Financials R12 - Multi Organization

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Overview of Multi-Organization feature

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CONTENTS

Multi Org Structure

I. II.

Overview of Multi-Organization feature Creation of Organization Structure 1. Business Group Information 2. Entering Operating Unit Information 3. Entering Inventory Information

III. IV.

Multi-Org Human Resources User Profile Multi-Org Locations

Overview of Multi-Organization feature

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I. Overview of Multi-Organization feature
Multi Org is a feature, which helps us to classify and define various organizations in such a way that hierarchy is maintained and data is secure across organizations. It also decides how transactions flow through different organizations and how those organizations interact with each other. Business Group The business group represents a country in which your enterprise operates. You create it as an organization in Oracle HRMS, but it does not represent a specific organization within your enterprise structure, and you do not include it in your organization hierarchies. A business group enables you to group and manage data in accordance with the rules and reporting requirements of each country, and to control access to data. The critical factors for deciding when to use a separate business group, or an international business group, are based on the following factors: If you use Oracle Payroll The number of people you employ in a country If you require legislative support for Oracle HR Generally the laws are so different in each country that to be compliant, there must be a different business group for each country in which an enterprise has employees. Ultimate Legal Entity The ultimate legal entity represents the enterprise, and typically, the enterprise is the highest (global) level of a business organization. The ultimate legal entity is the parent company or organization for all its subsidiaries and divisions. Oracle HRMS represents the ultimate legal entity with the GRE/Legal Entity organization classification. Legal Entity/Employer A legal entity represents the designated legal employer for all employment-related activities. The legal authorities in a country recognize this organization as a separate employer. In an organization hierarchy, a legal entity may report to an operating company or to the ultimate legal entity.

and classifies it as an Employer if you employ people in that country also. Operating Company An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country. can report to any organization in the enterprise. Consolidated Legal Entity A consolidated legal entity acts on behalf of multiple operating companies that are not legally registered. but for the purposes of consolidation. you group the information into one organization. they report up to the consolidated legal entity. then you must have at least one organization classified as a legal entity and a legal employer.Overview of Multi-Organization feature 4 A legal employer is a legal entity that is responsible for employing people in a particular country. such as. for legal reporting purposes. but do not employ people in that country. You typically use the consolidated legal entity for when you have multiple operating companies in your enterprise. For management reporting purposes. For example. your departments and sections. the organizations below the consolidated legal entity in an organization hierarchy. you can have a legal entity in a country where you do business. a company within a company. . The Configuration Workbench classifies an organization as a GRE/Legal Entity where your enterprise operates in a country. An operating company is a holding company. if you employ people in a country. Therefore. or simply on behalf of the enterprise in a country. However.

Organization Structure 5 Organization Structure Business Group Ledger Set Legal Entity .

6 Operating Unit Inventory Sub-Inventory Organization Classifications Organization classifications define the purpose of an organization and its functionality within Oracle HRMS. The classifications you assign to an organization control the additional information you can set up at the organization level. The Configuration Workbench automatically assigns the appropriate classifications to the organizations it creates. For example. You can select the following classifications in the Organization window. If they are different. Note: Oracle HRMS enables you to install your own additional information types for classifications. You can define one organization with multiple classifications or you can define separate organizations to represent different types of entity. depending on your legislation: . you can classify an organization as a legal entity as well as an HR organization if it's the same organization. then you create two organizations. For more information on the key organization structures you use to represent your enterprise.

such as medical assessments. Payee Organization: Use this when defining an external organization that is the recipient of a third party payment from an employee. A bargaining association could be any organization representing the employees in negotiations. o Legal Entity: this represents the designated legal employer for all employment-related activities. GRE/Legal Entity: Use this classification to represent the following organizations: o Ultimate Legal Entity: this represents the enterprise. In an organization hierarchy. This may be a body defined in legislation. tax declaration and representative details. Statutory reporting requires this information. for example a court-ordered payment. . and typically. The UK legislation also enables you to select a bargaining association in the Union Processing window to set up a union element. such as a European Works Council. o Consolidated Legal Entity: this organization acts on behalf of multiple operating companies that are not legally registered. for example a trade union. For Chinese users only: Your organization hierarchy must contain at least one GRE with corporate and employer information. The legal authorities in a country recognize this organization as a separate employer. or may be defined by the employer. Representative Body: Use this when defining a representative body. HR Organization: Use this classification for all organizations to which you want to assign employees and contingent workers. to the people in your enterprise. Constituency: Use this to define a constituency to group together workers eligible to vote for particular elections. such as a Sports and Social Club. You can then select this organization on the Personal Payment Method window when entering a third party payment method. a legal entity may report to an operating company or to the ultimate legal entity. Operating Company: An operating company represents a division or line of business within your enterprise that is legally registered for reporting in at least one country. manage. For Indian users only: Your organization hierarchy must contain at least one GRE with income tax. Disability Organization: Use this when defining an external organization with which employee disabilities are registered. the enterprise is the highest (global) level of a business organization. This information is used for statutory reporting. challan bank.Organization Classifications 7 All Legislations All legislations can use the following classifications: Business Group: Use this classification to group. or simply on behalf of the enterprise in a country. Bargaining Association: Use this when defining an organization that is involved in negotiating a collective agreement. and control access to data in accordance with the rules and reporting requirements of a country. Medical Service Provider: Use this when defining an organization that provides any medical services. Employer: Use this along with the GRE/Legal Entity classification to define an organization as a legal entity that is responsible for employing people in a particular country.

