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General EBS Setup

After installing EBS, the administrator must finish the general setup steps before using the Oracle Product Hub module. This section describes the basic steps you must follow to complete the general EBS setup. General EBS setup steps
include steps such as defining flexfield structures, value sets associated with flexfields, organizations, accounting periods, calendars, and defining profile options. This section provides information on the following topics:

1. Defining a Setup User

2. Defining the Accounting Flexfield Value Sets

3. Defining the Accounting Flexfield Structure

4. Defining the Accounting Flexfield Values

5. Defining the System Items Flexfield Value Sets (Optional)

6. Defining the System Items Flexfield Structure (Optional)

7. Defining the Item Catalogs Flexfield Value Sets (Optional)

8. Defining the Item Catalogs Flexfield Structure (Optional)

9. Defining the Item Categories Flexfield Value Sets (Optional)

10. Defining the Item Categories Flexfield Structure

11. Creating Item Categories

12. Assigning a Default Category to the Inventory Catalog

13. Defining Currencies (Optional)

14. Defining Period Types

15. Defining the Accounting Calendar

16. Defining Lookups (ORG_TYPE)

17. Defining Legal Entities

18. Defining Business Groups

19. Defining Ledgers

20. Defining Organizations

21. Defining Inventory Parameters

22. Defining Receiving Parameters (Optional)

23. Defining Unit of Measure Classes

24. Defining Units of Measure

25. Defining Multi Org Profile Options

26. Defining Inventory Profile Options


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27. Defining Bills of Material Profile Options

28. Defining Product Hub Profile Options

29. Defining Employees

30. Assigning Employees to Users

31. Defining BOM Parameters

32. Defining Item Statuses (Optional)

33. Defining Item Types (Optional)

34. Defining Default Catalogs

35. Assigning a Default Category to the Inventory Catalog

36. Defining Source Systems

37. Scheduling Concurrent Requests

38. Troubleshooting Tips

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1. Defining a Setup User

To set up EBS, you need to create a user with the required responsibilities. You will then sign on as this user to complete the EBS setup. To create a user, log in as a system administrator with the default credentials
SYSADMIN/SYSADMIN. Use the following information to create a user.

Username: PIMMGR
Navigation: System Administrator: Security > User > Define

Description: Use this form to define the setup user and to assign all responsibilities that are necessary for the setup to this user.

Log in as SYSADMIN to create this user, log out, then log in as the setup user.

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The Users window opens. Use the following information to create a user:

Field Value
User Name PIMMGR
Description This user will configure EBS.
Password -
Password Expiration: Days -
Password Expiration: Accesses -
Password Expiration: None X
Person -
Customer -
Supplier -
Email -

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Fax -
Effective Dates: From <System Date>
Effective Dates: To -

Add the following responsibilities to the user.

Responsibility Application Effective Date From Effective Date To


System Administrator System Administration <System Date> -
General Ledger Super User Oracle General Ledger <System Date> -
Global HR Manager Oracle Human Resources <System Date> -
Application Developer Application Developer <System Date> -
Inventory Oracle Inventory <System Date> -
Development Engineer Advanced Product Catalog <System Date> -
Project Super User Projects <System Date> -
Projects Implementation Super User Projects <System Date> -
Bills of Material Bills of Material <System Date> -
Engineering Engineering <System Date> -
Functional Administrator <System Date> -
Purchasing Super User Purchasing <System Date> -
Product Information Management Data Librarian Advanced Product Catalog <System Date> -

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Click the Save button to create the user.

Log in to the instance with your new user credentials.

You will receive a prompt to change the password for user.

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Change the credentials and click on the Submit button to save the new password.

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2. Defining the Accounting Flexfield Value Sets

Navigation: System Administrator > Application > Validation > Set

Description: Set up a value set for each segment of your Accounting Flexfield. Value sets control length, data type, and other additional attributes of your Chart of Account segments. The validation type must be Independent.

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Use the following tables to define the Company, Cost Center, and Account value sets in the Value Sets window.

Value Set 1: Company

Field Value
Value Set Name XX_COMPANY
Description Company
List Type List of Values
Security Type Non-Hierarchical Security

Format Type Char

Maximum Size 3

Validation Type Independent

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Value Set 2: Cost Center

Field Value
Value Set Name XX_COST_CENTER
Description Cost Center
List Type List of Values
Security Type Non-Hierarchical Security

Format Type Char

Maximum Size 3

Validation Type Independent

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Value Set 3: Account

Field Value
Value Set Name XX_ACCOUNT
Description Account
List Type List of Values
Security Type Non-Hierarchical Security

Format Type Char

Maximum Size 5

Validation Type Independent

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3. Defining the Accounting Flexfield Structure

Navigation: System Administrator > Application > Flexfield > Key > Segments

Description: PIM uses a simple accounting flexfield with three segments. The accounting flexfield is used when you define your ledger.

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In the Key Flexfield Segments window, query the General Ledger application. Press F11 to enter into query mode.

Enter a query string (for example, General Led%) in the Application field. Press Ctrl+F11 to execute the query.

The query should return the structure code ACCOUNTING_FLEXFIELD.

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Click Segments to open the Segments Summary window where you can define segments for the above flex structure.

Segments Summary

Enter the following values for segments, then save them.

Number Name Window Prompt Column Value Set Displayed Enabled


1 Company Company SEGMENT1 XX_COMPANY Yes Yes
2 Account Account SEGMENT2 XX_ACCOUNT Yes Yes
3 Cost Center Cost Center SEGMENT3 XX_COST_CENTER Yes Yes

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Click Flexfield Qualifiers.

Enter the following values for the respective segments, then save them.

Name Description Enabled


Balancing Segment (Company) This attribute is used to identify the balancing segment. Yes (for Segment 1)
Cost Center Segment (Cost Center/Dept) This attribute is used to identify the Cost Center/Dept segment. Yes (for segment 3)
Natural Account Segment (Account) This attribute is used to identify the Natural Account segment. Yes (for segment 2)

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Select a segment, then click Open to set the following values. Repeat this step for each segment.

