Contents

• Title and Copyright Information
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1 Overview

• About This Guide
• Overview of Common Implementation
• Purchase and Activation of Oracle Fusion Cloud Applications
• Diagnose and Synchronize Application Data
• Why can't I edit setup data?
• Why does the Date field display a different value than my preferred date?

2 Application Taxonomy

• Overview of Application Taxonomy
• Modules in Application Taxonomy
• Guidelines for Managing Modules in Application Taxonomy

3 Enterprise Structures

• Overview of Enterprise Structures
• Enterprise Structures Business Process Model
• Guidelines for Configuring Global Enterprises
• Model Your Enterprise Management Structure
• Essbase Character and Word Limitations
• Define Initial Configuration with the Enterprise Structures Configurator
  • How You Establish Enterprise Structures Using the Enterprise Structures Configurator
  • How You Roll Back an Enterprise Structure Configuration
  • Design an Enterprise Configuration
  • Divisions
  • Overview
  • How You Create Legal Entities in the Enterprise Structures Configurator
  • Model Legal Entities
  • Business Units
  • Considerations for Creating Business Units in the Enterprise Structures Configurator
  • How Business Units Work with Reference Data Sets
  • How You Create Reference Data Sets in the Enterprise Structures Configurator
  • Considerations for Using Jobs and Positions
  • Examples of Positions
  • Job and Position Structures
  • FAQs for Define Initial Configuration
    • What happens if I don't use the Enterprise Structures Configurator to set up my enterprise structures?
    • What's an ultimate holding company?
    • What's the default reference data set?
    • What happens if I override the set assignment?
• Reference Data
  • Items and Supplier Site Reference Data Sharing
  • FAQs for Reference Data
    • What reference data objects can be shared across business units?
    • What reference data objects can be shared across asset books?
    • What reference data objects can be shared across cost organizations?
    • What reference data objects can be shared across project units?
• Enterprise HCM Information
  • Define Enterprises
  • Enterprise Information for Non-HCM Users
• Geographies
  • Overview
    • Overview of Geographies, Geographic Entities, and Locations
    • How Geography Structure, Hierarchy, and Validation Fit Together
    • Geography Structures
    • Geography Hierarchy
    • How do I manage geography validation?
    • How do I manage Geography Structures, Hierarchies, and Validation?
    • Manage Geography Lookups
    • Setting Up Geography Validation
    • Manage Territory Geography Splits
    • How Territory Geographies are Grouped
  • What are the best practices for managing Geography mismatches?
  • Overview of Zone Types and Zones
  • Import Geographies and Zones
    • How do I import geographies?
    • List of Available Countries with Loqate Geography Reference Data
    • How do I replace the existing master geography data with revised Oracle-Licensed geography data?
    • Create Countries
    • How do I import Non-Oracle Licensed geography data?
    • Can you provide an example of importing geography data?
    • Import Your Country Structure Data
    • Example of Importing Country Structure Data
    • How You Import and Export Territory Geography Zones
  • Set Up Geocoding
    • Geocoding
    • Set Up Geocoding
    • Use Web Services to Populate Location Attributes for the Around Me Feature
  • How You Set up Address Cleansing
  • FAQs for Loqate Support
    • How to Import Nokia Geography Data
    • How many countries does Loqate support? How do I get support for any additional country?
    • Will I be charged for Loqate data?
    • I am an existing customer, how will I be impacted? Can I import both Loqate and Nokia geography data?
    • How frequent are updates to Oracle licensed geography reference data available?
    • How is geography data updated? Are updates available for all countries at the same time?
    • Can I import Vertex or other third-party geography data in Manage Geographies?
    • Can I import geography data for multiple countries in one import job?
  • FAQs for Define Geographies
    • How You Search Geographies in the Language You Prefer
    • When do I define address cleansing?
    • Why can't I update a geography structure by copying an existing country structure?
    • How many levels in a geography structure can I define?
    • Why can't I delete a level of the country geography structure?
    • How do I add a geography to the geography hierarchy?
    • Edit a Specific Geography in the Geography Hierarchy
    • Edit Alternative Names and Codes for an Existing Country
    • How can I add a geography that's at a lower level to any geography in a geography hierarchy?
    • How can I verify whether the third-party geography structure and hierarchy I imported are available in the application?
    • How can I enable geocoding?
    • Where can I view the geocode values of a location?