Organizations with this classification are available to assign to people in the Qualifications window.Organization Classifications 8 Company Cost Center: Use this to define organizations in Oracle HRMS that map to cost centers in Oracle GL. Professional Body Information: Use this to define an organization that is a professional body. a corresponding organization with this classification is defined automatically. The application uses the HR Organization to find the operating unit to which a person belongs. Add . Operating Unit: Use the operating unit organization classification if you also use MultiOrg applications. Practical Steps: To add Inventory Responsibility 1. You can set up your application so that whenever a cost center is defined in GL.Inventory Responsibility to the User ID (IVAS11) . You can associate an operating unit with an HR Organization.

Organization Classifications 9 2. Save your work and enter into Inventory responsibility 3. N: File > Switch Responsibility >Inventory > ok .

Organization Classifications 10 .

Business Group Information 1. departments. N: Setup > Organizations > Organizations .Creation of Organization Structure 11 II. or recruitment agencies) Internal organizations (for example. Creation of Organization Structure Use the Organization window to create: Business groups External organizations (for example. disability organizations. benefit carriers. then you only need to create the additional internal and external organizations you require. tax offices. insurance carriers. For example. sections or cost centers) GREs/Legal Entities If you use the Configuration Workbench to configure your enterprise structure. you can set up additional organizations to represent the internal divisions or departments. and external organizations for reporting or third party payments. 1.

Business Group Information 12 .

Select the Organization Classification as Business Group Click on ‘Others’ button .Business Group Information 13 2. Give Business Group Name as ‘Vision Corporation’ and Click on ‘Find’ 3.

’ Click on ‘OK’ button . Select the Additional Organization Information as ‘*Business Group Info.Business Group Information 14 4.

and select Business Group Information. In the Organization Classifications region. Check the Business Group Information and Click on ‘OK’ button Note: Vision Corporation Business Group will be attached at Site level. In the Organization window. choose the ‘Others’ button. Do not change the information in Vision Corporation Business Group this is the Seeded Data. . select Business Group. Note: Define Operating Unit in Inventory Responsibility which is as follows To enter Business Group information: 1. 2. query the Business Group if it does not already appear there. Note: Legal Entity and Ledger Sets (Primary Ledger) is already created while defining the Accounting Setups in Oracle General Ledger. Click in a field of the Additional Organization Information window to open the Business Group Information window. So that IVAS LEGAL ENTITY and Ledger Sets (IVAS_LEDGER) is picked from Accounting Setups.Business Group Information 15 5.

employees or contingent workers across multiple business groups. If you choose the automatic entry method of number generation you can at a later date decide to switch to global sequencing. If you choose the manual entry method of number generation. you can run the Change Person Numbering to Automatic process. the person's national identifier is displayed. This name is no longer used in Oracle HRMS it is provided for compatibility with earlier releases. o Mexico only: Specify MXN as the currency. Note: For whichever method of number generation you choose. . Therefore. Select the names of the key flex field structures you want to use in this Business Group. the social security number in the US. You can switch from local automatic numbering to manual numbering for a person type by editing the business group information and selecting Manual. You can enter a short name for the Business Group. 4. it is important to be aware that the number is displayed in various windows and reports. o Manual entry. if you choose the national identifier method. Employee numbering for contingent worker. For example. where it appeared in the header line of each form.Business Group Information 16 3. ensure to set the applicant numbering to Automatic. This option allows you to use the same sequence of numbers for contingent workers as you use for your employees. and the NI number in the UK). but at a later date decide to change to the Automatic method of number generation. Do not select MXP. If you choose this option you must ensure that a national identifier is entered for each new person. 5. Select the method of creating identifying numbers for employees. 6. Note: If you are using ‘Oracle iRecruitment’. Global sequencing enables you to use a single sequence of person numbers for applicants. This option is not available for applicants. The choices are: o Automatic number generation. If the next person entered is a contingent worker they receive the number 102. Select the appropriate Legislation Code and default currency. applicants. The Legislation Code determines the startup data you can access and the contents of some legislationspecific windows. o Automatic use of the national identifier (for example. and contingent workers. you enter an employee and the application gives the employee number 101.

