11i Managing Large Org Structures | Hierarchy | Database Transaction

Managing Large Organization Structures In Oracle Applications Release 11i

White Paper Jan 30, 2001

Managing Large Organization Structures in Oracle Applications Release 11i Table of Contents INTRODUCTION ORGANIZATION HIERARCHIES USING ORGANIZATION HIERARCHIES COPYING ORGANIZATION SETUP DATA SUMMARY OF LARGE ORGANIZATION FEATURES ITEM ORGANIZATION ASSIGNMENT PROGRAM ITEM ATTRIBUTE COPY INVENTORY POSITION VIEW AND EXPORT OPEN PERIODS PROGRAM CLOSE PERIODS PROGRAM GLOBAL TRANSACTION PURGE INVENTORY TRANSACTION OPEN INTERFACE COMMON BOMS ACROSS MULTIPLE ORGANIZATIONS ECO AUTOIMPLEMENT ITEM WHERE USED INQUIRY ECO CHANGES BOM DELETE GROUPS SETTING UP ORGANIZATION HIERARCHIES USING THE HIERARCHIES FORM EXAMPLES RELATED DOCUMENTS 3 3 4 4 5 5 5 6 8 8 9 9 10 10 11 12 13 14 14 15 17 -2- .

These features allow you to efficiently manage upwards of 1. Many of these features are useful even if you have a simple organization structure. This White Paper provides an overview of these features. a separate Implementation Manual is available. you can group together organizations according to your needs and perform operations across all organizations at any level in a given hierarchy. If you want to learn more about how to use the Copy Organization feature for large organization structures. Hierarchy 1 A1 Headquarters P1 Plant 1 P2 Plant 2 DC1 Distribution Ctr 1 DC2 Distribution Ctr 2 DC3 Distribution Ctr 3 DC4 Distribution Ctr 4 NW Retail <<Stores SW Retail Stores>> NE Retail Stores>> SE Retail <<Stores Figure 1. Supplemental information about the use of Organization Hierarchies is offered at the end of this paper. Organization Hierarchies By establishing Organization Hierarchies for your inventory organizations. XYZ Co. A sample Organization Hierarchy -3- .000 inventory organizations and related structures in a single Applications instance.Managing Large Organization Structures in Oracle Applications Release 11i Introduction Release 11i includes new features aimed at simplifying the setup and maintenance of manufacturing and distribution applications.

you need to define a new organization in the Define Organizations form. For each form or concurrent request. enter Accounting Information. You choose Copy Organization from the Tools menu and select a source organization to provide setup data. you select a Hierarchy for a given Hierarchy Origin. defaults. wants to close periods for all organizations in the East region separately from the West region. -4- . Bills of Materials and WIP. Costing. You can copy the source organization’s parameters. see the Copy Organization Implementation Manual. and all organizations below Plant 2 (inclusive) would be closed. please see the section entitled “Setting Up Organization Hierarchies. Currently it is possible to copy the inventory organization parameters to a new organization. Then the user would submit the request. This program allows you to copy mandatory setups that you need in order to begin using Inventory. A set of new Hierarchy APIs intelligently validate your hierarchy structure for each program designed for large organizations. In order to do this. and settings for the following setup forms: • • • • • • • • • Bills Routings Items Categories Subinventories Shipping Networks Inventory Parameters WIP Parameters BOM Parameters For additional information. Now you can copy a source inventory organization to as many new organizations as you wish in a single operation. WIP. For example.” Copying Organization Setup Data Manufacturing setup has been greatly improved by the introduction of the Copy Organization components. This copying method is appropriate when you have few inventory organizations. and enter the Inventory Information screen (Organization Parameters). and XYZ Co. or when you do not have complex BOM. The user would select Plant 2 as the Hierarchy Origin. Hierarchy 1 as the Hierarchy on which to perform the Close Period program.Managing Large Organization Structures in Oracle Applications Release 11i Using Organization Hierarchies Organization Hierarchies are used for all new programs supporting large organization structures. supposing that XYZ Co. CST setups that apply to multiple Inventory Organizations. For detailed information about Organization Hierarchies.