    • What are Spatial Services?
    • Where can I update and view the geography name reference information for parties?
    • How can I save an address that didn't pass geography validation?
    • Why is Import Geography Data Disabled in Manage Geographies?
• Legal Jurisdictions and Authorities
  • Overview of Legal Jurisdiction and Authorities
  • Jurisdictions
  • Legal Authorities
  • Create Legal Jurisdictions, Addresses and Authorities
  • Create Legal Entities, Registrations, and Reporting Units
• Legal Entities
  • Overview
  • Model Legal Entities
• Legal Entities in HCM
  • Examples of HCM Organization Models
  • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
  • FAQs for Legal Entities in HCM
    • What's a legal employer?
    • What's a payroll statutory unit?
• Legal Entity Tax Profiles
  • Party Tax Profiles
  • Considerations for Specifying First-Party Tax Profile Options
  • FAQs for Legal Entity Tax Profiles
    • When does a party tax profile get created for a legal entity?
• Legal Reporting Units
  • Plan Legal Reporting Units
• Chart of Accounts Structures and Structure Instances
  • Chart of Accounts
  • Thick Versus Thin General Ledger
  • Chart of Accounts Components
  • Create Chart of Accounts, Ledger, Legal Entities, and Business Units in Spreadsheets
  • How Charts of Accounts, Ledgers, Legal Entities, and Business Units Are Created Using Spreadsheets
  • Example of One Chart of Accounts Structure with Many Instances
  • Create a Chart of Accounts Structure and Instance
  • Overview of Balancing Segments
  • Considerations for Multiple Balancing Segments
  • Example of Using Multiple Balancing Segments
  • FAQs for Chart of Accounts Structures and Structure Instances
    • How can I use future accounting segments?
• Chart of Accounts Value Sets and Value Set Values
  • Value Sets for Charts of Accounts
  • Create a Value Set for Your Chart of Accounts
  • Configure Chart of Account Segments for Business Intelligence
  • FAQs for Chart of Accounts Value Sets and Value Set Values
    • What happens when I run the Inherit Segment Value Attributes process?
• Accounting Calendars
  • Accounting Calendar Options
  • How Accounting Calendars Are Validated
  • FAQs for Accounting Calendars
    • How can I identify errors in my accounting calendar?
    • What's the difference between calendar and fiscal period naming?
    • When do I update an existing calendar?
    • What happens if I upgrade my calendar from Oracle E-Business Suite Release 12?
• Primary and Secondary Ledgers
  • Overview of Accounting Configuration Offerings
  • Ledgers and Subledgers
  • Primary Ledgers, Secondary Ledgers, and Reporting Currencies
  • Ledgers, Legal Entities, Balancing Segments, and Business Units
  • Create a Primary Ledger
• Ledger Options
  • Specify Ledger Options
  • FAQs for Ledger Options
    • What happens if I change the cumulative translation adjustment account?
    • What happens if I change the retained earnings account?
  • Assign Legal Entities and Balancing Segments
• Reporting Currencies
  • How Balances for Reporting Currencies Are Calculated
• Business Units
  • Business Units
• Business Functions for Business Unit
  • Business Functions
• Service Provider Relationships
  • Shared Service Centers
  • Guidelines for Shared Service Centers
  • Service Provider Models
• Customer Contracts
  • Customer Contracts Business Unit Setup
  • Contract Terms Library Business Unit Setup
• Supplier Contracts
  • Set Up Business Unit for Supplier Contracts
  • Contract Terms Library Business Unit Setup
• Workforce Structure Locations
  • Locations
  • Workforce Structure Locations
    • Why can't I see my location in the search results?
    • How can I associate a location with an inventory organization?
    • What happens if I select an inventory organization when I am creating or editing a location?
    • What happens if I select a geographic hierarchy node when I create or edit a location?
    • What happens if I inactivate a location?
• Workforce Structure Division
  • Divisions
  • Example of Adding a New Division After Acquiring a Company
• Workforce Structure Departments
  • Cost Centers and Departments
  • Department Classifications
• FAQs for Job Families
  • What's the difference between a job set and a job family?
• Workforce Structures Jobs
  • Jobs
  • Examples of Jobs
• Facility Shifts, Workday Patterns, and Schedules
  • Schedule Components
  • Examples of Managing Shifts
  • Examples of Managing Workday Patterns
• Inventory Organizations
  • Inventory Organizations
  • Guidelines for Using Inventory Organization
  • Considerations for Inventory Organizations
  • How Rounding the Reorder Quantity Affects Min-Max Planning Reorder Calculations
  • Considerations for Selecting Lot Number Uniqueness Control
  • FAQs for Inventory Organizations
    • What happens if I select the supplier item sourcing type for replenishment?
    • What happens if I create an inventory organization as a logistics services organization?
• Item Organizations
  • Item Organizations
  • Item Master Organizations