9. 7. Oracle HRMS calculates a fiscal quarter as a three month period. you receive a warning if the person's age is outside this range. You can enter a Minimum and Maximum Working Age for the Business Group. 8. When you enter or hire employees.Entering Operating Unit Information 17 Attention: Selecting the correct legislation code is essential for the correct functioning of Oracle HRMS. US users: To maintain fiscal year balances in Oracle Payroll if your fiscal year is different from the calendar year. or you will not be able to define payrolls later. Entering Operating Unit Information 1. N: Setup > Organization > Organizations . The application does not provide a connection between the fiscal year functionality in Oracle General Ledger and in Oracle HRMS. South African users: You must enter the fiscal year start date for your Business Group. Save your work. In Oracle General Ledger you specify how the fiscal calendar is broken down in the Accounting Calendar view. enter the fiscal year start date. 2. The application calculates four equal three month periods beginning from the fiscal year start date. You cannot change the legislation code after entering employees against the Business Group.

Entering Operating Unit Information 18 .

Entering Operating Unit Information 19 2. Click on ‘New’ .

4. This allows you to use and enter the essential additional information for your organization. Save the classification details 10. 7. Select the type as Operating Unit from list of values Select the location as Laredo Save your work Select the Organization Classifications name as Operating Unit 8. Click on Others . Enter the name as ‘IVAS_OPERATING_UNIT’. 5. Enable the classification by checking the Enable box.Entering Operating Unit Information 20 3. 6. You can either enter additional information for the classification type or enter another classification. 11. Note: Save each classification after entering and enabling it. 9.

Entering Operating Unit Information 21 12. Default Legal Context and Operating Unit Short Code 14. Select the Additional Information as ‘*Operating Unit Information’ 13. Enter the Primary ledger. Click on ‘OK’ button .

Click on OK and save 3. Entering Inventory Information 1.Entering Inventory Information 22 15. N: Setup > Organization > Organizations .

Entering Inventory Information 23 .

Entering Inventory Information 24 2. Click on ‘New’ button .

This allows you to use and enter the essential additional information for your organization.Entering Inventory Information 25 3. Click on Others . 4. 8. 6. Select the location as Laredo Save your work Select the Organization Classifications name as Inventory Organization 7. Enable the classification by checking the Enable box. 5. You can either enter additional information for the classification type or enter another classification. Save the classification details 9. Enter the name as ‘IVAS_INVENTORY’. Note: Save each classification after entering and enabling it. 10.

Select the Additional Information as ‘Accounting Information’ 12. Default Legal Context and Operating Unit Short Code 13. Click on ‘OK’ button .Entering Inventory Information 26 11. Enter the Primary ledger.

Select the Additional Information as ‘Inventory Information’ 17. Click on OK button . Click on ‘OK’ button 15.Entering Inventory Information 27 14. Click on Others 16.

2. . Enter an organization code. Select an Item Master organization. You create items in the item master organization and assign them to other organization within your operating unit. Navigate to the Organization Parameters window. 3.Inventory Information 28 Inventory Information  Defining Default Inventory Parameters To define inventory parameters: 1. Select the Inventory Parameters tab. 4.

the system sends a reminder notice. Indicate whether to allow negative balances. 10. 11.Defining Default Inventory Parameters 29 5. Oracle Master Scheduling/MRP and Oracle Supply Chain Planning uses this demand class during forecast consumption. In the Move Order Time-out Period field. Indicate whether locator aliases must be unique across the organization. Select a Move Order Time-out Action: Approve automatically: After the second time-out period. This is required when Oracle Master Scheduling/MRP and Oracle Supply Chain Planning is installed. Optionally. 6. Indicate whether to allow quality skipping for inspections. the system automatically approves move order requisitions. After the first time-out period. 7. Prespecified only: Inventory transactions within this organization require a valid. 8. predefined locator for each item. or define a locator dynamically at the time of transaction. You can choose a valid. Select a locator control option: None: Inventory transactions within this organization do not require locator information. . Reject automatically: After the second time-out period. enter the maximum number of days a move order requisition can wait for approval. and shipment and production relief. predefined locator. Select this option and set the Move Order Time-out Period to 0 if you want to bypass the move order approval process and automatically approve move order requisitions. Dynamic entry allowed: Inventory transactions within this organization require a locator for each item. 9. Select a workday calendar. the system automatically rejects move order requisitions. Determined at sub inventory level: Inventory transactions use locator control information you define at the sub inventory level. select a demand class. After the second time-out period. and allow you to track and consume those groups independently. Demand classes segregate scheduled demand and production into groups. The workflow approval process sends a notification to the item planner when a move order requisition requires approval. if the recipient has not approved or rejected the order. the system automatically rejects or approves the order depending on whether you select Approve automatically or Reject automatically in the Move Order Time-out Action field.