This feature will allow you to examine selected item attributes across organizations. this functionality greatly reduces the amount of time setting up items. you can: • • • assign individual items to multiple organizations assign a range of items or item categories to a single organization assign a range of items or categories to many organizations Item Attribute Copy The Item Attribute Copy form allows you to manage item attributes for many organizations in one place. Before the introduction of this feature. This feature aids in the management of item setup and maintenance and is particularly useful for companies that have a large number of inventory organizations utilizing the same item master. choose an organization which contains model attributes for an item.a cumbersome and repetitious activity . it was necessary to manually activate every item for each Organization through the user interface .Managing Large Organization Structures in Oracle Applications Release 11i Summary of Large Organization Features Item Organization Assignment Program The Item Organization Assignment program allows the user to programmatically assign an Item to any organizations belonging to the same Item Master Organization. With the Item Organization Assignment program. and copy those attributes to any other organizations at or below the designated hierarchy level. you can: • • • view and verify that a given item or items have been set up correctly across organizations copy any organization-level item attributes from one ‘model’ item setup to other organizations that use the item copy item attributes from one item to another within one organization -5- . For companies with many organizations or large item files. With this feature.

hour). In order to view inventory positions. You can drill down from the hierarchy origin to base level organizations using a graphical tree representation of your hierarchy. week. arranged into time buckets. Based on the data set that you define in the Build Inventory Positions form. by selecting the top level organization and entering the Hierarchies tab. Thus. -6- . you can see the total ending on hand balances for the entire hierarchy. you can see the aggregate ending on hand balances for the hierarchy level you have chosen. Open the Display Inventory Positions form to see information for each organization and for the hierarchy level. In the Organizations tab. you can choose to build data on-line or run a concurrent request to retrieve the on-hand values.Managing Large Organization Structures in Oracle Applications Release 11i Inventory Position View and Export The Inventory Position View and Export feature allows you to see on-hand quantity information for multiple organizations in a new form. day. month. you can examine quantity received. quantity issued and ending quantity on hand for any organization in the hierarchy. Choose a set of organizations to display this information by naming the hierarchy and hierarchy origin. you select an item or group of items for a date range and bucket size (period. In the Hierarchy tab.

Managing Large Organization Structures in Oracle Applications Release 11i -7- .

• The ability to rerun the program for the same parent level/hierarchy even if the parent level is closed. The program provides: • The ability to choose any hierarchy in which the inventory organization is a member. and to open periods for all organizations below the (parent) level. and to open the same periods for any child organizations. • the ability to synchronize current open periods. The program provides: • the ability to choose any hierarchy in which the inventory organization is a member. -8- .Managing Large Organization Structures in Oracle Applications Release 11i Open Periods Program The Open Period Status concurrent program allows you to open periods for multiple organizations and periods in a single request. inclusive. You can open periods in all child organizations up to the current open period in the Hierarchy Origin organization by setting the number of periods to open as zero. You can open the next period and n additional periods for the selected organization. Close Periods Program The Close Period Status concurrent program allows you to close periods for multiple organizations and periods in a single request. You can keep current periods synchronized throughout the hierarchy by using this feature. and to close periods for all organizations below the (parent) level. inclusive.

The enhancement provides: • The ability to choose any hierarchy in which the current inventory organization is a member. you could only purge transactions for a single organization at a time. the transactions belonging to all child organizations will be returned as well.Managing Large Organization Structures in Oracle Applications Release 11i Global Transaction Purge Before the introduction of this feature. Inventory Transaction Open Interface The Inventory Transaction Open Interface has been enhanced to support large organization structures. • The organization code for each row in the transaction interface is now visible. The Global Transaction Purge program will allow you to run one concurrent program across organizations set up in an Organization Hierarchy. -9- . purging all transactions with greatly reduced time and effort. allowing the user to see the transaction ownership throughout a presented hierarchy structure. submit or cancel transactions in the interface table for many organizations at once. Now you can review. • A query of all transactions in the interface table which belong to the current inventory organization. If the selected organization is a parent organization in the selected hierarchy.

