Enterprise Structure Creation Work Sheet

S.No Description Task Remarks

1 Create Implementation users for Enterprise Structure Create Implementation users or Security Display Name : a01_Imp_User
Configuration Console
2 Roles for a01 Add Roles ALL USERS
Application Implementation Consultant
IT Security Manager
Employee

3 Import User and Roles ESS Job Import User and Role Application
Security Data
4 Login with a01_imp
5 Configure Offerings Check all for Procurement
6 Manage Enterprise HCM Information. The start date must Manage Enterprise HCM Information This is a one time definition of the top
point to 1/1/1951 so that any employee record, who has Enterprise. To be done only in the
joined in the year 1960 can even be pulled into the system. beginning of enterprise structure
Ensure People Group Flexfield is populated. configuration..

7 Create Locations Manage Locations a01_loc_0 , 1 and 2

8 Create our Legal Address Manage Legal Address a01_legal_Addr1
9 Manage Legal Entity Manage Legal Entity
10 Manage Legal Entity HCM Information. Select the LE in Manage Legal Entity HCM Information
11 Manage Chart Of Accounts Value Sets Manage Chart Of Accounts Value Sets a01_CO , Ind , Char, Length :2
a01_Dept , Ind , Char, Length :3
a01_Acct , Ind , Char, Length :4
12 Manage Accounting Calendars. It self validates , upon Manage Accounting Calendars Name : a01_Acctg_Cal
saving.
Budgetary Control Only : NIL
Monthly, Adj period at year end
13 Manage Chart Of Account Structures. For Application Manage Chart Of Accounts Structures Name : a01_COA
General Ledger…Manage Structures. Attach the
respective value sets.
Segments :
a01_Company….. Primary Bal. Seg
a01_Dept…. Cost Centre
a01_Account….. Natural Account
14 Manage Structure Instances Instance Code : a01_COA
15 Deploy Flexfield Concurrent runs.
16 Manage Chart Of Accounts Value Sets…. query all value Manage Chart Of Accounts Value Sets CO : 10,11
sets and add values Dept : 100, 101
Acct : 1000, 1 ,2 , 3
17 Manage Primary Ledgers Manage Primary Ledgers Primary Ledger : a01_Ledger
COA : a01_COA
Cal : a01_Acctg_Cal
Cur : USD
Convention : Standard Accrual
18 Specify Ledger Options Manage Primary Ledgers in FSM Specify Retained earnings Account and
language. Save
19 Assign Legal Entities…Select and Add Scope is selected as a01_LE
20 Assign Balancing Segment Values to Legal Entities:
a01_Ledger
21 Review and Submit Accounting Configuration: a01_Ledger Submit. Create Accounting process is
submitted.
22 Manage Primary Ledgers Manage Primary Ledgers Look at the status “confirmed” with a tick
mark for our Ledger
23 Manage Business Units Manage Business Unit Create a01_BU1..Location : a01_Loc1 ,

24 Assign Business Unit Business Function. Upon saving the Assign Business Unit Business Function Scope : Select and add : a01_BU1
BU roles get provisioned to the BU
Business functions :
Materials Management
Requisitioning
Receiving
Primary ledger : a01_ledger
Below legal entity …Enabled
Legal entity : a01_LE
25 Manage Business Unit Set Assignment. Here use the Manage Business Unit Set Assignment We use Common set for the three
common set for procurement. Other modules may use a Reference data Objects Locations, Jobs
different Reference Data sets for their functionality. and Departments. Do not modify others.

26 Manage Business Units..Go to Actions…Manage Service Manage Business Unit View the service providers
providers
27 View Service clients Manage Business Unit View Service Clients
28 Manage Facility Shifts. Inventory orgs allows 24 hour Manage Facility Shifts Name : a01_facility_Shift
transactions, irrespective of the 8 hours of work defined
here.
29 Manage facility workday Patterns Manage Facility Workday Patterns Name : a01_Work_Day_Pattwern
30 Manage facility Schedules Manage Facility Schedules Name : a01_Schedule
31 Manage Inventory Organisation Manage Inventory Organizations Name : a01_Master_Org / Code a010
32 Create two Child orgs in the same page Manage Inventory Organisation Name : a01_Inv1 / Code a011
Name : a01_Inv2 / Code a012
33 Tie org to locations for all the three orgs Manage Locations
34 Create sub Inventories for both Child Orgs Manage Subinventories and Locators
35 Manage Job Manage Job a01_JM Level : 1001
a01_AM Level : 1002
a01_DM Level : 1003
36 Manage Department Manage Departments a01_Dept
37 Manage Positions. They are date effective names. It must Manage Positions a01_JMM
show your above jobs. If not, change the start date to
point to Enterprise start date a01_AMM
a01_DMM
38 Create users Manage users a01_emp1 2 and 3 with respective jobs.
Associate Madras and Bombay residence
locations for emp2 and 3
39 Assign Positions and Managers for Employees 1 2 and 3 My Client Groups - Person Management