If you select this check box. Process Quality. and does not consider the lines as over picks. You can use Warehouse Management features such as LPNs. . 18. You must manually delete the move order line allocations.Defining Default Inventory Parameters 30 This parameter determines if inventory transactions can drive the inventory balance of an item negative. Select the Process Manufacturing enabled check box if the organization is a Process Manufacturing organization. The Warehouse Control System provides a bridge between Warehouse Management and the control level for device automation and integration. Note: You can enable auto delete allocations only if you do not enable Warehouse Management for the organization. when you delete a source order. . and the coordination of task execution. then you must set the Transfer to GL parameter to No. Indicate whether this organization is an Oracle Warehouse Management enabled organization. 12. Taiwan. then the system does not delete the associated allocations lines. when you delete a source order. Indicate whether auto delete Allocations are enabled. 15. If you do not select the check box. and Korea. 14. Oracle Work in Process forces the supply sub inventory balance negative. If you choose not to delete these lines. If the organization is a process manufacturing organization you can use process applications such as Process Execution. Attention: If insufficient quantity of on hand material exists in a supply sub inventory to satisfy back flush demand. 13. task management. and Process Costing. warehouse execution rules. Chargeable Subcontracting is support only for Japan. Check the Warehouse Control System (WCS) to enable the Warehouse Control System. Indicate whether this is a manufacturing partner organization. the system automatically deletes the associated move order allocations. you cannot change the value of this parameter. and ignores this option setting. This parameter enables you to use Chargeable Subcontracting. If you enable this parameter. You must enable locator control in order to enable Warehouse Management. This parameter indicates if an original equipment manufacturer is a manufacturing partner. In a Warehouse Management organization. Enter a total volume and unit of measure for this organization. Indicate whether this organization is an Oracle Enterprise Asset Management enabled Organization. or delete or cancel the order line. 19. Note: You can only enable WCS for Warehouse Management organizations. the system automatically deletes move order allocations or tasks unless a user starts work on the task. and cost groups in this organization. the system transacts these lines as sub inventory transfers. Enter a total load weight and unit of measure for this organization. After you process transactions within the organization. or delete or cancel the order line. 17. 16. 20.

Defining Costing Information 31  Defining Costing Information To define costing parameters and accounts: 1. Select the Costing Information tabbed region. Note: Note this tab applies only to discrete organizations. Standard Costing. you can enter the Average Rates Cost Type. Navigate to the Organization Parameters window. You cannot make changes to these fields. The costing organization that controls the costs in your current organization and the costing method are displayed. . 2. When the Costing Method is Average. 3. and Average Costing. Cost Structure.

For inter-organization transfers. is also selected. or a future date. and then return to this field later to specify a default material sub-element. If you leave this field blank. The standard cost update process can be performed on the cost cutoff date. For standard costing. regardless of whether this field is populated. If the Cost Rollup identifies an organization with a default material overhead sub-element not set up. 6. select a material sub-element that this organization uses as a default when you define item costs. enter a Cost Cutoff Date. located in the Project Manufacturing Parameters. when costs are merged from another organization. 5. If the WMS cost group rules engine fails to . 11.Defining Costing Information 32 4. Optionally. Optionally. If you enter a date. select a Default Material Overhead Sub-Element from the list of values. Attention: Since a material sub-element is organization specific you must define the organization first. If the Project Cost Collection Enabled check box is selected. markup and shipping costs will use this value. 10. a standard costing. save your work. During the Supply Chain Rollup process. You normally select this option if you use encumbrances with Oracle Purchasing. 7. When you first define your parameters you can leave this field blank. all transactions prior to this date will be costed. For average costing. Indicate whether to defer logical transactions. 9. You can optionally choose another time. The default time is the first instant of the date. This will default into the Default Cost Group field for each sub inventory. You can restart cost processing by changing the cutoff date to blank. receiving organization will not cost a receipt if the sending organization did not already cost the transaction. The supply chain cost rollup will complete successfully. Caution: Transferring detail transaction distributions to the general ledger increases general ledger posting times due to the number of records created. Indicate whether to reverse encumbrance entry upon receipt in inventory. all available transactions will be costed. 8. a corresponding warning message will be printed in the log file. the default material subelement you select can be used for cost collection when Project Cost Collection Enabled is set. All transactions on or later than this date will not be costed. and the Enable Project References check box. Indicate whether all transactions are posted in detail to the general ledger. Indicate whether sub inventories can be associated with a given project and task. the cost collector process can transfer costs to project accounting. as usual. then the organization parameters. then the sub-element. Indicate the default cost group for the organization.

