R 12 Multi Org

MULTI ORG STRUCTURE = R 12

Multi Org structure is used to implement or capture the multiple organization information in single point of instance.

Importance of Multi org setup:

We can use the data in single instance More secured data Control over different departments.

Structure:

Business Group

↓Primary Ledger

↓Legal Entity

↓Operating Unit

↓Inventory Org

↓Sub inventory

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Definitions

Business Group:

It is a highest level organization in multi org structure. It serves human resources information.

One BG may contain multiple ledgers.

Ledger:

It is a reporting entity in which we will record business transactions.

One ledger may contain multiple legal entities.

But one ledger must be associate with one Business group.

Legal Entity:

It is a tax authority. One LE contains multiple operating units.

But one LE must associate with one Ledger.

Operating unit:

It is a major business division. One OU contains multiple inventory organizations.

But it must be associate with one legal entity only.

Inventory organization:

It is a warehouse or a plant where goods are stored.

One inventory org may contain multiple sub inventories.

But always inventory org must be associate with one OU only.

Sub inventory:

It is a part in the inventory organization.

Each sub inventory must be associated with one inventory organization.

MOAC – MULTI ORG ACCESS CONTROL

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MOAC is used to get access into multiple operating unit from single responsibility.

We will use “MO: Security profile” profile option to assign MOAC to the responsibility.

To get access into one operating unit from single responsibility we will use “MO: Operating unit” profile option.

Step: 1 Define MOAC security profile

Navigation: Human Resources

Security Profile

Name your security profile Choose Business group Choose security type: Secure organization by organization hierarchy and/or

organization list.

Classification Organization name

Operating unit Choose your Operating unit

Inventory Organization Choose your inventory organization

Save your work.

Step: 2 Run “Security list maintenance” program

Navigation: Human Resources

Process and reports Submit process and Reports

Program name: Security list maintenance

Parameters:

Generate list for: All security profiles

Ensure program completed normal.

MOAC – MULTI ORG ACCESS CONTROL

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Multi Org Setup steps

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Step: 1 Define Location

Step: 2 Define Business Group

Step: 3 Define Currency

Step: 4 Define Ledger

Step: 5 Define Responsibilities

Step: 6 Assign Profile options to responsibilities

Step: 7 Define users

Step: 8 Assign Responsibilities to user

Step: 9 Define Legal Entity

Step: 10 Assign legal Entity to Ledger

Step: 11 Define operating unit

Step: 12 Define work day calendar

Step: 13 Define inventory organizations

Step: 14 Define sub inventory

Step: 15 Open periods in GL

Step: 16 Run “Replicate seed data” program

Step: 17 Run “Multi org validation report”


Step: 1 Define Location

Navigation: HRMS5

Work structure Location

Scope: Global Enter Name and Address of your location Go to “Shipping Details” and enable check boxes


Step: 2 Define Business Group

Navigation: HRMS

Work Structure Organization Description6

Click on “New” Enter your business group name Choose type: Business group Choose Location Save your work

Choose organization classification name as “Business group” Enable the check box Save your work

Click on “Others” button

Multi Org Setup steps Choose “Business group information” Enter the fields

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Say “OK”

Save your work.


Step: 3 Define Currency

Navigation: General Ledger

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Setup Currencies Define

Oracle already defined 200+ currencies

Query your functional currency and enable that

Save your work


Step: 4 Define Ledger


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Setup Financials Accounting setup manager Accounting setup

Pre requisites to define General Ledger:

Step: 4.1 Define chart of accounts or Structure


Setup Financials Flex fields Key Segments

Use CTL F11

Choose:

Application as General ledger

Flex Field Title as Accounting Flex Field

Crete your own structure


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Click on “Segments” button

Assign Value set to Segments

Save your work

Assign Flex field Qualifiers to Segments

Choose Segment separator

√ Enable allow dynamic inserts

√ Freeze flex field definition

Compile your structure


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Click on Compile button

Structure definition will store at “GL_CODE_COMBINATIONS_KFV”

Say OK

Go to “View Request”

Ensure concurrent program completed normal


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Refresh the request

Step: 4.2 Define Segment values


Setup Financials Flex Fields Key Values


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Choose:

Application: General Ledger

Title: Accounting Flex Field

Choose your structure Choose Segment

Click on “Find” to define segment values

Define segment values

Assign segment qualifiers for each segment value.

