Implementation Steps Oracle Application Modules (GL/AP/AR/INV/PO/OM) 1.0 De fi ne a Global Locati on f or the Bus iness Group Responsibility: Inventory Super UserorInventory Vision Operations (USA) N Setup Organizations Locations Name : MA1 Description : Location of Mafatlal Group Global : Yes Region: Address Details Address Style : United Kingdom Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site : No Bill To Site : Yes Receiving Site : No Internal Site : Yes Office Site : Yes Region: Other Details Inventory Organization : Tax Name : Optionally choose EDI Location : The location must be defined as Global as Global locations are available across Business Groups. 2. 0 De fi ne B usines s Gr oup & HR Organiz at ion Employee information is getting partitioned at the Business Group level. In otherwords, the employees of one business group cannot be accessed by anotherbusiness group. N Setup Organizations Organizations 2.1 Name : Mafatlal Group 2.2 Type : Choose 2.3 From Date : Enter 41
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1.0 Define a Global Location for the Business Group
Responsibility: Inventory Super User or Inventory Vision Operations (USA)
N Setup Organizations Locations
Name : MA1Description : Location of Mafatlal Group
Global : Yes
Region: Address Details
Address Style : United KingdomAddress : Enter
Region: Shipping Details
Contact : Optionally chooseShi To Location ; Choose
Ship To Site : NoBill To Site : YesReceiving Site : NoInternal Site : YesOffice Site : Yes
Region: Other Details
Inventory Organization :Tax Name : Optionally chooseEDI Location :
The location must be defined as Global as Global locations are available acrossBusiness Groups.
2.0 Define Business Group & HR Organization
Employee information is getting partitioned at the Business Group level. In other words, the employees of one business group cannot be accessed by another
business group.
N Setup Organizations Organizations
2.1 Name : Mafatlal Group2.2 Type : Choose2.3 From Date : Enter
2.9 Name : Business Group2.10 Enabled : Yes2.11 Save
2.12 Click on the push button ‘Others’2.13 Choose *Business group Info from the LOV2.14 Click on the bigger text box
2.15 Short Name : Mafatlal
2.16 Employee number Generation : Automatic2.17 Applicant Number Generation : Automatic2.18 Grade Flexfield Structure : Grade Flexfield2.19 Group Flexfield Structure : People Group Flexfield2.20 Job Flexfield Structure : Job Flexfield2.21 Costing flexfield Structure : Costing Allocation Flexfield
Competence Flexfield Structure :2.22 Position Flexfield Structure : Position Flexfield2.23 Legislation Code : United States2.24 Currency : MAF2.25 Fiscal Year Start :
2.26 Minimum Working Age :2.27 Maximum Working Age :
2.28 Click on OK 2.29 Click on OK 2.30 Save
Classify the same organization as HR organization also as
follows.
2.31 Bring the cursor to the Classification ‘Name’2.32 Under the name Business Group, choose HR Organization
2.33 Check the check box Enabled
2.34 Save2.35 Click on the push button ‘Others’2.36 Choose Workday Information from the LOV2.37 Click in the bigger text box2.38 Normal Start Time : 08:002.39 Normal End Time : 17:00
Request Group : All Inclusive GUIMenu : INV_NAVIGATE
3.11 Purchasing, MIL
3.12 Purchasing, MFData Group : StandardApplication : Oracle PurchasingRequest Group : All ReportsMenu : Purchasing SuperUser GUI
3.13 Order Management, MIL
3.14 Order Management, MFData Group : StandardApplication : Oracle Order Management
Request Group : OM Concurrent ProgramsMenu : ONT_SUPER_USER
3.15 Human Resources, MIL
3.16 Human Resources, MFData Group : StandardApplication : Oracle Human ResourcesRequest Group : HR Reports and ProcessesMenu : JP HRMS Navigator
3.17 OPM All, MIL
3.18 OPM All, MFData Group : StandardApplication : Application ImplementationRequest Group : OPM All ReportsMenu : OPM_ALL
4.0 Define a User (MRLAL) and Assign the Above
Responsibilities to it. N Security User Define
4.1 Enter a User Name4.2 Enter a Password having a minimum of 5 characters4.3 Re-enter the password4.4 Move cursor to the Lines4.5 Choose the above Responsibilities one by one4.6 Save
Note: The password that you entered in step 2.2 and 2.3 will expire in thefirst Login. You have to assign another password in the first login.
5.0 Setup General Ledger, MIL
5.1 Create a Set of Books (Mafatlal)
5.1.1 Create Chart of Accounts
We will create a Chart of Accounts with four segments as follows. Company Plant Accounts Product
For creating the Chart of Accounts you have to follow thefollowing steps.
• Define Value Set for each segment
• Define a structure of the segments
• Compile the Structure
• Enter possible values for each segment
5.1.1.1 Define Value Sets N Setup Financials Flexfields Validation Sets
1. Enter a name for the Value Set (Mafatlal Company)2. Optionally enter a Description3. Choose the Data Type(Char)4. Choose the Max Size (2 for Company, 2 for Plant, 4 for
Accounts and 4 for Product)5. Choose the Validation Type (Independent for all value sets)
5.1.1.2 Define a Structure of the Segments N Setup Financials Flexfields Key Segments
1. F11, O%G%, Ctrl + F11 (Now, you will get Oracle General
Ledger in the field named ‘Application’ and Accounting Flexfield in the field named ‘Title’.
2. Bring cursor to the Lines3. Enter a Code (MAFATLAL_ACCOUNTING)4. Enter a Title (Mafatlal Accounting)5. Optionally enter a Description6. Optionally enter a View Name (MAFATLAL)
7. Click on the push button ‘Segments’8. Make your entries as follows
Attention For OPM Users
The OPM Segment Length should match with the GL Chart of Accounts Segment Data width and OPM Segment Short Nameshould match with the GL Chart of Accounts Segment Name.
In OPM the maximum length of the short name cannot exceed theOPM Segment Length. So ensure that the same thing is followed inGL Chart of Accounts.
Example:General Ledger
Data Width defined in the Value Set of Company Segment
= 2
Segment Short Name must be made up of just 2 characterssay, ‘CO’.
OPM
Segment Short Name must be ‘CO’ andSegment Length must be 2 for the Company segment.
Attention If the Segment names are changed after setting up the Operating
Unit, Auto Invoice may not be created in AR.
