Oracle Applications R12 Û Fresh Instance

Version 1
Authors
Reviewer
Karthikeyan P
Ramaswamy Sridhar
Sikandar Hayat Awan
India
India
Pakistan
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Oracle Applications R12 Fresh Instance
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Send Us Your Comments

The document is written by using Oracle Release 12 Fresh (TEST/PROD) Instance on Linux Red Hat AS to
show that what kind of errors user may expect when the configuration is not proper or yet to be done.
You can post your feedback directly on the web site www.erpstuff.com or email to admin@erpstuff.com. If
both options are not working due to any reason then please email directly to sikandar_h@hotmail.com.
Your comments and feedback will be really appreciated.
Thanks
Last updated: June - 2007
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P re f a c e
Anyone who has installed a fresh instance mean not Vision but TEST or PROD can use this document to get
understanding that what kind of errors will appear without setup. Although the document will cover most of
the features but this is not the whole Oracle Financials. So please consider it as a basic or reference
document. We will also recommend reading the Oracle Documentation provided by Oracle of each module.
Document Change Log

Date
05-Jun-07
07-May-07
Version
Draft
1
Description
Screens captured with basic info.
Organized into a document with more detailed
info.
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Contents
Contents ............................................................................................................................................................4
1 - Initial Login ...............................................................................................................................................5
1. Initial Login Screen................................................................................................................................ 5
2 - Responsibility and User ........................................................................................................................7
1. General Ledger Responsibility Creation ............................................................................................. 7
2. Accounts Payable Responsibility Creation.......................................................................................... 7
3. Accounts Receivable Responsibility Creation .................................................................................... 8
4. Cash Management Responsibility Creation........................................................................................ 8
5. Fixed Assets Responsibility Creation................................................................................................... 9
6. Create a User to Assign these Responsibilities ............................................................................... 10
7. Login with this new User .................................................................................................................... 10
3 - General Ledger .......................................................................................................................................12
1. Access Set setup.................................................................................................................................. 12
2. Accounting Flexfield ............................................................................................................................ 12
3. Period Types......................................................................................................................................... 13
4. Accounting Calendar ........................................................................................................................... 14
5. Ledger Sets........................................................................................................................................... 14
6. Account Code Combinations .............................................................................................................. 15
7. Encumbrance Types ............................................................................................................................ 15
8. Auto Post............................................................................................................................................... 16
9. Auto Reverse ........................................................................................................................................ 17
10.
Currencies ......................................................................................................................................... 17
4 - Accounts Payable ..................................................................................................................................18
1. Invoice Entry ........................................................................................................................................ 18
2. Payable System Setup ........................................................................................................................ 19
3. Defining Organizations........................................................................................................................ 20
5 - Accounts Receivable ............................................................................................................................22
1. Invoice Entry ........................................................................................................................................ 22
2. Customer Creation............................................................................................................................... 22
3. Organization Type ............................................................................................................................... 23
6 - Fixed Assets ............................................................................................................................................24
1. Invoice Entry ........................................................................................................................................ 24
2. Invoice Entry ........................................................................................................................................ 24
3. System Controls ................................................................................................................................... 25
4. Assets Flexfield..................................................................................................................................... 26
7 - Cash Management ................................................................................................................................27
1. OU Error ................................................................................................................................................ 27
2. Payment Template .............................................................................................................................. 27
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1 - Initial Login
1. Initial Login Screen
1.1.
1.2.
Log in as System Administrator with sysadmin user. This is the only user which will be
available for first time login.
Type your application URL in the Internet Browser.
1.3.
Enter sysadmin as User Name and same sysadmin as Password.
1.4.
1.5.
Click on Login (B).