Multi Org Setup stepsStep: 4.3 Define Accounting Calendar

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Step: 4.3.1 Define Period type


Setup Calendars Types

Enter period type Specify periods per year Choose year type Calendar / Fiscal Enter description Save your work

Step: 4.3.2 Define Accounting Calendar


Setup Calendars Accounting

Enter name of the accounting calendar Enter month name in prefix column Choose period type Enter Year, quarter, period number Enter From date and to date of the month Enable “Adjusting” check box for the adjustment period


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Validate your calendar

Multi Org Setup stepsStep: 4.3 Define Ledger

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Setup Financials Accounting setup manager Accounting setup

Click on “Create Accounting setup”

Say “Next”


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Enter primary Ledger name Choose chart of accounts Choose accounting calendar Choose functional currency Choose Sub Ledger Accounting Method: Standard Accrual

Say “Next”

Say “Finish”

Say “Define Accounting options”


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You will see 5 setup steps:

1. Ledger Options2. Reporting Currencies3. Balancing Segment value assignments4. Sub ledger Accounting Options5. Sequencing

Click on “Update” button against Ledger Options


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Say “Next”


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Choose “Retained Earnings Account”

Say “Next”


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Say “Next”

Say “Finish”

Now “Accounting setup” step no 1 name changed to your “Primary ledger name” from “Ledger Options”

Click on “Update” button of “Reporting Currency” setup step

Say “Complete”

Multi Org Setup steps Click on “update” button of “Balancing Segment value Assignments” setup step

Say “Complete”22

Click on “update” button of “Sequencing” setup stepChange status to “Complete”Say “Apply”

Say “Complete”

Say “Yes”


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Say “Return to Accounting Setups”

Close this window.

Multi Org Setup stepsStep: 5 Define HRMS Responsibility

Navigation: System Administration

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Security Responsibility Define

Application: Human Resources

Data group:

Name: Standard

Application: Human resources

Menu: US HRMS Navigator

Request Group:

Name: HR Reports and Processes

Application: Human resources

Multi Org Setup stepsStep: 5.1 Assign Profile options to HRMS Responsibility

Navigation: System Administrator

Profile System25

Profile Options:

1. HR: Business group2. HR: Security Profile3. HR: User Type4. GL Ledger Name

Multi Org Setup stepsStep: 6 Define GL Responsibility

Navigation: System Administration


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Application: General Ledger

Menu: GL _ Super User

Request Group: GL Concurrent Program Group

Step: 6.1 Assign Profile options to GL Responsibility


Profile System

Profile Options:


Multi Org Setup stepsStep: 7 Define Legal Entity


Setup Financials Accounting Setup Manager Accounting Setup

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Click on “Legal Entities” button

Click on “Create Legal Entity” button


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

Choose “Create New Address” Enter Location Enter Address details


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Choose Type of Company Choose “Currency” Say “Apply”

You will see the “Confirmation” screen

Multi Org Setup stepsStep: 8 Assign Legal Entity to Ledger

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Query your Ledger

Click on “Update Accounting Options”


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Click on “Add Legal Entity”

Click on “Add Legal Entity”


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Query your Legal Entity

Select your “Legal Entity”

Say “Apply”


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You will see one more setup step “Operating units” added as 6th setup step

1. Primary Ledger2. Reporting Currency3. Balancing Segment Value Assignment4. Sub Ledger Accounting Options5. Sequencing6. Operating Units

Click on “Return to Accounting Setup”

Click on “Legal Entities” tab

Query your Legal Entity

Multi Org Setup stepsYou will see one more Legal Entity added as “Establishment” by system

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Step: 9 Create Legal Entity at “HRMS” module

Navigation: HRMS

Work structure Organization Description

Say “New”

Name your Legal Entity Choose Location Save your work


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Choose “GRE / Legal Entity” under Organizations classifications

√ Select Enabled check box

Save your work


You will see the “Additional Information” fields

Nothing to do here

Save and close the window.


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Step: 10 Create Operating Unit at ASM



Query your Ledger

Click on “Update Accounting Options”

Click on “Update” button of “Operating Units”


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Click on “Add Operating Unit”

Enter Operating Unit Name Enter short code for Operating unit name

Under “Assignments” tab

Choose Business Group Choose Legal Entity

Say “Apply”

To add more operating units click on “Add another”


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Say “Complete”

Close the window.

Multi Org Setup stepsStep: 11 Define Inventory Responsibility

Navigation: System Administrator40


Application: Inventory

Menu: INV _ Navigate

Request group: All Inclusive GUI

Step: 11.1 Assign Profile options to Inventory Responsibility


Profile System

Profile Options:



Step: 12 Create User


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Security User Define

Enter User Name Enter Password

Save your work Close the window


Step: 13 Assign Responsibilities to User


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Security User Define

Save your work Close the window

Multi Org Setup stepsStep: 14 Define Master Inventory

Step: 14.1 Define Workday Calendar

Navigation: Inventory

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Setup Organizations Calendars

Enter Work day Calendar Name and Description Choose Quarterly type Choose Calendar Date Range

Click on “Work day Pattern”

Save and Close this window


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Click on “Shifts”

