Implementing Multiple Organizations on Oracle

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    Implementing Multiple Organizations

    in Release 12

    Alyssa Johnson

    Solution Beacon

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    Agenda

    Benefits of Implementing Multiple Organizations

    Implementation Checklist Define Organization Relationship

    What is Multi-Org Access Control

    Setup

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    Security Profile

    Run Security List Maintenance

    Profile Options

    User Preferences

    Technical

    Profile Options

    Summary

    More Information

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    Benefits of ImplementingMultiple Organizations

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    Benefits

    Secure Access

    Data Security Inventory Organization Security by Responsibility

    Operating Unit Security by Responsibility

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    Receive Goods into An Inventory Org Automatic Accounting for Internal Req

    Multiple Organization Reporting

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    Implementation Checklist

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    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

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    .

    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)

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    Define Organization Relationship

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    Define Organization Relationships

    Associate the

    Operating Unit withthe Primary Ledgerand DefaultLegal

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    What isMulti-Org Access Control?

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    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

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    USA

    Operating Unit

    Responsibility

    Release 12

    United StatesLedger

    Canada

    Ledger

    France

    Ledger

    CANADA

    Operating Unit

    FRANCE

    Operating Unit

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    What is Multi-Org Access Control?

    US Operations

    Ledger

    Structure for Business Operating in US only

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    Western

    Operating Unit

    Northeast

    Operating Unit

    Responsibility

    South

    Operating Unit

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    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

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

    Enter transactions

    Process data

    Run reports

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    What is Multi-Org Access Control?

    y

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    View data across

    Operating Units

    Que

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    What is Multi-Org Access Control?

    try

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    Users can access all

    operating units assigned

    to responsibility/userDataE

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    What is Multi-Org Access Control?

    419 concurrent

    processes can be run

    for Multiple OUs

    quests

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    If OU left blank,

    runs for all OUsassigned to

    responsibility/userCon

    currentR

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    What is Multi-Org Access Control?

    quests

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    If process can be run for

    only Single OU, Operating

    Unit is required and

    populates this new field

    Con

    currentR

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    What is Multi-Org Access Control?

    Subledgers that leverage MOAC

    InventoryPurchasing

    Payables

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    ReceivablesAssets

    Work in Process

    ProjectsOrder Management

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    Setup

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    Setup

    Operating Units

    HRMSOrganizationForm Work

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    Organization Description

    Operating Unitis Classificationfor anOrganization

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    Setup

    Operating Units

    GL Accounting Setup

    Manager Setup Financials

    Accounting SetupManager

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    Setup at same timeas other AccountingSetups

    All relevant operatingunits are assigned to

    appropriate ledger

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    Setup

    Security Profile

    BusinessBusiness

    GroupGroupSecurity Profile NameSecurity Profile Name

    Operating Units Not In Exclusive Organizational Node

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    Security TypeSecurity Type

    Operating UnitsOperating Units

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    Setup

    Security Profile

    Based on Organizational Hierarchy

    Security Profile NameSecurity Profile Name BusinessBusiness

    GroupGroup

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    Security TypeSecurity Type

    Operating UnitsOperating Units

    Organization HierarchyOrganization Hierarchy

    Include Top OrganizationInclude Top Organization

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    Setup

    Run Security List Maintenance

    Run after any

    change to a securityprofile

    Generate Lists for

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    All Security Profiles inOne Named Business

    Group

    One Named Security

    Profile

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    Setup Profile Options

    Can be assigned to Responsibility or User

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    Setup User Preferences

    Users can manage the

    profiles assigned tothem through a easy to

    use interface

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    ys em m n s ra or

    add function

    FNDMOPREFS to user

    menu

    Menu addition

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    Setup User Preferences

    Resulting Menu

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    Setup User Preferences

    User can change

    default Operating Unitwithout navigating to

    Profile Options

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    Default will populatefirst in Operating Unit

    Field

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    Setup User Preferences

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    Setup User Preferences

    Only those OUs set

    as preferred will

    show up in the List

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    Utilize if single OUprocessing most

    efficient

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    Setup User Preferences

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    Technical

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    Technical - Customizations

    Virtual Private Database (VPD) feature will replace usage ofCLIENT_INFO(Org Context) function in Multi-Org Architecture

    Release 11iscript to access data begindbms_application_info.set_client_info('&org_id');end;/select * from o_headers

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    /

    Release 12 must request access through Security Policy in the database begin

    mo_global.set_policy_context('S', &org_id); end;

    /select * from po_headers

    / Custom forms and reports need to be initialized to secure access through

    security profile

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    Technical Concurrent Programs

    New column MULTI_ORG_CATEGORY inFND_CONCURRENT_PROGRAMS

    Values S = Single Org

    M = Multi Org

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    In upgrade, for programs where definition has beencustomized, value is null and concurrent program will NOTrun.

    Script to set value

    UPDATE FND_CONCURRENT_PROGRAMSSET MULTI_ORG_CATEGORY = {'S orM}WHERE CONCURRENT_PROGRAM_NAME = '{Program Name}'

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    Profile Options

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    Profile Options

    Set at Responsibility Level

    HR: Business Group

    HR: User Type OE: Ledger Name (AR, OE)

    GL: Ledger Name

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    GL: Data Access Set MO: Operating Unit

    DO NOT delete the Site Level value of this profile option;

    No one will be able to even get to the login page

    MO: Security Profile

    MO: Default Operating Unit

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    Summary

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    Multiple Organizations Implementation Guide Release12 Part No. B31183-01

    R12 does support a hybrid environment where someusers operate in MOAC and others may not.

    Features unconstrained by multi-org today are still

    Summary

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    unaffected in R12 MOAC

    Upon upgrade you are not required to implement MOAChowever you should test boltons, personalizations,customizations and 3rd party apps with some users

    MOAC enabled MOAC may require additional internal controls orsecurity

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    More Information

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    OrderOrderOrderOrderOrderOrderOrderOrder YourYourYourYourYourYourYourYour Copy Today!Copy Today!Copy Today!Copy Today!Copy Today!Copy Today!Copy Today!Copy Today!

    Available at

    www.solutionbeacon.com

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    The Release 12 Primer

    Shining a Light on the

    Release 12 World

    Installing, Upgrading and

    Maintaining Oracle E-Business

    Suite Applications 11.5.10.2+

    The ABCs of Workflow for Oracle

    E-Business Suite Release 11iand

    Release 12

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    Solution Beacon Toolkit

    www.solutionbeacon.com

    Checklists

    Pocket Guides

    Presentations

    Vision Instance

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    Java Installed

    Disable pop-up blocking

    Valid Oracle CustomerSupport Identifier (CSI)

    12.1.1 now available

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    Ranked Scorecard

    Free Consultation

    How Does The Scorecard Work

    Answer multiple-choice

    questions

    Identify areas of risk

    (business and IT)

    Scorecard Focus Areas

    Competitive Optimization

    Functional and Process Issues

    Project Approach and

    Complex Issues

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    Ranked score helps measure

    your status on issues

    Provides recommendations

    for next steps

    Feedback on issues thatconcern steering committees

    and ROI

    Workflow Issues

    Customization Reduction

    Database

    Data Integrity

    System Optimization Business Intelligence

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    Thank You!

    Alyssa Johnson

    Questions and Answers

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    [email protected]

    www.solutionbeacon.com