and LPN Parameters . Lot. This feature is available if you have Oracle Warehouse Management installed.Defining Revision. and LPN Parameters 33 find a cost group. and you are working with a WMS enabled organization 12. this cost group will be used.  Defining Revision. Lot. Serial. Serial. Define default Valuation Account details.

4. tabbed region. o Parent + Child: The parent lot acts as a prefix. Optionally. Across items: Enforce unique lot numbers for items across all organizations. Lot. Serial. Serial. then the child lot is P1-1. Indicate whether to add zeroes to right-justify the numeric portion of lot numbers (Zero Pad Suffix). select an alphanumeric lot number prefix to use for system-generated lot numbers when you generate lot numbers at the organization level. Indicate whether to add zeroes to right-justify the numeric portion of lot numbers (Zero Pad Suffix). Lot. 3. None: Unique lot numbers are not required. and LPN Parameters 34 To define Revision parameters: 1. 7. Indicate how to generate child lots if you lot control at the organization level. For example if the parent lot is P1. For example. 2. then WIP validates the length of the lot number against the length that you enter in this field. then the child lot is P2. 6. At organization level: The system uses values you enter in the Prefix.Defining Revision. and Total Length fields to automatically generate a lot number for an item when you receive it. Enter a starting revision to be the default for each new item. 3. 5. and the system adds the next available number to form the child lot. . Select the Revision. 9. 2. Select an option for lot number uniqueness. Zero Pad Suffix. define the maximum length for lot numbers. User-defined: You can define a lot number for an item when you receive it. Lot. Select an option for lot number generation. 8. Enter an alphanumeric prefix if you set the child lot generation to Parent + Child. If you use Oracle Work in Process and you set the WIP parameter to default the lot number based on inventory rules. To define Lot Control parameters: 1. Serial tab. if a parent lot is P1. Optionally. The available choices are: o Parent: The system bases the child lot numbers on the same sequence as the lot number. Select the Revision. Navigate to the Organization Parameters window. At item level: The system uses the starting lot number prefix and the starting lot number you define in the item master to automatically generate a lot number for an item when you receive it.

3. 14. then the system automatically creates lot-specific unit of measure conversions. Select an option for serial number generation. o No: You cannot transfer out of. Within inventory items: Enforce unique serial numbers for inventory items. The system creates a lot conversion only if the item is under dual unit of measure control. At organization level: Define the starting prefix and serial number information for items using the information you enter in the following fields of this window. If set to Yes or User Confirmation. Select an option for serial number uniqueness. This parameter controls what happens if lot statuses differ when you perform transactions. or produce material into an existing lot only if the on-hand balance of the destination organization is zero. then the system automatically creates lot level UOM conversions for lots that are created in Inventory and Process Manufacturing. This includes the prefix if applicable. To define Serial Control parameters: 1. Select the desired value for Allow Different Lot Status. 2. and creates a conversion between the transactional UOM and the secondary UOM. Serial tab. Select the Revision. 13. Lot. The values are: o Yes: You can transfer out of. Within organization: Enforce unique serial numbers within the current organization. Select Format Validation to ensure that manually entered lots conform to the predetermined naming convention. At item level: Define the starting serial number prefix and the starting serial number when you define the item. It does not automatically create lot-level UOM conversions for lots that are created in Work in Process. The system bases the conversion on lot quantities that you receive in the transactional UOM. . Select the desired value for Auto Create Lot UOM Conversion. or produce material into an existing lot. o With Exception: You can transfer out of.Defining Revision. The available values are: o Yes o No o User Confirmation o Null Note: If you enable this parameter. Lot. Enter the total amount of characters for the child lot. and LPN Parameters 35 10. receive into. Serial. 11. 12. receive into. receive into. Across organizations: Enforce unique serial numbers throughout all organizations. or produce material into an existing lot and the new quantity inherits the status of the existing lot. Select Copy Lot Attributes to ensure the child lots inherit the parent lot information.

