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1.0
Region: Address Details Address Style : United Kingdom Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : No : Yes : No : Yes : Yes
Region: Other Details Inventory Organization : Tax Name : Optionally choose EDI Location : The location must be defined as Global as Global locations are available across Business Groups.
2.0
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2.6 2.7 2.8 2.9 2.10 2.11 2.12 2.13 2.14 2.15 2.16 2.17 2.18 2.19 2.20 2.21 2.22 2.23 2.24 2.25 2.26 2.27 2.28 2.29 2.30 Location Address Save : (Defaults)
Move cursor to the Classification Name : Business Group Enabled : Yes Save Click on the push button Others Choose *Business group Info from the LOV Click on the bigger text box Short Name Employee number Generation Applicant Number Generation Grade Flexfield Structure Group Flexfield Structure Job Flexfield Structure Costing flexfield Structure Competence Flexfield Structure Position Flexfield Structure Legislation Code Currency Fiscal Year Start Minimum Working Age Maximum Working Age Click on OK Click on OK Save : Mafatlal : Automatic : Automatic : Grade Flexfield : People Group Flexfield : Job Flexfield : Costing Allocation Flexfield : : Position Flexfield : United States : MAF : : :
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2.43 2.44 Click on OK Save
3.0
Define Responsibilities
Login as System Administrator Choose the Responsibility: System Administrator
The Responsibilities are created for managing Purchasing, Order Management, Payables and Receivables data separately Operating Unit wise.
3.1 3.2
3.3 3.4
3.5 3.6
3.7 3.8
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5.0
5.1
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5.1.1.1
1. 2. 3. 4. 5.
N Setup Financials Flexfields Validation Sets Enter a name for the Value Set (Mafatlal Company) Optionally enter a Description Choose the Data Type (Char) Choose the Max Size (2 for Company, 2 for Plant, 4 for Accounts and 4 for Product) Choose the Validation Type (Independent for all value sets)
5.1.1.2
N Setup Financials Flexfields Key Segments 1. F11, O%G%, Ctrl + F11 (Now, you will get Oracle General Ledger in the field named Application and Accounting Flexfield in the field named Title. 2. Bring cursor to the Lines 3. Enter a Code (MAFATLAL_ACCOUNTING) 4. Enter a Title (Mafatlal Accounting) 5. Optionally enter a Description 6. Optionally enter a View Name (MAFATLAL) 7. Click on the push button Segments 8. Make your entries as follows
Attention
For OPM Users The OPM Segment Length should match with the GL Chart of Accounts Segment Data width and OPM Segment Short Name should match with the GL Chart of Accounts Segment Name.
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In OPM the maximum length of the short name cannot exceed the OPM Segment Length. So ensure that the same thing is followed in GL Chart of Accounts. Example: General Ledger Data Width defined in the Value Set of Company Segment =2 Segment Short Name must be made up of just 2 characters say, CO. OPM Segment Short Name must be CO and Segment Length must be 2 for the Company segment.
Attention
Num 1 2 3 4 Name CO CC AC PRO
If the Segment names are changed after setting up the Operating Unit, Auto Invoice may not be created in AR. Window Prompt Company Plant Account Product Column Segment1 Segment2 Segment3 Segment4 Value Set Maf.Company Mafatlal Plant Mafatlal Accounts Mafatlal Products Disp. Yes Yes Yes Yes Ena. Yes Yes Yes Yes
Enable the Flexfield Qualifiers for Company and Account Segments 9. Keeping the cursor in Line 1 (Company), click on the push button Flexfield Qualifiers 10. Check the check box Enabled against the Name Balancing Segment (Trial balance will be balanced on the balancing segment. Normally, Company segment will be the balancing segment) 11. Close the window 12. Keeping the cursor in Line 2 (Plant), click on the push button Flexfield Qualifiers 13. Check the check box Enabled against the Name Inter Company Segment 14. Close the window 15. Keeping the cursor in Line 3 (Account), click on the push button Flexfield Qualifiers 16. Check the check box Enabled against the Name Natural Segment 17. Close the window 18. Close the window (Now you are in the first window of Structure definition)
