1.

Create Responsibilities
2. Assign profile option HR: User Type to all responsbilities
3. Create location for BG
4. Create BG
 5. Assign BG to responsibilties

Profile option
HR: Business Group  Using this option we will assign BG to reponsibilities
To access employee information from reponsibility we need to assign HR: Business Group
profile option to all reponsibilities
HR: Business Group
HR: Security Profile
MO: Security Profile

6. Primary Ledger creation

4 C  Calendar
Currency
COA – Chart of accounts
Accounting convention

Calendar Type:

Calendar:
Currency: INR

Chart of Accounts (COA):

1. Company
2. Department
3. Account
4. Project
5. Future1
6. Future2
Next step add values to value sets, in new R12 version. We need to grant permission to add values to
value set, by using User Management responsibility and assign role “Flexfield Value Set Security: All
privileges” to user.
PRR Company  Value set values

PRR Department  Value set values

Operations Account  Values Set values

PRR Project
PRR Future1
Assign PL to all responsibilities

Total Profile Option assign to responsibility

Note: When we assigned “GL Ledger Name” profile option to responsibility, that time system will
automatically assigned two more profile option to responsibility are

“GL Ledger ID” and “GL: Data Access Set”

Total profile option assigned to responsibility are 7

Create Operating Unit

Assign OU to all responsibilities using profile option “MO: Operating Unit”

Create Item Master Inventory:
Replicate Seed Data  Run this conc. Prog. Oracle suggested
Check Multi-Org Configuration:
HRMS Basic Setups:
Create JOB
Create Position:

Note: Classify Business Group as “HR: Organization” as well to maintain Position in that BG
Inventory Setup:
Workday Calendar setup
It will submit CP  “Build Workday Calendar”
# Setup Inventory Information for Item Master Inventory:

Inventory Information:
Receiving Information:

Note: Receiving Option only set for actual inventories not for Item Master Inventory.

For testing purpose we are setting here….

Create Actual Inventory:

Note: While creating actual inventory location is important

Accounting Information:

# Copy organization from Item Master Item Inventory.

Inventory Organization – Receiving Options:

Receipt Routing Method – there are 3 types of receipt Routing methods.

 Standard Receipts
 Direct Deliveries
 Inspection Required
 *** Important Point ***
Receiving option here we are setting on Inventory level, we are not setting Receiving options at
Operating Unit level.

Inventory Organization / Warehouse Management

Create Sub-Inventory:

There may be 1 Inventory and 10 Sub-Inventory.

Or 1 Inventory and no Sub-Inventory, in this case we need to create one Dummy Sub-Inventory this
is system requirement.

Always create Sub-Inventory in Actual Inventories not in Master Inventory.

Navi> Setup> Org> SubInventories

Create Item: