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• 1 Enterprise Structures Introduction
  • Overview of Enterprise Structures
  • Enterprise Structures Business Process Model
  • Guidelines for Configuring Global Enterprises
  • Model Your Enterprise Management Structure
  • Overview of Diagnostic Tests for Enterprise Structures Setup
  • Enterprise Structures Setup Report
  • Setup Data Import and Export for Oracle Fusion Financials
  • Initial Configuration
    • How You Establish Enterprise Structures Using the Enterprise Structures Configurator
    • How You Roll Back an Enterprise Structure Configuration
    • Design an Enterprise Configuration
    • FAQs for Initial Configuration
      • What happens if I don't use the Enterprise Structures Configurator to set up my enterprise structures?
      • What's an ultimate holding company?
      • What's the default reference data set?
      • What happens if I override the set assignment?
      • When do I create or edit ISO languages?
      • Can I add or edit time zones?
• 2 Reference Data Sharing
  • Reference Data Sharing
  • Reference Data Sets
  • Reference Data Sets and Sharing Methods
  • How Business Units Work with Reference Data Sets
  • How You Create Reference Data Sets in the Enterprise Structures Configurator
  • Assignment of Reference Data Sets to Reference Objects
  • Items and Supplier Site Reference Data Sharing
  • FAQs for Reference Data Sharing
    • What reference data objects can be shared across business units?
    • What reference data objects can be shared across asset books?
    • What reference data objects can be shared across cost organizations?
    • What reference data objects can be shared across project units?
• 3 Enterprise
  • Define Enterprises
  • Enterprise Information for Non-HCM Users
  • Manage Locations
    • Locations
    • FAQs for 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?
  • Legal Jurisdictions and Authorities
    • Overview of Legal Jurisdiction and Authorities
    • Jurisdictions
    • Legal Authorities
    • Create Legal Jurisdictions, Addresses and Authorities
• 4 Geographies
  • Overview of Geographies
• 5 Legal Entities
  • Overview
  • Model Legal Entities
  • How You Create Legal Entities in the Enterprise Structures Configurator
  • Create Legal Entities, Registrations, and Reporting Units
  • How Legal Employers Work with Payroll Statutory Units and Tax Reporting Units
  • Party Tax Profiles
  • Considerations for Specifying First-Party Tax Profile Options
  • Plan Legal Reporting Units
  • FAQs for Legal Entities
    • What's a legal employer?
    • What's a payroll statutory unit?
    • When does a party tax profile get created for a legal entity?
• 6 Financial Structures
  • Overview
  • Rapid Implementation
    • Overview of Enterprise Structures Rapid Implementation
    • 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
    • Centralized Management of Chart of Accounts Configurations
    • How to Manage Value Set Values and Hierarchies
  • Chart of Accounts
    • Overview of Key Flexfields
    • Considerations for Planning Key Flexfields
    • Essbase Character and Word Limitations
    • Chart of Accounts
    • Thick Versus Thin General Ledger
    • Chart of Accounts Components
    • Segment Rules and Account Rules for Chart of Accounts Mapping
    • Overview of the Chart of Accounts Mapping Page
    • Create a Mapping with Multiple Source Segments
    • How Chart of Accounts Mapping Segment Rules Import Data Is Processed
    • FAQs for Chart of Accounts
      • How can I use future accounting segments?
      • What's the difference between mapping with segment rules and mapping with account rules?
      • When do account rules override segment rules in a chart of accounts mapping?
  • Value Sets
    • Value Sets for Charts of Accounts
    • Create a Value Set for Your Chart of Accounts
    • Considerations for Enabling Key Flexfield Segments for Business Intelligence
    • Configure Chart of Account Segments for Business Intelligence
    • FAQs for Value Sets
      • What happens if you use average balances and create a segment value?