4 Home Page and Other Basic Setup

• Home Page
  • Configure Infolet Display
  • Define Home Page Appearance
  • Create and Enable Announcements
  • FAQs for Home Page
    • Why don't I see infolets in the Analytics section of the home page?
    • How can I rename an icon for an infolet page in the page control on the home page?
• Preferences
  • Set General Preferences for All Users
  • Set Value Formats for Regional Preferences for All Users
• Global Header
  • Set a Banner Message in the Global Header
  • How do I define whether the user image, name, or initials display in the global header?
  • Set Privacy Statement URL
  • Disable or Enable Watchlist Categories and Items
  • Refresh Intervals for Watchlist Items
  • How can I change predefined Watchlist category and item names?
• How can I determine which languages appear in the Translation Editor?
• Set CSV as the Default Option for Exporting Table Data
• Set Up the Mapping Service for Contextual Addresses
• Configure Email Security
  • Set Up Sender Policy Framework (SPF)
  • Set Up DomainKeys Identified Mail (DKIM)
  • Set Up Domain-Based Message Authentication, Reporting, and Conformance (DMARC)

5 Currencies and Currency Rates

• Currencies
  • Considerations for Defining Currencies
  • Euro Currency Derivation
  • FAQs for Currencies
    • When do I create or enable currencies?
    • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
    • What's a statistical unit currency type?
• Conversion Rate Types
  • Guidelines for Creating Conversion Rate Types
  • Examples of Using Conversion Rate Types in a Journal
  • FAQs for Conversion Rate Types
    • What's the difference between spot, corporate, user, and fixed rate types?
• Daily Rates
  • Enter Daily Rates Using the Daily Rates Spreadsheet
  • Update Currency Rates

6 Languages and Other ISO Reference Data

• Language Packs on Your Application
• Considerations for Natural Languages
• Considerations for Defining Currencies
• Euro Currency Derivation
• FAQs for Languages and Other ISO Reference Data
  • When do I create or edit territories?
  • When do I create or edit industries?
  • When do I associate industries with territories?
  • When do I create or enable currencies?
  • What do I do if a currency code I am still using in my existing transactions is desupported?
  • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
  • What's a statistical unit currency type?
  • When do I create or edit ISO languages?
  • Can I add or edit time zones?

7 Search

• Search Extension Framework
  • Overview of Search
  • Enable Search Extension Framework
  • FAQs for Search Extension Framework
    • What do I do if the process for creating indexes keeps failing?
    • What do I do if I get errors about enabling the search extension framework?
    • What do I do if I get errors stating that the Oracle Search Cloud Service or OSCS isn't reachable?
• Manage Search Indexes
  • Overview of Search Indexes
  • Add Extensible Attributes to Search Indexes
  • Remove Extensible Attributes from Search Indexes
• Global Search
  • Overview of Global Search Setup
  • Global Search Configurations
    • Examples of Global Search Configurations Set as Enabled or Default
    • Create Global Search Configurations
    • Configure Attachment Search
    • Set Up Autosuggest for Global Search
    • Considerations for Disabling Saved and Recent Searches for Global Search
    • Set Up Filters for Global Search
    • Specify Pages for Global Search Configuration
  • Suggestion Groups
    • Suggestion Groups for Global Search
    • Change Heading Text and Icons for Suggestion Groups