Num Name Window Prompt Column Value Set Disp. Ena.1 CO Company Segment1 Maf.Company Yes Yes2 CC Plant Segment2 Mafatlal Plant Yes Yes3 AC Account Segment3 Mafatlal Accounts Yes Yes4 PRO Product Segment4 Mafatlal Products Yes Yes
Enable the Flexfield Qualifiers for Company and Account
Segments
9. Keeping the cursor in Line 1 (Company), click on the push button ‘Flexfield Qualifiers’
10. Check the check box ‘Enabled’ against the Name Balancing Segment
(Trial balance will be balanced on the balancing segment. Normally, Company segment will be the balancing segment)
11. Close the window12. Keeping the cursor in Line 2 (Plant), click on the push button
5.1.1.5 Enter Possible Values for Each Segment N Setup Financials Flexfields Key Values
1. Choose the Oracle General Ledger in the field named Application’
2. Choose the name of your Structure (Mafatlal_Accounting) inthe field named Title
3. Click on the push button ‘Find’
In the field named ‘ Independent Segment’ , you will seeMafatlal Company which is the first segment of your structure.In the lines, you enter the following value as Company values.
4. Click in the field named Independent Segment and press thedown arrow key. This will display the next Value Set in your Structure. i.e. Mafatlal Plant
5. Bring cursor to the LinesIn the lines, you enter the following value as Company values.
6. Click in the field named Independent Segment and press thedown arrow key. This will display the next Value Set in your Structure. i.e. Mafatlal Accounts. Because we have selectedthis segment as the natural segment, there will be moreQualifires for the values.
Choose Qualifier values as followsParent Accounts and Net Income AccountAllow Budgeting : Yes
Allow Posting : No
Control Account : No
Account Type : Choose values as shown againsteach Account
7. Bring cursor to the LinesIn the lines, you enter the following value as Company values.
Values Description Parent Qualifiers0000 Unspecified No Account Type : Asset (Refer 6)1000 Total Assets Yes Account Type : Asset (Refer 6)1100 Cash & Bank Yes Account Type : Asset (Refer 6)1110 Cash in Hand No Account Type : Asset (Refer 6)1120 Cash at Bank No Account Type : Asset (Refer 6)1130 Realized Gains No Account Type : Asset (Refer 6)1140 Realized Loss No Account Type : Asset (Refer 6)
1200 Receivables Yes Account Type : Asset (Refer 6)1210 Receivables Direct No Account Type : Asset (Refer 6)1220 Unbilled Receivables No Account Type : Asset (Refer 6)1230 Unbilled Revenue No Account Type : Asset (Refer 6)1240 Unearned Revenue No Account Type : Asset (Refer 6)1250 Receivables Others No Account Type : Asset (Refer 6)1260 Shipped not Invoiced No Account Type : Asset (Refer 6)
1300 Advances Yes Account Type : Asset (Refer 6)1310 Advances No Account Type : Asset (Refer 6)
1400 Inventories Yes Account Type : Asset (Refer 6)1410 Receiving Inv. A/c. No Account Type : Asset (Refer 6)1420 Inventory No Account Type : Asset (Refer 6)1430 Inv Inteco. Transfer No Account Type : Asset (Refer 6)
1500 Fixed Assets Yes Account Type : Asset (Refer 6)1510 P & M Cost No Account Type : Asset (Refer 6)1520 P & M Clearing No Account Type : Asset (Refer 6)1530 Furniture No Account Type : Asset (Refer 6)1540 Accred Acqu. Cost No Account Type : Asset (Refer 6)
1600 Investments Yes Account Type : Asset (Refer 6)1610 Short Investments No Account Type : Asset (Refer 6)
1700 Inter Organization Yes Account Type : Asset (Refer 6)1710 Transfer Credit No Account Type : Asset (Refer 6)1720 Receivable InterOrg No Account Type : Asset (Refer 6)1730 Intransit Inventory No Account Type : Asset (Refer 6)
1800 Prepayment Yes Account Type : Asset (Refer 6)1810 Prepayment A/c. No Account Type : Asset (Refer 6)
1900 WIP No Account Type : Asset (Refer 6)
1910 Work In Process No Account Type : Asset (Refer 6)1920 Resource Control A/c No Account Type : Asset (Refer 6)
2000 Total Liabilities Yes Account Type : Liability (Refer 6)2100 Payables Yes Account Type : Liability (Refer 6)2110 Payables direct No Account Type : Liability (Refer 6)2120 Future Dated paymentNo Account Type : Liability (Refer 6)2130 Payables InterOrg No Account Type : Liability (Refer 6)2140 Payables Others No Account Type : Liability (Refer 6)
2200 Outstanding ExpensesYes Account Type : Liability (Refer 6)
2210 Outstanding ExpensesNo Account Type : Liability (Refer 6)
2300 Secured Loans Yes Account Type : Liability (Refer 6)2310 Loan From Fin. Inst. No Account Type : Liability (Refer 6)
2400 Unsecured Loans Yes Account Type : Liability (Refer 6)2410 Loan from Others No Account Type : Liability (Refer 6)
2500 Inter Co Accounts Yes Account Type : Liability (Refer 6)2510 Payables Inter Co No Account Type : Liability (Refer 6)
2600 Current Liabilities Yes Account Type : Liability (Refer 6)2610 Unallocated Revenue No Account Type : Liability (Refer 6)2620 Cross Currency Rdg No Account Type : Liability (Refer 6)2630 Revenue Transfer Clg No Account Type : Liability (Refer 6)
3000 Owner’s Equity Yes Account Type : Owner’s Equity (Refer 6)3100 Share Capital Yes Account Type : Owner’s Equity (Refer 6)3110 Equity Share capital No Account Type : Owner’s Equity (Refer 6)3120 Pre-extended Shares No Account Type : Owner’s Equity (Refer 6)
3210 Retained Earning No Account Type : Owner’s Equity (Refer 6)3220 Other Receivables No Account Type : Owner’s Equity (Refer 6)
3300 Encumbrance Yes Account Type : Owner’s Equity (Refer 6)3310 Req Encumbrance No Account Type : Owner’s Equity (Refer 6)3320 PO Encumbrance No Account Type : Owner’s Equity (Refer 6)
3500 Other Account Yes Account Type : Owner’s Equity (Refer 6)
3510 Translation Adj a/c. No Account Type : Owner’s Equity (Refer 6)3520 Net Income No Account Type : Owner’s Equity (Refer 6)
(Allow Posting: No)
4000 Total Revenue Yes Account Type : Revenue (Refer 6)4100 Sales Revenue Yes Account Type : Revenue (Refer 6)4110 Sales No Account Type : Revenue (Refer 6)4120 Cost of Goods Sold No Account Type : Revenue (Refer 6)
4200 Other Revenue Yes Account Type : Revenue (Refer 6)4210 Misc. Receipts No Account Type : Revenue (Refer 6)4220 Discount Taken No Account Type : Revenue (Refer 6)