  • Chart of Accounts Structures and Instances
    • 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
  • Flexfield Deployment
    • Overview of Flexfield Deployment
    • How Flexfield Deployment Status is Calculated
    • How Deploying a Flexfield-Enabled Sandbox Works with Mainline Metadata
    • Considerations for Deploying a Descriptive Flexfield to a Sandbox
  • General Ledger Security
    • Overview of General Ledger Security
    • Overview of Data Access Set Security
      • Examples of Data Access Set Security
    • Overview of Segment Value Security
    • Key Steps for Configuring Chart of Accounts Segment Value Security
      • Select Business Functions That Enforce Segment Value Security
      • Enable Security for a Value Set
      • Deploy the Accounting Flexfield and Publish Account Hierarchies
      • Open the Manage Segment Value Security Rules Spreadsheet
    • Using the Manage Segment Value Security Rules Spreadsheet
      • Create Rules
      • Create Rule Assignments
      • Edit Rules and Rule Assignments
    • Best Practices for Creating Segment Value Security Roles
    • Assign Segment Value Security Roles to Users
    • Examples of Generic User Rule Assignments for Segment Value Security
      • Rule Assignments Without a Specified User Name
      • Rule Assignments Without a Specified Business Function
      • Rule Assignments Without a Specified Security Context
    • Using Export and Import Services with Segment Value Security by Business Functions Configurations
    • Enforcement of Segment Value Security by Business Function
      • Journal Entry
      • Standard Reports
      • Account Monitor Inquiries
      • Smart View Inquiries
    • Special Considerations for Segment Value Security
      • Back-End Processes
      • Setup Tasks
      • Oracle Transactional Business Intelligence Reporting
      • Features Without a Data Security Context
      • Multiple Secured Chart of Account Segments
      • Primary Balancing Segment Value Assignments to a Ledger and Its Legal Entities
      • Switching from Secured to Unsecured Modules
    • General Ledger-Specific Considerations for Segment Value Security
      • Data Access Sets
        • Using Primary Balancing Segment Value-Based Data Access Sets with a Secured Primary Balancing Segment
        • How Data Security Works When Using Primary Balancing Segment Value-Based Data Access Sets with a Secured Primary Balancing Segment
        • Example of Primary Balancing Segment Value Access for Features Directly Based on Balances Cubes
        • Example of Primary Balancing Segment Value Access for Features Not Based on Balances Cubes
        • Read-Only Data Access Sets with Segment Value Security
      • Reporting on General Ledger Balances Cubes Reports with Account Hierarchies
        • Segment Value Security Rules Based on Account Hierarchies
        • Considerations When Using Parent Account References in Hierarchical Rules for Balances Cubes
      • Journal Approval
      • Back-End Processes That Generate Journals or Update Balances
      • Feature Setups
    • Assets-Specific Considerations for Segment Value Security
      • Segment Value Security by Business Function for Oracle Assets
      • Segment Value Security Enforcement in Assets Transactions
      • Example of Segment Value Security by Business Function
      • Example of Accounting in Oracle Assets
      • Example of Reports in Oracle Assets
    • Intercompany-Specific Considerations for Segment Value Security
    • Payables-Specific Considerations for Segment Value Security
      • Enforcing Segment Value Security by Business Function in Payables
      • Examples of Enforcing Segment Value Security While Creating or Processing Payables Invoices
      • Examples of Enforcing Segment Value Security While Viewing Payables Invoice Lines
    • Receivables-Specific Considerations for Segment Value Security
    • Subledger Accounting-Specific Considerations for Segment Value Security
      • Segment Value Security by Business Function Implementation in Subledger Accounting
    • How You Segregate Import Journals Access from FBDI Import for Journals Access
    • FAQs for General Ledger Security
      • What happens when changes are made to an account hierarchy that's referenced in segment value security rules?
      • When does security take effect on chart of accounts value sets for balances cubes?
      • How can I secure the data in GL balances cubes?
