Setting Up Multi Org Structure in R12
Setting Up Multi Org Structure in R12
Setting Up Multi Org Structure in R12
Define Location
Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:
Human Resources
Navigation
PgSQL
1 SELECT *
2
3
FROM HR_LOCATIONS_ALL
WHERE location_code = 'XXAOA';
4
5 SELECT *
6
7
FROM HR_LOCATIONS_ALL_TL
WHERE location_code = 'XXAOA';
After selecting the Address style you will be prompted to enter the details of the location as shown in the form below.
After entering the location details click on OK button and enter the time zone as shown in the screen shot.
Navigate to the shipping tab and the values are populated as shown.
Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:
Human Resources
Enter the business group name and the location created in the previous step and save the changes.
PgSQL
1 SELECT *
2
FROM HR_ORGANIZATION_UNITS
Select the LOV as business group under the Name field in the organization classifications block
Check the enabled check box for the business group name and save the changes
Click on the Others button and select the Business Group Info from the additional information window click on ok
With details:
Click OK Button
PgSQL
1 SELECT *
2
FROM HR_ORGANIZATION_INFORMATION
As per the structure defined above we have our business in 2 different geographical locations, hence we need to create 2 legal entities. The 2 legal
entities to be created are:
1.
2.
Navigate to Setup > Financials > Accounting Setup Manager > Accounting Setups
Click on Create New Address radio Button and enter the details:
Confirmation message:
Script:
PgSQL
1 SELECT *
2
HZ_GEOGRAPHIES HzGeographies,
HZ_ORG_PROFILES_CPUI_V HzOrgProfiles,
XLE_LOOKUPS lkp
WHERE EntityProfileEO.GEOGRAPHY_ID=HzGeographies.GEOGRAPHY_ID
AND
EntityProfileEO.PARTY_ID=HzOrgProfiles.PARTY_ID
AND
lkp.LOOKUP_TYPE='XLE_YES_NO'
AND
lkp.LOOKUP_CODE=EntityProfileEO.TRANSACTING_ENTITY_FLAG
Create Ledgers
In the above scenario we need to create 2 ledgers and this depends on the following:
1.
Currency
2.
Calendar
3.
Chart of Accounts
In multi org structure we will follow the same calendar,currency and chart of accounts for the companies. In the above scenario as we have the
companies in 2 different countries we will have 2 different ledgers.
1.
India Ledger
2.
USA Ledger
Navigate to Setup > Financials > Accounting Setup Manager > Accounting Setups
As we have already created the legal entity we can move forward and click on the next button
Click Finish
PgSQL
1 SELECT *
2
FROM gl_ledgers;
Navigate to Setup > Financials > Accounting Setup Manager > Accounting Setups
Assign legal entity to the ledger by clicking on the add legal entity button
Search for the legal entity created above and select the legal entity created for INDIA
The legal entity has now been assigned to the ledger. Now click on the update button next to the operating unit setup options
Enter the details. Assign the business group and legal entity created from the above steps to the operating unit and click on apply button
Click complete
Verify the confirmation message and note down the request number and verify the status of the request.
Create the operating nit for the USA legder in the similar manner :
PgSQL
1 SELECT *
2
FROM HR_ORGANIZATION_INFORMATION
Human Resources
Select the list of values icon under the name filed in the organization classifications
Check the enabled button and save the changes. Then click the others button
Press TAB
Select the ledger and legal entity name from the list of values and click ok
Click ok
Click others
PgSQL
1 SELECT *
2
FROM HR_ORGANIZATION_INFORMATION
Save the changes and read the note carefully to understand the implications of inventory organization costing method
Script:
PgSQL
1 SELECT *
2
FROM MTL_PARAMETERS_VIEW
Reports/Programs:
In order to use the operating unit we need to run the Replicate seed data concurrent program from system administrator responsibility
Run the same concurrent program for all the operating units
Run the Multi-Org Validation Report and check the output for no validations
SECURITY PROFILE: is used for the selection of operating units from the same business group
GLOBAL SECURITY PROFILE: is used for the selection of operating units from the different business group
Human Resources
Select a name for the profile and attach the business group created.
Select the security type as Secure organizations by organization hierarchy and/or organization list
Select operating unit under classification and the operating unit name created under the organization name. Save the changes
Add the operating units for which the MOAC feature needs to be shared.
Select the responsibility created and enter the profile as MO: Security Profile and click on the find button
Select the security profile name created from the LOV and save the changes.