5000 Total Goods Expense Yes Account Type : Expense (Refer 6)5100 Expense Yes Account Type : Expense (Refer 6)
5110 Expense Account No Account Type : Expense (Refer 6)
5200 Material Yes Account Type : Expense (Refer 6)5210 Material Cost No Account Type : Expense (Refer 6)5220 Material Overhead No Account Type : Expense (Refer 6)5230 Product Cost No Account Type : Expense (Refer 6)
5300 Resource Yes Account Type : Expense (Refer 6)5310 Resource Cost No Account Type : Expense (Refer 6)
5400 Overhead Yes Account Type : Expense (Refer 6)
5410 Overhead No Account Type : Expense (Refer 6)
5500 Outsideprocessing Yes Account Type : Expense (Refer 6)5510 Outsideprocessing No Account Type : Expense (Refer 6)
5600 Variances Yes Account Type : Expense (Refer 6)5610 Purchase Price Var No Account Type : Expense (Refer 6)5620 Invoice Price Var No Account Type : Expense (Refer 6)5630 PO Rate Var Gain No Account Type : Expense (Refer 6)5640 PO Rate Var Loss No Account Type : Expense (Refer 6)5650 Material Cost Var No Account Type : Expense (Refer 6)
5660 OSP Cost Var No Account Type : Expense (Refer 6)5670 Overhead Var No Account Type : Expense (Refer 6)5680 Acuis. Cost Var No Account Type : Expense (Refer 6)5690 Substitution Var No Account Type : Expense (Refer 6)5710 Usage Var No Account Type : Expense (Refer 6)5720 Yield Var No Account Type : Expense (Refer 6)5730 Batch Close Var No Account Type : Expense (Refer 6)5740 Res. Sub. Method VarNo Account Type : Expense (Refer 6)
5750 Res.Usg/Eff Var No Account Type : Expense (Refer 6)5760 Res. Manning Var No Account Type : Expense (Refer 6)5770 Inv. Valuation Var No Account Type : Expense (Refer 6)5780 Inv. Revaluation Var No Account Type : Expense (Refer 6)
6000 Accrual Yes Account Type : Expense (Refer 6)6100 AP Accrual Yes Account Type : Expense (Refer 6)6110 Inventory AP Accrual No Account Type : Expense (Refer 6)6120 Inventory Adj ExpenseNo Account Type : Expense (Refer 6)
7000 Off. & Admin Exp. Yes Account Type : Expense (Refer 6)7100 Office Expense Yes Account Type : Expense (Refer 6)7110 Rent No Account Type : Expense (Refer 6)7220 Water Charges No Account Type : Expense (Refer 6)7230 Taxes No Account Type : Expense (Refer 6)7240 Freight No Account Type : Expense (Refer 6)
7250 Clearing No Account Type : Expense (Refer 6)
9000 Other Account Yes Account Type : Expense (Refer 6)9110 Suspense Account No Account Type : Expense (Refer 6)9120 Inter Co Account No Account Type : Expense (Refer 6)
Define Child Ranges for Parent Accounts
The accounts can come under three categories like Grant Parent,Parent and Child. Say for example, 1000 may be a Grant Parent,1100 may be a Parent and 1110 may be a Child. In this case wewill define Allow Posting : No for 1000 and 1100 and they will be
declared as Parent accounts by checking the check box ‘Parent’.
Example for Entering Child Ranges
1000 Grant Parent1100 Parent1110 Child1120 Child
1200 Parent1210 Child1220 Child
Keep the cursor in 1000 and click on the push button ‘ChildRanges’ and make the entries as follows.
1. Enter a name for the Calendar (Mafatlal)2. Optionally enter a Description3. Click on the push button ‘Defaults…’
4. Enable all the Working Days(This pattern will repeat for all weeks)
5. Click on OK.6. Save (The values will be displayed only after saving)7. Make corrections in the Defaulted values if required8. Save
5.1.5 Define Set of Books
N Setup Financials Books Define
1. Enter a name for your SOB (Mafatlal)2. Enter a Short Name (Mafatlal)3. Optionally enter a Description4. Choose the Chart of Accounts (The Flexfield Structure name
that you created in step 3.1.1.2 should be selected here. i.e.Mafatlal_Accounting)
5. Choose your Currency (MAF)
6. Choose the Accounting Calendar (Mafatlal)
7. Enter Future Periods (4)8. Choose the region Closing9. Choose the account ‘Retained Earnings’
(00.00.3210.0000)10. Choose the account ‘Translation Adjustment’
(00.00.3510.0000)11. Choose the region ‘Journalling’12. Check the check box ‘Balance Intercompany Journals’13. Check the check box ‘Journal Approval’14. Check the check box ‘Supense’15. Choose the account ‘Suspense’
(00.00.9110.000)16. Check the check box ‘Rounding Differences’17. Choose the account ‘Rounding Differences’
(00.00.2620.0000)18. Choose the region ‘Average Balances’19. Check the check box ‘Enable Average Balance’20. Rate Type ‘Corporate’21. Check the check box ‘EOD’ (End Of Day)22. Choose the Transaction Calendar (Mafatlal)23. Choose the ‘Net Income Account’
24. Check the check box ‘Enable Budgetory Control’25. Choose the account ‘Reserve for Encumbrance’
(00.00.3320.0000)26. Choose the region ‘Multiple Reporting Currencies’
27. Choose the option ‘Not Applicable’
6.0 Define System Profiles (Resp. System Administrator)
6.1 Set the following profile options at the Responsibility level
for each MIL and MF Responsibility
6.1.1 GL: Set of Books : Mafatlal6.1.2 HR: Security Profile : Mafatlal Group6.1.3 HR: Business Group : Mafatlal Group6.1.4 HR: User Type : HR with PayrollUser
Without assigning a value for the Profile Option HR: BusinessGroup (at least at the site level), the system will not allow us toopen the Organization form in Oracle Applications, and HR Organization & HR Location forms in OPM.
7.0 Setup Organizations (Inventory, MIL)
7.1 Define a Workday Calendar (Inventory Module)
7.1.1 Enter a name for the Calendar (Mafatlal01)7.1.2 Optionally enter a description7.1.3 Select a Quarterly Type7.1.4 Choose the Calendar Date Ranges
01-JAN-2001 Monday01-JAN-2003 Wednesday
7.1.5 Click on the push button ‘Workday Pattern’7.1.6 Enter a Seq. Number 7.1.7 Enter days On (say 7)
7.1.8 Enter days Off ( say 0)If your calendar starts on a Monday, this pattern means thatSunday is Off.
7.1.9 Optionally enter a description7.1.10 Click on the push button ‘Shifts’7.1.11 Enter a Shift No (say 1)7.1.12 Optionally enter a description7.1.13 Move cursor to the next line and enter 2 and so on
7.1.14 Keep the cursor in shift number 1 and click on the push button‘Workday Pattern’Assuming that your calendar stats on Monday, if you wantWednesday Off for your first shift enter the pattern as follows.
