Multi-Org Question for 11.5.10
Posted: Thu Nov 01, 2007 2:32 pm
My client is upgrading the 11.5.10 and wants to use the multi-org function. Has any of the following requirements changed for using multi-org in 11.510, see below:
1. Define Organization Structure.
* This is a pen and paper process of setting up the organizations structure.
* Assign organization classification in the following order:
(1) legal entities, (2) operating units, and (3) inventory organizations.
2. Define Sets of Books.
* Use Define Set of Books window to enter a set of books.
* Responsibilities used to assign sets of books:
- Assets - Setup -> Financials -> General Ledger -> Set of Books
- General Ledger - Setup -> Set of Books -> Define
- Inventory - Setup -> Financials -> Books
- Payables - Setup -> Set of Books -> Define
- Purchasing Receivables - Setup -> Organizations -> Set of Books
- Receivables - Set Up -> Financials -> Books
3. Define Organizations.
* Use Define Organizations window to define organizations.
* Responsibilities used to assign organizations:
- Inventory - Setup -> Organizations -> Organizations
- Purchasing - Setup -> Organizations -> Organizations
- Order Entry / Shipping - Set Up -> Organizations -> Organization
- Projects - Setup > Human Resources -> Organizations -> Define
- Receivables - Set Up > System -> Organization
* Define Business Groups. (Optional)
- Define if you have multiple business groups or do not use default
business group.
- You must have at least one business group. Oracle Applications
supplies default business group, Setup business Group (fresh install).
- If you define business group next step must be to associate business
groups with a responsibility and verify the HR:Business Group profile
option. (See step 5.)
4. Define Organization Relationships.
* Use the Define Organization window to define organization relationships
by assigning classifications to each organization.
- Classification of an organization can be any combination in the
following order: (1) legal entities, (2) operating units, and
(3) inventory organizations.
- Legal entities must have a location specified.
(Zoom to Define Locations window.)
- A concurrent program automatically replicates seed data for each new
organization.
5. Define Responsibilities.
* Use the Define Responsibility window to define responsibilities for each
operating unit.
* Responsibilities used to assign responsibilities:
- System Administrator - Security -> Responsibility -> Define
* If you have multiple business group, you must associate each
responsibility with one and only one business group.
Also if I create an operating unit and decide to end date or disable a certain operating unit, will the the history data still be available for me to view in 11.5.10?
Anne
1. Define Organization Structure.
* This is a pen and paper process of setting up the organizations structure.
* Assign organization classification in the following order:
(1) legal entities, (2) operating units, and (3) inventory organizations.
2. Define Sets of Books.
* Use Define Set of Books window to enter a set of books.
* Responsibilities used to assign sets of books:
- Assets - Setup -> Financials -> General Ledger -> Set of Books
- General Ledger - Setup -> Set of Books -> Define
- Inventory - Setup -> Financials -> Books
- Payables - Setup -> Set of Books -> Define
- Purchasing Receivables - Setup -> Organizations -> Set of Books
- Receivables - Set Up -> Financials -> Books
3. Define Organizations.
* Use Define Organizations window to define organizations.
* Responsibilities used to assign organizations:
- Inventory - Setup -> Organizations -> Organizations
- Purchasing - Setup -> Organizations -> Organizations
- Order Entry / Shipping - Set Up -> Organizations -> Organization
- Projects - Setup > Human Resources -> Organizations -> Define
- Receivables - Set Up > System -> Organization
* Define Business Groups. (Optional)
- Define if you have multiple business groups or do not use default
business group.
- You must have at least one business group. Oracle Applications
supplies default business group, Setup business Group (fresh install).
- If you define business group next step must be to associate business
groups with a responsibility and verify the HR:Business Group profile
option. (See step 5.)
4. Define Organization Relationships.
* Use the Define Organization window to define organization relationships
by assigning classifications to each organization.
- Classification of an organization can be any combination in the
following order: (1) legal entities, (2) operating units, and
(3) inventory organizations.
- Legal entities must have a location specified.
(Zoom to Define Locations window.)
- A concurrent program automatically replicates seed data for each new
organization.
5. Define Responsibilities.
* Use the Define Responsibility window to define responsibilities for each
operating unit.
* Responsibilities used to assign responsibilities:
- System Administrator - Security -> Responsibility -> Define
* If you have multiple business group, you must associate each
responsibility with one and only one business group.
Also if I create an operating unit and decide to end date or disable a certain operating unit, will the the history data still be available for me to view in 11.5.10?
Anne