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MULTI ORG STRUCTURE = R 12

Multi Org structure is used to implement or capture the multiple organization information
in single point of instance.
Importance of Multi org setup:
We can use the data in single instance
More secured data
Control over different departments.
Structure:

Business Group

Primary Ledger

Legal Entity

Operating Unit

Inventory Org

Sub inventory

Definitions
Business Group:
It is a highest level organization in multi org structure. It serves human resources
information.
One BG may contain multiple ledgers.
Ledger:
It is a reporting entity in which we will record business transactions.
One ledger may contain multiple legal entities.
But one ledger must be associate with one Business group.
Legal Entity:
It is a tax authority. One LE contains multiple operating units.
But one LE must associate with one Ledger.
Operating unit:
It is a major business division. One OU contains multiple inventory organizations.
But it must be associate with one legal entity only.
Inventory organization:
It is a warehouse or a plant where goods are stored.
One inventory org may contain multiple sub inventories.
But always inventory org must be associate with one OU only.
Sub inventory:
It is a part in the inventory organization.
Each sub inventory must be associated with one inventory organization.

MOAC MULTI ORG ACCESS CONTROL


MOAC is used to get access into multiple operating unit from single responsibility.
We will use MO: Security profile profile option to assign MOAC to the responsibility.
To get access into one operating unit from single responsibility we will use MO:
Operating unit profile option.
Step: 1

Define MOAC security profile

Navigation:

Human Resources
Security Profile

Name your security profile


Choose Business group
Choose security type: Secure organization by organization hierarchy and/or
organization list.
Classification

Organization name

Operating unit

Choose your Operating unit

Inventory Organization

Choose your inventory organization

Save your work.

Step: 2

Run Security list maintenance program

Navigation:

Human Resources
Process and reports Submit process and Reports

Program name:

Security list maintenance

Parameters:
Generate list for:

All security profiles

Ensure program completed normal.

MOAC MULTI ORG ACCESS CONTROL

Multi Org Setup steps


Step: 1

Define Location

Step: 2

Define Business Group

Step: 3

Define Currency

Step: 4

Define Ledger

Step: 5

Define Responsibilities

Step: 6

Assign Profile options to responsibilities

Step: 7

Define users

Step: 8

Assign Responsibilities to user

Step: 9

Define Legal Entity

Step: 10

Assign legal Entity to Ledger

Step: 11

Define operating unit

Step: 12

Define work day calendar

Step: 13

Define inventory organizations

Step: 14

Define sub inventory

Step: 15

Open periods in GL

Step: 16

Run Replicate seed data program

Step: 17

Run Multi org validation report

Multi Org Setup steps


Step: 1

Define Location

Navigation:

HRMS
Work structure Location

Scope:
Global
Enter Name and Address of your location
Go to Shipping Details and enable check boxes

Multi Org Setup steps


Step: 2

Define Business Group

Navigation:

HRMS
Work Structure Organization Description

Click on New
Enter your business group name
Choose type: Business group
Choose Location
Save your work

Choose organization classification name as Business group


Enable the check box
Save your work

Click on Others button

Multi Org Setup steps


Choose Business group information
Enter the fields

Say OK
Save your work.

Multi Org Setup steps


Step: 3

Define Currency

Navigation:

General Ledger
Setup Currencies Define

Oracle already defined 200+ currencies


Query your functional currency and enable that

Save your work

Multi Org Setup steps


Step: 4

Define Ledger

Navigation:

General Ledger

Setup Financials Accounting setup manager Accounting setup


Pre requisites to define General Ledger:
Step: 4.1

Define chart of accounts or Structure

Navigation:

General Ledger

Setup Financials Flex fields Key Segments

Use CTL F11


Choose:
Application as General ledger
Flex Field Title as Accounting Flex Field
Crete your own structure

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Multi Org Setup steps

Click on Segments button


Assign Value set to Segments

Save your work


Assign Flex field Qualifiers to Segments
Choose Segment separator
Enable allow dynamic inserts
Freeze flex field definition
11

