This tutorial deals with Oracle Fusion Financials and how it functions. In this tutorial we will look at an overview of the Functional Setup Manager (FSM) in Oracle Fusion.

The Functional Setup Manager (FSM)

The Functional Setup Manager (FSM) in Oracle Fusion is a centralised place where configurations are done for the user. It is also called the Setup and Maintenance work area.

The Oracle Fusion Functional Setup Manager enables rapid and efficient planning, implementation, and deployment of Oracle Fusion Applications through self service administration.

By using the Functional Setup Manager, the organisation can:

• Learn and analyse implementation requirements of Oracle Fusion Applications.

• Configure Oracle Fusion Applications to match the organisation’s business needs.

• Get complete visibility to setup requirements through guided and sequential task lists.

• Enter setup data through user interfaces available directly from the task lists.

• Export and import to rapid start functional setup at different instances.

• Validate setup by reviewing setup data reports.

The Functional Setup Manager is used to implement all Oracle Fusion Applications through a standard and consistent process.

In addition, the Functional Setup Manager allows application developers to manage application design objects, which are the core components of Oracle Fusion Applications, and to add and modify the functionality of the Oracle Fusion Applications.

Navigating to the Functional Setup Manager

There are two ways to navigate to the Functional Setup Manager:

• Through the Navigator menu

  1. Click on the Navigator icon in the Global Area on the top of the application (circled in the screenshot below).

  2. Go to Tools -> Setup and Maintenance

Fig, 1 - The Navigator icon in the Global Area is circled

• Through the Settings and Actions menu

  1. Click on the name of the user with which you have logged into the application.

  2. On the Settings and Actions menu, go to Administration -> Setup and Maintenance.

An important point to note about the Functional Setup Manager is that it is role driven. This means that it can only be accessed by the users who have administrative privileges. Not every user can configure the application using the Setup and Maintenance work area.

Specifically, a user with either of the two roles, Application Implementation Consultant or Application Implementation Manager, can configure the application by using the Functional Setup Manager.

The Setup and Maintenance Work Area

When you navigate to the Setup and Maintenance work area by either of the two methods shown above, you will be taken to the Setup and Maintenance home page.

If you click on the Getting Started link under Implementations from the task list on the left, a sequence of the implementation process will be shown: Plan, Configure, Implement, Export and Import, Transact, and Maintain. You can click on the links below each step of the process to perform the respective tasks.

Fig. 2 - Getting started with Oracle Fusion Applications - Setup and Maintenance

1. Plan
   Here, you plan all of the details of the application.

2. Configure
   The details of the application are configured. The task is Configure Offerings, where you configure the settings of the features of the application.

3. Implement
   The various projects of the application, called “implementation projects,” are managed using the Manage Implementation Projects task.

4. Export and Import
   Here, the configuration settings can be imported and exported between different instances, as long as they are of the same version or patch level. The task is Manage configuration Packages.

5. Transact
   The actual transaction takes place. The “transactions” is nothing but the actual operation of the application to be run.

6. Maintain
   Maintenance such as reports, error checking, etc. can be done by using the Perform Maintenance Tasks task.

Offerings

The first step is to choose the offerings to be implemented. When you scroll down from the implementation process, you will be able to see a variety of “offerings” available that can be implemented in the application. Click on each of the offering’s name to view the contents and documents related to that offering.

Configure Offerings

In order to configure the settings of the offerings that are required, go to the Configure Offerings task under Implementations from the task list on the left.

You will see that the offerings that have been installed will have their Provisioned field set to Yes. This means that the offering has been provisioned for the user.

In order to use the offerings and the tasks associated with it, the checkbox under the Enable for Implementation field has to be checked. Note that checking the parent (Financials) checkbox alone is not enough. You will have to expand the offering name to view the subdivisions, and then check each box individually in order to have that component enabled for implementation.

Fig. 3 - The ‘Financials’ offering on the Configure Offerings page

There are three levels to the offerings and their modules. They are the offering itself, its options, and the features.

To select the choice of features available in the offering, click on the pencil icon (circled in the screenshot below) under the Select Feature Choices column.

Fig. 4 - The three levels of the offerings

After selecting the checkboxes of the required features, click on the Save and Close button.

(The next tutorial deals with the next step of Setup and Maintenance, which is Managing Implementation Projects)

Krishnaa Lakshmanan

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