The following are the default responsibilities assigned to sysadmin.
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2 - Responsibility and User

We need to use System Administrator to Create Responsibilities for the modules which we need to
work on and create a user name and assign them to it.
1. General Ledger Responsibility Creation
2. Accounts Payable Responsibility Creation
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3. Accounts Receivable Responsibility Creation
4. Cash Management Responsibility Creation
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5. Fixed Assets Responsibility Creation
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6. Create a User to Assign these Responsibilities
7. Login with this new User

1.1.
Use the above login name and password to login.
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1.2.
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Verify the responsibilities.
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3 - G e n e ra l L e d g e r
Now we will use General Ledger responsibility and will check different screens and will know that
what kind of setup is required in order to remove errors which will appear.
1. Access Set setup

This is the very first error message you will be receiving it in a Fresh instance since there is nothing
predefined or ready made for usage. We got to do all the set ups.
2. Accounting Flexfield
2.1.
This is how our accounting Flexfield window will look
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2.2.
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This particular Flexfield will not contain any segments.
3. Period Types
3.1.
This is how our Period Types Windows will be looking.
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4. Accounting Calendar
4.1.
Only one calendar which is shown on this following screen will be available in the fresh
instance.
5. Ledger Sets
5.1.
There will be no Ledger Sets available and a blank screen will appear.
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6. Account Code Combinations

6.1.
Account Code Combinations and other functions under Accounts Sub menu cannot be
selected, since no accounting Flexfield is available.
7. Encumbrance Types
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7.1.
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The Encumbrance Type will show the following data on Encumbrance Types screen.
8. Auto Post
8.1.
On selecting the auto post an error will appear.
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9. Auto Reverse
9.1.
On Auto Reverse screen there will be no data.
10. Currencies
10.1. Apart from STAT and USD no other currencies will be enabled.
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Important: To put it short, apart from Set up and Other Menu, all other menus are either
inaccessible or with no data
4 - Accounts Payable
Now we will use Accounts Payable responsibility and will check different screens and will know that
1. Invoice Entry
1.1.
In AP, if we try to enter an invoice, it will throw this error, since no operating unit is
defined for this responsibility.
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2. Payable System Setup

2.1.
This is payable system set up window.
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3. Defining Organizations
3.1.
For Defining organizations, set up needs to be done in HRMS module.
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5 - Accounts Receivable
Now we will use Accounts Receivable responsibility and will check different screens and will know
that what kind of setup is required in order to remove errors which will appear.
1. Invoice Entry
1.2.
In AR Transactions cannot be entered, since no ledger is defined.
2. Customer Creation
1.3.
The Customer creation screen will like following.
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3. Organization Type
1.4.
Default Organisation Type available in oracle.
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6 - Fixed Assets
Now we will use Fixed Assets responsibility and will check different screens and will know that what
kind of setup is required in order to remove errors which will appear.
1. Invoice Entry
1.1.
In FA Financial information will display the following error.
2. Invoice Entry
2.1.
Accessing Asset Workbench will display this error.
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3. System Controls
3.1.
The system controls screen will be blank.
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4. Assets Flexfield
4.1.
Asset Flexfield cannot be accessed.
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7 - C as h M an ag em en t
Now we will use Cash Management responsibility and will check different screens and will know that
1. OU Error
1.1.
In CM the following error will be displayed as no Operating Unit is yet assigned to this
responsibility.
2. Payment Template
2.1.
The Payment Template will look like the following.
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Version 1

Sikandar Hayat Awan

Keep visiting www.erpstuff.com to download the latest version of this document.

Oracle Applications R12 Fresh Instance

Send Us Your Comments

Last updated: June - 2007

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

Document Change Log

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

Enter sysadmin as User Name and same sysadmin as Password.

Click on Login (B).

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

2 - Responsibility and User

1. General Ledger Responsibility Creation

2. Accounts Payable Responsibility Creation

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

3. Accounts Receivable Responsibility Creation

4. Cash Management Responsibility Creation

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

5. Fixed Assets Responsibility Creation

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

6. Create a User to Assign these Responsibilities

7. Login with this new User

Use the above login name and password to login.

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

Verify the responsibilities.

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

1. Access Set setup

This is how our accounting Flexfield window will look

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

This particular Flexfield will not contain any segments.

This is how our Period Types Windows will be looking.

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

6. Account Code Combinations

Oracle Applications R12 Fresh Instance

On selecting the auto post an error will appear.

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

On Auto Reverse screen there will be no data.

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

All Rights Reserved - 2007

Oracle Applications R12 Fresh Instance

2. Payable System Setup

This is payable system set up window.

All Rights Reserved - 2007