Company Segment

Field Value
Name Company
Column SEGMENT1
Number 1
Enabled Yes

Displayed Yes

Indexed Yes

Validation: Value Set XX_COMPANY

Validation: Description Company

Validation: Required Yes

Validation: Security enabled Yes

Sizes: Display Size 3

Sizes: Description Size 50

Sizes: Concatenated Description Size 25

Prompts: List of Values Company

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Prompts: Window Company

Account Segment

Field Value
Name Account
Column SEGMENT2
Number 4
Enabled Yes

Displayed Yes

Indexed Yes

Validation: Value Set XX_ACCOUNT

Validation: Description Account

Validation: Required Yes

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Validation: Security enabled Yes

Sizes: Display Size 5

Sizes: Description Size 50

Sizes: Concatenated Description Size 25

Prompts: List of Values Nominal Account

Prompts: Window Nominal Account

Cost Center Segment

Field Value
Name Cost Center
Column SEGMENT3
Number 3
Enabled Yes

Displayed Yes
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Indexed Yes

Validation: Value Set XX_COST_CENTER

Validation: Description Cost Center

Validation: Required Yes

Validation: Security enabled Yes

Sizes: Display Size 3

Sizes: Description Size 50

Sizes: Concatenated Description Size 25

Prompts: List of Values Cost Center

Prompts: Window Cost Center

Return to the Key Flexfield Segments window after you have defined the three segments above.

Freeze the Segment Settings

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Field Value
Application General Ledger
Flexfield Title Accounting Flexfield
Code ACCOUNTING_FLEXFIELD
Title Accounting Flexfield
Description Accounting Flexfield

Freeze Flexfield Definition Set to YES after setting up the segments.

Enabled Yes

Segment Separator Period (.)

Cross-Validate Segments Yes

Allow Dynamic Inserts Yes

Save your work.


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4. Defining the Accounting Flexfield Values

Navigation: System Administrator > Application > Validation > Values

Description: Define the valid financial values for each of your Accounting segments. You must define a minimum number of entries. These values are used when you define your ledger, inventory parameters, receiving parameters and
financials options.

Value Set: Company

Field Value
Title Accounting Flexfield
Structure Accounting Flexfield
Value Set XX_COMPANY
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In the Find Value Set window, enter the name of the XX_COMPANY value set, then click Find.

In the Segment Values window, select the Values, Hierarchy, Qualifiers tab. Click the Qualifiers field. In the Segment Qualifiers pop-up window, enter the values for the qualifiers (shown in the table below).

Field Value
Value 001
Description XX_COMPANY
Enabled Yes
Qualifiers Yes, Yes

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Save your work.

Repeat the above steps for the remaining two value sets using the information provided in the tables below.

Value Set: Cost Center

Field Value
Title Accounting Flexfield
Structure Accounting Flexfield
Value Set XX_COST_CENTER

Cost Center Qualifiers

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Field Value
Value 000
Description Default
Enabled Yes
Qualifiers Yes, Yes

Value Set: Account

Field Value
Title Accounting Flexfield
Structure Accounting Flexfield

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Value Set XX_ACCOUNT

Account Qualifiers

Value Description Enabled Qualifiers


1000 Material Yes Yes, Yes, Asset
1001 Purchase Price Variance Yes Yes, Yes, Expense
1002 Invoice Price Variance Yes Yes, Yes, Expense
1003 AP Accrual Yes Yes, Yes, Liability
1004 Sales Yes Yes, Yes, Revenue
1005 Cost of Goods Sold Yes Yes, Yes, Expense
1006 Receiving Inventory Yes Yes, Yes, Asset
1007 Clearing Account Yes Yes, Yes, Asset
1008 Liability Yes Yes, Yes, Liability
1009 Prepayment Yes Yes, Yes, Asset
1010 Discount Taken Yes Yes, Yes, Revenue
1011 PO Rate Variance Gain Yes Yes, Yes, Expense
1012 PO Rate Variance Loss Yes Yes, Yes, Expense
1013 Retained Earnings Account Yes Yes, Yes, Ownership/Stockholder's Equity

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5. Defining the System Items Flexfield Value Sets (Optional)

Navigation: System Administrator > Application > Validation > Set

Description: Use the Value Sets window to create a value set for each segment of your System Items flexfield. Use the validation type "None".

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Create a System Item value set using the values shown in the following table. Save your work.

Field Value
Value Set Name XX_ITEM
Description Item
Security Type No Security
List Type List of Values
Format Type Char

Maximum Size 20

Numbers Only (0-9) No

Uppercase Only (A-Z) Yes

Right-Justify and Zero-fill numbers (0001) No

Validation Type None


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6. Defining the System Items Flexfield Structure (Optional)

Navigation: System Administrator > Application > Flex field > Key > Segments

Description: Identify the segments for the System Items flexfield defined above. This flexfield is used when defining an item. Use the existing flexfield code SYSTEM_ITEMS. Segment1 has already been defined. Add the value set to this
segment.

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In the Key Flexfield Segments window, query the following flexfield:

Application field = Inventory

Flexfield Title field = System Items

The Key Flexfield Segments window displays the defined structures for this flexfield.

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Note: If you want to use the existing structure of this key flexfield (KFF), then you can skip the remaining steps in this section. Perform the following steps if you want to modify the structure or add a value set to an existing segment.

Uncheck the option "Freeze Flexfield Definition" to define segments for the structure (SYSTEM_ITEMS).

Click Segments to open the Segments Summary window, where you can define segments for this flexfield. Use the values in the following table to define the Item segment.

Field Value
Number 1
Name Item
Window Prompt Item
Column SEGMENT1
Value Set XX_ITEM

Displayed Yes

Enabled Yes

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Click Open to open the segment and set the segment values.

Field Value
Name Item
Column SEGMENT1
Number 1
Enabled Yes
Displayed Yes
Indexed Yes
Value Set XX_ITEM
Description Item
Required Yes
Security Enabled Yes
Display Size 20

Description Size 50

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Concatenated Description Size 25

List of Values Item

Window Item

Save your work and return to the Key Flexfield Segments window.

In the Key Flexfield Segments window, select Freeze Flexfield Definition, then save this change to generate the flexfield view.

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7. Defining the Item Catalogs Flexfield Value Sets (Optional)

Navigation: System Administrator > Application > Validation > Set

Description: Use this form to set up a value set for each segment of your Item Catalogs flexfield. Set the validation type to "None". The maximum length allowed is 40 characters.

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Use the values in the following table to define a value set, then save your work.

Field Value
Value Set Name XX_ITEM_CATALOG
Description Item Catalog
Security Type No Security
List Type List of Values
Format Type Char
Maximum Size 40
Numbers Only (0-9) No
Uppercase Only (A-Z) Yes
Right-Justify and Zero-fill numbers (0001) No
Validation Type None

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8. Defining the Item Catalogs Flexfield Structure (Optional)

Navigation: System Administrator > Application > Flex field > Key > Segments

Description: Identify the segments for the item catalogs flexfield. This flexfield is used when you define your Item Catalog Categories in OPH. You can use the existing flexfield code ITEM_CATALOGS. Segment1 has already been
defined. Follow the instructions in this section to add more segments, if desired.

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Use the following information to query for the Item Catalogs structure.

Field Value
Application Inventory
Flexfield Title Item Catalogs

The following structure appears.

Field Value
Code ITEM_CATALOGS
Title Item Catalogs
Description Item Catalogs
Freeze Flexfield Definition Set to YES after setting up the segments
Enabled Yes
Segment Separator Period (.)
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Cross-Validate Segments Yes
Allow Dynamic Inserts No

Note: If you want to use the existing structure of this key flexfield (KFF), then you can skip the remaining steps in this section. Perform the following steps if you want to modify the structure or add a value set to an existing segment.

In the window above, uncheck the option Freeze Flex field Definition so that you can define segments for the structure (ITEM_CATALOGS).

Click Segments to to define segments for the flexfield.

Use the following values to define segments.

Field Value
Number 1
Name Item Catalog
Window Prompt Item Catalog
Column SEGMENT1
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Value Set XX_ITEM_CATALOG
Displayed Yes
Enabled Yes

Save your work. Click Open to define the segment using the following values.

Field Value
Name Item
Column SEGMENT1
Number 1
Enabled Yes
Displayed Yes
Indexed Yes
Value Set XX_ITEM_CATALOG
Description Item
Required Yes
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Security Enabled Yes
Display Size 80
Changed it to 40 as the value set assigned to this segment allows only a maximum of 40 chars.
Description Size 50

Concatenated Description Size 25

List of Values Item Catalog

Window Item Catalog

Save your work and return to the Key Flexfield Segments window.

In the Key Flexfield Segments window, select Freeze Flexfield Definition, then save this change so that the flexfield view is generated.

Note: The Value Set XX_ITEM_CATALOG is defined with a Security Type of No Security, so the Security Enabled flag is disabled for the above Item Catalog segment.

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Click Compile to compile the Key Flexfield (KFF) view.

Note: For KFFs (Item Catalogs, Item Categories, System Items), disable the parameter Allow Dynamic Inserts. For more information, refer to the Oracle E-Business Suite Flexfields Guide.

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9. Defining the Item Categories Flexfield Value Sets (Optional)

Navigation: System Administrator > Application > Validation > Set

Description: Use the Value Sets window to define a value set for each segment of your Item Categories flexfield. Set the validation type to None.

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Click Open to open the Value Sets window.

Define the System Item value set using the following field values.

Field Value
Value Set Name XX_ITEM_CATEGORY
Description Item Category
Security Type No Security
List Type List of Values
Format Type Char
Maximum Size 30
Numbers Only (0-9) No
Uppercase Only (A-Z) Yes
Right-Justify and Zero-fill numbers (0001) No

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Validation Type None

Save your work.

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10. Defining the Item Categories Flexfield Structure

Navigation: System Administrator > Application > Flexfield > Key > Segments

Description: Identify the segments for the item categories flexfield defined above. You can define multiple key flexfield structures for item categories. The Item Category structure is already defined. This flexfield is used when you define
your catalogs in PIM. Use the existing flexfield code ITEM_CATEGORIES.

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Click Open to open the Key Flexfield Segments window.

Query the ITEM_CATEGORIES structure using the following field values.

Field Value
Application Inventory
Flexfield Title Item Categories

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In the window above, uncheck the parameter Freeze Flex field Definition so that you can define segments for the structure (ITEM_CATEGORIES).

Note: For KFFs (Item Catalogs, Item Categories, System Items), disable the parameter Allow Dynamic Inserts. For more information, refer to the Oracle E-Business Suite Flexfields Guide.

Click Segments to to define segments for the flexfield. Use the following field values to define the Item Category segment.

Field Value
Number 1
Name Item Category
Window Prompt Item Category
Column SEGMENT1
Value Set XX_ITEM_CATEGORY
Maximum Size 30
Displayed Yes
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Enabled Yes

Save your work. Click Open to define the segment using the following values.

Field Value
Name Item
Column SEGMENT1
Number 1
Enabled Yes
Displayed Yes
Indexed Yes
Value Set XX_ITEM_CATEGORY
Description Item
Required Yes
Security Enabled No
Display Size 30
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Description Size 50

Concatenated Description Size 25

List of Values Item Category

Window Item Category

Save your work.

Note: The Value Set XX_ ITEM_CATEGORY is defined with a Security Type of No Security, so the Security Enabled flag is disabled for the above Item Category segment.

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11. Creating Item Categories

Navigation: Product Information Management Data Librarian > Setup > Setup Workbench (T) Catalogs (T) Categories > Create Category.
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Description: Use the Create Category page to create an item category using the flex structure Item Categories. Assign this category to the Inventory catalog as the default category.

In the Setup Workbench, select the Catalogs tab, then the Categories subtab. Click Create Category to create a category using the Item Categories flex structure.

Use the following Flex Structure values to define the category.

Field Value
Code ITEM_CATEGORIES
Title Item Categories
Description Item Categories

Use the following field values to define the category details.

Field Value
Item Category XX_ITEM_CATALOG
Description Default catalog for Inv
Viewable By Supplier Yes

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Click Apply.

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12. Assigning a Default Category to the Inventory Catalog

Navigation: Product Information Management Data Librarian > Setup > Setup Workbench (T) Catalogs (T) Catalogs

Description: Use the Catalogs page to assign a default category to the Inventory catalog.

In the Setup Workbench, select the Catalogs tab, then the Catalogs subtab. Search for the Inventory catalog. Click the Inventory catalog link to assign a default category.

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Click Update in the Catalog page.

In the Edit Catalog page, assign the default category XX_ITEM_CATALOG.

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Click Apply.

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13. Defining Currencies (Optional)

Navigation: General Ledger Super User > Setup > Currencies > Define

Description: Use the Currencies window to define non-ISO (International Standards Organization) currencies, and to enable/disable currencies. Oracle Applications has predefined all currencies specified in ISO standard #4217. To use
a currency other than U.S. Dollars (USD), you must enable the currency.

Note: Log in with user name PLMMGR. This user has the General Ledger Super User responsibility assigned to it.

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Click Open to define/enable currency.

Query the currency Euro and enable it. Query USD and disable it. Use the following field values to perform these queries and actions.

Code Name Description Issuing Territory Symbol Precision Extended Precision Currency Derivation Type Enabled
EUR Euro Pan-European Currency - - 2 5 Euro Currency Yes
USD US Dollar US Dollars United States $ 2 5 - -

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Scroll to the right in the Currencies window to enable the EUR currency and disable USD.

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Note: This task demonstrates how to enable a currency other than USD for training purposes only. This document assumes the use of USD for all other scenarios.

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14. Defining Period Types

Navigation: General Ledger Super User > Setup > Financials > Calendars > Types

Description: Use the Period Types window to define calendar period types.

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Click Open to define calendar period types using the following field values.

Field Value
Period Type Month
Periods Per Year 12
Year Type Calendar
Description 12 Months

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Save your work.

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15. Defining the Accounting Calendar

Navigation: General Ledger Super User > Setup > Financials > Calendars > Accounting

Description: Use the Accounting Calendar window to define an accounting calendar. Use this calendar when you define your ledger. Define a simple calendar with 12 months.

Use the following field values to define a calendar:

Calendar - Fin Calendar (The Calendar field only accepts 15 characters and the string "Financial Calendar" has18 characters, so use "Fin Calendar" instead.)

Description - Financial Calendar

Periods

Prefix Type Year Quarter Number From To Name


JAN Month 2013 1 1 1 Jan 2013 31 Jan 2013 JAN-13
FEB Month 2013 1 2 1 Feb 2013 31 Feb 2013 FEB-13
MAR Month 2013 1 3 1 Mar 2013 31 Mar 2013 MAR-13
APR Month 2013 2 4 1 Apr 2013 31 Apr 2013 APR-13
MAY Month 2013 2 5 1 May 2013 31 May 2013 MAY-13
JUN Month 2013 2 6 1 Jun 2013 31 Jun 2013 JUN-13
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JUL Month 2013 3 7 1 Jul 2013 31 Jul 2013 JUL-13
AUG Month 2013 3 8 1 Aug 2013 31 Aug 2013 AUG-13
SEP Month 2013 3 9 1 Sep 2013 31 Sep 2013 SEP-13
OCT Month 2013 4 10 1 Oct 2013 31 Oct 2013 OCT-13
NOV Month 2013 4 11 1 Nov 2013 31 Nov 2013 NOV-13
DEC Month 2013 4 12 1 Dec 2013 31 Dec 2013 DEC-13

Note: After creating the calendar, review the Other - Calendar Validation Report in the concurrent manager.

Save your work and close the window.

The following question appears:

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Click Current to validate only the currently displayed calendar. This generates a concurrent request.

Verify that the Other - Calendar Validation Report concurrent request ran successfully.

(N) Product Information Management Data Librarian > Workflow and Requests > Concurrent Request. In the Find window, click Find to view all of your concurrent requests.

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16. Defining Lookups (ORG_TYPE)

Navigation: Application Developer > Application > Lookups > Common

Description: Use Lookups to define specific types of organizations. You must set up the values OU and BG. Define these values if they do not already exist.

In the Application Utilities Lookups window, Type field, query ORG_TYPE. Define the following codes for ORG_TYPE, if necessary.

Code Meaning Enabled

OU Operating Unit Yes

BG Business Group Yes

Save your work.

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17. Defining Legal Entities


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Navigation: General Ledger Super User > Setup> Financials > Accounting Setup Manager > Accounting Setups (T) Legal Entities

Description: Use this form to define your legal entities and to create a new location. You must define at least one legal entity.

In the Accounting Setup Manager window, Legal Entities tab, click Create Legal Entity. Use the following field values to create a legal entity.

Field Value

Territory (Enter your country here)

Legal Entity Name XX_LEGAL_ENTITY


Organization Name XX_ORGANIZATION
Legal Entity Identifier 123456789
EIN/TIN 1234
Transacting Entity Yes
Legal Address XX_LOCATION ( Create a new address)

Note: The field values shown above and in the following graphic are examples. Enter actual field values based on your location.

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Click Save and Add Details.

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18. Defining Business Groups

Navigation: Inventory > Setup > Organizations > Organizations

Description: Use this form to define your Business Group or, optionally, use the seeded Business Group Setup Business Group. Assign the location that was created for the Legal Entity to the Business Group. Complete this step
before creating the Ledger and Operating Units.

In the Find Organizations window, Name field, enter the seeded 'Setup Business Group'. Click Find.

Update the field values for 'Setup Business Group' as shown in the following table:

Field Value

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Name Setup Business Group

Dates: From <System date>


Internal or External Internal
Location XX_LOCATION
Organization Classifications: Business Group Enabled

Click Save, then click Others.

The Additional Organization Information window opens.

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Select Business Group Info and click OK. The Business Group Info appears in a new Additional Organization Information window.

Click the text for Business Group Info.

The Business Group Info window opens. Enter the following values:

Field Value

Short Name Setup

Employee Number Generation Automatic


Applicant Number Generation Automatic
Contingent Worker Number Generation Automatic
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Grade Flexfield Structure Grade Flexfield
Group Flexfield Structure People Group Flexfield

Job Flexfield Structure Job Flexfield


Costing Flexfield Structure Cost Allocation KF
Position Flexfield Structure Position Flexfield
Competence Flexfield Structure Structure for BG-0
Legislation Code United States

Currency USD

Click OK to save your work.

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19. Defining Ledgers

Navigation: General Ledger > Setup> Financials > Accounting Setup Manager > Accounting Setups

Description: Use this form to define your Ledger and Operating Unit. Define only one Ledger and Operating Unit.

In the Accounting Setup Manager page, Accounting Setups tab, click Create Accounting Setup to define the ledger.

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The first step in the accounting setup process is to assign a legal entity. Click Add Another Row to assign the legal entity you created previously (XX_LEGAL_ENTITY).

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Click Next. This takes you to the next step, Define Accounting Representations.

Enter the Primary Ledger field values as shown in the following table:

Field Value

Ledger XX_LEDGER

Chart of Accounts Accounting Flexfield


Accounting Calendar Fin Calendar
Currency USD
Subledger Accounting Method Standard Accrual

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Click Next.

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Click Finish.

Click Define Accounting Options.

In the Accounting Options page, click Update (yellow pencil symbol) for the Ledger Options setup step.
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Enter the following values in the Update Ledger: Ledger Definition page (step 1 of 4).

Accounting Calendar

Field Value

Accounting Calendar Fin Calendar

Period Type Month


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First Ever Opened Period JAN-13
Number of Future Enabled Periods 1

Subledger Accounting

Field Value

Subledger Accounting Method Standard Accrual

Journal Entry Language Your local language


Use Cash Basis Accounting No (leave the box unchecked)
Balance Subledger Entries by Ledger Currency No (leave the box unchecked)

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Click Next.

In the Update Ledger: Ledger Options page (step 2 of 4), find the Retained Earnings Account using the search symbol.

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In the Search and Select: Retained Earnings Account page, search for and select the following values:

Field Value

Company 001

Cost Center 000


Account 1006

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After selecting Company, Cost Center, and Acccount, click Search. If the above code combination exists, then select it in the Results area. Otherwise, create it, then select the code combination.

In the Update Ledger: Ledger Options page, verify that the Retained Earnings Account is 001.000.1006 and all other fields and check boxes are null. Click Next.

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In the Update Ledger: Advanced Options page (step 3 of 4), verify that all fields and check boxes are null. Click Next.

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Click Finish.

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In the Accounting Options: XX_Ledger page, click Complete.

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Click Yes to complete the setup.

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Navigate to Development Manager > Workflow and Request > Concurrent Requests.

Find your concurrent request ID and confirm that the General Ledger Accounting Setup Program has completed successfully.

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20. Defining Organizations

Navigation: Inventory > Setup > Organizations > Organizations

Description: Use this window to define your inventory organization. Define at least one master organization for PIM. Depending on your organization structure, you can define additional inventory organizations. Use inventory
organizations to define your warehouses and stores.

Use the following values to define your inventory organization:

Field Value

Name XX Master Organization

Internal or External Internal


Location XX_LOCATION
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Click Save, then enter the following organization classifications:

Name Enabled

Inventory Organization Yes

Operating Unit Yes


GRE / Legal Entity Yes
HR Organization Yes

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Select the GRE / Legal Entity line and click Others. The Additional Organization Information list of values opens.

Select Employer Identification, then click OK.

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Click in the Employer Identification field.

The Employer Identification window opens. Enter the following values:

Field Value

Employee Identification Number 10000

State Income Tax Withholding Rule All States


Automate SUI Wage Credit No

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Click OK, then save your work.

In the Organizations window, select the Operating Unit line, then click Others.

The Additional Organization Information list of values opens.

Select Operating Unit Information, then click OK.

Click in the Operating Unit Information field. The Operating Unit Information window opens. Enter the following values:

Field Value

Primary Ledger XX_LEDGER

Legal Entity XX_LEGAL_ENTITY


Operating Unit Short Code OU

Click OK, then save your work. Return to the Organization window.

In the Organizations window, select the Inventory Organization line, then click Others.

The Additional Organization Information list of values opens.

Select Accounting Information, then click OK.

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Click in the Accounting Information field. The Accounting Information window opens. Enter the following values:

Field Value

Primary Ledger XX_LEDGER

Legal Entity XX_LEGAL_ENTITY


Operating Unit XX Master Organization

Click OK, then save your work.

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21. Defining Inventory Parameters

Navigation: Inventory > Setup > Organizations > Organizations

Description: Use this window to define Inventory Parameters and their associated Organization Quick Code. Define at least one master organization for PIM. Depending on the organizational structure, you can define additional
organizations. Use inventory organizations to define your warehouses and stores.

In the Organization window, Name field, find your master organization. In the Organization Classifications region, select Inventory Organization, then click Others. In the Additional Organization Information window, select Inventory
Information, then click OK.

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In the Organization Parameters window, Inventory Parameters tab, enter the following values:

Field Value

Organization Code XXM

Item Master Organization XX Master Organization


Move Order Timeout Action Approve Automatically
Locator Control None

Verify that all other fields have a value of Null.

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Select the Costing Information tab, then enter the following values:

Field Value

Costing Organization XX Master Organization

Costing Method Standard


Transfer to GL No
Material 001.000.1006
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Verify that all other fields have a value of Null.

Select the Material, Lot, Serial And LPN tab, then enter the following values:

Field Value

Starting Revision A

Lot Control: Uniqueness None


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Lot Control: Total Length 30
Lot Control: Generation At item level
Child Lot Control: Child Generation Parent
Child Lot Control: Total Length 80
Serial Control: Uniqueness Within inventory items
Serial Control: Generation At item level
Starting Serial Number 1

Verify that all other fields have a value of Null.

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Select the ATP, Pick, Item-Sourcing tab, then verify that the value of each field is Null.

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Select the Inter-Org Information tab, then verify that the value of each field is Null. For the Inter-organization Transfer Charge, select None.

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Select the Other Accounts tab, then enter the following values:

Field Value

Purchase Price Variance 001.000.1001

Invoice Price Variance 001.000.1002


Inventory AP Accrual 001.000.1003
Sales 001.000.1004
Cost of Goods Sold 001.000.1005
Deferred COGS Account 001.000.1005

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22. Defining Receiving Parameters (Optional)

Navigation: Inventory > Setup > Organizations > Organizations


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Description: Use this window to define Receiving Parameters.

In the Organization window, Name field, find your master organization. In the Organization Classifications region, select Inventory Organization, then click Others. In the Additional Organization Information window, select Receiving
Information, then click OK.

In the Receiving Options window, enter the following values.

Receiving Options

Field Value Field Value

Enforce Ship To None Allow Unordered Receipts No


ASN Control Action None Allow Express Transactions No
Receipt Days Early 0 Allow Cascade Transactions No
Receipt Days Late 0 Allow Blind Receiving No
Receipt Days Exceed Action None Validate Serial Numbers on RMA Receipts No
Over Receipt Tolerance (%) 0 Receipt Number Generation Manual
Over Receipt Action None Receipt Number Type Numeric
RMA Receipt Routing - Next Receipt Number -
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Receipt Routing - Validate Lots on RMA Receipts Unrestricted
Allow Substitute Receipts No - -

Accounting

Field Value

Receiving Inventory Account 001.000.1006

Retroactive Price Adjustment Account -


Clearing Account 001.000.1007

Cost Factors

Field Value

Interface to Advanced Pricing No

Interface to Transportation Execution No

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Save your work.

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23. Defining Unit of Measure Classes

Navigation: Inventory > Setup > Units of Measure > Classes

Description: You can assign a unit of measure class to attributes in PIM. The primary unit is the default value when you create a new item. When using a spreadsheet to import items, the spreadsheet always uses the primary unit to
create items (you cannot enter the UOM in Excel). Unit of measure classes are defined at the instance level and apply to all inventory organizations.

Enter the following values in the Unit of Measure Classes window:

Field Value

Name Quantity

Description Quantity
Base Unit Each
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UOM EA

Click Save and close the window.

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24. Defining Units of Measure

Navigation: Inventory > Setup > Units of Measure > Units of Measure

Description: Use this window to define your units of measure.

Note: A unit of measure can only be a member of one class. Units of measure are defined at the instance level and apply to all inventory organizations. The units of measure for the Period class are seeded.

Enter the following values in the Units of Measure window:

Field Value

Name Each
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UOM EA
Description Each
Base Unit Yes (box is checked)
Class Quantity

Save your work.

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25. Defining Multi Org Profile Options

Navigation: System Administrator > Profile > System

Description: Use this window to define the Multi Org profile options. Only the relevant options are described.

In the Find System Profile Values window, Profile field, enter the name of the profile you want to modify, then click Find.

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Enter the following profile values at the appropriate level (Site, Application, Responsibility, User):

Profile Level Value

HR:Business Group Site Setup Business Group

HR: Security Profile Site Setup Business Group

HR:User Type Application HR User

MO: Operating Unit Site XX Master Organization

GL Ledger Name Site XX_LEDGER

Note: You must define the profile HR: User Type in order to use Oracle Purchasing and Oracle Inventory.

For example, to enter a value for the HR:User Type profile option at the Application level, you must first find this profile option using the Find System Profile Values window.

1. In the Display region, select the Site and Application levels and 'Profiles with No Values'. In the Application field, enter Human Resources.

2. In the Profile field, enter HR:User Type.

3. Click Find.

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4. In the System Profile Values window, Application field, enter HR User.

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5. Save your work.

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26. Defining Inventory Profile Options

Navigation: System Administrator > Profile > System

Description: Use this window to define Inventory profile options. These options start with INV. Only required options are listed.

In the Find System Profile Values window, Profile field, enter 'INV:Default%', then click Find.

Enter the following profile values at the Site level:

Profile Value

INV: Default Primary Unit of Measure Each

INV: Default Item Status Active

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Save your work.

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27. Defining Bills of Material Profile Options

Navigation: System Administrator > Profile > System

Description: Use this window to define Bills of Material profile options. These options start with BOM. Only required options are listed.

In the Find System Profile Values window, Profile field, enter the name of the profile you want to modify, then click Find.

Enter the following profile values at the Site level:

Profile Value

BOM: Component Item Sequence Increment 10

BOM: Standard Item Access Yes


BOM: Model Item Access Yes
BOM: Planning Item Access Yes

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Notes:

Defining the profile 'BOM: Component Item Sequence Increment' enables the Product Workbench to function correctly.

Setting the profile 'BOM: Standard Item Access' to Yes enables you to create packaging and other structures.

Save your work.

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28. Defining Product Hub Profile Options

Navigation: System Administrator > Profile > System

Description: Use this window to define the profile options used by Oracle Product Information Management. Only the relevant options are described. You must define Roles before you can set the profile options. You can use the seeded
roles or roles defined by you.

In the Find System Profile Values window, Profile field, enter the name of the profile you want to modify, then click Find.

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Enter the following profile values at the appropriate level (Site, Application, Responsibility, User). The Additional Information column in the table provides further information about defining the profile option.

Profile Level Value Additional Information

EGO GDSN Enabled Site No -

EGO: Enable Oracle Collaborative Site No -


Development
EGO: Enable Product Information Site Yes -
Management Data Librarian
EGO: Enable Product Lifecycle Site No Used when implementing PIM with Oracle Projects.
Management
EGO: Enable exporting to Excel Site Yes Governs the action of exporting search results. Changing the value to Yes enables users to export certain search results data.

EGO: Internal User Default Role for Site Design Reviewer Governs the default role defined for internal users who access items. This role is assigned to internal users for all items in the
Items organizations to which the users have access. You can change the seeded role 'Design Reviewer' to a role defined by you.
EGO: Maximum Match Results Site 50 -

EGO: Maximum number of attribute Site 25 The seeded profile value is 5. Consider increasing this parameter when you want to specify more attribute groups when conducting a
groups in Search. search.
EGO: Maximum number of rows for Site 2000 Specifies the maximum number of rows to sort during an item search. If a search retrieves more than the maximum number of rows, the
sorting search results are displayed without sorting (a warning is displayed).

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EGO: Number of recent links to display Site 20 Specifies the number of links to display in the Recently Visited list.

EGO: Thesaurus for Matching Site - -

EGO: User Organization Context Site -1 -

Enable PIM for Telco Features Site Yes -

ENG: Internal User Default Role for Yes Reviewer 'Reviewer' is the seeded role value. You can change this to a role defined by you.
Changes
BNE Server Log Level Site Trace -

BNE Server Log Path Site $BNE_TOP/log Replace $BNE_TOP with actual values and the directory structure that exists with 777 permission.

BNE UIX Physical Directory Site $COMMON_TOP/webapps/oacore/html/cabo/ Replace $COMMON_TOP with actual values and the directory structure that exists with 777 permission.

BNE Upload Import Directory Site $BNE_TOP/upload/import Replace $BNE_TOP with actual values and the directory structure that exists with 777 permission.

BNE Upload Staging Directory Site $BNE_TOP/upload Replace $BNE_TOP with actual values and the directory structure that exists with 777 permission.

BNE Upload Text Directory Site $BNE_TOP/upload Replace $BNE_TOP with actual values and the directory structure that exists with 777 permission.

BNE Servlet Path Site /oa_servlets/

BNE UIX Base Path Site /OA_HTML/cabo

FND: Diagnose Site No Set this option to Yes when you want to enable the Diagnostics link on the HTML pages.

FND: View Object Max Fetch Size Site 400 (seeded value is 200) Set this option to 400 when you are using the inbound 1Sync interface. Otherwise, you will run into problems when you attach the 1Sync
attribute groups to the Item Catalog Category and try to create items.
Personalize Self-Service Def Site No Set this option to Yes when you want to personalize HTML pages.

ICX: Numeric characters User 10,000.00 (for SYSADMIN) Must be set to 10,000.00 for SYSADMIN, when you are running the inbound 1Sync interface signed on as the SYSADMIN user.

ICX: Date format mask Site 31/12/1999

Save your work.

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29. Defining Employees

Navigation: Human Resources application, Global HR Manager responsibility > People > Enter and Maintain

Description: Use this window to define a person for a user. You must define a person for a user before the user can set up data in the Setup Workbench.

Enter the following required field values in the People window. All other fields are optional.

Field Value

Last PIM Manager (Alternatively, you can enter your actual name here.)

Action Create Employment

Click Assignment, then enter the following required field values in the Assignment window.
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Field Value

Organization Setup Business Group (The HR documentation specifies the value 'XX Master Organization', but this value is not present in the LOV.)

Status Active Assignment

Save your work.

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30. Assigning Employees to Users

Navigation: System Administrator responsibility: Security > User > Define

Description: Use this window to assign an employee to a user.

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Enter the following required field values in the Users window.

Field Value

User Name PIMMGR

Person PIM Manager

Save your work.

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31. Defining BOM Parameters

Navigation: Bills of Material responsibility: Setup > Parameters

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Description: Use this window to define the parameters for bills of materials. PIM uses bills of materials. Define BOM parameters for each inventory organization.

Enter the following required field values in the Parameters window.

Field Value

Max Bill Levels 5

Inactive Status Inactive


Numbering Method Append with Sequence
Create Lower Level Supply No
Config BOM Creation Allowed Yes (Checked)
Include Model/Option Class Items in Lead Time Rollup No (Unchecked)
Include Model/Option Class Items in Lead Time RollupUse Phantom Routings No (Unchecked)
Inherit Phantom Op Seq Yes (Checked)

Save your work.

Note: The parameters are now set for your current organization. You do not need to select an organization.
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32. Defining Item Statuses (Optional)

Navigation: Product Information Management and Data Librarian responsibility: Setup > Items > Item Status

Description: Status control attributes are controlled by item statuses. By default, Active and Inactive statuses are seeded. The Active status enables all status attributes, whereas the inactive status disables all status attributes. If you
want to define item statuses other than seeded ones, follow the instructions below.

In the Search: Item Statuses window, click Create Item Status.

In the Create Item Status window, define a new item status and the status attributes. The following tables and screenshots provide some example field values.

Status Information

Field Value

Status Default

Description Default status

Status Attributes

Field Value Usage

BOM allowed Yes (Checked) Default control

Build in WIP Yes Default control


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Customer Orders Enabled No (Unchecked) Default control
Internal Orders Enabled Yes Default control
Invoice Enabled No Default control
Process Execution Enabled Yes Default control
Purchasable No Default control
Recipe Enabled Yes Default control
Stackable No Default control
Transactable Yes Default control

Click Apply.

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33. Defining Item Types (Optional)

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Navigation: Product Information Management and Data Librarian responsibility: Setup > Items > Item Types

Description: You can delete the seeded item types (for example, ATO Item) when you do not want to use them in PH and add your own item types. Item types are used to group common items. You can create change orders and assign
them to specific item types (See: Define Change Category Header Types).

Enter the following field values in the Application Utilities: ITEM TYPE Lookups window.

Field Value

Type ITEM_TYPE

Meaning ITEM_TYPE
Application Inventory
Description Item Types
Access level User
Code P
Meaning Purchased Item
Enabled Yes

Save your work.

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34. Defining Default Catalogs

Navigation: Product Information Management and Data Librarian responsibility: Setup > Setup Workbench (T) Catalogs (L) Default Catalogs

Description: Use this page to assign catalogs to functional areas. Functional areas are predefined by Oracle. You should assign, at a minimum, a default catalog to each of the functional areas mentioned in the setup table.

Enter the following catalogs for the Functional Areas listed below in the Update Default Catalogs page.

