- Title and Copyright Information
- Get Help
- 1 Overview
- 2 Maintain Common Reference Objects
- Set General Preferences for All Users
- Set Value Formats for Regional Preferences for All Users
- Set a Banner Message in the Global Header
- Set CSV as the Default Option for Exporting Table Data
- FAQs for Maintain Common Reference Objects
- Define Application Taxonomy
- Define ISO Reference Data
- Language Packs on Your Application
- Considerations for Natural Languages
- FAQs for Define 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?
- Search Extension Framework
- Overview of Search
- Enable Search Extension Framework
- FAQs for Search Extension Framework
- Define Global Search
- Overview of Global Search Setup
- Manage 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
- Manage Suggestion Groups
- 3 Audit Policies
- 4 Define Currencies and Currency Rates
- Manage Currencies
- Manage Conversion Rate Types
- 5 Define 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
- How You Create Legal Entities in the Enterprise Structures Configurator
- 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
- Examples of Positions
- Examples of Jobs
- Job and Position Structures
- FAQs for Define Initial Configuration
- Define Reference Data Sharing
- Define Enterprise: Manage Enterprise HCM Information
- Define Enterprise: Manage Locations
- Locations
- FAQs for Manage Locations
- Why can't I see my location in the search results?
- What happens if I select a geographic hierarchy node when I create or edit a location?
- What happens if I select an inventory organization when I am creating or editing a location?
- What happens if I inactivate a location?
- How can I associate a location with an inventory organization?
- Geographies
- Overview of Geographies
- 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?
- Setting Up Geography Validation
- Best Practices for Geography Validation
- How do I manage Geography Structures, Hierarchies, and Validation?
- Considerations While Working With Master Geographies
- Manage Geography Lookups
- 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 GBG| 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?
- Can I get support for a country that is not part of the list of supported countries in Manage Geographies
- FAQs for Geographies
- How You Search Geographies in the Language You Prefer
- Why is Import Geography Data Disabled in Manage Geographies?
- 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
- What happens if I add or update the details of a 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?
- Overview of Geographies
- Define Legal Jurisdictions and Authorities
- Define Legal Entities: Manage Legal Entity
- Define Legal Entities: Manage Legal Entity HCM Information
- How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
- FAQs for Manage Legal Entity HCM Information
- Define Legal Entities: Manage Legal Entity Tax Profile
- Party Tax Profiles
- Considerations for Specifying First-Party Tax Profile Options
- FAQs for Manage Legal Entity Tax Profile
- Define Legal Entities: Define Legal Reporting Units
- Define Business Units: Manage Business Units
- Define Business Units: Assign Business Unit Business Function
- Define Business Units: Manage Service Provider Relationships
- Define Business Units: Specify Contract Management Business Function Properties
- 6 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
- Overview of Financials Configurable Workflow 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
- Approval and Notification History
- Manage Workflow Rules Using a Spreadsheet
- Create Workflow Rules Using a Spreadsheet
- Manage Workflow Rules Using a Spreadsheet
- Rule Blocks
- Migrate Workflow Rules to Simplified Workflow Rules Configuration Templates
- Modify Workflow Rules Using a Spreadsheet
- Simplified Rules Configuration
- Data Set Configuration for Approval Groups
- Additional Settings
- Advanced Configuration in Attribute Categories
- FAQs for Manage Workflow Rules Using a Spreadsheet
- What version of MS Excel is supported for rule creation?
- How can I generate the rule file??
- How can I make my existing BPM rules available in the rule template?
- Why can't I see the rules that I created using the rule template in BPM?
- What happens to my existing rules when I successfully upload a rule file for a workflow?
- Define Where and How Users Can Act On Workflow Tasks
- Change Workflow Task Titles
- Workflow Task Life Cycle Setup
- Set Up the Approvals Work Area
- Set Up the Worklist Region on My Dashboard
- Best Practices for Approval Management
- Workflow Transaction Console
- 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
- Employee Vacation and Delegation Rules Report
- Review Employee Vacation and Delegation Rules
- How You Can Regularly Reassign Pending Approvals for Workers That Become Inactive
- Workflow Transactions Reassignments and Delegations Report
- Synchronize Transaction Workflow Status
- 7 Define Help Configuration
- 8 Define Application Toolkit Configuration
- Set Watchlist Options
- 9 Define Enterprise Scheduler Job Definitions and Job Sets
- Overview of Managing Job Definitions and Job Sets
- Manage List of Values Sources
- Managing Job Definitions
- 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 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?
- Can I create a job set with jobs from multiple modules?
- 10 Define Applications Core Configuration
- Import Flexfields, Lookups, or Profile Values Using Web Services
- Define Lookups
- Manage Messages
- Define Document Sequences
- Define Trees
- Overview of Trees
- Manage Tree Structures
- Manage Tree Labels
- Manage Trees and Tree Versions
- How Trees and Data Sources Work Together
- Tree Nodes
- File Format for Importing Data Loaders of Tree Hierarchies
- Define Profile Options
- Define Flexfields
- Overview of Flexfields
- Flexfield Components
- Overview of Flexfield Configuration
- Flexfields at Runtime
- Modify Flexfields Using Page Composer
- File Format for Importing Extensible Flexfields
- How Flexfields Work with Oracle Application Cloud Architecture
- Flexfield Management
- Flexfield Deployment
- Manage Value Sets
- Overview of Value Sets
- Validation Type Options for Value Sets
- Considerations for Planning 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
- FAQs for Manage Value Sets
- Manage Descriptive Flexfields
- Overview of Descriptive Flexfields
- Considerations for Planning Descriptive Flexfields
- Considerations for Managing Descriptive Flexfields
- Edit Descriptive Flexfields
- Validate Descriptive Flexfields
- Deploy Descriptive Flexfields
- Manage Global Segments
- Manage Contexts
- Manage Context-Sensitive Segments
- Configure Descriptive Flexfield Segments for a Lookup Type
- Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
- File Format for Importing Descriptive Flexfields
- Enable Auditing for Descriptive Flexfields
- Manage 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
- FAQs for Manage Extensible Flexfields
- Manage 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
- Define Attachments
- 11 External Integration
- Web Services
- Overview of Web Services
- Developer Connect
- Cross-Origin Resource Sharing
- View Details About Predefined Scheduled Processes
- Deep Links
- Web Services
- 12 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)
- 13 Scheduled Processes
- What are scheduled processes?
- Process Sets
- Submit Processes
- Manage Processes and View Output
- FAQs for Scheduled Processes
- What do I do if I can't find scheduled processes that were already submitted?
- Which role gives me access to the Scheduled Processes work area?
- Why can't I see Scheduled Processes in the Navigator or home page?
- Why can't I find the scheduled process that I need to run?
- What's the maximum number of scheduled processes that can run at the same time?
- What do I get if I view scheduled processes in a hierarchy?
- How do I cancel or make changes to scheduled processes that are submitted to run on a recurring schedule?
- Why can't I force cancel a scheduled process?
- How can I export search results for scheduled processes to a spreadsheet?
- Why doesn’t the time zone for a submitted process match the time zone I used to submit or search for the process?
- Why don’t notifications reflect my language or time zone?
- Can I get notified every time a process within a process set ends?
- What happens to processes scheduled by a user who is no longer here?
- Where to Find Information About Financials Scheduled Processes
- Where to Find Information About Common Scheduled Processes
- 14 Moving Common Reference Objects