Planning (ERP) Steps

Customer Relationship Management (CRM) Steps

System Administration Steps

The tables in this section list steps relating to system administration and setting up general ledgers and sets of books.

The following table includes steps relating to system administration.

Oracle System Administration 
Task Required or Optional
Perform System Administration Tasks Required
Define Responsibilities Optional
Define Employees Required
Define Users Required
Define Lookups Optional
Define Profile Options Optional
Set Up Document Sequencing Optional
Set Up Concurrent Managers Optional

The following table includes the step relating to setting up legal entities using the Legal Entity Configurator.

Task Required or Optional
Set up Legal Entities
See: Defining Legal Entities Using the Legal Entity Configurator, Oracle Financials Implementation Guide
Required

The following table includes the step relating to setting up legal entity as one of the accounting derivation source in Subledger Accounting.

Task Required or Optional
Set up Accounting Derivation Sources
See: Oracle Subledger Accounting Implementation Guide
Required

The following table includes steps relating to setting up XML Publisher.

Task Required or Optional
Set Up XML Publisher Required
Set Up XML Delivery Manager Required

Enterprise Resource Planning (ERP) Steps

The tables in this section list steps relating to ERP implementation.

The following table includes steps relating to Oracle Assets.

  

Oracle Assets 
Task Optional or Required
Define Assets Required
Define General Asset Information Required
Define System Controls Required
Define Location Flexfield Required
Define Asset Depreciation Required
Define Calendars Required.
Define Fiscal Years Required.
Define Depreciation Methods Required.
Define Prorate and Retirement Conventions Required.
Define Book Controls Required.
Define Book Controls Required.
Define Asset Category Flexfield Required.
Define Asset Categories Required.
Set Up Assets for Like-Kind Exchange Optional.
Define Asset Book for Multi-GAAP Reporting Required for Multi-GAAP reporting.

The following table includes steps relating to Oracle General Ledger.

Oracle General Ledger 
Task Required or Optional
Set Up General Ledger Required

The following table includes steps relating to Oracle Inventory.

Oracle Inventory 
Task Optional or Required
Define Inventory Required.
Define Item Flexfield Required.
Define Item Categories Flexfield Required.
Define Item Catalog Groups Required.
Define Inventory Organizations Required.
Change Organizations Required.
Define Unit of Measure Classes Required.
Define Subinventories Required.
Define Categories Required.
Define Category Set Required.
Define Default Category Set Required.
Define Statuses Required: Create status Lease and clear all its associated attributes.
Define Item Type for Insurance Products Required: Associate to profile option OKL: Insurance Item Type.
Define Items Required: Set up Lease items, and more. Associate asset categories with items.
Define Remarketing Items with Web Attributes Required for web access: Update item attributes to enable.

The following table includes steps relating to Oracle Order Management.

Oracle Order Management 
Task Optional or Required
Set Up Order Management
Several phases, including General Ledger, Receivables, Inventory.
Required: For Remarketing, iStore, Lease Management processing, and asset management updates.
Set Up Transaction Types Required to sell inventory items through iStore.

The following table includes steps relating to Oracle Receivables.

Oracle Receivables 
Task Optional or Required
Set Up Oracle Receivables Required.
Define Line Transaction Flexfield Structure Required.
Define Payment Terms Required.
Open Accounting Periods Required.
Define AutoAccounting Required.
Define Transaction Types Required.
Define Transaction Type Invoice Required.
Define Transaction Type Credit Memo Required.
Set Up Grouping Rules for Invoices Required.
Specify Grouping Rules Required.
Attach Grouping Rules to Batch Source Required.
Define Transaction Sources Required.
Define Remittance Banks Required.
Define Receipt Classes Required.
Define Payment Methods Required.
Define Aging Buckets Required for loss provision functionality.
Define Receivables Lookups Required.
Define the Pricing Engine as a Customer in Oracle Receivables Required. Also see Table 3–17, "Oracle XML Gateway"

The following table includes steps relating to Oracle Payables.

Oracle Payables 
Task Optional or Required
Set Up Payables Required.
Define Payment Terms Required.
Define Payables Lookups Required.

The following table includes steps relating to Oracle Purchasing.

Oracle Purchasing 
Task Optional or Required
Define Purchasing Lookups Required.
Define Suppliers Required.
Define Insurance Providers Required.
Set Up Document Sequencing of Payables Invoices Required.
Create Document Sequence Required.
Define Category Required.
Assign Category and Sequence Required.

The following table includes steps relating to Oracle Installed Base.

Oracle Installed Base 
Task Optional or Required
Perform standard set up of counters and groups. Required for usage-based billing. See Consolidated Billing. Also see Oracle Service Contracts documentation.

Customer Relationship Management (CRM) Steps

The tables in this section list steps relating to CRM implementation.

The following table includes steps relating to Oracle Contracts.

Oracle Contracts 
Task Optional or Required
Set Up Contracts Required.
Add Articles Required: Lease Management supports standard articles, only.
Add Additional Quality Assurance Checks Optional: You may add processes to the OKL LA QA CHECK LIST, but not create new Quality Assurance Checklists.
Set Up New User-Defined Parties For Lease Contracts and Agreements Required if you are using your own user-defined party roles.

The following table includes steps relating to Oracle Service Contracts.

Oracle Service Contracts 
Task Optional or Required
Set Up Service Contracts Counters Required for usage-based billing. See Consolidated Billing. Also see Oracle Installed Base documentation.

The following table includes steps relating to Oracle iStore, Order Capture, and Marketing Online.

Oracle iStore, Order Capture, and Marketing Online 
Task Optional or Required
Set Up iStore Required for standard remarketing.
Set Up Speciality Stores Required for standard remarketing of assets.
Set Up Order Capture Required for the standard remarketing process.
Set Up Marketing Online Optional: Allows targeting customers for remarketing specific types of assets, and more.

The following table includes steps relating to Oracle CRM Foundation.

Oracle CRM Foundation 
Task Optional or Required
Set Up and Configure Interaction History Required. You may optionally define additional codes modifications.
Set Up Notes Optional, but must be at least enabled to use notes in the Lease Center (customer service).
Set Up Territories Required
Set Up Resources Required
(Employees are resources. Organize them into groups, define roles, etc.)
Define Sales Representatives Optional
Define Remarketers Required
Define Assignment Group Required

The following table includes steps relating to Oracle Telephony and Work Queue.

Oracle Telephony and Work Queue 
Task Optional or Required
Set Up Telephony Optional.
Set Up Work Queues Optional.

Implementation Steps Primarily in Oracle Lease and Finance Management

The following checklist tables describe Oracle Lease and Finance Management implementation steps, most of which are performed on the Oracle Lease and Finance Management user interface pages.

The following table includes steps relating to Oracle XML Gateway.

Oracle XML Gateway 
Task Optional or Required
Set up Pricing Engine Integration for Stream Generation Required.
Define the Pricing Engine as a Customer in Oracle Receivables Required. Also see Set Up Oracle Receivables
Define Profile Options Required. For XML & Streams.
Define Trading Partner and Transaction Types Required.
Create a Trading Partner Required.
Set up Outbound Transaction Types Required.
Set up Inbound Transaction Types Required.
Schedule Pricing Time Out Concurrent Program Required.
Schedule Purge Pricing Program  

The following table includes steps relating to Oracle Workflow.

  

Oracle Workflow 
Task Optional or Required
Define Workflow Optional.
Modify Order Management Workflow to Enable Remarketing Required.