Navigator

Navigator & Menu Items

Users and Roles

Login to Fusion

Accessing Security Console

Creating Users

Assigning Roles

Verifying Roles Assigned

Implementation Project

Logging into Fusion

Configure Offerings

Creating Implementation Project

Selecting Offerings

Accessing Task List

Performing Tasks

Accessing Navigator Menus

… More about Impl. Project

Creating Legal Entity

Creating an Address

Creating a Legal Entity

Registering a Legal Entity

Chart of Accounts

Creating COA Value Sets

Defining COA Structure

Defining COA Structure Instances

Deploying Flexfield

Defining COA Values

Importing COA

Understanding FBDI

Prepare Values in Spreadsheet

Prepare Hierarchies in Spreadsheet

Generate CSV and ZIP Files

Upload Datafile

Load Datafile to Interface Table

Import Values from Interface

Import Hierarchies from Interface

Verify COA Values & Hierarchies

Defining Calendar

Generate Calendar

Defining Ledgers

Defining Primary Ledgers

Assigning Legal Entities

Setting up Ledger Options

GL Roles

Generating Roles

GL Roles in Security Console

Assigning Roles

…More GL Setups

GL Setup Validation

Open First Period

Enter and Post Journals

Creating Business Units

Creating Business Units

Business Unit Functions

Business Unit Reference Data Sets

Banks Branches & A/cs

Creating Bank

Creating Branches

Creating Bank Accounts

Payables Settings

Payables and Procurement Options

Payables Settings

Payables & Procurement Options

Setting up Invoice Options

Setting up Payment Options

Payment Methods

Payment Terms

Payment Documents

Payment Process Profiles

Distribution Sets

…More Payables Setups

Procurement Agents

Employee, User & Proc. Agent

Roles for Procurement Agents

Procurement Agents & Suppliers

AP Roles

Generating Roles

AP Roles in Security Console

Assigning Roles

Suppliers

Creating Suppliers

Entering Supplier Addresses

Creating Supplier Sites

Supplier Site Assignments

Payables Invoices

Entering AP Invoices

Invoice Validation

Invoice Accounting

Payments

Pre-requisites

Creating Payment

Payment Accounting

Creating Business Units

Creating Business Units

Business Unit Functions

Business Unit Reference Data Sets

Receivables Setups

Receivables System Options

Receivables Activities

Auto-Accounting

Transaction Types

Transaction Sources

Remit to Addresses

Receivables Setups…

Banks, Branches, Bank Accounts

Receipt Classes & Receipt Methods

Receipt Sources

…More AR Setups

AR Roles

Generating Roles

AR Roles in Security Console

Assigning Roles

Customers

Pre-requisties

Creating a Customer

Creating Address

Creating Address Purpose

Sites & Reference Accounts

AR Invoices

Opening First Period

Creating Invoice

Completing Invoice

Invoice Accounting

Asset Key Flexfields

Asset Category Flexfield

Asset Key Flexfield

Asset Location Flexfield

Setting up Flexfields

Creating Assets Value Sets

Creating Flexfield Structures

Creating Flexfield Structure Instances

Deploying Flexfields

Assets Setups

System Controls

Fiscal Years

Calendars

Pro-rate Conventions

Depreciation Methods

Asset Books

Category Combinations

Key Combinations

Location Combinations

…More Asset Setups

Assets Roles

Generating Roles

FA Roles in Entitlements Server

FA Roles in Identity Manager

Assigning Roles

Assets Setup Validation

Open First Period

Add an Asset

Calculate Depreciation

Asset Accounting

Cash Management

Cash Management Setups

Banks, Branches & Bank Accounts

Creating Bank Transaction Codes

Entering Bank Statements

Entering Bank Statement Lines

Entering Receipts and Payments

…More CM Setups

Manual Reconciliation

Match Receipts

Match Payments

Auto Reconciliation

Enter Bank Statements, Lines

Enter Receipts, Payments

Setup Matching Rules

Run Auto Reconciliation

Validate Unreconciled Items

Reference Data Sets

Concept

Sharing/Partitioning Data

Creating Reference Data Sets

Assigning Ref. Data Sets

Data Elements & Ref. data Sets