Create New User

User Name: TMUSER

Status = Active
Re-login to Application with New User i.e. TMUSER

Change Password Final Password is welcome123

By default Application Diagnostics is added to the new user

Define / Create New Responsibilities at Business Group Level with TMUSER

Existing Responsibility: US HRMS Manager

New Responsibility: TM HRMS Super User

Define new responsibility at Ledger Level (TM GL Super User)

New Responsibility: TM India General Ledger Super User

For USA Ledger TM US General Ledger Super User

Define / Create New Responsibility at OU Level (AP, PO, OM, AR)

Assumption:

1. BG Tata Motors (TM)

2. Ledgers India and USA
3. Legal Entity India Legal Entity
USA Legal Entity

4. Operating Units South India OU

North India OU
USA OU

Note: Here we have considered 3 Operating Units so min no of responsibility

required to define at OU Level is 3 i.e. TM SI Purchasing Super User, TM NI
Purchasing Super User, TM USA Purchasing Super User

Similarly, TM NI Purchasing Super User

Similarly, TM USA Purchasing Super User
Define / Create New Responsibilities for Order Management (OM) Module at OU
Level

Existing Responsibility: Order Management Super User, Vision Operations (USA)

New Responsibility: TM SI Order Management Super User

Similarly, TM NI Order Management Super User

Similarly, TM USA Order Management Super User

Define / Create New Responsibilities for Account Payables Module at OU Level

Responsibility Name: TM SI Payables Super User

Responsibility Name: TM NI Payables Super User

Similarly, define new responsibility for USA operating unit

Responsibility Name: TM USA Payables Super User

Define / Create New Responsibilities for Account Receivables Module at OU Level

Existing Responsibility: Receivables Manager

Responsibility Name: TM SI Receivables Super User

Similarly, define responsibility for North India Operating Unit

Responsibility Name: TM NI Receivables Super User

Similarly, define new responsibility for USA Operating Unit

Responsibility Name: TM USA Receivables Super User

Define / Create New Responsibilities for Inventory Module at OU Level

Existing Responsibility: Inventory

Define New Responsibility for Inventory Module at Operating Unit Level

Responsibility Name: TM SI Inventory Super User

Similarly, define new responsibility for North India Operating Unit

Responsibility Name: TM NI Inventory Super User

Similarly, define new responsibility for USA Operating Unit

Responsibility Name: TM USA Inventory Super User

Define / Create New Responsibilities for Bills of Material Module at OU Level

Existing Responsibility:

Define new responsibility for South India Operating Unit

Responsibility Name: TM SI Bills of Material Super User

Similarly, define new responsibility for North India Operating Unit

Responsibility Name: TM NI Bills of Material Super User

Similarly, define new responsibility for USA Operating Unit

Responsibility Name: TM USA Bills of Material Super User

Define / Create New Responsibilities for Work in Process Module at OU Level

Existing Responsibility:
Similarly, define new responsibility for South India Operating Unit

Responsibility Name:

USA OU
Setup 3: Assign Responsibilities to the relevant user

SETUP 4: DEFINE BUSINESS GROUP

1. It is used to maintain all specific HR policies like employee information,

Organization information, salary information, jobs, positions etc.
2. Highest / Top level in the Organization Structure.
3. It is one of the Organizations in Oracle Application. It is identified by
Organization classification as Business Group.
4. It may be Corporate Office or Head Office of the Company.
PRE-REQUISITES:

4.1Define Locations
4.2Define Currency

SETUP 4.1: DEFINE LOCATION

Navigation Path: N -> HRMS[R] -> Work Structure -> Location

OR

Navigation Path: N -> Inventory[R] -> Setup -> Organizations -> Locations

Defining location by using HRMS responsibility

N -> HRMS[R] -> Work Structure -> Location

Responsibility: TM HRMS Super User

N->HRMS[R] -> Work Structure -> Location
Enter Time zone

SETUP 4.2: DEFINE CURRENCY (Functional Currency)

