Multiorg

Multiple Organizations in Oracler Applications
Release 11i

March 2002




Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Chapter 1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . Basic Business Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Multiple Organizations in a Single Installation . . . . . . . . . . . Types of Organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Human Resources Organization Model .. . . . . . . . . . . . . . . . . Accounting / Distribution / Materials Management Organization Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Controlling Secure Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sell And Ship Products From Different Legal Entities . . . . . Intercompany Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Report at the Legal Entity or Set of Books Level . . . . . . . . . . Multiple Organizations in European Implementations . . . . .

1–1 1–2 1–2 1–3 1–3 1–4 1–7 1–9 1 – 10 1 – 11 1 – 11 1 – 12 1 – 12

Chapter 2

Multiple Organizations Setup and Implementation . . . . . . . . . Setting Up a Multiple Organization Enterprise . . . . . . . . . . . . . . . Implementing Multiple Organization Support .. . . . . . . . . . . Information Shared Across Organizations . . . . . . . . . . . . . . . Information Specific to Each Operating Unit . . . . . . . . . . . . . Changing the Organization Structure . . . . . . . . . . . . . . . . . . . . . . . Adding a New Operating Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2–1 2–2 2–3 2 – 14 2 – 15 2 – 23 2 – 24

Contents

iiiMulti–Org Setup Validation Report . . . . . . . . . . . . . . . . . . . . . . . . . Report Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Report Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Active Responsibilities Only . . . . . . . . . . . . . . . . . . . . . . . . . . . Customers with Operating Unit Specific Attributes . .. . . . . Suppliers with Operating Unit Specific Attributes . . . . . . . . Profile Option Errors and Warnings . . . . . . . . . . . . . . . . . . . . .

2 – 25 2 – 25 2 – 25 2 – 25 2 – 26 2 – 26 2 – 27

Chapter 3

Intercompany Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Basic Business Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Major Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intercompany Invoicing Accounting Details . . . . . . . . . . . . . Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . User Procedures . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . Process Flow for Intercompany Invoicing . . . . . . . . . . . . . . . . Create Intercompany AR Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . Process Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Process Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Create Intercompany APInvoices . . . . . . . . . . . . . . . . . . . . . . . . . . Process Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Process Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Define Intercompany Relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....