40 Assign Roles to all the 3 Procurement Requestors. Provision all rolls to the first user.
Application Implementation Consultant

IT Security Manager
Employee
Advanced Procurement Requester
Inventory Manager
Receiving agent
Warehouse Manager
a01_Human Specialist
Procurement Manager
Accounts Payables Manager
Accounts Payables Supervisor
Accounts Payables Specialist
Product Data Steward
Supplier Manager
Supplier Administrator
General Accountant
General Accounting Manager
41 Login as a01_emp1
42 Specify Supplier numbering Specify Supplier Numbering Specify the start number of Suppliers

43 Manage task Configuration for Procurement Manage Task Configurations for Procurement Seeded tasks for approvals. No need to
change. Change notification, if required.

44 Manage sub Ledger Accounting options Manage Subledger Accounting Options Query for your ledger. Expand your ledger
. Click on Update option. Against
Transaction Account
Defenitionfield..Choose Purchasing TAB
Default Accounting.
45 Manage Payment Terms Manage Payment Terms Add our reference Data set
46 Manage Transit Timea Manage Transit Times
47 Create Carrier Manage Carrier
48 Manage Freight terms Manage Freight Terms Lookup
49 Manage Purchase Profile Options Manage Purchasing Profile Options All profiles are of lesser importance
50 Manage Procurement Document Numbering Manage Procurement Document Numbering PR and Purchase Agreement Numbers are
BU specific. PO numbers are Legal Entity
Specific
51 Manage Purchasing Line Types Manage Purchasing Line Types Ensure Goods and Fixed Price services
are there. Set it to 3 way- Receipt

52 Manage Document Styles Manage Document Styles Manage document Style

53 Manage Lifecycle Phases Manage Lifecycle Phases A01_Production
54 Manage item statuses Manage Item Statuses Retain the def statuses of Active and
inactive
55 Transaction Reasons Manage Inventory Transaction Reasons

56 Manage Common Options for Payables and Procurement. Manage Common Options for Payables and
57 Configure requisitioning Business Function Configure Requisitioning Business Function

58 Configure Procurement Business Function Configure Procurement Business Function

59 Ensure Data Governance and Data consolidation are

60 Creation of a template for Item Creation Manage Item Classes Creation of a template for Item Creation

61 Item Creation in PIM Create Item In Product mgmt - Product

Information Mgmt
62 Try to make a Miscellaneous Receipt Supply Chain Execution - Inventory Our org will not appear
Management
63 Provide Data Aqccess for both the Orgs for Inventory Manage Data Access for Users For Inventory Manager
Manager
64 Try to make a Miscellaneous Receipt Supply Chain Execution - Inventory It will fail … as the Offset account is not
Management set
65 Set the Offset Account in Manage Mapping Set Manage Mapping Set Set the Offset Account for Cost
Management
66 Try again making a Miscellaneous Receipt Supply Chain Execution - Inventory It will succeed
Management
67 Verify Stocks Supply Chain Execution - Inventory Under Item Quantities
Management

68 Failure on creation of a Purchase Requisition Charge and Variance Accounts are

missing
69 Explanation of Procure to Pay Business Process Procure to Pay Life Cycle
70 Setting Manage Mapping set for Cost management for PR Manage Mapping Set in FSM ( Cost Specify Material Charge Account and
creation for Asset Item Management ) Invoice Price Variance Account
71 Create a Supplier Manage Supplier Approvals Set the Approval to Automatic…in
Manage Internal Supplier Registration
Approvals
72 Creation of a Purchase Order Purchasing - Purchase Orders During validation … it will throw an error
that Accrual Account is missing.