Navigation Path: N -> GL Super User [R] -> Setup -> Currency -> Define

OR

Navigation Path: N -> Inventory[R] -> Setup -> Financials -> Currency
Codes

Switch responsibility to General Ledger Super User

N -> TM India GL Super User[R] -> Setup -> Currencies -> Define

Enter the details as follows:

Scroll to Left and enter few more details

Similarly, enter the details and verify enable checkbox at left most direction

Save the record

SETUP 4.3: DEFINE BUSINESS GROUP (Main Setup)

Navigation Path: N -> Inventory[R] -> Setup -> Organization ->

Organization

OR

Navigation Path: N -> HRMS[R] -> Work Structure -> Organization ->
Description

Click on New [B]

Enter Name: TM Business Group

Select Location: TM Bangalore

Save it.

In Organization Classification (S)

Select Name: Business Group

Check Enabled checkbox

Click on Others [B] -> Select Business Group Info and Click on OK [B]

(OPTIONAL SETUP) Here, we can define Job and Position KFFs and assign
the same while selecting the values in Business Group Info*

Setup 4.4: DEFINE JOB KFF

a. It is used to decide how many segments to define job.

b. It is one of the KFF in Oracle Application, owned by HRMS
application, title is Job Flex field.
c. It is multiple structures KFF so it is allowed to create new structure.
d. It is supporting max 30 segments.
Setup 4.4.1: DEFINE VALUESET

Navigation Path: N -> System Administrator -> Application -> Validation ->
Set

Job Code Value Set

Job Name Value Set

Setup 4.4.2 DEFINE JOB KFF

Navigation Path: N -> System Administrator [R] -> Application -> Flex field
-> Key -> Segments
 a. Query with Application Name = Human Resource and Title = Job Flex
field

Click on New (I) from the icons appearing at the top

OR

Select structure section and click on down arrow or new icon (I)

Enter Code and title as mentioned in below screen shot and click on
Segments (B)
Select Structure name and click on Segments (B)

Enter the following details:

Nu Name Window Column Value set

m Prompt
1 Job Code Job Code SEGMENT1 TM Job Code
2 Job Name Job Name SEGMENT2 TM Job Name

Select each segment and click on Open (B) and uncheck Required
checkbox
Come back to KFF window and check enabled, allow dynamic inserts and
freeze flex field checkboxes
Click on Compile (B)

Click on OK (B)
This will generate 1 concurrent program i.e. CP Name = Flex Field View
Generator

To check the concurrent program status View (M) -> Requests

Setup 4.4.3 DEFINE POSTION KFF

Similarly, follow all of the above mentioned steps to define Position KFF

a. Define Value set

b. Define new structure in Position KFF
c. Define Segments Position Code and Position Name
d. Assign value set to the segments
e. Compile the structure and check the status of concurrent program
named as FlexField View Generator

NOTE: Back to Business Group Setup

 Observe Job Flex field
structure and Position flex
field structure columns
and values. We have to
define Job and Position KFF
before define BG and
assign the same.

NOTE: This completes the setup of business group and assignment of

business group info*.

ASSIGN MULTI-ORG PROFILE OPTIONS

Setup 5: Assign HR: Security Profile profile option to all responsibilities.

a. It is used to provide access to all of the Organizations comes under

this business group.
b. When we create a Business Group, the system automatically creates
a security profile with the same name as Business Group with all the
privileges to all operating units.
c. Seeded Business group is existed in Oracle Application i.e. Setup
Business Group.
 d. Assign this profile option, when we use business group name other
than Setup Business Group. In this case, we are using business
group named as TM Business Group.

Navigation Path: N -> System Administrator [R] -> Profile -> System

Responsibility: TM HRMS Super User

Responsibility: TM India GL Super User

Responsibility: TM USA GL Super User

Responsibility: TM SI Inventory Super User

Responsibility: TM NI Inventory Super User

Similarly, assign this profile option to all the responsibilities

Setup 6: Assign HR: Business Group profile option to all responsibilities

a. It is used to access and secure the business group information /

data.

NOTE: If we have assigned HR: Security Profile profile option, the value
is automatically defaulted to the HR: Business Group profile. But it is
not vice versa.