Seq On Off 1 2 12 4 0
Always ensure that the total of the On/Off must be equal to 7
7.1.15 Save and close the window7.1.16 Keep the cursor in shift number 2 and define the workday pattern
as mentioned above.
7.1.17 Keep the cursor in Shift 1 and click on the push button ‘Times’
Suppose the first shift timing is from morning 7.00 to evening 3.30with a break of ½ an hour from 11.00 to11.30, enter the values asfollows.
Start Stop7:00:00 11:00:0011:30:00 15:30:00
7.1.18 Save and Close the window.7.1.19 Move cursor to the next shift and define the second shift timings as
above.
7.1.20 Click on the push button ‘Dates’7.1.21 Whichever dates you want to make as holidays, just click on those
dates.
Building the Calendar
7.1.22 Special Build
7.1.23 Help View My Request7.1.24 Click on ‘Find’
See that your request is processing is complete.
Any changes made in a Calendar will come into effect only afterBuilding it.
7.2 Define ATP Rule N Setup Rules Available To Promise
Receiving Site : YesInternal Site : YesOffice Site : Yes
Region: Other Details
Inventory Organization : Mafatlal Fine Unit 2Tax Name : Optionally chooseEDI Location :
7.4 Define Picking Rule
N Setup Rules Picking
Name : Mafatlal PickingDescription : Mafatlal PickingRevision Order : RevisionLot Order : Lot Number Subinventory Order : SubinventoryLocator Order : Locator
WarningAll the Organizations must be defined from a Responsibility to which youhave attached a Business Group of your choice. If the organizations aredefined from a responsibility, say, Inventory, Vision Operations (USA) towhich Vision Corporation is attached as the Business Group, you will not be able to see the organization definition from Inventory, MIL or Inventory, MF as these two responsibilities are having Mafatlal Group asthe Business Group.
7.5 Define GRE/Legal Entity N Setup Organizations Organizations
Click on the push button ‘Others’Choose Employer Identification from the LOVClick in the bigger text boxEnter an Employee identification Number like 101Click on OK Click on OK SaveClick on the push button ‘Others’ againChoose Legal Entity Accounting’ from the LOVClick in the bigger text box
Choose the Set of Books (Mafatlal)Optionally enter a VAT Registration Number like 96453546Click on OK Click on OK Save
7.6 Define Operating Units N Setup Organizations Organizations
Click on the push button ‘Others’Click in the bigger text boxChoose the Set of Books (Mafatlal)Choose the Legal Entity (Mafatlal LE)Click on OK Click on OK
7.7.22 Enter an organization Code (MG)7.7.23 Choose Mafatlal Global as the Item Master Organization
7.7.24 Choose the Calendar that you have already defined (Mafatlal01)
7.7.25 Uncheck the check box Process Enabled 7.7.26 Check or uncheck the check box Allow Negative Balances
If the check box is checked, during inventory transactions, if theqty of any item is driven negative, the system will not object. If thecheck box is unchecked, you will not be able to do any transaction by which the qty of any item will be driven negative.
7.7.27 Chose the locator control
7.7.28 Change region to ‘Costing Information’7.7.29 Choose a Costing Method (Standard)
7.7.30 Check or uncheck the check box ‘Transfer Details to GL
If this check box is unchecked, only summary of the InventoryTransactions will be transferred to GL, and not the completedetails. Checking this check box can lead to system slow downwhen the transactions are transferred to GL.
7.7.31 Check or uncheck the check box ‘Reverse Encumbrance’7.7.32 Choose all the Valuation Accounts
7.7.33 Change region to ‘Revision, Lot, Serial’7.7.34 Enter a Starting Revision (A)
Any item assigned to this organization, if placed under revisioncontrol will use this value as the first revision.
7.7.35 Choose a Lot Control Uniqueness ( None)7.7.36 Choose a Lot Number Generation Level (At item level)
7.7.37 Enter a Lot Number Prefix (Any alphanumeric characters)7.7.38 Enter the total length of the Lot Numbers
7.7.39 Choose the Serial Number Uniqueness (Within Inventory Items)
7.7.40 Choose the Serial Number Generation Level (At item level)
7.7.41 Enter a Serial Number Prefix (any alphanumeric character)7.7.42 Enter a Starting Serial Number
7.7.43 Change region to ‘ATP’ Pick, Item Sourcing’7.7.44 Choose an ATP Rule (Mafatlal ATP)
If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry.
7.7.45 Choose a Picking Rule (Mafatlal Picking )7.7.46 Enter a Subinventory Order (The value you enter here will be used
as a default for all the Subinventories of the organization)
7.8.3 Enter the Establishment date of your organization7.8.4 Choose the location of your organization
(NSN for RM1 / FS1 / FG1 / WG1NSA for RM2 / FS2 / FG2 / WG2
MF1 for RM3 / FS3 / FG13/ WG3MF2 for RM4 / FS4 / FG4 / WG4)
7.8.6 Choose Internal as value for the field Internal/External7.8.7 Save7.8.8 Bring the cursor to the Organization Classification block 7.8.9 Choose the classification Inventory Organization
7.8.10 Check the check box ‘Enabled’7.8.11 Save
Entering Accounting Information of the Organization(Enter the following information for all the Warehouses)
7.8.12 Click on the push button ‘Others’7.8.13 Choose Accounting Information
7.8.14 Press the tab key (Flexfield pop up)7.8.15 Choose Mafatlal as the Set Of Books7.8.16 Choose Mafatlal LE as the GRE/Legal Entity7.8.17 Choose MIL as the Operating Unit for the Warehouses RM1, RM2,
FS1, FS2, WG1, WG2, FG1 and FG2
Choose MF as the Operating Unit for the Warehouses RM3, RM4,FS3, FS4, WG3, WG4, FG3 and FG4
7.8.18 Click on OK 7.8.19 Click on OK 7.8.20 Save
Entering Inventory Parameters of the Organization
7.8.21 Click on the push button ‘Others’ again7.8.22 Choose Inventory Information
7.8.23 Enter an organization Code (Can use a maximum of 3alphanumeric characters)
7.8.24 Choose Mafatlal Global as the Item Master Organization 7.8.25 Choose the Calendar that you have already defined (Mafatlal01)7.8.26 Check the check box Process Enabled
7.8.27 Choose the Process Organization NSN for RM1 / FS1 / FG1 / WG1 NSA for RM2 / FS2 / FG2 / WG2MF1 for RM3 / FS3 / FG3 / WG3MF2 for RM4 / FS4 / FG4 / WG4
The Process Organizations must be defined as Manufacturing
Plants in OPM
7.8.28 Check or uncheck the check box Allow Negative BalancesIf the check box is checked, during inventory transactions, if theqty of any item is driven negative, the system will not object. If thecheck box is unchecked, you will not be able to do any transaction by which the qty of any item will be driven negative.