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19. Check the check box Allow Dynamic Inserts 20. Check the check box Enabled 21. Check the check box Cross-Validate Segments
5.1.1.3
22. Check the check box Freeze Flexfield Definition (Read the message carefully) 23. Close the window 24. View Requests 25. See that the Server processed your request
5.1.1.4
Inventory Organization Valuation Accounts Account Material Outsideprocessing Material Overhead Overhead Resource Expense Account Type
Inter-Organization Transfer Accounts Transfer Credit Purchase Price Variance Receivable Payable Intransit Inventory Other Accounts Purchase Price Variance Invoice Price Variance Inventory AP Accrual Encumbrance Profit and Loss Accounts Sales Cost Of Goods Sold Project Clearance Account 47
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Project Clearance Account Cost Variance Account Cost Variance Account Receiving Account (In Receiving Options) Subinventory Material Outsideprocessing Material Overhead Overhead Resource Expense Encumbrance Financial Options GL Accounts Liability Pre-payment Future Dated Payment Discount Taken PO Rate Variance Gain PO Rate Variance Loss Expense Clearing Payables Options GL Accounts (Currency) Realized Gain Realized Loss Rounding Interest Invoice Accounts Expense Liability System Options (Receivables) Realized Gains Account Realized Losses Account Tax Account Unallocated Revenue Account Cross Currency Rounding Account Header Rounding Account
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Revenue Transfer Clearing Account WIP Accounting Classes Valuation Accounts Material Material Overhead Resource Outside Processing Overhead Estimated Scrap Variance Accounts Material Material Overhead Resource Outside Processing Overhead Standard Cost Bridging Expense Estimated Scrap OPM Code Description AAC Accrued Acquisition Cost AAP Inventory AP Accrual (Accrued Accounts Payable) EXP Expense Account PPV Purchase Price Variance ACV Acquisition Cost Variance PCO Product Cost SAL Sales TAX Taxes WIP Work In Process SUB Substitution Variance USG Usage Variance YLD Yield Variance CLS Batch Close Variance RCA Resource Substitution Method Variance RUV Resource Usage/Efficiency Variance RMV Resource Manning Variance IVV Inventory Valuation Variance IRV Inventory Revaluation Variance Account Type Asset Expense Expense Expense Expense Expense Revenue Expense Asset Expense Expense Expense Expense Expense Expense Expense Expense Expense
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RCA INV ICT ACR Resource Control A/c Inventory Inventory Inter-company Transfer Accounts Receivables (Receivables Direct) SNI Shipped not Invoiced IVA Inventory Adjustment Expense RND EFC Rounding Entries Asset Asset Asset Asset Asset Expense Liability
5.1.1.5 Enter Possible Values for Each Segment N Setup Financials Flexfields Key Values 1. Choose the Oracle General Ledger in the field named Application 2. Choose the name of your Structure (Mafatlal_Accounting) in the field named Title 3. Click on the push button Find In the field named Independent Segment, you will see Mafatlal Company which is the first segment of your structure. In the lines, you enter the following value as Company values. Values 00 Yes 01 02 Translated Values 00 Description Default Qualifiers Allow Allow Posting 01 02 Mafatlal Industries Mafatlal Fine
Budgeting : Yes
Allow Budgeting : Yes Allow Posting : Yes Allow Budgeting : Yes Allow Posting : Yes
4. Click in the field named Independent Segment and press the down arrow key. This will display the next Value Set in your Structure. i.e. Mafatlal Plant 5. Bring cursor to the Lines In the lines, you enter the following value as Company values. Values 00 01 Translated Values 00 01 Description Unspecified NSN Qualifiers Allow Budgeting : Yes Allow Posting : Yes Allow Budgeting : Yes
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Allow Posting 02 03 04 02 03 04 NSA MF1 MF2 : Yes
Allow Budgeting : Yes Allow Posting : Yes Allow Budgeting : Yes Allow Posting : Yes Allow Budgeting : Yes Allow Posting : Yes
6. Click in the field named Independent Segment and press the down arrow key. This will display the next Value Set in your Structure. i.e. Mafatlal Accounts. Because we have selected this segment as the natural segment, there will be more Qualifires for the values. Choose Qualifier values as follows Parent Accounts and Net Income Account Allow Budgeting : Yes Allow Posting : No Control Account : No Account Type : Choose values as shown against each Account Reconciliation Flag : No Child Accounts Allow Budgeting Allow Posting Control Account Account Type
