Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
Organizational
Organizational
Structures
Structures
Multi
Multi
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Org Setup
Org Setup
OAUG Spring 2002
OAUG Spring 2002
Toronto
Toronto
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
Michael Banasik
Vlamis Software Solutions, Inc.
mbanasik@[Link]
[Link]
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
Vl ami s Sof t w ar e Sol ut i ons, I nc . Vl ami s Sof t w ar e Sol ut i ons, I nc .
Oracle Certified Solution Partner.
Oracle Beta Tester for numerous programs
including Reports 6i, OWB, Oracle 9i OLAP.
Design and implement databases/data marts/data
warehouses using RDBMS and Multidimensional
tools for Business Intelligence.
Creator of the first Oracle 9i Business Intelligence
and Analytics tool.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
Agenda
Agenda
Overview
Business Needs
Organization Definitions
Organizational Models
Organization Hierarchy
Walk Through Setup Steps
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Over vi ew
Over vi ew
Oracle states:
The Oracle Applications organization models
define organizations and the relationships among
them in arbitrarily complex enterprises.
This organization model serves as the cornerstone
for all of the Oracle Applications products.
It dictates how transactions flow through different
organizations and how those organizations interact
with each other.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Busi ness Needs
Busi ness Needs
Use a single installation of any Oracle
Applications product to support any number of
organizations, even if those organizations use
different sets of books.
Define different organizational models.
Support any number of legal entities within a
single installation of Oracle Applications.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Busi ness Needs
Busi ness Needs
Secure access to data so that users can
access only the information that is relevant to
them.
Sell products from a legal entity that uses one
set of books and ship them from another legal
entity using a different set of books.
Purchase products through one legal entity
and receive them in another legal entity.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or g
Or g
Or g Def i ni t i ons
Or g Def i ni t i ons
Sets of Books
Business Groups
Legal Entities
Operating Units
Inventory Organizations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or g Def i ni t i on
Or g Def i ni t i on
Set of books
Financial reporting entity using a particular chart of
accounts, functional currency, accounting calendar.
Business group
Highest level in the organization structure, such as the
consolidated enterprise, a major division, or an
operation company.
Legal entity
A legal company for which you prepare fiscal or tax
reports.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or g Def i ni t i on
Or g Def i ni t i on
Operating unit
Associated with a legal entity. It may be a sales office,
a division, or a department.
Inventory organization
An organization for which you track inventory
transactions and balances, and/or an organization that
manufactures or distributes products.
Can also be:
Balancing Organization, HR Organization, Asset
Organization.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or gani zat i onal Model s
Or gani zat i onal Model s
Accounting, Distribution, Materials
Management.
Define relationships via Sets of Books, Legal
Entities, Operating Units, Inventory Organizations.
Asset Organizations and HR Organizations.
Headed by a Business Group at the top of the
hierarchy.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or g Hi er ar c hy
Or g Hi er ar c hy
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Or g Def i ni t i on
Or g Def i ni t i on
Set of books
Financial reporting entity using a particular chart of
accounts, functional currency, accounting calendar.
Legal entity
A legal company for which you prepare fiscal or tax
reports.
Operating unit
Associated with a legal entity. It may be a sales office,
a division, or a department.
Inventory organization
An organization for which you track inventory
transactions and balances, and/or an organization that
manufactures or distributes products.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
Multi-Org Setup
Determining if multi-org is enabled
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
Is Multi-Org Enabled?
In $AD_TOP/sql directory is script
[Link].
Run as apps: sqlplus apps/apps
@[Link] (assuming pwd is apps).
File [Link] is created by this script.
One of the checks this scripts performs is to
check if multi-org is enabled.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
Script run in SQL Plus
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
REM $Header: [Link] 115.13 2001/04/23 [Link] pkm ship $
REM +======================================================================+
REM | Copyright (c) 1996 Oracle Corporation Redwood Shores, California, USA|
REM | All rights reserved. |
REM +======================================================================+
REM NAME
REM [Link]
REM DESCRIPTION
REM Utility script to display configuration of Applications
REM +======================================================================+
[Link] script
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
prompt --> Multi-Org enabled?
set head off
select decode(multi_org_flag,'N','No','Y','Yes','No')
from fnd_product_groups;
set head on
Script Body
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
--> Multi-Org enabled?