Review the profile value assigned to HR: Business Group profile option
at responsibility level.

Navigation Path: N -> System Administrator [R] -> Profile -> System

NOTE: The value is automatically defaulted here at responsibility level for

the profile option i.e. HR: Business Group as we have already assigned
this value to profile option HR: Security Profile.

Similarly, verify the same for all of the responsibilities.

Setup 7: DEFINE LEDGER

a. It is the financial reporting entity to the general ledger.

b. It is used to maintain balancing sheet and journals.
c. Mainly, it is identified by 4 Cs.
1. Chart of Accounts
2. Currency
3. Calendar
4. Convention (Accounting Convention) OR Sub-Ledger Accounting
method {SLA}
 d. It is one of the user interface web form.

Pre-requisite:

Setup 7.1: Define Currency

Setup 7.2: Define Calendar

Setup 7.3: Define Chart of Accounts

Setup 7.4: Define Sub-Ledger Accounting Method (Optional)

Setup 7.1: DEFINE CURRENCY

Navigation Path: N -> General Ledger Super User [R] -> Setup ->
Currencies -> Define

OR

N -> Inventory [R] -> Setup -> Financials -> Currencies -> Currency Code

Here, we have defined TMUSD currency for our Business Group.

Setup 7.2: DEFINE CALENDAR

a. It is the financial calendar and used to perform business

transactions. It is used to specify no. of accounting period per year.

b. There are two types of Calendar as follows.

CALENDAR

(Mandatory) Accounting Calendar Transaction Calendar (Optional)

Calendar Fiscal

CALENDAR: This defines Day-to-Day Calendar which involves 1 year (JAN to

DEC).

FISCAL: This is called as Financial Calendar which involves 2 Years (APR to

MAR).
Transaction Calendar: It is used to capture Business and Non-Business
Days. It is used to calculate average balance.

Setup 7.2.1: DEFINE PERIOD TYPE

a. It is pre-requisite setup for defining accounting calendar.

b. It is used to define number of periods per year and year type.

Navigation Path: N -> General Ledger [R] -> Setup -> Financial -> Calendar
-> Types

OR

N -> Inventory [R] -> Setup -> Financial -> Accounting Calendar -> Types

Select Year Type:

Calendar: Financial Year from Jan 1st to Dec 31st. System will take last 2
digits of FROM DATE.

Fiscal: Financial Year from APR 1st to MAR 31st. System will take last 2
digits of the YEAR.

Setup 7.2.2: DEFINE ACCOUNTING CALENDAR

Navigation Path: N -> General Ledger [R] -> Setup -> Financials ->
Calendars -> Accounting

OR

N -> Inventory [R] -> Setup -> Financials -> Accounting Calendar ->
Accounting
Upon saving above records, system will trigger a concurrent program i.e.
Compile Definition Access Sets

Try to close the Accounting calendar window, system will show below note
Click on Current (B) System will trigger a calendar validation report

Checkout the status of Other - Calendar Validation Report through SRS

window

FLEX FIELDS:

SETUP 7.3 DEFINE COA

SETUP 7.3.1 DEFINE VALUE SET

Navigation Path: N -> System Administrator -> Application -> Validation ->
Set
SETUP 7.3.2 DEFINE ACCOUNTING KFF

Navigation Path: N -> System Administrator -> Application -> Flexfield ->
Key -> Segments

Define structure name as TM Chart of Accounts -> Click on Segments (B)

Select Company Segment and click on Flexfield Qualifiers (B)

Similarly, Select Department Segment and click on Flexfield Qualifiers (B)

Similarly, Select Account segment and click on Flexfield Qualifiers (B)
Here, 3 CPs are generated.

