Playbook: Fusion Financials setup sequence

1. Create the implementation project in Setup and Maintenance (Financials offering, opt in features).
2. Define enterprise, legal jurisdictions and legal entities.
3. Build the chart of accounts: value sets, structure, instance, value set values, account hierarchies.
4. Create the accounting calendar and currencies.
5. Create primary ledger (COA + calendar + currency + accounting method) and secondary/reporting ledgers if needed.
6. Assign legal entities and balancing segment values; complete ledger options.
7. Define business units and assign business functions.
8. Configure data access sets and security.
9. Set up tax (regimes, taxes, rates, rules; India GST if applicable).
10. Configure subledgers: Payables, Receivables, Cash Management, Assets, Expenses.
11. Set up banks, branches and accounts.
12. Load opening balances and masters with FBDI; reconcile.

Reference: Oracle Fusion Financials documentation (Implement).