Multi-Org Access Control

Overview

The information contained in this document is not to be used for any purpose other than the purposes for which this document is furnished
by Genpact, nor is this document (in whole or in part) to be reproduced or furnished to third parties or made public without the prior
express written permission of Genpact.

Version Control
Version No.

1.0

1-1

Date

15/10/09

Type of Changes

Document Created

Owner/Aut
hor

Date of review /
expiry
Until Superseded

Multi-Org Access Control Overview

Release 12 Migration

Objectives

After completing this module, you should be able to:

Explain how Multi-Org Access Control is used.
List the benefits of Multi-Org Access Control
Setup Multi-Org Access Control

1-3

Agenda

Multi-Org Access Control

Multi-Org Preferences
Enhanced Multi-Org Reporting

1-4

Agenda

Multi-Org Access Control

Multi-Org Preferences
Enhanced Multi-Org Reporting

1-5

Multi-Org Access Control

Description
A single application responsibility can now access,
process and report on multiple operating units
Companies who have implemented a Shared Services
operating model can:
Increase operational efficiency and effectiveness
Reduce costs

1-6

Multi-Org Access Control

Description
Perform tasks for multiple operating units without
changing responsibilities:
Enter Payables Invoices
View Consolidated Requisitions
Perform Collections
Process Receiving & Drop Shipments
Belgium

Holland

Denmark

Operating
Unit

Operating
Unit

Operating
Unit

EMEA Responsibility

1-7

Multi-Org Access Control

Benefits
Improve Efficiency
Process data across multiple OUs from one responsibility
Process transactions more efficiently for companies that
have centralized business functions or operate Shared
Service Centers

Obtain better information for decision making

Obtain a global consolidated view of information
View information, such as supplier sites and customer
sites across multiple OUs

Reduce Costs
Speed data entry
Reduce setup and maintenance of many
responsibilities
1-8

Multi-Org Access Control

Process Summary
PROCESS
Login into a
responsibility

Open application

Application
checks users
access privilege

Process data for

operating units
Automated process
1-9

Multi-Org Access Control Setup

SETUP
Define Operating Units

Create security profile

Run Security List

Maintenance

Set profile options

1 - 10

Multi-Org Access Control

Setup Create Operating Unit
You can define your operating units in two places:
Financials Accounting Setup Manager
HRMS Organization Form

The Accounting Setup Manager:

Streamlines the setup and implementation of Oracle
Financial Applications
Centralizes the setup and maintenance of common
financial components

1 - 11

Multi-Org Access Control

Setup Define Security Profile
Using Oracle HRMS, you can define your security profile
using two forms:
The Security Profile
The Security Profile Form allows you to select operating
units from only one Business Group

Global Security Profile form

The Global Security profile Form allows you to select
operating units from multiple Business Groups

1 - 12

Multi-Org Access Control

Setup Run System List Maintenance
Once the security profile has been created, run the
Security List Maintenance program.
This ensures that all of the security profiles that you
created are available for assignment to your
responsibilities.

1 - 13

Multi-Org Access Control

Setup Set Profile Options

1 - 14

Profile Value

Description

MO: Security
Profile

Controls the list of operating units

that a responsibility or user can
access.

MO: Default
Operating Unit

Controls which operating unit

defaults when accessing an
application page.

MO: Operating Unit

R11i profile option that is

maintained for those products and
customers not leveraging Multiple
Organizations.

Implementation Considerations

Oracle HRMS
Define operating units
Set up Multi-Org Security Profiles

Accounting Setup Manager

Define operating units
View all operating units assigned to the primary ledger

Oracle E-Business Suite Products that Use Operating

Units
Process data across multiple operating units
using Multi-Org Access Control

1 - 15

Agenda

Multi-Org Access Control

Multi-Org Preferences
Enhanced Multi-Org Reporting

1 - 16

Multi-Org Preferences
Description
User Level Preferences
Specify User Level Preferences
Identify a subset of operating units to access
Set default Operating Unit specific to that user

1 - 17

Multi-Org Preferences
Benefits
Increase Efficiency
Save key strokes with default operating unit
Limit access to operating units you use most

User Level Control

Eliminate using System Administrators; you can control
your own access

Reduce cost
Perform processes quicker

1 - 18

Multi-Org Preferences
Process Summary
PROCESS
Login into a
responsibility

Open Application

Application
Check users
preferences

Enter data for

Preferred
Operating Units
Automated process
1 - 19

Multi-Org Preferences Setup

SETUP

SETUP

System Administrator

User

Add Preferences
to Menu

Select Preferred
Operating Units

Select Default
Operating Unit

1 - 20

Multi-Org Preferences
Setup Add to SubMenu
To enable and display Preferences in your menu
1. Request that your System Administrator to add the
function FNDMOPREFS to your menu definition

The System Administrator should use either the System

Administrator or Application Developer responsibility,
and select the Menu (Application) option

2. Select your products menu and add the function

named User Preferences (FNDMOPREFS)

1 - 21

Multi-Org Preferences
Setup Set Preferences
Multi-Org Preferences page:
The header displays:
The user name that you are logged in as
The responsibility name
The Security Profile that you are currently assigned to

The Default Operating Unit region is where you select a

default OU.
Preferred Operating Units is where you select the
subset of operating units you want to work with.

1 - 22

Agenda

Multi-Org Access Control

Multi-Org Preferences
Enhanced Multi-Org Reporting

1 - 23

Enhanced Multi-Org Reporting

Description
Run reports for multiple operating units from a single
responsibility

1 - 24

Enhanced Multi-Org Reporting

Benefits
Reduces Reporting Time
Improves Efficiency

1 - 25

Enhanced Multi-Org Reporting Process

PROCESS
Login into a
responsibility

Open Requests
Program

Program
checks
access privilege

Select Operating Unit

and Run Report

1 - 26

Enhanced Multi-Org Reporting

Process Run Report

1 - 27

Guided Demonstration 1 Overview:

Using MOAC
This Guided Demonstration covers the following topics:
Using MOAC

1 - 28

Summary

In this module, you should have learned how to:

Explain how Multi-Org Access Control is used.
List the benefits of Multi-Org Access Control
Setup Multi-Org Access Control

1 - 29