8 Workflow Approvals and Notifications

• Configure Workflow Approvals and Notifications
• Roles That Give Workflow Administrators Access
• Search for Workflow Tasks to Configure
• Assignments and Routing
  • How Workflow Task Routing Is Mapped Out
  • Types of Participants
  • Disable Stages or Participants
  • Create Approval Groups
  • Configure Approval Rule Sets and Rules
  • List Builders
  • Define Rules to Automatically Approve or Reject Workflow Tasks
  • Create Rules in Advanced Mode
  • Prevent Assigning Approvals to Specific Users
  • When Tasks Are Automatically Released to Approval Groups
    • Change the Workflow Task Priority
  • Limit Whom to Reassign or Delegate Workflow Tasks To
  • Define People to Support Workflow Tasks
• Define the Due Date and Expiration Policies for Workflow Tasks
• Workflow Notifications
  • Disable or Enable Workflow Notifications
  • Define When to Send Workflow Notifications
  • Aggregate Tasks to Minimize the Number of Notifications to Send
  • Remove Prefix from Subject Lines and Titles in Workflow Notifications
  • Show Approve and Reject Options in Notifications
  • Synchronize Notifications in the Global Header and Home Page with Workflow Tasks
  • Email Notifications
    • Add Header Content to Workflow Email Notifications
    • Set Up the From Field in Workflow Email Notifications
      • Change the From and Reply-To Address
      • Add Sender Name to the From Field
    • Set Up Attachments in Workflow Email Notifications
    • Send Test Workflow Email Notifications to One Address
    • More Setup for Workflow Email Notifications
  • Configurable Notifications
    • Best Practices for Working on Workflow Notifications
    • Best Practices for Content and Layout in Workflow Notifications
    • Add a Branding Logo and Change Other Shared Components in Workflow Notifications
    • Use Quick Parts for Workflow Notifications
    • Set Up Content to Appear in Only Email or In-App Workflow Notifications
    • Preview Changes and Upload Layout Templates for Workflow Notifications
• Define Where and How Users Can Act On Workflow Tasks
• Change Workflow Task Titles
• Workflow Task Life Cycle
  • Define When to Automatically Dismiss or Withdraw Workflow Tasks
  • How Workflow Tasks Are Archived and Purged
• Set Up the Approvals Work Area
• Set Up the Worklist Region on My Dashboard
• Monitor and Troubleshoot
  • Audit the Changes Made to Task Configurations
  • Things to Check If There Are Issues with Workflow Tasks
  • Transaction Console
    • Manage Workflow Transactions
    • Statuses for Filtering Transactions
    • Automatically Refresh Transaction Statuses
    • Actions for Managing Transactions
    • Manage Included Sections in Logs
    • Control Display of Approval History
    • Archive and Purge Transactions
    • Make the Days Parameter Available for Archiving Transactions
  • Review Employee Vacation and Delegation Rules
  • How You Can Regularly Reassign Pending Approvals for Workers That Become Inactive

9 Attachments

• Attachments
• Attachment Entities
• How Attachment Entities and Attachment Categories Work Together
• Attachments Troubleshooting
• FAQs for Attachments
  • What's an attachment category?
  • How can I restrict file formats for attachments?

10 Enterprise Scheduler Job Definitions and Job Sets

• Overview of Managing Job Definitions and Job Sets
• Manage List of Values Sources
• Manage Job Definitions
  • Job Definitions
  • Create Job Definitions to Run Reports as Scheduled Processes
  • Duplicate Job Definitions
  • Edit Job Definitions
  • Define Parameters for Job Definitions
  • Define Dependent Parameters in Job Definitions
• Manage Job Sets
  • Job Sets
  • Create Job Sets
  • System Properties for Job Sets
• Assign Roles for Access to Manage Scheduled Processes
• Allow Updates to Scheduled Process Priority
• FAQs for Enterprise Scheduler Job Definitions and Job Sets
  • Why can't I see certain job definitions, and how do I find them?
  • Why can't I see all the parameters in a predefined job definition?
  • What do I select for job application name when I create a job definition?
  • Can I create a job set with jobs from multiple modules?
  • Can I use a table value set as the list of values for a parameter?
  • How can I restrict user access so that they can run only custom scheduled processes?
  • Why does an error about view definition not being found occur, for a custom job definition?

