- Title and Copyright Information
- Get Help
- 1 Overview
- 2 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
- Reference Data
- Items and Supplier Site Reference Data Sharing
- FAQs for Reference Data
- Enterprise HCM Information
- 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
- 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?
- Overview
- Legal Jurisdictions and Authorities
- Legal Entities
- Legal Entities in HCM
- Legal Entity Tax Profiles
- Party Tax Profiles
- Considerations for Specifying First-Party Tax Profile Options
- FAQs for Legal Entity Tax Profiles
- 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
- 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
- Accounting Calendars
- Accounting Calendar Options
- How Accounting Calendars Are Validated
- FAQs for Accounting Calendars
- Primary and Secondary Ledgers
- Ledger Options
- Reporting Currencies
- Business Units
- Business Functions for Business Unit
- Service Provider Relationships
- Customer Contracts
- Supplier Contracts
- 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
- Workforce Structure Departments
- FAQs for Job Families
- Workforce Structures Jobs
- Facility Shifts, Workday Patterns, and Schedules
- Inventory Organizations
- Item Organizations
- 4 Home Page and Other Basic Setup
- Home Page
- Preferences
- 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
- 5 Currencies and Currency Rates
- Currencies
- Conversion Rate Types
- Daily 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
- Manage 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
- Search Extension Framework
- 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
- 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
- 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
- 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
- 10 Enterprise Scheduler Job Definitions and Job Sets
- Overview of Managing Job Definitions and Job Sets
- Manage List of Values Sources
- Manage Job Definitions
- Manage 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
- 12 Help and Troubleshooting
- 13 Messages
- 14 Profile Options
- 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
- Flexfield Deployment
- 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
- Descriptive Flexfields
- Overview of Descriptive Flexfields
- Considerations for Planning Descriptive Flexfields
- Considerations for Managing Descriptive Flexfields
- Manage Descriptive Flexfields
- 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
- 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
- 17 Document Sequences
- 18 Reference Data
- 19 Trees
- Overview of Trees
- Tree Structures
- Tree Labels
- Trees and Tree Versions
- 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
- Cross-Origin Resource Sharing
- View Details About Predefined Scheduled Processes
- Deep Links
- Web Services
- 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
- File-Based Data Import (FBDI)
- 22 Migration of Common Reference Objects