Cloud EDM Administrator Steps

Cloud EDM Administrator Prerequisites

You must have a chart of accounts value set set up in Oracle Financials Cloud General Ledger. If your value set has a hierarchy, the tree structures must also be set up.

You must have the Application - Create role to register the application. After you register an application you are automatically assigned the Owner permission for the application and the default view. You must also have permission to upload files to the Universal Content Management (UCM) module in your Oracle Financials Cloud service (for example, the Financial Application Administrator job role).

Cloud EDM Administrator Process

1. Registering an Oracle Financials Cloud General Ledger application in Oracle Fusion Cloud Enterprise Data Management. See Registering Oracle Financials Cloud General Ledger Applications.
2. Importing Oracle Financials Cloud General Ledger chart of accounts value sets into Cloud EDM. See Importing Oracle Financials Cloud General Ledger Dimensions.