Before you implement Oracle Advanced Collections, you must set up other Oracle E-Business Suite applications. Follow the steps listed in the table below. Optional steps extend or add functionality to Oracle Advanced Collections.
After setting up the applications required for your business, you can implement Oracle Advanced Collections. See: Setting Up Oracle Advanced Collections.
You can determine the order in which you perform these steps, except for the first two steps listed. Create employee locations, organizations, and employees before performing any of the other steps.
Pre-Implementation Checklist
| Step Number | E-Business Product | Step | Required |
|---|---|---|---|
| Step 1 | Oracle HRMS | Create Employee Locations and Organizations | Required |
| Step 2 | Oracle HRMS | Create Employees | Required |
| Step 3 | Oracle Resource Manager | Define Resource Group Hierarchy | Optional |
| Step 4 | Oracle Resource Manager | Assign Roles and Resource Groups | Required |
| Step 5 | Oracle Territory Manager | Assign Collectors | Optional |
| Step 6 | Oracle Receivables | Set Up Oracle Receivables | Required |
| Step 7 | Oracle Receivables | Enable AR Transaction Summary Tables | Required |
| Step 8 | Oracle Cash Management | Set Up Oracle Cash Management | Required |
| Step 9 | Oracle Payments | Set Up Oracle Payments | Optional |
| Step 10 | Oracle iReceivables | Set Up Oracle iReceivables | Optional |
| Step 11 | Oracle Inventory | Set Up Units Of Measure | Required for Strategies |
| Step 12 | Oracle Applications Object Library | Set Up Security and Responsibilities | Required |
| Step 13 | Oracle Notes | Set Up Notes | Optional |
| Step 14 | Oracle Tasks | Set Up Tasks | Optional |
| Step 15 | Oracle XML Publisher | Set Up Oracle XML Publisher | Optional |
| Step 16 | Oracle XML Publisher | Create Oracle XML Publisher Templates | Optional |
| Step 17 | Oracle TeleSales | Enable Customer Interaction Tracking | Optional |
| Step 18 | Oracle Customer Interaction History | Set Up Interaction History | Optional |
| Step 19 | Oracle TeleSales | Enable Interaction Center | Optional |
| Step 20 | Oracle TeleSales | Set Up Call Wrap-up Administration | Optional |
| Step 21 | Oracle Marketing | Implement Oracle Trade Management | Optional |
| Step 22 | Oracle Bill Presentment Architecture | Set Up Bill Presentment Architecture | Optional |
| Step 23 | Oracle Lease and Finance Management | Install Oracle Lease and Finance Management | Optional |
| Step 24 | Oracle Loans | Install Oracle Loans | Optional |