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Functional Setup Report Date: 5/24/16 3:19 AM

Setup Task Lists and Tasks


Financials Page: 1 of 479

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Required
Product

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Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
1 Define Common Applications Task Define the Financia Financia Y N
Configuration for Financials List configuration for ls ls
common setup Commo
such as users, n
enterprise and Module
HR structures,
security, and
common
reference
objects for
Oracle Fusion
Financials.
2 Define Synchronization of Task Run a process HCM HCM Y Y
Users and Roles from LDAP List to populate the Commo
product tables n
containing user Architec
and role ture
information with
the users and
roles held in
LDAP. This
process is
always the first
implementation
task but can
also run
periodically to
keep the
product tables
synchronized

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Product

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Family

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Level

ADF Task
Task List / Task Type Description Product Flow Web Service
with
subsequent
updates to
LDAP.

3 Run User and Roles Task Batch process Global HCM Y Y hcmCo HCM /WEB-
Synchronization Process to Synchronize Human re Core INF/oracle/app
User and Roles. Resourc Proces s/hcm/users/p
es ses ublicEssUi/flo
w/SyncUserR
oleFlow.xml#S
yncUserRoleFl
ow
2 Define Implementation Task Create Oracle Commo Y Y
Users List implementation Middlew n
users and roles. are
Provision Extensio
implementation ns for
users with job Applicati
and data roles. ons
3 Create Implementation Task Create user N Y admin Oracle faces/pages/S
Users accounts for Identity elf.jspx
implementation Manag
users. ement

3 Create Data Role for Task Create a data N Y hcmCo HCM /WEB-
Implementation Users role based on reSetu Core INF/oracle/app
the Human p Setup s/hcm/security
Capital /ui/flow/Manag
Management eDataRolesFl

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Enterprise

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Application ow.xml#Mana
Administrator geDataRolesF
job role to view low
all security
profiles so a
single user will
be able to
perform all
required Human
Capital
Management
setup steps.
This role
combines
granted
entitlements
with
unrestricted
access to the
setup data
relevant to the
tasks performed
by this role.
3 Provision Roles to Task Provision N Y admin Oracle faces/pages/S
Implementation Users implementation Identity elf.jspx
users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Enterprise Structures Task Access your Financia Financia Y N
for Financials List enterprise ls ls
organization, Commo
such as legal n
entities, legal Module
jurisdictions and
authorities, and
business units,
and specify
their use in
Oracle Fusion
Financials.
Define the
accounting
configuration
and chart of
accounts that
serve as a
framework for
how financial
records are
maintained for
an organization.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define Initial Configuration Task Use a guided HCM HCM N Y
List process to Configur
configure and ation
represent the Workbe
enterprise nch
structures
including
divisions, legal
entities, jobs,
and positions.
Review the
requested
structures and
run an
automated load
process to
implement the
workforce
structures.
4 Establish Enterprise Task Determine the HCM HCM N Y hcmCo HCM /WEB- oracle.apps.h Enterpris
Structures high-level Configur reSetu Core INF/oracle/app cm.enterprise e
structures of the ation p Setup s/hcm/enterpri Setup.configu Configur
enterprise using Workbe seSetup/confi rations.enterp ation
an interview nch gurations/ente riseConfigura
style process. rpriseStructure tionService.E
s/ui/flow/Enter nterpriseConf
priseStructure igurationServi
sConfigFlow.x ce
ml#Enterprise
StructuresCon
figFlow

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define Reference Data Task Specify how Oracle Commo N Y
Sharing List reference data Middlew n
in the are
application Extensio
should be ns for
partitioned and Applicati
shared. ons
4 Manage Reference Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Data Sets manage sets for Middlew n up tions INF/oracle/app nd.applcore.s on
partitioning and are Core s/fnd/applcore/ etid.webservi Referen
sharing Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
reference data ns for low/ManageS Set
across Applicati etIdSetsTF.xm
organizations. ons l#ManageSetI
dSetsTF
4 Manage Set Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Assignments for Set reference data Middlew n up tions INF/oracle/app nd.applcore.s on
Determinant Type set are Core s/fnd/applcore/ etid.webservi Referen
assignments for Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
determinant ns for low/ManageS Set
type of Set. Applicati etIdAssignme Assignm
ons ntsTF.xml#Ma ent
nageSetIdAssi
gnmentsTF
4 Verify Data Role Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Generation roles or verify Middlew n zation cyMgr.jspx
the data roles if are Policy
already Extensio Manag
generated. ns for er
Applicati
ons

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Provision Roles to Task Provision Y Y admin Oracle faces/pages/S
Implementation Users implementation Identity elf.jspx
users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
3 Define Enterprise for Task Configure the Financia Financia Y Y
Financials List enterprise to ls ls
represent an Commo
organization n
with one or Module
more legal
entities under
common
control. Define
internal and
external
organizations to
represent each
area of
business within
the enterprise.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Enterprise Task Review and Global HCM Y Y hcmCo HCM /WEB- oracle.apps.h Enterpris
HCM Information update Human reSetu Core INF/oracle/app cm.organizati e
information Resourc p Setup s/hcm/organiz ons.enterpris
associated to es ations/core/ui/f eDetailServic
the enterprise, low/Enterprise e.migration.E
such as default ManageFlow.x nterpriseDeta
work day ml#Enterprise ilMigrationSer
information. ManageFlow vice
4 Manage Locations Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Location
manage the Human reSetu Core INF/oracle/app cm.locations.l
locations Resourc p Setup s/hcm/location ocationServic
relevant to your es s/ui/flow/locati e.migration.L
enterprise. For on_task_flow. ocationMigrat
example, create xml#location_t ionService
the locations ask_flow
where people
work as well as
the locations of
your external
organizations.
3 Define Legal Jurisdictions Task Access your list Financia Financia Y Y
and Authorities for Financials List of judicial ls ls
authorities and Commo
create or modify n
attributes Module
relevant to
Oracle Fusion
Financials.
Create and
maintain
information for

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
governing
bodies that
operate within a
jurisdiction.

4 Manage Legal Task Define the Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Jurisdictions geographic Entity ls alCom al INF/oracle/app nancials.legal Entity
area or areas Configur mon Comm s/financials/leg Entity.legalEn Jurisdicti
for which a ator on alEntity/legalE tities.jurisdicti on
legal authority ntities/ui/flow/J onMigrationS
is responsible. urisdictionSea ervice.Jurisdi
rchFlow.xml#J ctionMigratio
urisdictionSea nService
rchFlow
4 Manage Legal Task Associate a Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Authorities governing legal Entity ls alCom al INF/oracle/app nancials.legal Authority
body that Configur mon Comm s/financials/leg Entity.legalEn Party,
operates within ator on alEntity/legalE tities.partyMi Tax
a jurisdiction to ntities/ui/flow/L grationServic Authority
a legal entity for egalAuthorityS e.PartyMigrat Tax
purposes of earchFlow.xml ionService, Profile
providing legal #LegalAuthorit oracle.apps.fi
reports and ySearchFlow nancials.tax.c
financial onfiguration.p
statements. arty.partySer
vice.TaxAuth
orityTaxProfil
eService

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Legal Task Create the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Addresses address a legal Entity ls alCom al INF/oracle/app nancials.legal Address
entity uses to Configur mon Comm s/financials/leg Entity.legalEn for Legal
register with a ator on alEntity/legalE tities.partyMi Entity
legal authority. ntities/ui/flow/L grationServic and
Legal entities egalAddressS e.PartyMigrat Legal
can use earchFlow.xml ionService Reportin
different #LegalAddres g Unit
addresses for sSearchFlow
different
authorities and
hence, may
have more than
one registered
address. The
legal address
must be located
within the
territory
entered.
4 Manage Legal Entity Task Review and Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Configurator Lookups maintain lookup Entity ls alCom al INF/oracle/app nancials.com s
values for legal Configur mon Comm s/financials/co monModules. Generic
entities, such as ator on mmonModules appsLookups Lookup
registration /appsLookups/ .appsLookup
codes and legal ui/flow/Manag Service.apps
functions. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Legal Entity Task Define Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Configurator Descriptive validation and Entity ls up tions nd.applcore.fl on
Flexfield display Configur Core ex.webservic Descripti
properties of ator Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
ledgers.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Legal Entity Task Define profile Legal Financia N Y fndSet Applica oracle.apps.f Applicati
Configurator Profile Options option settings Entity ls up tions nd.applcore.p on
and values to Configur Core rofiles.webse Profile
control the time ator Setup rvice.Profile Value
zone based on WS
the legal entity
location.
3 Define Geographies Task Create and Trading CRM N Y
List manage Commu
geographies nity
and zones used Model
for real-time
address
validation and
tax calculation.
Examples
include tax and
shipping zones.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Geographies Task Manage Trading CRM Y Y crmCo CRM /WEB- Trading
geographic Commu mmon Comm INF/oracle/app Commu
entities such as nity on s/cdm/foundati nity
country, state, Model on/geographie Geograp
province, and s/publicUi/geo hy
city. Manage Admin/flow/Ge
geography oAdminManag
hierarchy eCountriesTF.
structure and xml#GeoAdmi
validations. nManageCoun
triesTF
4 Define File-Based Data Task Review and Marketin CRM N Y
Import List manage import g
objects,
external file
mappings, and
scheduling
import
processes to
import business
objects from
external data
files to staging
tables and, in
most cases, to
final base
tables.

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage File Import Task Review and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
Objects register g mmon Comm INF/oracle/app marketing.co Import
business on s/marketing/co mmonMarketi Object
objects, such as mmonMarketi ng.mktImport.
sales leads and ng/mktImport/ model.Import
opportunities, ui/flow/CreateI Service
intended for mportObjectT
import from F.xml#CreateI
external files. mportObjectT
F
5 Manage File Import Task Create and Marketin CRM Y Y crmCo CRM /WEB- oracle.apps. File
Mappings maintain maps g mmon Comm INF/oracle/app marketing.co Import
of external on s/marketing/co mmonMarketi Mapping
source file mmonMarketi ng.mktImport.
columns to ng/mktImport/ model.MktIm
target staging ui/flow/Import pMapService
table columns MappingTF.x
for use in ml#ImportMap
importing pingTF
business
objects, such as
sales leads,
customers,
contacts, and
sales catalogs.
5 Manage File Import Task Create and Marketin CRM Y Y crmCo CRM faces/mktImpo File
Activities maintain import g mmon Comm rtWorkArea Import
activities that on Activity
contain process
criteria, file
mapping, and

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Financials Page: 14 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
schedule to
import external
files containing
business
objects, such as
sales leads,
customers, and
contacts, into
staging tables.
4 Load Geography Task Manually load Trading CRM N Y
Interface Data geography Commu
interface data nity
before running Model
the geography
loader.
4 Run Geography Loader Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
monitor the Commu mmon Comm INF/Schedule Commu
process to load nity on Request- nity
geography data Model taskflow.xml# Geograp
from external ScheduleRequ hy
data providers. est-taskflow
4 Run Maintain Task Schedule and Trading CRM N Y crmCo CRM /WEB- Trading
Geography Name Referencing monitor the Commu mmon Comm INF/Schedule Commu
process to nity on Request- nity
verify Model taskflow.xml# Geograp
addresses ScheduleRequ hy
against est-taskflow
reference
geography
data.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Run Geocode Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Generation monitor the Commu mmon Comm INF/Schedule
process to load nity on Request-
geocode data Model taskflow.xml#
for addresses. ScheduleRequ
est-taskflow
4 Manage Geography Task Review and Trading CRM N Y fndSet Applica oracle.apps.f Applicati
Lookups define lookup Commu up tions nd.applcore.l on
values that nity Core ookups.webs Standar
provide choices Model Setup ervice.Looku d
related to pWS Lookup
geographies,
such as
address
validation
methods.
3 Define Legal Entities for Task Access your Financia Financia Y Y
Financials List companies or ls ls
other registered Commo
legal entities n
and specify Module
attributes
relevant to
Oracle Fusion
Financials.
Create and
maintain
information for
legal entities
and legal
reporting units

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
for business
activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Entity Task Create and Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
maintain Entity ls alCom al INF/oracle/app nancials.legal Entity
information for Configur mon Comm s/financials/leg Entity.legalEn
legal entities ator on alEntity/legalE tities.legalEnt
and legal ntities/ui/flow/L ityMigrationS
reporting units egalEntityUpd ervice.LegalE
to achieve legal ateFlow.xml#L ntityMigration
compliance for egalEntityUpd Service
business ateFlow
activities
handled by the
Oracle Fusion
applications.
4 Manage Legal Entity Task Define the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Registrations identity related Entity ls alCom al INF/oracle/app nancials.legal Entity
details of a Configur mon Comm s/financials/leg Entity.legalEn and
legal entity with ator on alEntity/legalE tities.legalEnt Legal
the appropriate ntities/ui/flow/ ityMigrationS Reportin
government or RegistrationSe ervice.LegalE g Unit
legal authorities archFlow.xml# ntityMigration Registrat
for the purpose RegistrationSe Service ion
of claiming and archFlow
ensuring legal
or commercial
rights and
responsibilities.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Intercompany Task Define legal Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Exceptions entities that Entity ls alCom al INF/oracle/app nancials.legal Entity
cannot have an Configur mon Comm s/financials/leg Entity.legalEn
intercompany ator on alEntity/legalE tities.legalEnt
relationship with ntities/ui/flow/I ityMigrationS
the legal entity ntercompanyE ervice.LegalE
being created xceptionFlow. ntityMigration
or updated. xml#Intercomp Service
anyException
Flow
4 Manage Legal Entity Task Create country- Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Financial Information specific Entity ls alCom al INF/oracle/app nancials.legal Entity
financial data Configur mon Comm s/financials/leg Entity.legalEn
for legal entities ator on alEntity/legalE tities.legalEnt
for reporting ntities/ui/flow/L ityMigrationS
purposes. EFinancialsInf ervice.LegalE
ormationFlow. ntityMigration
xml#LEFinanci Service
alsInformation
Flow
4 Manage Legal Entity Task Manage legal Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Legal
HCM Information reporting units, Human reSetu Core INF/oracle/app cm.organizati Employe
also known as Resourc p Setup s/hcm/organiz ons.legalEmp r
tax reporting es ations/core/ui/f loyerService. Organiz
units, to group low/Organizati migration.Leg ation,
employee onsMainAreaF alEmployerMi Payroll
records for tax low.xml#Orga grationServic Statutory
and social nizationsMain e, Unit
reporting. AreaFlow oracle.apps.h Organiz
cm.organizati ation
ons.payrollSt

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
atutoryUnitSe
rvice.migratio
n.PayrollStat
utoryUnitMigr
ationService
4 Manage Legal Entity Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Classific
profiles that mon Comm s/financials/tax onfiguration.p ation
contain tax on /configuration/ arty.partySer Entity
information that party/ui/flow/L vice.LegalEnt Associati
relate to a legal egalEntityTax ityTaxProfile on,
entity's ProfileSearch Service, Legal
transaction tax Flow.xml#Leg oracle.apps.fi Entity
activities. alEntityTaxPro nancials.tax.c Regime
fileSearchFlow onfiguration.p Subscrip
arty.partySer tion,
vice.LegalEnt Legal
ityTaxProfile Entity
Service, Tax
oracle.apps.fi Profile
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEnt
ityTaxProfile
Service

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Financials Page: 19 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Define Legal Reporting Task Define legal Financia Financia Y Y
Units for Financials List reporting units ls ls
such as Commo
branches, n
divisions, Module
establishments,
inventory
organizations,
and physical
locations and
associated
details which
are components
of legal entities.
5 Manage Legal Task Define legal Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit reporting units Entity ls alCom al INF/oracle/app nancials.legal Reportin
such as Configur mon Comm s/financials/leg Entity.legalEn g Unit
branches, ator on alEntity/legalE tities.legalEnt
divisions, ntities/ui/flow/L ityMigrationS
establishments, egalReporting ervice.LegalE
inventory UnitUpdateFlo ntityMigration
organizations, w.xml#LegalR Service
and physical eportingUnitU
locations, which pdateFlow
are components
of legal entities.
5 Manage Legal Task Define the Legal Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit Registrations identity related Entity ls alCom al INF/oracle/app nancials.legal Reportin
details of a Configur mon Comm s/financials/leg Entity.legalEn g Unit
legal reporting ator on alEntity/legalE tities.legalEnt
unit with the ntities/ui/flow/ ityMigrationS

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
appropriate RegistrationSe ervice.LegalE
government or archFlow.xml# ntityMigration
legal authorities RegistrationSe Service
for the purpose archFlow
of claiming and
ensuring legal
or commercial
rights and
responsibilities.
5 Manage Associated Task Define Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Business Entities associations Entity ls alCom al INF/oracle/app nancials.legal Associati
between Configur mon Comm s/financials/leg Entity.legalEn on
business ator on alEntity/legalE tities.legalAss
entities and ntities/ui/flow/L ociationMigra
legal entities or egalReporting tionService.L
legal reporting BusinessEntity egalAssociati
units for tax Flow.xml#Leg onMigrationS
calculation alReportingBu ervice
purposes. sinessEntityFl
ow
5 Manage Legal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Default
Reporting Unit Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
profiles that mon Comm s/financials/tax onfiguration.p Account,
contain tax on /configuration/ arty.partySer First
information that party/ui/flow/L vice.LegalEnt Party
relate to a legal egalReporting ityTaxProfile Registrat
reporting unit's UnitTaxProfile Service, ion,
transaction tax SearchFlow.x oracle.apps.fi Legal
activities. ml#LegalRepo nancials.tax.c Reportin
rtingUnitTaxPr onfiguration.p g Unit
ofileSearchFlo arty.partySer Fiscal

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Financials Page: 21 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
w vice.LegalEst Classific
ablishmentTa ation
xProfileServic Associati
e, on,
oracle.apps.fi Legal
nancials.tax.c Reportin
onfiguration.c g Unit
lassification.c Tax
lassificationS Profile
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEst
ablishmentTa
xProfileServic
e
5 Manage Legal Task Create country- Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Reporting Unit Financial specific Entity ls alCom al INF/oracle/app nancials.legal Reportin
Information financial data Configur mon Comm s/financials/leg Entity.legalEn g Unit
for legal ator on alEntity/legalE tities.legalEnt
reporting units ntities/ui/flow/L ityMigrationS
for reporting RUFinancialsI ervice.LegalE
purposes. nformationFlo ntityMigration
w.xml#LRUFin Service
ancialsInforma
tionFlow

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Associated Task Associate one Legal Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Balancing Segments or multiple Entity ls alCom al INF/oracle/app nancials.legal Reportin
balancing Configur mon Comm s/financials/leg Entity.legalEn g Unit
segment values ator on alEntity/legalE tities.legalEnt
to a legal ntities/ui/flow/L ityMigrationS
reporting unit to RUBalSegVal ervice.LegalE
meet the legal Flow.xml#LRU ntityMigration
reporting BalSegValFlo Service
requirements of w
specific
countries.
3 Define Financial Task Define and General Financia Y Y
Reporting Structures List maintain Ledger ls
financial
reporting
structures,
including
organization
structures,
charts of
accounts,
organizational
hierarchies,
calendars,
currencies and
rates, ledgers,
and document
sequences
which are used
in organizing
the financial

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Financials Page: 23 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
data of a
company.