Compile your structure

Multi Org Setup steps

Click on Compile button

Structure definition will store at GL_CODE_COMBINATIONS_KFV


Say OK
Go to View Request
Ensure concurrent program completed normal

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Multi Org Setup steps

Refresh the request

Step: 4.2

Define Segment values

Navigation: General Ledger


Setup Financials Flex Fields Key Values

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Multi Org Setup steps

Choose:
Application:

General Ledger

Title:

Accounting Flex Field

Choose your structure


Choose Segment
Click on Find to define segment values

Define segment values


Assign segment qualifiers for each segment value.
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Multi Org Setup steps


Step: 4.3

Define Accounting Calendar

Step: 4.3.1 Define Period type


Navigation: General Ledger
Setup Calendars Types

Enter period type


Specify periods per year
Choose year type Calendar / Fiscal
Enter description
Save your work

Step: 4.3.2 Define Accounting Calendar


Navigation: General Ledger
Setup Calendars Accounting

Enter name of the accounting calendar


Enter month name in prefix column
Choose period type
Enter Year, quarter, period number
Enter From date and to date of the month
Enable Adjusting check box for the adjustment period

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Multi Org Setup steps

Validate your calendar


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Multi Org Setup steps


Step: 4.3

Define Ledger

Navigation:

General Ledger

Setup Financials Accounting setup manager Accounting setup

Click on Create Accounting setup

Say Next
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Multi Org Setup steps

Enter primary Ledger name


Choose chart of accounts
Choose accounting calendar
Choose functional currency
Choose Sub Ledger Accounting Method: Standard Accrual

Say Next
Say Finish

Say Define Accounting options


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Multi Org Setup steps


You will see 5 setup steps:
1.
2.
3.
4.
5.

Ledger Options
Reporting Currencies
Balancing Segment value assignments
Sub ledger Accounting Options
Sequencing

Click on Update button against Ledger Options

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Multi Org Setup steps

Say Next

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Multi Org Setup steps

Choose Retained Earnings Account


Say Next

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Multi Org Setup steps

Say Next
Say Finish
Now Accounting setup step no 1 name changed to your Primary ledger name from
Ledger Options

Click on Update button of Reporting Currency setup step

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Say Complete

Multi Org Setup steps


Click on update button of Balancing Segment value Assignments setup step
Say Complete
Click on update button of Sequencing setup step
Change status to Complete
Say Apply

Say Complete

Say Yes
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Multi Org Setup steps

Say Return to Accounting Setups

Close this window.

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Multi Org Setup steps


Step: 5

Define HRMS Responsibility

Navigation: System Administration


Security Responsibility Define

Application:

Human Resources

Data group:
Name:

Standard

Application:

Human resources

Menu:

US HRMS Navigator

Request Group:
Name:

HR Reports and Processes


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Application:

Human resources

Multi Org Setup steps


Step: 5.1

Assign Profile options to HRMS Responsibility

Navigation: System Administrator


Profile System

Profile Options:
1.
2.
3.
4.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name

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Multi Org Setup steps


Step: 6

Define GL Responsibility

Navigation: System Administration


Security Responsibility Define

Application:

General Ledger

Menu:

GL _ Super User

Request Group:

GL Concurrent Program Group

Step: 6.1

Assign Profile options to GL Responsibility

Navigation: System Administrator


Profile System
Profile Options:
1.
2.
3.
4.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
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Multi Org Setup steps


Step: 7

Define Legal Entity

Navigation:

General Ledger

Setup Financials Accounting Setup Manager Accounting Setup

Click on Legal Entities button

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Click on Create Legal Entity button

Multi Org Setup steps

Choose Territory : India


Enter Legal Entity name
Enter Organization name
Enter Legal Entity identifier
Enter PAN number

Choose Create New Address


Enter Location
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Enter Address details

Multi Org Setup steps

Choose Type of Company


Choose Currency
Say Apply
You will see the Confirmation screen

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Multi Org Setup steps


Step: 8

Assign Legal Entity to Ledger

Navigation: General Ledger


Setup Financials Accounting Setup Manager Accounting Setup

Query your Ledger

Click on Update Accounting Options

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Multi Org Setup steps

Click on Add Legal Entity

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Click on Add Legal Entity

Multi Org Setup steps

Query your Legal Entity

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Select your Legal Entity

Say Apply

Multi Org Setup steps


You will see one more setup step Operating units added as 6 th setup step
1.
2.
3.
4.
5.
6.

