PreviousNext JavaScript must be enabled to correctly display this content
  • Title and Copyright Information
  • Get Help
  • 1 Overview
    • Oracle Fusion Cloud SCM Common Configuration Overview
    • Why can't I edit setup data?
    • Why does the Date field display a different value than my preferred date?
  • 2 Currencies and Currency Rates
    • 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
      • Enter Daily Rates Using the Daily Rates Spreadsheet
      • Update Currency Rates
  • 3 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
  • 4 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
    • Business Units
    • Considerations for Creating Business Units in the Enterprise Structures Configurator
    • 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
    • Considerations for Using Jobs and Positions
    • Examples of Positions
    • Examples of Jobs
    • Job and Position Structures
    • 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?
  • 5 Reference Data Sharing
    • Enterprise HCM Information
      • Define Enterprises
      • Enterprise Information for Non-HCM Users
    • Reference Data Sharing
    • Reference Data Sets
    • Reference Data Sets and Sharing Methods
    • 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?
  • 6 Geographies
    • How Geography Structure, Hierarchy, and Validation Fit Together
    • Geography Structures
    • Geography Hierarchy
    • How do I manage geography validation?
    • How do I manage Geography Structures, Hierarchies, and Validation?
    • 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
    • How You Set up Address Cleansing
    • What attributes are referenced to populate latitude and longitude during geocoding?
    • Set Up Geocoding
    • Use Web Services to Populate Location Attributes for the Around Me Feature
    • FAQs for GBG | Loqate Support
      • Nokia Geography Reference 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?
    • FAQs for Geographies
      • How You Search Geographies in the Language You Prefer
      • 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
      • 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?
      • Why is Import Geography Data Disabled in Manage Geographies?
  • 7 Legal Jurisdictions and Authorities
    • Overview of Legal Jurisdiction and Authorities
    • Jurisdictions
    • Legal Authorities
    • Create Legal Jurisdictions, Addresses and Authorities
    • Create Legal Entities, Registrations, and Reporting Units
  • 8 Legal Entities
    • Overview
    • Model Legal Entities
  • 9 Legal Reporting Units
    • Plan Legal Reporting Units
  • 10 Chart of Accounts Structures and Structure Instances
    • Chart of Accounts
    • Thick Versus Thin General Ledger
    • Chart of Accounts Components
    • 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
    • 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
    • FAQs for Chart of Accounts Structures and Structure Instances
      • How can I use future accounting segments?
  • 11 Chart of Accounts Value Sets and Value Set Values
    • Value Sets for Charts of Accounts
    • Create a Value Set for Your Chart of Accounts
    • Configure Chart of Account Segments for Business Intelligence
    • FAQs for Chart of Accounts Value Sets and Value Set Values
      • What happens when I run the Inherit Segment Value Attributes process?
      • What happens when I run the Inherit Segment Value Attributes process?
  • 12 Accounting Calendars
    • Create the Accounting Calendar
    • 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?
  • 13 Primary or Secondary Ledgers
    • 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
  • 14 Ledger Options
    • Specify Ledger Options
    • Assign Legal Entities and Balancing Segments
    • FAQs for Ledger Options
      • What happens if I change the cumulative translation adjustment account?
      • What happens if I change the retained earnings account?
  • 15 Reporting Currencies
    • How Balances for Reporting Currencies Are Calculated
  • 16 Business Units Overview
    • Business Units
  • 17 Business Functions for Business Units
    • Business Functions
  • 18 Source Systems
    • How You Set up Source Systems
    • Source System Entities
    • FAQs for Source Systems
      • What happens if I allow multiple source system references?
  • 19 Import Person and Organization
    • Data Import Objects
  • 20 Supplier Definition
    • Create a Supplier and Supplier Site
    • Supplier Numbering
    • Define Procurement Agents
    • Procurement Agents
    • Set Up a Supplier for Contract Manufacturing
  • 21 Workforce Structure 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?
  • 22 Facilities
    • Quick Setup
      • Prerequisites to Running Quick Setup for the Facilities Functional Area
      • Why can't I select some UOM classes using Quick Setup?
      • Why can't I start or run Quick Setup?
    • Facility Shifts, Workday Patterns, and Schedules
      • Schedule Components
      • Examples of Managing Shifts
      • Examples of Managing Workday Patterns
  • 23 Inventory Organizations
    • Inventory Organizations
    • Guidelines for Using Inventory Organization
    • Considerations for Inventory Organizations
    • Inventory Organization Parameters
    • Copy Inventory Organizations
    • How Rounding the Reorder Quantity Affects Min-Max Planning Reorder Calculations
    • Considerations for Selecting Lot Number Uniqueness Control
    • Set Up a Supplier for Contract Manufacturing
    • FAQs for Inventory Organizations
      • What's an item subinventory?
      • What happens if I create an inventory organization as a logistics services organization?
      • Can I change an inventory organization code?
  • 24 Item Organizations
    • Setup Tasks for Item Organizations
    • Item Organizations
    • Item Master Organizations
    • FAQs for Item Organizations
      • How can I change an item organization to an inventory organization?
      • How can I define a profit center business unit for an item organization?
      • Can I use the same item number across multiple item master organizations?
  • 25 Approvals and Notifications
    • Configure Workflow Approvals and Notifications
    • Roles That Give Workflow Administrators Access
    • Search for Workflow Tasks to Configure
    • Define the Due Date and Expiration Policies for Workflow Tasks
    • Assignments and Routing
      • Audit the Changes Made to Task Configurations
      • 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
      • Change the Workflow Task Priority
      • Limit Whom to Reassign or Delegate Workflow Tasks To
      • Define People to Support Workflow Tasks
      • How You Can Regularly Reassign Pending Approvals for Workers That Become Inactive
    • 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
      • Define Where and How Users Can Act On Workflow Tasks
      • Reflect Changes from Edited Reports Sooner
    • Email Notifications
      • Add Header Content to Workflow Email Notifications
      • Set Up the From Field in Workflow Email Notifications
        • Change the From and Reply-To Address
        • Add Sender Name to the From Field
      • Set Up Attachments in Workflow Email Notifications
      • Send Test Workflow Email Notifications to One Address
      • More Setup for Workflow Email Notifications
    • Workflow Task Life Cycle
      • Set Up the Approvals Work Area
      • Set Up the Worklist Region on My Dashboard
    • Monitor and Troubleshoot
      • Manage Workflow Transactions
      • Statuses for Filtering Transactions
      • Automatically Refresh Transaction Statuses
      • Actions for Managing Transactions
      • Archive and Purge Transactions
      • Things to Check If There Are Issues with Workflow Tasks
      • Review Employee Vacation and Delegation Rules
  • 26 Attachments
    • Attachments
    • Attachment Entities
    • How Attachment Entities and Attachment Categories Work Together
    • Attachments Troubleshooting
    • FAQs for Attachments
      • What's an attachment category?
  • 27 Help Configuration
    • Set Up Help
    • Hide or Show Help Icons
    • Give People Access to Create and Edit Help
    • Create Groups to Limit Access to Added Help
  • 28 Application Toolkit Configuration
    • Watchlist Options
      • Disable or Enable Watchlist Categories and Items
      • Refresh Intervals for Watchlist Items
      • FAQs for Watchlist Options
        • How can I change predefined Watchlist category and item names?
    • Application Toolkit Administrator Profile Values
      • Set Up the Mapping Service for Contextual Addresses
  • 29 Common Reference Objects
    • Why can't I edit setup data?
    • Set General Preferences for All Users
    • Set a Banner Message in the Global Header
    • How can I determine which languages appear in the Translation Editor?
    • How do I define whether the user image, name, or initials display in the global header?
