早晨第一帖：多组织结构的关系和设置！

zhaoyin

多组织结构的关系和设置

Multiple Organizations
~~~~~~~~~~~~~~~~~~~~~~
Multiple organizations and their relationships are defined in a single
installation of Oracle Applications. Multiple organizations can be
characterized as:

1. Set of books
2. Business groups
3. Legal entities
4. Balancing entities
5. Operating units
6. Inventory organizations

Two Model Types
~~~~~~~~~~~~~~~
Human Resources Organization Model:

Multilevel organization hierarchies that are headed by a business group at the
top of the hierarchy.

Accounting / Distribution / Materials Management Organization Model:

A multilevel company structure defining relationships among

* Sets of books -- financial reporting entity that uses a particular chart
of accounts, functions currency, and accounting calendar.

* Legal entities -- legal entities post to a set of book.

* Operating units -- operating units are part of a legal entity.

* Inventory organizations -- inventory organizations re part of an
operating unit. They determine items available to order entry and
purchasing.

Multi-org Setup
~~~~~~~~~~~~~~~
1. Define Organization Structure.

* This is a pen and paper process of setting up the organizations
structure.

* Assign organization classification in the following order:
(1) legal entities, (2) operating units, and (3) inventory organizations.

2. Define Sets of Books.

* Use Define Set of Books window to enter a set of books.

* Responsibilities used to assign sets of books:

- Assets - Setup -> Financials -> General Ledger -> Set of Books
- General Ledger - Setup -> Set of Books -> Define
- Inventory - Setup -> Financials -> Books
- Payables - Setup -> Set of Books -> Define
- Purchasing Receivables - Setup -> Organizations -> Set of Books
- Receivables - Set Up -> Financials -> Books
- Government General Ledger - Setup -> Set of Books -> Define

3. Define Organizations.

* Use Define Organizations window to define organizations.

* Responsibilities used to assign organizations:

- Inventory - Setup -> Organizations -> Organizations
- Purchasing - Setup -> Organizations -> Organizations
- Order Entry / Shipping - Set Up -> Organizations -> Organization
- Projects - Setup > Human Resources -> Organizations -> Define
- Receivables - Set Up > System -> Organization
- Government Purchasing - Setup -> Organizations -> Organizations
- Government Receivables - Set Up -> System -> Organization

* Define Business Groups. (Optional)

- Define if you have multiple business groups or do not use default
business group.

- You must have at least one business group. Oracle Applications
supplies default business group, Setup business Group (fresh install).

- If you define business group next step must be to associate business
groups with a responsibility and verify the HR:Business Group profile
option. (See step 5.)

4. Define Organization Relationships.

* Use the Define Organization window to define organization relationships
by assigning classifications to each organization.

- Classification of an organization can be any combination in the
following order: (1) legal entities, (2) operating units, and
(3) inventory organizations.

- Legal entities must have a location specified.
(Zoom to Define Locations window.)

- A concurrent program automatically replicates seed data for each new
organization.

5. Define Responsibilities.

* Use the Define Responsibility window to define responsibilities for each
operating unit.

* Responsibilities used to assign responsibilities:
- System Administrator - Security -> Responsibility -> Define

* If you have multiple business group, you must associate each
responsibility with one and only one business group.
- Use the HR:Business Group system profile option to associate a
responsibility with a business group.

6. Set MO:Operating Unit Profile Option for Each Responsibility.

* MO:Operating Unit profile option must be set.
- System Administrator - Profile -> System
- Set profile option to appropriate operating unit id (ORG_ID).

* You must set the default operating unit setting MO:Operating Unit at the
site level.

7. Run Convert to Multiple Organization using Adadmin utility.

* Process replicates seed data to all operating units that have been