4 Define Chart of Task Create and General Financia Y Y


Accounts List update account Ledger ls
structures used
to record
transactions
and maintain
account
balances.
5 Manage Chart of Task Create new or General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Value Sets review existing Ledger ls up tions nd.applcore.fl on
value sets for Core ex.webservic Flexfield
association with Setup e.ValueSetW Value
a key flexfield S Set
segment.
5 Manage Chart of Task Review and General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Structures update existing Ledger ls up tions nd.applcore.fl on Key
account Core ex.webservic Flexfield
structures that Setup e.KeyFlexfiel
support chart of dWS
accounts
structure
instances,
which are used
to record
transactions

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Financials Page: 24 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
and maintain
account
balances, or
create new
account
structures.
5 Manage Chart of Task Review and General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Structure Instances update existing Ledger ls up tions nd.applcore.fl on Key
account Core ex.webservic Flexfield
structure Setup e.KeyFlexfiel
instances used dWS
to record
transactions
and maintain
account
balances, or
create new
account
structure sets.
5 Manage Chart of Task Review and General Financia Y Y fndSet Applica oracle.apps.f Applicati
Accounts Value Set Values update existing Ledger ls up tions nd.applcore.fl on
groups of Core ex.webservic Flexfield
values assigned Setup e.ValueSetW Value
to a key flexfield S Set
segment, or
create new
groups of
values.

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Financials Page: 25 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Account Task Review and General Financia N Y fndSet Applica oracle.apps.f Applicati
Hierarchies update existing Ledger ls up tions nd.applcore.tr on Tree
ordered Core ees.webservi
groupings of Setup ce.TreeWS
accounts, and
create new
groupings.
5 Publish Account Task Generate the General Financia N Y Ledger Ledger /WEB- oracle.apps.f Applicati
Hierarchies ordered Ledger ls INF/oracle/app nd.applcore.tr on Tree
groupings of s/financials/ge ees.webservi
accounts. neralLedger/le ce.TreeWS
dgers/aggrega
tionOptions/ui/
flow/Aggregati
onOptionsLoc
alAreaFlow.x
ml#Aggregatio
nOptionsLocal
AreaFlow
5 Manage Account Task Review and General Financia N Y Ledger Ledger /WEB- General
Combinations update existing Ledger ls INF/oracle/app Ledger
combinations of s/financials/ge Account
accounting neralLedger/a Combina
flexfield ccounts/code tion
segment Combinations/
values, and ui/flow/Manag
create new eCodeCombin
combinations. ationFlow.xml
#ManageCode
CombinationFl
ow

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Financials Page: 26 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Segment Task Review and General Financia N Y fndSet Applica oracle.apps.f Applicati
Value Security Rules update security Ledger ls up tions nd.applcore.fl on
rules for chart Core ex.webservic Flexfield
of accounts Setup e.ValueSetW Value
segment values S Set
5 Manage Cross- Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.f Applicati
Validation Rules update existing Ledger ls INF/oracle/app nd.applcore.fl on Key
restrictions that s/financials/ge ex.webservic Flexfield
prevent neralLedger/a e.KeyFlexfiel
particular ccounts/cross dWS
account Validation/ui/fl
combinations ow/CrossValL
from being ocalareaFlow.
newly created, xml#CrossVal
and create new LocalareaFlow
restrictions.
5 Manage Chart of Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Chart of
Accounts Mappings update existing Ledger ls INF/oracle/app nancials.gen Account
relationships or s/financials/ge eralLedger.sh s
connections neralLedger/s aredSetup.co Mapping
between chart haredSetup/co aMappings.c
of accounts, aMappings/ui/f oaMappingsS
and create new low/CoaMappi ervice.CoaM
relationships or ngsSearchFlo appingServic
connections. w.xml#CoaMa e
ppingsSearch
Flow

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Financials Page: 27 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Chart of Task Define chart of General Financia N Y fndSet Applica oracle.apps.f Applicati
Accounts Synchronization with accounts values Ledger ls up tions nd.applcore.p on
DRM using Hyperion Core rofiles.webse Profile
Data Setup rvice.Profile Value
Relationship WS
Management.
Use integration
programs to
integrate the
values from
Hyperion Data
Relationship
Management to
the Fusion
General
Ledger.
5 Manage Messages Task Review and edit General Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
for General Ledger messages that Ledger ls up tions INF/oracle/app nd.applcore. on
are used for Core s/fnd/applcore/ messages.we Messag
Oracle Fusion Setup messages/ui/fl bservice.Mes e
General ow/ManageMe sageWS
Ledger. ssagesTF.xml
#ManageMess
agesTF
4 Define Calendars Task Create and General Financia Y Y
List update Ledger ls
groupings of
accounting
periods for
fiscal purposes.

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Financials Page: 28 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Accounting Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Accounti
Calendars update existing Ledger ls INF/oracle/app nancials.gen ng
groupings of s/financials/ge eralLedger.ca Calenda
accounting neralLedger/c lendars.acco r
periods, and alendars/acco unting.calend
create new unting/ui/flow/ arsService.C
groupings. CalendarLocal alendarsServi
areaFlow.xml# ce
CalendarLocal
areaFlow
5 Manage Transaction Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Calendars update existing Ledger ls INF/oracle/app nancials.gen Ledger
groupings of s/financials/ge eralLedger.ca Transact
accounting neralLedger/c lendars.trans ion
periods for daily alendars/trans action.transa Calenda
balances, and action/ui/flow/ ctionCalenda r
create new TransactionCa rService.Tran
groupings. lendarMainAre sactionCalen
aFlow.xml#Tra darService
nsactionCalen
darMainAreaFl
ow
4 Define Currencies Task Define the General Financia Y Y
List currencies and Ledger ls
currency rates
that your
organization
does business
in.

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Financials Page: 29 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Currencies Task Review and edit Oracle Commo Y Y fndSet Applica /WEB- oracle.apps.f Applicati
ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
currencies. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .CurrencyWS ce
ns for nageCurrencie Currenc
Applicati sTF.xml#Man y
ons ageCurrencies
TF
5 Manage Conversion Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
Rate Types update existing Ledger ls INF/oracle/app nancials.gen on Rate
currency s/financials/ge eralLedger.cu Type
conversion neralLedger/c rrencies.man
relationships, urrencies/man ageRate.curr
and create new ageRate/ui/flo enciesServic
relationships. w/CurrencyRa e.Currencies
tesManagerM Service
ainAreaFlow.x
ml#CurrencyR
atesManager
MainAreaFlow
5 Manage Daily Rates Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Conversi
update existing Ledger ls INF/oracle/app nancials.gen on Rate
currency daily s/financials/ge eralLedger.cu
conversion neralLedger/c rrencies.man
information, and urrencies/man ageRate.curr
create new ageRate/ui/flo enciesServic
conversion w/CurrencyRa e.Currencies
information. tesManagerM Service
ainAreaFlow.x
ml#CurrencyR
atesManager

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Financials Page: 30 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
MainAreaFlow

4 Define Financial Setup Task Define financial General Financia N Y


Options for China List data export Ledger ls
related setup
options for
China.
5 Create Enterprise Task Create Financia Financia N Y Ledger Ledger /WEB-
Additional Account Attributes additional ls for ls INF/Schedule
for China account Asia/Pa Request-
attributes under cific taskflow.xml#
natural account ScheduleRequ
segment. est-taskflow
5 Manage Enterprise Task Define financial Financia Financia N Y Ledger Ledger /WEB- oracle.apps.fi China
Financial Data Export Options data export ls for ls INF/oracle/app nancials.apac Deprecia
for China related options Asia/Pa s/financials/ap Localizations. tion
for enterprise. cific acLocalization financialRepo Method
s/financialRep rts.dataExpor Formula,
orts/dataExpor t.financialDat China
t/ui/flow/FinDa aExportServi Financial
taExportOptio ce.FinancialD Informati
nFlow.xml#Fin ataExportSer on
DataExportOp vice, Option,
tionFlow oracle.apps.fi China
nancials.apac Ledger
Localizations. Option
financialRepo

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Financials Page: 31 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
rts.dataExpor
t.financialDat
aExportServi
ce.FinancialD
ataExportSer
vice,
oracle.apps.fi
nancials.apac
Localizations.
financialRepo
rts.dataExpor
t.financialDat
aExportServi
ce.FinancialD
ataExportSer
vice
2 Define Ledgers Task Define the General Financia Y Y
List accounting Ledger ls
configuration
that serves as a
framework for
how financial
records are
maintained for
an organization.
This includes
the main
accounting
ledger and any
supporting
ledgers that

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Financials Page: 32 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
provide an
alternative
accounting
representation
of the financial
data.
3 Define Accounting Task Create and General Financia Y Y
Configurations List update a self- Ledger ls
contained set of
accounting
information
meant to
contain
transactions.
4 Manage Primary Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Primary
Ledgers update a self- Ledger ls INF/oracle/app nancials.gen Ledger
contained s/financials/ge eralLedger.le
accounting neralLedger/le dgers.ledger
information set, dgers/ledgerD Definitions.le
and define new efinitions/ui/flo dgersService.
information w/PrimaryLed LedgersServi
sets. gerCreateFlow ce
.xml#PrimaryL
edgerCreateFl
ow
4 Assign Legal Entities Task Associate a General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
recognized Ledger ls INF/oracle/app nancials.gen
party with given s/financials/ge eralLedger.le
rights and neralLedger/le dgers.ledger
responsibilities dgers/ledgerD Definitions.le
by legislation efinitions/ui/flo dgersService.

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Financials Page: 33 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
with an w/LegalEntity LedgersServi
accounting AssignmentFl ce
configuration. ow.xml#Legal
EntityAssignm
entFlow
4 Specify Ledger Options Task Define the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
various Ledger ls INF/oracle/app nancials.gen
additional s/financials/ge eralLedger.le
attributes for neralLedger/le dgers.ledger
the ledger. dgers/ledgerD Definitions.le
efinitions/ui/flo dgersService.
w/LedgerOptio LedgersServi
nsConsolidate ce
dFlow.xml#Le
dgerOptionsC
onsolidatedFlo
w
4 Assign Balancing Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Segment Values to Legal of account Ledger ls INF/oracle/app nancials.gen Segment
Entities segment values s/financials/ge eralLedger.le Value
to a legal entity neralLedger/le dgers.ledger Assignm
where dgers/ledgerD Definitions.le ent
transactions will efinitions/ui/flo dgersService.
be balanced for w/LegalEntity LedgersServi
each of the BSVAssignme ce
values in the ntFlow.xml#Le
segment. galEntityBSVA
ssignmentFlo
w

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Financials Page: 34 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Assign Balancing Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Segment Values to Ledger of account Ledger ls INF/oracle/app nancials.gen Segment
segment values s/financials/ge eralLedger.le Value
to a ledger neralLedger/le dgers.ledger Assignm
where dgers/ledgerD Definitions.le ent
transactions will efinitions/ui/flo dgersService.
be balanced for w/LedgerBSV LedgersServi
each of the AssignmentFl ce
values in the ow.xml#Ledge
segment. rBSVAssignm
entFlow
4 Manage Reporting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Currencies update a self- Ledger ls INF/oracle/app nancials.gen
contained s/financials/ge eralLedger.le
accounting neralLedger/le dgers.ledger
information set dgers/ledgerD Definitions.le
that differs in efinitions/ui/flo dgersService.
currency from w/LedgerRepo LedgersServi
the primary rtingCurrency ce
ledger, and Flow.xml#Led
define new gerReportingC
information urrencyFlow
sets.
4 Define Secondary Task Define the General Financia N Y
Ledgers List accounting Ledger ls
options,
processing
rules and other
ledger attributes
of a secondary
ledger, which is

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Financials Page: 35 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
an alternative
accounting
representation
of an
organization's
financial data.
5 Manage Secondary Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Seconda
Ledgers update optional, Ledger ls INF/oracle/app nancials.gen ry
additional s/financials/ge eralLedger.le Ledger
ledgers that are neralLedger/le dgers.ledger
associated with dgers/ledgerD Definitions.le
the primary efinitions/ui/flo dgersService.
ledger for an w/SecondaryL LedgersServi
accounting edgerCreateFl ce
configuration, ow.xml#Secon
and define new daryLedgerCr
such ledgers. eateFlow
5 Specify Ledger Task Define the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Options various Ledger ls INF/oracle/app nancials.gen
additional s/financials/ge eralLedger.le
attributes for neralLedger/le dgers.ledger
the ledger. dgers/ledgerD Definitions.le
efinitions/ui/flo dgersService.
w/LedgerOptio LedgersServi
nsConsolidate ce
dFlow.xml#Le
dgerOptionsC
onsolidatedFlo
w

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Financials Page: 36 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Complete Primary to Task Finalize the General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Seconda
Secondary Ledger Mapping required Ledger ls INF/oracle/app nancials.gen ry
relationships s/financials/ge eralLedger.le Ledger
and neralLedger/le dgers.ledger
connections for dgers/ledgerD Definitions.le
converting efinitions/ui/flo dgersService.
transactions w/PrimaryToS LedgersServi
from the econdaryLedg ce
primary ledger erMappingFlo
to the w.xml#Primary
secondary ToSecondaryL
ledger. edgerMapping
Flow
5 Assign Balancing Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Segment Values to Legal of account Ledger ls INF/oracle/app nancials.gen Segment
Entities segment values s/financials/ge eralLedger.le Value
to a legal entity neralLedger/le dgers.ledger Assignm
where dgers/ledgerD Definitions.le ent
transactions will efinitions/ui/flo dgersService.
be balanced for w/LegalEntity LedgersServi
each of the BSVAssignme ce
values in the ntFlow.xml#Le
segment. galEntityBSVA
ssignmentFlo
w
5 Manage Reporting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Currencies update a self- Ledger ls INF/oracle/app nancials.gen
contained s/financials/ge eralLedger.le
accounting neralLedger/le dgers.ledger
information set dgers/ledgerD Definitions.le
that differs in efinitions/ui/flo dgersService.

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Financials Page: 37 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
currency from w/LedgerRepo LedgersServi
the primary rtingCurrency ce
ledger, and Flow.xml#Led
define new gerReportingC
information urrencyFlow
sets.
5 Assign Balancing Task Associate chart General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Segment Values to Ledger of account Ledger ls INF/oracle/app nancials.gen Segment
segment values s/financials/ge eralLedger.le Value
to a ledger neralLedger/le dgers.ledger Assignm
where dgers/ledgerD Definitions.le ent
transactions will efinitions/ui/flo dgersService.
be balanced for w/LedgerBSV LedgersServi
each of the AssignmentFl ce
values in the ow.xml#Ledge
segment. rBSVAssignm
entFlow
4 Review and Submit Task Verify and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Ledger
Accounting Configuration submit the Ledger ls INF/oracle/app nancials.gen
accounting s/financials/ge eralLedger.le
configuration for neralLedger/le dgers.ledger
completion. dgers/ledgerD Definitions.le
efinitions/ui/flo dgersService.
w/Accounting LedgersServi
SetupSummar ce
yFlow.xml#Ac
countingSetup
SummaryFlow

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Financials Page: 38 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Verify Data Role Task Generate data General Financia Y Y apm Authori faces/AuthPoli
Generation for Ledgers roles or verify Ledger ls zation cyMgr.jspx
the data roles if Policy
already Manag
generated. er
4 Provision Roles to Task Provision General Financia Y Y admin Oracle faces/pages/S
Implementation Users for implementation Ledger ls Identity elf.jspx
Ledgers users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Open First Period Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi Accounti
update the Ledger ls INF/Schedule nancials.gen ng
fiscal time units Request- eralLedger.ca Period
used to report taskflow.xml# lendars.acco
financial results, ScheduleRequ unting.calend
and create new est-taskflow arsService.C
time units. alendarsServi
ce

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Financials Page: 39 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define General Ledger Task Define options General Financia Y Y
Options List that are used to Ledger ls
manage
utilization of
ledgers.
4 Manage Ledger Sets Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Ledger
update existing Ledger ls INF/oracle/app nancials.gen Set
collections of s/financials/ge eralLedger.le
ledgers neralLedger/le dgers.ledger
intended for dgers/ledgerS Sets.ledgerS
batch ets/ui/flow/Led etService.Led
processing or gerSetsLocalF gerSetServic
financial low.xml#Ledg e
reports, and erSetsLocalFl
create new ow
collections.
4 Manage Data Access Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi General
Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
collections of s/financials/ge eralLedger.sh Data
ledgers neralLedger/s aredSetup.da Access
intended for haredSetup/da taAccessSets Set
data security, taAccessSets/ .dataAccessS
and create new ui/flow/DataAc etsService.D
collections. cessSetFlow.x ataAccessSet
ml#DataAcces sService
sSetFlow

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Financials Page: 40 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Verify Data Role Task Generate data General Financia Y Y apm Authori faces/AuthPoli
Generation for Data Access roles or verify Ledger ls zation cyMgr.jspx
Sets the data roles if Policy
already Manag
generated. er
4 Provision Roles to Task Provision General Financia Y Y admin Oracle faces/pages/S
Implementation Users for Data implementation Ledger ls Identity elf.jspx
Access Sets users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Manage Suspense Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Accounts update existing Ledger ls INF/oracle/app nancials.gen Ledger
statistical s/financials/ge eralLedger.ac Suspens
quantities neralLedger/a counts.suspe e
associated with ccounts/suspe nse.suspens Account
a particular nse/ui/flow/Su eAccountSer
natural account, spenseAccoun vice.Suspens
and create new tFlow.xml#Sus eAccountSer
quantities. penseAccount vice
Flow

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Statistical Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Units of Measure update existing Ledger ls INF/oracle/app nancials.gen Ledger
statistical s/financials/ge eralLedger.ac Statistic
quantities neralLedger/a counts.statisti al Unit of
associated with ccounts/statisti cal.statistical Measure
a particular cal/ui/flow/Stat UOMService.
natural account, isticalUOMFlo StatisticalUO
and create new w.xml#Statisti MService
quantities. calUOMFlow
4 Manage Accounting Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
and Reporting Sequences update existing Ledger ls INF/oracle/app nancials.com Ledger
journal posting s/financials/co monModules. Accounti
and period- mmonModules accountingSe ng
close /accountingSe quencing.acc Sequenc
sequencing quencing/ui/flo ountingSequ ing
definitions, and w/Accounting encingServic Option
create new SequencingDa e.Accounting
definitions. shboardFlow.x SequencingS
ml#Accounting ervice
SequencingDa
shboardFlow
4 Manage Journal Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Journal
Sources update existing Ledger ls INF/oracle/app nancials.gen Source
journal origins, s/financials/ge eralLedger.jo
and define new neralLedger/jo urnalSetup.s
origins. urnalSetup/so ources.journa
urces/ui/flow/J lSetupSource
ournalSourceF Service.Journ
low.xml#Journ alSetupSourc
alSourceFlow eService

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Journal Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Journal
Categories update Ledger ls INF/oracle/app nancials.gen Categor
classifications s/financials/ge eralLedger.jo y
of journals with neralLedger/jo urnalSetup.c
similar urnalSetup/cat ategories.jour
characteristics, egories/ui/flow nalCategorie
and define new /JournalCateg sService.Jour
classifications. oryFlow.xml#J nalSetupCate
ournalCategor goriesService
yFlow
4 Manage Journal Task Review and General Financia N Y Financi Financi /worklistapp/fa
Approval Rules update rules to Ledger ls alsInte als- ces/administra
route journal gration SOA tion.jspx?
entries through
the approval
process.
4 Manage AutoPost Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Criteria Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
automatic s/financials/ge eralLedger.jo Automati
journal posting neralLedger/jo urnalSetup.a c
settings, and urnalSetup/aut utoPost.journ Posting
define new oPost/ui/flow/ alSetupServi Criteria
settings. SearchAutoPo ce.JournalSet Set
stSetFlow.xml upAutoPostS
#SearchAutoP ervice
ostSetFlow
4 Manage Journal Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Journal
Reversal Criteria Sets update existing Ledger ls INF/oracle/app nancials.gen Reversal
automatic s/financials/ge eralLedger.jo Criteria
journal reversal neralLedger/jo urnalSetup.a Set
settings, and urnalSetup/aut utoReverse.j Option

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
define new oReverse/ui/fl ournalSetupA
settings. ow/AutoRever utoReverseS
seFlow.xml#A ervice.Journa
utoReverseFlo lSetupAutoR
w everseServic
e
4 Manage General Task Define profile General Financia N Y fndSet Applica oracle.apps.f Applicati
Ledger Profile Options option settings Ledger ls up tions nd.applcore.p on
and values to Core rofiles.webse Profile
control general Setup rvice.Profile Value
ledger behavior WS
such as the
currently
selected data
access set and
the default
category to be
used for journal
entry.
4 Manage General Task Define General Financia N Y fndSet Applica oracle.apps.f Applicati
Ledger Descriptive Flexfields validation and Ledger ls up tions nd.applcore.fl on
display Core ex.webservic Descripti
properties of Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
general ledger
pages and
regions, which
are used to
capture
additional

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
journal and
other
information,
important and
unique to your
business.
4 Manage General Task Review and General Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Ledger Lookup Values update lookup Ledger ls alCom al INF/oracle/app nancials.com s
values for mon Comm s/financials/co monModules. Generic
general ledger on mmonModules appsLookups Lookup
such as /appsLookups/ .appsLookup
favorites to be ui/flow/Manag Service.apps
displayed in the eGenericLook LookupServic
currency list of upTF.xml#Ma e
values and nageGenericL
financial ookupTF
categories to be
used in OBIA
dashboard.
4 Manage Processing Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Schedules update existing Ledger ls INF/oracle/app nancials.gen Ledger
scheduled job s/financials/ge eralLedger.sh Concurr
processing neralLedger/s aredSetup.sc ent
settings, and haredSetup/sc hedules.proc Process
define new hedules/ui/flo essSchedule Schedul
settings. w/ConcProces Service.Proc e
sSchFlow.xml essSchedule
#ConcProcess Service
SchFlow

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Financials Page: 45 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Storage Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
Parameters update existing Ledger ls INF/oracle/app nancials.gen Ledger
defined s/financials/ge eralLedger.sh Storage
database neralLedger/s aredSetup.st Paramet
storage haredSetup/st orageParame er
settings, and orageParamet ters.storageP
define new ers/ui/flow/Sto arametersSer
settings. rageParamete vice.Storage
rFlow.xml#Sto ParametersS
rageParamete ervice
rFlow
4 Run Optimization Task Submit the General Financia N Y Ledger Ledger /WEB-
optimization Ledger ls INF/Schedule
processing Request-
program to taskflow.xml#
improve system ScheduleRequ
performance. est-taskflow
The program
creates or
drops indexes
for those
segments in the
chart of
accounts that
are marked for
indexing.
3 Define Period Close Task Define and General Financia N Y
Components List manage options Ledger ls
that are used as
part of the
period close.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Allocations Task Review, update, General Financia N Y oracle.apps.fi Allocatio
and Periodic Entries and create Ledger ls nancials.gen n Rule
allocation and eralLedger.jo
periodic urnals.allocati
definitions and ons.allocation
journal entries. sMigration.All
Generate ocationsMigr
journal entries ationService
from the
allocation and
periodic
definitions.
4 Manage Revaluations Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi General
update existing Ledger ls INF/oracle/app nancials.gen Ledger
calculations of s/financials/ge eralLedger.cu Revaluat
unrealized neralLedger/c rrencies.reval ion
gains and urrencies/reval uation.curren Definitio
losses on uation/ui/flow/ cyRevaluatio n
foreign currency RevalFlow.xml nService.Curr
transactions, #RevalFlow encyRevaluat
and define new ionService
calculations.
4 Manage Historical Task Review and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Historica
Rates update existing Ledger ls INF/oracle/app nancials.gen l
currency s/financials/ge eralLedger.cu Conversi
historical neralLedger/c rrencies.man on Rate
conversion urrencies/man ageRate.curr
information, and ageRate/ui/flo enciesServic
create new w/CurrencyRa e.Currencies
conversion tesManagerM Service
information. ainAreaFlow.x

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Financials Page: 47 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
ml#CurrencyR
atesManager
MainAreaFlow

4 Manage Close Monitor Task Create and General Financia N Y Ledger Ledger /WEB- oracle.apps.fi Period
Setup update Close Ledger ls INF/oracle/app nancials.gen Close
Monitor setup, s/financials/ge eralLedger.d Monitor
including the neralLedger/d ashboard.hier Setup
ledger or ledger ashboard/hier Viewer.hierVi
sets, manager, Viewer/ui/flow/ ewerService.
image, and HierarchyView HierarchyVie
account group erSetupFlow.x werService
assignments. ml#HierarchyV
iewerSetupFlo
w
2 Define Business Units Task Create and Financia Financia Y Y
List maintain ls ls
information on Commo
units of an n
enterprise to Module
allow for flexible
implementation,
to provide a
consistent entity
for controlling
and reporting
on transactions,
and to be an
anchor for the
sharing of sets

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Financials Page: 48 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
of reference
data across
applications.

3 Manage Business Unit Task Create and Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
maintain ls ls reSetu Core INF/oracle/app nancials.com s Unit,
information on Commo p Setup s/financials/co monModules. Busines
units of an n mmonModules businessUnit s Unit
enterprise to Module /businessUnits s.businessUn Detail
allow for flexible /ui/flow/BuSea itService.Busi
implementation, rchFlow.xml#B nessUnitServ
to provide a uSearchFlow ice,
consistent entity oracle.apps.fi
for controlling nancials.com
and reporting monModules.
on transactions, businessUnit
and to be an s.businessUn
anchor for the itService.Busi
sharing of nessUnitServ
reference data ice
sets across
applications.
3 Verify Data Role Task Generate data Financia Financia Y Y apm Authori faces/AuthPoli
Generation for Business Unit roles or verify ls ls zation cyMgr.jspx
the data roles if Commo Policy
already n Manag
generated. Module er

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Financials Page: 49 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Provision Roles to Task Provision Financia Financia Y Y admin Oracle faces/pages/S
Implementation Users for implementation ls ls Identity elf.jspx
Business Unit users with job Commo Manag
or data roles, n ement
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
3 Assign Business Unit Task Assign Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Business Function business ls ls reSetu Core INF/oracle/app nancials.com s
functions to be Commo p Setup s/financials/co monModules. Function
performed by a n mmonModules businessUnit Relation
business unit, Module /businessUnits s.businessUn ship,
such as /ui/flow/BuUsa itService.Busi Busines
customer geFlow.xml#B nessUnitServ s
invoicing and uUsageFlow ice, Function
order capture. oracle.apps.fi to
nancials.com Referen
monModules. ce
businessUnit Groups
s.businessUn Mapping
itService.Busi ,
nessUnitServ Busines
ice, s
oracle.apps.fi Function

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
nancials.com s
monModules. Metadat
businessUnit a,
s.businessUn Busines
itService.Busi s Unit
nessUnitServ Busines
ice, s
oracle.apps.fi Function
nancials.com
monModules.
businessUnit
s.businessUn
itService.Busi
nessUnitServ
ice
3 Verify Data Role Task Generate data Financia Financia Y Y apm Authori faces/AuthPoli
Generation for Business Unit roles or verify ls ls zation cyMgr.jspx
Business Function the data roles if Commo Policy
already n Manag
generated. Module er
3 Provision Roles to Task Provision Financia Financia Y Y admin Oracle faces/pages/S
Implementation Users for implementation ls ls Identity elf.jspx
Business Unit Business users with job Commo Manag
Function or data roles, n ement
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application

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Financials Page: 51 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Administrator
for a product
family.

3 Manage Business Unit Task Assign Financia Financia Y Y hcmCo HCM /WEB- oracle.apps.fi Busines
Set Assignment reference data, ls ls reSetu Core INF/oracle/app nancials.com s Unit
which Commo p Setup s/financials/co monModules. Set
represents n mmonModules businessUnit Assignm
business rules Module /businessUnits s.businessUn ent
and policies, to /ui/flow/BuSet itService.Busi
business units. AssignmentFl nessUnitServ
ow.xml#BuSet ice
AssignmentFl
ow
3 Manage Service Provider Task Assign service Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
Relationships provider ls ls reSetu Core INF/oracle/app nancials.com s Unit
business units Commo p Setup s/financials/co monModules. Service
to client n mmonModules businessUnit Provider
business units Module /businessUnits s.businessUn Relation
to provide /ui/flow/BuSer itService.Busi ship
business viceProviderFl nessUnitServ
functions such ow.xml#BuSer ice
as viceProviderFl
procurement, ow
payables
payments, and
customer
payments.

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Financials Page: 52 of 479

Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 View Service Clients Task View client Financia Financia N Y hcmCo HCM /WEB- oracle.apps.fi Busines
business units ls ls reSetu Core INF/oracle/app nancials.com s Unit
that use Commo p Setup s/financials/co monModules. Service
business n mmonModules businessUnit Provider
functions Module /businessUnits s.businessUn Relation
provided by a /ui/flow/BuVie itService.Busi ship
service provider wServiceClien nessUnitServ
business unit. tFlow.xml#Bu ice
ViewServiceCl
ientFlow
3 View Available Asset Task View asset Financia Financia N Y Payabl Payabl /WEB-
Books books where ls ls es es INF/oracle/app
assets can be Commo s/financials/as
transferred. The n sets/sharedSe
original and Module tup/bookContr
destination ols/publicUi/flo
books must w/ViewAssetB
have the same ookTaskFlow.
ledger xml#ViewAsse
assigned. tBookTaskFlo
w
2 Define Facilities for Task Access your Financia Financia N Y
Financials List facilities and ls ls
specify Commo
attributes n
required for Module
Oracle Fusion
Financials.
Define the
organizations
and facility

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
schedules that
are enabled for
transportation
planning.

3 Manage Facility Shifts Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Shift
facility shifts to Chain mmon mmon INF/oracle/app rmCommon.s
represent a Manage s/crmCommon chedules.shift
time period that ment /schedules/pu Service.Shift
affects a Commo blicUi/flow/sch Service
resource's n edulesShiftList
availability. A Compon ViewTF.xml#s
shift can be ents chedulesShiftL
defined by start istViewTF
time and end
time, start time
and duration, or
only duration.
3 Manage Facility Workday Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Workday
Patterns facility workday Chain mmon mmon INF/oracle/app rmCommon.s Pattern
patterns to Manage s/crmCommon chedules.patt
represent a ment /schedules/pu ernService.P
collection of Commo blicUi/flow/sch atternService
one or more n edulesPattern
shifts over a Compon ListViewTF.xm
number of days. ents l#schedulesPa
A pattern will tternListViewT
repeat itself for F
a specific date
range to define
the complete

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
schedule of a
resource.

3 Manage Facility Task Configure Supply SCM Y Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Schedules facility Chain mmon mmon INF/oracle/app rmCommon.s e
schedules to Manage s/crmCommon chedules.sch
define the ment /schedules/pu eduleService.
actual calendar Commo blicUi/flow/sch ScheduleSer
dates worked, n edulesSchedul vice
and the pattern Compon eListViewTF.x
shifts to apply ents ml#schedules
to those dates ScheduleListV
worked. The iewTF
date range in a
schedule is
defined by a
schedule start
date and a
schedule end
date.
3 Manage Facility Schedule Task Configure Supply SCM N Y scmCo ScmCo /WEB- oracle.apps.c Schedul
Exceptions facility schedule Chain mmon mmon INF/oracle/app rmCommon.s e
exceptions to Manage s/crmCommon chedules.avai Exceptio
define ment /schedules/pu labilityExcepti n
deviations in Commo blicUi/flow/sch onService.Av
availability from n edulesAvailabi ailabilityExce
a schedule. Compon lityExceptionLi ptionService
Exceptions can ents stViewTF.xml#
be added to schedulesAvai

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
one or more labilityExcepti
schedules. onListViewTF

3 Manage Inventory Task Configure Supply SCM Y Y hcmCo HCM /WEB- oracle.apps.h Inventor
Organizations inventory Chain reSetu Core INF/oracle/app cm.organizati y
organizations to Manage p Setup s/hcm/organiz ons.inv.ware Organiz
describe distinct ment ations/inv/war houseParam ation
entities within Commo ehouseParam eters.inventor
the company n eters/publicUi/ yOrganizatio
such as Compon flow/MaintainI nService.Inve
manufacturing ents nventoryOrga ntoryOrganiz
facilities, nizationFlow.x ationService
warehouses, or ml#MaintainIn
distribution ventoryOrgani
centers. zationFlow
3 Verify Data Role Task Generate data Supply SCM Y Y apm Authori faces/AuthPoli
Generation for Inventory roles or verify Chain zation cyMgr.jspx
Organizations the data roles if Manage Policy
already ment Manag
generated. Commo er
n
Compon
ents
3 Provision Roles to Task Provision Supply SCM Y Y admin Oracle faces/pages/S
Implementation Users for implementation Chain Identity elf.jspx
Inventory Organizations users with job Manage Manag
or data roles, ment ement
such as Commo

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Application n
Implementation Compon
Consultant, IT ents
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Resource Task Define Trading CRM Y Y
Organization Information List hierarchical Commu
relationships nity
between Model
resources to
reflect the
organizational
structure within
a corporation,
and its partner
relationships.
3 Manage Internal Task Define sales or Trading CRM N Y hcmCo HCM /WEB- Organiz
Resource Organizations marketing Commu reSetu Core INF/oracle/app ation
organizations. nity p Setup s/hcm/organiz
Model ations/hz/reso
urceOrganizati
ons/ui/flow/Re
sourceOrgSea
rchTF.xml#Re
sourceOrgSea
rchTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Partner Task Define partner Trading CRM N Y hcmCo HCM /WEB- Trading
Organizations resource Commu reSetu Core INF/oracle/app Commu
organizations nity p Setup s/hcm/organiz nity
used to create Model ations/hz/reso Resourc
partner urceOrganizati e
organization ons/ui/flow/Ma Organiz
hierarchies. nagePartnerO ation
rgTF.xml#Man
agePartnerOr
gTF
3 Manage Resource Task Manage Trading CRM N Y crmCo CRM /WEB- Trading
Organization Hierarchies organization Commu mmon Comm INF/oracle/app Commu
hierarchies for nity on s/cdm/foundati nity
sales, Model on/resources/ Resourc
marketing, or ui/organization e
partner s/flow/Resourc Organiz
organizations. eOrgHierarchy ation
SearchTF.xml Member
#ResourceOrg
HierarchySear
chTF
3 Manage Resource Task Manage Trading CRM N Y crmCo CRM /WEB- Trading
Organization Members resource Commu mmon Comm INF/oracle/app Commu
members of nity on s/cdm/foundati nity
sales, Model on/resources/ Resourc
marketing, or ui/organization e
partner s/flow/Resourc Organiz
organizations. eOrgSearchT ation
F.xml#Resour Member
ceOrgSearchT
F