Reconciliation Flag 7. Bring cursor to the Lines In the lines, you enter the following value as Company values. Values 0000 1000 1100 1110 1120 1130 1140 Description Unspecified Total Assets Cash & Bank Cash in Hand Cash at Bank Realized Gains Realized Loss Parent No Yes Yes No No No No Qualifiers Account Type Account Type Account Type Account Type Account Type Account Type Account Type : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6)
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1200 1210 1220 1230 1240 1250 1260 1300 1310 1400 1410 1420 1430 1500 1510 1520 1530 1540 1600 1610 1700 1710 1720 1730 1800 1810 1900 1910 1920 2000 2100 2110 2120 2130 2140 2200 2210 Receivables Receivables Direct Unbilled Receivables Unbilled Revenue Unearned Revenue Receivables Others Shipped not Invoiced Advances Advances Inventories Receiving Inv. A/c. Inventory Inv Inteco. Transfer Fixed Assets P & M Cost P & M Clearing Furniture Accred Acqu. Cost Investments Short Investments Inter Organization Transfer Credit Receivable InterOrg Intransit Inventory Prepayment Prepayment A/c. Yes No No No No No No Yes No Yes No No No Yes No No No No Yes No Yes No No No Yes No Account Type Account Type Account Type Account Type Account Type Account Type Account Type : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6)
Account Type : Asset (Refer 6) Account Type : Asset (Refer 6) Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6)
Account Type : Asset (Refer 6) Account Type : Asset (Refer 6) Account Type Account Type Account Type Account Type Account Type Account Type : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6) : Asset (Refer 6)
WIP No Work In Process No Resource Control A/c No Total Liabilities Yes Payables Yes Payables direct No Future Dated paymentNo Payables InterOrg No Payables Others No Outstanding ExpensesYes Outstanding ExpensesNo
Account Type : Asset (Refer 6) Account Type : Asset (Refer 6) Account Type : Asset (Refer 6) Account Type Account Type Account Type Account Type Account Type Account Type : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6)
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2300 2310 2400 2410 2500 2510 2600 2610 2620 2630 3000 3100 3110 3120 3200 3210 3220 3300 3310 3320 3500 3510 3520 4000 4100 4110 4120 4200 4210 4220 5000 5100 5110 5200 Secured Loans Yes Loan From Fin. Inst. No Unsecured Loans Loan from Others Inter Co Accounts Payables Inter Co Yes No Yes No Account Type : Liability (Refer 6) Account Type : Liability (Refer 6) Account Type : Liability (Refer 6) Account Type : Liability (Refer 6) Account Type : Liability (Refer 6) Account Type : Liability (Refer 6) Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6) : Liability (Refer 6) : Owners Equity (Refer 6) : Owners Equity (Refer 6) : Owners Equity (Refer 6) : Owners Equity (Refer 6)
Current Liabilities Yes Unallocated Revenue No Cross Currency Rdg No Revenue Transfer Clg No Owners Equity Share Capital Equity Share capital Pre-extended Shares Reserve & Surplus Retained Earning Other Receivables Encumbrance Req Encumbrance PO Encumbrance Other Account Translation Adj a/c. Net Income Total Revenue Sales Revenue Sales Cost of Goods Sold Other Revenue Misc. Receipts Discount Taken Yes Yes No No Yes No No Yes No No Yes No No Yes Yes No No Yes No No
Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) Account Type : Owners Equity (Refer 6) (Allow Posting: No) Account Type Account Type Account Type Account Type : Revenue (Refer 6) : Revenue (Refer 6) : Revenue (Refer 6) : Revenue (Refer 6)
Account Type : Revenue (Refer 6) Account Type : Revenue (Refer 6) Account Type : Revenue (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6)
Total Goods Expense Yes Expense Yes Expense Account No Material Yes
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5210 5220 5230 5300 5310 5400 5410 5500 5510 5600 5610 5620 5630 5640 5650 5660 5670 5680 5690 5710 5720 5730 5740 5750 5760 5770 5780 6000 6100 6110 6120 7000 7100 7110 7220 7230 7240 7250 9000 9110 Material Cost Material Overhead Product Cost Resource Resource Cost Overhead Overhead Outsideprocessing Outsideprocessing No No No Yes No Yes No Yes No Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type : Expense (Refer 6) Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type Account Type : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6) : Expense (Refer 6)