7.8.29 Choose the locator control (Pre-specified Only)
Choose None for the Warehouse FS1/FS2/FS3/FS4
7.8.30 Change region to ‘Costing Information’7.8.31 Choose a Costing Method (Standard)
7.8.32 Check or uncheck the check box ‘Transfer Details to GL
If this check box is unchecked, only summary of the InventoryTransactions will be transferred to GL, and not the completedetails. Checking this check box can lead to system slow downwhen the transactions are transferred to GL.
7.8.33 Check or uncheck the check box ‘Reverse Encumbrance’7.8.34 Choose all the Valuation Accounts
7.8.35 Change region to ‘Revision, Lot, Serial’7.8.36 Enter a Starting Revision (A)
Any item assigned to this organization, if placed under revisioncontrol will use this value as the first revision.
7.8.37 Choose a Lot Control Uniqueness ( None)7.8.38 Choose a Lot Number Generation Level (At item level)
7.8.39 Enter a Lot Number Prefix (Any alphanumeric characters)7.8.40 Enter the total length of the Lot Numbers
7.8.41 Choose the Serial Number Uniqueness (Within Inventory Items)
7.8.42 Choose the Serial Number Generation Level (At item level)
7.8.43 Enter a Serial Number Prefix (any alphanumeric character)7.8.44 Enter a Starting Serial Number
7.8.45 Change region to ‘ATP’ Pick, Item Sourcing’7.8.46 Choose an ATP Rule (Mafatlal ATP)
If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry.
7.8.47 Choose a Picking Rule (Mafatlal Picking )7.8.48 Enter a Subinventory Order (The value you enter here will be used
as a default for all the Subinventories of the organization)
automatically generated by the System and they are (1) an OPM
Warehouse and (2) a Subinventory in Oracle Applications.
As Stock Locators are Subinventory specific, we should define Stock
Locators intended to be used as Warehouse Locations, for the samesubinventory that the system automatically creates along with a ProcessEnabled Inventory Organization.
If the Stock Locator flexfield is having more than one segment, the valuein the first segment only will be taken as a Warehouse Location name inOPM. Because of this reason care should be taken to see that the value inthe first segment should not be repeated at all. Oracle Applicationsvalidate the Stock Locator by the combined value of all the segments andhence a repetition of the value in the first segment need not to be stopped by the system. This must be ensured manually.
N Setup Organization Stock Locators
7.9.1 Choose the Organizations (RM1..RM4 / FG1..FG2 / WG1..WG4)7.9.2 Click on the push button ‘New’7.9.3 Enter the Stock Locator Values
(L1.1.1L2.1.1)
7.9.4 Optionally enter a Description7.9.5 Choose the Subinventory
We will get automatically created subinventories with the same
name as that of the currently selected Process enabled InventoryOrganization.
8.0 Setup Receivables, MIL
8.1 Define Receipt Batch Source N Setup Receipts Receipt Sources
Name : MIL Receipts / MF ReceiptsDescription : MIL Receipts / MF Receipts
Receipt Source Type : ManualReceipt Class : ChoosePayment Method : ChooseBank Account : ChooseBatch Numbering : AutomaticLast Number : 3000
8.2 Define Transaction Batch Source N Setup Transactions Sources
Name : MIL Transaction / MF TransactionType : ManualActive : YesEffective Date : Enter Automatic Batch Numbering : YesLast Number : 300Automatic Transaction Numbering : YesLast Number :1500
9.0 Define System Profiles (Resp. System Administrator)
9.1 Set the following profile options at the Responsibility level
for each MIL responsibility
9.1.1 MO: Operating Unit : Mafatlal IndustriesLtd.
9.1.2 INV: Inter Company Currency Conversion : Corporate9.1.3 OE: Set of Books : Mafatlal
9.1.4 OE: Item Validation Organization : Mafatlal Global9.1.5 QP: Item Validation Organization : Mafatlal Global9.1.6 AR Receipt Batch Source : MIL Receipt9.1.7 AR Transaction Batch Source : MIL Transaction
9.2 Set the following profile options at the Responsibility level
for each MF responsibility
9.2.1 MO: Operating Unit : Mafatlal Fine9.2.2 INV: Inter Company Currency Conversion : Corporate
9.2.3 OE: Set of Books : Mafatlal9.2.4 OE: Item validation Organization : Mafatlal Global9.1.8 QP: Item Validation Organization : Mafatlal Global9.2.5 AR Receipt Batch Source : MF Receipt9.2.6 AR Transaction Batch Source : MF Transaction
7.0 Open GL Accounting Periods (General Ledger, MIL/MF)
O Summarize by Accounting DateO Summarize by Accounting PeriodTransfer Reporting Book(s) : NoSubmit Journal Import : YesAllow Override at Program Submission : No
Region: Payment Accounting
Account for Payment
When Payment is Issued : YesWhen Payment Clears : Yes
Account for Gain/Loss
When Payment is Issued : YesWhen Payment Clears (G) : Yes
Calculate Gain/Loss
O For each Invoice (K)
O For Total Payment (J)
Use Future Dated Payment AccountO From Payment Document
O From Supplier Site (Q)
Region: Currency
Use Multiple Currencies(X) : YesRequire Exchange Rate Entry : NoExchange Rate Type : Corporate
GL Accounts
Realized Gain : Choose your account
Realized Loss : Choose your accountRounding : Choose your account
Region: Supplier
Pay Group : StandardInvoice Currency : MAFTerms Date Basis : InvoicePay Date Basis : Due
Use Batch Controls : NoConfirm Date as Invoice Number : NoAllow online Approval : YesAllow Adjustments to Paid Invoices : YesRecalculate Scheduled Payment : YesAllow Document Category Override : No
Automatically Create Freight Distribution : NoFreight Account :
GL Date Basis
O Invoice Date
O System DateO Goods Received / Invoice DateO Goods received / System Date
Pre-payment
Payment Terms : Mafatlal Payment
Settlement Days : 0
Region: Matching
Allow Final Matching : YesAllow Distribution Level Matching : YesAllow Matching Account Override : YesTransfer PO Descriptive Flexfield Information : Yes
Value : LOCATION_SEGMENT_VALUE Char 60Meaning : LOCATION_SEGMENT_DESCRIPTION Char 60ID : LOCATION_SEGMENT_ID Number 15
Where/OrderBywhere ar_location_values.location_segment_qualifier ='STATE' and ar_location_values.location_structure_id in( select location_structure_id from ar_system_parameters )
9.2.2 Define Value Set for State
Value Set Name : M_CityFormat Type : Char Maximum Size : 60Validation Type : Table
Click on Edit Information
Application : Oracle ReceivablesTable Name : AR_LOCATION_VALUES
Table Columns
Name Type SizeValue : LOCATION_SEGMENT_VALUE Char 60Meaning : LOCATION_SEGMENT_DESCRIPTION Char 60ID : LOCATION_SEGMENT_ID Number 15
Where/OrderBy
where ar_location_values.location_segment_qualifier||''='CITY'AND AR_LOCATION_VALUES.parent_segment_id = :$FLEX$.M_STATE (M_STATE is the value set name attached to the
Segment State)
9.2.3 Define Structure
Code TitleMAFATLAL Mstate.Mcity
Click on Segments
Num Name Window Prompt Column Value Set1. State State Location_ID-Segment1 M_State
Click on Flexfield Qualifier City : YesSaveClose the windowCheck the check box Freeze Flexfield Definition
Click on the push button Compile
9.2.4 Define Tax Locations N Setup Tax Locations
Find : (The Values in this field is dictated by the (Tax) Location
Flexfield attached in the System Options)
Choose MState
Enter names of all States one by one and in the lower block enter the tax rate of each State.