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Run Reporting Hierarchy Task Schedule and Trading CRM N Y crmCo CRM /WEB-
Generation monitor the Commu mmon Comm INF/Schedule
process to nity on Request-
generate Model taskflow.xml#
organization ScheduleRequ
hierarchies. est-taskflow
2 Define Workforce Structures Task Configure Financia Financia Y Y
for Financials List structures to ls ls
represent the Commo
management n
and operating Module
requirements of
the enterprise
for Oracle
Fusion
Financials.
3 Manage Divisions Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Division
manage the Human reSetu Core INF/oracle/app cm.organizati
organizations Resourc p Setup s/hcm/organiz ons.divisionS
that represent es ations/core/ui/f ervice.migrati
lines of low/Divisions on.DivisionMi
business in the ManageFlow.x grationServic
enterprise. ml#DivisionsM e
anageFlow
3 Manage Departments Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h Departm
manage the Human reSetu Core INF/oracle/app cm.organizati ent
organizations to Resourc p Setup s/hcm/organiz ons.departme
which workers es ations/core/ui/f ntService.mig
can be low/Departme ration.Depart
assigned. ntsManageFlo mentMigratio
w.xml#Depart nService

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
mentsManage
Flow

3 Manage Job Families Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job
manage job Human reSetu Core INF/oracle/app cm.workStruc Family
families used Resourc p Setup s/hcm/workStr tures.jobs.job
for reporting es uctures/jobs/ui FamilyMigrati
purposes or /flow/JobFamil onService.Jo
determining yTaskFlow.xm bFamilyMigra
cross job l#JobFamilyTa tionService
qualifications. skFlow
3 Manage Job Task Create and Global HCM N Y hcmCo HCM /WEB- oracle.apps.h HR Job
manage jobs. Human reSetu Core INF/oracle/app cm.workStruc
Resourc p Setup s/hcm/workStr tures.jobs.job
es uctures/jobs/ui Service.migra
/flow/JobsMai tion.JobMigra
nTaskFlow.xm tionService
l#JobsMainTa
skFlow
2 Define Security for Task Enable users to Financia Financia Y Y
Financials List perform ls ls
functions Commo
related to their n
job roles. Module

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Job Roles Task Review, create, Y Y admin Oracle faces/pages/S
or update Identity elf.jspx
enterprise-wide Manag
abstract and job ement
roles. Create
role hierarchies.
3 Manage Duties Task Review the Y Y apm Authori faces/AuthPoli
logical zation cyMgr.jspx
groupings of Policy
tasks that Manag
define duty er
roles. Provision
duty roles to
abstract, job, or
other duty roles.
3 Define Data Security for Task Define Financia Financia Y Y
Financials List accounting ls ls
security and Commo
encryption. n
Manage data Module
security policies
and data roles.
4 Manage Data Access Task Review and General Financia Y Y Ledger Ledger /WEB- oracle.apps.fi General
Sets update existing Ledger ls INF/oracle/app nancials.gen Ledger
collections of s/financials/ge eralLedger.sh Data
ledgers neralLedger/s aredSetup.da Access
intended for haredSetup/da taAccessSets Set
data security, taAccessSets/ .dataAccessS
and create new ui/flow/DataAc etsService.D
collections. cessSetFlow.x ataAccessSet
ml#DataAcces sService

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
sSetFlow

4 Verify Data Role Task Generate data General Financia Y Y apm Authori faces/AuthPoli
Generation for Data Access roles or verify Ledger ls zation cyMgr.jspx
Sets the data roles if Policy
already Manag
generated. er
4 Provision Roles to Task Provision General Financia Y Y admin Oracle faces/pages/S
Implementation Users for Data implementation Ledger ls Identity elf.jspx
Access Sets users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
4 Manage Data Security Task Review, create, Y Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Policies or update zation cyMgr.jspx nd.applcore.d on Data
grants of Policy ataSecurity.w Security
entitlement to a Manag ebservice.Dat Policy
user or role on er aSecurityWS
an object or

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
attribute group
for a given
condition.

4 Manage Role Task Review data Oracle Commo Y Y apm Authori faces/AuthPoli
Templates role templates Middlew n zation cyMgr.jspx
and generate are Policy
data roles Extensio Manag
based on a ns for er
dimension such Applicati
as business ons
unit.
4 Manage Data Role and Task Create HCM Global HCM Y Y hcmCo HCM /WEB- HCM
Security Profiles data roles to Human reSetu Core INF/oracle/app Data
enable users, Resourc p Setup s/hcm/security Role
such as human es /ui/flow/Manag
resource eDataRolesFl
specialists, ow.xml#Mana
benefits geDataRolesF
specialists, and low
payroll
managers, to
access the
HCM data
required by
their job roles.
Assign security
profiles to
abstract roles,
such as

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
employee and
line manager, to
enable users to
access
standard data
for those roles.
3 Define Users for Task Configure user Financia Financia Y Y
Financials List access to HCM ls ls
data and Commo
functions. n
Module
4 Manage HCM Role Task Create and Global HCM Y Y hcmCo HCM /WEB- HCM
Provisioning Rules manage rules Human reSetu Core INF/oracle/app Data
for provisioning Resourc p Setup s/hcm/security Role
roles to people es /ui/flow/RoleM
based on appingSearch
assignment Flow.xml#Role
information, MappingSearc
such as job, hFlow
position, and
person type.
4 Import Worker Users Task Import Worker HCM HCM N Y hcmCo HCM /WEB- User
users as HCM Commo reSetu Core INF/oracle/app
Workers from n p Setup s/hcm/commo
legacy Architec n/batchLoader
applications. ture /ui/flow/Launc
The import hSpreadsheet
process will LoaderFlow.x
automatically ml#LaunchSpr
create user eadsheetLoad

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
accounts and erFlow
assign roles to
workers using
HCM role
provisioning
rules.
4 Manage Users Task Manage Global HCM Y Y hcmCo HCM /WEB- User
application user Human re Core INF/oracle/app
definitions. Resourc Proces s/hcm/people/
es ses search/public
Ui/primary/flo
w/GallerySear
chTF.xml#Gall
erySearchTF
3 Manage Oracle Social Task Enable the General Financia N Y fndSet Applica /WEB-
Network Objects for Financials display of Ledger ls up tions INF/oracle/app
information in Core s/fnd/applcore/
Oracle Social Setup socialnetwork/
Network about ui/flow/SocialN
changes to etworkTF.xml#
Financials SocialNetwork
business
objects, and
select which
attributes to
include for each
object.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
2 Define Automated Task Define the GRC GRC Y Y
Governance, Risk, and List controls that Applicati
Performance Controls automate the on
analysis of Access
data-related Controls
and address- Governo
related issues r
to mitigate risk
and optimize
performance of
an organization.
3 Manage Application Task Manage the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Access Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
resolve issues on s/grc/gra/setu model.applic and
that relate to Access p/ui/flow/grcc- ationModule. Complia
the Controls setup- GrcSetupCon nce
appropriateness Governo taskflow.xml#g figService Setup
of access within r rcc-setup- Configur
an application. taskflow ation
3 Manage Application Task Manage the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Preventive Controls rules that Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
proactively on s/grc/gra/setu model.applic and
manage the Access p/ui/flow/grcc- ationModule. Complia
ability of users Controls setup- GrcSetupCon nce
to interact Governo taskflow.xml#g figService Setup
within an r rcc-setup- Configur
application. taskflow ation

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Application Task Manage the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Transaction Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
resolve issues on s/grc/gra/setu model.applic and
that relate to Access p/ui/flow/grcc- ationModule. Complia
the Controls setup- GrcSetupCon nce
appropriateness Governo taskflow.xml#g figService Setup
of transactions r rcc-setup- Configur
that exist within taskflow ation
an application.
3 Manage Application Task Maintain the GRC GRC Y Y GrcSet GRC /WEB- oracle.apps.g Governa
Configuration Controls rules and Applicati up Setup INF/oracle/app rc.gra.setup. nce Risk
resolve issues on s/grc/gra/setu model.applic and
that relate to Access p/ui/flow/grcc- ationModule. Complia
the Controls setup- GrcSetupCon nce
configurations Governo taskflow.xml#g figService Setup
that exist within r rcc-setup- Configur
an application taskflow ation
2 Define Approval Task Define approval Financia Financia Y Y
Management for Financials List routing ls ls
structures and Commo
controls to n
match your Module
organization's
needs.
3 Manage Task Task Review and edit Financia Financia Y Y Financi Financi /worklistapp/fa
Configurations for Financials approval flow ls ls alsInte als- ces/administra
rules for Commo gration SOA tion.jspx?
workflow tasks. n
Module

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Approval Groups Task Create groups Financia Financia Y Y Financi Financi /worklistapp/fa
for Financials of users to act ls ls alsInte als- ces/administra
on workflow Commo gration SOA tion.jspx?
tasks. n
Module
2 Define Help Configuration Task Define what Applicati ATF N Y
List users can see on
and do in a Toolkit
local
deployment of
Oracle Fusion
Applications
Help.
3 Set Help Options Task Set options for Applicati ATF Y Y helpPo Help /WEB- oracle.apps.a Help
the help on rtal Portal INF/oracle/app tk.helpPortal. Configur
features Toolkit s/atk/helpPort helpPortalSer ation,
available at the al/ui/flow/AtkH vice.AtkHelp Help
site, which elpPortalConfi Configuration Topic
might include gureHelpPage Service,
collaboration, Flow.xml#Atk oracle.apps.a
access to HelpPortalCon tk.helpPortal.
external web figureHelpPag helpPortalSer
sites, and eFlow vice.AtkHelp
settings for TopicService
custom help
content and an
Oracle User
Productivity Kit
library.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Assign Help Text Task Verify that the Applicati ATF N Y helpPo Help
Administration Duty duty that on rtal Portal
enables users Toolkit
to add and edit
help is assigned
to the
appropriate
roles, and
reassign if
necessary.
3 Manage Help Security Task Create or Applicati ATF N Y helpPo Help /WEB- oracle.apps.f Applicati
Groups update security on rtal Portal INF/oracle/app nd.applcore.d on Data
groups that you Toolkit s/atk/helpPort ataSecurity.w Security
can associate al/ui/flow/AtkD ebservice.Dat Policy,
with help to ataSecurityTa aSecurityWS, Applicati
determine who skFlow.xml#At oracle.apps.f on
can access it. kDataSecurity nd.applcore.l Standar
Associate each TaskFlow ookups.webs d
group with a ervice.Looku Lookup
duty role. This pWS
task creates
lookup codes,
database
resource
conditions, and
data security
policies, which
you can also
edit directly on
the relevant
pages.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
2 Define Application Toolkit Task Set up Oracle Applicati ATF N Y
Configuration List Fusion on
Application Toolkit
Toolkit features,
which are
common across
Oracle Fusion
applications.
3 Map Reports to Work Task Select reports Applicati ATF N Y HomeP Home /WEB- oracle.apps.a Reports
Areas to appear in the on age Page INF/oracle/app tk.reportingP and
Reports and Toolkit s/atk/reporting ane.setup.ser Analytics
Analytics region Pane/publicUi/ vice.AtkRepo Mapping
in Oracle flow/Workarea rtingPaneSer
Fusion ReportMappin vice
Applications gTaskFlow.xm
work areas. l#WorkareaRe
portMappingT
askFlow
3 Set Watchlist Options Task Specify the Applicati ATF N Y HomeP Home /WEB-
Watchlist on age Page INF/oracle/app
categories and Toolkit s/atk/watchList
items available /publicUi/flow/
at your site. AtkWatchlistA
dminPersonali
zeTF.xml#Atk
WatchlistAdmi
nPersonalizeT
F

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
2 Define Common Reference Task Maintain Financia Financia N Y
Objects for Financials List reference ls ls
objects, such as Commo
value sets, n
profile options, Module
flexfields, and
lookups, for
Oracle Fusion
Financials.
3 Manage Standard Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on
lookups that are are Core s/fnd/applcore/ ookups.webs Standar
common across Extensio Setup lookups/public ervice.Looku d
applications ns for Ui/flow/Manag pWS Lookup
and exposed in Applicati eStandardLoo
the standard ons kupsTF.xml#M
lookups view. anageStandar
dLookupsTF
3 Manage Common Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on
lookups that are are Core s/fnd/applcore/ ookups.webs Commo
common across Extensio Setup lookups/public ervice.Looku n
applications ns for Ui/flow/Manag pWS Lookup
and exposed in Applicati eCommonLoo
the common ons kupsTF.xml#M
lookups view. anageCommo
nLookupsTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Set Enabled Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Lookups manage Middlew n up tions INF/oracle/app nd.applcore.l on Set-
lookups with are Core s/fnd/applcore/ ookups.webs Enabled
codes that vary Extensio Setup lookups/public ervice.Looku Lookup
depending on ns for Ui/flow/Manag pWS
the value of the Applicati eSetEnabledL
reference data ons ookupsTF.xml
set determinant #ManageSetE
and are nabledLookup
exposed in the sTF
set-enabled
lookups view.
3 Manage Tree Structures Task Manage tree Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
structures to Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
group common are Core s/fnd/applcore/ ees.webservi Structur
business rules Extensio Setup trees/ui/taskflo ce.TreeStruct e
for a family of ns for w/TreeStructur ureWS
trees. Applicati eSummary.xm
ons l#TreeStructur
eSummary
3 Manage Tree Labels Task Manage labels Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
to be used as Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
tags for tree are Core s/fnd/applcore/ ees.webservi Label
nodes. Extensio Setup trees/ui/taskflo ce.TreeStruct
ns for w/FndLabelSu ureWS
Applicati mmary.xml#F
ons ndLabelSumm
ary

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Trees and Tree Task Manage trees Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Versions to contain data Middlew n up tions INF/oracle/app nd.applcore.tr on Tree
in a hierarchy, are Core s/fnd/applcore/ ees.webservi
enabling users Extensio Setup trees/ui/taskflo ce.TreeWS
to group and ns for w/TreeSumma
consolidate Applicati ry.xml#TreeSu
information that ons mmary
already exist
within an
organization.
3 Manage Profile Options Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
manage profile Middlew n up tions INF/oracle/app nd.applcore.p on
options that are Core s/fnd/applcore/ rofiles.webse Profile
affect Extensio Setup profiles/ui/flow rvice.Profile Value
application ns for /ManageProfil WS
behavior, and Applicati esTF.xml#prof
specify the ons iles_task-flow-
levels at which definition
they can be set.
3 Manage Administrator Task Specify profile Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Profile Values option settings Middlew n up tions INF/oracle/app nd.applcore.p on
and values to are Core s/fnd/applcore/ rofiles.webse Profile
control Extensio Setup profiles/ui/flow rvice.Profile Value
application ns for /ManageAdmi WS
behavior. Applicati nProfileValues
ons TF.xml#profile
Values_task-
flow-definition

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Profile Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Categories manage Middlew n up tions INF/oracle/app nd.applcore.p on
categories to are Core s/fnd/applcore/ rofiles.webse Profile
group profile Extensio Setup profiles/ui/flow rvice.Profile Categor
options based ns for /ManageProfil WS y
on their Applicati eCategoriesT
functional area. ons F.xml#profileC
Categories can ategories_task
be used to -flow-definition
search for
related profiles
and to define
data security
rules.
3 Manage Value Sets Task Manage value Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
sets to validate Middlew n up tions INF/oracle/app nd.applcore.fl on
the content of a are Core s/fnd/applcore/ ex.webservic Flexfield
flexfield Extensio Setup flex/vst/ui/publi e.ValueSetW Value
segment. ns for cFlow/Manage S Set
Applicati ValueSetsTF.x
ons ml#ManageVa
lueSetsTF
3 Manage Descriptive Task Specify Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields segments, Middlew n up tions INF/oracle/app nd.applcore.fl on
validation, and are Core s/fnd/applcore/ ex.webservic Descripti
display Extensio Setup flex/dff/ui/publi e.Descriptive ve
properties of ns for cFlow/Manage FlexfieldWS Flexfield
descriptive Applicati DescriptiveFle
flexfields, which ons xfieldsTF.xml#
are used to ManageDescri
capture ptiveFlexfields

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
important TF
information
unique to an
enterprise that
would not
otherwise be
captured by the
application.
3 Manage Extensible Task Specify Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields segments, Middlew n up tions INF/oracle/app nd.applcore.fl on
validation, and are Core s/fnd/applcore/ ex.webservic Extensib
display Extensio Setup flex/dff/ui/publi e.Descriptive le
properties of ns for cFlow/Manage FlexfieldWS Flexfield
extensible Applicati ExtensibleFlex
flexfields, which ons fieldsTF.xml#
are used to ManageExten
capture sibleFlexfields
important TF
information
unique to an
enterprise that
would not
otherwise be
captured by the
application.
3 Manage Key Flexfields Task Specify key Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
flexfield Middlew n up tions INF/oracle/app nd.applcore.fl on Key
segments and are Core s/fnd/applcore/ ex.webservic Flexfield
validation. Most Extensio Setup flex/kff/ui/publi e.KeyFlexfiel
key flexfields ns for cFlow/Manage dWS
must be defined Applicati KeyFlexfieldsT

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
for the ons F.xml#Manag
applications to eKeyFlexfields
operate TF
correctly.