Optionally. Pick. To define LPN generation options: 1. Enter the starting number from which LPNs the system generates LPNs. 2. If you do not select this option. 4. Indicate whether the system suggests serial numbers as part of the move order line allocating process. 3. select an alphanumeric serial number prefix to use for system-generated serial numbers when generation is at the organization level. To define LPN Generating Options: If you have Oracle Warehouse Management installed. you must manually enter the serial numbers in order to transact the move order. If serial number generation is at the organization level. and you are working with a Warehouse Management enabled organization. Optionally. you can define LPN Generating Options.  Defining ATP. you must enter a starting serial number.Defining ATP. Item-Sourcing Parameters . 5. enter a starting serial number to use for system-generated serial numbers. Pick. Enter the prefix to append to every LPN generated in this organization. 6. Enter the suffix to append to every LPN generated in this organization. Indicate if a UCC-128 suffix is appended to the LPN. Item-Sourcing Parameters 36 4.

Pick. Pick. the default is the ATP rule for the Master organization.Defining ATP. ATP rules define the options the system uses to calculate the available to promise quantity of an item. If you are using Oracle Order Management. Item-Sourcing Parameters 37 To define optional ATP and Picking defaults: 1. Attention: This rule will not be employed in a WMS enabled organization. 4. The WMS picking rules will be used. 2. Navigate to the Organization Parameters window. . Select the ATP. 3. Item-Sourcing tab. Picking rules define the priority that Order Management functions use to pick items. Select a default picking rule. Select a default ATP rule.

Select the ATP. this check box should be deselected in Warehouse Management enabled organizations. 10. Enter a default locator picking order. This value indicates the priority with which you pick items from a sub inventory. locator. Attention: A picking order of 1 means that order management functions pick items from that sub inventory or locator before others with a higher number (such as 2. None: No default source for item replenishment. 7. Select the Pick Confirmation Required check box if you want your pickers to manually pick confirm. and lot. Attention: For Oracle Warehouse Management to dispatch picking tasks to users. Select the organization used to replenish items. . 8. To define optional Item Sourcing defaults: 1. If you do not select the check box. 2. Select Overpicking for Transfer Orders Enabled to allow over allocation for move orders. then pick confirmation occurs automatically. if the reservation is fully detailed. where a given item resides. Item-Sourcing Parameters 38 5. 3. Item-Sourcing tab region. Select Enable Rules Override for Lot-Level Reservation to allow a reservation to take priority over an allocation. from a supplier you specify in Oracle Purchasing. relative to another locator. 9. Enter a default sub inventory picking order. 6. Pick. and so on). Pick. The value that you enter appears as the default when you define a sub inventory. Select Overpicking for Manufacturing Enabled to allow operators to over pick components and ingredients for WIP jobs and process batches. You must enter a value in this field if you selected Inventory in the Type field. Supplier: Replenish items externally. Select a source type for item replenishment. This value indicates the priority with which you pick items from a locator. This means that if an order has a reservation that includes all necessary details such as sub inventory.Defining ATP. relative to another sub inventory. The value you that enter appears as the default when you define a locator. then the system uses this reservation instead of picking rules to create the allocation. in which a given item resides. The source types are as follows: Inventory: Replenish items internally from another sub inventory in the same organization or another organization. 3.

Defining Inter-Organization Information

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4. Select the sub inventory used to replenish items. You must enter a value in this field if you selected your current organization in the Organization field. You cannot enter a value in this field if you selected Supplier in the Type field.

 Defining Inter-Organization Information

To define a default inter-organization transfer charge: 1. Navigate to the Organization Parameters window. 2. Select the Inter-Org Information tabbed region. 3. Select an Inter-Organization Transfer Charge option. None: Do not add transfer charges to a material transfer between organizations. Predefined percent: Automatically add a predefined percent of the transaction value when you perform the inter-organization transfer.

Defining Other Account Parameters

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Requested value: Enter the discrete value to add when you perform the interorganization transfer. Requested percent: Enter the discrete percentage of the transfer value to add when you perform the inter-organization transfer. 4. If you selected Predefined percent in the Inter-Organization Transfer Charge field, enter a percentage value to add to a material transfer. To define optional default inter-organization transfer accounts: 1. Select the Inter-Org Information tabbed region. 2. Enter default inter-organization cost accounts. These accounts are defaulted when you set up shipping information in the Inter-Organization Shipping Networks window.