    • Set CSV as the Default Option for Exporting Table Data
    • Application Taxonomy
      • Overview of Application Taxonomy
      • Modules in Application Taxonomy
      • Guidelines for Managing Modules in Application Taxonomy
    • ISO Reference Data
      • Language Packs on Your Application
      • Considerations for Natural Languages
      • FAQs for 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 edit ISO languages?
        • Can I add or edit time zones?
    • Applications Core Common Reference Objects
      • Manage Applications Core Messages
        • Common Messages
      • Manage Applications Core Administrator Profile Values
        • Guidelines for Setting Up General Troubleshooting
        • Configure CORS Headers
        • How can I make message components visible only to specific users?
    • Global Search
      • Overview of Global Search Setup
      • Search Extension Framework
        • Overview of Search
        • Enable Search Extension Framework
      • FAQs for Search Extension Framework
        • What do I do if the process for creating indexes keeps failing?
        • What do I do if I get errors about enabling the search extension framework?
        • What do I do if I get errors stating that the Oracle Search Cloud Service or OSCS isn't reachable?
      • 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
        • Suggestion Groups for Global Search
        • Change Heading Text and Icons for Suggestion Groups
  • 30 Manage Audit Policies
    • Audit Policies
    • Audit Configuration for Business Object Attributes
    • Overview of Audit Configuration
    • Business Objects with Auditing allowed in SCM
  • 31 Enterprise Scheduler Job Definitions and Job Sets
    • Home Page Setup
      • Overview of Managing Job Definitions and Job Sets
      • Manage List of Values Sources
    • Manage Job Definitions
      • Define Parameters for Job Definitions
      • Edit Job Definitions
      • Create Job Definitions to Run Reports as Scheduled Processes
      • Duplicate Job Definitions
      • Job Definitions
      • Define Dependent Parameters in Job Definitions
    • Manage Job Sets
      • Job Sets
      • Create Job Sets
      • System Properties for 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
      • How can I restrict user access so that they can run only custom scheduled processes?
      • Can I use a table value set as the list of values for a parameter?
      • What do I select for job application name when I create a job definition?
      • Why can't I see certain job definitions, and how do I find them?
  • 32 Applications Core Configuration
    • Lookups
      • Overview of Lookups
      • Example of a Standard Lookup
      • Example of a Set-Enabled Lookup
      • FAQs for Lookups
        • How can I access predefined 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 search for a specific lookup code?
    • Document Sequences
      • Document Sequences
      • Document Sequence Categories
      • Guidelines for Managing Document Sequences
    • 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?
        • How can I bulk update user preferences?
    • Flexfields
      • Overview of Flexfields
      • Flexfield Components
      • Overview of Flexfield Configuration
      • Flexfields at Runtime
      • Modify Flexfields Using Page Composer
      • How Flexfields Work with Oracle Application Cloud Architecture
      • Flexfield Management
        • Considerations for Managing Flexfields
        • Flexfield Segment Properties
        • How Flexfield Segments are Rendered on Pages
        • How Flexfields and Value Sets Work Together
        • Default Segment Values
        • Flexfield Usages
      • FAQs for Flexfield Management
        • How can I access predefined flexfields?
        • Why can't I edit my flexfield or value set configuration?
        • Why did my page not display any flexfield?
        • Why did my flexfield changes not appear in the UI?
      • 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
      • 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
        • Requirements for Flat Files to Upload Value Set Values
        • Manage Values
        • Upload Value Set Values Process
        • Translation of Flexfield and Value Set Configurations
      • FAQs for Value Sets
        • What happens if a value set is security enabled?
        • How can I set a default value for a flexfield segment?
      • Descriptive Flexfields
        • Overview of Descriptive Flexfields
        • Considerations for Planning Descriptive Flexfields
        • Considerations for Managing Descriptive Flexfields
        • Configure Descriptive Flexfield Segments for a Lookup Type
        • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
      • Manage Descriptive Flexfields
        • Edit Descriptive Flexfields
        • Validate Descriptive Flexfields
        • Deploy Descriptive Flexfields
        • Manage Global Segments
        • Manage Contexts
        • Manage Context-Sensitive Segments
      • 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
        • Import Extensible Flexfields
      • FAQs for Extensible Flexfields
        • Why did the extensible flexfield context not appear at run time?
