Wednesday, August 1, 2018

Creating the Legal Entity and Assign legal Entity to Primary Leger in Oracle Fusion Applications

Please find the below steps for creating the Legal Entity

Step1: Login as Application User
Step2: you will be in home page as below
Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.
Steup4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled
Step5: we could see Financials Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.


Step6: Search for our Project in the search window.
Step7: Click on project name (hyperlink), it will open the project page

Step8: Search the Task name: Legal Address
Step9: Click on manage Legal Address
Step10: Click on (+) symbol for Creating the Legal Address below screen will open
Step11: Enter the required information in the below screen



Legal Entity Creation:

Step1: Search the Task name Manage Legal Entity

Step2: Select the scope Legal Entity: Create New and Apply and go to task
Step3: Click on (+) symbol for Creating the Legal Entity.
Step4: Enter the required information and  click on save and close


Assign legal Entity to Primary Leger:

Step1: Task name: Assign Legal Entity

Step2: Click on Manage Legal Entity and click on Go to Task icon
Step3: Click on Add button below screen page open and we can search the Legal Entity and click on Apply button



Create Bank, Bank Branch, Bank Account in Oracle Fusion Applications

Please find the below steps to define a Bank,Bank Branch and Bank Account

Step1: Login as Application User
Step2: you will be in home page as below
Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.
Steup4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled.

Step5: we could see Financials Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot
Step6: Search for our Project in the search window
Step7: Click on project name (hyperlink), it will open the project page
Step8: Search the Task Manage Banks

Step9: Click on Manage Banks Task

Step10: Click on the + symbol for Creating the Bank

Step11:Enter the Country Name and Bank Name and click on Save and Close button
Step12: Creating the Bank Branch

Click on Manage Banks Task



Step13: In the below screen we can select the bank and click on the Create Branch Button


Step14: Enter the required information for creating the bank Branch like branch and number and Save and close the Screen.



Bank Account Creation
Step1: Go to the Implementation Project and Search the Task Manage Bank Accounts

Step2: Click on Manage bank accounts Task
Step3: Below Screen shot we can Click on +Symbol for creating the Bank Account

Step4: Enter the Required information for Bank Account Creation  

In the below screen shots detailed information like and each tab in Bank Account Creation.







How to setup the Default JE Category in Fusion Financial

Please find the below setups to setup the default JE Category
Step1: Login as Application User
Step2: you will be in home page as below

Step3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Steup4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

Step5: we could see Financials Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step6: Search for our Project in the search window


Step7: Click on project name (hyperlink), it will open the project page
Step8: FSM Home Page search Manage Administrator Profile Values
Step9: Click on Manage Administrator profile Values
Step10:  Search the Profile display Name Default Journal Category
Step11: Below Screen shot Click on ( + ) Symbol to the Profile Values