SETUP 7.3.3 ENTER / INSERT VALUES IN VALUE SET

Navigation Path: N -> System Administrator [R]-> Application ->

Validation -> Values

Enter Value Set Name: TM Company

Click on Find (B)

Repeat this step for rest of the Value Sets, to insert values for the same

Value Set 2: TM Department

Value Set 3: TM Account

Enter values in Values, Effective (T)

Verify the segment qualifier values in Values, Hierarchy, Qualifiers (T)

Similarly, insert values for the remaining value set

For TM Department Value Set

Verify Segment Qualifier values in Values, Hierarchy, Qualifiers (T)

Similarly, insert values for the remaining value set

For TM Account Value Set

Once we save and close the window then system will trigger 6 CPs as
shown below.

SETUP 7.4 DEFINE SUB LEDGER ACCOUNTING METHOD (SLA) / CONVENTION

(Optional Setup)

This is one of the R12 new features and its not applicable in 11i.
Seeded SLAs are existed in Oracle Applications. If required, we can
create new values.
SLA is a common rule-based engine used by Oracle products that
posts accounting entries into Oracle General Ledger. Rules are user
defined, and reside in a common repository for all Sub-ledger
applications such as Oracle Cost Management. The SLA accounting
engine is also a common engine for all sub-ledger applications and
provides you with a single common paradigm for defining your
accounting behaviors.
 You can view accounting events and journal entries associated with
transactions using the Sub-ledger Accounting user interface (HTML),
or view the accounting events and journal entries using the View
Transactions windows.

MAIN SETUP:

SETUP 7.5 DEFINE LEGAL ENTITY

It is the legal company and it is used for getting legal authorization

from government authority to submit fiscal report and taxation.
It is one of the Organizations in Oracle Application which is classified
as GRE / LEGAL ENTITY.

PRE-REQUISITES:

7.5.1 DEFINE LOCATION

7.5.2 DEFINE BUSINESS GROUP (Defined already)

Navigation Path: N -> GL [R] -> Setup -> Financials -> Accounting Setup
Manager -> Account Setups

Click on Legal Entity (T) on the web based user interface form

Click on Create Legal Entity (B)

Click on Apply (B) -> Verify system confirmation message

Similarly, click on Create Legal Entity (B) and create another Legal Entity
TM USA Legal Entity
SETUP 7.6 DEFINE LEDGER / ACCOUNTING SETUP MANAGER (ASM)

Navigation Path: N -> GL [R] -> Setup -> Financials -> Accounting Setup
Manager -> Account Setups

Click on Create Accounting Setup (B)

Click on Next (B) at step 1 of 3

Enter the relevant details and Click on Next (B) at step 2 of 3

Click on Finish (B) at step 3 of 3

Verify system conformation and click on Define Accounting Options (B)

Click on Add Legal Entity (B) in Legal Entity (section)

Again click on Add Legal Entity (B)

Click on Apply (B)

Click on Update Balancing Segment Values (I) under Legal Entity (section)

Click on Add Balancing Segment Value (B)

Select both the values from LOV and click on select (B) and finally click on
Apply (B)
Verify the Balancing Segment value column; selected values should
appear in the same

In Primary Ledger (section), click on Update (I) at Ledger Options

Verify all the details and click on Next (B) at step 1 of 4

Enter Retained Earnings A/C from LOV

Leave rest of the values ad blank and click on Next (B) at step 2 of 4

Leave rest of the values ad blank and click on Next (B) at step 3 of 4
Click on Finish (B)
Verify the status column should be checked (completed) and click on
update (I) at Reporting Currencies
Click on Complete (B)
Verify the status column should be checked (completed) and click on
update (I) at Balancing Segment Value Assignments

Click on Complete (B)

Verify the status column should be checked (completed) and click on

update (I) at Operating Units

Click on Add Operating Unit (B)

SETUP 7.7 DEFINE OPERATING UNIT

There are 2 methods to define operating unit.

 1. Web Form Based
2. Normal Form Based

Method 1: Defining Operating Unit TM South India Operating Unit

Click on Apply (B)

Click on Open Organization Form (B) to define operating unit thru normal
form

Normal Form to define operating unit

NOTE: User can click on Open Organization Form (B) to navigate to Normal
Form to define an Operating Unit.

