Purchasing Setup Checklist

The following table lists setup steps and a reference to their location:

Step. No.	Required	Step Title	Application
Step 2	Required	Define Accounting Key Flexfields	Common Applications
Step 3	Required	Set Up Calendars, Currencies, and Ledgers	Common Applications
Step 4	Required	Define Human Resources Key Flexfields	Common Applications
Step 5	Required	Define Locations	Human Resources
Step 6	Required	Define Organizations and Organization Relationships	Human Resources
Step 7	Required	Convert to a Multi-Org Architecture	Common Applications
Step 8	Required	Define Inventory Key Flexfields	Common Applications
Step 9	Required	Define Units of Measure	Oracle Inventory
Step 10	Optional	Define Freight Carriers	Oracle Inventory
Step 11	Required	Define Item Attributes, Codes, and Templates	Oracle Inventory
Step 12	Required	Define Categories	Oracle Inventory
Step 13	Optional	Define Catalog Groups	Oracle Inventory
Step 14	Required	Set Up Personnel	Human Resources
Step 15	Required	Set Up Oracle Workflow	Common Applications
Step 16	Required	Decide How to Use the Account Generator	Oracle Purchasing
Step 17	Required	Define Financial Options	Oracle Payables
Step 18	Optional	Define Subinventory Locations	Oracle Inventory
Step 19	Optional	Set Up Encumbrance Accounting for Purchase Orders with Shop Floor Destination Type	Oracle Enterprise Asset Management
Step 20	Optional	Define Cross-Reference Types	Oracle Purchasing
Step 21	Optional	Define Taxes	Oracle E-Business Tax
Step 22	Optional	Define Payment Terms	Oracle Payables
Step 23	Required	Set Up Approval Information	Oracle Purchasing
Step 24	Required	Define Lookups and Classes	Oracle Purchasing
Step 25	Optional	Define Standard Attachments	Oracle Purchasing
Step 26	Required	Define Buyers	Oracle Purchasing
Step 27	Optional	Define Items	Oracle Purchasing
Step 28	Required	Define Line Types	Oracle Purchasing
Step 29	Required	Start the Purchasing Database Administrator	Oracle Purchasing
Step 30	Optional	Define Transaction Reasons	Oracle Purchasing
Step 31	Required	Define Purchasing Options	Oracle Purchasing
Step 32	Required	Define Receiving Options	Oracle Purchasing
Step 33	Required	Set Up Transaction Managers and Resubmission Intervals	Oracle Purchasing
Step 34	Required	Define Suppliers	Oracle Payables
Step 35	Required	Set Up Workflow Options	Oracle Purchasing
Step 36	Required	Submit Workflow-related Processes	Oracle Purchasing
Step 37	Optional	Define Descriptive Flexfields	Common Applications
Step 38	Optional	Set Up Automatic Sourcing	Oracle Purchasing
Step 39	Required	Open Inventory and Purchasing Accounting Periods	Oracle Purchasing
Step 40	Required	Perform Additional System Administrator Setup	Common Applications
Step 41	Required	Define User Profiles	Oracle Purchasing