Important Profiles During Implementation

1. Receiving transaction Processor concurrent not visible
TP: INV Transaction processing mode                 —         On-line

RCV: Processing Mode                                   —         On-Line  set to User & Resp.

2. Auto creates tools copy document next document form not pop-up.

PO: Display the Autocreated Document               —         No to Yes

PO: Display the Autocreated Quotation                —         No to Yes

PO: Allow Buyer Override in Autocreate Find        —         Yes or No

PO: Allow Category Override in Autocreate Find   —         Yes or No

PO: Allow Referencing CPA Under Amendment    —         Yes or No

PO: Allow Requisition Approval Forward Action     —         Yes or No

HR: Supervisor Hierarchy Usage —Use Assignment-based  Supervisor Hierarchies
                                                     Use Person-based Supervisor Hierarchies

HR: Display Position Hierarchy                           —         Yes or No

PO: Allow Requisition Approval Forward Action     —         Yes or No       

3. Requisition Import required Internal & Purchase Requisition

PO: Legal Requisition Type                                             —         Both

PO: Restrict Requisition line modify to quantity split         —         No

RCV: Allow routing override                                             —         Yes

OM: Display New Order after Copy                                  —         Yes

OM: Item Change Honors Frozen Price                            —         Yes

OM: Return Item Mismatch Action                                   —         Allow

4. Sales Order Number not automatic sequencing

Sequential Numbering                                                    —         Always Used

AR:Maximum lines per AutoInvoice                                  —        20

AR: AutoInvoice Gather Statistics                                    —         No

AR: Use Invoice Accounting For Credit Memos                 —         Yes

eBTax: Allow Override of Customer Exemptions                —         Yes

WIP:Job Name Updatable                                               —         Yes to No

Drop ship

OM: Population Of Buyer Code For Dropship Lines           —         Order Creator     (not mandatory)

Requisition import & Create release both should run at a time

PO: Release During ReqImport                                        —         Yes

Localization Profiles

Responsibility    —          Purchasing

JG: Application                          —         Purchasing

JG: Product                               —         Asia/Pacific Localizations

JG: Territory                              —         India

JG: Company Operating Unit       —         Operating Unit Name

Responsibility    —          Inventory

JG: Application                          —         Inventory

JG: Product                               —         Asia/Pacific Localizations

JG: Territory                              —         India

JG: Company Operating Unit       —         Operating Unit Name

Responsibility    —          Order Management

JG: Application                          —         Order Management

JG: Product                               —         Asia/Pacific Localizations

JG: Territory                              —         India

JG: Company Operating Unit       —         Operating Unit Name

Any changes from SO Header level it won’t affect to line level need to set the profile – R12 Futures:-

OM: Sales Order Form:
Cascade Header Changes to Line               —    Automatic

QP: Item Validation Organization               —    IMO

OM: Item Validation Organization             —    IMO setting up both should Same
                                     (then only Item should be listing in price list and modifier)

FND: Record History Enabled

FND: Diagnostics                     —    Yes (Customer web page view record history

Personalize Self-Service Defn–>

                                            No to Yes (Customer web page view record history)

HZ: Enable Duplicate Prevention at Party Creation —   Disabled

                                                                               Organization only

                                                                               Organization and Person

                                                                                Person only

HZ: Enable DQM Party Search                          —    Yes

ASO : Price List Override                                   —    Yes

PO: Allow Buyer Override in Autocreate Find       —     Yes

Transaction type added Customer PO mandatory —    Check box enabled
                                                                              Organization Type
In a Human Resources responsibility, the navigation is Other Definitions > Application Utilities Lookup.

    Works
    Non-Works
    Dump
    Branch
    Warehouse
    Goodown

1. Define FOB: AR à Purchasing lookup à Query FOB      —         Add the Value
                                                                             
2. Define Freight carrier: Order Management à Setup à Shipping à Freight Carrier, Cost Type à Freight Carrier      —         Add the value

3. Define Freight Terms: Order Management à Setup à Quick Codes à Order Management à Query Freight Terms   —   Add the Value

AR: AutoInvoice Gather Statistics               —         No to Yes

( AutoInvoice Master Program concurrent error)

AR:Maximum lines per AutoInvoice worker    —         10000 (null to 10000)

Credit Memo Profile

AR: Use Invoice Accounting For Credit Memos         —        Null to Yes

AR: Transaction Batch Source                                 —         Null to
                                                                                    
INV: Advanced Pricing for Inter-Org Transfers        —         Null to Yes

INV: Advanced Pricing for Inter-Org Transfers        —         No

Price list security:-
Price list and Modifier need to set to Operating Unit level or Global
QP: Security Control                                                —         OFF / ON

QP: Security Default Maintain Privilege                    —  Global
                                                                                      None
                                                                                      Operating Unit
                                                                                      Responsibility
                                                                                      UserQP: Security Default ViewOnly Privilege                   —   Global
                                                                                      None
                                                                                      Operating Unit
                                                                                      Responsibility
                                                                                      User

CST: Transfer Pricing Option                                     —         No

 Internal Sales Order Price Defaulted from Inventory Item cost à Sales Order à Line items à pricing tab à Calculate Price flag set Freeze price to Calculate price.

OM: E-Mail Required on new Customers  — No to Yes (When create new customer or add Contact)