Example:AP : 5%Maharashtra : 6%
Next Choose MCity
Enter names of all City one by one and in the lower block enter thetax rate of each City.
Example:Hyderabad : 1%Vizag : 1.5%
Bombay : 0%
Pune : 2.5%
Note: If any particular location doesn’t have tax, then you should not
leave the Tax field blank. Ensure that you enter 0 as a value. Otherwisethe System will not calculate the tax value for a particular tax authority (acombination of locations of various segments defined as Tax Authority.Refer the next step)
9.2.6 Viewing the Sales Tax Rates for a Particular Tax
Authority N Setup Tax Sales Tax Rates
In this window, you can not define any Sales Tax Rate for any
Authority. The System will automatically derive the total tax
for a particular combination created as Tax Authority in the
above step.
As per the example given above,
AP.Hyderabad will have a Tax Rate of 5 + 1 = 6%
Maharahtra.Bombay will have a Tax Rate of 6 + 0 = 6%
9.2.7 Customer Address and Tax Authority RelationshipAs per the given example above, while defining new Customer Addresses, ensure that you enter a value of AP or Maharashtra for the field State and Hyderabad or Vizag as City if the State AP andBombay or Pune as City if the State is Maharashtra. This willensure the selection of correct Sales Tax while entering SalesOrder with these Customer addresses.
9.3 Define System Options
This step must be performed separately for each operating unit through itsrespective responsibility.
Invoices Per Commit : 100Receipts Per Commit : 100
Charge Back Due Date : Open Invoice Due DateDefault Country : United StatesSource of Territory : Salesrep
9.4 Define Banks and Bank Accounts
Banks and Bank Accounts are not Responsibility specific
One Bank can have three types of Accounts for different uses viz. Internal,Customer and Supplier. In the Supplier definition window we will get onlythose Account Numbers whose Account Use is selected as ‘Supplier’.Banks can be defined either from Oracle Receivables or from OraclePayables
Oracle Receivables
N Setup Receipts Banks
Oracle Payables
N Setup Payment Banks
1. Enter the name of the Bank
2. Enter the Branch Name3. Choose the Institution Bank / Clearing House
4. Optionally Enter the address of the Bank 5. Click on the push button ‘Bank Accounts’6. Enter the Bank Account Name7. Choose the Account Use Internal / Supplier / Customer
8. Enter the Account Number
Note: If the Account Use is Internal you have to add additionalinformation of various accounts.
9.5 Define Receivables Transaction Types
9.5.1 Credit Memo N Setup –> Transactions Transaction Types
9.6 Define Remit to Address N Setup Print Remit-To Addresses
Choose the CountryEnter the Address
Receipts From
Choose the CountryChoose the StateEnter the Postal Code FromEnter the Postal Code ToSave
9.7 Define SalespersonWe will be able to access this window only if an employee name isattached to the User. A Salesperson may or may not be an Employee of the Organization.
N Setup Transactions Salespersons
Click on the push button ‘New’Choose a Category (Other)Enter the salesperson NameEnter the Salesperson Number Enter the Start DateChoose the region ‘Receivables’Enter Date ActiveChoose a Sales Credit TypeEnter the Freight AccountEnter the Revenue AccountEnter the Receivable Account
9.8 Define VAT Taxes N Setup Tax Codes
Tax Code : MafVATTax Type : Value Added TaxTaxable Basis : Before Discount
Transaction Type Code : LINEOrder Category : Order Workflow : N.A.
Define additional Line Flows like Standard Line Invoicing (MIL),Standard Header Invoicing (MIL), Bill Only, RMA Credit, RMA Credit
with Approval etc.
Attention In the Order Transaction Type (Step 10.2), in the field named ‘Line Type’
of the Line Flows assignment window, you will get the above definedOrder Line Transaction Types. For an Order Line Transaction Type wecannot assign any Line Flows.
10.2 Define Order Type (Transaction Type)for Internal Sales
Orders
This step must be performed separately for each operating unit through itsrespective responsibility.
N Setup Transaction Types DefineTransaction Types : Mafatlal InternalDescription : Transaction Type for Internal OrdersEffective Dates : ChooseTransaction Type Code : ORDER Order Category : Order Workflow : Order Flow – Generic
Click on the push button ‘Assign Line Flows
Line Type : Ship Only (MIL)(You can assign any of the Order LineTransaction Type defined in step 10.1)
Item Type :Process Name : Line Flow Generic, Ship OnlyStart Date : (Enter)
Attention The Process Name (seeded data) that we assign to a Line Type decides theactions that are to be performed on an Order Line that chooses this LineType.
This step must be performed separately for each operating unit through itsrespective responsibility.
N Setup Documents Define
Name : Mafatlal Internal SO NumberingApplication : Oracle Order ManagementFrom : Choose the DateTo :Type : AutomaticMessage : YesInitial Value :1000
10.4 Assign the Sequence to a Category
This step must be performed separately for each operating unit through itsrespective responsibility.
As soon as you define a Transaction Type, Oracle Order Management willAutomatically create a Category with the same name.
N Setup Documents Assign
Application : Oracle Order ManagementCategory : Mafatlal InternalSet of Books : MafatlalMethod : NullStart Date : Enter End Date :Sequence : Mafatlal Internal SO Numbering
10.5Define Release Sequence Rule for each Inventory
Organization (Warehouse)
This step is required only if you intend to process the Sales Order usingOracle Order Shipping.
10.5.1 N Shipping Setup Release Sequence Rule10.5.2 Enter a name for the Rule10.5.3 Optionally enter a description10.5.4 Enter an effective date10.5.5 Set the following as per your requirement
10.6 Define Pick Slip Grouping Rule for each Inventory
Organization (Warehouse)This step is required only if you intend to process the Sales Order usingOracle Order Shipping.
10.6.1 N Shipping Setup Pick Slip Grouping Rule10.6.2 Enter a name for the rule10.6.3 Optionally enter a description10.6.4 Enter a effective date10.6.5 In the ‘Group By’ block select options as per your requirement by
checking the corresponding check box.