Variances Yes Purchase Price Var No Invoice Price Var No PO Rate Var Gain No PO Rate Var Loss No Material Cost Var No OSP Cost Var No Overhead Var No Acuis. Cost Var No Substitution Var No Usage Var No Yield Var No Batch Close Var No Res. Sub. Method VarNo Res.Usg/Eff Var No Res. Manning Var No Inv. Valuation Var No Inv. Revaluation Var No Accrual Yes AP Accrual Yes Inventory AP Accrual No Inventory Adj ExpenseNo Off. & Admin Exp. Office Expense Rent Water Charges Taxes Freight Clearing Other Account Suspense Account Yes Yes No No No No No Yes No
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9120 Inter Co Account No Account Type : Expense (Refer 6)
Define Child Ranges for Parent Accounts The accounts can come under three categories like Grant Parent, Parent and Child. Say for example, 1000 may be a Grant Parent, 1100 may be a Parent and 1110 may be a Child. In this case we will define Allow Posting : No for 1000 and 1100 and they will be declared as Parent accounts by checking the check box Parent. Example for Entering Child Ranges 1000 Grant Parent 1100 Parent 1110 Child 1120 Child 1200 1210 1220 Parent Child Child
Keep the cursor in 1000 and click on the push button Child Ranges and make the entries as follows. From 1001 To 1999 Include Parent Values Only
Keep the cursor in 1100 and click on the push button Child Ranges and make the entries as follows. From To Include 1101 1199 Child Values Only Keep the cursor in 1200 and click on the push button Child Ranges and make the entries as follows. From 1201 5.1.2 To 1299 Include Child Values Only
Prefix Type Year JAN Fiscal month 2001 FEB Fiscal month 2001
Qtr 1 1
Num 1 2
To 31-JAN-01 28-FEB-01
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MAR APR MAY JUN JUL AUG SEP OCT NOV DEC ADJ Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month Fiscal month 2001 2001 2001 2001 2001 2001 2001 2001 2001 2001 2001 1 2 2 2 3 3 3 4 4 4 4 3 4 5 6 7 8 9 10 11 12 13 01-MAR-01 01-APR-01 01-MAY-01 01-JUN-01 01-JUL-01 01-AUG-01 01-SEP-01 01-OCT-01 01-NOV-01 01-DEC-01 01-DEC-01 31-MAR-01 30-APR-01 31-MAY-01 30-JUN-01 31-JUL-01 31-AUG-01 30-SEP-01 31-OCT-01 30-NOV-01 31-DEC-01 31-DEC-01 Mar01 No Apr01 No May01 No Jun01 No Jul01 No Aug01 No Sep01 No Oct01 No Nov01 No Dec01 No Adj01 Yes
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7. Enter Future Periods (4) 8. Choose the region Closing 9. Choose the account Retained Earnings (00.00.3210.0000) 10. Choose the account Translation Adjustment (00.00.3510.0000) 11. Choose the region Journalling 12. Check the check box Balance Intercompany Journals 13. Check the check box Journal Approval 14. Check the check box Supense 15. Choose the account Suspense (00.00.9110.000) 16. Check the check box Rounding Differences 17. Choose the account Rounding Differences (00.00.2620.0000) 18. Choose the region Average Balances 19. Check the check box Enable Average Balance 20. Rate Type Corporate 21. Check the check box EOD (End Of Day) 22. Choose the Transaction Calendar (Mafatlal) 23. Choose the Net Income Account (00.00.3520.0000) 24. Check the check box Enable Budgetory Control 25. Choose the account Reserve for Encumbrance (00.00.3320.0000) 26. Choose the region Multiple Reporting Currencies 27. Choose the option Not Applicable
6.0
Without assigning a value for the Profile Option HR: Business Group (at least at the site level), the system will not allow us to open the Organization form in Oracle Applications, and HR Organization & HR Location forms in OPM.
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7.0
Start
Stop
7:00:00 11:30:00 11:00:00 15:30:00
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7.1.19 Move cursor to the next shift and define the second shift timings as above. 7.1.20 Click on the push button Dates 7.1.21 Whichever dates you want to make as holidays, just click on those dates. Building the Calendar 7.1.22 Special Build 7.1.23 Help View My Request 7.1.24 Click on Find See that your request is processing is complete. Any changes made in a Calendar will come into effect only after Building it.
