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Fundamentals of Multi-Org

Fundamentals of Multi-Org. Objectives. After completing this lesson, you should be able to do the following: Define Multiple Organization (Multi-Org) Discuss the types of organizations supported in the Multi-Org model Explain the entities of Multi-Org Explain how Multi-Org secures data

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Fundamentals of Multi-Org

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  1. Fundamentals of Multi-Org

  2. Objectives After completing this lesson, you should be able to do the following: • Define Multiple Organization (Multi-Org) • Discuss the types of organizations supported in the Multi-Org model • Explain the entities of Multi-Org • Explain how Multi-Org secures data • Identify key implementation considerations • Define Multi-Org Access Control (MOAC) • Explain Multi-Org preferences • Explain Enhanced Multiple-Organization Reporting

  3. What Is Multi-Org? • A server-side (applications and database) enhancement that enables single installation of Oracle Applications • Keeps transaction data and some setup data separate and secure by different lines of business

  4. Basic Business Needs The Multi-Org enhancement provides features that enable you to: • Support multiple business units even if they use different ledgers • Secure access to data on a single instance by line of business • Define different organizational models • Sell and ship from different legal entities • Procure and receive from different legal entities • Produce reports across entities or within a single entity

  5. Organization Types Supported in the Multi-Org Model

  6. Types of Organizations Supported in the Multi-Org Model Balancing Entity/Funds Business Group HR Bal Seg 1 Ledger GL, FA Bal Seg 2 Flexfield Security Rule GRE/Legal entity AP, PO, AR, OM, and so on Operating Unit Inventory Organization INV, MFG Ship

  7. Business Group Business Group HR A Business Group can be set up to model a consolidated enterprise, a major division, or an operating company—without any accounting impact. You must have at least one Business Group.

  8. Ledger- A Ledger is a financial reporting entity Business Group HR GL Accounting Setup Manager Ledger US GAAP US COA US Calendar EURO $ • The Ledger concept is similar in a Multi-Org environment. General Ledger secures transaction information (journal entries, balances) by Ledger. When you use General Ledger, you select a responsibility that specifies a particular Ledger with information relevant to only that Ledger. Ledger $- Reporting Currency

  9. Legal Entity Business Group HR GL Ledger GRE/Legal entity A Legal entity identified through the registration with Legal Authority represents a legal company for which you prepare fiscal or tax reports

  10. Operating Unit Business Group HR GL Ledger Legal entity AP, PO, AR, OM, and so on Operating Unit

  11. Balancing Entity Balancing Entity/Funds Business Group HR Bal Seg 1 GL, FA Ledger Bal Seg 2 Flexfield Security Rule GRE/Legal entity AP, PO, AR, OM, and so on Operating Unit

  12. LE1 2 1 C1 C2 LE1 10 20 10 3 LE1 Div 1 Div 2 LOB 1 LOB 2 10 20 30 10 20 30 Balancing Entity: Examples Balancing segment values

  13. Inventory Organization Balancing Entity/Funds Business Group HR Bal Seg 1 GL, FA Ledger Bal Seg 2 Flexfield Security Rule GRE/Legal entity AP, PO, AR, OM, and so on Operating Unit Inventory Organization INV, MFG Ship

  14. Ledger LE LE OU OU OU MIO IO IO IO IO IO IO Sample Organization Structure

  15. Corporate US Canada Japan US Canada Japan Tokara Islands Chicago West East Inventory Warehouse Calgary Manufacturing Montreal Inventory Quebec Manufacturing Define the Organization Structure

  16. Original Wid Co. Ledger US 1 (LE) West Ops (OU) Plant 1 (IO) Adding to the Organization Structure Add New Wid Co. Ledger US 1(LE) US 2(LE) West Ops (OU) East Ops (OU) Plant 1 (IO) Plant 2 (IO)

  17. How Multi-Org Secures Data

  18. Select Tied to an Users Responsibilities Operating Unit Security Model The responsibility is key to multi-org security and reporting. It determines: • Operating unit • Reporting ability

  19. Data Security by Application

  20. Global Registries Operations US Distribution SNG Supplier ABC Corporation Address 1: New York, NY Address 2: Orlando, FL Address 3: Green Bay, WI Address 1: Austin, TX Address 2: New York, NY New York Singapore Note the separation of supplier sites by OU.

  21. Ledger_ COB_ ROB_ BG_ HR_ LE_ OU_ IO_ Organization Naming Considerations Ledgers Inventory Organization Organization GM_ VO_

  22. Define Multi-Org Access Control (MOAC) User access to multiple operating units is called Multi-Org Access Control. The primary topics of discussion for MOAC are: • Features that support various functionalities • Benefits • Setup and process • Dependencies and interactions

  23. Features of MOAC • Access one or more operating units using single responsibility. • Enhanced reporting capability using: • Reporting-level parameter • Reporting context

  24. Mexico Canada US Operating Unit Operating Unit Operating Unit Responsibility Benefits of MOAC Using MOAC, a user can perform tasks for multiple operating units (OU) without changing their responsibilities. • Tasks users can perform using MOAC in multiple OUs: • Enter Payables Invoices. • View Consolidated Requisitions. • Perform Collections. • Process Receiving and Drop Shipments. • Perform Customer Data Management. • Perform Accounting Setup.

  25. Application checks user’s access privilege. MOAC: Setup and Process SETUP PROCESS Define Operating Units. Login and select a responsibility. Launch a Form. Create security profile. Run Security List Maintenance. Set profile options. Process data for Operating Units. Automated process

  26. Accounting Setup Manager (ASM) Define Legal Entities Dashboard. Assign/view Legal Entities. Define Ledger. Define OU.

  27. Financials Accounting Setup Manager (Or) HRMS OrganizationForm MOAC Setup: Create an Operating Unit

  28. Dependencies and Interactions of MOAC • Oracle HRMS: • Define operating units. • Set up Multi-Org Security Profiles. • Accounting Setup Manager: • Define operating units. • View all operating units assigned to the primary ledger. • Oracle E-Business Suite products that use Operating Units: • Process data across multiple operating units using MOAC.

  29. Dependencies and Interactions of MOAC

  30. Multi-Org Preferences: Description User Level Preferences: • Specify User Level Preferences. • Identify a subset of operating units to access. • Set default Operating Unit specific to that user.

  31. SETUP Set up Multi-Org Access Control. Enhanced Multi-Org Reporting:Setup and Process PROCESS Select a responsibility. Open Requests Program. • Run reports for multiple operating units from a single responsibility. • Reduce reporting time. • Improve efficiency. Program checks access privilege. Select Operating Unit and Run Report. Automated process

  32. Quiz Users can change the responsibility to access different operating units by using MOAC. • True • False

  33. Quiz An inventory organization represents an organization, for which you track inventory transactions and balances, and manufacture or distribute products. • True • False

  34. Quiz Multi-Org is a server-side (applications and database) enhancement that enables single installation of Oracle Applications. • True • False

  35. Quiz Which of the following profile options links an Operating Unit to a Responsibility? • MO: Operating Unit • MO: Security Profile • MO: Set Client_Info for Debugging • MO: Default Operating Unit

  36. Summary In this lesson, you should have learned how to: • Define Multi-Org • Explain the Multi-Org entities • Explain how data is secured • Identify key implementation considerations • Define Multi-Org Access Control • Explain Multi-Org preferences • Explain Enhanced Multiple-Organization Reporting

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