Order Number Carrier
Subinventory Departure
Customer Delivery
Ship-To Shipment Priority
10.7 Define Shipping Parameters for each Inventory
Organization (Warehouse)10.7.1 N Shipping Setup Shipping Parameters
General
10.7.2 Choose the Weight UOM Class10.7.3 Choose the Volume UOM Class10.7.4 Choose the Percent Fill Basis (Weight or Volume)
10.7.5 Choose the Release Sequence Rule
Pick Release
10.7.6 Choose the Pick Release Grouping Rule10.7.7 Choose an option for the Print Pick Slip (At the End or Immediate)
(Dunning) Send Letters (Yes/No)(Dunning) Letter Set
(Invoicing) Tax Printing(Invoicing) Grouping Rule
(Consolidated Billing Invoice) Send (Yes/No)
(Consolidated Billing Invoice) Format
Profile Class AmountsCurrency
Finance Charges Interest RateMax Interest Per InvoiceMin Customer Balance for Finance ChargesMin Invoice Balance for Finance ChargesMin Receipt AmountMin Statement AmountMin Dunning AmountMin Dunning Invoice AmountCredit LimitOrder Credit Limit
10.9 Define Customers and Synchronize to OPM N Customers Standard
Attention Each New Customer must be synchronized to OPM by running the
concurrent program called ‘Vendor Synchronization’.
Note that the Customer Header definition will be available across operating units but Sites will not be available. Because of these, the Customer Sites must be defined from each responsibility if you want to use the sameCustomer/Site in two different Operating Units.
For example, if a Customer/Site combination called Klopman/Italy is to be used by both MIL Operating Unit and MF Operating Unit, you need to definethe Customer Klopman only once from any responsibility, but the SiteItaly must be defined from the responsibility Order Management MIL
(whose *MO: Operating Unit profile option is set to MIL at theresponsibility level) and again from the responsibility Order Management
10.10.9 Choose Bill To as usage10.10.10 Enter a Location10.10.11 Check the check box ‘Active’10.10.13 Move cursor to the next line
10.10.14 Choose Ship To as usage10.10.15 Enter a location10.10.16 Choose the Bill To location for this Ship To
10.10.17 Check the check box ‘Active’
Assign the Inventory Organization Location as
the Internal Location of each Ship To Usage.
10.10.18 Keeping the cursor in Ship To usage click on the push button ‘Open’
10.10.19 Bring cursor to the field named Location in the Internal block
10.10.20 Choose the location NSN / NSA / MF1 /MF210.10.21 The organization name NewShorrock Nadiad must default10.10.22 Close the window10.10.23 Repeat the steps 12.10.4 to 12.10.1910.10.24 Choose the location C210.10.25 The organization Vizag Operations must default
11.0 Replicate Seed Data for the New Operating Units
Responsibility: System Administrator
11.1 Run the report ‘Replicate Seed Data’
ParameterOperating Unit : Mafatlal Industries Ltd
(Run the above report for the operating unit ‘Mafatlal Fine’ also)
12.0 Setup Purchasing, MIL/MF
12.1 Choose the Set of BooksSetup Organizations Set of Books Choose
Set Of Books : MafatlalChart of Accounts : Mafatlal AccountingCurrency : MAFAccounting Calendar : Mafatlal
This step must be performed for each operating unit through its respectiveresponsibility.
12.2 Define Payment Terms N Setup financials Payment Terms
Name : Mafatlal PaymentDescription : Payment Term of Mafatlal GroupCut off Rank
% Due : 100Days : 15
12.3 Define Financial Options for MIL and MF Responsibilities
This step must be performed for each operating unit through its respectiveresponsibility.
N Setup Organizations Financial Options
Region: Accounting
Future Period Limit : 15
GL Accounts : Choose your accountsPre-payment : Choose your accountsFuture Dated Payment : Choose your accountsDiscount Taken : Choose your accountsPO Rate Variance Gain : Choose your accountsPO Rate Variance Loss : Choose your accountsExpense Clearing : Choose your accounts
Region: Supplier Entry
RFQ Only Site : NoHold Unmatched Invoices : No
Invoice Match Option : Purchase Order
Supplier Number
Entry : AutomaticType : Numeric Next Automatic Number :
Business Group : Mafatlal Group*Expense Check Address : HomeUse Approval Hierarchies : Yes
Employee Number
Method : Automatic Next Automatic Number : 1
* Discussion required
12.4 Open Purchasing Periods N Setup Financials Accounting Control Purchasing Periods
Keep the cursor in the Status field and press Ctrl + L. Choose Open fromthe LOV.
This step must be performed for each operating unit through its respectiveresponsibility.
12.5 Define Purchasing Options
This step must be performed for each operating unit through its respectiveresponsibility.
N Setup Organizations Purchasing Options
Region: Accrual
Accrue Expense Items : At ReceiptAccrue Inventory Items : At ReceiptExpense AP Accrual Account : Choose your accountAccrual Account Description : (This will default)
Region: Control
Price Tolerance : 10Enforce Price Tolerance : NoEnforce Full Lot Quantity : AdvisoryDisplay Disposition Messages : YesReceipt Close Point : Received Notify If Blanket PO Exists : YesCancel Requisitions : OptionallyAllow Item Description Update : YesEnforce Buyer Name : YesEnforce Vendor Hold : Yes
Requisition Import Group-By : Buyer Rate Type : User
Minimum Release Amount : 1Price Break Type : CumulativePrice Type : VariableQuote Warning Delay : 5RFQ Required : NoReceipt Close : 3%Invoice Close : 36%Line Type : GoodsMatch Approval Level : 4-Way
Region: Internal Requisition
Order Type : Choose your transaction typeOrder Source : Choose your sequence
Region: Numbering
Entry Type Next Number RFQ Number Automatic Numeric 1Quotation Number Automatic Numeric 500PO Number Automatic Numeric 1000Requisition Number Automatic Numeric 5000
Positions are always Organization specific. You can choose a desiredlocation also for the Position if you want. But location is not a mandatoryfield in Position definition.
N Setup Personnel Position
12.7.1 Choose Organization Mafatlal Group
12.7.2 Enter a Position Code (MIL)12.7.3 Enter a Position Name (Mafatlal Industries)12.7.4 Choose the above defined job in the field Job
12.7.5 Change location to C112.7.6 Change status to valid12.7.7 Save
12.8 Define Employees and assign job and Position to itSwitch Responsibility to Human Resources, Mafatlal Group
N People Enter and Maintain
12.8.1 Click on New
12.8.2 Choose the organization Mafatlal Group
12.8.3 Enter your last name12.8.4 Enter your first name12.8.5 Choose your title (Mr., Mrs., Dr. etc)12.8.6 Choose the Gender 12.8.7 Choose the Type as Employee
12.8.8 Enter a Social Security Number 12.8.9 Enter your Date of Birth12.8.10 Choose your nationality12.8.11 Choose your marital status12.8.12 Save12.8.13 Click on Assignment
12.8.14 Choose the Job defined in step no. 2.1 in the field Job
12.8.15 Choose the Position defined in step no. 2.2 in the field Position
12.8.16 Change the location to C114.8.17Save
Attention If you want to assign a particular Position to a particular Employee, the
location of the Employee and the location of the Position must be thesame.
