In this article, we will begin a brand new Fusion Financials implementation using a step by step approach. Before you follow this article, I assume that you would have created a super admin user using one of my previous articles on this website. That superuser would give you access to all the screens and processes, thus allowing you to smoothly configure the system for use.

You will learn the following in this article

1. Creation of offering, which is similar to modules

2. Creation of project in Fusion Financials

3. Planning the tasks to imlpement Fusion Financials

Assign due dates, resources to these tasks

First, let us create an offering. An offering is like a module in Oracle EBS. Just as the modules contain features, here in Fusion Financials, the Offerings contain features as well. For example, in Fusion Financial Accounting Hub, creation of localizations is a feature, Legal Entity assignment to Accounting Configuration is a feature, Secondary Ledger Accounting is a feature. For those coming from Oracle EBS background, please note that General Ledger is a part of the Fusion Accounting Hub feature. Therefore don’t be surprised if you do not see an offering for the General Ledger in Fusion. This becomes an inherent part of Fusion FAH implementation.

Login to the Fusion Financials home page, and click Configure Offerings.

Next, enable the desired offering for Implementation.

We need to implement Fusion Accounting Hub, and therefore we will select this option. In Fusion, GL is a part of FAH
Fusion Application creates an outline of guided steps that you ned to follow to implement Fusion Accounting Hub or any other offering. In this case we click on FAH

Next, you will be able to see the offering contents, the features available, and the tasks for this offering. You can click on PDF of HTML version of the icons as shown below

You will be guided through the documentation for the offering that you have selected

We will open HTML documentation

Click on html link above to see the documentation of all the tasks

Now, coming back to Offerings, save the offerings, and click Yes when prompted to save.

Next, select the features within the offering that you wish to implement. Within the offering, you are then asked to select the features that you wish to implement. The selected feaures are the features that you will configure.

Now that we know what we need to implement, next we need to say who will implement which pieces of tasks and by when. For this, you need to create a project within Fusion Applications. Click on "Manage Implementation Projects"

Next, we will create the first implementation project by clicking on the create Icon

Give your project a user friendly name. First create a project, and assign this to a user.

Within this project we include the offering/module that we wish to implement. I am selecting the Fusion Accounting Hub option

Now, you can see all the tasks that are available within this project. This task list is automatically created by the system, however you can edit the list of tasks within the project.

Next, you can drilldown straight from the Implementation task into the screen if you wish, and begin configuring the system

You can add new tasks if required
Click on Actions
- Select abd Add

You can drill down into the documentation of each task

In the next article, we will start implementing these tasks.

Anil Passi

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