4Managing Setup Using Offering Functional Areas

This chapter contains the following:

Managing Setup Using Offering Functional Areas: Explained

After you enable an offering and configure the opt-in selection of its functional areas and features, you can set up the offering by using its functional areas as a guide. This adopt-as-you-go approach to functional setup gives you the flexibility to set up different functional areas of the offering at different times.

For example, you can begin with setup of the functional areas you require immediately to start transactions. You can then set up other functional areas as you adopt additional offering functionality over time. This setup process is ideal for an enterprise looking for a simpler implementation approach that follows setup best practices.

Functional Areas

When using this method, you start by selecting one of the offerings you enabled. Based on your opt-in configuration, all its enabled functional areas, which include core and optional functional areas, are automatically displayed in a list to guide you through the setup tasks. The display order reflects the sequence in which the functional areas should be set up because setup data of the functional areas listed higher up in the list are usually prerequisite for those shown lower in the list. Any functional area for which setup is mandatory is marked with an asterisk.

Functional areas that are applicable to more than one of your enabled offerings are marked as shared to allow you to evaluate whether they were previously set up during the implementation of another offering. Even if a shared functional area was set up previously, you may still need to evaluate if it requires additional setup data for the offering you are presently implementing.

For some functional areas, Quick Setup may be available to implement its basic functionality quickly. A Quick Setup icon next to a functional area indicates if Quick Setup is available. You can use this task instead of the setup task list to set up those functional areas.

Setup Tasks

For each functional area, a sequenced list of tasks representing the setup best practices according to your opt-in configuration of the features is shown to guide you through optimal implementation requirements. Use the tasks to enter the setup data they represent. Like functional areas, the display order of the tasks always reflects the sequence in which they should be performed to address setup data dependencies.

Required Tasks

Only the required setup tasks are shown by default to minimize your setup effort and to make the offering ready for transactions sooner. However, you can also review the rest of the tasks in the list, which are typically optional or have predefined default values based on common use cases, and decide whether your implementation must change their default setup data.

Tasks with Scope

If any setup data is segmented by a specific attribute or scope, you may need to perform the task iteratively. If so, you must select a qualifying scope value prior to performing the task. You can pick a scope value that was previously selected, select a new scope value, or create a new scope value and then select it. The selected value is a qualifying attribute of the setup data and therefore, different setup data can be entered for the different scope values.

Note: You cannot perform a task if you do not have the proper security privileges.

Managing Setup Using Offering Functional Area: Procedure

Setting Up Offerings: Video

Watch video

Watch: This video tutorial shows you how to create business data to set up the specific offering components you need for your enterprise. The content of this video is also covered in text topics.

Setting Up Offerings with Scope: Video

Watch video

Watch: This video tutorial shows you how to create business data for a specific version of a business object with scope. The content of this video is also covered in text topics.

Step-by-Step Process

Use the Setup and Maintenance work area to directly implement an entire offering or the functional areas within an offering. You need the Functional Setups User role (ORA_ASM_FUNCTIONAL_SETUPS_USER_ABSTRACT) to set up an offering, and a role with task-specific privileges to enter and modify setup data. Refer to the Oracle Applications Cloud Security Reference for Common Features guide for more information about task-specific privileges.

Set Up an Offering

To set up an offering using its functional areas, follow these steps.

  1. Click Navigator > Setup and Maintenance work area.

  2. In the Setup page, select the offering you want to implement.

  3. Review the list of functional areas. If a functional area is not listed, then it is not enabled. To enable the functional area, follow the steps in Configuring Offerings: Procedure.

  4. If you are setting up this offering for the first time, select the functional areas one at a time in the order they are listed. If you are making changes to existing setup data, select the applicable functional area.

  5. If Quick Setup is available for the functional area, then you can use Quick Setup to enter data instead of using the related setup tasks. Click the icon and proceed.

  6. Enter setup data for a functional area by selecting its tasks in the order they are listed. Select a task to open the page where you enter setup data for that task. To modify existing setup data, just select the relevant task directly.

    Note: If the functional area requires any mandatory setup, then only the tasks for entering the required setup data are shown by default. If all setup data is optional for the functional area, then all tasks are shown by default. To see the full list of required and optional tasks for the functional area, select All Tasks from the Show list.
  7. If the task requires a scope, select a scope value before you proceed. If you previously selected a scope value, then that value is listed in the Scope column. Ensure it's the correct value and if needed, select a different value. You can create a new value, select and add an existing value, or select one from the list of previously selected values. Click Apply and Go to Task when you finished your selection. Unless you change it, the selected scope value is used for all tasks that use the same scope.

  8. Enter setup data. When you finish, close the page, which returns you to the setup task list.

  9. Continue to select other tasks from the list as needed and enter setup data for them.

Accessing Tasks to Update Existing Setup Data: Procedure

Use the Setup and Maintenance work area to update the existing setup data within an offering.

Updating Setup Data

To update the existing setup data, follow these steps.

  1. Click Navigator > Setup and Maintenance.

  2. In the Setup and Maintenance work area, select an offering.

  3. Select the functional area, and from the list of tasks, select the setup task that you want to update. If you don't find the task in the default list of required tasks, select All Tasks from the Show list to display all tasks.

    Tip: If Quick Setup is available for the functional area, click the icon and proceed to update data instead of using the related setup tasks.
  4. Do one of the following:

    • For tasks that require a scope, if you previously selected a scope value, the existing value appears in the Scope column. You may retain the same value or update a new scope value. If no value was set, ensure that you set a correct scope value and click Apply and Go to Task. The selected scope value is used for all tasks that use the same scope.

    • If the task doesn't require a scope, click the task and proceed.

  5. Update the setup data on the corresponding task page.

  6. Save the changes and close the page to return to the task list.

FAQ's for Managing Setup Using Offering Functional Areas

Why can't I find the offering I want to set up in page header menu?

You cannot set up an offering that you have not enabled yet. First, follow the steps for configuring offerings and enable the offering you want to set up. If you do not have permission to configure offerings, then contact the person in your organization who configures the offerings and ask them to enable it. Once the offering is configured and enabled, return to the Setup page. You can find the offering in the page title menu and start its setup.

Why can't I find a functional area I want to set up for my offering in the list of the functional areas shown on the Setup page?

For a functional area to appear on the list, it must have been enabled as part of the feature opt-in configuration. If you have permission to configure offerings, then you can select Change Feature Opt In to open the offering Opt In page and enable the functional area. If you do not have permission to configure offerings, then contact the person in your organization who configures the offerings and ask them to enable the functional area. Once the functional area is enabled, return to the Setup page. The functional area is now listed in the Setup page.

How can I find a task when I do not know which functional area it is related to?

Enter the full or partial name of the task in the Search Tasks field then click the Search icon. The search results are shown in a window. All tasks that meet the search criteria, along with their related functional areas, are shown. Select the appropriate task name from the search results to go to the task in the Task table.