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.
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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 units 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 Navigation: Define MOAC security profile Human Resources Security Profile Name your security profile Choose Business group Choose security type: Secure organization by organization hierarchy and/or organization list. Classification Operating unit Inventory Organization Save your work. Step: 2 Navigation: Run Security list maintenance program Human Resources Process and reports Submit process and Reports Program name:Security list maintenance Parameters: Generate list for: All security profiles
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Organization name Choose your Operating unit Choose your inventory organization

Ensure program completed normal.

MOAC MULTI ORG ACCESS CONTROL

Multi Org Setup steps

Step: 1 Step: 2 Step: 3 Step: 4 Step: 5 Step: 6 Step: 7 Step: 8 Step: 9 Step: 10 Step: 11 Step: 12 Step: 13 Step: 14 Step: 15 Define Location Define Business Group Define Currency Define Ledger Define Responsibilities Assign Profile options to responsibilities Define users Assign Responsibilities to user Define Legal Entity Assign legal Entity to Ledger Define operating unit Define work day calendar Define inventory organizations Define sub inventory Open periods in GL
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Step: 16 Step: 17

Run Replicate seed data program Run Multi org validation report

Multi Org Setup steps

Step: 1 Navigation: Define Location 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 Navigation: Define Business Group HRMS Work Structure Organization Description Click on New Enter your business group name Choose type: Business group Choose Location
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 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 Navigation: Define Currency General Ledger
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Setup Currencies Define Oracle already defined 200+ currencies Query your functional currency and enable that

Save your work

Multi Org Setup steps

Step: 4 Navigation: Define Ledger General Ledger
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Setup Financials Accounting setup manager Accounting setup Pre requisites to define General Ledger: Step: 4.1 Navigation: Define chart of accounts or Structure 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

Multi Org Setup steps

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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 Compile your structure

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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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Refresh the request

Step: 4.2

Define Segment values

Navigation: General Ledger Setup Financials Flex Fields Key Values

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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

Multi Org Setup steps

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Validate your calendar

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Step: 4.3 Navigation:

Define Ledger General Ledger

Setup Financials Accounting setup manager Accounting setup

Click on Create Accounting setup

Say Next

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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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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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Say Next

Multi Org Setup steps

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Choose Retained Earnings Account Say Next

Multi Org Setup steps

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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 Say Complete

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 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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Say Return to Accounting Setups

Close this window.

Multi Org Setup steps

Step: 5 Define HRMS Responsibility
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Navigation: System Administration Security Responsibility Define

Application: Data group: Name: Application: Menu: Request Group: Name: Application:

Human Resources

Standard Human resources US HRMS Navigator HR Reports and Processes Human resources

Multi Org Setup steps

Step: 5.1 Assign Profile options to HRMS Responsibility
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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

Step: 6 Define GL Responsibility
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Navigation: System Administration Security Responsibility Define

Application: Menu: Request Group: Step: 6.1

General Ledger GL _ Super User GL Concurrent Program Group

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

Multi Org Setup steps

Step: 7 Define Legal Entity
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Navigation:

General Ledger

Setup Financials Accounting Setup Manager Accounting Setup

Click on Legal Entities button

Click on Create Legal Entity button

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Choose Territory : India Enter Legal Entity name Enter Organization name Enter Legal Entity identifier Enter PAN number

Choose Create New Address Enter Location Enter Address details

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 Choose Type of Company Choose Currency Say Apply You will see the Confirmation screen

Multi Org Setup steps

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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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Click on Add Legal Entity

Click on Add Legal Entity

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Query your Legal Entity

Select your Legal Entity

Say Apply

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You will see one more setup step Operating units added as 6th setup step 1. 2. 3. 4. 5. 6. Primary Ledger Reporting Currency Balancing Segment Value Assignment Sub Ledger Accounting Options Sequencing Operating Units

Click on Return to Accounting Setup

Click on Legal Entities tab Query your Legal Entity

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

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

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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.

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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

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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

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Say Complete

Close the window.

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Step: 11 Navigation:

Define Inventory Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request group:

Inventory INV _ Navigate 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

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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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Step: 13

Assign Responsibilities to User

Navigation: System Administrator Security User Define

Save your work Close the window

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Step: 14 Step: 14.1 Define Workday Calendar Navigation: Inventory Setup Organizations Calendars

Define Master Inventory

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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Click on Shifts

Enter Shift details

Click on Times

Save and close this window

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Save and close this window

Place the Cursor on Name field Go to Tools Build

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

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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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Click on Others button

Choose Accounting Information

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

Choose Inventory Information

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 Inventory Parameters: tab

Enter Organization code Choose Item master Organization Choose workday calendar Costing Information: tab

Choose Costing method Transfer to GL: Yes Choose Material Account

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 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

Save and Close Window.

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Multi Org Setup steps

Step: 15 Navigation: Open the periods in GL General Ledger

Setup Open / Close

Clock on Find

Click on Open

Say Yes Go to View Request Ensure Open Period program completed Normal.
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Multi Org Setup steps

Step: 16 Navigation: Create Fixed Assets Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request group:

Assets FA _ Main All Reports Assets

Step: 16.1 Assign Profile options to Assets 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: 17 Navigation: Create PURCHASING Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request group:

Purchasing Purchasing Super User GUI 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 Navigation: Create CASH MANAGEMENT Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request group:

Cash Management CE _ Super User 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 Navigation: Create ORDER MANAGEMENT Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request Group:

Order Management ADS _ OM _ Super Menu 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 Navigation: Create ACCOUNTS PAYABLES Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request Group:

Payables AP _ Navigate _ GUI 12 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 Navigation: Create RECEIVABLES Responsibility System Administrator

Security Responsibility Define

Application: Menu: Request Group:

RECEIVABLES AR _ Navigate _ GUI 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

Respon sibility

Application

Data Name

Group Application

Menu

Request Name

Group Application

1 2 3

AP AR CM

Payables Receivables Cash Management Assets General Ledger Human Resources Inventory Order Management Purchasing

Standard Standard Standard

Payables Receivables Cash Management Assets General Ledger Human Resources Inventory Order Management Purchasing

AP_NAVIGATE_GUI1 2 AR_NAVIGATE_GUI CE_SUPERUSER

All Reports Receivables All All Reports

Payables Receivable s Cash Manageme nt Assets General Ledger Human Resources Inventory Order Manageme nt Purchasing

4 5 6 7 8

FA GL HRMS INV OM

Standard Standard Standard Standard Standard

FA_MAIN GL_SUPERUSER US HR Navigator INV_NAVIGATE ADS_OM_SUPERME NU Purchasing Super User GUI

All Reports GL Concurrent Program Group US HRMS Reports & Processes All Inclusive GUI OM Concurrent Programs All Reports

PO

Standard

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