Welcome to Release 12.1 of the Oracle iSetup User's Guide.
This guide assumes you have a working knowledge of the following:
The principles and customary practices of your business area.
Computer desktop application usage and terminology.
If you have never used Oracle E-Business Suite, we suggest you attend one or more of the Oracle E-Business Suite training classes available through Oracle University.
See Related Information Sources for more Oracle E-Business Suite product information.
To reach Oracle Support Services, use a telecommunications relay service (TRS) to call Oracle Support at 1.800.223.1711. An Oracle Support Services engineer will handle technical issues and provide customer support according to the Oracle service request process. Information about TRS is available at http://www.fcc.gov/cgb/consumerfacts/trs.html, and a list of phone numbers is available at http://www.fcc.gov/cgb/dro/trsphonebk.html.
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Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace.
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This chapter gives you an overview of Oracle iSetup. It also gives you a brief introduction to Oracle iSetup's footprint and usage scenarios.
This chapter helps you to configure iSetup. It covers the prerequisites for using iSetup and suggestions to tune iSetup for optimal performance.
This chapter talks about information available on the Home page of Oracle iSetup.
This chapter helps you to maintain instance mappings. Mapped instances act as the source instance or target instances during migration.
This chapter helps to create and maintain Selection Sets, Extracts, Transforms and Loads.
This chapter describes how to create, view, and download Standard and Comparison reports.
This chapter explains the Interface Repository feature and its usage. All Oracle iSetup users can access Interface Repository for searching existing interfaces and users with the iSetup Super User role can register interfaces as well.
Oracle iSetup provides you with a set of selection set templates. This chapter describes the information on selection set templates.
This chapter lists profile options and categories used in Oracle iSetup.
This book is included on the Oracle E-Business Suite Documentation Library, which is supplied in the Release 12.1 Media Pack. You can download soft-copy documentation as PDF files from the Oracle Technology Network at http://www.oracle.com/technology/documentation/. The Oracle E-Business Suite Release 12.1 Documentation Library contains the latest information, including any documents that have changed significantly between releases. If substantial changes to this book are necessary, a revised version will be made available on the "virtual" documentation library on My Oracle Support (formerly OracleMetaLink).
If this guide refers you to other Oracle E-Business Suite documentation, use only the latest Release 12.1 versions of those guides.
Online Documentation
All Oracle E-Business Suite documentation is available online (HTML or PDF).
Online Help - Online help patches (HTML) are available on My Oracle Support.
PDF Documentation - See the Oracle E-Business Suite Documentation Library for current PDF documentation for your product with each release. The Oracle E-Business Suite Documentation Library is also available on My Oracle Support and is updated frequently.
Release Notes - For information about changes in this release, including new features, known issues, and other details, see the release notes for the relevant product, available on My Oracle Support.
Oracle Electronic Technical Reference Manual - The Oracle Electronic Technical Reference Manual (eTRM) contains database diagrams and a detailed description of database tables, forms, reports, and programs for each Oracle E-Business Suite product. This information helps you convert data from your existing applications and integrate Oracle E-Business Suite data with non-Oracle applications, and write custom reports for Oracle E-Business Suite products. The Oracle eTRM is available on My Oracle Support.
Related Guides
You should have the following related books on hand. Depending on the requirements of your particular installation, you may also need additional manuals or guides.
Oracle E-Business Suite User's Guide
This guide explains how to navigate, enter data, query, and run reports using the user interface (UI) of Oracle E-Business Suite. This guide also includes information on setting user profiles, as well as running and reviewing concurrent requests.
Oracle Cash Management User Guide
This guide describes how to use Oracle Cash Management to clear your receipts, as well as reconcile bank statements with your outstanding balances and transactions. This manual also explains how to effectively manage and control your cash cycle. It provides comprehensive bank reconciliation and flexible cash forecasting.
Oracle Assets User Guide
This guide provides you with information on how to implement and use Oracle Assets. Use this guide to understand the implementation steps required for application use, including defining depreciation books, depreciation method, and asset categories. It also contains information on setting up assets in the system, maintaining assets, retiring and reinstating assets, depreciation, group depreciation, accounting and tax accounting, budgeting, online inquiries, impairment processing, and Oracle Assets reporting. The guide explains using Oracle Assets with Multiple Reporting Currencies (MRC). This guide also includes a comprehensive list of profile options that you can set to customize application behavior.
