4a. edu lesson 7 fundamentals of multi-org

7/23/2019 4a. EDU Lesson 7 Fundamentals of Multi-Org

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Fundamentals of Multi-Org



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Objectives

After completing this lesson, yo shold !e a!le to do thefollo"ing#

$ %efine &ltiple Organi'ation (&lti-Org)

$ %iscss the types of organi'ations spported in the &lti-

Org model$ *+plain the entities of &lti-Org

$ *+plain ho" &lti-Org secres data

$ dentify ey implementation considerations

$ %efine &lti-Org Access Control (&OAC)$ *+plain &lti-Org preferences

$ *+plain *nhanced &ltiple-Organi'ation eporting



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What Is Multi-Org?

$ A server-side (applications and data!ase) enhancementthat ena!les single installation of Oracle Applications

$ eeps transaction data and some setp data separate andsecre !y different lines of !siness




Basic Business Needs

he &lti-Org enhancement provides featres that ena!le yoto#

$ 3pport mltiple !siness nits even if they se differentledgers

$ 3ecre access to data on a single instance !y line of!siness

$ %efine different organi'ational models

$ 3ell and ship from different legal entities

$ 4rocre and receive from different legal entities

$ 4rodce reports across entities or "ithin a single entity




Organization T!es "u!!orted inthe Multi-Org Model




#$% F&

&'% 'O%

&(% OM%and so on

IN)% MF#"hi!

Balancing*ntit+Funds,(

InventorOrganization

O!erating nit

#(*+$egal entit

$edger

Business #rou!

Bal "eg .

Fle/field"ecurit (ule

T!es of Organizations "u!!orted in the Multi-Org Model

Bal "eg 0


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Business #rou!

,(Business #rou!

& Business #rou! can be set u! tomodel a consolidated enter!rise% amajor division% or an o!eratingcom!an12ithout an accountingim!act3

4ou must have at least one Business#rou!3


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$edger-& $edger is a financial re!orting entit

8edger

93 :AA493 COA

93 Calendar

*9O ;

$edger

&ccounting "etu! Manager #$

5- (e!orting 6urrenc

,(Business #rou!

The $edger conce!t is similar in a

Multi-Org environment3 #eneral $edgersecures transaction information7journal entries% balances8 b $edger3When ou use #eneral $edger% ouselect a res!onsibilit that s!ecifies a!articular $edger 2ith informationrelevant to onl that $edger3


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$egal *ntit

#$$edger

#(*+$egal entit

,(Business #rou!

& $egal entit identified through the registration2ith $egal &uthorit re!resents a legalcom!an for 2hich ou !re!are fiscal or ta/

re!orts



O!erating nit

&'% 'O%&(% OM% and

so on

O!erating nit

#$$edger

$egal entit

,(Business #rou!



Balancing *ntit

&'% 'O%&(% OM% and

so on

O!erating nit

#$% F&$edger

#(*+$egal entit

,(Business #rou! Balancing*ntit+Funds


Bal "eg .

Bal "eg 0



Balancing *ntit9 */am!les

6.

$*.

60 0:.:

0

$OB .

$*.

$OB 0

.: ;:0:

;

.

<iv .

$*.

<iv 0

.:

.:

;:

0:Balancingsegmentvalues



Inventor Organization

IN)% MF#"hi!

InventorOrganization

&'% 'O%&(% OM% and

so on

O!erating nit

#$% F&$edger

#(*+$egal entit

,(Business #rou! Balancing*ntit+Funds


Bal "eg 0

Bal "eg .



"am!le Organization "tructure

$*$*

$edger

IO

O

IO IO IOIO IOMIO

O O



<efine the Organization "tructure

"

"

6hicago

=a!an

=a!an

6or!orate

6anada

6anada

*astTo>araIslands

Inventor

6algarManufacturing

Warehouse

West

uebecManufacturing

MontrealInventor



&dding to the Organization "tructure

West O!s

7O8

'lant .7IO8

Wid 6o3$edger

" .7$*8

Original

'lant .7IO8

Wid 6o3$edger

*ast O!s

7O8

'lant 07IO8

" .7$*8

" 07$*8

West O!s

7O8

&dd Ne2



,o2 Multi-Org "ecures <ata



sers (es!onsibilitiesO!erating

nit

"elect Tied to an

"ecurit Model

he responsi!ility is ey to mlti-org secrity and reporting. tdetermines#

$ Operating nit

$ eporting a!ility


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<ata "ecurit b &!!lication

&!!lication 'artitioned B

:8 8edger

=A Asset >oo

? >siness :rop

O&, A, A4, 4O, C*, 4A,

A3, 3C, A3O, A3@, A3

Operating 9nit

@, &=: nventory Organi'ation



"inga!ore

O!erations"

Ne2 4or>

"u!!lier &B66or!oration

&ddress .9Ne2 4or>% N4

&ddress 09Orlando% F$

&ddress ;9#reen Ba% WI

&ddress .9&ustin% T@

&ddress 09Ne2 4or>% N4

Note the se!aration of su!!lier sites b O3

#lobal (egistries

<istribution"N#



Organization Naming 6onsiderations

$edgerA

6OBA (OBA

B#A

,(A

$*A

OA

IOA

$edgers InventorOrganization

Organization

#MA

)OA



<efine Multi-Org &ccess 6ontrol 7MO&68

9ser access to mltiple operating nits is called &lti-Org Access Control. he primary topics of discssion for &OAC are#

$ =eatres that spport varios fnctionalities

$ >enefits

$ 3etp and process$ %ependencies and interactions



Features of MO&6

$ Access one or more operating nits sing singleresponsi!ility.

