P2P Full Cycle Implementation Setup Process

    I.            Login with OPERATIONS user

1.       select system administrator resp

2.       Creating user

3.       Attach system administrator responsibility for that user.

4.       Logout from operations account

 II.            Login with our own user( what we are created)

1.       Select system administrator resp

2.       Create the responsibilities for AP,AR,PO,GL,INV,HRMS,OM,TAX,PAYMENTS,CM,FA

3.       Attach the above responsibilities to the user.

4.       Assign HR USER profile option(HR:USER TYPE) to HRMS RESP

             III.            Switch to HRMS RESP

1         Define a new LOCATION

2         Create a NEW BUSINESS GROUP

             IV.            SWITCH TO SYSTEM ADMIN RESP

1.       ASSIGN HR:BUSINESS GROUP PROFILE OPTION TO ALL RESP

2.       ASSIGN HR: SECURITY PROFILE PROFILE OPTION TO ALL RESP

3.       ASSIGN MO: SECURITY PROFILE PROFILE OPTION TO ALL RESP

                                                                

                V.            SWITCH TO GL RESP

1.       CREATE A NEW CURENCY OR USE PRE DEFINED

2.       CREATE A CALENDER

3.       CREATE A CHART OF ACCOUNTS

4.       CREATE A LEGAL ENTITY FOR OUR ORGANISATION BY USING ACCOUNTING SETUP MANAGER

5.       CREATE A  PRIMARY LEDGER BY USING 4 C’S (currency,calendar,chart of accounts and sub ledger accounting method)

6.       CREATE A OPERATING UNITS FOR OUR BUSINESS GROUP

             VI.            SWITCH TO SYSTEM ADMIN RESP

1.       ASSIGN GL:LEDGER NAME PROFILE OPTION TO ALL RESP

2.       ASSIGN MO: OPERATING UNIT PROFILE OPTION TO ALL RESP

          VII.            SWITCH TO HRMS RESP

1.       Create a new INVENTORY ORGANISATION

       VIII.            Switch to SYSTEM ADMIN RESP

1.       RUN REPLICATE SEED DATA PROGRAM

             IX.            SWITCH TO INV RESP

1.       CREATE A INVENTORY WORK DAY CALENDER

2.       COMPLETE THE INVENTORY INFORMATION FOR OUR INVENTORY ORGANISATION

3.       CREATE SUB INVENTOTY ORGANISATIONS

                X.            SWITCH TO PO RESP

1.       DEFINE THE FINANCIAL OPTIONS

2.       DEFINE THE PURCHASING OPTIONS

3.       DEFINE THE RECEIVING OPTIONS

             XI.            SWITCH TO HRMS RESP

1.       CREATE A NEW JOB

2.       CREATE A NEW POSITIONS

3.       CREATE A POSITION HIERARCHY

4.       CREATE EMPLOYEES

          XII.            SWITCH TO SYSTEM ADMIN RESP

1.       CREATE USERS FOR EMPLOYEES

2.       ATTACH THE RESP FOR CORRESPONDING USERS

       XIII.            SWITH TO PO RESP

1.       DEFINE APPROVAL GROUP

2.       ASSIGN APPROVAL GROUP TO POSITIONS

3.       UPDATE DOCUMENT TYPES

4.       CREATE A ITEMS

5.       CREATE SUPPLIERS

6.       CONVERT EMPLOYEE AS BUYER

7.       OPEN THE PERIOD

8.       RUN  “FILL EMPLOYEE HIERARCHY “ PROGRAM

       XIV.            SWITCH TO GL RESP

1.       OPEN THE GL PERIODS

          XV.            SWITCH TO INV RESP

1.       OPEN THE PERIODS IN INVENTORY

       XVI.            SWITCH TO AP RESP

1.DEFINE PAYABLE OPTIONS

    XVII.            LOGOUT  FROM OUR OWN USER

 XVIII.            LOGIN WITH SYSADMIN

1.       SELECT USER MANAGEMENT RESP

2.       MAKE OUR LE AS RIGHT TO GET THE GRANT TO ACCESS THE BANK ACCOUNTS

3.       LOGOUT  FROM SYSADMIN

       XIX.            LOGIN WITH OUR OWN USER

          XX.            SWITCH TO AP RESP

1.       CREATE BANK

2.       CREATE BANK BRANCH

3.       CREATE BANK ACCOUNTS

4.       OPEN PAYABLE PERIODS

5.       DEFINE DISTRIBUTION SETS

6.       DEFINE PAYMENT TERMS

7.       DEFINE SCHEDULE TERMS

       XXI.            SWITCH TO TAX RESP

1.       CREATE PARTY TAX PROFILE

2.       CREATE TAX REGIME

3.       CREATE TAX

4.       CREATE TAX RATE

5.       CREATE TAX STATUS

6.       CREATE TAX JURIDICTION

7.       CREATE TAX ACCOUNTS

8.       CREATE TAX RULES

9.       MAKE TAX AVAILABLE FOR TRANSACTIONS