Setting Up Multi Org Structure in R12 (MOAC)

Setting up Multi Org Structure in R12:

Sequence of steps to be carried out:

Develop or Design a structure:

All Oracle Apps Org Structure

All Oracle Apps Org Structure

  • Define Location

Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:

Human Resources

Human Resources

Navigate to Work Structures –> Location:

 

Navigation

Navigation

Enter the details as shown in the screen shot

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Script to see the rows inserted:

 

After selecting the Address style you will be prompted to enter the details of the location as shown in the form below.

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After entering the location details click on OK button and enter the time zone as shown in the screen shot.

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Navigate to the shipping tab and the values are populated as shown.

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Now navigate to the Other Details tab. Save the changes.

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  • Define Business Group

 

Open the E-Business Suite and navigate to Human Resources, Vision Enterprises Responsibility:

Human Resources

Human Resources

Navigate to Work Structures –> Organization –> Description

Select New button

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Enter the business group name and the location created in the previous step and save the changes.

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Script to find the records:

Select the LOV as business group under the Name field in the organization classifications block

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Check the enabled check box for the business group name and save the changes

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Click on the Others button and select the Business Group Info from the additional information window click on ok

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The below window is Visible

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Press TAB and enter the mandatory fields:

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With details:

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Click OK Button

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You will be prompted to save the changes. Click on Yes button

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  • Create Legal Entity

As per the structure defined above we have our business in 2 different geographical locations, hence we need to create 2 legal entities. The 2 legal entities to be created are:

  1. India Legal Entity
  2. USA Legal Entity

Switch responsibility to General Ledger, Visions Operations (USA)

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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups

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Select the Legal Entity Tab

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Click on Create Legal Entity

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Enter the details:

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Click on Create New Address radio Button and enter the details:

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Go to the General Information and enter the details

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Click on the Apply Button to save the legal entity created.

Create the legal entity for USA also in the similar manner.

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Confirmation message:

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Script:

 

  • Create Ledgers

 In the above scenario we need to create 2 ledgers and this depends on the following:

  1. Currency
  2. Calendar
  3. Chart of Accounts

In multi org structure we will follow the same calendar,currency and chart of accounts for the companies. In the above scenario as we have the companies in 2 different countries we will have 2 different ledgers.

  1. India Ledger
  2. USA Ledger

Navigate to General Ledger Visions Operations (USA)

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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups

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Click on Create Accounting Setup

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As we have already created the legal entity we can move forward and click on the next button

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Enter the details and click the next button

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Click Finish

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The ledger for USA is created in a similar manner

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  • Create and assign operating units and legal entities

Navigate to General Ledger Visions Operations (USA)

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Navigate to Setup –> Financials –> Accounting Setup Manager –> Accounting Setups

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Enter the ledger name and click on GO button:

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Click on the update button:

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Assign legal entity to the ledger by clicking on the add legal entity button

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Click on add legal entity button

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Search for the legal entity created above and select the legal entity created for INDIA

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Click on apply button

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The legal entity has now been assigned to the ledger. Now click on the update button next to the operating unit setup options

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Click on Add operating unit

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Enter the details. Assign the business group and legal entity created from the above steps to the operating unit and click on apply button

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Click complete

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After completing all the ledger options click on complete.

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Click on yes to complete the accounting setup

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Verify the confirmation message and note down the request number and verify the status of the request.

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Create the operating nit for the USA legder in the similar manner :

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  • Create Inventory Organizations

Switch responsibility to Human Resources Vision Operations

Human Resources

Human Resources

Navigate to Work Structures –> Organization –> Description

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Click on New button:

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Enter the inventory organization name and save the changes

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Select the list of values icon under the name filed in the organization classifications

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Select Inventory organization from the list of values

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Check the enabled button and save the changes. Then click the others button

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Select accounting information and click ok

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Press TAB

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Select the ledger and legal entity name from the list of values and click ok

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Click ok

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Click yes to save the changes entered

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Click others

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Select inventory information and click ok

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Enter details in Inventory Parameters TAB

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Enter details in Costing Information TAB

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Accept defaults in Revision, lot, serial, and LPN TAB

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Accept defaults in ATP, Pick, Item Sourcing TAB

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Accept defaults in Inter Org Information TAB

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Enter details in Other Accounts TAB

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Save the changes and read the note carefully to understand the implications of inventory organization costing method

Script:

 

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Reports/Programs:

In order to use the operating unit we need to run the Replicate seed data concurrent program from system administrator responsibility

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Run the same concurrent program for all the operating units

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Run the Multi-Org Validation Report and check the output for no validations

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Multi-Org Access Control:

Multi org access control is implemented in R12 to allow the users to submit requests and access data of different operating units in a single responsibility.

