Setting up Multi Org Structure in R12:
Sequence of steps to be carried out:
Develop or Design a structure:
All Oracle Apps Org Structure
- Define Location
Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:
Human Resources
Navigate to Work Structures –> Location:
Navigation
Enter the details as shown in the screen shot
Script to see the rows inserted:
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SELECT *
FROM HR_LOCATIONS_ALL
WHERE location_code = 'XXAOA';
SELECT *
FROM HR_LOCATIONS_ALL_TL
WHERE location_code = 'XXAOA';
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After selecting the Address style you will be prompted to enter the details of the location as shown in the form below.
After entering the location details click on OK button and enter the time zone as shown in the screen shot.
Navigate to the shipping tab and the values are populated as shown.
Now navigate to the Other Details tab. Save the changes.
- Define Business Group
Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:
Human Resources
Navigate to Work Structures –> Organization –> Description
Select New button
Enter the business group name and the location created in the previous step and save the changes.
Script to find the records:
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SELECT *
FROM HR_ORGANIZATION_UNITS
WHERE name LIKE 'AllOracleApps%';
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Select the LOV as business group under the Name field in the organization classifications block
Check the enabled check box for the business group name and save the changes
Click on the Others button and select the Business Group Info from the additional information window click on ok
The below window is Visible
Press TAB and enter the mandatory fields:
With details:
Click OK Button
You will be prompted to save the changes. Click on Yes button
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SELECT *
FROM HR_ORGANIZATION_INFORMATION
WHERE org_information_context = 'Business Group Information';
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- Create Legal Entity
As per the structure defined above we have our business in 2 different geographical locations, hence we need to create 2 legal entities. The 2 legal entities to be created are:
- India Legal Entity
- USA Legal Entity
Switch responsibility to General Ledger, Visions Operations (USA)
Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
Select the Legal Entity Tab
Click on Create Legal Entity
Enter the details:
Click on Create New Address radio Button and enter the details:
Go to the General Information and enter the details
Click on the Apply Button to save the legal entity created.
Create the legal entity for USA also in the similar manner.
Confirmation message:
Script:
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SELECT *
FROM XLE_ENTITY_PROFILES EntityProfileEO,
HZ_GEOGRAPHIES HzGeographies,
HZ_ORG_PROFILES_CPUI_V HzOrgProfiles,
XLE_LOOKUPS lkp
WHERE EntityProfileEO.GEOGRAPHY_ID=HzGeographies.GEOGRAPHY_ID
AND EntityProfileEO.PARTY_ID=HzOrgProfiles.PARTY_ID
AND lkp.LOOKUP_TYPE='XLE_YES_NO'
AND lkp.LOOKUP_CODE=EntityProfileEO.TRANSACTING_ENTITY_FLAG
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- Create Ledgers
In the above scenario we need to create 2 ledgers and this depends on the following:
- Currency
- Calendar
- Chart of Accounts
In multi org structure we will follow the same calendar,currency and chart of accounts for the companies. In the above scenario as we have the companies in 2 different countries we will have 2 different ledgers.
- India Ledger
- USA Ledger
Navigate to General Ledger Visions Operations (USA)
Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
Click on Create Accounting Setup
As we have already created the legal entity we can move forward and click on the next button
Enter the details and click the next button
Click Finish
The ledger for USA is created in a similar manner
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SELECT *
FROM gl_ledgers;
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- Create and assign operating units and legal entities
Navigate to General Ledger Visions Operations (USA)
Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
Enter the ledger name and click on GO button:
Click on the update button:
Assign legal entity to the ledger by clicking on the add legal entity button
Click on add legal entity button
Search for the legal entity created above and select the legal entity created for INDIA
Click on apply button
The legal entity has now been assigned to the ledger. Now click on the update button next to the operating unit setup options
Click on Add operating unit
Enter the details. Assign the business group and legal entity created from the above steps to the operating unit and click on apply button
Click complete
After completing all the ledger options click on complete.
Click on yes to complete the accounting setup
Verify the confirmation message and note down the request number and verify the status of the request.
Create the operating nit for the USA legder in the similar manner :
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SELECT *
FROM HR_ORGANIZATION_INFORMATION
WHERE org_information_context = 'Operating Unit Information';
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- Create Inventory Organizations
Switch responsibility to Human Resources Vision Operations
Human Resources
Navigate to Work Structures –> Organization –> Description
Click on New button:
Enter the inventory organization name and save the changes
Select the list of values icon under the name filed in the organization classifications
Select Inventory organization from the list of values
Check the enabled button and save the changes. Then click the others button
Select accounting information and click ok
Press TAB
Select the ledger and legal entity name from the list of values and click ok
Click ok
Click yes to save the changes entered
Click others
Select inventory information and click ok
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SELECT *
FROM HR_ORGANIZATION_INFORMATION
WHERE org_information1 = 'INV'
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Enter details in Inventory Parameters TAB
Enter details in Costing Information TAB
Accept defaults in Revision, lot, serial, and LPN TAB
Accept defaults in ATP, Pick, Item Sourcing TAB
Accept defaults in Inter Org Information TAB
Enter details in Other Accounts TAB
Save the changes and read the note carefully to understand the implications of inventory organization costing method
Script:
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SELECT *
FROM MTL_PARAMETERS_VIEW
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Reports/Programs:
In order to use the operating unit we need to run the Replicate seed data concurrent program from system administrator responsibility
Run the same concurrent program for all the operating units
Run the Multi-Org Validation Report and check the output for no validations
Multi-Org Access Control:
Multi org access control is implemented in R12 to allow the users to submit requests and access data of different operating units in a single responsibility.
This can be achieved by setting the security profile in HRMS
There are 2 security profiles:
- SECURITY PROFILE: is used for the selection of operating units from the same business group
- GLOBAL SECURITY PROFILE: is used for the selection of operating units from the different business group
Set up of Multi-Org Access Control:
- Setup Security Profile in HRMS
Navigate to Human Resources Vision Enterprises responsibility:
Human Resources
Navigate to Profile function under the Security menu:
Select a name for the profile and attach the business group created.
Select the security type as “Secure organizations by organization hierarchy and/or organization list”
Select operating unit under classification and the operating unit name created under the organization name. Save the changes
Add the operating units for which the MOAC feature needs to be shared.
Navigate to Process And ReportsàSubmit Processes and Reports
Select single request and click on OK
Select the parameters and submit the concurrent program
In order to test the profile created we need to create a new responsibility.
Navigate to the system administrator responsibility
Navigate to Security –> Responsibility –> Define to create a new responsibility
Enter the mandatory fields and save the changes.
Add the created responsibility to the user.
Navigate to Security –> User –> Define
Query for the user and assign the responsibility
Navigate Profile –> System
Select the responsibility created and enter the profile as MO: Security Profile and click on the find button
Select the security profile name created from the LOV and save the changes.
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