Implementing Multiple Organizations on Oracle
Transcript of 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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www.solutionbeacon.com