  • Cross-Validations
    • Overview of Cross-Validation Rules and Combination Sets
  • Cross-Validation Rules
    • Overview of Cross-Validation Rules in General Ledger
    • Cross-Validation Rules
    • Considerations for Cross-Validation Rules
    • Overview of Rules Tab on Manage Cross-Validations Page
    • How Cross-Validation Rules Import Data Is Processed
    • Manage Cross-Validation Rules Import
    • Cross-Validation Rules Spreadsheet
    • Create Cross-Validation Rules in a Spreadsheet
    • View Cross-Validation Rules
    • Edit a Cross-Validation Rule
    • How Cross-Validation Rule Violations Are Managed
  • Cross-Validation Combination Sets
    • Overview of Cross-Validation Combination Sets in General Ledger
    • Types of Combination Sets
    • Statuses of Combination Sets
    • Create a Combination Set
    • Examples of How Combination Sets Work
    • How Cross-Validation Combinations Import Data Is Processed
    • Using Increment Mode When Uploading Combinations
    • Using Replace Mode When Uploading Combinations
    • Download Unprocessed Combinations
    • View Combinations for a Combination Set
    • Validate an Account Combination
    • How Cross-Validation Combination Set Violations Are Managed
  • Related Value Sets
    • Chart of Accounts Segments Dependency Management Using Related Value Sets
    • How to Create Related Value Sets for a Chart of Accounts
  • Account Hierarchies
    • Overview of Trees
    • Account Hierarchy Trees
    • Considerations for Using Account Hierarchies
    • How Segment Value and Hierarchy Import Data Is Processed
    • Segment Values and Hierarchies Interface Tables
    • Account Hierarchy User-Defined Sort Order Using File-Based Data Import
    • Considerations for Hierarchy Member Names in Financial Reporting and Allocations
    • Considerations for Initial Publishing of Account Hierarchies
    • Create an Initial Configuration of an Account Hierarchy
    • Overview of Account Hierarchy Maintenance
    • Maintenance Hierarchies
    • Example of Hierarchy Maintenance
    • Hierarchies for Cross Validations, Revaluations, and Chart of Accounts Mapping
    • Publish an Account Hierarchy
    • FAQs for Account Hierarchies
      • How can I manage and review account hierarchies?
      • When do I manually submit row and column flattening for tree versions?
    • Manage Tree Structures
      • Tree Structures
      • Guidelines for Defining the Tree Structure
      • Guidelines for Managing Tree Structures
      • Tree Structure Audit Results
      • Guidelines for Specifying Data Sources for Tree Structures
      • Guidelines for Improving the Performance of a Tree Structure
    • Manage Tree Labels
      • Tree Labels
    • Manage Trees and Tree Versions
      • Guidelines for Managing Trees and Tree Versions
      • Tree Version Audit Results
      • How Trees and Data Sources Work Together
      • Tree Nodes
  • Account Combinations
    • Overview of Account Combinations
    • Create an Account Combination
    • How Account Combination Import Data Is Processed
    • Account Aliases
    • Enter a GL Account Alias
    • Correct Misclassified Accounts
    • FAQs for Account Combinations
      • What happens when I run the Inherit Segment Value Attributes process?
  • Accounting Calendars
    • Accounting Calendar Options
    • How Accounting Calendars Are Validated
    • FAQs for Accounting Calendars
      • How can I identify errors in my accounting calendar?
      • What's the difference between calendar and fiscal period naming?
      • When do I update an existing calendar?
      • What happens if I upgrade my calendar from Oracle E-Business Suite Release 12?
      • Can I change the period format of an existing calendar?
  • Currencies
    • Considerations for Defining Currencies
    • Euro Currency Derivation
    • FAQs for Currencies
      • When do I create or enable currencies?
      • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
      • What's a statistical unit currency type?
  • Conversion Rate Types
    • Guidelines for Creating Conversion Rate Types
    • Examples of Using Conversion Rate Types in a Journal
    • FAQs for Conversion Rate Types
      • What's the difference between spot, corporate, user, and fixed rate types?