3 Register Descriptive Task Register the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Flexfields existence of Middlew n up tions INF/oracle/app nd.applcore.fl on
descriptive are Core s/fnd/applcore/ ex.webservic Descripti
flexfields on a Extensio Setup flex/dff/ui/publi e.Descriptive ve
table. ns for cFlow/Registe FlexfieldWS Flexfield
Applicati rDescriptiveFl
ons exfieldsTF.xml
#RegisterDesc
riptiveFlexfield
sTF
3 Maintain Common Task Review and Oracle Commo N Y
Reference Objects List manage Middlew n
common are
objects, for Extensio
example ns for
profiles and Applicati
lookups, that ons
affect the
functionality
and look of
applications.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Define Application Task Review and edit Oracle Commo N Y
Taxonomy List a hierarchical Middlew n
organization of are
Oracle Fusion Extensio
application ns for
modules. Applicati
ons
5 Manage Taxonomy Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Hierarchy the hierarchy of Middlew n up tions INF/oracle/app nd.applcore.t on
functional units are Core s/fnd/applcore/ axonomy.we Taxono
that make up Extensio Setup taxonomy/ui/ta bservice.Appl my
Oracle Fusion ns for skflow/ViewDe TaxonomyW
Applications, Applicati liveryHierarch S
from product ons y.xml#ViewDel
families and iveryHierarchy
applications to
functional
components.
4 Define Reference Data Task Specify how Oracle Commo N Y
Sharing List reference data Middlew n
in the are
application Extensio
should be ns for
partitioned and Applicati
shared. ons
5 Manage Reference Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Data Sets manage sets for Middlew n up tions INF/oracle/app nd.applcore.s on
partitioning and are Core s/fnd/applcore/ etid.webservi Referen
sharing Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
reference data ns for low/ManageS Set
across Applicati etIdSetsTF.xm

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
organizations. ons l#ManageSetI
dSetsTF

5 Manage Set Task Specify the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Assignments for Set reference data Middlew n up tions INF/oracle/app nd.applcore.s on
Determinant Type set are Core s/fnd/applcore/ etid.webservi Referen
assignments for Extensio Setup setid/publicUi/f ce.SetIdWS ce Data
determinant ns for low/ManageS Set
type of Set. Applicati etIdAssignme Assignm
ons ntsTF.xml#Ma ent
nageSetIdAssi
gnmentsTF
5 Verify Data Role Task Generate data Oracle Commo Y Y apm Authori faces/AuthPoli
Generation roles or verify Middlew n zation cyMgr.jspx
the data roles if are Policy
already Extensio Manag
generated. ns for er
Applicati
ons
5 Provision Roles to Task Provision Y Y admin Oracle faces/pages/S
Implementation Users implementation Identity elf.jspx
users with job Manag
or data roles, ement
such as
Application
Implementation
Consultant, IT
Security

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Manager, or
Application
Administrator
for a product
family.
4 Define ISO Reference Task Review and Oracle Commo N Y
Data List manage ISO Middlew n
standard data, are
for example, Extensio
languages and ns for
territories, for Applicati
use across ons
applications.
5 Manage Currencies Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
currencies. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .CurrencyWS ce
ns for nageCurrencie Currenc
Applicati sTF.xml#Man y
ons ageCurrencies
TF
5 Manage ISO Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Languages ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
languages. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .IsoLanguage ce ISO
ns for nageIsoLangu WS Languag
Applicati agesTF.xml# e
ons ManageIsoLa
nguagesTF

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Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Territories Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
territories. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .TerritoryWS ce
ns for nageTerritorie Territory
Applicati sTF.xml#Man
ons ageTerritories
TF
5 Manage Languages Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
the installed Middlew n up tions INF/oracle/app nd.applcore.n on
languages. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .LanguageW ce
ns for nageLanguag S Languag
Applicati esTF.xml#Ma e
ons nageLanguag
esTF
5 Manage Industries Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
ISO standard Middlew n up tions INF/oracle/app nd.applcore.n on
industries. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .IndustryWS ce
ns for nageIndustries Industry
Applicati TF.xml#Mana
ons geIndustriesT
F
5 Manage Natural Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Languages natural, spoken Middlew n up tions INF/oracle/app nd.applcore.n on
languages. are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .NaturalLang ce
ns for nageNaturalLa uageWS Natural
Applicati nguagesTF.x Languag
ons ml#ManageNa e

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Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
turalLanguage
sTF

5 Manage Time Zones Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
time zones. Middlew n up tions INF/oracle/app nd.applcore.n on
are Core s/fnd/applcore/ ls.webservice Referen
Extensio Setup nls/ui/flow/Ma .TimeZoneW ce Time
ns for nageTimezon S Zone
Applicati esTF.xml#Ma
ons nageTimezon
esTF
4 Manage Data Security Task Review, create, N Y apm Authori faces/AuthPoli oracle.apps.f Applicati
Policies or update zation cyMgr.jspx nd.applcore.d on Data
grants of Policy ataSecurity.w Security
entitlement to a Manag ebservice.Dat Policy
user or role on er aSecurityWS
an object or
attribute group
for a given
condition.
4 Set Activity Stream Task Set options to Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Options determine the Middlew n up tions INF/oracle/app nd.applcore.a on
types of are Core s/fnd/applcore/ ctivitystream. Activity
activities to be Extensio Setup activitystream/ webservice.A Stream
displayed in the ns for ui/flow/SetActi ctivityStream Configur
Activity Stream Applicati vityStreamOpti OptionWS ation
regions in ons onsTF.xml#Se
Oracle Fusion tActivityStrea

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Applications. mOptionsTF

4 Manage Menu Task Manage Oracle Commo N Y fndSet Applica /WEB- Applicati
Customizations customizations Middlew n up tions INF/oracle/app on Menu
for the Oracle are Core s/fnd/applcore/ Customi
Fusion Extensio Setup customization/ zation
Applications ns for admin/uiPublic
Navigator menu Applicati /NavMenucust
that are safe for ons omTF.xml#Na
patches and vMenucustom
upgrades. TF
4 Set User General Task Specify the Oracle Commo N Y fndSet Applica /WEB- Applicati
Preferences general Middlew n up tions INF/oracle/app on
preferences are Core s/fnd/applcore/ General
settings for all Extensio Setup pref/ui/mainflo Preferen
users, for ns for w/AdminPrefer ces
example Applicati encesFlow.xm
language and ons l#AdminPrefer
date format. encesFlow
4 Manage Audit Policies Task Select the Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
business object Middlew n up tions INF/oracle/app nd.applcore.a on Audit
attributes to are Core s/fnd/applcore/ udit.AuditWS Policy
audit for Oracle Extensio Setup audit/common/
Fusion ns for ui/flow/Comm
Applications, Applicati onAuditSetup
and set audit ons TF.xml#Comm
levels for other onAuditSetup

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Oracle TF
products.

4 Manage Oracle Social Task Enable the Oracle Commo N Y fndSet Applica /WEB-
Network Objects display of Middlew n up tions INF/oracle/app
information in are Core s/fnd/applcore/
Oracle Social Extensio Setup socialnetwork/
Network about ns for ui/flow/SocialN
changes to Applicati etworkTF.xml#
business ons SocialNetwork
objects, and
select which
attributes to
include for each
object.
4 Manage Applications Task Review and Oracle Commo N Y
Core Common Reference List manage Middlew n
Objects common are
objects, for Extensio
example ns for
profiles and Applicati
lookups, that ons
affect the
functionality
and look of
Oracle
Middleware
Extensions for
Applications.

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Applications Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Messages messages that Middlew n up tions INF/oracle/app nd.applcore. on
are used for are Core s/fnd/applcore/ messages.we Messag
Oracle Extensio Setup messages/ui/fl bservice.Mes e
Middleware ns for ow/ManageMe sageWS
Extensions for Applicati ssagesTF.xml
Applications. ons #ManageMess
agesTF
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Standard Lookups manage lookup Middlew n up tions INF/oracle/app nd.applcore.l on
values for are Core s/fnd/applcore/ ookups.webs Standar
Oracle Extensio Setup lookups/public ervice.Looku d
Middleware ns for Ui/flow/Manag pWS Lookup
Extensions for Applicati eStandardLoo
Applications. ons kupsTF.xml#M
anageStandar
dLookupsTF
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Profile Options manage profile Middlew n up tions INF/oracle/app nd.applcore.p on
options that are Core s/fnd/applcore/ rofiles.webse Profile
affect Oracle Extensio Setup profiles/ui/flow rvice.Profile Value
Middleware ns for /ManageProfil WS
Extensions for Applicati esTF.xml#prof
Applications ons iles_task-flow-
behavior, and definition
specify the
levels at which
they can be set.

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Applications Task Specify profile Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Administrator Profile option settings Middlew n up tions INF/oracle/app nd.applcore.p on
Values and values to are Core s/fnd/applcore/ rofiles.webse Profile
control Oracle Extensio Setup profiles/ui/flow rvice.Profile Value
Middleware ns for /ManageAdmi WS
Extensions for Applicati nProfileValues
Applications ons TF.xml#profile
behavior. Values_task-
flow-definition
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Profile Categories manage Middlew n up tions INF/oracle/app nd.applcore.p on
categories to are Core s/fnd/applcore/ rofiles.webse Profile
group profile Extensio Setup profiles/ui/flow rvice.Profile Categor
options that are ns for /ManageProfil WS y
used in Oracle Applicati eCategoriesT
Middleware ons F.xml#profileC
Extensions for ategories_task
Applications, -flow-definition
based on their
functional area.
Categories can
be used to
search for
related profiles
and to define
data security
rules.

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Value Sets manage value Middlew n up tions INF/oracle/app nd.applcore.fl on
sets for Oracle are Core s/fnd/applcore/ ex.webservic Flexfield
Middleware Extensio Setup flex/vst/ui/publi e.ValueSetW Value
Extensions for ns for cFlow/Manage S Set
Applications. Applicati ValueSetsTF.x
ons ml#ManageVa
lueSetsTF
5 Manage Applications Task Review and edit Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Descriptive Flexfields descriptive Middlew n up tions INF/oracle/app nd.applcore.fl on
flexfields that are Core s/fnd/applcore/ ex.webservic Descripti
are used for Extensio Setup flex/dff/ui/publi e.Descriptive ve
Oracle ns for cFlow/Manage FlexfieldWS Flexfield
Middleware Applicati DescriptiveFle
Extensions for ons xfieldsTF.xml#
Applications. ManageDescri
ptiveFlexfields
TF
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Attachment Entities manage Middlew n up tions INF/oracle/app nd.applcore.a on
attachment are Core s/fnd/applcore/ ttachments.w Attachm
entities for Extensio Setup attachments/p ebservice.Att ent
Oracle ns for ublicUi/flow/M achmentWS Entity
Middleware Applicati anageAttachm
Extensions for ons entEntities.xml
Applications. #ManageAttac
hmentEntities

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Enterprise

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Applications Task Review and Oracle Commo N Y fndSet Applica /WEB- oracle.apps.f Applicati
Core Attachment Categories manage Middlew n up tions INF/oracle/app nd.applcore.a on
attachment are Core s/fnd/applcore/ ttachments.w Attachm
categories for Extensio Setup attachments/p ebservice.Att ent
Oracle ns for ublicUi/flow/M achmentWS Categor
Middleware Applicati anageAttachm y
Extensions for ons entCategories.
Applications. xml#ManageA
ttachmentCate
gories
2 Define WebLogic Task Trading CRM N Y
Communication Services List Commu
Configuration nity
Model

3 Deploy WebLogic Task Configure Trading CRM Y Y


Communication Services attributes Commu
required to nity
deploy Third Model
Party Call
Control.
3 Integrate WebLogic Task Integrate the Trading CRM Y Y
Communication Services with communication Commu
Telephony Network s service by nity
setting up Model
security and
gateways to
route third party
call control
requests.

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Register URL for the Task Specify the Trading CRM Y Y Setup Setup /WEB-
telephony gateway or soft address of the Commu INF/Deployed
switch for SIP domain session nity ApplicationCre
initiation Model ateEditFlow.x
protocol ml#DeployedA
telephony pplicationCrea
gateway or soft teEditFlow
switch serving
the users within
that domain.
3 Enable Click to Dial Task Enable Trading CRM Y Y fndSet Applica oracle.apps.f Applicati
automated Commu up tions nd.applcore.p on
dialing by nity Core rofiles.webse Profile
clicking a phone Model Setup rvice.Profile Value
number. WS
1 Define Common Financials Task Create and Financia Financia Y N
Configuration List maintain tax ls ls
setup according Commo
to local and n
international tax Module
requirements
and to apply tax
data to the
transaction line.
2 Provision Roles to Task Provision Financia Financia N Y admin Oracle faces/pages/S
Implementation Users for implementation ls ls Identity elf.jspx
Supplier Management users with job Commo Manag
or data roles, n ement
such as Module
Application

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
2 Provision Roles to Task Provision Financia Financia N Y admin Oracle faces/pages/S
Implementation Users for Item implementation ls ls Identity elf.jspx
Management users with job Commo Manag
or data roles, n ement
such as Module
Application
Implementation
Consultant, IT
Security
Manager, or
Application
Administrator
for a product
family.
2 Define Transaction Taxes Task Configure tax Tax Financia Y Y
List setup according ls
to local and
international tax
requirements.

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Enterprise

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define Tax Geographies Task Configure tax Tax Financia N Y
List geographies to ls
define
geographical
regions that
share the same
tax
requirement.
4 Manage Tax Task Create and Tax Financia N Y crmCo CRM /WEB- Trading
Geographies maintain the ls mmon Comm INF/oracle/app Commu
TCA geography on s/cdm/foundati nity
information for on/geographie Geograp
each s/publicUi/geo hy
geographical Admin/flow/Ge
region where oAdminManag
you have tax eCountriesTF.
requirements. xml#GeoAdmi
nManageCoun
triesTF
4 Manage Tax Zone Task Create and Tax Financia N Y crmCo CRM /WEB- oracle.apps.c Trading
Types maintain tax ls mmon Comm INF/oracle/app dm.foundatio Commu
zone types to on s/cdm/foundati n.geographie nity
reference a on/geographie s.geography Geograp
specific part of s/publicUi/zon Service.Geog hy Zone
a master es/flow/Zones raphyService
reference SearchZoneTy
geography pesTF.xml#Zo
hierarchy. nesSearchZon
eTypesTF

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Enterprise

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define Tax Regimes Task Configure tax Tax Financia Y Y
List regimes for the ls
taxes in each
country and
geographic
region where a
separate tax
applies.
4 Manage Tax Regimes Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Busines
maintain tax ls alCom al INF/oracle/app nancials.tax.c s Unit
regimes for the mon Comm s/financials/tax onfiguration.r Regime
taxes in each on /configuration/ egime.regime Subscrip
country and regime/ui/flow/ Service.TaxR tion,
geographic TaxRegimeSe egimeService Legal
region where a archFlow.xml# , Entity
separate tax TaxRegimeSe oracle.apps.fi Regime
applies. archFlow nancials.tax.c Subscrip
onfiguration.p tion, Tax
arty.partySer Regime,
vice.LegalEnt Tax
ityTaxProfile Regime
Service, Subscrip
oracle.apps.fi tion
nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
egimeService
,
oracle.apps.fi
nancials.tax.c

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
onfiguration.r
egime.regime
Service.TaxR
egimeService

4 Define Product Tax Task Configure Tax Financia Y Y


Classifications List product fiscal ls
classifications
to classify
products that
have a specific
requirement for
tax
determination
or tax reporting
purposes.
5 Define Basic Task Create and edit Product SCM N Y
Catalogs List catalogs, create Model
and edit
category
hierarchies and
assign items to
the catalog.
6 Manage Product Task Create and edit Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Value Sets value sets. Model up tions nd.applcore.fl on
Core ex.webservic Flexfield
Setup e.ValueSetW Value
S Set

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Enterprise

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
6 Manage Key Task Define the Product SCM Y Y fndSet Applica oracle.apps.f Applicati
Flexfield for Catalogs catalog key Model up tions nd.applcore.fl on Key
flexfield Core ex.webservic Flexfield
segments and Setup e.KeyFlexfiel
validation for dWS
use as catalog
classification
keys. The
catalog key
flexfield must
be defined for
Oracle Product
Fusion Model to
operate
correctly.
6 Manage Catalog Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields catalog Model up tions nd.applcore.fl on
descriptive Core ex.webservic Descripti
flexfield Setup e.Descriptive ve
attributes. FlexfieldWS Flexfield
6 Manage Category Task Create and edit Product SCM N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields category Model up tions nd.applcore.fl on
descriptive Core ex.webservic Descripti
flexfield Setup e.Descriptive ve
attributes. FlexfieldWS Flexfield
6 Create Catalog Task Create item Product SCM Y Y product Produc /WEB- oracle.apps.s Item
catalog, add Model Manag t INF/oracle/app cm.productM Catalog,
attachments ement Manag s/scm/product odel.catalogs Item
and images. Comm ement Model/catalog .catalogServi Categor
on Comm s/ui/flow/Catal ce.CatalogSe y

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
on ogCreateSetu rvice,
pFlow.xml#Ca oracle.apps.s
talogCreateSe cm.productM
tupFlow odel.catalogs
.catalogServi
ce.CatalogSe
rvice
6 Manage Catalogs Task Create, edit, Product SCM N Y product Produc /faces/Manage oracle.apps.s Item
and publish Model Manag t Catalog cm.productM Catalog,
catalogs. ement Manag odel.catalogs Item
Comm ement .catalogServi Categor
on Comm ce.CatalogSe y
on rvice,
oracle.apps.s
cm.productM
odel.catalogs
.catalogServi
ce.CatalogSe
rvice
6 Manage Default Task Edit catalog Product SCM N Y product Produc /WEB- oracle.apps.s Function
Catalogs assignments for Model Manag t INF/oracle/app cm.productM al Area
functional ement Manag s/scm/product odel.catalogs Item
areas. Comm ement Model/catalog .catalogServi Catalog
on Comm s/ui/flow/Defau ce.CatalogSe
on ltCatalogFlow. rvice
xml#DefaultCa
talogFlow

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Product Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Product
Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
used by a tax on /configuration/ lassification.c ation,
authority to classification/u lassificationS Tax
categorize a i/flow/Product ervice.Fiscal Fiscal
product and is FCManageFlo Classification Classific
applicable in w.xml#Product Service, ation
the tax FCManageFlo oracle.apps.fi
determination w nancials.tax.c
process. onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
5 Manage Product Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Product
Category Fiscal Classification maintain tax ls alCom al INF/oracle/app nancials.tax.c Categor
Codes classifications mon Comm s/financials/tax onfiguration.c y Fiscal
defined for a on /configuration/ lassification.c Classific
noninventory- classification/u lassificationS ation,
based product i/flow/Product ervice.Fiscal Tax
category that is CategoryClass Classification Fiscal
used for tax ViewFlow.xml Service, Classific
determination #ProductCate oracle.apps.fi ation
or tax reporting goryClassVie nancials.tax.c
purposes. wFlow onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Service

5 Manage Intended Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Intended
Use Fiscal Classification maintain tax ls alCom al INF/oracle/app nancials.tax.c Use
Codes classifications mon Comm s/financials/tax onfiguration.c Fiscal
based on the on /configuration/ lassification.c Classific
purpose for classification/u lassificationS ation,
which a product i/flow/Intended ervice.Fiscal Tax
is used and is UseFCManag Classification Fiscal
applicable in eFlow.xml#Int Service, Classific
the tax endedUseFC oracle.apps.fi ation
determination ManageFlow nancials.tax.c
process. onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Transaction Tax Task Configure Tax Financia Y Y
Classifications List transaction ls
fiscal
classifications
to classify
transaction
types that have
a specific
requirement for
tax

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
determination.