you were required to separately ECO AutoImplement ECO Autoimplement has been enhanced for large organization structures. Prior to the introduction of this feature. -10- . Now the user can implement all ECOs for multiple organizations by naming a hierarchy to which the current organization belongs. the ECO Autoimplement feature could only implement all the ECOs in the current organization which had been scheduled for implementation.Managing Large Organization Structures in Oracle Applications Release 11i Common BOMs across Multiple Organizations You can now create Common Bills in multiple organizations at one time by naming an organization hierarchy. Prior to this enhancement.

-11- . or all organizations.Managing Large Organization Structures in Oracle Applications Release 11i Item Where Used Inquiry The Item Where Used Inquiry can now be performed for a single organization. an organization hierarchy.

ECO Revisions. Revised Items.Managing Large Organization Structures in Oracle Applications Release 11i ECO Changes The Create ECO form has been enhanced to allow ECOs to be performed across organization hierarchies. You can also schedule revised items for implementation across organizations in a hierarchy using this form. -12- . It is now possible to create ECOs. Reference Designators and Substitute Components for the current organization or all organizations in the current organization hierarchy according to selections made in the ECO form. Revised Components.

the user will have the option to delete common bills in all the organizations below the current organization in the organization hierarchy. you launch the concurrent program to delete the entities across the given hierarchy and hierarchy origin. Prior to enhancements for large organization structures. you were required to explicitly name one organization for which the deletion was permissible. bills. and operations and then to submit a concurrent request to delete the included entities. Also. -13- . components. BOM delete groups have now been enhanced to allow the creation of delete groups for multiple organizations using hierarchies. routings.Managing Large Organization Structures in Oracle Applications Release 11i BOM Delete Groups BOM Delete Groups allow you to create delete group for items. After creation of the delete groups.

you must: • Enter a name of the hierarchy you wish to establish. Save your work. It is possible to create as many Hierarchies as you need for various purposes. simply create a new hierarchy. Save your work. Save your work. In most cases. Other tips for using the hierarchies form: -14- .Managing Large Organization Structures in Oracle Applications Release 11i Setting Up Organization Hierarchies This section explains how hierarchies function to support features designed for large organization structures. Clicking the down arrow will move you to a third level in the hierarchy. • In the Subordinates block. • Enter a From date. Organization hierarchies are central to these features since they define all organizations for which a given task can be completed in a single concurrent request or form operation. • Click the down arrow. choose your top level organization from the list of values. If you find that the design of your first Organization Hierarchy does not adequately depict the proper parent-child organizational relationships for a given task. You can enter all organizations that exist at the second level in the hierarchy here. and the top level organization will appear in the Organization Name field above. this is desirable because an organization can only exist in one position in any hierarchy. Using the Hierarchies Form In order to create a hierarchy.

The remainder of this section addresses the use of hierarchies that you create in this form. XYZ could use this hierarchy to ensure that Item Assignment is performed for this business case. -15- . You can also remove an organization from the hierarchy at any time.Managing Large Organization Structures in Oracle Applications Release 11i • An organization can hold only one place in a given hierarchy. Examples Hierarchy: West Region P1 Plant 1 DC1 Distribution Ctr 1 DC2 Distribution Ctr 2 NW Retail <<Stores A B C D SW Retail Stores>> E F G H Figure 2. using the Item Organization Assignment concurrent program. • Suppose that all the stores may be assigned only items that are produced in Plant 1. • Assuming that certain organization level item attributes are determined by the Distribution Center to which a store belongs. there are two Distribution Centers in the West region. and select a hierarchy from the list of values. query the Hierarchy and enter the Organization Name field. Choose F11 and select the Exists in Hierarchy box. add or change the members of an existing hierarchy. DC1 (serving the Northwest) and DC2 (serving the Southwest). the user whose organization context is set to ‘DC1” could name ‘West Region’ as the hierarchy in the Item Attribute Copy form. Single Organization Hierarchy Figure 2 shows a sample hierarchy created for XYZ Company. Further. Each store in XYZ’s Western region sells products that originate from Plant 1. Choose Control+F11 to return all organizations that exist within this hierarchy. • If you want to view. Choose the copy hierarchy button when you are defining your hierarchy. The above hierarchy was created to perform tasks that correspond with this organization structure. You can change the position of an organization in a hierarchy at any time. and ensure item consistency among all stores belonging to Distribution Center 1. • You can copy an existing hierarchy in order to create a new one.