HR: USER TYPE profile option value should be set as HR User at

respective responsibility level

Method 2: Defining another Operating Unit TM North India Operating

Unit

Navigation Path: N -> HRMS [R] -> Work Structures -> Organization ->
Description

OR

N -> Inventory [R] -> Setup -> Organizations -> Organizations

Click on New (A) (B)

Enter the relevant details and click on Others (B) to enter additional
information

Select *Operating Unit Information and click on OK (B)

Verify the status column should be checked (completed) and click on
update (I) at Intercompany Accounts

Select Status as Complete and click on Done (B)

Verify the status column should be checked (completed) and click on
update (I) at Sequencing

Select Status as Complete and click on Apply (B)

Verify the status column should be checked (completed)

Leave Secondary Ledger (section) as default (This is an optional setup)

Click on Complete (B)

Verify warning message and click on Yes (B)

Verify confirmation message and check the status of the program which is
automatically triggered by system

Concurrent Program Name: General Ledger Accounting Setup Program

Similarly, DEFINE ONE MORE LEDGER and OPERATING UNIT

Navigation Path: N -> General Ledger [R] -> Setup -> Financials ->
Accounting Setup Manager -> Accounting Setups

Click on Create Accounting Setup (B)

Click on Next (B) at Step 1 of 3

Select relevant options from LOV and Click on Next (B) at Step 2 of 3

Review all the details and click on Finish (B) at step 3 of 3

Verify system confirmation message and click on Define Accounting

Options (B)
In Legal Entity (section)

Click on Add Legal Entity (B)

Again click on Add Legal Entity (B)

Select Legal Entity value from LOV and click on Apply (B)

Click on Update Balancing Segment Values (I) under Legal Entity (section)

Click on Add Balancing Segment Value (B)

Enable both the checkboxes and click on Select (B)

Click on Apply (B)

Click on Update (I) at Ledger Options

Enter / Select relevant values and click on Next (B) at step 1 of 4

Enter Retained Earnings Account and click on Next (B) at step 2 of 4

Click on Next (B) at step 3 of 4

Review all the values and click on Finish (B) at step 4 of 4
Verify status column should be checked at TM USA Ledger row and click on
update (I) at Reporting Currencies
If user want to define reporting currency then click on Add Reporting
Currency (B) OTW click on Complete (B)

Verify status column should be checked at Reporting Currencies row and

click on update (I) at Balancing Segment Value Assignments

Verify the values and click on Complete (B)

Verify status column should be checked at Balancing Segment Value

Assignments row and click on update (I) at Operating Units

NOTE: Sub-ledger Accounting Options are already done hence status

column is appearing as checked.
Click on Add Operating Unit (B)

Enter and select the required values from LOV and click on Apply (B)

Review the values and click on Complete (B)

Verify status column should be checked at Operating Units row and click
on update (I) at Intercompany Accounts
Select status as complete and click on Done (B)

Verify status column should be checked at Intercompany Accounts row and

click on update (I) at Sequencing

Select status as complete and click on Apply (B)

Verify status column should be checked against each row and every option
and then click on Complete (B)
Verify the system warning message and click on Yes (B)

Verify the system confirmation message and click on Return to Accounting

Setups (B)

A concurrent program is generated as General Ledger Accounting Setup

Program. Verify the status of this program

SETUP 8: ASSIGN GL: LEDGER NAME PROFILE OPTION to the Ledger and
below level responsibilities

Navigation Path: N -> System Administrator [R] -> Profile -> System
 Profile Level Value
Option
GL: Ledger Responsibi TM India
Name lity Ledger

Similarly, assign the same profile option for each responsibility

Also, assign the GL: Ledger Name profile option for USA Ledger as well.

