SETUP LIST(Distribution& Manufacturing)

8/10/2019 SETUP LIST(Distribution& Manufacturing)

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S.NO LIST OF SETUPS MODULE

GENERAL LEDGER

1 Defining Primary Ledger GL

Defining Secondary Ledger GL

2 Defining Legal Entity GL

3 Balancing Segemnt GL4 OU Location GL

5 Defining Operating Unit GL

6 GL Period GL

7 Secondary Ledger Period GL

8 Subledger Setup (GL Summarization) GL

INVENTORY

1 Define Inventory Organizations INV

2 Define Oraganization Parameters INV

3 Define Subinventory & Location INV

4 Set Profile Options INVGL DATA ACCESS SET INV

HR USER TYPE INV

HR BUSINESS GROUP INV

HR SECURITY PROFILE INV

MO OPERATING UNIT INV

MO SECURITY PROFILE INV

5 Define Flexfield INV

6 Define UOM INV

7 Define Master Item INV

8 Define Item Templates INV

9 Define Shipping Network INV10 Define Item Category INV

11 Define Item Catalog INV

12 Open/Close Accounting Periods INV

13 Org Access to Individual Users IV

PURCHASING

1 Define Financial Options PO

2 Define Purchasing Options PO

3 Define Receiving Options PO

4 Define Document Types PO

5 Define Line Types PO6 Define Approval Hierarchy PO

7 Approval Groups

8 Approval Assignment

9 Define Buyers PO

10 Define Supplier PO

11 Define Job, Position & Employee PO

12 Open/Close Purchasing Periods PO


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ORDER MANAGEMENT

1 Define System Options OM

2 Define Profile Class OM

System Parameter OM

3 Define Item Validation OM

4 Define Transaction Type OM5 Txn Document Sequencing OM

6 Define Price List OM

7 Define Shipping Parameters OM

8 Define Customer OM

9 Define Pick Slip Grouping Rules OM

10 Define Release Sequence Rules OM

11 Define Release Rule OM

12 Open/Close Accounting Periods OM

13 Packing Slip Sequencing OM

14 Grants and Roles OM

15 Freight Carriers OM

BILL OF MATERIALS

1 Define Profile Options BOM

2 Define Parameters BOM

3 Define Resources BOM

4 Define Departments BOM

5 Define Overheads BOM

6 Define Routings BOM

WORK IN PROCESSS1 WIP Parameters WIP

2 WIP Profile Options WIP

3 WIP Accounting Classes WIP

MASTER SCHEDULING/MRP

1 System Administrator MRP

2 Key Flexfield MRP

3 Calender,Currencies & Set of Books MRP

4 Setup Organizations MRP5 Planning Parameters MRP

6 Planner Workbench MRP

7 Profile Options MRP

8 Start the Planning Manager MRP

9 Run the Information Audit MRP


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Localization

Regime Registration IL

VAT IL

Service Tax (Service Tax, Edu Cess, SHED Cess) IL

Additional Org info IL

Tax Creation IL

Tax Category ILTax Item Category IL

Assigning to Supp Add Info IL

Assigning to Cus Add Info IL

Bond Register IL

Excise/VAT Item Classification IL

Sub Inv Bonding IL

VAT Sequence IL

Claim Term defition IL

TDS period

TDS Thresold

Payables

Invoice Tolerance AP

Payable Options AP

Payable System Setup AP

Payment Terms AP

Hold and Release Names AP

AP Manual Invoice numbering sequence AP

AP Bank AP

Receivables

System Options AR

Customer Profile AR

Invoice Sources AR

AR Transaction Types AR

AR Transaction Type Seq AR

AR Bank AR

Cash AR

Auto Accounting AR

Standard Memo Lines AR

Receivable Activities AR

Auto Receipts AR

Party Tax Profile-e-Business Profile (Tax Manager) ARReceipt Source AR

Receipt Class AR

E-Business Tax (Tax Manager) -Page 84

Party Profile

Define Regime (N-SALES_TAX)