you cannot choose the hierarchy from the List of Values. • For programs requiring a shared item master organization. if you choose ‘A1 Headquarters’ as your Hierarchy Origin.’ Assume that the Organizations in the East Region use a separate Item Master Organization from those in the West Region. If organization access has been assigned to one or more organizations for a given responsibility. the system assumes that the responsibility should have access to all organizations. you cannot choose the Organization from the List of Values. Multiple Organization Hierarchies In Figure 3.Managing Large Organization Structures in Oracle Applications Release 11i XYZ Co. you will not be able to select ‘Main Hierarchy’ from the Hierarchy LOV for programs that require that all subordinate organizations share the same Set of Books. These are ‘East Region’. the system will restrict access to only those organizations. Item Organization Assignment. Inventory Position View/ Export. Main Hierarchy A1 Headquarters Hierarchy: West Region Hierarchy: East Region P1 Plant 1 P2 Plant 2 DC1 Distribution Ctr 1 DC2 Distribution Ctr 2 DC3 Distribution Ctr 3 DC4 Distribution Ctr 4 NW Retail <<Stores SW Retail Stores>> NE Retail Stores>> SE Retail <<Stores Figure 3. Other Restrictions on Organization Hierarchies: • Hierarchy is not past Effective End Date .if the hierarchy is no longer effective. • Organization Access has been assigned to the responsibility . if you choose to assign organization access to your responsibility. • Organization is not past Effective End Date . • Assume that organizations in the East Region use a separate Set of Books from the West Region. This validation is performed for Open and Close Period Status. and all Bills of Material features. then the organization will be ignored for processing. only these organizations -16- . If you choose ‘A1 Headquarters’ as your Hierarchy Origin.if an Organization is no longer effective. and ‘Main Hierarchy. a total of three Hierarchies have been created for XYZ Company. ‘Main Hierarchy’ is not an allowable hierarchy. If the Organization exists in a Hierarchy below the current organization or the hierarchy origin. Consequently. ‘West Region’. because its use in these programs would result in errors. you will not be able to select ‘Main Hierarchy’ from the Hierarchy LOV. Features with this built-in restriction include Item Attribute Copy.if no organization access has been set up for a given responsibility.

Summary of Large Organization Features Related Documents For more information. Release 11i Copy Organization Setups Implementation Guide -17- . please see the following: • • • • Oracle Inventory User Guide. Chart of Accounts Same Item Master Organization Same Item Master Organization Same Item Master Organization Same Item Master Organization Same Item Master Organization Same Item Master Organization Figure 1.Managing Large Organization Structures in Oracle Applications Release 11i may be used by the system when performing an operation. Release 11i Oracle Bills of Material User Guide. Release 11i Oracle Human Resources User Guide. In this way. security cannot be violated by performing acts on multiple organizations. Feature Inventory Transaction Open Interface Global Transaction Purge Item Organization Assignment Inventory Position View/Export Open Period Status Control Close Period Status Control Item Attribute Copy Common BOM Item Where-Used Inquiry Autoimplement ECOs BOM Delete Groups ECO change Hierarchy Optional Required Required Required Required Required Required Optional Optional Optional Optional Optional Hierarchy Constraint Value No Restriction No Restriction Same Item Master Organization Same Item Master Organization Same GL Calendar. Chart of Accounts Same GL Calendar.

Sign up to vote on this title
UsefulNot useful