Profile Level Value

Option
GL: Ledger Responsibi TM US
Name lity Ledger
SETUP 9: ASSIGN MO: OPERATING UNIT PROFILE OPTION TO OU AND
BELOW LEVEL RESPONSIBILITIES

Profile Option Level Value

MO: Operating Responsibi TM South India
Unit lity Operating Unit
MO: Operating Responsibi TM North India
Unit lity Operating Unit
MO: Operating Responsibi TM USA Operating Unit
Unit lity

SETUP 10: DEFINE INVENTORY ORGANIZATION

It is used to define and maintain the items, store the items, check-
out On-Hand quantity, perform counting, make planning, receiving
an item, shipping an item, manufacturing the item, packing the item
etc.
It is one of the Organizations in Oracle Application which is classified
as Inventory Organization.
It may be a manufacturing plant, warehouse, distribution center,
packing station etc.

PRE-REQUISITE:

Define Location (Optional)

Define Work Day Calendar
Define Business Group
Define Ledger
Define Legal Entity
Define Operating Unit

Navigation Path: N -> Inventory [R] -> Setup -> Organizations -> Locations

OR

N -> HRMS [R] -> Work Structures -> Location

In Shipping Details (T)
Save your work.

Similarly, define an Org in TM North India Operation Unit as well - TM New

Delhi

In Shipping (T)

Similarly, define another Inventory Org in TM North India Operating Unit -

TM Pune
In Shipping (T)

Save your work.

NOTE: In total we have defined 4 INV Orgs under TM India Legal Entity, as
follows:

TM South India Operating Unit TM Bangalore and TM Hyderabad

TM North India Operating Unit TM New Delhi and TM Pune

SETUP 10.2 DEFINE WORK DAY CALENDAR

It is the manufacturing and shipping calendar.

It is used to define no. of working and non-working days per week,
shifts, shift timings and no. of holidays per year like mandatory and
optional.
It is used for manufacturing and shipping the items from Inventory
Organization.

SETUP 10.2.1 DEFINE CALENDAR EXCEPTION TEMPLATE (Optional)

 It is used to define no. of holidays for a year like mandatory or
optional.

Navigation Path: N -> Inventory [R] -> Setup -> Organizations -> Calendar
Exception List

Save your work.

SETUP 10.2.2 DEFINE WORKDAY CALENDAR

User can define any no. of workday calendars and assign them to
any no. of Organizations.

CALENDAR ATTRIBUTES:

Quarterly Calendar define in terms of weeks and months.

4/4/5 week pattern It specifies that a quarter of a year consist of
two four-week period followed by one five-week period.
5/4/4 week pattern It specifies that a quarter contains one five-
week period followed by two four week periods.
Default end date is 4 years from the start date.

NOTE: We must use 4/4/5 or 5/4/4 weekly pattern to forecast in period

buckets in a planning application. We cannot forecast in monthly buckets.

Navigation Path: N -> Inventory [R] -> Setup -> Organizations ->
Calendars

Enter the required values and click on Workday Pattern (B)

Assumptions: Mon to Fri Working

Sat Sun Weekly Off.

Save your work and back to workday calendar window and click on Shifts
(B)

Enter Shift Num = 1 and Click on Workday Pattern (B)

Click on Dates (B)

Click on Exception List (B)

Click on Load (B)

Select TM 2015 List from LOV and click on OK (B)

Verify the loaded exception list and click on OK (B)

NOTE: This is very important step. To make our workday calendar effective
we have to Build workday calendar.

Go to Tools (M) -> Build

It will generate a concurrent program named as Build Workday Calendar

SETUP 10.7 DEFINE ITEM MASTER ORGANIZATION

It is a virtual or logical Inventory Organization. It is used to define

the item and checkout list of all items.
Item Master Organization is an inventory organization that holds the
definition of the items that are used in our system.
Normally, we do not perform any transactions in this Organization.

Navigation Path: N -> HRMS [R] -> Work Structures -> Organization ->
Description

(OR) N -> Inventory [R] -> Setup -> Organizations -> Organizations
Click on New (A)(B)

Enter below mentioned details:

Name: TM Item Master Organization

Location: TM Bangalore

Save record.