12.9 Assign the Employee to the User (MRLAL)Switch Responsibility to System Administrator
This step must be performed for each operating unit through its respectiveresponsibility.
N Setup Approvals Approval Assignments
Attention In this window, the field Position will be enabled only if Use Approval
Hierarchy check box is checked in Financial Options. If you don’t want touse Approval Hierarchy, you can assign the Approval Group to the Job.
Caution If the Approval Group is assigned to a Job and subsequently if you enable
‘Use Approval Hierarchy’ in Financial Options, then the system willAutomatically disable all the details that you assigned to the Job. In such
cases, you have to do the Approval Assignment again by selecting bothPosition and Job.
12.11.1 Choose the Position defined in step 14.712.11.2 Choose the Job defined in step 14.612.11.3 Choose the Document Type in the field Document Type
12.11.4 Choose the Approval Group defined in step 14.1012.11.5 Move Cursor to the next line12.11.6 Choose the next Document Type12.11.7 Choose the Approval Group defined in step 14.10 against
the second document type.12.11.8 Move cursor to the next line and choose the third document
type and choose the approval group12.11.9 Repeat until all the types of documents are selected12.11.10 Save
12.12 Define Approval Hierarchies N Setup Personnel Position Hierarchy
12.12.1 Enter a name for the Hierarchy (Mafatlal)12.12.2 Enter a Version Number for the Hierarchy12.12.3 Enter a From Date for the Hierarchy
12.12.4 Save12.12.5 Choose the top position in the field named Name in the block Position.
12.12.6 Save12.12.7 Move cursor to the block named Subordinates
12.12.8 Choose all positions subordinate to the position selected instep 14.12.5
12.12.10 To define the subordinates of a subordinate defined in step14.12.8, click on the down arrow right to it. When you click on thedown arrow, that position which was there in the subordinate block will automatically move to the field named Name in the Position
block. Now, you choose all positions subordinate to the positioncurrently there in the Name field of the Position block.
12.12.11 Save
12.13 Enable the New Hierarchy
Run the Concurrent Program called ‘Fill Employee Hierarchy’
12.14 Set the Attributes of all Document Types
The document types are seeded data which will be available to any newlydefined organization, only after running the concurrent program called Replicate Seed Data from the System Administrator module.
This step must be performed for each operating unit through its respectiveresponsibility.
N Setup Purchasing Document Types
Define the following for each Document Type
Owner Can Approve : YesApprover can Modify : YesCan Change Forward To : YesCan Change Forward From : NoCan Change Approval Hierarchy : YesDisable : No
Buyer : MafatlalDefault Ship To : NSNEffective From : Choose the Date
12.15 Define Suppliers N Supply Base Supplier
Attention The Supplier Site name and State Name should not exceed 4 characters.
Currency must be selected in Supplier Site.
Each New Supplier must be synchronized to OPM by running theconcurrent program called ‘OPM Common Purchasing Synchronization’ .
Note that the Supplier Header definition will be available across operating units but Sites will not be available. Because of these, the Supplier Sites must be defined from each responsibility if you want to use the sameSupplier/Site in two different Operating Units.
For example, if a Supplier/Site combination called Reliance Industries/Patalgangais to be used by both MIL Operating Unit and MF Operating Unit, youneed to define the Supplier Reliance Industries only once from anyresponsibility, but the Site Patalganga must be defined from theresponsibility Purchasing MIL (whose *MO: Operating Unit profileoption is set to MIL at the responsibility level) and again from theresponsibility Purchasing MF (whose *MO: Operating Unit profile optionis set to MF at the responsibility level ).
*MO stands for Multi-Org
13.0 Setup Inventory, MIL(The following data will be readily available
• Item Flexfield
• Item Category Flexfield
• Stock Locator Flexfield
• Default Category Set
• Attribute Control Levels
• Status Codes• Attribute Templates
• Unit of Measures)
In a new installation you have to set them.
13.1 Define Subinventories for each Inventory Organization
N Setup Organizations SubinventoriesEnter a Subinventory NameOptionally enter a Description
Save
13.2 Define Items and assign them to the required Inventory
Organizations
Attention OPM users need not do this step
OPM users must define the Items in OPM Inventory. Any item defined inOPM will be available in Oracle Applications Inventory with all major attributes enabled. Any correction done in the item from OA Inventorywill not reflect in OPM.
An OPM Item, if disabled from OPM will be disabled in OA Inventoryand when enabled it will get enabled in OA Inventory.
N ItemsMaster Items
13.3 Assign the items to their respective subinventory in each
organization
Attention OPM users need not do this step
N Setup Organizations SubinventoryQuery the required SubinventoryClick on the push button ‘Item/Subinventory’Assign the items one by one
13.4 Define Freight Carriers for each Inventory Organization N Setup Freight Carriers
13.5 Define Inter Company Relationships N Setup Organizations Intercompany Relations
13.6 Define Shipping Methods N Setup Organizations Shipping Methods
13.7 Define Inter-location Transit times
N Setup Organizations Inter-Location Transit Times
13.8 Define Shipping Network
Attention OPM users need not do this step
N Setup Organization Shipping Network Click on ‘Find’Choose the From Organization (NSN)Choose the To Organization (NSA)
Move cursor to the next lineChoose the From Organization (NSA)Choose the To Organization (NSN)
Move cursor to the next lineChoose the From Organization (MF1)Choose the To Organization (MF2)
Move cursor to the next lineChoose the From Organization (MF2)Choose the To Organization (MF1)
13.9 Open Inventory Accounting Periods for each Inventory
Organization
N Accounting Close Cycle Inventory Accounting Periods
13.10 Define Containers and assign them to each Inventory
Organization
Attention OPM users need to do this step only if you are planning to do Shipping
from Oracle Order Management
N ItemsMaster Items
Enter the Container nameEnter DescriptionChoose the region ‘Physical Attributes’Check the check box ‘Container’Choose suitable values for the other physical attributesSave
Tools Organization AssignmentAssign the Container to the required number of OrganizationsSave
13.10 Define Vehicles and assign them to each InventoryOrganization N ItemsMaster Items
Enter the Vehicle nameEnter DescriptionChoose the region ‘Physical Attributes’Check the check box ‘Vehicle’