1Overview

This chapter contains the following:

Overview of Functional Setup Manager

Oracle Functional Setup Manager provides an integrated, end-to-end process for functional administrators to manage the implementation and maintenance of Oracle Applications Cloud.

Functional Setup Manager offers the following:

  • Standardized application configuration and setup experience

  • Feature opt-in for a best fit configuration

  • Guided task list for end-to-end setup requirements

  • Export and import services for setup data migration between environments

  • Comprehensive reporting on setup data

Who Uses the Functional Setup Manager

Business users who are responsible for configuring feature opt-in and managing setup data are the primary users of Functional Setup Manager.

Security Access

The Application Implementation Consultant job role has full access to perform all Functional Setup Manager-related activities. Other user must include the Functional Setups User role in addition to other roles or privileges needed to perform specific setup activities.

For more detailed information about security requirements for Functional Setup Manager, refer to the Oracle Applications Cloud Security Reference for Common Features guide on the Oracle Help Center (docs.oracle.com).

Offerings, functional areas, features, and setup tasks work together in your implementation.

Offerings

An offering represents a collection of business processes that are supported by Oracle Applications Cloud. Each subscription of Oracle Cloud provides license to use one or more offerings and they're the starting point of all implementations. An offering consists of multiple functional areas and features.

Functional Areas

A functional area represents one or more business sub-processes and activities within its parent offering. It may represent a core operation of the offering or may represent an optional activity which may or may not be applicable to your business. When you start to implement an offering by enabling it, core functional areas are enabled automatically. You have a choice to opt in to and enable an optional functional area or to opt out of it. A functional area may be divided into smaller functional areas creating a hierarchy to help you to decide what to opt in to one step at a time. Some of the functional areas may be applicable to more than one offering. Once you set up a shared functional area, you don't have to set it up again when implementing another parent offering. However, Oracle recommends that during successive implementation of the other parents you verify if there are any offering-specific tasks that may still require your attention.

Features

Features are optional business practices or methods applicable to the functional areas. Like functional areas, you can decide to opt in to or opt out of features depending on the requirements of your business processes. Features can be one of three different types:

  • Yes or No: These features allow you either to opt in to or to opt out of them and are represented by a single check box. You select them to opt in to or deselect them to opt out.

  • Single Choice: These features offer multiple choices but allow you to select only one option. Select the option applicable to your business processes.

  • Multi-Choice: These features offer multiple choices but allow you to select more than one of the choices. Each choice is presented with a check box. Select all that apply to your business processes by checking the appropriate choices.

Setup Tasks

Setup tasks represent the work necessary to set up an offering and the business processes and activities that the offering represents to make them ready for transaction processing. Perform these tasks to enter setup data when you implement an offering.

Tasks representing setup requirements of the offerings and the functional areas are grouped into task lists and are organized in a hierarchy. For example, all setup tasks of an offering are grouped into a task list which includes subtask lists that represent setup of functional areas within the offering. This helps you gain visibility into setup data that are related to each other, helping you to manage setup.

Functional Setup Manager Work Areas

Use the My Enterprise and Setup and Maintenance work areas to manage feature opt-in and setup of your subscribed offerings.

My Enterprise Work Area Group

The following work areas are part of the My Enterprise work area group:

  • Offerings

  • New Features

  • Feature Updates

  • Enterprise

Offerings

Use this work area to view all offerings available for implementation. To start with, review the description of the offerings and the related documents. Then, determine what to opt in to and what to exclude. And when you're ready to implement, opt in to the offerings based on your enterprise requirements. You can start using Oracle Applications Cloud only after the relevant offerings and their related features are opted in to.

New Features

Use this work area to learn what's available in the latest version of Oracle Applications Cloud and decide whether to opt in to any of the new features or not.

Feature Updates

Use this work area to review the features whose behavior is planned to change in the future.

Enterprise

Use this work area to manage environment-level settings applicable to your enterprise.

Setup and Maintenance Work Area

Use the Setup and Maintenance work area to directly implement an entire offering or the functional areas within an offering. Using this work area, you can also update setup data for existing offerings, and add or remove tasks to modify an implementation project.

Implementation Process

A functional implementation of Oracle Applications Cloud typically includes the following steps.

  • Plan

  • Configure

  • Setup

  • Deploy

  • Maintain

Plan

Identify the offerings you want to implement. Evaluate what functional areas and features to opt in to and prepare accordingly for their setup requirements.

For more detailed information, refer to the Application Implementation Planning chapter in the Using Functional Setup Manager guide.

Configure

Opt in to the offerings, functional areas, and features that best fit your business requirements by enabling them.

For more detailed information, refer to the Offering Configuration chapter in the Using Functional Setup Manager guide.

Setup

Use setup tasks to enter setup data necessary for your enabled offerings and functional areas. Typically, you set up and verify your transaction processes in a test environment before starting to transact in a production environment.

For more detailed information, refer to the following chapters in the Using Functional Setup Manager guide:

  • Manage Setup Using Functional Areas

  • Manage Setup Using Implementation Projects

  • Manage Setup Using CSV File Packages

Deploy

Move your verified setup data from the test environment to a production environment and deploy to all users to start transaction processing.

For more detailed information, refer to the Setup Data Export and Import chapter in the Using Functional Setup Manager guide.

Maintain

Update setup data or opt in to configuration of the functional areas and features as necessary when your business requirements change over time.