      • 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
        • Edit a Cross-Validation Rule
        • Considerations for Enabling Key Flexfield Segments for Business Intelligence
        • Example of a Key Flexfields
    • Messages
      • Messages
      • Message Types
      • Message Groups
      • Create and Edit Messages
      • Use of Tokens in Messages
      • Common Messages
      • How can I make message components visible only to specific users?
  • 33 Carriers
    • Shipping Methods
    • Inbound Tracking Rules
    • Considerations for Creating Tracking Rules
  • 34 Transit Times
    • Transit Times
    • Considerations for Origin Type and Destination Type
  • 35 Items
    • Setup Tasks to Define Items
    • Overview of Item Status
    • Cross-Reference Types
    • Product Value Sets: Explained
    • Define Product Child Value Sets
    • Default Item Class
    • Item Profile Options
    • Overview of Import Items
    • Item Lifecycle Phases
    • Item Classes
    • Attachment Categories
    • Related Item Subtypes
    • Operational Attributes Controls
    • Item Attribute Groups and Attributes
    • Deploy Item Flexfields
  • 36 Units of Measure
    • How Units of Measure, Unit of Measure Classes, and Base Units of Measure Relate to Each Other
    • How to Assign Base Units of Measure to Unit of Measure Classes
    • Standard Conversions for Units of Measure
    • Overview of Packaging Strings
    • Inventory Transactions Verified When a UOM Conversion is Updated
    • FAQs for Units of Measure
      • What's a unit of measure standard conversion?
      • What's a UOM interclass conversion?
      • What's a UOM intraclass conversion?
      • What profile option do I use for defining decimal precision for supply chain transactions?
      • Can I make changes or delete the UOM code after creation?
      • Can I make changes or delete a UOM conversion after creation?
  • 37 Catalogs
    • Setup Tasks to Manage Catalogs
    • Catalog Descriptive Flexfields
    • Category Descriptive Flexfields
    • Create Catalogs
    • Functional Area Catalogs
  • 38 Other Common Setup and Maintenance Tasks
    • Guidelines for Setting Up General Troubleshooting
    • Home Page Setup
      • Configure Infolet Display
      • Define Home Page Appearance
      • Create and Enable Announcements
      • FAQs for Home Page Setup
        • How can I rename an icon for an infolet page in the page control on the home page?
        • How can I determine which languages appear in the Translation Editor?
        • How do I define whether the user image, name, or initials display in the global header?
    • Deep Links
      • Deep Links
      • Deep Links for SCM
    • Set Up the Mapping Service for Contextual Addresses
    • Set Privacy Statement URL
    • Set Up Sender Policy Framework (SPF)
  • 39 External Integration
    • Web Services
      • Overview of Web Services
      • Developer Connect
        • Overview of Developer Connect
        • Web Service Life Cycle
        • Message Patterns
        • Manage Web Service Sample Payloads
        • Import Value Set Values to Oracle Applications Cloud
      • Cross-Origin Resource Sharing
        • CORS
        • Configure CORS Headers
      • View Details About Predefined Scheduled Processes
  • 40 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
      • Load Interface File for Import Process
      • Import Data into Application Tables
      • Correct Import Load Process Errors
    • File Import and Export
      • Overview of Files for Import and Export
      • Guidelines for File Import and Export
  • 41 Migration of Common Reference Objects
    • Overview of Moving Common Reference Objects
    • Business Objects for Moving Common Reference Objects
    • Guidelines for Moving Related Common Reference Objects
    • Guidelines for Moving Common Reference Objects Using the Seed Data Framework
  • 42 Extending Redwood Pages
    • Business Rules
    • Guided Journeys
  • 43 New Features in Your Quarterly Update
    • Readiness for Oracle Fusion Cloud SCM Updates