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Setups for Business Group –Legal entity-Ledger – OU-Inv Setting Up Multi Org Structure in R12 (MOAC)
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:
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Human Resources
Navigate to Work Structures –> Location:
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Navigation
Enter the details as shown in the screen shot
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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.
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After entering the location details click on OK button and enter the time zone as shown in the screen shot.
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Navigate to the shipping tab and the values are populated as shown.
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Now navigate to the Other Details tab. Save the changes.
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Define Business Group
Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:
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Human Resources
Navigate to Work Structures –> Organization –> Description
Select New button
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Enter the business group name and the location created in the previous step and save the changes.
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Select the LOV as business group under the Name field in the organization classifications block
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Check the enabled check box for the business group name and save the changes
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Click on the Others button and select the Business Group Info from the additional information window click on ok
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The below window is Visible
Press TAB and enter the mandatory fields:
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Click OK Button
You will be prompted to save the changes. Click on Yes button
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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:
1. India Legal Entity
2. USA Legal Entity
Switch responsibility to General Ledger, Visions Operations (USA)
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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
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Select the Legal Entity Tab
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Click on Create Legal Entity
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Enter the details:
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Click on Create New Address radio Button and enter the details:
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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.
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Confirmation message:
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Create Ledgers
In the above scenario we need to create 2 ledgers and this depends on the following:
1. Currency
2. Calendar
3. 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.
1. India Ledger
2. USA Ledger
Navigate to General Ledger Visions Operations (USA)
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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
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Click on Create Accounting Setup
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As we have already created the legal entity we can move forward and click on the next button
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Enter the details and click the next button
Click Finish
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The ledger for USA is created in a similar manner
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Create and assign operating units and legal entities
Navigate to General Ledger Visions Operations (USA)
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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups
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Enter the ledger name and click on GO button:
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Click on the update button:
Assign legal entity to the ledger by clicking on the add legal entity button
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Click on add legal entity button
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Search for the legal entity created above and select the legal entity created for INDIA
Click on apply button
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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
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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.
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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.
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Create the operating nit for the USA legder in the similar manner :
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Create Inventory Organizations
Switch responsibility to Human Resources Vision Operations
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Human Resources
Navigate to Work Structures –> Organization –> Description
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Click on New button:
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Enter the inventory organization name and save the changes
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Select the list of values icon under the name filed in the organization classifications
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Select Inventory organization from the list of values
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Check the enabled button and save the changes. Then click the others button
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Select accounting information and click ok
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Press TAB
Select the ledger and legal entity name from the list of values and click ok
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Click ok
Click yes to save the changes entered
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Click others
Select inventory information and click ok
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Enter details in Inventory Parameters TAB
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Enter details in Costing Information TAB
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Accept defaults in Revision, lot, serial, and LPN TAB
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Accept defaults in ATP, Pick, Item Sourcing TAB
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Accept defaults in Inter Org Information TAB
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Enter details in Other Accounts TAB
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Save the changes and read the note carefully to understand the implications of inventory organization costing method
Reports/Programs:
In order to use the operating unit we need to run the Replicate seed data concurrent program from system administrator
responsibility
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Run the same concurrent program for all the operating units
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Run the Multi-Org Validation Report and check the output for no validations
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Multi-Org Access Control:
Multi org access control is implemented in R12 to allow the users to submit requests and access data of different operat ing
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:
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Setup Security Profile in HRMS
Navigate to Human Resources Vision Enterprises responsibility:
Human Resources
Navigate to Profile function under the Security menu:
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Select a name for the profile and attach the business group created.
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Select the security type as “Secure organizations by organization hierarchy and/or organization list”
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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.
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Navigate to Process And ReportsàSubmit Processes and Reports
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Select single request and click on OK
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Select the parameters and submit the concurrent program
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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
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Enter the mandatory fields and save the changes.
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Add the created responsibility to the user.
Navigate to Security –> User –> Define
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Query for the user and assign the responsibility
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Navigate Profile –> System
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Select the responsibility created and enter the profile as MO: Security Profile and click on the find button
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Select the security profile name created from the LOV and save the changes.