Yes
1 row selected.
Script Output
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
Table queried: fnd_product_groups
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Envi r onment Set up
Envi r onment Set up
SQL> select multi_org_flag
2 from fnd_product_groups;
M
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Y
SQL> exit
SQL statement:
Note: APPLSYS is owner of fnd_product_groups object
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 1: Define Organizational Structure
Step 2: Define Set Of Books
Step 3: Define Locations
Step 4: Define Business Groups (or use default)
Step 5: Associate Responsibilities with
Business Groups
Step 6: Define Organizations
Step 7: Define Organization Relationships
Step 8: Set Profile Options For Responsibilities
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 1: Define Organizational Structures
Usually done manually. The structure of an
organization should be known prior to
beginning application configuration.
Changes in the organizational structure after
configurations are completed can cause
unnecessary effort to ensure informational
integrity.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 2: Define Set of Books
If multiple Business Groups are used in Org
Structure, Sets of Books should be defined
prior to Business Groups.
Determines functional currency, account
structure, and accounting calendar for each
company or group of companies.
Before using a newly defined set of books, it
must be associated with one or more
responsibilities. This is done using the profile
option GL Set of Books Name.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Set of Books (GL Super User)
Setup -> Financials -> Books -> Define
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Set of Books (GL Super User)
Setup -> Financials -> Books -> Define
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
GL Set of Books Name Profile Option
Profile -> System
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 3: Define Locations
Define names and address of locations within
the organization structure.
Define each location only once. Multiple
organizations can use the same location
definitions.
Definitions should be for legal entities and
inventory organizations.
Locations used for requisitions, receiving,
shipping, billing, and employee assignments.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Locations (OM Super User)
Inventory -> Setup -> Organizations -> Locations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Locations (OM Super User)
Inventory -> Setup -> Organizations -> Locations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Address Details
Enter name, location and description. Select a
national address style from the list.
Uncheck the Global check box if the location is
to only be available within the default Business
Group of the current responsibility.
Check the Global check box if the location is to
be a global location and be available to all
Business Groups.
For a global location, the location name must
be unique across all Business Groups.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Locations (OM Super User)
Inventory -> Setup -> Organizations -> Locations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Location Shipping Details
Ship-To Site: a valid ship-to organization on a
PO or requisition.
Receiving Site: a valid receiving Location for
creating receipt or receiving transaction.
Office Site: an office site, such as field office.
Bill-To Site: a valid bill-to site, is used by
Payables, and is specified on PO header.
Internal Site: a valid internal ship-to location
when creating an internal requisition.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Locations (OM Super User)
Inventory -> Setup -> Organizations -> Locations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Location Other Details
Inventory Org: location will be available in LOV on
Purchasing documents. Selecting no inventory org.,
location available on Purchasing documents in all
organizations.
Tax Code: tax code associated with ship-to location.
EDI Loc: If using EDI for Advance Shipment Notices
(ASNs) or ASNs with billing information (ASBNs),
enter a defined location. This location should match
the ship-to location specified on an ASN or ASBN.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 4: Define Additional Business Groups (if
multiple BGs used)
Must have at least one Business Group.
Fresh install provides a default.
The default can be modified.
If new Business Groups defined, HR:Business
Group profile option must be set at
Responsibility level.
A new Security Profile is automatically created
when new Business Group is defined.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Inventory -> Setup -> Organizations -> Organizations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Select New Button
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Enter Business Group Information
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Organization Classification selection
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Organization Classification: select Business Group
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Enable classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Select Others button for Additional Information
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Select Business Group Info
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Additional Business Group Info
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Business Groups
Additional Business Group Info
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 5: Associate Responsibilities with
Business Group
Responsibilities must be associated with one,
and only one, Business Group.