  • Daily Rates
    • Overview of GL Currency Rates Upload
    • Enter Daily Rates Using the Daily Rates Spreadsheet
    • How Daily Rate Import Data Is Processed
    • Load Daily Rates Automatically Using Web Services
    • Required Security for Loading GL Currency Rates
    • Update Currency Rates
  • Historical Rates
    • How Historical Rates Import Data Is Processed
• 7 Ledgers
  • Overview
    • Overview of Accounting Configuration Offerings
    • Ledgers and Subledgers
    • Primary Ledgers, Secondary Ledgers, and Reporting Currencies
    • Ledgers, Legal Entities, Balancing Segments, and Business Units
    • Create a Primary Ledger
  • Ledger Options
    • Specify Ledger Options
    • How You Require Manual Journals Balance by Entered Currency
    • How You Limit a Journal to a Single Currency
    • How You Configure the Language for Subledger Journal Descriptions
  • Legal Entity and Balancing Segment Assignment
    • Legal Entities and Primary and Secondary Ledgers
    • Assign Legal Entities and Balancing Segments
  • Legal Entity-Specific Secondary Ledgers with Controlled Replication from Primary Ledgers
    • Considerations for Using Controlled Replication from Primary Balancing Segment Values
    • Enable Replication by Primary Balancing Segment Values
    • Define Primary Balancing Segment Value Conversion Rules
    • How Journals Are Replicated by Primary Balancing Segment Values
  • Reporting Currency Balances
    • How Balances for Reporting Currencies Are Calculated
  • Accounting Configuration Review and Submission
    • Overview of Oracle General Ledger Balances Cubes
    • Dimensions for Standard Balance Cubes
    • Examples of Standard and Average Balances Cubes
    • Considerations for GL Balance Cube Dimension Values That Are Customer-Specific
    • Default Values for Standard Balance Cube Dimensions
    • Currencies and Currency Types for Balances Cubes
    • Levels and Generations in GL Balances Cubes
    • Examples of Using Dimension Values in Reporting
    • Example of Standard Balances
    • Invalid Combinations of Balance Cube Dimensions
    • GL Balance Cube Processes Run from User Interface
    • GL Balance Cube Processes Run from Scheduled Processes Work Area
    • What to Do After Environment Clone or Copy to Test
  • First Period
    • Overview of Opening First Period
  • Opening Balance Initialization for New Reporting Currencies and Secondary Ledgers
    • Defining Reporting Currencies and Secondary Ledgers for Existing Primary or Secondary Ledgers
    • Overview of Balance Initialization Process
    • Examples of Balance Initialization Conversion
    • How Initialization Period Affects Balance Initialization Process
    • How Initialization Period Works for Source and Target Ledgers with EMU Currency Relationship
    • Initialize Balances in New Reporting Currencies or Secondary Ledgers
      • Determine the Initialization Period
      • Set Up Balance Initialization
      • Assign Data Access Sets
      • Stop Journal Posting in Source Ledger
      • Open Periods in New Target Ledgers
      • Run the Create Opening Balance Journals in Reporting Currency or Secondary Ledger Process
    • Other Considerations for Balance Initialization
      • How Encumbrance Balances Are Initialized
      • How Balance Initialization Affects Retained Earnings
      • How Backdated Transactions Affect Balance Initialization
      • How Balance Initialization Works with Subledgers
      • How Balance Initialization Works with Controlled Replication
  • Clearing Accounts Reconciliation
    • Overview of Clearing Accounts Reconciliation
    • Set Up Clearing Accounts Reconciliation
    • Reconciliation Types
    • How Tolerances Work with Manual Clearing Accounts Reconciliation
  • Average Balance Processing
    • Set Up Average Balance Processing
  • FAQs for Ledgers
    • What happens if I change the cumulative translation adjustment account?
    • What happens if I change the retained earnings account?
    • How can I inquire on translated balances?
    • When do I rebuild the GL balances cubes?
    • How can I refresh balances in the GL balances cubes?
    • Why are some setup tasks listed twice in the General Ledger functional area?
• 8 Intercompany Setup
  • System Options
    • Intercompany System Options
    • Intercompany Transaction Types
    • Intercompany Period Status
  • Define Organizations
    • Manage Intercompany Organizations
    • Associate Intercompany Organization with One or More Balancing Segment Values
  • Invoicing Options
    • Customer and Supplier Assignment
    • Intercompany Receivables Assignments
  • Balancing Rules
    • Intercompany Balancing Rules
    • Example of Intercompany Balancing Rules
    • Examples of Using Chart of Accounts Rules for Intercompany Balancing
    • Example of Additional Intercompany Balancing and Clearing Options
  • Allocations
    • How Intercompany Allocations Are Generated
    • Example of Generating Intercompany Receivables and Intercompany Payables Accounts for Manual Transactions
    • Cross-Ledger Allocations
    • Examples of Cross-Ledger Allocations
  • Multitier Intercompany Operations Setup
    • Define Transaction Type for Multitier flow
    • Define Intercompany Organization and its Association to Balancing Segment Values
    • Data Security for Multitier Intercompany Operations
  • Examples to Configure Intercompany Organizations
    • Example of Intercompany Organization Configuration
    • Example of Intracompany Organization Configuration
• 9 General Ledger Options
  • Ledger Sets
    • Examples of Ledger Sets
    • Ledger Set Classifications
  • Data Access Sets
    • Data Access Set Security
  • Accounting Automation
    • Accounting Automation
    • FAQs for Accounting Automation
      • How can I provide users access to the log and output files for the accounting automation child processes?
  • Accounting and Reporting Sequences
    • Overview of Accounting and Reporting Sequences
    • How to Define Journal Sequences Manually
    • FAQs for Accounting and Reporting Sequences
      • What happens when I enable sequencing in the rapid implementation spreadsheet?
  • Journal Approval Rules
    • Configure Workflow Approvals and Notifications
    • Considerations for Defining Journal Approval Rules
    • Create Journal Approval Rules Using a Spreadsheet
      • Create Workflow Rules Using a Spreadsheet
      • Manage Workflow Rules Using a Spreadsheet
      • Migrate Workflow Rules to Simplified Workflow Rules Configuration Templates
      • Modify Workflow Rules Using a Spreadsheet
      • Workflow Rule Templates for Journal Approval
      • Approval Conditions in Journal Approval Rule Templates
    • Create Journal Approval Rules Using Oracle Business Process Management
    • Predefined Journal Approval Participants and Attributes
    • Examples of Maximum Amount Journal and Maximum Amount Journal Line Objects in Journal Approval Rules
  • Journal Approval Notifications
    • Overview of Financials Configurable Workflow Notifications
    • Reflect Changes from Edited Reports Sooner
    • Modify Journal Approval Notifications with Analytics Publisher
  • AutoPost
    • Create an AutoPost Criteria Set
    • Examples of Manually Running the AutoPost Process
    • FAQs for AutoPost
      • How can I run the AutoPost process?
      • How can I identify errors that occurred during the AutoPost process?
      • Why didn't the AutoPost process post journal batches as expected?
  • Manage Journal Reversals
    • Journal Reversals
    • FAQs for Manage Journal Reversals
      • When does a journal become reversible?
  • Lookups
    • Overview of Lookups
    • Example of a Standard Lookup
    • Example of a Set-Enabled Lookup
    • FAQs for Lookups
      • How can I edit lookups?
      • Why can't I see my lookup types?
      • What's the difference between a lookup type and a value set?
      • What's a lookup tag used for?
      • How can I access predefined lookups?
  • Descriptive Flexfields
    • Overview of Descriptive Flexfields
    • Considerations for Planning Descriptive Flexfields
    • Considerations for Managing Descriptive Flexfields
    • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
    • Financial Descriptive Flexfields
    • How You Search for Journal Descriptive Flexfields
    • Example of Additional Journal Information with Descriptive Flexfields Based on Ledger or Account Value
    • Date and Number Validations for General Ledger Descriptive Flexfields
  • Profile Options
    • Overview of Profile Options
    • Hierarchy in Profile Levels
    • Set Profile Option Values
    • Create and Edit Profile Options
    • Profile Categories
    • FAQs for Profile Options
      • How can I access predefined profile options?
