Config Loan
Enviado por bgise • 21 de Enero de 2013 • 719 Palabras (3 Páginas) • 312 Visitas
BR100 APPLICATION SETUP DOCUMENT
ORACLE LOANS
Author: Blanca Lozano
Creation Date: Noviembre 29th 2012
Last Updated: Noviembre 29th 2012
Version: 1.0
Release: 12
Contents
HRMS: Define Employees 3
System Administrator: Define Users as Employees 4
System Administrator: Create Responsibilities 5
System Administrator: Define Security Profiles 7
CRM Resource Manager: Define Employees as Resources 8
Receivables: Define Transaction Batch Source 10
Receivables: Define Transaction Batch Source 11
Loans: Define Rates 12
Loans: Define Conditions 13
Loans: Define Notifications 14
Loans: Define Loan Types 15
Loans: Define System Options 16
Loans: Define Accounting 17
Loans: Define Fees 18
Loans: Define Loan Products 19
PO: Define Lookups 22
Prerequisites 23
Open and Closed Issues 24
Open Issues 24
Closed Issues 24
Comments 24
HRMS: Define Employees
HRMS: People > Enter and Maintain
Option Value
System Administrator: Define Users as Employees
System Administrator: Security > User > Define
Option Value
User Name
Password
Description
Person
Responsibility
System Administrator: Create Responsibilities
System Administrator: Security > Responsibility > Define
Option Value
Responsibility Name
Application
Responsibility Key
Description
Effective Dates: From
Oracle Self Service Web Applications Yes
Data Group: Name
Data Group: Application
Menu
Menu Exclusions
Type Name Description
System Administrator: Define Security Profiles
System Administrator: Profile > System
Run the Replicate Seed Data program for each operating unit in which you plan to use Loan.
Profile Value
LNS: Generate Loan Number
LNS: Disable Loan Class Access
Concurrent Report Access Level
CRM Resource Manager: Define Employees as Resources
CRM Resource Manager: Resource Manager > Maintain Resources > Import Resources
Profile Value
Nu
Number
Name
Organization
CRM Resource Manager: Resource Manager > Maintain Resources > Resources
Profile Value
Nu
Number
Name
Profile Value
Nu
Role Type
Role
Start Date
End Date
Receivables: Define Transaction Batch Source
Receivables: Setup > Transactions > Sources
Option Value Notes
Operating Unit
Legal Entity
Name
Type Manual
Batch Source
Description
Active
Effective Dates
Automatic Batch Numbering
Last Number
Automatic Transaction Numbering Yes
Last Number
Copy Document Number to Transaction Number
Allow Duplicate Transaction Numbers
Copy Transaction Information Flexfield to Credit Memo
Receipt Handling for Credits
Reference Field Default Value
Standard Transaction Type
Credit Memo Batch Source
Receivables: Define Transaction Batch Source
Receivables: Setup > Transactions > Transaction Types
Option Value
Name
Class
Transaction Status Open
Invoice Type
Application Rule Set
Description
Creation Sign Positive Sign
Printing Option
Credit Memo Type
Terms
Start Date
End Date
Open Receivable
Post to GL
Natural Application Only Yes
Exclude from Late Charges Calculation
Allow Freight
Default Tax Classification
Allow Overapplication
Payables: Verify Setup
Loans integrates with Oracle Payables to disburse funds for a direct loan and seeds Loans as a source for transactions imported to Payables through the interface tables.
- Verify that Loans appears in the Source Lookups in Payables.
- If your organization pays invoices in multiple currencies: then you must:
- Set up and enable additional currencies.
- Select Use Multiple Currencies on the Currency tab.
- Define additional internal bank accounts and remittance documents for each currency you will use.
Workflow: Enable Notifications
To be able to use notifications in Oracle Loans, set up Oracle Workflow.
In order for Oracle Loans to display notifications properly on the dashboard, in Preferences, set the Notification Email Style to HTML Mail for each user.
Loans: Define Rates
Oracle Loans Administrator: Setup > Rates
You can enter interest rates manually or upload a file from an external source.
Option Value
Index
Name
Description
Interest Rate
Start Date
...