This can be achieved by setting the security profile in HRMS

There are 2 security profiles:

  • SECURITY PROFILE:  is used for the selection of operating units from the same business group
  • GLOBAL SECURITY PROFILE: is used for the selection of operating units from the different business group

 

Set up of Multi-Org Access Control:

  • Setup Security Profile in HRMS

Navigate to Human Resources Vision Enterprises responsibility:

 

Human Resources

Human Resources

Navigate to Profile function under the Security menu:

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Select a name for the profile and attach the business group created.

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Select the security type as “Secure organizations by organization hierarchy and/or organization list”

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Select operating unit under classification and the operating unit name created under the organization name. Save the changes

Add the operating units for which the MOAC feature needs to be shared.

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Navigate to Process And ReportsàSubmit Processes and Reports

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Select single request and click on OK

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Select the parameters and submit the concurrent program

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In order to test the profile created we need to create a new responsibility.

Navigate to the system administrator responsibility

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Navigate to Security –> Responsibility –> Define to create a new responsibility

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Enter the mandatory fields and save the changes.

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Add the created responsibility to the user.

Navigate to Security –> User –> Define

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Query for the user and assign the responsibility

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Navigate Profile –> System

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Select the responsibility created and enter the profile as MO: Security Profile and click on the find button

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Select the security profile name created from the LOV and save the changes.

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Please let us know if any questions or comments.

Related posts:

19 thoughts on “Setting Up Multi Org Structure in R12 (MOAC)

    1. All Oracle Apps Post author

      Hi Kalyan,

      Let me tell you an answer in brief.. You just saw the above article right all the job is done by a pure functional Consultant. But, a techno-functional consultant also knows what are the tables hit and can they be populated from back end using an Oracle API or using FNDLOAD and things like that.

      Please let me know if you need more details.

      Regards,
      All Oracle Apps

  1. srinivas

    hello there…
    i just created the same steps mentioned above…but when i tried to enter calendar in inventory parameters tab, it is saying list of values has no entries…
    please help me.
    srinivas

  2. ripendra kumar

    HI ,

    Thanks for your post and in the mean a small request can you please provide some information regarding to the back end tables which will be get affected while doing all these setups .if you provide these information along with these setup document it will be a great pleasure for all of the learners.

  3. Mahendra

    Thanks very much – its very helpful.

    I have a question – till now i have gained experience as an end user and first line of support roles.
    Now if i want to get some good information like above and learn these setups – will that be helpful to stwich in to implementation or implementation support role like pre or post production. What all knowledge should i need to cover to stwich for examples which documents are mandatory and basic steps in financials and projects.
    I will be great full to you if can you help me with above.

    Thanks
    Mahendra

  4. sandeep

    Hi,

    Thanks. This is a very nice article and website for learning, specially for a newbie like me.
    I have a question: If we have to do a fresh implementation for EBS Suite R12 with HR,FIN, OM, INV,AP,AR… modules, can you tell me what would be the first steps done by sys admin and/or functional consultants before creating the business groups and rest of the stuff. Is it like the sysadmin will create a new user and responsibility, and using that user/resp we start creating the Business Group and all…? You have used the responsibilities from Vision instance, what about for a fresh installation?

    Thanks,
    Sandeep

  5. smrane

    Hello All,

    Can somebody help me, I have done my org setup in my Vision instance, when I open PO form it show default OU as Vision Instance, I changed the the MO:Default Operating units profile and set my OU’s at responsibility level, but getting error as get_po_parameters-10,
    Let me know if anyone have solution.

    santosh

  6. rajashekar

    Dear sir,

    IN Create Inventory Organizations, dont we have to enter all the values like in costig tab – valuation account details, and in Inter-organisation information – inter-organisation transfer accounts.

    and also while creating legal entity dont we enter the values of the retained account details. please confirm.

  7. rajashekar

    can anybody help me that while setting up MOAC, if the business group has multiple companies so do we have to create saperate ledgers, Saperate Legal entities, saperate Operation units & saperate Inventory Org. for each company ???

    please confirm.

    1. All Oracle Apps Post author

      Hi Raja,

      It purely depends on how the Company wants to look at the accounting and How the Business is being done by the company. But for multiple companies it is better to have different Legal Entities and can have the same ledger if they want to maintain single book. The way the taxes are paid to the Government is different for multiple companies we need to have different LE’s.

      Regards,
      AOAAdmin

  8. rajashekar

    Can anybody help me that, TO Create Inventory Organizations, do we have to enter all the values like in costig tab – valuation account details, and in Inter-organisation information – inter-organisation transfer accounts.

    and also while creating legal entity do we have to enter the values of the retained account details. please confirm.
    And how & where we can get these values. please provide the details

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