Define Tax

Define Tax Status


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Define Tax Rates

Cash Management

Cash Management profile (Sysadmin-User Management) CM

Bank Branch CM

Bank Account CM

Cheque Sequence CM

Fixed Asset

Book FA

Asset Category FA

Block of Assets FA

FA Security Profile FA

Sysadmin

Replicate Seed Data


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Done

Done

Done

DoneDOne

Done

Done

Done

Payable

Receivable

Asset

Done Inventory

Done

Done

Done

Pending

Done


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Done

Done

Pending

Done

Pending DOMESTICEXPORT

STOCK TRANSFER

Done

Done

Done

Done


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Done

Done

Done

Done

Pending

Done

Done

Done

Done

Done

Done

Done

Done

Done

Pending

Done

Done

Done

Pending

Pending

Pending

Done

Done

Yet to be confirmed

DoneDone

Pending Bankwise


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Done

Pending

Done


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No Summarization

No Summarization

Summarize by GL Date

Summarize by GL Date

Done


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Prod

S.NO LIST OF SETUPS MODULE

GENERAL LEDGER

Financial Calender GL

A Company Code GL

1 Defining Set Of Books GL

2 Defining Legal Entity GL

3 Defining Secondary Ledger GL

4 Balancing Segemnt GL

5 OU Location GL

6 Defining Operating Unit GL

7 GL Period GL

8 Secondary Ledger Period GL

9 Subledger Setup (GL Summarization) GL

10 GL numbering Sequence GL

11 Inter Company Set up GL

INVENTORY

1 Define Inventory Calendar INV

2 Define Inventory Organizations INV

3 Define Oraganization Parameters INV

4 Define Subinventory & Location INV

5 Define Master Item INV

6 Define Item Templates INV

7 Define Shipping Network INV

8 Item Sub Inventories INV

9 Define Item Category INV

10 Define Item Catalog INV

11 Open/Close Accounting Periods INV

12 Org Access to Individual Users INV

13 Locations INV

PURCHASING

1 Define Financial Options PO

2 Define Purchasing Options PO

3 Define Receiving Options PO

4 Define Document Types PO

5 Define Line Types PO

6 Define Approval Hierarchy PO

7 Approval Groups PO

8 Approval Assignment PO

9 Define Buyers PO

10 Define Supplier PO

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11 Define Job, Position & Employee PO

12 Open/Close Purchasing Periods PO

13 Freight Carriers PO

ORDER MANAGEMENT

1 Define System Options OM

2 Define Profile Class OM

3 System Parameter OM

4 Define Item Validation OM

5 Define Transaction Type OM

6 Txn Document Sequencing OM

7 Define Price List OM

8 Define Shipping Parameters OM

9 Define Customer OM

10 Define Pick Slip Grouping Rules OM

11 Define Release Sequence Rules OM

12 Define Release Rule OM

13 Open/Close Accounting Periods OM

14 Packing Slip Sequencing OM

15 Grants and Roles OM

16 Freight Carriers OM

BILL OF MATERIALS

1 Define Profile Options BOM

2 Define Parameters BOM

3 Define Resources BOM

4 Define Departments BOM

5 Define Overheads BOM

6 Define Routings BOM

7 Define BOM BOM

WORK IN PROCESSS

1 WIP Parameters WIP

2 WIP Profile Options WIP

3 WIP Accounting Classes WIP

MASTER SCHEDULING/MRP.MPS

1 System Administrator MRP

2 Key Flexfield MRP

3 Calender,Currencies & Set of Books MRP

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4 Setup Organizations MRP

5 Planning Parameters MRP

6 Planner Workbench MRP

7 Profile Options MRP

8 Start the Planning Manager MRP

9 Run the Information Audit MRP

Localization

1 Regime Registration IL

Service Tax (Service Tax, Edu Cess, SHED Cess) IL

VAT IL

TDS IL

TCS IL

2 Additional Org info IL

3 Tax Calendar IL

4 Tax Creation IL

5 Tax Category IL

6 Tax Item Category IL

7 Assigning to Supp Add Info IL

8 Assigning to Cus Add Info IL

9 Bond Register IL

10 Excise/VAT Item Classification IL

11 Sub Inv Bonding IL

12 VAT Sequence IL

13 Claim Term defition IL

Raw Material IL

Capital IL

Other Goods IL

Finished Goods IL

13 TDS period

14 TDS Thresold

Payables

1 Invoice Tolerance AP

2 Payable Options AP

3 Payable System Setup AP

4 Payment Terms AP

5 Hold and Release Names AP

6 AP Manual Invoice numbering sequence AP

7 AP Bank AP

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Receivables

1 System Options AR

2 Customer Profile AR

3 Invoice Sources AR

4 AR Transaction Types AR

5 AR Transaction Type Seq AR

6 AR Bank AR

7 Cash AR

8 Auto Accounting AR

9 Standard Memo Lines AR

10 Receivable Activities AR

11 Auto Receipts AR

12 Receipt Source AR

13 Receipt Class AR

E-Business Tax (Tax Manager) -Page 84

1 Party Profile

2 Define Regime (N-SALES_TAX)

3 Define Tax

4 Define Tax Status

5 Define Tax Rates

Cash Management

1 Cash Management profile (Sysadmin-User Management) CM

2 Bank Branch CM

3 Bank Account CM

4 Cheque Sequence CM

Fixed Asset

1 Book FA

2 Asset Category FA

3 Block of Assets FA

4 Asset Location FA

4 FA Security Profile FA

Sysadmin

1 Replicate Seed Data

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ELGI Coimbatore Support-P2P Flow Testing

ELGI Coimbatore Support-Support for Srilanka Organization Configuration

ELGI Coimbatore Support-Client Holiday

ELGI Coimbatore Support-O2C Flow Testing

ELGI Coimbatore Support-Support for Srilanka Organization Configuration in

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Prod

PROD

Done

Done

Done

Done

NA

NA

Same

Done

Done

NA

NA

Done

Shift Not entered

Done

Pick Confirmation Required, Serial and Lot CONTROL

Done

Done

Done

Done (ISO Order Type Pending, PO Number)

Done (Receipt No Sequence)

Done

Done

Done

Done

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Employee Creation Pending

Done

NA

Done

Done

Done (Seq Ass pending)

Done

NA

NA

NA

Done

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(Discount Flag Pending) Done

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Prod

Done

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roduction

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Res SSM INV SUPER USER

SSM PO SUPER USER

SSM OM SUPER USER

SSM WORK IN PROCESS SUPER USER

SSM BILL OF MATERIALS SUPER USER

SSM AP SUPER USER

SSM AR SUPER USER

SSM FA SUPER USER

SSM CASH MANAGEMENT SUPER USER

SETUP LIST(Distribution& Manufacturing)

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Transcript of SETUP LIST(Distribution& Manufacturing)