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Organization Setup in R12

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com © 2014 eprentise. eprentise® is a registered trademark of eprentise.eprentise. LLC. Oracle Applications.Organization Setup in R12 Author: Helene Abrams Published: June 15. | Page 2 . Oracle. All rights reserved. Copyright © 2014 eprentise. FlexField Express and FlexField are registered trademarks of Sage Implementations. LLC. 2009 www. and E-Business Suite are registered trademarks of Oracle Corporation. All rights reserved. LLC. LLC. All other company or product names are used for identification only and may be trademarks of their respective owners.

The Operating Unit is tied to a ledger (instead of a Set of Books) and. You can specify the inventory organizations that are available for each responsibility. An HR Organization typically represents the functional management or reporting groups within a business group. An Organization can represent a Ledger. you can assign a security profile at the HR organization level providing a much more granular view of confidential information such as salaries or social security numbers. then you must define a security profile with multiple operating units assigned and assign it to the MO: Security Profile option. a Business Group. continues to partition transactions. The concept of a Legal Entity is much more developed in R12 than it was in 11i. A responsibility can access only the transactions for the operating unit(s) to which it has been assigned. when you request a list of employees for approvals or expense reports. Your purchase order operating unit and receiving inventory organization can be in different ledgers to receive against a purchase order. A user can assign any operating unit to a transaction or copy transactions to a different operating unit if access to the operating unit is authorized by the security profile for the responsibility. Operating units are not directly associated with legal entities. You may define the relationships among organizations. If you set up a profile option MO: Operating Unit. www. LLC. a Legal Entity.eprentise. The MO: Default Operating Unit option also allows you to specify the default operating unit for the transactions entered by that responsibility. For example. You can enter purchase orders and assign for receipt any inventory organization. you assign a Legal Entity to a Ledger instead of to a Set of Books. With the new Multiple Organization Access Control (MOAC) feature in R12. usually representing the consolidated enterprise. All rights reserved. It is recommended that you assign one (or more) balancing segment values in your chart of accounts to a legal entity. In R12. The Copyright © 2014 eprentise. This is a little bit confusing. An Inventory Organization is the organization that manufactures or distributes products or for which you track inventory transactions and balances. an operating company. as it was in R11. Responsibilities determine the security for operating units. The business group secures the employee information in all applications except for HR. but can serve other operating units under a different ledger. and an Inventory Organization. an HR Organization. you will see all employees assigned to a business group. though they are assigned to a ledger and to a default legal context (Legal Entity). The LEGAL_ENTITY_ID column is added to the transaction tables in 12. an Operating Unit. In order to do this. As such. each inventory organization is attached to a legal entity and a ledger. A ledger can have many operating units assigned to it. then the responsibility can only access a single operating unit. An inventory organization is associated with a parent operating | Page 3 . A Business Group is the highest level in the organization hierarchy structure. A legal entity is the organization unit level at which you report taxes and maintain the corporate banking relationships. If you want a responsibility to access multiple operating units. You may also define HR organizations for tax and government reporting or for third-party payments. because within the HR applications.Organization Setup in R12 There are many changes in how organization units are defined and used in R12. transactions may be posted to different operating units and legal entities from a single responsibility. An operating unit also controls access to reports and concurrent requests. or a major division. allowing the ability to track transactions at a Legal Entity level. you set up a security control (MO: Security Profile) to assign multiple operating units and legal entities to a single responsibility.

Oracle Assets. Oracle Cash Management. All rights reserved.eprentise. Order Management. Site information for suppliers and customers is also at the operating unit level. Project Accounting. For example. and Sales & Services are set up at the operating unit level. Oracle Inventory. and Purchasing receiving functions. and Oracle Manufacturing products are set up only once in the instance. Engineering. while other data is set up once for the entire EBusiness Suite. you can define organizations for project expenditures to manage project control requirements in Oracle Projects. Master Scheduling/MRP. Other organization structures may be set up to reflect hierarchies in different | Page 4 . www. Some information is set up at the organization unit level. Accounts Receivable. The following shows the data that must be set up for each operating unit: Copyright © 2014 eprentise. Oracle Assets uses asset organizations to perform activities for a specific Oracle Assets corporate book.Organization Setup in R12 following applications secure information by inventory organization: Oracle® Inventory. General Ledger. Capacity. LLC. Bills of Material. you must choose an organization that has been classified as an inventory organization. To run any of these applications. All flexfield definitions. customer and supplier headers. Purchasing. Work in Process. Accounts Payable.

then the rate is operating unit specific.Organization Setup in R12 Cash Management  Bank accounts Payables   and Hold sources exceptions Payment types  sets  Purchasing   Change order Supplier sites    Financial Document controls   Territories Territory types Territory groups Territory qualifiers Territory Accesses Search Project Create View       Grants – Implementation    Project Setup and programs Implementation sets   Receipt sources Receivables Remit to address Remittance bank Salesperson. Award Procurement and credit   Reporting Period  Customer accounts Personalize Options Signing limits  Region   Contact phones relationships Create Projects Expense templates  Templates    AutoAccounting address Project Implementation Job/position controls    GL Periods for options report Sales and Marketing        Reporting Purchasing options Freight carriers  entities Financial options Control rules/groups Payables Maintain PA Projects options controls        Withholding groups Document approval  tax codes and controls  Distribution Receivables Period Statuses certificates System parameters Transaction types  Withholding tax Order Management     Supplier sites Projects Access control templates Collateral categories Code sets Note: The procurement and credit card setup is a shared setup for both Internet Expenses and | Page 5 . salespersons   Project templates System options Transaction types Services AutoAccounting  Interest category sets Service parameters Promotion word  processors  Memo lines assigned to Card profiles GL account Lockbox sales territories Project types Card Transaction accounts Bill rate card  Distribution sets activities   schedules  Customer bank definitions Grants – Award options  Customer sources Current Template. All rights reserved. www. Copyright © 2014 eprentise. Note: Expenditure types are not operating unit specific but if the expenditure type requires a cost rate. LLC.eprentise. Learn more about eprentise Reorganization software at this link.

split or move sets of books.Organization Setup in R12 Curious? For more | Page 6 . Copyright © 2014 eprentise. LLC.943.eprentise. While enabling real-time access to complete. All rights reserved. and merge. business groups and inventory organizations.888.5363 or visit www. About eprentise eprentise provides transformation software products that allow growing companies to make their Oracle® E-Business Suite (EBS) systems agile enough to support changing business requirements. avoid a reimplementation and lower the total cost of ownership of enterprise resource planning (ERP).eprentise. eprentise software is able to consolidate multiple production instances. operating units. legal consistent and correct data across the enterprise. www. change existing configurations such as charts of accounts and calendars. please call eprentise at 1.