Functional Area Catalog Description

Inventory Inventory Inventory Category Set

Purchasing Inventory Inventory Category Set


Planning Inventory Inventory Category Set
Service Inventory Inventory Category Set
Costs Inventory Inventory Category Set
Engineering Inventory Inventory Category Set
Order Management Inventory Inventory Category Set
Product Line Accounting Inventory Inventory Category Set
Asset Management Enterprise Asset Management Enterprise Asset Management Category Set
Contracts Contracts Category Set for Contract Item Categories
Product Reporting Product Product Category

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Click Apply.

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35. Assigning a Default Category to the Inventory Catalog

Navigation: Product Information Management and Data Librarian responsibility: Setup > Setup Workbench (T) Catalogs (L) Catalogs

1. In the Search: Catalogs page, select the Inventory catalog.

2. In the Edit Catalog page, Default Category field, enter Inventory as the default catalog.

3. Click Apply.

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36. Defining Source Systems

Navigation: Product Information Management and Data Librarian responsibility: Batch Import > Import Workbench (T) System Setup

Description: When importing data from a source other than Oracle Product Information Management Data Hub (PIM Data Hub or PIMDH), you must create a source system within Import Workbench. You must define a match rule and
change order type before you can define the import source system. When you use Business Rules that require approval, you must define a change order for your source system. The New Item Request can be started automatically or
manually during import.

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Note: After navigating to the Import Workbench System Setup tab, the system may ask you to choose an organization. If so, select your master organization (XX Master Organization).

1. In the Source System page, click Define Source System.

2. In the Define Source System page, enter the following values.


Field Value

Name XX_Source_System

Type Spoke
Description Source System
Enable for Items Yes
Enable for Datapools No
Code XXS
Meaning Purchased Item
Status Active
Automatically Match on Data Load Yes
Default Item Catalog Match Rule <Matching Rule>
Apply Default Match Rule to All Items Yes
Automatically Confirm Single Matches Yes
Automatically Import on Data Load No
Default Revision Import Policy Update Latest

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3. Click the Import Options tab and enter the following values.
Field Value

Change Order None

New Item Request None/One per Item Catalog Category/One per Item
Structure Type <Structure Type>
Structure Name <Structure Name>
Effectivity Control Date
Structure Contains All Components
Data Import Import All Data

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4. Click the Mapping tab.

5. In the Mapping Process field, select None.

6. Click Apply.

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37. Scheduling Concurrent Requests

Navigation: Product Information Management and Data Librarian responsibility: Workflow and Request > Concurrent Requests

Description: Submit the following requests with their corresponding parameters listed below.

Concurrent Request Parameters

Item Catalog Text Index Build In the Action field, select Create when running this request for the first time.

Optimize Change Management Text Index Select Fast.


EGO Setup Default Organization for User None
Item/Item Revision Implement Pending Changes Concurrent Program (Optional) None

1. In the Submit Request window, Name field, find and select one of the requests listed above.

2. Click in the Parameters field. The Parameters window opens. Enter the parameter value as described in the table above.
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3. Click OK in the Parameters window, then click Submit in the Submit Requests window.

Note: If one of the concurrent requests listed above is not available in your OPH responsibility, then you must add it to the request group of your OPH responsibility. Refer to 3.38 Troubleshooting Tips for more information.

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38. Troubleshooting Tips

Issue: Unable to find and run a concurrent program.

Cause: The concurrent program is not assigned to your OPH responsibility.

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Solution: Perform the following steps to add a concurrent program to your OPH responsibility.

Navigation: System Administrator responsibility: Security > Responsibility > Define

1. In the Responsibilities window, change to query mode and query the Product Information Management Data Librarian responsibility.

2. In the Request Group section, Name field, view the name of the request group used by this responsibility.

3. Navigate to Security > Request. In the Request Groups window, query the request group identified in the previous step.

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4. Click the Add Record icon on the toolbar to add a new program to this request group.

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5. Select the new program, then save your work.

You can now submit the new program from the Product Information Management and Data Librarian responsibility Submit Requests window.

Issue: Receive a descriptive flexfield error while creating an ICC.

Example error message: The descriptive flexfield with application name Inventory (INV) and name Item Catalog Groups (MTL_ITEM_CATALOG_GROUPS) is not frozen. Please contact your system administrator.

Cause: The descriptive flexfield named in the error (Item Catalog Groups) is not frozen.

Solution: Assign a segment to the descriptive flexfield (DFF) and freeze it. The following steps explain how to compile the DFF.

Navigation: System Administrator responsibility: Application > Flexfield > Descriptive > Segments

1. In the Descriptive Flexfield Segments window, Title field, query the DFF (in this example, Item Catalog Groups).

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2. Uncheck the required flag and freeze the DFF. Verify that the concurrent program completes successfully.

Issue: Receive an error while launching the Workbench

Example error message: Incorrect Profile Setup: Before you can access these pages, your profile needs to be updated. Please contact a system administrator to set up your profile correctly.

Cause: Incorrect Profile Setup. It is caused by a missing record in EGO_PEOPLE_V.

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Solution: Follow the instructions provided in Doc ID 279485.1.

Issue: After creating a category, the category name is not shown under the category.

Cause: Concurrent Manager is down with status "NO MANAGER".

Solution: Bring up the Concurrent Manager. Refer to Doc ID 134007.1.

Issue: Concurrent Requests for Item Catalog Text Index Build (first time with action "CREATE") failed.

Cause: Aat least one item was not created before running this concurrent program.

Solution: Create one item first, and then launch this concurrent program.

Issue: Concurrent Requests for Change Management Text Index failed when running for the first time.

Cause: At least one change request was not created before running this concurrent program.

Solution: If you do not use Change Management functionality, you do not need to run this concurrent program. Otherwise, create one change request first, and then launch this concurrent program.

Issue: Receive an error while creating a product/item.

Example error message: Application name Inventory (INV) name system Item (MSTK) structure system Items SYSTEM_ITEMS is not frozen, please contact system administrator.

Cause: Flexfield structure (SYSTEM_ITEMS) is not compiled.

Solution:Open the flexfield in the Key Flexfield Segments window, check the "Freeze Flexfield Definition" check box, and click "Compile".

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