  • Workflow Transaction Console
    • Overview of Workflow Transaction Console for Financials
    • Give Users Access to Manage Financials Workflow Transactions
    • Manage Workflow Transactions
    • Statuses for Filtering Transactions
    • Actions for Managing Transactions
  • Processing Schedules
    • Create and Use a Processing Schedule That's Based on an Accounting Calendar
• 10 Period Close
  • Overview
    • Overview of Close Monitor
    • Period Close Components
  • Revaluation
    • Revaluation Process
    • Overview of Revaluation Unrealized Gains or Losses
    • How Income Statement Accounts Are Revalued
    • How to Revalue Account Balances Denominated in Ledger Currency of Reporting Currency
    • Revalue Across Multiple Balancing Segments
    • Revaluation Tracking by Multiple Segments
      • Overview of Revaluation Tracking by Multiple Segments
      • Set Up Revaluation Tracking by Multiple Segments
      • Examples of Revaluation Journals When Tracking by Multiple Segments
  • Translation
    • Translation and Reporting Currencies
    • How General Ledger Account Balances Are Translated
    • How Translated Balances Are Deleted
  • Foreign Currency Valuation Accounting
    • Overview of Foreign Currency Valuation Accounting for Financial Services
    • Set Up FX Transfer and FX Revaluation
    • How Income Statement Account Balances Are Transferred to FX Position Accounts and Revalued
    • Example of Income Statement Account Balance Transfer to FX Position Accounts and Revaluation
• 11 Allocations and Periodic Entries
  • Overview
    • Overview of Allocations and Periodic Entries
    • Overview of Calculation Manager
    • Overview of Oracle Essbase Balances Cubes
    • Allocation Security
    • How Allocations Are Audited
  • Recurring Journals
    • Overview of Recurring Journals
    • Types of Recurring Journals
    • Create Recurring Journals
    • Schedule Recurring Journals
  • Calculation Manager
    • Calculation Manager Toolbar
    • Calculation Manager Menus
    • How You Use Flow Charts in Rule Designer
    • Calculation Manager Views
    • Filter Objects in the List View
  • Allocation Rules
    • Overview of Allocation Rules
    • Create an Allocation Rule
    • Design an Allocation Rule
    • Date Effective Allocation Rules and Rule Sets
    • Start Calculation Manager
    • Create an Allocation Rule with an Allocation Component
    • Create an Allocation Rule with a Formula Component
    • Edit an Allocation Rule
    • Print an Allocation Rule
    • Generate Allocations and Periodic Entries Manually
    • Create an Allocation Rule and Generate Allocations
  • Allocation Rule Sets
    • Overview of Allocation Rule Sets
    • Create an Allocation Rule Set
    • Design an Allocation Rule Set
    • Create and Deploy an Allocation Rule Set
    • Add an Allocation Rule to an Allocation Rule Set
    • Edit an Allocation Rule Set
    • Copy an Allocation Rule Set to Another Application
    • Save an Allocation Rule Set
    • Save an Allocation Rule Set with a Different Name
    • Delete an Allocation Rule Set
    • Refresh Allocation Rules or Rule Sets
    • Change Owner of an Allocation Rule or Rule Set
  • Allocation Components
    • Overview of Point of View Components
    • Create a Point of View Component
    • Edit a Point of View Component
    • Create an Allocation Component
    • Edit an Allocation Component
    • Remove Members and Functions from an Allocation Component
    • Create a Formula Component
    • Open a Formula Component
    • Copy and Paste a Formula Component
    • Delete a Formula Component
    • Edit a Formula Component
    • Searching for Members
    • Search for Members by Name, Alias, or Property
    • Work with Allocation Formula Components
  • Allocation Variables
    • Overview of Allocation Variables
    • Create a Variable from the System View
    • Enter Values for a Member Range Variable
    • Enter Variable Values for a Member Variable
    • Display the Uses of a Variable
    • Copy a Variable
    • Refresh Variables
    • Overview of Editing a Variable
    • Delete a Variable
    • Select a Variable
  • FAQs for Allocations and Periodic Entries
    • How can I access the Calculation Manager?
    • How can I create a folder in the Custom View?
    • How can I rename a folder in the Custom View?
    • How can I open an allocation rule?
    • How can I save an allocation rule?
    • How can I save an allocation rule with a different name?
    • How can I delete an allocation rule?