73 Set the Accrual Account Manage Mapping Set in FSM ( Cost Specify Accrual Account - Organisation
Management )
74 Validate Purchse Order Purchasing - Purchase Orders It will have no errors.
75 Approve Purchase Orders Purchasing - Purchase Orders It will go to Open Status
76 Receive in Receiving Section and Put Away in Inventory Supply Chain Execution - Inventory Under Receiving. It needs a Data Access
Management
77 Provide Data Access for Receiving Agent , WareHouse Manage Data Access for Users Inventory needs 4 Data Access
Manager and Shipping Manager
 78 Receive in Receiving Section and Put Away in Inventory Supply Chain Execution - Inventory Verify Stocks in Item Quantities
Management

Product Data Hub Work Sheet

S.No Description Task Remarks
79 Create a Legal user Manage Users User name : p051_emp1, Use Vision
Entities : US1 Legal Entity , US1 Business
Unit
80 Add PIM Roles to User Tools - Security Console Add the below roles and reset the
password
Application Implementation Consultant

IT Security Manager
Employee
Product Data Steward
Product Manager
Inventory Manager
Receiving Agent
Warehouse Manager
Shipping Manager
81 Run Import User and Role Application Security Data Import User and Role Application Security No parameters
Data
82 Run LDAP Retrieve Latest LDAP Changes No parameters
83 Login with the above user
84 Create Location Manage Locations p05_master_org_location
p05_child_org_location
85 Create Inventory orgs for the same Vision Entities : US1 Manage Inventory organization p05_master_org / p050
Legal Entity , US1 Business Unit
p05_child_org / p051
86 Tie Locations to Organisations Manage Locations Tie both p05 locations to the respective
inv Orgs.
87 Create Sub Inventory Manage Subinventories and Locators p051_RMS for the child org p051
88 Enable Governance and Consolidation in produc Offerings In FSM …Actions - Go to Offerings - Product Enable Data Governance and Data
Management … Opt In Features consolidation

89 Provide Data Access for Inv Mgr , Rec Agent , Warehouse Manage Data Access for Users For the user p051_emp1
Mgr and Shipping Mgr

90 Create Item Class Manage Item Class p05_Laptop

91 Edit the above item class Manage Item Class In Item Management .. Item Number
Generation Method = Sequence
Generated
Starting Number = 1000
Prefix = p05_
Increment by = 10
Item Description Generation Method =
User Defined
92 No NIR No tick on …Enable New item request

93 Query the template Purchased Item for the org p050 for Templates and Formats in the above Item Query for p050 org Purchased Item
root Item Class Class template
94 Copy into p05_Purchased Item template for our Item class Copy the above into p05_Laptop Item
Class with a new name p05_Purchased
Item and set as default

95 Set all default attributes

96 Create Item Classes as p05_i3_Laptop below p05_Laptop Manage Item Class Item Number and Description …inherited
from parent
97 Similarly create Item Classes p05_i5_Laptop below the Manage Item Class p05_i5_laptop
Item Class p05_Laptop
Manage Item Class In Item Management .. Item Number
Generation Method = Inherited and
Description - Inherited.
98 Similarly create Item Classes p05_i7_Laptop below the p05_i7_laptop
Item Class p05_Laptop
99 Create Attribute Group Manage Item Attribute Groups and Attributes

p05_Laptop_General_Specs_Display
100 Create Attributes with values Context is Item. for Battery and for Graphics Display Name :

p05_Laptop_Common
p05_Battery 3 Hours and 4 Hours Context Name : Item , Style to SKU and
Master to Child are inherited.
p05_Graphics 1 K Resolution and 2 K Resolution View and Edit Privilages as None

101 Create Attribute Group as Manage Item Attribute Groups and Attributes Under p05_i5_Laptop Item Class , create
this attribute group
p05_Laptop_i5_Specs_Display
102 Create Attributes with values
p05_Display Free Form …Numbers
p05_Colour LOV ..Radio Button
p05_RAM Size LOV ..8 GB and 16 GB
p05_State Drop Down List TN , Maharashtra
p05_District For TN Salem and Erode and for
Maharashtra Pune and Thane
p05_Pay_terms Table