 Defining Other Account Parameters

Defining Other Account Parameters

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To define Receiving Account information: 1. Navigate to the Organization Parameters window. Note: When you set up accounts the primary ledger restricts the legal entity and operating unit. 2. Select the Other Accounts tabbed region. 3. Enter a general ledger account to accumulate Purchase Price Variance for this organization. This is the variance that you record at the time you receive an item in inventory, and is the difference between the purchase order cost and an item's standard cost. Purchase price variance is calculated as: PPV = (PO unit price - standard unit cost) quantity received

4. 4. This account is required only when using average costing. Oracle Inventory passes this account to Oracle Purchasing when the requisition or purchase order is created. This is usually an expense account. Select the Other Accounts tabbed region. In addition. When you define your items. Enter a default Sales revenue account. Enter a default Cost of Goods Sold account. Invoice price variance is the difference between the purchase order price for an inventory item and the actual invoice price multiplied by the quantity invoiced. Oracle Payables also records invoice price variance for exchange rate gains and losses.Defining Other Account Parameters 42 Purchase price variance is not used for average costing. 2. Oracle Payables uses the invoice price variance account from the purchase order to record invoice price variance entries. To define Profit and Loss Account information: 1. Enter the deferred cogs account. this account is defaulted to the item's cost of goods sold account in the Costing attribute group. this account represents the inventory valuation error caused by issuing your inventory before processing your receipts. Save your work. 3. The Deferred COGS account holds the costs until Receivables recognizes the revenue. if you have exchange rate variances. This account represents your uninvoiced receipts and is usually part of your Accounts Payable Liabilities in the balance sheet. 5. Oracle Payables relieves this account when the invoice is matched and approved. this account is defaulted to the item's sales account in the Invoicing attribute group. 2. This is the default account when you define your sub inventories. Enter a general ledger account to accumulate Invoice Price Variance for this organization. Select the Other Accounts tabbed region. When you define your items. 6. Enter a default general ledger account to accumulate Encumbrance for this organization. . Enter a general ledger account to accumulate Inventory Accounts Payable Accrual for this organization. This is the account used by Oracle Purchasing to accrue your payable liabilities when you receive your items. Under average costing with negative quantity balances. When Oracle Payables matches and approves the invoice. To define Average Cost Account information: 1. 3.

Replicate Seed Data Run the concurrent Program Replicate seed data in System administrator responsibility Steps: 1. Switch to System Administrator responsibility N: File > Switch Responsibility > System Administrator > Ok 2.Replicate Seed Data 43 Note: Once work is saved User cannot change the Costing Method in Costing Information 4. Click on OK button .

Replicate Seed Data 44 3.Requests -> Run . N :.

Click on OK button .Replicate Seed Data 45 4.

Select the concurrent program name as Replicate Seed Data Enter the Parameter Operating Unit as ‘IVAS_OPERATING_UNIT’ Click on ok Submit the Request N: View -> Request -> Find -> Refresh Data . 8.Replicate Seed Data 46 5. 9. 7. 6.

Program Status should be completed Normal and check the View Output .Replicate Seed Data 47 10.

This will navigate you to the Define Profile Values page where you can add the value for all the relevant levels by navigating through the sub-tabs in that page.Multi-Org Human Resources User Profile 48 III. the system lists the values defined only at site level. Multi-Org Human Resources User Profile Define Profile Values The Site and Profiles with No Values check boxes on the Profile page are selected by default. then select that profile option and click Define Profile Values. To define a value for a profile option at some level. Switch to System Administrator responsibility N: Profile -> System . Steps 1. when a search is performed and a profile option is selected. To see the values defined at all the levels. uncheck these checkboxes before performing a search and selecting a profile option. Therefore.

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Check HR: Business Group at Site level as Vision Corporation .50 2. Enter the Profile and Click on Find 3.

These fields are disabled for HRMS users. Click on OK .Multi-Org Locations Locations are shared across Business Groups in HRMS and with two other Oracle applications: Inventory and Purchasing. For example. HRMS does not use some of the fields in the Location window. Switch to Inventory Responsibility 2. the Legal Address check box is readonly and supports future functionality in Oracle Financials. Steps: 1.Multi-Org Locations 51 IV.

N: Setup -> Organizations -> Locations .Multi-Org Locations 52 3.

Enter the name as LAREDO 5. Click on Address Details and Address .Multi-Org Locations 53 4.