Oracle General Ledger User's Guide
This guide provides information on how to use Oracle General Ledger. Use this guide to learn how to create and maintain ledgers, ledger currencies, budgets, and journal entries. This guide also includes information about running financial reports.
Oracle Payables User's Guide
This guide describes how to use Oracle Payables to create invoices and make payments. In addition, it describes how to enter and manage suppliers, import invoices using the Payables open interface, manage purchase order and receipt matching, apply holds to invoices, and validate invoices. It contains information on managing expense reporting, procurement cards, and credit cards. This guide also explains the accounting for Payables transactions.
Oracle Receivables User Guide
This guide provides you with information on how to use Oracle Receivables. Use this guide to learn how to create and maintain transactions and bills receivable, enter and apply receipts, enter customer information, and manage revenue. This guide also includes information about accounting in Receivables. Use the Standard Navigation Paths appendix to find out how to access each Receivables window.
Oracle Purchasing User's Guide
This guide describes how to create and approve purchasing documents, including requisitions, different types of purchase orders, quotations, RFQs, and receipts. This guide also describes how to manage your supply base through agreements, sourcing rules, and approved supplier lists. In addition, this guide explains how you can automatically create purchasing documents based on business rules through integration with Oracle Workflow technology, which automates many of the key procurement processes.
Oracle Inventory User’s Guide
This guide describes how to define items and item information, perform receiving and inventory transactions, maintain cost control, plan items, perform cycle counting and physical inventories, and set up Oracle Inventory.
Oracle Order Management User’s Guide
This guide describes how to enter sales orders and returns, copy existing sales orders, schedule orders, release orders, create price lists and discounts for orders, run processes, and create reports.
Oracle Engineering User’s Guide
This guide enables your engineers to utilize the features of Oracle Engineering to quickly introduce and manage new designs into production. Specifically, this guide details how to quickly and accurately define the resources, materials and processes necessary to implement changes in product design.
Oracle Bills of Material User’s Guide
This guide describes how to create various bills of materials to maximize efficiency, improve quality and lower cost for the most sophisticated manufacturing environments. By detailing integrated product structures and processes, flexible product and process definition, and configuration management, this guide enables you to manage product details within and across multiple manufacturing sites.
Oracle Advanced Pricing User’s Guide
This guide describes how to set up and use Oracle Advanced Pricing features such as price lists, modifiers, qualifiers, formulas, multi-currency lists, agreements, archive and purge tools, reports, and concurrent programs.
Oracle Advanced Supply Chain Planning Implementation and User’s Guide
This guide describes various types of plans and the setup tasks for Oracle Advanced Supply Chain Planning and Oracle Inventory Optimization. How to set up the supply chain, stimulate plan changes, optimize and constrain plans, as well as how to plan in various manufacturing environments are also addressed in this guide.
Oracle Work in Progress User’s Guide
This guide describes how Oracle Work in Process provides a complete production management system. Specifically this guide describes how discrete, repetitive, assemble–to–order, project, flow, and mixed manufacturing environments are supported.
Oracle Enterprise Asset Management User’s Guide
This guide discusses how to manage and maintain work orders and maintenance workbench, as well as provides Oracle enterprise Asset Management (eAM) preventive maintenance solution. The eAM’s integration with other Oracle products including Oracle Property Management, Cost Management, Project Manufacturing, and Quality are also addressed in this guide.
Oracle Shipping Execution User’s Guide
This guide provides information on setting up and using Oracle Shipping.
Oracle Quality User’s Guide
This guide describes how Oracle Quality can be used to meet your quality data collection and analysis needs. This guide also explains how Oracle Quality interfaces with other Oracle Manufacturing applications to provide a closed loop quality control system.
Oracle HRMS Documentation Sets
These sets of guides explains how to define your employees, so you can give them operating unit and job assignments. It also explains how to set up an organization (operating unit). Even if you do not install Oracle HRMS, you can set up employees and organizations using Oracle HRMS windows. Specifically, the following manual will help you set up employees and operating units:
Using Oracle HRMS – The Fundamentals. This user guide explains how to set up and use enterprise modeling, organization management, and cost analysis.
The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E-Business Suite of applications. It provides a complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets users easily discover and deploy the appropriate business service interface for integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your instance is patched, the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment.
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle E-Business Suite data unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an Oracle E-Business Suite form can update many tables at once. But when you modify Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite automatically checks that your changes are valid. Oracle E-Business Suite also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.