Select Organization Classification as Inventory Organization and check

Enabled checkbox

Click on Others (B)

After clicking on Others (B) and select Accounting Information option

Enter / Select following details and click on OK (B) then click on OK (B) @
Additional Organization Information window and click on Yes (B) to save
the entered details

Again click on Others (B) and select Inventory Information

Organization Parameters window will be displayed and enter details in
Inventory Parameters (T)

Only 3 Characters

This is our Item

Work
Master
day
Organization
Calenda
Click on Costing Information (T)

Click on Revision, Lot, Serial And LPN (T)

Click on ATP, Pick, Item-Sourcing (T)
Click on arrow symbol on top RHS and select Inter-Org Information (T)
Click on Other Accounts (T)
Save your work and verify system note

SETUP 10.8: DEFINE CHILD INVENTORY ORGANIZATONS

Navigation Path: N -> HRMS [R] -> Work Structures -> Organization ->
Description

OR N -> Inventory [R] -> Setup -> Organizations -> Organizations

Click on New (A) (B)

Enter Child Inventory Organization Name and select Organization
Classifications as Inventory Organization and click on Others (B)

Select Accounting Information option from LOV and click on OK (B)

Click on OK (B) and then again click on OK (B) @ Additional Organization
Information window and click on Yes (B) to save the record

Again click on Others (B) and select Inventory Information from LOV and
click on OK (B)
Enter Org Code = TMB and enter all the relevant values one-by-one.

Method 2: Use Copy method to copy all the values from existing
organization except code and Item Master Organization.

Tools (M) -> Copy Organization

NOTE: All the information will be copied except Org Code and Item Master
Organization values.

Click on Copy Organization option from Tools (M) and verify system note.

As a result, all the values will be copied to the corresponding fields except
Organization Code and Item Master Organization.

User has to manually enter the Organization Code and Item Master
Organization.

Finally verify all the tabs after copying the values and save the record.
Similarly define all the remaining 5 child orgs which are:-

TMH TM Hyderabad Organization TM SI OU

TMP TM Pune Organization TM NI OU

TMD TM New Delhi Organization TM NI OU

TMN TM New York Organization TM US OU

TMC TM California Organization TM US OU Leave location as blank

while defining this child Org.

Defining Child Organizations:

Navigation Path: N -> Inventory -> Setup -> Organizations ->

Organizations

SETUP 11: DEFINE ORGANIZATION HIERARCHY

Navigation Path: N -> HRMS [R] -> Work Structures -> Organization ->
Hierarchy
(Need to enter proper explanation and navigation for defining
Organization Hierarchy like subordiates)

SETUP 12: RUN Organization Hierarchy Report PROGRAM

To run this report Go to View (M) -> Requests

1. Click on Submit a New Request (B)

2. Select Single Request radio button and click on OK (B)
Click on Submit (B)
Check the status of the concurrent program

Check out output of the report and verify the details.

Also, checkout Organization Hierarchy Diagram

Navigation Path: N -> HRMS [R] -> Work Structures -> Organization ->
Diagrammer

Click on Open Editor (B)

Click on + (I) in left pane and verify the diagram

SETUP 13: ASSIGN HR: USER TYPE PROFILE OPTION

Navigation Path: N System Administrator [R] -> Profile -> System

Profile Level (Responsibility) Value
Option
HR: User TM SI Purchasing HR
Type Super User User
HR: User TM NI Purchasing HR
Type Super User User
HR: User TM USA Purchasing HR
Type Super User User
HR: User TM SI Inventory Super HR
Type User User
HR: User TM NI Inventory Super HR
Type User User
HR: User TM USA Inventory HR
Type Super User User

SETUP 14: RUN REPLICATE SEED DATA Program

It is used to copy / Xerox the existing data into operating unit.

We should run this concurrent to check and verify that
functionalities at Operating Unit level (PO, OM, AP, AR etc.) working
properly or not.

To run this concurrent Go to SRS window

Similarly, we have to run Replicate Seed Data program for all operating
units.

In this case, we should run it for rest of the 2 OUs which are:

TM NORTH INDIA OPERATING UNIT

TM USA OPERATING UNIT

SETUP 15: RUN MULTI-ORG SETUP VALIDATION REPORT

(Need to mention theory points)

Multi-Org Setup completed!!!

Verify it once as per the requirement.