11 Audit Policies

• Audit Policies
• Audit Configuration for Business Object Attributes
• Overview of Audit Configuration
• Set Up Auditing for Oracle Fusion Applications
• Why is it taking so long to get search results when exporting audit summary of Fusion Application Business Objects?

12 Help and Troubleshooting

• Set Up Help
• Hide or Show Help Icons
• Give People Access to Create and Edit Help
• Create Groups to Limit Access to Added Help
• Guidelines for Setting Up General Troubleshooting

13 Messages

• Messages
• Message Types
• Message Groups
• Create and Edit Messages
• Use of Tokens in Messages
• Common Messages
• How can I make message components visible only to specific users?
• File Format for Importing Messages

14 Profile Options

• Overview of Profile Options
• Hierarchy in Profile Levels
• Set Profile Option Values
• File Format for Importing Profile Values
• Import Profile Values
• Import Flexfields, Lookups, or Profile Values Using Web Services
• Create and Edit Profile Options
• Profile Categories
• FAQs for Profile Options
  • How can I access predefined profile options?
  • How can I bulk update user preferences?

15 Flexfields

• Overview of Flexfields
• Overview of Flexfield Configuration
• Flexfield Components
• Flexfields at Runtime
• Modify Flexfields Using Page Composer
• How Flexfields Work with Oracle Application Cloud Architecture
• Flexfield Management
  • Considerations for Managing Flexfields
  • Flexfield Segment Properties
  • Naming Conventions for Flexfield APIs
  • How Flexfield Segments are Rendered on Pages
  • How Flexfields and Value Sets Work Together
  • Default Segment Values
  • Flexfield Usages
  • FAQs for Flexfield Management
    • How can I access predefined flexfields?
    • Why can't I edit my flexfield or value set configuration?
    • Why did my page not display any flexfield?
    • Why did my flexfield changes not appear in the UI?
• Flexfield Deployment
  • Overview of Flexfield Deployment
  • How Flexfield Deployment Status is Calculated
  • How Deploying a Flexfield-Enabled Sandbox Works with Mainline Metadata
  • Considerations for Deploying a Descriptive Flexfield to a Sandbox
• Value Sets
  • Overview of Value Sets
  • Validation Type Options for Value Sets
  • Considerations for Planning Value Sets
  • Create Value Sets
  • Considerations for Bind Variables in Table-Validated Value Sets
  • Create and Edit Table-Validated Value Sets Based on Lookups
  • Add Attributes to the Manage Value Sets Page
  • Import Value Set Values
  • Import Value Set Values Using Web Services
  • Import Related Value Sets
  • Import Related Value Sets Using Web Services
  • Requirements for Flat Files to Upload Value Set Values
  • Manage Values
  • Upload Value Set Values Process
  • Upload Comma-Separated Values File for Import Process
  • Translation of Flexfield and Value Set Configurations
  • File Format for Importing Data Security Instance Sets and Grants
  • FAQs for Value Sets
    • What happens if a value set is security enabled?
    • How can I set a default value for a flexfield segment?
• Descriptive Flexfields
  • Overview of Descriptive Flexfields
  • Considerations for Planning Descriptive Flexfields
  • Considerations for Managing Descriptive Flexfields
  • Manage Descriptive Flexfields
    • Edit Descriptive Flexfields
    • Validate Descriptive Flexfields
    • Deploy Descriptive Flexfields
    • Manage Global Segments
    • Manage Contexts
    • Manage Context-Sensitive Segments
  • Enable Auditing for Descriptive Flexfields
  • Enable Auditing for Descriptive Flexfields
  • Configure Descriptive Flexfield Segments for a Lookup Type
  • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
  • File Format for Importing Descriptive Flexfields
• Extensible Flexfields
  • Overview of Extensible Flexfields
  • Considerations for Planning Extensible Flexfields
  • Considerations for Managing Extensible Flexfields
  • Considerations for Enabling Extensible Flexfield Segments for Business Intelligence
  • Considerations for Managing Extensible Flexfield Categories
  • Example of Configuring an Item Extended Attributes Flexfield
  • File Format for Importing Extensible Flexfields
  • Import Extensible Flexfields
  • Import Flexfields, Lookups, or Profile Values Using Web Services
  • FAQs for Extensible Flexfields
    • Why did the extensible flexfield context not appear at run time?
• Key Flexfields
  • Overview of Key Flexfields
  • Considerations for Planning Key Flexfields
  • Considerations for Managing Key Flexfields
  • Key Flexfield Structures
  • Key Flexfield Structure Instances and Segment Instances
  • Cross-Validation Rules
  • Considerations for Cross-Validation Rules
  • Overview of Cross-Validation Rules in General Ledger
  • Considerations for Enabling Key Flexfield Segments for Business Intelligence
  • Example of a Key Flexfields