    • How can I open an allocation rule set?
    • How can I open an allocation rule within an allocation rule set?
    • How can I remove an allocation rule from an allocation rule set?
    • How can I open a point of view or allocation component?
    • How can I save a point of view or allocation component ?
    • How can I copy and paste a point of view or allocation component?
    • How can I delete a point of view or allocation component?
    • How can I migrate allocation rules from one environment to another?
    • Why can't I find average daily balances cubes in Calculation Manager?
• 12 Business Units
  • Business Units
  • Business Functions
  • Considerations for Creating Business Units in the Enterprise Structures Configurator
  • Copy Business Unit Configurations
  • Examples of Override Business Unit Account Segment Values
  • Service Provider Models
  • Shared Service Centers
  • Guidelines for Shared Service Centers
• 13 Workforce Structures and Facilities
  • Divisions and Departments
    • Divisions
    • Example of Adding a New Division After Acquiring a Company
    • Cost Centers and Departments
    • Department Classifications
  • Jobs and Positions
    • Jobs
    • Job and Position Structures
    • Examples of Jobs
    • Examples of Positions
  • Facility Shifts, Workday Patterns, and Schedules
    • Schedule Components
    • Examples of Managing Shifts
    • Examples of Managing Workday Patterns
  • Inventory Organizations and Item Organizations
    • Inventory Organizations
    • Guidelines for Using Inventory Organization
    • Considerations for Inventory Organizations
    • How Rounding the Reorder Quantity Affects Min-Max Planning Reorder Calculations
    • Considerations for Selecting Lot Number Uniqueness Control
    • Item Organizations
    • Item Master Organizations
    • FAQs for Inventory Organizations and Item Organizations
      • What happens if I create an inventory organization as a logistics services organization?
      • What happens if I select the supplier item sourcing type for replenishment?
• 14 Budgets
  • Overview of Budget Uploads
  • How General Ledger Budget Balance Import Data Is Processed
  • Import Budget Data from a Flat File
  • Import Budget Data from a Spreadsheet
  • Correct Budget Import Errors Using a Spreadsheet
  • Overview of Oracle Hyperion Planning
  • Overview of Integration with Oracle Enterprise Planning and Budgeting Cloud Service
• 15 Financial Reporting
  • Overview of Financial Reporting Center
  • Set Up Financial Reporting Center and Smart View
  • How to Access EPM Narrative Reporting Reports in Financial Reporting Center
  • Considerations for Implementing Financial Reporting Center
  • Overview of Financial Reporting Web Studio
  • Overview of Reporting Web Studio
  • How Financial Reporting Reports and Account Groups Are Generated
  • Create a Financial Report
    • Define a Basic Financial Report Using the Reporting Web Studio
    • Add Formulas to a Financial Reporting Report
    • Define Range Functions for a Financial Reporting Report
    • Set User and Grid Points of View for a Financial Reporting Report
    • Work with Grid Point of View Setup and Page Axis for a Financial Reporting Report
    • Add Formats and Graphs to a Financial Reporting Report
  • Configure an Account Group
  • General Ledger Subject Areas, Folders, and Attributes
  • Schedule Financial Reporting Reports
  • Display Only Segment Value Descriptions in Reports
  • FAQs for Financial Reporting
    • How can I apply permissions to objects from Financial Reporting in Workspace?
    • How can I store and edit Financial Reporting objects?
    • How can I migrate Financial Reports from one environment to another?
• 16 Accounting Data Archive and Purge
  • Overview of Accounting Data Archive and Purge
    • Managing Archive and Purge Policies
    • Enabling Business Object for Archive
    • Validating Accounting Data
    • Archiving Accounting Data
    • Purging Accounting Data
  • How You Archive and Purge Accounting Data
    • Before You Archive and Purge Accounting Data
    • Set Up the Archive and Purge Policies
    • Enable the Business Object for Archive
    • Validate the Accounting Data
    • Archive the Accounting Data
    • (Optional) Extract the Archived Accounting Data
    • Purge the Archived Accounting Data
    • (Optional) Enable Archiving for a New Fiscal Year