Implementing Multiple Organizations on Oracle

  • View
    218

  • Download
    0

Embed Size (px)

Text of Implementing Multiple Organizations on Oracle

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    1/42

    Implementing Multiple Organizations

    in Release 12

    Alyssa Johnson

    Solution Beacon

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    2/42

    Agenda

    Benefits of Implementing Multiple Organizations

    Implementation Checklist Define Organization Relationship

    What is Multi-Org Access Control

    Setup

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    2

    Security Profile

    Run Security List Maintenance

    Profile Options

    User Preferences

    Technical

    Profile Options

    Summary

    More Information

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    3/42

    Benefits of ImplementingMultiple Organizations

    3

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    4/42

    Benefits

    Secure Access

    Data Security Inventory Organization Security by Responsibility

    Operating Unit Security by Responsibility

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    4

    Receive Goods into An Inventory Org Automatic Accounting for Internal Req

    Multiple Organization Reporting

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    5/42

    Implementation Checklist

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    6/42

    Implementation Checklist

    1. Develop the Organization Structure

    2. Define Accounting Setups

    3. Assign Balancing Segment Values by Legal Entity4. Define Locations

    5. Define Business Groups (optional)

    6. Define Organizations

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    6

    .

    8. Define Responsibilities9. Associate Responsibilities with Business Groups

    10. Define Security Profile and Multiple Organizations (MO) Profile Options

    11. Verify Order Management System Parameter Settings

    12. Set Application-Specific Profile Options Specific to Operating Unit

    13. Define Inventory Organization Security (optional)14. Implement the Applications Products

    15. Run the Multiple Organizations Setup Validation Report (recommended)

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    7/42

    Define Organization Relationship

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    8/42

    Define Organization Relationships

    Associate the

    Operating Unit withthe Primary Ledgerand DefaultLegal

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    8

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    9/42

    What isMulti-Org Access Control?

    9

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    10/42

    FRANCE

    Operating Unit

    What is Multi-Org Access Control?

    USA

    Operating Unit

    Responsibility Responsibility Responsibility

    CANADA

    Operating Unit

    United States

    Legal Entity

    Canada

    Legal Entity

    France

    Legal Entity

    Release 11i

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    10

    USA

    Operating Unit

    Responsibility

    Release 12

    United StatesLedger

    Canada

    Ledger

    France

    Ledger

    CANADA

    Operating Unit

    FRANCE

    Operating Unit

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    11/42

    What is Multi-Org Access Control?

    US Operations

    Ledger

    Structure for Business Operating in US only

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    11

    Western

    Operating Unit

    Northeast

    Operating Unit

    Responsibility

    South

    Operating Unit

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    12/42

    What is Multi-Org Access Control?

    Multi-Org Access Control = MOAC

    Access multiple operating units within a singleapplication responsibility

    Increase effectiveness of Shared Service Centers

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    12

    er orm as s or an across mu p e opera ng un s View information

    Enter transactions

    Process data

    Run reports

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    13/42

    What is Multi-Org Access Control?

    y

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    13

    View data across

    Operating Units

    Que

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    14/42

    What is Multi-Org Access Control?

    try

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    14

    Users can access all

    operating units assigned

    to responsibility/userDataE

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    15/42

    What is Multi-Org Access Control?

    419 concurrent

    processes can be run

    for Multiple OUs

    quests

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    15

    If OU left blank,

    runs for all OUsassigned to

    responsibility/userCon

    currentR

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    16/42

    What is Multi-Org Access Control?

    quests

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    16

    If process can be run for

    only Single OU, Operating

    Unit is required and

    populates this new field

    Con

    currentR

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    17/42

    What is Multi-Org Access Control?

    Subledgers that leverage MOAC

    InventoryPurchasing

    Payables

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    17

    ReceivablesAssets

    Work in Process

    ProjectsOrder Management

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    18/42

    Setup

    18

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    19/42

    Setup

    Operating Units

    HRMSOrganizationForm Work

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    19

    Organization Description

    Operating Unitis Classificationfor anOrganization

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    20/42

    Setup

    Operating Units

    GL Accounting Setup

    Manager Setup Financials

    Accounting SetupManager

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners.

    20

    Setup at same timeas other AccountingSetups

    All relevant operatingunits are assigned to

    appropriate ledger

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    21/42

    Setup

    Security Profile

    BusinessBusiness

    GroupGroupSecurity Profile NameSecurity Profile Name

    Operating Units Not In Exclusive Organizational Node

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners. 21

    Security TypeSecurity Type

    Operating UnitsOperating Units

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    22/42

    Setup

    Security Profile

    Based on Organizational Hierarchy

    Security Profile NameSecurity Profile Name BusinessBusiness

    GroupGroup

    Copyright 2010 Solution Beacon, LLC All Rights Reserved Any other commercial product namesherein are trademark, registered trademarks or service marks of their respective owners. 2222

    Security TypeSecurity Type

    Operating UnitsOperating Units

    Organization HierarchyOrganization Hierarchy

    Include Top OrganizationInclude Top Organization

  • 7/28/2019 Implementing Multiple Organizations on Oracle

    23/42

    Setup

    Run Security List Maintenance

    Run after any

    change to a securityprofile

    Generate Lists for

    Copyright 2010 Solution Beacon, LLC All Rights Reserved