9/20/2016

ABriefDiscussiononOraclePropertyManagerSetupChecklist(OracleEBusinessSuiteSupportBlog)

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HRMSMX:EndofYear...|Main|UK:P11DLegislativ...

ABriefDiscussiononOraclePropertyManagerSetupChecklist
ByVaishaliOracleonFeb11,2016
Aswehaveseenintheearlierpost,OraclePropertyManagerintegrateswithmanysubledgers.Sowhenyourstinstall
andsetupOraclePropertyManagerforyourbusiness,youmustcongureseveralcomponentswithinPropertyManager
aswellasinothersubledgers.Hereisabriefdiscussiononthoserequiredsetups

A. Inothersubledgers
B. InOraclePropertyManager
A.Inothersubledgers:OraclePropertyManagerintegrates/usesmanyinformationwhicharedenedinothersub
ledgers.SobeforewestartimplementingPropertyManager,fewmandatory/optionalsetupsneedtobedoneinother
subledgers.Thebelowtablegivesaglimpseoffewimportantsetups
Subledger
GeneralLedger

Setups
DeneChartofAccount
EnterAccountingCalendar/periodtype
DenelegalEntities
DeneLedger
Dene/enableCurrencyandexchangerates
SetupproleGL:LedgerName

HRMS
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Deneemployees
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ABriefDiscussiononOraclePropertyManagerSetupChecklist(OracleEBusinessSuiteSupportBlog)

DeneOrganization
DeneSecurityProles

Subledger

ModifypredenedsetupsinOracleSubledger
Accounting(ifrequired)
SetUpSubledgerAccountingOptions

Receivables

EnterCustomerDetails
Denetransactiontypes/sources
DenePaymentterm

Payables

Entersuppliers
Denedistributionsets

EBusinessTax

Setuptaxes

B.InOraclePropertyManager:WhenyourstinstallandsetupOraclePropertyManagerforyourbusiness,youmust
congureseveralcomponents,includingexelds,lookups,andsystemoptions.Afterthesecomponentsareproperly
congured,youcanuseOraclePropertyManagerwithoutmakinganyroutinemodications.
TherequiredsetupsinPropertyManagercanbemainlyclassiedinto
a.Proleoptions
b.SystemOptions
c.DescriptiveFlexeldsandlookups
d.LocationHierarchy
e.Contacts
a.Proleoptions:Aproleisasetofchangeableoptionsthataectthewayyourapplicationlooksandbehaves.
InPropertyManager,wehavemanyproleoptionswhichdecidesthewayafunctionality/application
works.InPropertyManagerfewprolesaresetatsystemoptionslevelandfewaresetatsystem
administratorlevel.
Formoredetailsonthedierentproleoptionsavailable,valuesthatcanbesetforeachproleoption,how
application/functionalitychangeswitheachoption,referthedocument1099133.1.
b.Systemoptions:SystemoptionstocustomizetheOraclePropertyManagerenvironmentforeachoperating
unit.Systemoptionsdetermineyourledgerandcurrencyconversiontype,accountingoptionetc.System
optionsalsocontrolhowOraclePropertyManagerdisplayslocationaliases,sendsinformationtoOracle
Payables,andOracleReceivables,andgovernscreationofleasesandspaceassignments.Italsohasoptionsto
settheautomaticnumbergenerationforlease,rentincrease,variablerentetc.
c.DescriptiveFlexeldsandlookups:Descriptiveexeldsarenormallyusedtocapturetheadditional
informationthatisimportantanduniquetoyourbusinessandtheseinformationsarenotcapturedin
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ABriefDiscussiononOraclePropertyManagerSetupChecklist(OracleEBusinessSuiteSupportBlog)

standardapplication.SowhileimplementingOraclePropertyManager,onehastodecidewhataddition
informationbusinesswantstocaptureandbasedonthatdenethestructureofdescriptiveexeldsand
theirrespectivevaluesets.
OraclePropertyManagermodulealsoprovidesanoptiontoaddandmodifysomeofthelookupvaluesto
beermatchyourenterpriseneedsintheOraclePropertyManagerLookupswindow.
d.LocationHierarchy:InOraclePropertyManager,thetermpropertyreferstolandortobuiltupproperty.
Whetheryourpropertyconsistsofvacantlandorbuildings,youcandeneitatseverallevels.Forbuiltup
property,thedefaultlocationhierarchyisbuilding,oor,andoce.Forland,thelocationhierarchyisland,
parcel,andsection.
However,dierentindustriesusedierenttermsforproperties.Sobasedonyourbusinessneeds,Youcan
customizepropertynamingconventionsbychangingthemeaninganddescriptioneldsforthe
PN_LOCATION_TYPElookup.Afteryouchangethevaluesinthelookup,thenewpropertytermsreplacethe
oldtermsthroughoutOraclePropertyManager.
e.Contacts:Contactfeatureisnormallyusedtorecordthecontactdetailsofcompaniesorotherbusinessentities
/partiestotheleaselikelandlords,insurancecompanies,security,maintenanceetc.Youcanrecordcontact
informationforeachcontact,includingthenameandaddressofthebusiness,telephonenumber,andemail
addressofpeopleinthecontactcompany.
Foradditional/detailedinformationoneachofthesesetupconsiderationsreferOraclePropertyManagerImplementation
guide.

Category:PropertyManager
Tags:pnsetup
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