5 Manage Transaction Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Business Category Codes maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
to identify and on /configuration/ lassification.c ation,
categorize an classification/u lassificationS Transact
external i/flow/Transact ervice.Fiscal ion
transaction into ionBusinessC Classification Busines
an Oracle ategoryFlow.x Service, s
Fusion Tax ml#Transactio oracle.apps.fi Categor
transaction and nBusinessCat nancials.tax.c y
is applicable in egoryFlow onfiguration.c
the tax lassification.c
determination lassificationS
process. ervice.Fiscal
Classification
Service
5 Manage Transaction Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
used by a tax on /configuration/ lassification.c ation,
authority to classification/u lassificationS Transact
categorize a i/flow/Transact ervice.Fiscal ion
transaction for a ionFCManage Classification Fiscal
tax and is Flow.xml#Tran Service, Classific
applicable in sactionFCMan oracle.apps.fi ation
the tax ageFlow nancials.tax.c

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
determination onfiguration.c
and tax lassification.c
reporting lassificationS
processes. ervice.Fiscal
Classification
Service
5 Manage Document Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Docume
Fiscal Classification Codes maintain tax ls alCom al INF/oracle/app nancials.tax.c nt Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
used by a tax on /configuration/ lassification.c ation,
authority to classification/u lassificationS Tax
categorize a i/flow/Docume ervice.Fiscal Fiscal
document ntFiscalClassif Classification Classific
associated with icationViewFlo Service, ation
a transaction for w.xml#Docum oracle.apps.fi
a tax and is entFiscalClass nancials.tax.c
applicable in ificationViewFl onfiguration.c
the tax ow lassification.c
determination lassificationS
and tax ervice.Fiscal
reporting Classification
processes. Service
5 Manage User- Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Defined Fiscal Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
for any tax on /configuration/ lassification.c ation,
requirement classification/u lassificationS User-
that you cannot i/flow/UserDefi ervice.Fiscal Defined
define using the nedFCManag Classification Fiscal
existing fiscal eFlow.xml#Us Service, Classific
classification erDefinedFCM oracle.apps.fi ation

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
types. anageFlow nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Party Task Configure party Tax Financia Y Y
Classifications List classifications ls
for the parties
and party sites
involved in
taxable
transactions to
identify specific
requirements in
tax
determination,
such as
applicability and
recovery.
5 Manage Legal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Legal
Classifications maintain ls alCom al INF/oracle/app nancials.legal Address
classifications mon Comm s/financials/tax Entity.legalEn for Legal
associated with on /configuration/ tities.partyMi Entity
a legal entity classification/u grationServic and
that represents i/flow/LegalCla e.PartyMigrat Legal
its legal status ssificationSear ionService, Reportin
within a country chFlow.xml#L oracle.apps.fi g Unit,
and which also egalClassificat nancials.tax.c Legal
guide the tax ionSearchFlo onfiguration.p Classific

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
determination w arty.partySer ation
process. vice.LegalEnt Entity
ityTaxProfile Associati
Service, on,
oracle.apps.fi Legal
nancials.tax.c Reportin
onfiguration.c g Unit
lassification.c Fiscal
lassificationS Classific
ervice.Fiscal ation
Classification Associati
Service, on, Tax
oracle.apps.fi Fiscal
nancials.tax.c Classific
onfiguration.c ation
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
5 Manage Party Fiscal Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Party
Classifications maintain tax ls alCom al INF/oracle/app nancials.tax.c Fiscal
classifications mon Comm s/financials/tax onfiguration.c Classific
used by a tax on /configuration/ lassification.c ation,
authority to classification/u lassificationS Tax
categorize a i/flow/PartyCla ervice.Fiscal Fiscal
party and is ssificationSear Classification Classific
applicable in chFlow.xml#P Service, ation,
the tax artyClassificati oracle.apps.fi Third
determination onSearchFlow nancials.tax.c Party
process. onfiguration.c Tax

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
lassification.c Profile
lassificationS Fiscal
ervice.Fiscal Classific
Classification ation
Service, Associati
oracle.apps.fi on
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service
4 Define Taxes Task Configure Tax Financia Y Y
List transaction tax ls
setup to control
tax applicability,
tax calculation,
and tax
recovery.
5 Manage Taxes Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
maintain details ls alCom al INF/oracle/app nancials.tax.c Tax
for the taxes of mon Comm s/financials/tax onfiguration.p Account,
tax regimes. on /configuration/ arty.partySer Transact
regime/ui/flow/ vice.LegalEnt ion Tax
TransTaxSear ityTaxProfile
chFlow.xml#Tr Service,
ansTaxSearch oracle.apps.fi
Flow nancials.tax.c
onfiguration.r
egime.regime

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Service.TaxS
ervice

5 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Jurisdictions maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
jurisdictions for mon Comm s/financials/tax onfiguration.p Account,
geographic on /configuration/ arty.partySer Tax
regions or tax regime/ui/flow/ vice.LegalEnt Jurisdicti
zones where a TaxJurisdictio ityTaxProfile on
specific tax nSearchFlow. Service,
authority levies xml#TaxJurisd oracle.apps.fi
a tax. ictionSearchFl nancials.tax.c
ow onfiguration.r
egime.regime
Service.TaxJ
urisdictionSer
vice
5 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax Rule
Determining Factor Sets maintain tax ls alCom al INF/oracle/app nancials.tax.c
determining mon Comm s/financials/tax onfiguration.r
factor sets to on /configuration/ ule.ruleServic
group together rule/ui/flow/Ma e.RuleServic
related tax nageDetermini e
determining ngFactorSetFl
factors to use in ow.xml#Mana
tax rules geDetermining
determination FactorSetFlow
and tax regime
determination.

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax Rule
Condition Sets maintain tax ls alCom al INF/oracle/app nancials.tax.c
condition sets mon Comm s/financials/tax onfiguration.r
to group on /configuration/ ule.ruleServic
together the tax rule/ui/flow/Ta e.RuleServic
conditions that xConditionSet e
constitute a tax SearchFlow.x
rule. ml#TaxConditi
onSetSearchF
low
5 Define Tax Recovery Task Configure Tax Financia N Y
List required ls
information for
the full or partial
recovery of
taxes paid on
purchases.
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Recovery Types maintain tax ls alCom al INF/oracle/app nancials.com s
recovery types mon Comm s/financials/co monModules. Generic
associated with on mmonModules appsLookups Lookup
a tax recovery /appsLookups/ .appsLookup
rate. ui/flow/Manag Service.apps
eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Default
Recovery Rates maintain the tax ls alCom al INF/oracle/app nancials.tax.c Tax
recovery rates mon Comm s/financials/tax onfiguration.p Account,
for full or partial on /configuration/ arty.partySer Tax
recovery of regime/ui/flow/ vice.LegalEnt Recover
taxes paid on TaxRecRateS ityTaxProfile y Rate
purchases. earchFlow.xml Service,
#TaxRecRate oracle.apps.fi
SearchFlow nancials.tax.c
onfiguration.r
egime.regime
Service.TaxR
ecoveryServi
ce
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Recovery Rate Determination maintain tax ls alCom al INF/oracle/app nancials.tax.c Recover
Rules rules to mon Comm s/financials/tax onfiguration.r ability
determine the on /configuration/ ule.ruleServic Rule,
recovery rate to rule/ui/flow/Ta e.RuleServic Tax Rule
apply to each xRuleSearchFl e,
recovery type ow.xml#TaxR oracle.apps.fi
for each uleSearchFlo nancials.tax.c
applicable tax w onfiguration.r
on the ule.ruleServic
transaction. e.RuleServic
e
5 Define Tax Statuses Task Configure the Tax Financia Y Y
List tax statuses ls
needed for
each
combination of

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
tax regime, tax,
and
configuration
owner.

6 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Tax
Statuses maintain tax ls alCom al INF/oracle/app nancials.tax.c Status
statuses that mon Comm s/financials/tax onfiguration.r
you need for on /configuration/ egime.regime
each tax that regime/ui/flow/ Service.TaxS
you create for a TaxStatusSea tatusService
combination of rchFlow.xml#T
tax regime, tax, axStatusSearc
and hFlow
configuration
owner.
6 Define Tax Rates Task Configure tax Tax Financia Y Y
List rates and rate ls
exceptions.

7 Manage Tax Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Rates maintain the tax ls alCom al INF/oracle/app nancials.tax.c Tax
rates needed mon Comm s/financials/tax onfiguration.p Account,
for tax statuses on /configuration/ arty.partySer Tax
and tax regime/ui/flow/ vice.LegalEnt Rate
jurisdictions. TaxRateSearc ityTaxProfile
hFlow.xml#Ta Service,
xRateSearchF oracle.apps.fi
low nancials.tax.c

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
onfiguration.r
egime.regime
Service.TaxR
ateService

7 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Exceptions maintain tax ls alCom al INF/oracle/app nancials.tax.c Exceptio
exceptions to mon Comm s/financials/tax onfiguration.r n
modify or on /configuration/ egime.regime
override a tax regime/ui/flow/ Service.TaxE
rate by item or TaxException xceptionServi
product fiscal SearchFlow.x ce
classification ml#TaxExcepti
association. onSearchFlow
5 Define Tax Rules Task Configure rules Tax Financia N Y
List for the ls
transaction tax
determination
process to
identify
applicable taxes
and tax
calculation
method.
6 Manage Tax Rate Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rate
rules to mon Comm s/financials/tax onfiguration.r Determi
determine the on /configuration/ ule.ruleServic nation
tax rate for rule/ui/flow/Ta e.RuleServic Rule,
each applicable xRuleSearchFl e, Tax Rule

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
tax on the ow.xml#TaxR oracle.apps.fi
transaction. uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Direct Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Rate Determination Rules maintain direct ls alCom al INF/oracle/app nancials.tax.c Rate
tax rules to mon Comm s/financials/tax onfiguration.r Determi
specify the on /configuration/ ule.ruleServic nation
results of tax rule/ui/flow/Ta e.RuleServic Rule
applicability, tax xRuleSearchFl e
status, and tax ow.xml#TaxR
rate for a given uleSearchFlo
tax. w
6 Manage Account Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Ledger
Based Direct Tax Rate maintain ls alCom al INF/oracle/app nancials.tax.c Account
Determination Rules account based mon Comm s/financials/tax onfiguration.r Tax
tax rules to on /configuration/ ule.ruleServic Rate
directly rule/ui/flow/Ta e.RuleServic
determine tax xRuleAccount e
applicability, SearchFlow.x
status, and rate ml#TaxRuleAc
for taxes that countSearchFl
are otherwise ow
not applicable.
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Classification Based Direct Tax maintain direct ls alCom al INF/oracle/app nancials.tax.c Rate
Rate Determination Rules rate rules to mon Comm s/financials/tax onfiguration.r Determi
determine the on /configuration/ ule.ruleServic nation
tax applicability, rule/ui/flow/Ta e.RuleServic Rule

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
status, and rate xRuleClassifS e
for a tax when earchFlow.xml
the regime #TaxRuleClas
determination sifSearchFlow
set is Standard
Tax
Classification
Code for the
configuration
owner and
event class.
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Applicability Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Applicab
rules to mon Comm s/financials/tax onfiguration.r ility
determine the on /configuration/ ule.ruleServic Rule,
taxes that apply rule/ui/flow/Ta e.RuleServic Tax Rule
to a given xRuleSearchFl e,
transaction. ow.xml#TaxR oracle.apps.fi
uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Place of Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Place of
Supply Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Supply
rules to mon Comm s/financials/tax onfiguration.r Tax
determine the on /configuration/ ule.ruleServic Rule,
location where rule/ui/flow/Ta e.RuleServic Tax Rule
a transaction is xRuleSearchFl e,
considered to ow.xml#TaxR oracle.apps.fi
have taken uleSearchFlo nancials.tax.c

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
place for tax w onfiguration.r
determination. ule.ruleServic
e.RuleServic
e

6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Registrat
Registration Determination maintain tax ls alCom al INF/oracle/app nancials.tax.c ion Tax
Rules rules to mon Comm s/financials/tax onfiguration.r Rule,
determine the on /configuration/ ule.ruleServic Tax Rule
party whose tax rule/ui/flow/Ta e.RuleServic
registration xRuleSearchFl e,
status is ow.xml#TaxR oracle.apps.fi
considered for uleSearchFlo nancials.tax.c
an applicable w onfiguration.r
tax on the ule.ruleServic
transaction. e.RuleServic
e
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Status Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rule,
rules to mon Comm s/financials/tax onfiguration.r Tax
determine the on /configuration/ ule.ruleServic Status
tax status of rule/ui/flow/Ta e.RuleServic Determi
each applicable xRuleSearchFl e, nation
tax on the ow.xml#TaxR oracle.apps.fi Rule
transaction. uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
6 Manage Taxable Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Basis Formulas maintain tax ls alCom al INF/oracle/app nancials.tax.c Formula,
formulas where mon Comm s/financials/tax onfiguration.r Taxable
the taxable on /configuration/ ule.ruleServic Basis
basis is other rule/ui/flow/Ta e.RuleFormul
than the line xFormulaSear aService,
amount. chFlow.xml#T oracle.apps.fi
axFormulaSea nancials.tax.c
rchFlow onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Taxable Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Basis Determination Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Rule,
rules to mon Comm s/financials/tax onfiguration.r Taxable
determine the on /configuration/ ule.ruleServic Basis
amount upon rule/ui/flow/Ta e.RuleServic Rule
which to apply xRuleSearchFl e,
to tax rate. ow.xml#TaxR oracle.apps.fi
uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Calculation Formulas maintain tax ls alCom al INF/oracle/app nancials.tax.c Formula
formulas where mon Comm s/financials/tax onfiguration.r
the tax amount on /configuration/ ule.ruleServic
is other than the rule/ui/flow/Ta e.RuleFormul
taxable basis xFormulaSear aService
multiplied by chFlow.xml#T

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
the tax rate. axFormulaSea
rchFlow

6 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Calculation Rules maintain tax ls alCom al INF/oracle/app nancials.tax.c Amount
rules to mon Comm s/financials/tax onfiguration.r Calculati
calculate the on /configuration/ ule.ruleServic on Rule,
tax amount for rule/ui/flow/Ta e.RuleServic Tax Rule
each applicable xRuleSearchFl e,
tax on the ow.xml#TaxR oracle.apps.fi
transaction. uleSearchFlo nancials.tax.c
w onfiguration.r
ule.ruleServic
e.RuleServic
e
3 Define First Party Tax Task Configure tax Tax Financia Y Y
Profiles List profile details ls
that control the
transaction tax
activities for
your first party
legal entities,
legal reporting
units, and
business units.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Business Unit Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Busines
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c s Unit
profiles that mon Comm s/financials/tax onfiguration.p Tax
contain tax on /configuration/ arty.partySer Profile
information that party/ui/flow/B vice.Business
relate to a usinessUnitTa UnitTaxProfil
business unit's xProfileSearch eService
transaction tax Flow.xml#Busi
activities. nessUnitTaxPr
ofileSearchFlo
w
4 Manage Legal Entity Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Legal
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Classific
profiles that mon Comm s/financials/tax onfiguration.p ation
contain tax on /configuration/ arty.partySer Entity
information that party/ui/flow/L vice.LegalEnt Associati
relate to a legal egalEntityTax ityTaxProfile on,
entity's ProfileSearch Service, Legal
transaction tax Flow.xml#Leg oracle.apps.fi Entity
activities. alEntityTaxPro nancials.tax.c Regime
fileSearchFlow onfiguration.p Subscrip
arty.partySer tion,
vice.LegalEnt Legal
ityTaxProfile Entity
Service, Tax
oracle.apps.fi Profile
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEnt
ityTaxProfile

