How to Create the Primary Ledger in Fusion Financial’s

Please find the below setups for creating the Primary Ledger

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 Financial’s 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: Task name: Manage Primary Ledgers

Step9: Click on manage primary Ledgers go to task icon

Step10:Click on (+) symbol for creating the Primary Ledger

Step11:Enter the required information and click on Save and edit task list

Step12: Task name: Specify the ledger options to complete the primary ledger creation

Step13:Click on Specify ledger options go to task icon

Step14:Here select the Primary ledger and click on Apply and go to task icon

Select the Ledger then Save and Close

How to Setup the Default Business Group in Fusion Application

Please find the below setups to set up the default Business Group

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 Financial’s 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 has Default BU and Search Results Region We can click on (+) symbol for setting up default BU

Step11: Below Screen we can setup the Default Business Unit.

How to Assign GL Roles to the User

Step1: Login as Application User

Step2: you will be in home page as below

 Step3: Click on the Security Console in the below screen

 Step4:Find the below users screen in this screen we can query the user name

 Step5:Once we can query the user we can find the user details for the below Screen

 

Step6: Click on the user and we can edit the user name and assign the Roles

 

Step7: Below screen we can Add Role Button and we assign the Required roles to the User

Step8: We can assign the below mentioned Roles to the User

1.General Accountant

2.General Accounting Manager

3.Financial Analyst

4.Chief Financial Officer

Similar way we can assign to the remaining roles to the User.