Multi-Organization Structure

 

Multi Organization

·      Setups and Topics

 

1.     1. User  & Responsibility Creation 
2.     Accounting Calendar 
3.     Currency
4.     Charts of Accounts
5.     Location
6.     Business Group 
7.     Legal Entity 
8.     Ledger 
9.     Operating Unit 
10.   Replicate Seeded Data (Concurrent Program)

 

1.   User & Responsibility Creation:

To create a User login to Instance by using credentials

Username: operations

Password: welcome

Then go to the

 System Administrator-> Security -> User -> Define

·        Here we need to enter the dummy password  two times and save

·        Now we create the Responsibilities and add to the user

Go to System Administrator-> Security -> Responsibility -> Define

·        Now we create Inventory Responsibility

·        Now we create Purchasing Responsibility

·        Now we create Order Management Responsibility

·        Now we  need to add this Responsibilities to our User

Go to System Administrator-> Security -> User -> Define

Here search for user

We can search by clicking on the Torch button or we can search by Query

 

·        Now add those Responsibilities and give System  Administration Responsibility to the user

·        Now logout the operations account and login with our user

·        Then it ask to create a new password

·        Then a webpage open with Main Menu

·        Select the Responsibility, which u want

• 2.   Accounting Calendar:

To create a Accounting Calendar

Go to

Inventory Responsibility -> Setup -> Financials -> Accounting Calendar -> Types

·        First create the type

Now go to the

Inventory Responsibility -> Setup -> Financials -> Accounting Calendar -> Accounting

·        Here give the Values from Jan – Dec and save it

·        And give ADJ month to adjust any miss match value at the year end.

 

3.    Currency:

To create a Currency

Go to

Inventory Responsibility -> Setup -> Financials -> Currencies -> Currency Codes

4.   Charts of Accounts(COA):

For COA creation

Go to

Inventory Responsibility -> Setup -> Flexifields -> Key ->Segments

·        Search for General ledger then select  GL - Acc Flexfield

·        Then click on “+” and create a COA

·        There enable Allow Dynamic Insert

·        Then click on segments and create a segments and for some segments we need to give Flexifield Qualifier

• For Company 

• For Department

• For Accounts

·        For HP Accounts we use system default value set

·        And to the remaining segment we need to create the value set

·        Now  close the screen and we need to do freeze  and compile

·        Now we need to create the Value set for the COA

Go to

Inventory Responsibility -> Setup -> Flexifields -> Key ->Values

Now give the values for HP Department

Now give the values for HP Location

5.    Location &
6.   Business Group(BG):

 

Now we need to create a Business Group, for that first we need to create a Location.

Now go to

Inventory Responsibility -> Setup -> Organization -> Location

Now we’ll create a Business Group by using this Location

To treat this organization as BG, in Organization Classification we need to give the classification as Business Group

Save it and click on others to give BG Information

Give the same values for BG then save it

 

 

• 7.   Legal Entity(LE),
• 8.    Ledger and
• 9.   Operating Unit(OU):

We’ll create a LE in a Webpage for that go to

Inventory Responsibility -> Setup -> Financials -> Accounting Setup Manager -> Accounting Setups

There opens a webpage, click on Create Accounting setup

Then click on Create Legal Entity

Fill the following details

For Address you can create a New one or can add Existing one and click on the Apply

Click on Add another row and add ur LE then click on Next

Now we’ll get a Ledger page enter all the details and click on next

Then click on Finish

Now click on Define Accounting Options

And we need to Update

For Ledger option just give the Retained account and save

And for the remaining ledger options, just click on update and make it complete

But for Operating Unit(OU) create the ou and click on apply and complete it

After updating everything click on Complete

 

Once if we complete this then we can do any changes

• 10.   Concurrent Program:

Now we need to run the Concurrent Program

Go to System Administration-> View -> Request -> Submit a New Request -> Single Request

“Replicate Seed Data”

Click on find to view the Program