Implementation Overview

This chapter covers the following topics:

• Implementation Steps Checklists
• Implementation Steps in Oracle Applications
• Implementation Steps Primarily in Oracle Lease and Finance Management

Implementation Steps Checklists

The main topics of this section are:

• Implementation Steps in Oracle Applications

• Implementation Steps Primarily in Oracle Lease and Finance Management

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

• Oracle System Administration

• Oracle Legal Entity Configurator

• Oracle Subledger Accounting

• Oracle XML Publisher

Enterprise Resource Planning (ERP) Steps

• Oracle Assets

• Oracle General Ledger

• Oracle Inventory

• Oracle Order Management

• Oracle Receivables

• Oracle Payables

• Oracle Purchasing

• Oracle Installed Base

Customer Relationship Management (CRM) Steps

• Oracle Contracts

• Oracle Service Contracts

• Oracle iStore, Order Capture, and Marketing Online

• Oracle CRM Foundation

• Oracle Telephony and Work Queue

System Administration Steps

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

• Oracle System Administration

• Oracle Legal Entity Configurator

• Oracle Subledger Accounting

• Oracle XML Publisher

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.

• Oracle Assets

• Oracle General Ledger

• Oracle Inventory

• Oracle Order Management

• Oracle Receivables

• Oracle Payables

• Oracle Purchasing

• Oracle Installed Base

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.

• Oracle Contracts

• Oracle Service Contracts

• Oracle iStore, Order Capture, and Marketing Online

• Oracle CRM Foundation

• Oracle Telephony and Work Queue

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.

• Set Up Steps In Oracle Lease and Finance Management

• Oracle XML Gateway

• Oracle Workflow

  Set Up Steps In Oracle Lease and Finance Management 

  Task	Optional or Required
  Define Streams and Pricing	Optional.
  Set up Additional Streams Types For Fees, Expenses, Subsidies, and Subsidy Accruals	Optional.
  Associate Financial Products to Lease Price Modeling Software Templates	Optional.
  Set up Pricing Parameters	Optional.
  Set Up Parameter Conversions For Third-Party Lease Price Modeling Software	Optional.
  Set Up Book Type Mapping For Third-Party Lease Price Modeling Software	Optional.
  Set Up Item Residual Values for Creating Quotes Automatic: 2 steps Manual: 4 steps	Required. For all pricing methods.
  Set Up Lease Rate Sets for Creating Quotes Several steps.	Optional.
  Define Formula	Optional.
  Define Formula Functions	Optional.
  Define Non-Standard Function Parameters	Optional.
  Define Contexts	Optional.
  Define Formula Operands	Optional.
  Define Formula	Optional.
  Define Formula and Formula String	Optional.
  Define Formula Operand Label	Optional.
  Accounting Options	Required.
  Account Codes Derivation	Required.
  Define Account Generator Sources	Optional.
  Define Account Generator Rules	Optional.
  Define Financial Products	Optional.
  Define Template Quality Name and Value	Optional.
  Define Qualities Name and Values	Optional.
  Define Options and Option Values	Optional.
  Define a Product Template	Required.
  Define a Product	Required.
  Define Invoice Group Parameters	Required.
  Create an Invoice Group	Required.
  Create an Invoice Type	Required.
  Create an Invoice Line Type	Required.
  Specify a Default Invoice Line Type	Required.
  Set up Interest Rates	Required.
  Define Late Charges Parameters	Required.
  Create Late Policies	Required.
  Create Late Interest Policy	Required.
  Create Late Charge Policy	Required.
  Define Cash Search and Cash Application Rules	Required.
  Define Invoice Search Rule	Required.
  Edit Search Rules	Optional.
  Define Cash Application Rules	Required.
  Set up or Edit Search Rules (Receipt Mismatch Rules)	Required.
  Set up or Edit Underpayment Rules	Required.
  Set up or Edit Overpayment Rules	Required.
  Set up or Edit Tolerance Rules	Required.
  Set up or Edit Termination Quote Tolerance Rules	Required.
  Define Customer Service Setups	Required.
  Associate XML Layout Templates to Lease Management Report Templates	Optional.
  Define Service Fees	Optional.
  Define Remarketing Functionality	Required.
  Create Remarketer Assignments	Required.
  Define Repair Costs	Required.
  Define Lease Income Accrual Rules	Required.
  Define Loss Provision Rules	Required.
  Set up Loss Provision Rates	Required.
  Define Off-Lease Asset Amortization Rules	Required.
  Define Off-Lease Asset Hold Periods	Required.
  Create Asset Category/Asset Book Combinations	Optional.
  Define Insurance	Required.
  Set up Insurance Item Type Profile Option	Required.
  Define Insurance Class Lookups	Required.
  Define Insurer Ranking	Required.
  Define Insurance Products	Required.
  Define Insurance Asset Classes	Required.
  Define Insurance Rates	Required.
  Define Insurance Exclusions	Optional.
  Define Parameters for Automatic Placement Business Rules	Required.

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.