ORACLE EBS OVERVIEW SESSION 1 OF 4
RAJESH ANAND
Agenda
Organization Structure Security Business Group, Legal Entity, Operating Unit, Inventory Org Application Object Library
Business Group, Legal Entity, Operating Unit, Inventory Org Business Group: Holds employee information and is the top level Legal Entity: Legal entity is the one for which you want a Balance Sheet and Income statement Ledger: Is the accounting book and has 4Cs
1. 2. 3. 4. Chart of Account (Particulars of Goods) Currency (Amount) Calendar (Date) Subledger Accounting Convention (Cash / Accrual)
Operating Unit: The purpose of an operating unit is to segregate or separate sub-ledger transactions
Business Group, Legal Entity, Operating Unit, Inventory Org
Responsibility relationship with BG, Ledger, LE and OU Profiles options are used to establish the relationship between a Responsibility and Business Group, Ledger, and Operating Unit
Responsibility relationship Inventory Organization access is used to grant a responsibility access to an Inventory Org
Security
User Definition Responsibilities Menus Function Forms Exclusions Request Set Data Access Profiles Reporting
User Definition
User
Employee/Person
Responsibilities
Profile Options
Security User Definition
User: Attached to a person/employee Has access to responsibilities Profiles can be used for various purposes including application behavior, security and control, access, etc.
Security Responsibility Definition
Responsibility Definition includes application, request group and a menu An application is a module/sub-ledger A request group is a set of reports A menu can be made up of sub-menus and functions Sub-menu can be a collection of functions A function is typically a form Take Away: A menu, sub-menu and function can access areas within different applications/modules A responsibility can span across various areas within Oracle EBS
Security Responsibility Definition
Exclusions: Restrictions can be enforced within a responsibility through various options: Menu Exclusions Menu Definition Take Away: Considerations: Segregation of Duty typically drives Responsibility definition Examples: Invoice entry responsibility should not have access to payment processing Supplier setup responsibility should not have access to purchase order processing
Security Profiles (Operating Unit, Business Group, Ledger)
A responsibility is tied to an Operating Unit, Business Group and Ledger through profile options Access to an inventory organization is controlled by Organization Access within the inventory module Profile option usage is not limited to the above
Security
Responsibility
Application
Menu
Request Group
Menu(s)/Sub-Menu(s) Operating Unit Business Group Ledger Inventory Organization(s)
Functions
Concentric Circle Rule for Profile Options
User
Responsibility
Site Application
Inner circles override the values from outer circles and inner circles inherit values from outer circles
AOL: Concurrent Requests
Definition Executable Request Sets Submission Monitor Diagnostics Attaching a concurrent program to request groups
AOL: Lookups, Personalizations and attachments
Application Lookup AOL Lookups Personalizations: Requirements Form personalizations Attachments: Types How to? Levels
FlexFields
Key Flexfield: A single or multi-segment data element that uniquely identifies key data elements/codes in the application. Example Accounting Structure, Item Descriptive Flexfield: Additional information for master or transaction data.
* Descriptive Flexfields can be context sensitive whereas Key Flexfields cannot be context sensitive
FlexFields
Flexfield Definition: Flexfields are made up of segments and each segment in turn can be based upon a pre-defined list of values (static or dynamic). Value Sets: Pre-defined list of values are called value sets In case of static values, pre-defined values can be maintained Dynamic value sets can be based upon values in the database (SQL Statement) Value sets can have constant values
Concentric Circle Rule for application level setups
Transaction Data
Master Data
Inner circles override the values from outer circles and inner circles inherit values from outer circles
Application/Subledger system settings