103 Population of Table Values From Clause FND_ID_FLEX_STRUCTURES_VL

Value column Name ID_FLEX_STRUCTURE_NAME
Description column Name
ID Column Name to_char(ID_FLEX_NUM)
 WHERE caluse id_flex_code = 'PPG' and enabled_flag='Y'

Order BY Clause ID_FLEX_STRUCTURE_NAME

104 Associate Attribute groups to Pages Manage Item Class . Edit p05_Laptop Item Query p05_Laptop_general_Specs
Class. Within it.. Navigate to Pages and Attribute Group and add.
Attribute Groups.
105 Create the page Click on Pages and Create a page.
p05_Laptop_General_Specs_Page
Add the Attribute Group
p05_Laptop_General_Specs to this page

106 Associate Attribute groups to Pages Manage Item Class . Edit p05_i5_Laptop Item Query p05_Laptop_i5_Specs_display
Class. Within it.. Navigate to Pages and Attribute Group and add.
Attribute Groups.

107 Create the page Click on Pages and Create a page .

p05_Laptop_i5_Specs_Page
Add the Attribute Group
p05_Laptop_i5_Specs_Display to this
page
108 Deploy changes Deploy Item Extensible Flexfields For EGO or for Item

109 Create Item Item Class will not appear

110 Add function Security and Data secutity for Manage Item Class In Security tab …add product Data
p05_Laptop_i5_laptop Item Class for org p050 Steward with all actions …below for org
p050
111 Assign to Child Org It will say …you do not have permission
112 Add function Security and Data secutity for Manage Item Class In Security tab …add product Data
p05_Laptop_i5_laptop Item Class for org p051 Steward with all actions …below for org
p051
113 Change master to Child from Inherited to Defaulted Manage Item Attribute Groups and Attributes We can now edit Item attributes in Child
Org
114 Deploy changes Deploy Item Extensible Flexfields For EGO or for Item
115 Check for editing of Item attributes in Child Org Editing is possible for Child Item Class
Page only.

Validation rule

116 Create p05_master_rule_set Manage Item rule sets Composite = Yes , Type = Mixed
117 Insert the above into MASTER_RULE_SET
118 Create a validation Rule set Type = Validation
Association Type = Attribute group
119 p05_DISPLAY_validation Choose i5_Laptop_specs_display
Save and Continue
Create name with Reject
p05_DISPLAY_validation
If Expression …Insert Attribute
[Item].[p05_Laptop_i5_Specs_Display].[p0
5_Display] < 14
Validation Condition = false
User message = It must be greater than 8

Validate
120 Insert p05_RAM_SIZE_validation into p05_master_rule_set

121 Check the above condition by creating a new item

122 Change the Reject to Warning in Rule set
123 Test the scenario. It must give a warning . But it will save.

Assignment Rule

124 Create a Assignment Rule set Manage Item rule sets Type = Assignment
Association Type = Item Class
125 p05_List_price_Assignment Choose p05_i5_Laptop
save and Continue
Create Name :
p05_List_Price
Return type = Generic
Target = Item
Target Attribute Group = Purchasing
Target Attribute = List price
If Expression = true
Then =
[Item].[p05_Laptop_i5_Specs_Display].[p0
5_Display] > 14
Return value = 12
User value = List price set to 12
126 Insert p05_List_price_Assignment into
p05_master_rule_set
127
128 Create an Item , Set RAM Size more than 5
129 List Price will be set to 12

Description Concatanation

130 Create a rule Manage Item rule sets Type = Assignment

Association Type = Item Class
131 p05_Description_Concatanation Choose p05_i5_Laptop
Add a Rule
Create Name :
 p05_Description_Concatanation
Return type = Item description

If Expression = true
THEN = true
Return value
Desc Concat +
[Item].[p05_Laptop_General_Specs_Displ
ay].[p05_Battery] +
[Item].[p05_Laptop_i5_Specs_Display].[p0
User message : Description Concatanated

132 Insert p05_Description_Concatanation into

p05_master_rule_set
133 Item Description Generation Method = Rules generated Manage Item Class Associated Rule Set =

p05_Description_Concatenation

134 Create an Item and check for Description Concatanation

NIR Approvals - Automatic

135 Go to BPM for Supply Chain Manage Task Configurations for Supply Chain
Management
136 Query for the task NewItemRequest for Approval NewItemRequestApprovalTask
137 Bring it to Edit Mode
138 In Assignees … disable all except the first
139 Choose the one which has Business Rule
140 Delete all existing rules
141 Delete the IF and Then conditions
142 IF Condition : 1 is 1
143 In then condition … Add Approver
144 Supervisory
145 No of Levels = 1
146 Starting participant HierarchyBuilder.getPrincipal(Task.ownerUse
r,-1,"","")
147 Top Participant HierarchyBuilder.getPrincipal("workflowsyste
m",-1,"","")
148 Auto Action Enabled = True
149 Auto Action = "APPROVE"
150 Validate … Save and Commit
151 Close BPM Worklist

152 Set the NIR work Flow Manage New Item Request Type Details On Open... change the Automatic
promotion Status to Approval
On Approval …Rule Based ..One
Additional Notes
Attachment
153 Enable new Item Request on Item Class
154 Create an an item for our Item Class and submit
155 Create New item Request
156 Submit

157 Monitor New Item Requests Manage New Item Requests Under Data Governance
158 Go to Action Log
159 Since Apppoval is Automatic … it will get promoted to
Scheduled and then to Completed

160 Monitor New Item Requests Manage New Item Requests Under Data Governance

161 Query the status of the Item as Approved Item is Approved under NIR

Definition Phase

162 In Item Class

163 Provide Definition Work flow details
164 Assignee Type = Person
165 Response Required from = One
166 Assigned to = User Name
167 Business Entity = Item Operational Attributes
168 Associated Entity = Inventory
169 Required Definition values = Choose two
170 Save and Close

171 Introduce the Definition Phase Manage New Item Request Type Details
172 In WorkFlow …Automatic promotion Status of Open to
…Definition
173 Default Assignee to the preferred user
174 That user must have the role Product Data Steward

175 Create a New Item and submit

176 Monitor New Item Request from Data Governance
177 Login as the Assinee for Definition Phase
178 Go to Tools - Worklist ( Approvals ) and open the
notification
179 Go to Task
180 Make changes to Item Attribute and Save
181 Mark Complete
182 In Action Log .. It would have got promoted to Approval
183 Since Apppoval is Automatic … it will get promoted to
Scheduled and then to Completed

184 Monitor New Item Requests Manage New Item Requests Under Data Governance

185 Query the status of the Item as Approved Item is Approved under NIR

Approval Using Approval Group

186 Bye pass the Definition Stage Manage New Item Request Type Details

187 Create Approval Group for 2 employees Manage Approval Groups

188 Go to BPM for Supply Chain Manage Task Configurations for Supply Chain
Management
189 Query for the task NewItemRequest for Approval NewItemRequestApprovalTask
190 Bring it to Edit Mode

191 Delete the Automatic Approval

192 Create Approval … by Approval Group
193 Save and commit

194 Set the NIR work Flow Manage New Item Request Type Details On Open... change the Automatic
promotion Status to Approval
On Approval …Rule Based .. All
Additional Notes
Attachment

195 Create an item and Submit Create new Item Request …next
Request Name : p05_laptop_NIR
Neded by Date = Tomorrow
Save and Edit
Submit

196 Approve from both the Approvers login

197 NIR will get promoted to Scheduled and Completed

198 Monitor New Item Requests Manage New Item Requests Under Data Governance

199 Query the status of the Item as Approved Item is Approved under NIR

Change Orders
200 Manage Item rule sets Type = Validation
Association Type = Item Class
Display Name : p05_Change_order_test

Choose i5_Laptop_specs_display
Save and Continue
Create name p05 change order rule with
Severity as Needs Approval
p05_Change_Order
Document Standard Change
Enforce
If Expression …Insert Attribute
changed([Item].[p05_Laptop_i5_Specs_Di
splay].[p05_Colour]) or
Validation Condition = false
User message = Any changes … needs
approval
Validate

201 Insert p05_change_order_test into p05_master_rule_set

202 Manage Change Order Types

203 For Document Standard Change
204 In Status : Approval... Assignee Type = Set it to SCM15.student
person

205 Under Change Management ..set Default Change order Manage Item Class
Type = Document Standard Change

206 Change the attribute of the above approved item

207 Observe the change in Manage Change orders Under Data Governance

208 Submit

209 Approve from scm15.student