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Enviado por   •  21 de Enero de 2013  •  719 Palabras (3 Páginas)  •  315 Visitas

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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

...

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