Setup | Set up offerings

Title and music.

Start on the Home page.

You must have the Functional Setups User role to set up an offering, and the appropriate application administrator role to enter and modify setup data. Before you start, you must first configure the offering as shown in the Configure Offerings tutorial.

Click My Enterprise.

Click Offering Setup.

You can only set up offerings that are already enabled. Enabled offerings are shown in alphabetical order. By default, the last offering you selected is displayed.

Click the Set Up drop-down list and select Financials.

Based on how you’ve configured the offering, all enabled functional areas are displayed in a list. The display order reflects the sequence you should set up the functional areas. In other words, the functional areas higher up in the list are usually prerequisites for setting up the functional areas lower in the list. Like Functional Areas, the order the Setup Tasks are listed indicates the sequence in which you should complete them. Tasks at the top of the list are typically prerequisites for tasks that are lower on the list. The list shows only the tasks that are needed to set up the features you opted in to when you configured the offering.

Highlight the Functional Areas list.

Highlight the Setup Tasks list.

Click the Enterprise Profile functional area.

If you change your offering configuration you might need to perform additional set up tasks. To perform a task, just click the task name.

In the Setup Task list, click Establish Enterprise Structures.

Use this page to enter the relevant setup data for the selected task. After you’re finished, click Save and Close to save the modifications and return to the previous page.

Highlight Save and Close.

Click Cancel.

After you return to the Set Up page, the focus remains on the last selected task. Click the next task in the list, and continue until you complete all the tasks for this functional area.

Then move to the next functional area and perform all the tasks beginning with the first task in the list.After you finish setting up the offering, you’re ready to export the setup and migrate it to your production environment. For more information, be sure to watch the Export offering setup tutorial.

Highlight the functional areas in the list in order.

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