Inventory Setup Checklist

Setup Checklist

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

Step No.	Required	Step Title	Application
Step 1	Required	Set Profile Options	Common Applications
Step 2	Required	Define Exception Templates	CommonApplications
Step 3	Required	Define and Build your Workday Calendar	CommonApplications
Step 4	Required	Assign Workday Calendar to Organization	CommonApplications
Step 5	Required	Define Bill of Material Parameters	CommonApplications
Step 6	Required	Define Department Classes	Common Distribution
Step 7	Optional	Define Resources	Common Distribution
Step 8	Optional	Define Resource Setup Information	CommonApplications
Step 10	Required	Define Organizations	CommonApplications
Step 11	Optional	Define OrganizationParameters	CommonApplications
Step 12	Required	ChangeOrganizations	CommonApplications
Step 13	Required	Define IntercompanyRelations	Common Distribution
Step 14	Optional	Define ReceivingOptions	Common Distribution
Step 15	Optional	Define Picking Rules	CommonApplications
Step 16	Optional	Define ATP Rules	CommonApplications
Step 17	Optional	Define Planners	Oracle Inventory
Step 18	Required	Define Unit ofMeasure Classes	CommonApplications
Step 19	Optional	Define Unit ofMeasure	CommonApplications
Step 20	Optional	Define Unit ofMeasure Conversions	CommonApplications
Step 21	Required	Define Subinventories	CommonApplications
Step 22	Optional	Define Stock Locators	Oracle Inventory
Step 23	Required	Define Item AttributeControls	Oracle Inventory
Step 24	Required	Define Categories	Oracle Inventory
Step 25	Required	Define Category Set	Oracle Inventory
Step 26	Required	Define DefaultCategory Sets	Oracle Inventory
Step 27	Required	Define Statuses	CommonApplications
Step 28	Optional	Define Item CatalogGroups	Oracle Inventory
Step 29	Optional	Define Item Types	Oracle Inventory
Step 30	Optional	Define ItemTemplates	Oracle Inventory
Step 31	Optional	Define Items	Oracle Inventory
Step 32	Optional	DefineCross-ReferenceTypes	Oracle Inventory
Step 33	Optional	Define Item DeleteConstraints	CommonApplications
Step 34	Required	Define Cost Types	CommonApplications
Step 35	Optional	Define Cost Activities	CommonApplications
Step 36	Optional	Define MaterialSub-Elements	CommonApplications
Step 37	Optional	Define MaterialOverheads	CommonApplications
Step 38	Optional	Define DefaultMaterial OverheadRates	CommonApplications
Step 39	Optional	Define FreightCarriers	CommonApplications
Step 40	Optional	Define OrganizationShipping Network	Oracle Inventory
Step 41	Optional	Define ShippingMethods	Oracle Inventory
Step 42	Optional	Define MovementStatistics Parameters	Oracle Inventory
Step 43	Optional	Define EconomicZones	Oracle Inventory
Step 44	Optional	Define AccountAliases	Oracle Inventory
Step 45	Optional	Define TransactionSource Types	CommonApplications
Step 46	Optional	Define TransactionTypes	CommonApplications
Step 47	Optional	Define TransactionReasons	CommonApplications
Step 48	Optional	Define PurchasingOptions	CommonApplications
Step 49	Required	Define AccountingPeriods	CommonApplications
Step 50	Optional	Request InterfaceManagers	CommonApplications
Step 51	Required	Set Profile Options	Oracle Inventory
Step 52	Optional	Define ContainerTypes	Common Distribution
Step 53	Optional	Define CommodityCodes	Common Distribution
Step 54	Optional	Define CustomerItems	Common Distribution
Step 55	Optional	Define Customer ItemCross References	Common Distribution
Step 56	Optional	Define NotificationList	Oracle Inventory
Step 57	Optional	Define ShortageParameters	Oracle Inventory
Step 58	Optional	Define Kanban PullSequences	Oracle Inventory