Entered the mandatory fields .Multi-Org Locations 54 6.

but does not have to be unique across all Business Groups. Uncheck the Global check box if you want the location to only be available within the default Business Group of your current responsibility. 3. Note: You cannot amend the Global check box once you have set up your location. For information on the Name. Save and Close To enter a work location and its address: 1. If you are setting up a global location. 4. Click on OK button 8. Navigate to the Locations window. the location name must be unique within that Business Group and all global locations. Enter the name of the location. Description. If you are setting up a location for one Business Group. the location name must be unique across all Business Groups. and a description if required. and Address Details fields. . Global. Accept the default if you want the location to be a global location and therefore available to all Business Groups. 2. Inactive Date.Multi-Org Locations 55 7.

if your house number is 5a. For example. location addresses are truncated to 115 characters if the combined length of the location code and address lines 1. If a local address style exists for your country. See the following topic for information on the NSI reports. 7. Note: When you select a time zone. Canadian Payroll users: You enter Census Metropolitan Area codes here in the Location Address flexfield. Enter address information in this window. Select a time zone if you want to associate a time zone with the location. you enter 5 in the House Number field. US Users: In the EEO Exception Report. Irish users: You enter the employer's address here and attach it to the legal employer. 1234AB.2. If the mailing address of the location differs from the payroll taxation address. 9. US Payroll users: If you change a location address. and a in the House Number Addition field. Note: Dutch users: You must enter the postal code in the following format NNNNAA. Note: You can change existing address styles or create new ones if required. 6. 8. the international style is displayed. ensure that it corresponds to the location's address. Dutch users: Ensure you enter house number information for the Notification Social Insurance (NSI) reports. you need to enter an overriding address into the Payroll Tax fields. it is displayed as the default.Multi-Org Locations 56 5. Select a national address style from the list. Otherwise. US and Canadian users: The local style is only displayed if you have Vertex geocode data installed. for example. you need to update the location in the State Tax Rules window for each assignment at that location. Fill in information in the Shipping Details tabbed region. and 3 is greater than 115 characters. . Use the House Number Addition field if your house number contains an alpha value.

previously defined Ship-To Location-for example. that once you specify a separate Ship-To Location. You could select a separate. But if you wanted to change that default. that is the location that defaults onto your purchase orders. Ship-To Location: Usually the same as the location Name. selecting Ship-To Site makes the location Name a valid choice in the list of values for the Ship-To field on a purchase order header. if you wanted to create a location Name. however.Multi-Org Locations 57 Note: Selecting the check boxes means that you are making the location Name a valid location in the list of values on a Purchasing document. you can no longer enable the location Name as a Ship-To Site. Office A. therefore. and specify Receiving Dock A as its Ship-To Location. For example. the location Name that you define here and enable as a Ship-To or Bill-To site is available in the list of values for you to choose from in the Ship-To or Bill-To fields. Ship-To Site: Select this option to make the location Name a valid ship-to organization on a purchase order or requisition. . Note. Receiving Site: Select this option to make the location a valid receiving Location when creating a receipt or receiving transaction. Office A itself cannot also be the ship-to site. Receiving Dock A is the ship-to site for Office A. Contact: Optional contact name for the location Name. In this example. Note that if you define a default Ship-To or Bill-To Location in the Supplier-Purchasing region of the Financials Options window for your organization.

11. If you want to use the Extra Information button to enter additional information required by your business. Inventory Organization: Select an inventory organization within which this location will be available in the list of values on a Purchasing document. enter a defined location.Multi-Org Locations 58 Office Site: Select this option to indicate that this location Name is an office site. which is used by Payables. By selecting no inventory organization. The BillTo Site. Bill-To Site: Select this option to make the location Name a valid bill-to site. 10. Optionally fill in information in the Other Details tabbed region. . Internal Site: Select this option to make the location a valid internal ship-to location when creating an internal requisition. is specified on a purchase order header. such as a field office. This location should match the ship-to location specified on an ASN or ASBN. this location becomes available on Purchasing documents in all organizations. EDI Location: If you use Electronic Data Interchange (EDI) to receive Advance Shipment Notices (ASNs) or ASNs with billing information (ASBNs).

Multi-Org Locations 59 .

Your implementation team may have defined one or more types of extra information for you to record for: Locations Jobs Positions People Assignments Organization Element types Previous Job Contacts . Your system administrator may have created configured versions of the extra information windows so that you can use each version for one information type only.Multi-Org Locations 60 You enter extra information in one or more windows available from the main window (such as the Job window).

Enter the type of extra information. Delete the location. 4. To remove an address from the Location list: 1. 3. Note: To access extra information in the Organization window select the Others button in the Organization Classifications region. and save your changes. 2.61 To enter extra information: 1. Enter an inactive date when the location is no longer in use in your enterprise. Query the location you want to delete. To delete a location: 1. 3. but you do not want it to be selected today or in the future. Enter your extra information. Deleting Locations You can delete locations that have not been used. Click in the Details field to display the extra information fields you can enter. for example Job Category. . Save your work. Making Locations Inactive Making a location inactive prevents users from selecting it. enter an inactive date. Note: If a location is still in use. 2. Save the changes.

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