The following table lists Oracle Property Manager setup steps including steps that you need to complete in other products. A reference to each step’s location within the Application Implementation Wizard (AIW) and whether the step is optional or required is provided. After you log on to Oracle Applications, complete the these steps to implement Oracle Property Manager:
Step
Num. Required Step AIW
Reference Step 1 Required Create application user sign–ons and passwords.
See: Users Window (Oracle Applications System Administrator’s Guide).
Context: Perform this step once per installation.
Common Financial
General Ledger Setup Steps Step 2 Required Define your chart of accounts.
See: Defining Your Chart of Accounts (Oracle General Ledger User’s Guide), and Defining Your Account Structure (Oracle General Ledger User’s Guide) Context: Perform this step once per installation.
Common Applications
Step 3 Required Define your accounting period types and accounting calendar periods.
See: Defining Period Types (Oracle General Ledger User’s Guide), and Defining Calendars (Oracle General Ledger User’s Guide).
Context: Perform this step once per installation.
Common Applications
Step 4 Optional Define and enable currencies that you plan to use.
See: Currencies Window (Oracle General Ledger User’s Guide).
Context: Perform this step once per installation.
Common Applications
Step 5 Required Define a set of books. Specify a set of books name and assign it a calendar, functional currency, and a chart of accounts structure.
See: Defining Sets of Books (Oracle General Ledger User’s
Common Applications
AIW
Step 6 Required After choosing your set of books, use the System Administrator responsibility to set the GL Set of Books Name profile option. If you are creating a single set of books, set the option for the Oracle Property Manager application. If you are creating multiple sets of books for a single installation, set the option for each unique combination of organization and responsibility.
See: Overview of User Profiles (Oracle Applications System Administrator’s Guide), and Setting User Profile Options (Oracle Applications System Administrator’s Guide).
Context: Perform this step once per operating unit.
Common Applications
Step 7 Optional If you want to enter foreign currency transactions, define additional rate types, and enter your daily rates.
See: Defining Conversion Rate Types (Oracle General Ledger User’s Guide) and Entering Daily Rates (Oracle General Ledger User’s Guide).
Context: Perform this step once per installation.
Common Applications
Receivables Setup Steps Step 8 Required Define Receivables transaction source.
See: Define transaction batch sources: (Oracle Receivables User’s Guide)
Context: Perform this step once per operating unit.
Common Financials
Step 9 Required Define Receivables payment terms.
See: Define payment terms (Oracle Receivables User’s Guide)
Context: Perform this step once per installation.
Common Financials
Step 10 Required Define Receivables transaction types.
See: Define transaction types (Oracle Receivables User’s Guide)
Context: Perform this step once per operating unit.
Common Financials
AIW
These profile options are required:
• Default Country—Define the country code for local addresses
• Operating Unit—Identify your organization
• Set of Books—Define your functional currency and identify your chart of accounts for your expense and revenue accounts.
• Batch source name—Controls the standard transaction type assigned to a transaction and determines whether exported transactions are automatically numbered.
• Transaction type—Defines accounting for invoices
• Equal space distribution—If set to ”Y” allocated space will be distributed equally
These profile options are optional:
• Automatic Lease Number Generation—Determines whether lease numbers must be entered manually or are generated automatically.
• Automatic Company Number Generation—
Determines whether company numbers must be entered manually or are generated automatically.
See: Profile Options in Oracle Property Manager: page B – 2.
Context: Perform these steps once per operating unit.
Property Manager
Step 12 Required After choosing your set of books (the PN Set of Books profile option), use the Application Developer
responsibility to set the GL Set of Books ID Profile to Updatable.
See: Overview of User Profiles (Oracle Applications System Administrator’s Guide), and Setting User Profile Options (Oracle Applications System Administrator’s Guide).
Property Manager
AIW
Step 13 Optional Update country and territory information and assign flexible address formats.
See: Countries and Territories: page 2 – 13, and Flexible Addresses (Oracle Receivables User’s Guide or consult online help).
Context: Perform this step once per installation.
Property Manager
Step 14 Optional Define descriptive flexfields.
The structure of the Descriptive Flexfields (datatypes, value sets) should be consistent among windows that share flexfield information.See: Defining Descriptive Flexfields (Oracle Applications Flexfields Guide).
Context: Perform this step once per installation.
Property Manager
Step 15 Optional Define lookups.
See Lookups: page 2 – 15.
Context: Perform this step once per installation.
Property Manager
Step 16 Optional Define milestone templates.
See: Setting Up Milestone Templates: page 4 – 23 Context: Perform this step once per installation.
Property Manager
Step 17 Optional Define milestone sets.
See: Milestones: page 4 – 20
Context: Perform this step once per installation.
Property Manager
The Common Financial steps listed in the following table are performed after the Property Manager steps have been completed:
Human Resources Setup Step Step 18 Required Enter employees.
If you have Oracle Human Resources installed, use the People window. See: Entering a New Person (Managing People Using Oracle HRMS).If you do not have Oracle Human Resources installed, use the Enter Person window. See: Enter Person: (online help).
Context: Perform this step once per installation.
Common Financials
Payables Setup Step Step 19 Optional Define Suppliers
See: Suppliers (Oracle Payables User’s Guide) Context: Perform this step once per installation.
Common Financials
Receivables Setup Step Step 20 Optional Define Customers
See: Enter Customers (Oracle Receivables User’s Guide) Context: Perform this step once per installation.
Common Financials