16 Lookups

• Overview of Lookups
• Example of a Standard Lookup
• Example of a Set-Enabled Lookup
• Import Lookups
• File Format for Importing Lookups
• FAQs for Lookups
  • How can I access predefined lookups?
  • How can I edit lookups?
  • Why can't I see my lookup types?
  • What's the difference between a lookup type and a value set?
  • What's a lookup tag used for?
  • How can I search for a specific lookup code?
• Import Flexfields, Lookups, or Profile Values Using Web Services

17 Document Sequences

• Document Sequences
• Document Sequence Categories
• Guidelines for Managing Document Sequences
• File Format for Importing Document Sequences

18 Reference Data

• Reference Data Sharing
• Reference Data Sets
• Reference Data Sets and Sharing Methods
• Assignment of Reference Data Sets to Reference Objects

19 Trees

• Overview of Trees
• Tree Structures
  • Tree Structures
  • Guidelines for Defining the Tree Structure
  • Guidelines for Managing Tree Structures
  • Tree Structure Audit Results
  • Guidelines for Specifying Data Sources for Tree Structures
  • Guidelines for Improving the Performance of a Tree Structure
• Tree Labels
  • Tree Labels
• Trees and Tree Versions
  • Guidelines for Managing Trees and Tree Versions
  • Copy, Audit, and Flatten Tree Versions Using a Scheduled Process
    • Copy Tree Versions
    • Audit and Activate Tree Versions
    • Flatten Tree Versions
  • Tree Version Audit Results
  • Why is it taking so long to duplicate my tree version?
• How Trees and Data Sources Work Together
• Tree Nodes
• File Format for Importing Data Loaders of Tree Hierarchies

20 External Integration

• Web Services
  • Overview of Web Services
  • Developer Connect
    • Overview of Developer Connect
    • Web Service Life Cycle
    • Message Patterns
    • Manage Web Service Sample Payloads
    • Import Value Set Values to Oracle Applications Cloud
  • Cross-Origin Resource Sharing
    • CORS
    • Configure CORS Headers
  • View Details About Predefined Scheduled Processes
• Deep Links

21 File-Based Data Import (FBDI) and File Import and Export

• File-Based Data Import (FBDI)
  • Overview of External Data Integration Services for Importing Data
  • File Import Templates
  • Use Excel Integration Templates to Generate Data Files
  • Transfer Data Files to UCM Using Manual Flow
  • Document Transfer Utility
  • Load Interface File for Import Process
  • Import Data into Application Tables
  • Correct Import Load Process Errors
• File Import and Export
  • Overview of Files for Import and Export
  • Guidelines for File Import and Export

22 Migration of Common Reference Objects

• Overview of Moving Common Reference Objects
• Business Objects for Moving Common Reference Objects
• Guidelines for Moving Related Common Reference Objects
• Guidelines for Moving Common Reference Objects Using the Seed Data Framework