defined.

* This step is irreversible.

* Adadmin will fail if previous steps have not been completed.

* Concurrent managers must be down and no one should access the database.

* If adadmin fails during conversion and you are prompted to proceed as
if successful, never select Yes, as the conversion process has
already begun, and steps that may be missed during the conversion
process will need to be manually created and be difficult, costly and
timely to recreate.

8. Define Inventory Organization Security (Optional).

* Restricts manufacturing users to specific organizations.

9. Change Order Entry Profile Options (Optional).

* OE:Item Validation Organization profile option is set a responsibility
level if operating units have different item validation organizations.

10. Update Profile Options Specific to Operating Units.

* Set profile options at the responsibility level e.g.:
- AR:Receippt Batch Source
- AR:Transaction Batch Source
- OE:Item Validation Organization
- OE:Set of Books
- GL:Set of Books Sequential Numbering

* Responsibilities used to assign profile options:
System Administrator - Profile -> System.

* Refer to individual Oracle Financial Applications Products User's Guides
for specific information on profile options that need to be set.

11. Set up Oracle Applications Products.

* OE, PA, PO, AR and Sales Compensation must be set up for each operating
unit it they the product groups are to be used.

* FA, GL INV and the rest of the Oracle Manufacturing product do not need
to be set up for each operating unit.

12. Secure Balancing Segment Values by Legal Entity. (Optional)

* Use the Define Security Rule window to create rules that secure data
entry of balancing segment values for each legal entity.
- Security rule elements specify a range of values to be included or
excluded.

* Use the Assign Security Rules window to assign the same rule(s) to all
responsibilities associated with the legal entity's operating units.

* Define additional rules and assign them to all responsibilities associated
with relevant operating units.

13. Run the Setup Validation Report to Identify Setup Problems.

* Data for disabled fields on Enter Customer and Enter Supplier Window must
be deleted.
- Header information is shared across operating units and if you do not
choose to delete the data, you must edit the database manually.

* All responsibilities in one operating unit must share the same profile
option values and sequence numbering option.

纵横四海

学习中，就当你这一个贴是晨练了．
以后你发的贴我都看了，就当是促进自己的学习．



－－－－－－
我已经看完该资料了，不错的好资料．

zhaoyin

原帖由 纵横四海 于 2006-9-14 08:44 AM 发表
学习中，就当你这一个贴是晨练了．
以后你发的贴我都看了，就当是促进自己的学习．

客气，客气，下面我摘录一些附件的内容，让楼下的兄弟姐妹下载之前有个大概的了解


ORACLE电子商务套件中的组织属性可以分为如下几类:
    1. 业务组: 它代表组织结构的最高层次, 它分离了人力资源的信息. 例如, 当你查询人员时, 它会列出所有分配给相应业务组的成员, 而你自己所属于的组织只不过是业务组的一份子. 这样说可能造成一种误解: 一个公司只能有一个业务组, 实际上可能有多个, 但是业务组之间不能共享信息.
2. 帐簿: 它其实不能称为一种组织, 更象组织中的一个层次或性. 一个业务组中可以有一个或者多个帐簿.
3. 法律实体: 法律实体类型赋予组织税码以及其它与法律相关的属性. 一套帐簿可以分配给多个法律实体.
4. 平衡实体: 平衡实体就是帐户结构中的一个段, 即平衡段. 在你准备财务报表的时候它体现你的帐户实体.
5. 业务实体: 如果一个组织应用到现金管理, 订单管理, 运输, 应收, 应付和采购模块, 则它就是一个业务实体. 它可能是一个销售中心, 一个分公司, 或者一个部门. 对于这些应用, EBS按照法律实体分离了业务信息, 每个用户只能访问到他自己所属于的业务实体的信息. 一个法律实体下面可以有一个或者多个业务实体.
6. 库存组织: 当一个组织要用到库存事物(例如接收, 转移等), 或者它要负责制造和分销产品时, 这个组织就是一个库存组织. 它可能是一个制造厂, 仓库, 分销中心或者销售部门. 当用到下列模块时, EBS按照库存组织来分割业务信息: Oracle Inventory, Bills of Material, Engineering, Work in Process, Master Scheduling/MRP, Capacity, and Purchasing receiving functions. 当你登陆到这些模块时, ORACLE EBS会提示你选择一个库存组织. 同样, 一个业务实体下面可以有一个或者多个库存组织.
7. 人力资源组织: 它体现了一个公司的基本工作结构. 只有当一个组织是人力资源组织时, 你才能分配人员给这个组织. 一个业务组中可以有一个或者多个人力资源组织.
8. 资产组织: 资产组织属性使组织可以执行与资产相关的功能. 只有当一个组织属于资产组织时, 才能使用Oracle Assets.
还需要说明一点的是: EBS的一个组织并非只能归属于一个类型. 例如, 例如, 一个组织是一个业务实体, 若在这个组织中要用到Oracle Inventory, 那么它同时还是一个库存组织. 所以, 组织类型代表了组织的一种属性, 而不是把组织简单的分类.
。。。。。。。。。。。。。。

laozhu

真是好资料啊...

skyczn

文章写得不错，值得一读，加上自己的实战，学习效果会更好。

hemc-bfc

好资料是必须要支持的

flf56789

谢谢版主，要好好学习一下！

kunko

好东西啊

zks2008

好东东!真经典!

matthew_chen

顶了,谢谢分享!

JIE.WU

ＳＵＰＰＯＲＴ　ＹＯＵ　！

码砖头的人

不错的资料，谢谢楼主分享。

elvis_698

look look

安绮琳

有没有R12的多组织结构的关系啊？

kylewu

谢谢！老大辛苦了

embed_ruins

Good thanks

zhu126c

为什么总是下载不了。。。努力值。。。

尤兴荣

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allisa

THANK YOU ,STUDY

leejingok

一定要看 了 点点滴滴