Contents
1 Overview
- Overview of Functional Setup Manager
- Who Uses the Functional Setup Manager
- How Functional Setup Manager Components Work Together
- Functional Setup Manager Work Areas
- Implementation Process
2 Application Implementation Planning
3 Offering Configuration
- Overview of Configuring Offerings
- Configure Offerings
- Opt In To New Features After Update
- Review Feature Updates
- Review Opt-In History
- FAQs for Offering Configuration
- Why can't I enable a feature?
- Why is the opt-in setting of an enabled functional area or feature read-only?
- Why is a functional area or feature enabled when its parent isn't yet enabled?
- Why is the Setup icon not displayed for a functional area or feature?
- Why is the Setup icon disabled for a functional area or feature?
- Why does the icon in the Requires Setup column show read-only?
- Why doesn't a feature allow opt-in when it's not enabled? How do I enable it?
- Why do some values in the Changes In column show an exclamation mark?
4 Manage Setup Using Functional Areas
- How You Use Functional Areas to Manage Setup
- Set Up an Offering
- Set Up an Offering with Scope
- How do I update existing setup data?
- FAQs for Manage Setup Using Functional Areas
5 Manage Setup Using Implementation Projects
- How You Use Implementation Projects to Manage Setup
- Manage Setup Using Implementation Projects
- Assign Setup Tasks
- How You Use Assigned Tasks to Enter Setup Data
- Enter Setup Data Using Assigned Tasks
- How You Monitor Progress of Implementation Projects
- Monitor Progress of an Implementation Project
- FAQs for Manage Setup Using Implementation Projects
- Why doesn't my implementation project show the tasks for a functional area or feature I recently enabled?
- Why do my implementation projects include some common tasks regardless of which offering I use to create it?
- Does a common task duplicate setup data if I use it in multiple implementation projects?
- How can I see what types of setup data I enter using an implementation project?
- Why didn't the task show as completed when I returned to my assigned task list after entering data?
- Why did a common task I already performed and set to completed not show as completed in every instance of the task across multiple implementation projects?
- What happens if I change the task list of an implementation project after I start entering data?
- How can I view implementation-specific reports?
6 Manage Setup Using CSV File Packages
- Export and Import of CSV File Packages
- Export and Import CSV File Packages
- Import Offering Setup Data from a CSV File
- Compare Task Setup Data
- Automate Export and Import of CSV File Packages
7 Setup Data Export and Import
- Overview of Setup Data Export and Import
- Key Information About Setup Data Export and Import Processes
- Review of Setup Data
- Best Practices for Migrating Setup Data from Test to Production
- Setup Data Export and Import Using an Offering or a Functional Area
- Export Setup Data Using Offering or Functional Area
- Export a Subset of an Offering or Functional Area Setup Data
- Import Setup Data Using Offering or Functional Area
- Compare Offering Setup Data During Import
- Compare Setup Data Using Offering or Functional Area
- Setup Data Export and Import Using Implementation Project
- Export Setup Data Using Implementation Project
- Import Setup Data Using Implementation Project
- Compare Setup Data Using Implementation Project
- Setup Data Comparison Results
- Setup Data Reports
- Generate Setup Data Reports
- Review of Export and Import Process Results
- Additional Access Required for Exporting and Importing Setup Data
- Additional Settings for Setup Data Export and Import Processes
- Guidelines for Troubleshooting Errors from Setup Data Export and Import Processes
- FAQs for Setup Data Export and Import
- How can I view and print any errors generated while importing or exporting offering setup data?
- Why is an import process stuck with User Action Required status?
- How can I exclude a business object from exporting?
- Why does the configuration package show preselected scope values for some business objects?
- How can I cancel an export or import process that I submitted?
- Why can't I modify a configuration package I recently created?
- Why aren't all ready to use setup data exported?
8 Setup Security
- Security Requirements
- Mapping of Setup Activities and Required Roles
- Why do I have access to more setup tasks than my granted access?