$ *nhanced reporting capa!ility sing#

B eporting-level parameter

Beporting conte+t



Benefits of MO&6

9sing &OAC, a ser can perform tass for mltiple operatingnits (O9) "ithot changing their responsi!ilities.

(es!onsibilit

Me/ico

O!erating nit

6anada

O!erating nit

"

O!erating nit

ass sers can perform sing&OAC in mltiple O9s#

$ *nter 4aya!les nvoices.$ ie" Consolidated

eisitions.

$ 4erform Collections.

$ 4rocess eceiving and

%rop 3hipments.$ 4erform Cstomer %ata

&anagement.

$ 4erform Acconting3etp.



MO&69 "etu! and 'rocess

&utomated !rocess

"*T'

6reate

securit !rofile3

"et !rofile o!tions3

(un "ecurit $istMaintenance3

<efineO!erating nits3

'(O6*""

$ogin and selecta res!onsibilit3

$aunch a Form3

'rocess data forO!erating nits3

&!!licationchec>s users

access !rivilege3




&ccounting "etu! Manager 7&"M8

<efine

$egal *ntities <ashboard3

<efine $edger3

<efine O3

&ssign+vie2 $egal

*ntities3




MO&6 "etu!9 6reate an O!erating nit

=inancials Acconting3etp &anager

(Or)

?&3 Organi'ation

=orm




<e!endencies and Interactions of MO&6

$ Oracle ?&3# B %efine operating nits.

B 3et p &lti-Org 3ecrity 4rofiles.

$ Acconting 3etp &anager#

B %efine operating nits. B ie" all operating nits assigned to the primary ledger.

$ Oracle *->siness 3ite prodcts that se Operating 9nits#

B 4rocess data across mltiple operating nits sing &OAC.



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<e!endencies and Interactions of MO&6

'roduct name $everaging Multi-Org &ccess 6ontrol feature

'aables edce processing time "ith the a!ility to enter invoices formltiple operating nits "ithot s"itching responsi!ilities.

edce processing cost "ith the a!ility to pay invoices formltiple operating nits in a single pay rn.

(eceivables 4rovide glo!al information for decision maing prposes "ithne" cross-organi'ation reports.

'urchasing 4rovide the a!ility to negotiate disconts armed "ithconsolidated reisition demands.

6ollections s a glo!al collections agency "ith consolidated vie" of cstomer

acconts and collection tass for mltiple operating nits

&ccounting "etu!Manager

Create ledgers and operating nits throgh the Acconting 3etp&anager.




Multi-Org 'references9 <escri!tion

9ser 8evel 4references#$ 3pecify 9ser 8evel 4references.

$ dentify a s!set of operating nits to access.

$ 3et defalt Operating 9nit specific to that ser.




*nhanced Multi-Org (e!orting9"etu! and 'rocess

'rogramchec>s

access !rivilege3

&utomated !rocess

'(O6*"""*T'

"et u! Multi-Org&ccess 6ontrol3

"elect ares!onsibilit3

O!en (eCuests'rogram3

"elect O!erating nitand (un (e!ort3

$ n reports formltiple operatingnits from a singleresponsi!ility.

$ edce reporting time.

$ mprove efficiency.




uiz

9sers can change the responsi!ility to access differentoperating nits !y sing &OAC.

a. re

!. =alse




uiz

An inventory organi'ation represents an organi'ation, for "hichyo trac inventory transactions and !alances, andmanfactre or distri!te prodcts.

a. re

!. =alse




uiz

&lti-Org is a server-side (applications and data!ase)enhancement that ena!les single installation of Oracle Applications.

a. re

!. =alse




uiz

Dhich of the follo"ing profile options lins an Operating 9nit toa esponsi!ilityE

a. &O# Operating 9nit

!. &O# 3ecrity 4rofile

c. &O# 3et ClientFnfo for %e!ggingd. &O# %efalt Operating 9nit



"ummar

n this lesson, yo shold have learned ho" to#$ %efine &lti-Org

$ *+plain the &lti-Org entities

$ *+plain ho" data is secred

$ dentify ey implementation considerations$ %efine &lti-Org Access Control

$ *+plain &lti-Org preferences

$ *+plain *nhanced &ltiple-Organi'ation eporting

4a. edu lesson 7 fundamentals of multi-org

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