Associate Responsibility to a Business Group
using HR:Business Group profile option.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
System Administration -> Profile -> System
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
Select Responsibility
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
Select Profile Option
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
Select Business Group
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
Select Business Group
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Associate Responsibilities to Business Group
Responsibility associated with Business Group
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Step 6: Define Organizations
Step 7: Define Organization Relationships
Define Organizations form used to define
organizations
Legal Entities
Operating Units
Inventory Organizations
Define Organizations form also used to define
organization relationships (Step 6 & 7 can be
performed at the same time).
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
If multiple Business Groups are defined:
Log in with the Responsibility associated with
the Business Group to which the Legal Entity
will be assigned.
Define the Legal Entity, it is attached to the
Business Group attached to the Responsibility.
Define Operating Units.
Define Inventory Organizations.
Log in with different Responsibility/Business
Group association, repeat Org definitions.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Inventory -> Setup -> Organizations -> Organizations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Inventory -> Setup -> Organizations -> Organizations
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select or Define Organization
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select GRE/Legal Entity classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Enable Legal Entity classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
To define additional information, select Others button
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Additional Organization Information category
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Legal Entity Accounting information
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Set of Books
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Set of Books
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Legal Entity will now use selected Set of Books
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Define Operating Unit
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Operating Unit classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Enable Operating Unit classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
To define additional information, select Others button
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Additional Organization Information category
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Additional Operating Unit information
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Associate with a Legal Entity, select Legal Entity
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select a Legal Entity
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Set of Books associated with Legal Entity
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Define Inventory Organization
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Inventory Organization classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Enable Inventory Organization classification
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
To define additional information, select Others button
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Accounting Information category
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Additional Accounting Information category
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Set of Books
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Legal Entity
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Legal Entity
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Operating Unit
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Select Operating Unit
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Additional Org Information for Operating Unit
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Organization Definition
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Organization Structure
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Organization Structure
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Set up St eps
Set up St eps
Define Organizations
Organization Structure
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Pr of i l e Opt i ons
Pr of i l e Opt i ons
Profile Options in Multi-Org Configuration:
Determine operating unit for users when
logging into Oracle Applications.
Control which reporting levels are available
for particular responsibilities.
Determine organization access for different
responsibilities.
Assign responsibilities to particular business
groups.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Pr of i l e Opt i ons
Pr of i l e Opt i ons
OM: Item Validation Organization
This profile option has been obsoleted.
Referenced often in documentation.
Is now a System Parameter.
Can be set via Order Management
responsibility, Setup -> Parameters.
Copyright 2002 Vlamis Software Solutions, Inc. All rights reserved.
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Item Validation Organization:
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Multi-Org Profile Options:
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MO: Operating Unit
Set at the Responsibility or User level.
Determines which Operating Unit is used for
users logging into the application.
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MO: Security Profile
Allows users to view data globally across
organizations.
Control level of organization hierarchy users
granted access to.
Security Profiles can restrict user access to
subsets of organization hierarchy.
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MO: Top Reporting Level
Options include Set of Books, Legal Entity,
Operating Unit.
Controls reporting level availability.
If set at Set of Books, reports can be run for
Set of Books, Legal Entity, Operating Unit.
If set at Legal Entity, reports run for Legal
Entity and Operating Unit.
If set at Operating Unit, reports run for
Operating Unit only.
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MO: Top Reporting Level selection options
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Other profile options used:
GL Set of Books Name
HR:Business Group
HR:User Type
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GL Set of Books Name
Before using a newly defined set of books, it
must be associated with one or more
responsibilities. This is done using the profile
option GL Set of Books Name.
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HR:Business Group
HR:Business Group profile option must be
set at the Responsibility level to determine
the Responsibilitys Business Group.
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HR:User Type
Limits field access on windows shared
between Oracle Human Resources and other
applications. If you do not use Oracle Payroll,
it must be to HR User for all responsibilities
that use tables from Oracle Human
Resources (for example, responsibilities
used to define employees and organizations).
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Q & A
Q & A
Questions ?