Primary Ledger
Reporting Currency
Balancing Segment Value Assignment
Sub Ledger Accounting Options
Sequencing
Operating Units

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Click on Return to Accounting Setup

Click on Legal Entities tab


Query your Legal Entity

Multi Org Setup steps


You will see one more Legal Entity added as Establishment by system

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Step: 9

Create Legal Entity at HRMS module

Navigation: HRMS
Work structure Organization Description

Say New
Name your Legal Entity
Choose Location
Save your work

Multi Org Setup steps


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Multi Org Setup steps


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Choose GRE / Legal Entity under Organizations classifications


Select Enabled check box
Save your work
Click on Others button
You will see the Additional Information fields
Nothing to do here

Save and close the window.

Multi Org Setup steps


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Step: 10

Create Operating Unit at ASM

Navigation: General Ledger


Setup Financials Accounting Setup Manager Accounting Setup

Query your Ledger

Click on Update Accounting Options

Click on Update button of Operating Units

Multi Org Setup steps


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Click on Add Operating Unit

Enter Operating Unit Name


Enter short code for Operating unit name
Under Assignments tab
Choose Business Group
Choose Legal Entity
Say Apply
To add more operating units click on Add another

Multi Org Setup steps


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Say Complete

Close the window.

Multi Org Setup steps


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Step: 11

Define Inventory Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Inventory

Menu:

INV _ Navigate

Request group:

All Inclusive GUI

Step: 11.1 Assign Profile options to Inventory Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name

Multi Org Setup steps


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Step: 12

Create User

Navigation: System Administrator


Security User Define
Enter User Name
Enter Password

Save your work


Close the window

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Multi Org Setup steps


Step: 13

Assign Responsibilities to User

Navigation: System Administrator


Security User Define

Save your work


Close the window

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Multi Org Setup steps


Step: 14

Define Master Inventory

Step: 14.1 Define Workday Calendar


Navigation:

Inventory

Setup Organizations Calendars

Enter Work day Calendar Name and Description


Choose Quarterly type
Choose Calendar Date Range
Click on Work day Pattern

Save and Close this window


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Multi Org Setup steps

Click on Shifts

Enter Shift details

Click on Times

Save and close this window


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Multi Org Setup steps

Save and close this window

Place the Cursor on Name field


Go to Tools Build
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Multi Org Setup steps

Say OK
Go to View Request
Ensure program Build work day Calendar Completed Normal

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Multi Org Setup steps


Step: 14.2 Define Master Inventory Organization
Navigation:

HRMS

Work Structure Organization Description

Enter Master inventory organization Name


Choose Location
Save your work
Choose Name Inventory Organization under Organization classification
select Enabled check box

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Multi Org Setup steps

Click on Others button

Choose Accounting Information


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Multi Org Setup steps

Choose:
Primary Ledger
Legal Entity
Operating unit
Say OK
Save and Close this window

Choose Inventory Information


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Multi Org Setup steps


Inventory Parameters: tab

Enter Organization code


Choose Item master Organization
Choose workday calendar
Costing Information: tab

Choose Costing method


Transfer to GL: Yes
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Choose Material Account

Multi Org Setup steps


Revision, LOT, Serial and LPN: tab

Enter Starting Serial Number: 1


Other Accounts: tab
Enter Receiving Accounts
Enter Profit and Loss Accounts
Enter Deferred COGS Account

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Multi Org Setup steps

Save your work

Close this window.

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Multi Org Setup steps

Choose Receiving Information

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Save and Close Window.

Multi Org Setup steps


Step: 15

Open the periods in GL

Navigation:

General Ledger

Setup Open / Close

Clock on Find

Click on Open

Say Yes
Go to View Request
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Ensure Open Period program completed Normal.

Multi Org Setup steps


Step: 16

Create Fixed Assets Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Assets

Menu:

FA _ Main

Request group:

All Reports Assets

Step: 16.1 Assign Profile options to Assets Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1. HR: Business group
2. HR: Security Profile
3. HR: User Type
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4. GL Ledger Name

Multi Org Setup steps


Step: 17

Create PURCHASING Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Purchasing

Menu:

Purchasing Super User GUI

Request group:

All Reports Purchasing.

Step: 17.1 Assign Profile options to PURCHASING Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.
5.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
MO: Operating unit
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Multi Org Setup steps


Step: 18

Create CASH MANAGEMENT Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Cash Management

Menu:

CE _ Super User

Request group:

All Reports Cash Management

Step: 18.1 Assign Profile options to CASH MANAGEMENT Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.
5.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
MO: Operating unit
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Multi Org Setup steps


Step: 19

Create ORDER MANAGEMENT Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Order Management

Menu:

ADS _ OM _ Super Menu

Request Group:

OM Concurrent Programs

Step: 19.1 Assign Profile options to ORDER MANAGEMENT Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.
5.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
MO: Operating unit
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Multi Org Setup steps


Step: 20

Create ACCOUNTS PAYABLES Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

Payables

Menu:

AP _ Navigate _ GUI 12

Request Group:

All Reports Payables

Step: 20.1 Assign Profile options to ACCOUNTS PAYABLES Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.
5.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
MO: Operating unit
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Multi Org Set up Steps


Step: 21

Create RECEIVABLES Responsibility

Navigation:

System Administrator

Security Responsibility Define

Application:

RECEIVABLES

Menu:

AR _ Navigate _ GUI

Request Group:

Receivables All - Receivables

Step: 21.1 Assign Profile options to RECEIVABLES Responsibility


Navigation: System Administrator
Profile System
Profile Options:
1.
2.
3.
4.
5.

HR: Business group


HR: Security Profile
HR: User Type
GL Ledger Name
MO: Operating unit
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Multi Org Set up Steps


Step: 22

Run Replicate seed data program

Navigation: System Administrator


View Requests
Submit a new request
Single request
Say OK

Name:

Replicate Seed data

Choose operating unit


Say Submit
Ensure program completed Normal.

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Multi Org Set up Steps


Step: 23

Run Multi Org Validation program

Navigation: System Administrator


View Requests
Submit a new request
Single request
Say OK

Name:

Multi Org Setup Validation report

Say Submit
Ensure program completed Normal.

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Multi Org Set up Steps

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Multi Org Set up Steps

S.
No

Respo
nsibility

Application

Data

Group

Name

Application

Menu

Request

Group

Name

Application

AP

Payables

Standard

Payables

AP_NAVIGATE_GUI1
2

All Reports

Payables

AR

Receivables

Standard

Receivables

AR_NAVIGATE_GUI

Receivables All

Receivable
s

CM

Cash
Management

Standard

Cash
Management

CE_SUPERUSER

All Reports

Cash
Manageme
nt

FA

Assets

Standard

Assets

FA_MAIN

All Reports

Assets

GL

General
Ledger

Standard

General
Ledger

GL_SUPERUSER

GL Concurrent
Program Group

General
Ledger

HRMS

Human
Resources

Standard

Human
Resources

HR Foundation

US HRMS Reports
& Processes

Human
Resources

INV

Inventory

Standard

Inventory

INV_NAVIGATE

All Inclusive GUI

Inventory

OM

Order
Management

Standard

Order
Management

ADS_OM_SUPERME
NU

OM Concurrent
Programs

Order
Manageme
nt

PO

Purchasing

Standard

Purchasing

Purchasing Super
User GUI

All Reports

Purchasing

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