Enter Shift details Click on “Times”

Save and close this window


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Save and close this window

Place the Cursor on “Name” field

Go to “Tools Build”


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Say OK

Go to View Request

Ensure program “Build work day Calendar” Completed Normal


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Step: 14.2 Define Master Inventory Organization

Navigation: HRMS

Work Structure Organization Description

Enter Master inventory organization Name Choose Location Save your work

Choose Name “Inventory Organization” under Organization classification

√ select Enabled check box


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Choose “Accounting Information”


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Choose:

Primary Ledger Legal Entity Operating unit

Say “OK”

Save and Close this window

Choose “Inventory Information”


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Inventory Parameters: tab

Enter Organization code Choose Item master Organization Choose workday calendar

Costing Information: tab

Choose Costing method Transfer to GL: Yes Choose Material Account


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Revision, LOT, Serial and LPN: tab

Enter Starting Serial Number: 1

Other Accounts: tab

Enter Receiving Accounts Enter Profit and Loss Accounts Enter “Deferred COGS Account”


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Save your work

Close this window.


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Choose “Receiving Information”

Save and Close Window.

Multi Org Setup stepsStep: 15 Open the periods in GL

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Setup Open / Close

Clock on “Find”

Click on “Open”

Say “Yes”

Go to View Request

Ensure “Open Period” program completed Normal.

Multi Org Setup stepsStep: 16 Create Fixed Assets Responsibility

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Application: Assets

Menu: FA _ Main

Request group: All Reports – Assets

Step: 16.1 Assign Profile options to Assets Responsibility


Profile System

Profile Options:



Step: 17 Create PURCHASING Responsibility

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Application: Purchasing

Menu: Purchasing Super User GUI

Request group: All Reports – Purchasing.

Step: 17.1 Assign Profile options to PURCHASING Responsibility


Profile System

Profile Options:

1. HR: Business group2. HR: Security Profile3. HR: User Type4. GL Ledger Name5. MO: Operating unit


Step: 18 Create CASH MANAGEMENT Responsibility


Security Responsibility Define57

Application: Cash Management

Menu: CE _ Super User

Request group: All Reports – Cash Management

Step: 18.1 Assign Profile options to CASH MANAGEMENT Responsibility


Profile System

Profile Options:



Step: 19 Create ORDER MANAGEMENT Responsibility



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Application: Order Management

Menu: ADS _ OM _ Super Menu

Request Group: OM Concurrent Programs

Step: 19.1 Assign Profile options to ORDER MANAGEMENT Responsibility


Profile System

Profile Options:



Step: 20 Create ACCOUNTS PAYABLES Responsibility



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Application: Payables

Menu: AP _ Navigate _ GUI 12

Request Group: All Reports – Payables

Step: 20.1 Assign Profile options to ACCOUNTS PAYABLES Responsibility


Profile System

Profile Options:


Multi Org Set up Steps

Step: 21 Create RECEIVABLES Responsibility



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Application: RECEIVABLES

Menu: AR _ Navigate _ GUI

Request Group: Receivables All - Receivables

Step: 21.1 Assign Profile options to RECEIVABLES Responsibility


Profile System

Profile Options:


Multi Org Set up StepsStep: 22 Run Replicate seed data program


View Requests

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Submit a new request Single request Say OK

Name: Replicate Seed data

Choose operating unit

Say “Submit”

Ensure program completed Normal.

Multi Org Set up StepsStep: 23 Run Multi Org Validation program


View Requests

Submit a new request Single request

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Say OK

Name: Multi Org Setup Validation report

Say “Submit”

Ensure program completed Normal.


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S. No

Responsibility

Application Data Group Menu Request Group

Name Application Name Application

1 AP Payables Standard Payables AP_NAVIGATE_GUI12

All Reports Payables

2 AR Receivables Standard Receivables AR_NAVIGATE_GUI Receivables All Receivables

3 CM Cash Management

Standard Cash Management

CE_SUPERUSER All Reports Cash Manageme

nt

4 FA Assets Standard Assets FA_MAIN All Reports Assets

5 GL General Ledger

Standard General Ledger

GL_SUPERUSER GL Concurrent Program Group

General Ledger

6 HRMS Human Resources

Standard Human Resources

HR Foundation US HRMS Reports & Processes

Human Resources

7 INV Inventory Standard Inventory INV_NAVIGATE All Inclusive GUI Inventory

8 OM Order Management

Standard Order Management

ADS_OM_SUPERMENU

OM Concurrent Programs

Order Manageme

nt

9 PO Purchasing Standard Purchasing Purchasing Super User GUI

All Reports Purchasing

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R 12 Multi Org

Documents

multi org structure

importance of multi

secure organization

organization classif

inventory organizationsstep

business groupnavigation

business groupstep

business transactions