Considerations for Setting Up Federal Financials

Setting up Oracle U.S. Federal Financials involves completing some prerequisite tasks along with the core application tasks.

Here's a list of tasks that you must complete for setting up Federal Financials:

Setup	Task
Prerequisite Setup
Create Additional Users	Setup and Maintenance > Financials > Users and Security > Manage Users
Define Federal-Specific Segment Labels	Setup and Maintenance > Financials > Financial Reporting Structures > Manage Chart of Accounts Structures
Define Accounting Segments	Setup and Maintenance > Financials > Financial Reporting Structures > Manage Chart of Accounts Structures
Create Accounting Calendar	Setup and Maintenance > Financials > Financial Reporting Structures > Manage Accounting Calendars
Define Invoice Options	Setup and Maintenance > Financials > Payables > Manage Invoice Options
Core Federal Financials Setup
Define Federal Lookups	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Lookups
Define Federal Options	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Setup Options
Define Federal Groups	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Groups
Define Federal Ledger Options	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Ledger Options
Define Federal Account Symbols	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Account Symbols
Define Treasury Account Symbols	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Treasury Accounting Symbols
Define Fund Attributes	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Fund Attributes
Define Agency Location Codes	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Agency Location Codes
Define Federal Profile Options	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Profile Options
Define Payment Type Mapping	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Payment Type Mapping
Define Budget Transaction Types	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Budget Transaction Types
Define Federal Attributes	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Attributes
Define Federal Account Attributes	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Account Attributes
Define Federal Attribute Supplemental Rules	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Federal Attribute Supplemental Rules
Define DATA Act Balances	Setup and Maintenance > Financials > U.S. Federal Financials > Manage DATA Act Balances
Subledger Accounting Setup
Define Mapping Set: Federal Financials	Setup and Maintenance > Accounting Hub > Accounting Transformation > Manage Mapping Sets
Define Mapping Set: Purchasing	Setup and Maintenance > Procurement > Procurement Transaction Account Rules > Manage Mapping Sets
Prompt Payment Setup
Define Transaction Calendar	Setup and Maintenance > Financials > Financial Reporting Structures > Manage Transaction Calendars
Define Prompt Payment Lookup	Setup and Maintenance > Financials > General Ledger > Manage General Ledger Lookup Values
Define Interest Rates	Setup and Maintenance > Financials > Payables > Manage Interest Rates
Define Payment Terms	Setup and Maintenance > Financials > Payables > Manage Payment Terms
Payment Processing Setup
Define Pay Group Lookups	Setup and Maintenance > Financials > Payables > Manage Payables Lookups
Define Payment Type Mappings	Setup and Maintenance > Financials > U.S. Federal Financials > Manage Payment Type Mapping
Define Internal Bank Branches	Setup and Maintenance > Financials > Cash Management and Banking > Manage Bank Branches
Define Internal Bank Accounts	Setup and Maintenance > Financials > Cash Management and Banking > Manage Bank Accounts
Define Payment Process Request Template	Payables > Payments > Manage Payment Process Request Templates
Define Supplier Bank Account	Procurement > Suppliers > Manage Suppliers
Fund Balance with Treasury (FBWT) Setup
Define Account Definitions	Setup and Maintenance > Financials > U.S. Federal Financials > Manage CTA FBWT Account Definitions
System for Award Management Setup
Configure SAM Supplier Profile Change Request Approval Rules	Setup and Maintenance > Procurement > Approval Management > Manage Internal Supplier Profile Change Approvals