Purchasing Setup Checklist

1 Define set of books
2 Define descriptive flexfields
3 Define organizations
4 Define cross-reference types
5 Define profile options
6 Define financials options
7 Define accounting flexfield combinations
8 Define tax names
9 Define payment terms
10 Open and close General Ledger (GL) accounting periods
11 Open purchasing and inventory accounting periods
12 Define locations
13 Define location associations
14 Define job flexfield
15 Define jobs
16 Define position flexfield
17 Define positions
18 Define position hierarchies
19 Enter employee
20 Define item categories flexfield
21 Define category
22 Define category sets
23 Define default category set
24 Define control rules and groups
25 Define position controls
26 Fill employee hierarchy
27 Define usernames
28 Define purchasing lookup codes
29 Define freight carriers
30 Define inspection codes
31 Define hazard classes
32 Define United Nations (UN) numbers
33 Define standard notes
34 Define unit of measure classes
35 Define units of measure
36 Define unit of measure conversions
37 Define system items flexfield
38 Define item attribute controls
39 Define item templates
40 Define item catalog flexfield
41 Define item catalog groups
42 Define buyers
43 Define item
44 Define item relationships
45 Define line types
46 Define document controls
47 Start autosubmit
48 Define purchasing options
49 Define receiving options
50 Enter vendors
51 Define your transactions reasons
52 Set up Oracle Workflow
53 Request your receiving transaction processor
54 Define your concurrent process resubmission interval