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
Service

4 Manage Configuration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Configur
Owner Tax Options maintain ls alCom al INF/oracle/app nancials.tax.c ation
configuration mon Comm s/financials/tax onfiguration.e Owner
owner tax on /configuration/ vent.eventSe Tax
options to event/ui/flow/C rvice.Applicat Option
differentiate onfigurationO ionEventClas
setup from the wnerTaxOptio sTaxOptions
predefined nsSearchFlow Service
event class .xml#Configur
setup. ationOwnerTa
xOptionsSearc
hFlow
4 Manage Legal Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Default
Reporting Unit Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c Tax
profiles that mon Comm s/financials/tax onfiguration.p Account,
contain tax on /configuration/ arty.partySer First
information that party/ui/flow/L vice.LegalEnt Party
relate to a legal egalReporting ityTaxProfile Registrat
reporting unit's UnitTaxProfile Service, ion,
transaction tax SearchFlow.x oracle.apps.fi Legal
activities. ml#LegalRepo nancials.tax.c Reportin
rtingUnitTaxPr onfiguration.p g Unit
ofileSearchFlo arty.partySer Fiscal
w vice.LegalEst Classific
ablishmentTa ation
xProfileServic Associati

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
e, on,
oracle.apps.fi Legal
nancials.tax.c Reportin
onfiguration.c g Unit
lassification.c Tax
lassificationS Profile
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.LegalEst
ablishmentTa
xProfileServic
e
4 Manage Intrastat Task Manage Supply SCM Y Y fndSet Applica oracle.apps.f Applicati
Lookups Intrastat Chain up tions nd.applcore.l on
Lookups Localiza Core ookups.webs Standar
tions Setup ervice.Looku d
pWS Lookup
4 Manage Intrastat Task Configure the Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
Country Characteristics intrastat Chain alCom al INF/oracle/app cm.globalizati Country
reporting Localiza mon Comm s/scm/globaliz on.intrastat.In Charact
characteristics tions on ation/intrastat/ trastatService eristic
that apply to a ui/flow/Intrasta
particular tCountryChars
country within ContainerTask
an economic Flow.xml#Intra
zone, such as statCountryCh

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
EU. arsContainerT
askFlow

4 Manage Intrastat Rules Task Configure rules Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
for nature of Chain alCom al INF/oracle/app cm.globalizati Rule
transaction Localiza mon Comm s/scm/globaliz on.intrastat.In
code, statistical tions on ation/intrastat/ trastatService
procedure ui/flow/Intrasta
code, fiscal tRulesContain
regime code, erTaskFlow.x
and freight ml#IntrastatRu
factor for lesContainerT
statistical value askFlow
and exclusion
criteria.
4 Manage Intrastat Task Enable the Supply SCM Y Y Financi Financi /WEB- oracle.apps.s Intrastat
Parameters intrastat Chain alCom al INF/oracle/app cm.globalizati Paramet
reporting for a Localiza mon Comm s/scm/globaliz on.intrastat.In er
particular legal tions on ation/intrastat/ trastatService
entity or legal ui/flow/Intrasta
reporting unit. tLruParamsCo
ntainerTaskFl
ow.xml#Intrast
atLruParamsC
ontainerTaskF
low

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Define Italian Task Maintain Tax Financia N Y
Exemption Letters List exemption limits ls
and assign
exemption limits
and exemption
letters to
suppliers.
5 Manage Italian Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Italian
Exemption Limits maintain the ls alCom al INF/oracle/app nancials.tax.c VAT
total VAT mon Comm s/financials/tax onfiguration.p Exempti
exemption on /configuration/ arty.partySer on Limit
amounts that party/ui/flow/It vice.ItalianEx Setup
regular alianExemptio emptionLimit
exporters can nLimitFlow.xm Service
claim to its l#ItalianExemp
suppliers. tionLimitFlow
5 Manage Italian Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Italian
Exemption Letters maintain Italian ls alCom al INF/oracle/app nancials.tax.c VAT
exemption mon Comm s/financials/tax onfiguration.p Exempti
letters for each on /configuration/ arty.partySer on
supplier to party/ui/flow/It vice.ItalianEx Allocatio
indicate the alianExemptio emptionLetter n Setup
exemption nLetterFlow.x Service
amounts and ml#ItalianExe
request that mptionLetterFl
they do not ow
charge you VAT
when they send
you the
according
invoices.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Province for Task Specify the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Italian Exemption Letters province of the ls up tions nd.applcore.p on
Profile Option VAT office so Core rofiles.webse Profile
this information Setup rvice.Profile Value
can be printed WS
on Italian
exemption
letters.
5 Manage Exemption Task Designate tax Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Limit Tax Tag for Italian types as ls up tions nd.applcore.p on
Exemption Letters Profile exemption limit Core rofiles.webse Profile
Option groups. Setup rvice.Profile Value
WS
3 Define Third Party Tax Task Configure tax Tax Financia Y Y
Profiles List profile details ls
that control the
transaction tax
activities for
your third party
customer,
customer sites,
supplier, and
supplier sites.
4 Manage Exemption Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Reasons maintain ls alCom al INF/oracle/app nancials.com s
exemption mon Comm s/financials/co monModules. Generic
reasons to on mmonModules appsLookups Lookup
monitor the /appsLookups/ .appsLookup
customer or ui/flow/Manag Service.apps
customer site eGenericLook LookupServic

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
usage of tax upTF.xml#Ma e
exemptions. nageGenericL
ookupTF

4 Manage Third Party Task Create and Tax Financia Y Y Financi Financi /WEB- oracle.apps.fi Custome
Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c r Tax
profiles that mon Comm s/financials/tax onfiguration.p Profile,
contain tax on /configuration/ arty.partySer Party
information that party/ui/flow/T vice.ThirdPar Tax
relate to a third hirdPartyTaxP tyTaxProfileS Profile,
party's rofileSearchFl ervice, Supplier
transaction tax ow.xml#Third oracle.apps.fi Tax
activities. PartyTaxProfil nancials.tax.c Profile,
eSearchFlow onfiguration.p Tax
arty.partySer Exempti
vice.ThirdPar on, Third
tyTaxProfileS Party
ervice, Tax
oracle.apps.fi Profile
nancials.tax.c Fiscal
onfiguration.p Classific
arty.partySer ation
vice.ThirdPar Associati
tyTaxProfileS on, Third
ervice, Party
oracle.apps.fi Tax
nancials.tax.c Profile
onfiguration.p Registrat
arty.partySer ion
vice.TaxExe

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
mptionServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.c
lassification.c
lassificationS
ervice.Fiscal
Classification
Service,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.ThirdPar
tyTaxProfileS
ervice
4 Manage Third Party Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Custome
Site Tax Profiles maintain tax ls alCom al INF/oracle/app nancials.tax.c r Site
profiles that mon Comm s/financials/tax onfiguration.p Tax
contain tax on /configuration/ arty.partySer Profile,
information that party/ui/flow/T vice.ThirdPar Supplier
relate to a third hirdPartySiteT tySiteTaxProf Site Tax
party site's axProfileSearc ileService, Profile,
transaction tax hFlow.xml#Thi oracle.apps.fi Tax
activities. rdPartySiteTa nancials.tax.c Exempti
xProfileSearch onfiguration.p on, Third
Flow arty.partySer Party
vice.ThirdPar Tax
tySiteTaxProf Profile
ileService, Registrat

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
oracle.apps.fi ion
nancials.tax.c
onfiguration.p
arty.partySer
vice.TaxExe
mptionServic
e,
oracle.apps.fi
nancials.tax.c
onfiguration.p
arty.partySer
vice.ThirdPar
tyTaxProfileS
ervice
3 Define Occasional Tax Task Configure initial Tax Financia N Y
Implementation Setups List tax setup that ls
impacts tax
calculation and
reporting.
4 Manage Tax Reporting Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Tax
Types maintain tax ls alCom al INF/oracle/app nancials.tax.c Reportin
reporting types mon Comm s/financials/tax onfiguration.r g
to capture on /configuration/ eport.reportS Attribute
additional tax report/ui/flow/ ervice.Report
information on TaxReporting Service
transactions for TypeSearchFl
tax reporting. ow.xml#TaxR
eportingTypeS
earchFlow

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Run Tax Configuration Task Run the Upload Tax Financia N Y Financi Financi /WEB-
Content Upload Program Tax ls alCom al INF/ScheduleJ
Configuration mon Comm obset-
Content request on taskflow.xml#
set to upload ScheduleJobs
U.S. sales and et-taskflow
use tax updates
from the tax
service
provider.
4 Define Tax Registration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Types maintain tax ls alCom al INF/oracle/app nancials.com s
registration mon Comm s/financials/co monModules. Generic
types to use on mmonModules appsLookups Lookup
when you set /appsLookups/ .appsLookup
up a tax ui/flow/Manag Service.apps
registration to eGenericLook LookupServic
organize your upTF.xml#Ma e
tax registrations nageGenericL
into categories. ookupTF
4 Define Tax Registration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Statuses maintain tax ls alCom al INF/oracle/app nancials.com s
registration mon Comm s/financials/co monModules. Generic
statuses to be on mmonModules appsLookups Lookup
used as /appsLookups/ .appsLookup
determining ui/flow/Manag Service.apps
factors in tax eGenericLook LookupServic
rules. upTF.xml#Ma e
nageGenericL
ookupTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Define Tax Registration Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Reasons maintain tax ls alCom al INF/oracle/app nancials.com s
registration mon Comm s/financials/co monModules. Generic
reasons which on mmonModules appsLookups Lookup
are used for tax /appsLookups/ .appsLookup
reporting ui/flow/Manag Service.apps
purposes only eGenericLook LookupServic
and indicate upTF.xml#Ma e
whether the nageGenericL
party is ookupTF
registered with
the tax
authority.
4 Manage Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Transaction Types maintain VAT ls alCom al INF/oracle/app nancials.com s
transaction mon Comm s/financials/co monModules. Generic
types to on mmonModules appsLookups Lookup
categorize /appsLookups/ .appsLookup
transactions for ui/flow/Manag Service.apps
tax reporting. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
4 Manage Country Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Country
Default Controls maintain ls alCom al INF/oracle/app nancials.tax.c Tax
information at mon Comm s/financials/tax onfiguration.c Default
the country on /configuration/ lassification.c
level to appear classification/u lassificationS
as defaults on i/flow/Country ervice.Countr
the applicable DefaultsMana yTaxDefaultC
tax and legal geFlow.xml#C ontrolsServic

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
entity setups. ountryDefaults e
ManageFlow

4 Manage Tax Type Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Category Codes maintain tax ls alCom al INF/oracle/app nancials.com s
type category mon Comm s/financials/co monModules. Generic
codes to use to on mmonModules appsLookups Lookup
classify taxes /appsLookups/ .appsLookup
for tax reporting ui/flow/Manag Service.apps
purposes. eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF
4 Define Application Tax Task Configure tax Tax Financia Y Y
Options List setup based on ls
a defaulting
hierarchy for tax
classification
code
assignment to a
taxable
transaction.
5 Manage Application Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Applicati
Tax Options maintain ls alCom al INF/oracle/app nancials.tax.c on Tax
application tax mon Comm s/financials/tax onfiguration.e Option
options for on /configuration/ vent.eventSe
migrated data event/ui/flow/A rvice.Applicat
by pplicationTax ionTaxOption

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
combinations of OptionSearch. sService
business unit xml#Applicatio
and application. nTaxOptionSe
arch

5 Manage Input Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Classification Codes maintain input ls alCom al INF/oracle/app nancials.com s
tax mon Comm s/financials/co monModules. Generic
classification on mmonModules appsLookups Lookup
codes for /appsLookups/ .appsLookup
Oracle Fusion ui/flow/Manag Service.apps
Payables and eGenericLook LookupServic
Oracle Fusion upTF.xml#Ma e
Purchasing nageGenericL
transactions for ookupTF
use in tax
determination.
5 Manage Output Tax Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Classification Codes maintain output ls alCom al INF/oracle/app nancials.com s
tax mon Comm s/financials/co monModules. Generic
classification on mmonModules appsLookups Lookup
codes for /appsLookups/ .appsLookup
Oracle Fusion ui/flow/Manag Service.apps
Receivables eGenericLook LookupServic
transactions for upTF.xml#Ma e
use in tax nageGenericL
determination. ookupTF

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
5 Manage Expenses Task Create and Tax Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Tax Classification Codes maintain tax ls alCom al INF/oracle/app nancials.com s
classification mon Comm s/financials/co monModules. Generic
codes for use in on mmonModules appsLookups Lookup
tax /appsLookups/ .appsLookup
determination ui/flow/Manag Service.apps
for transactions eGenericLook LookupServic
originating from upTF.xml#Ma e
Oracle Fusion nageGenericL
Expenses. ookupTF
4 Define Tax Override Task Configure Tax Financia Y Y
Controls List additional tax ls
setup to control
overrides and
third party
integration.
5 Manage Taxware Task Specify the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
and Vertex Profile Options setup for third ls up tions nd.applcore.p on
party tax Core rofiles.webse Profile
software Setup rvice.Profile Value
integration WS
which is used
for tax
calculation.
5 Manage Transaction Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Tax Line Override Profile can make tax ls up tions nd.applcore.p on
Option changes on the Core rofiles.webse Profile
transaction line Setup rvice.Profile Value
for the tax WS
setups that
allow this

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
update.

5 Manage Manual Tax Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Line Entry Profile Option can enter ls up tions nd.applcore.p on
manual tax Core rofiles.webse Profile
lines on the Setup rvice.Profile Value
transaction for WS
the tax setups
that allow this
update.
5 Manage Tax Task Specify whether Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Classification Code Override the tax ls up tions nd.applcore.p on
Profile Option classification Core rofiles.webse Profile
code that Setup rvice.Profile Value
appears as the WS
default on the
transaction line
can be updated.
5 Manage Tax Task Specify who Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Recovery Rate Override Profile can enter or ls up tions nd.applcore.p on
Option change the Core rofiles.webse Profile
calculated tax Setup rvice.Profile Value
recovery rates WS
on the
transaction for
the tax recovery
rate setups that

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
allow this
update.

5 Manage Tax Task Control the Tax Financia N Y fndSet Applica oracle.apps.f Applicati
Exemption Override Control display of tax ls up tions nd.applcore.p on
Profile Option handling on the Core rofiles.webse Profile
transaction line Setup rvice.Profile Value
to apply and WS
update
customer tax
exemptions to
transactions.
3 Verify Tax Configuration Task Verify the Tax Financia N Y
List transaction tax ls
configuration by
simulating
transaction data
and reviewing
tax calculation
results.
4 Manage Simulator Task Verify tax Tax Financia N Y Financi Financi /WEB- Detail
Transactions configuration for ls alCom al INF/oracle/app Tax
taxes that are mon Comm s/financials/tax Line,
enabled for on /transaction/ui/ Non-
transactions or flow/TaxSimul Recover
for simulation atorSearchFlo able Tax
by simulating w.xml#TaxSim Distributi
real-time ulatorSearchFl on,

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
transactions. ow Recover
able Tax
Distributi
on,
Summar
y Tax
Line,
Taxable
Transact
ion
Distributi
on,
Taxable
Transact
ion
Header,
Taxable
Transact
ion Line
4 Run Tax Simulator Task Purge Tax Financia N Y Financi Financi /WEB-
Purge Program simulated ls alCom al INF/Schedule
transaction mon Comm Request-
data. This on taskflow.xml#
process ScheduleRequ
impacts only est-taskflow
the transactions
created using
Tax Simulator
and has no
impact on the
transactions or

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Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
related tax data
that resides in
the subledgers.

1 Define Invoicing and Payments Task Define and Payable Financia Y Y


Configuration List maintain s ls
prerequisite
setup
components for
the payables
configuration
required for
Oracle Fusion
Procurement.
2 Define Supplier Task Define and Supplier Procure Y Y
Configuration List maintain setup Model ment
components
prior to creating
suppliers
including
lookups,
category
hierarchy,
supplier
numbering,
supplier value
sets, and
supplier
descriptive
flexfields.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Specify Supplier Task Specify the Supplier Procure Y Y procure Procur /WEB- Supplier
Numbering supplier number Model ment ment ement INF/oracle/app
to be used s/prc/poz/supp
when the next liers/publicUi/c
supplier record ore/flow/Suppli
is created. erNumberSetu
pFlow.xml#Su
pplierNumber
SetupFlow
3 Manage Supplier Type Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Lookup maintain the set Model ment up tions nd.applcore.l on
of values that Core ookups.webs Standar
categorize Setup ervice.Looku d
suppliers for pWS Lookup
reporting
purposes.
3 Manage Business Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Classification Lookup maintain the set Model ment up tions nd.applcore.l on
of values Core ookups.webs Standar
describing the Setup ervice.Looku d
classifications pWS Lookup
used for
tracking
supplier
diversity.
3 Manage Minority Group Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Lookup maintain the set Model ment up tions nd.applcore.l on
of minority Core ookups.webs Standar
groups that are Setup ervice.Looku d
used to pWS Lookup
subclassify

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Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
minority owned
suppliers.

