Config Loan

BR100 APPLICATION SETUP DOCUMENT

ORACLE LOANS

Author: Blanca Lozano

Creation Date: Noviembre 29th 2012

Last Updated: Noviembre 29th 2012

Version: 1.0

Release: 12

Contents

HRMS: Define Employees 3

System Administrator: Define Users as Employees 4

System Administrator: Create Responsibilities 5

System Administrator: Define Security Profiles 7

CRM Resource Manager: Define Employees as Resources 8

Receivables: Define Transaction Batch Source 10

Receivables: Define Transaction Batch Source 11

Loans: Define Rates 12

Loans: Define Conditions 13

Loans: Define Notifications 14

Loans: Define Loan Types 15

Loans: Define System Options 16

Loans: Define Accounting 17

Loans: Define Fees 18

Loans: Define Loan Products 19

PO: Define Lookups 22

Prerequisites 23

Open and Closed Issues 24

Open Issues 24

Closed Issues 24

Comments 24

HRMS: Define Employees

HRMS: People > Enter and Maintain

Option Value

System Administrator: Define Users as Employees

System Administrator: Security > User > Define

Option Value

User Name

Password

Description

Person

Responsibility

System Administrator: Create Responsibilities

System Administrator: Security > Responsibility > Define

Option Value

Responsibility Name

Application

Responsibility Key

Description

Effective Dates: From

Oracle Self Service Web Applications Yes

Data Group: Name

Data Group: Application

Menu

Menu Exclusions

Type Name Description

System Administrator: Define Security Profiles

System Administrator: Profile > System

Run the Replicate Seed Data program for each operating unit in which you plan to use Loan.

Profile Value

LNS: Generate Loan Number

LNS: Disable Loan Class Access

Concurrent Report Access Level

CRM Resource Manager: Define Employees as Resources

CRM Resource Manager: Resource Manager > Maintain Resources > Import Resources

Profile Value

Nu

Number

Name

Organization

CRM Resource Manager: Resource Manager > Maintain Resources > Resources

Profile Value

Nu

Number

Name

Profile Value

Nu

Role Type

Role

Start Date

End Date

Receivables: Define Transaction Batch Source

Receivables: Setup > Transactions > Sources

Option Value Notes

Operating

...