Signing In the First Time and Confirming the Base Currency

When your Test or Development environment is first provisioned, a Base Configuration Package is installed. This package contains the essential attribute forms, a single-instance shell, and a multi-instance shell, which creates a basic framework that you can use to build your own customized configurations. At the time of company creation, the first time that you sign in to a Test or Development environment, an alert regarding the Base Configuration Package appears only if it was not successfully imported. If the package was successfully imported, the Select Base Currency dialog box appears.

If additional packages were installed in your Test or Development environment and the import failed due to issues such as duplicate shell names, an error message is displayed. If other issues occur, such as a design was imported for which the version labeling matches the existing design, a warning message is displayed. Provided that the Base Configuration Package installed successfully, you can view any additional messages by going to the Company Workspace and switching to Admin mode, selecting Configuration Package Management in the left Navigator, and then selecting Configuration Packages.

The Base Currency is the default currency used by the company. Although it might be set by Oracle when the system is first provisioned, the Base Currency must be selected the first time that the Company Administrator signs in. No other users are allowed to sign in until the Company Administrator sets the Base Currency. Because the type of currency plays a large role in nearly all financial functions, the Base Currency cannot be changed after data has been entered into the system.

To sign in the first time:

  1. Sign in to the system as the Company Administrator.
  2. If a Re-import Base Configuration Package alert appears for a Test or Development environment, select the applicable option:
    • To initiate the import process again, click OK. When the process completes successfully, you can set the Base Currency and continue the configuration process.
    • To prevent the import process from running again, click Cancel. If you click Cancel, the login page is displayed. Until the import process is completed, you cannot sign in, set the Base Currency, and continue the configuration process.
  3. When the Cookies in Unifier notification appears, click Got It to continue.
  4. In the Select Base Currency dialog box, select a currency from the list, and click Save.

    Note: If you click Cancel or X (close), no changes are saved and the login page is displayed.

  5. In the Confirmation message, click Yes to accept your selected Base Currency or click No to select a different Base Currency.

    After you set the Base Currency, the system updates the Event Audit Log with all relevant information, such as the date on which the Base Currency was confirmed and the name of the Company Administrator who confirmed it.


Last Published Tuesday, October 8, 2024