3 Manage Tax Organization Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Type Lookup maintain the set Model ment up tions nd.applcore.l on
of values that Core ookups.webs Standar
categorize Setup ervice.Looku d
suppliers for tax pWS Lookup
reporting
purposes.
3 Manage Supplier Task Create and Self Procure N Y procure Procur /WEB- Procure
Products and Services maintain the Service ment ment ement INF/oracle/app ment
Category Hierarchy supplier Procure s/prc/por/catal Browse
products and ment ogMgmt/public Categor
services Ui/browseCate y,
category gory/flow/Brow Procure
hierarchy. seCategoryMa ment
inAreaFlow.x Browse
ml#BrowseCat Tree
egoryMainAre
aFlow
3 Manage Supplier Value Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Sets maintain Model ment up tions nd.applcore.fl on
supplier value Core ex.webservic Flexfield
sets. Setup e.ValueSetW Value
S Set

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Supplier Task Define and Supplier Procure N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields maintain the Model ment up tions nd.applcore.fl on
descriptive Core ex.webservic Descripti
flexfields value Setup e.Descriptive ve
for the supplier. FlexfieldWS Flexfield
3 Manage Supplier Task Review and edit Supplier Procure N Y fndSet Applica /WEB- oracle.apps.f Applicati
Messages Supplier Model ment up tions INF/oracle/app nd.applcore. on
messages. Core s/fnd/applcore/ messages.we Messag
Setup messages/ui/fl bservice.Mes e
ow/ManageMe sageWS
ssagesTF.xml
#ManageMess
agesTF
3 Define B2B Document Task Define Supplier Procure N Y
Messaging List configurations Model ment
for managing
B2B e-
commerce
gateway and
trading
partners.
4 Configure Oracle B2B Task Define B2B e- Supplier Procure N Y B2bcon Busine faces/login.jsp
e-Commerce Gateway Setups commerce Model ment sole ss to x
gateway setups Busine
in Oracle B2B ss
console.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Specify B2B Supplier Task Specify the B2B Supplier Procure N Y
Site Code on Supplier Site supplier site Model ment
code for a
supplier site.

2 Define Payables Task Define setup to Payable Financia Y Y


List implement the s ls
parts of
applications
specific to
Oracle Fusion
Payables.
3 Define Automated Invoice Task Define Payable Financia N Y
Processing Configuration Automated s ls
Invoice
Processing
Configuration.
3 Define Common Options Task Define defaults Payable Financia Y Y
for Payables and Procurement List and control s ls
options to
simplify
supplier,
requisition,
purchase order,
invoice, and
payment entry.

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Procurement Task Define and Purchas Procure Y Y procure Procur /WEB- Procure
Agents maintain ing ment ment ement INF/oracle/app ment
procurement s/prc/po/setup/ Agent
agents access ui/procuremen
to information tAgents/flow/P
such as rocurementAg
purchasing entsMainFlow.
documents, xml#Procurem
suppliers, entAgentsMai
approved nFlow
supplier list
entries, and
business
intelligence
spend data.
4 Manage Payables Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Calendars calendars used s ls es es INF/oracle/app nancials.paya s
for key indicator s/financials/pa bles.sharedS Calenda
reports, yables/shared etup.specialC r Period,
payment terms, Setup/special alendar.speci Payable
and Calendar/ui/flo alCalendarSe s
withholding. w/SpecialCale rvice.Special Calenda
ndarFlow.xml# CalendarServ r Type
SpecialCalend ice,
arFlow oracle.apps.fi
nancials.paya
bles.sharedS
etup.specialC
alendar.speci
alCalendarSe
rvice.Special

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Conditional

Application
Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
CalendarServ
ice

4 Manage Payment Task Define and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payment
Terms maintain Oracle s ls es es INF/oracle/app nancials.paya Term
Fusion s/financials/pa bles.invoices Header,
Payables yables/invoice Setup.payme Payment
payment terms sSetup/payme ntTerms.pay Term
in use by an ntTerms/ui/flo mentTermsS Line,
organization. w/PaymentTer ervice.Payme Payment
msMainFlow.x ntTermServic Term
ml#PaymentT e, Subscrip
ermsMainFlow oracle.apps.fi tion
nancials.paya
bles.invoices
Setup.payme
ntTerms.pay
mentTermsS
ervice.Payme
ntTermServic
e,
oracle.apps.fi
nancials.paya
bles.invoices
Setup.payme
ntTerms.pay
mentTermsS
ervice.Payme
ntTermServic

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Conditional

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Enterprise

Business
Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
e

4 Manage Common Task Select and Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options for Payables and maintain s ls es es INF/oracle/app nancials.paya s
Procurement common s/financials/pa bles.sharedS Financial
options for the yables/shared etup.financial s Option
integration Setup/financial sOptions.fina
between Oracle sOptions/ui/flo ncialsOptions
Fusion w/FinancialsO Service.Finan
Payables and ptionsMainFlo cialsOptionsS
Oracle Fusion w.xml#Financi ervice
Procurement. alsOptionsMai
nFlow
3 Define General Payables Task Define control Payable Financia Y Y
Options List options and s ls
defaults used
throughout
Oracle Fusion
Payables. Set
defaults to
simplify supplier
entry, invoice
entry, and
automatic
payment
processing.

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Required
Product

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Family

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Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Invoice Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options invoicing- s ls es es INF/oracle/app nancials.paya s
related defaults s/financials/pa bles.sharedS System
and controls yables/shared etup.payable Option
used in invoice Setup/payable sSystemOpti
processing. sSystemOptio ons.payables
ns/ui/flow/Pay SystemOptio
ablesSystemO nsService.Pa
ptionsInvoicin yablesSyste
gMainFlow.xm mOptionsSer
l#PayablesSys vice
temOptionsInv
oicingMainFlo
w
4 Manage Payment Task Define Payable Financia Y Y Payabl Payabl /WEB- oracle.apps.fi Payable
Options payment- s ls es es INF/oracle/app nancials.paya s
related defaults s/financials/pa bles.sharedS System
and controls yables/shared etup.payable Option
used in Setup/payable sSystemOpti
payment sSystemOptio ons.payables
processing. ns/ui/flow/Pay SystemOptio
ablesSystemO nsService.Pa
ptionsPaymen yablesSyste
tMainFlow.xml mOptionsSer
#PayablesSys vice
temOptionsPa
ymentMainFlo
w

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Product

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Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Tax Reporting Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
and Withholding Tax Options withholding tax- s ls es es INF/oracle/app nancials.paya s
related defaults s/financials/pa bles.sharedS System
and controls yables/shared etup.payable Option
used in Setup/payable sSystemOpti
withholding tax sSystemOptio ons.payables
processing. ns/ui/flow/Pay SystemOptio
ablesSystemO nsService.Pa
ptionsTaxMain yablesSyste
Flow.xml#Pay mOptionsSer
ablesSystemO vice
ptionsTaxMain
Flow
3 Define Payables Task Define setup to Payable Financia N Y
Configuration List implement the s ls
parts of
applications
specific to
Oracle Fusion
Payables.
4 Manage Payables Task Review and Payable Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup s ls alCom al INF/oracle/app nancials.com s
values for mon Comm s/financials/co monModules. Generic
invoices, such on mmonModules appsLookups Lookup
as holds and /appsLookups/ .appsLookup
pay groups. ui/flow/Manag Service.apps
eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Payables Task Define Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Descriptive Flexfields validation and s ls up tions nd.applcore.fl on
display Core ex.webservic Descripti
properties of Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
invoices and
payments.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
4 Manage Payables Task Define profile Payable Financia N Y fndSet Applica oracle.apps.f Applicati
Profile Options option settings s ls up tions nd.applcore.p on
and values to Core rofiles.webse Profile
control Setup rvice.Profile Value
reconciliation WS
data behavior
such as purge
frequency.
4 Manage Payables Task Define Payable Financia N Y fndSet Applica /WEB- oracle.apps.f Applicati
Document Sequences document s ls up tions INF/oracle/app nd.applcore.d on
categories and Core s/fnd/applcore/ ocseq.webse Docume
assign Setup docseq/ui/flow rvice.DocSeq nt
sequences to /ManageDocS WS Sequenc
Oracle Fusion equencesTF.x e
Payables ml#ManageDo
documents. cSequencesT
F

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Distribution Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Distributi
Sets distribution sets s ls es es INF/oracle/app nancials.paya on Set
to automatically s/financials/pa bles.invoices Header,
enter yables/invoice Setup.distribu Distributi
distributions for sSetup/distrib tionSets.distri on Set
an invoice when utionSets/ui/flo butionSetsSe Line
they are not w/managedist rvice.Distribut
matched to a ses_flow.xml# ionSetsServic
purchase order. managedistse e,
s_flow oracle.apps.fi
nancials.paya
bles.invoices
Setup.distribu
tionSets.distri
butionSetsSe
rvice.Distribut
ionSetsServic
e
4 Manage Invoice Task Define the Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Invoice
Tolerances matching s ls es es INF/oracle/app nancials.paya Toleranc
tolerances to s/financials/pa bles.invoices e Set
allow for yables/invoice Setup.invoice
variances sSetup/invoice ToleranceSet
between ToleranceSets s.invoiceTole
invoice, /ui/flow/Invoice ranceSetsSer
purchase order, ToleranceSets vice.InvoiceT
and receipt MainFlow.xml oleranceSets
information. #InvoiceTolera Service
Define both nceSetsMainF
percentage- low
based and

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Required
Product

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Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
amount-based
tolerances.

4 Manage Invoice Holds Task Define holds to Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Approval
and Releases manually hold s ls es es INF/oracle/app nancials.paya Code
or release s/financials/pa bles.invoices
invoices. Define yables/invoice Setup.invoice
release names sSetup/invoice Holds.invoice
used to remove Holds/ui/flow/I HoldsService
the holds that nvoiceHoldsM .InvoiceHolds
are applied on ainFlow.xml#I Service
the invoices. nvoiceHoldsM
ainFlow
4 Manage Aging Periods Task Define time Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Aging
periods used by s ls es es INF/oracle/app nancials.paya Period
the invoice s/financials/pa bles.invoices Header,
aging report. yables/invoice Setup.agingP Aging
sSetup/agingP eriods.agingP Period
eriods/ui/flow/ eriodService. Line
AgingPeriods AgingPeriodS
MainFlow.xml ervice,
#AgingPeriods oracle.apps.fi
MainFlow nancials.paya
bles.invoices
Setup.agingP
eriods.agingP
eriodService.
AgingPeriodS
ervice

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Define Payables Tax and Task Define setup to Payable Financia N Y
Withholding List implement s ls
withholding.

4 Manage Tax Regions Task Define tax Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi 1099
regions if you s ls es es INF/oracle/app nancials.paya Tax
are using 1099 s/financials/pa bles.invoices Region
Electronic yables/invoice Setup.income
Media sSetup/incom Taxes.incom
Combined eTaxes/ui/flow eTaxesServic
Filing Program /ManageInco e.IncomeTax
reporting in the meTaxesFlow. esService
United States. xml#ManageIn
comeTaxesFlo
w
4 Manage Reporting Task Define reporting Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Entities entities for U.S. s ls es es INF/oracle/app nancials.paya s
1099 tax s/financials/pa bles.invoices Reportin
reporting. yables/invoice Setup.reporti g Entity
sSetup/reporti ngEntities.rep Header,
ngEntities/ui/fl ortingEntityS Payable
ow/ReportingE ervice.Report s
ntitiesMainFlo ingEntityServi Reportin
w.xml#Reporti ce, g Entity
ngEntitiesMain oracle.apps.fi Line
Flow nancials.paya
bles.invoices
Setup.reporti
ngEntities.rep
ortingEntityS

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Required
Product

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Level

ADF Task
Task List / Task Type Description Product Flow Web Service
ervice.Report
ingEntityServi
ce

4 Manage Tax Codes Task Define the tax Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
names or tax s ls es es INF/oracle/app nancials.paya s
codes for s/financials/pa bles.sharedS Withhold
withholding yables/shared etup.withholdi ing Tax
taxes to specify Setup/withhold ngTaxes.with Code,
rates, effective ingTaxes/ui/flo holdingTaxes Payable
dates, and tax w/WithTaxCod Service.With s
amount limits esMainFlow.x holdingTaxes Withhold
for the tax ml#WithTaxCo Service, ing Tax
authority. desMainFlow oracle.apps.fi Rate
nancials.paya
bles.sharedS
etup.withholdi
ngTaxes.with
holdingTaxes
Service.With
holdingTaxes
Service
4 Manage Withholding Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Groups withholding tax s ls es es INF/oracle/app nancials.paya s
groups that s/financials/pa bles.sharedS Withhold
include multiple yables/shared etup.withholdi ing
withholding tax Setup/withhold ngTaxes.with Group
type tax codes. ingTaxes/ui/flo holdingTaxes Tax
w/WithTaxGro Service.With Code,
upMainFlow.x holdingTaxes Payable

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Required
Product

Module
Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
ml#WithTaxGr Service, s
oupMainFlow oracle.apps.fi Withhold
nancials.paya ing Tax
bles.sharedS Group
etup.withholdi
ngTaxes.with
holdingTaxes
Service.With
holdingTaxes
Service
4 Manage Withholding Task Define Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
Certificates withholding tax s ls es es INF/oracle/app nancials.paya s
code rate s/financials/pa bles.sharedS Withhold
exceptions for a yables/shared etup.withholdi ing Tax
supplier site. Setup/withhold ngTaxes.with Rate
Create a ingTaxes/ui/flo holdingTaxes
certificate by w/WithTaxCert Service.With
specifying a ificatesAndExc holdingTaxes
rate exception eptionsMainFl Service
for all invoices ow.xml#WithT
of a supplier axCertificates
site or a single AndException
invoice. sMainFlow
3 Define Payment Options Task Define Payable Financia N Y
List payment- s ls
related defaults
and controls
used in
payment
processing.

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Required
Product

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Family

Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
4 Manage Interest Rates Task Define interest Payable Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payable
rates used to s ls es es INF/oracle/app nancials.paya s
calculate and s/financials/pa bles.payment Interest
pay interest on yables/payme sSetup.intere Rate
overdue ntsSetup/inter stRates.inter
invoices. estRates/ui/flo estRatesServ
w/InterestRate ice.InterestR
sFlowHome.x atesService
ml#InterestRat
esFlowHome
2 Define Disbursements Task Configure the Paymen Financia Y Y
List ability to ts ls
disburse funds,
such as setting
up payment
methods with
validations and
payment
process
profiles.
3 Manage Disbursement Task Review and Paymen Financia N Y Financi Financi /WEB- oracle.apps.fi Financial
Lookups maintain lookup ts ls alCom al INF/oracle/app nancials.com s
values for mon Comm s/financials/co monModules. Generic
disbursement on mmonModules appsLookups Lookup
lookups. /appsLookups/ .appsLookup
ui/flow/Manag Service.apps
eGenericLook LookupServic
upTF.xml#Ma e
nageGenericL
ookupTF

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Required
Product

Module
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Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Disbursement Task Define Paymen Financia N Y fndSet Applica oracle.apps.f Applicati
Flexfields validation and ts ls up tions nd.applcore.fl on
display Core ex.webservic Descripti
properties of Setup e.Descriptive ve
descriptive FlexfieldWS Flexfield
flexfields for
disbursement
flexfields.
Descriptive
flexfields are
used to add
custom
attributes to
entities.
3 Manage Payment Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Disburse
Methods disbursement ts ls es es INF/oracle/app nancials.pay ment
payment s/financials/pa ments.funds Payment
methods and yments/funds Disbursemen Method
the validations Disbursement tSetup.paym
that are Setup/paymen entMethods.f
assigned to tMethods/ui/flo undsDisburse
them. w/MainAreaFl mentPaymen
ow.xml#MainA tMethodServi
reaFlow ce.FundsDisb
ursementPay
mentMethod
Service

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Required
Product

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Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
3 Manage Payment Method Task Define rules Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Defaulting Rules that determine ts ls es es INF/oracle/app nancials.pay Method
which payment s/financials/pa ments.funds Defaultin
method will yments/funds Disbursemen g Rule
default onto an Disbursement tSetup.paym
invoice or other Setup/paymen entMethods.d
document tMethods/ui/flo efaultingPay
payable. w/ManageDef mentRuleSer
aultingRulesFl vice.Defaultin
ow.xml#Mana gPaymentRul
geDefaultingR eService
ulesFlow
3 Manage Payment Codes Task Manage Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
delivery ts ls es es INF/oracle/app nancials.pay Code
channel codes, s/financials/pa ments.funds
bank instruction yments/funds Disbursemen
codes, and Disbursement tSetup.paym
payment reason Setup/paymen entCodes.pa
codes. Payment tCodes/ui/flow/ ymentCodeS
codes map to PaymentCode ervice.Payme
values used by MainAreaFlow ntCodeServic
your financial .xml#Payment e
institution. CodeMainAre
aFlow
3 Manage Payment Process Task Define payment Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Payment
Profiles process ts ls es es INF/oracle/app nancials.pay Creation
profiles, which s/financials/pa ments.funds Rule,
are setup yments/funds Disbursemen Payment
entities that Disbursement tSetup.paym Instructi
determine the Setup/paymen entProcessPr on
payment tProcessProfil ofiles.payme Creation

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Required
Product

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Object
Level

ADF Task
Task List / Task Type Description Product Flow Web Service
process that will es/ui/flow/Mai ntProcessPro Rule,
be followed for nAreaFlow.xm fileService.Pa Payment
each document l#MainAreaFlo ymentProces Process
payable. w sProfileServic Profile
e,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entProcessPr
ofiles.payme
ntProcessPro
fileService.Pa
ymentProces
sProfileServic
e,
oracle.apps.fi
nancials.pay
ments.funds
Disbursemen
tSetup.paym
entProcessPr
ofiles.payme
ntProcessPro
fileService.Pa
ymentProces
sProfileServic
e

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Task List / Task Type Description Product Flow Web Service
3 Manage Disbursement Task Manage options Paymen Financia N Y Payabl Payabl /WEB- oracle.apps.fi Internal
System Options at the ts ls es es INF/oracle/app nancials.pay Payer
enterprise and s/financials/pa ments.funds
business unit yments/funds Disbursemen
level that affect Disbursement tSetup.payer
the Setup/payers/ s.fundsDisbur
disbursement ui/flow/FDSyst sementPayer