7.2
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Non-standard WIP User defined Flow Schedules Supply Sources Discrete MPS Repetitive MPS Discrete WIP Repetitive WIP Non-standard WIP User defined Internal Reqs Supplier Reqs Purchase Orders Onhand Available Interorg Transfers Flow Schedules : Yes : No : Yes : Yes : Yes : Yes : Yes : Yes : No : Yes : Yes : Yes : Yes : Yes : Yes
7.3
Define Locations
N Setup Organizations Locations
Location of Mafatlal LE
Name Description Global : MA2 : Location of Mafatlal Legal Entity : No
Region: Address Details Address Style : United Kingdom Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : No : No : No : Yes : Yes
Region: Other Details Inventory Organization : Tax Name : Optionally choose EDI Location :
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Region: Address Details Address Style : United Kingdom Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : No : Yes : No : Yes : Yes
Region: Other Details Inventory Organization : Tax Name : Optionally choose EDI Location :
Region: Address Details Address Style : United Kingdom Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site : No : Yes : No : Yes
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Office Site : Yes
Region: Other Details Inventory Organization : Tax Name : Optionally choose EDI Location :
Region: Address Details Address Style : OPM Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : Yes : Yes : Yes : Yes : Yes
Region: Other Details Inventory Organization : New Shorrock Mills Tax Name : Optionally choose EDI Location :
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Region: Address Details Address Style : OPM Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : Yes : Yes : Yes : Yes : Yes
Region: Other Details Inventory Organization : New Shorrock Ahamedabad Tax Name : Optionally choose EDI Location :
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Region: Address Details Address Style : OPM Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose Ship To Site Bill To Site Receiving Site Internal Site Office Site : Yes : Yes : Yes : Yes : Yes
Region: Other Details Inventory Organization : Mafatlal Fine Unit 1 Tax Name : Optionally choose EDI Location :
Region: Address Details Address Style : OPM Address : Enter Region: Shipping Details Contact : Optionally choose Shi To Location ; Choose
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Ship To Site Bill To Site Receiving Site Internal Site Office Site : Yes : Yes : Yes : Yes : Yes
Region: Other Details Inventory Organization : Mafatlal Fine Unit 2 Tax Name : Optionally choose EDI Location :
7.4
Warning
All the Organizations must be defined from a Responsibility to which you have attached a Business Group of your choice. If the organizations are defined from a responsibility, say, Inventory, Vision Operations (USA) to which Vision Corporation is attached as the Business Group, you will not be able to see the organization definition from Inventory, MIL or Inventory, MF as these two responsibilities are having Mafatlal Group as the Business Group.
7.5
Move cursor to the Classification Name : GRE/Legal Entity Enabled : Yes Save 65
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Click on the push button Others Choose Employer Identification from the LOV Click in the bigger text box Enter an Employee identification Number like 101 Click on OK Click on OK Save Click on the push button Others again Choose Legal Entity Accounting from the LOV Click in the bigger text box Choose the Set of Books (Mafatlal) Optionally enter a VAT Registration Number like 96453546 Click on OK Click on OK Save
7.6
Move cursor to the Classification Name : Operating Unit Enabled : Yes Save Click on the push button Others Click in the bigger text box Choose the Set of Books (Mafatlal) Choose the Legal Entity (Mafatlal LE) Click on OK Click on OK Save
7.7
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Operating Units. Later these Inventory Organization should be assigned as the Inventory Organization in Financial Options of both Payables, MIL and Payables, MF responsibilities. As we want to use this same organization for two operating units, dont attach an Operating Unit to it. Note that an Operating Unit, if assigned to an Inventory Organization cannot be changed later. So, be sure that you will not assign an Operating Unit to this Dummy Organization. N Organizations Organizations 7.7.1 7.7.2 7.7.3 7.7.4 7.7.5 7.7.6 7.7.7 7.7.8 7.7.9 7.7.10 Enter the name of your organization Mafatlal Global Choose a Type Enter the Establishment date of your organization Choose the location of your organization Choose Internal as value for the field Internal/External Save Bring the cursor to the Organization Classification block Choose the classification Inventory Organization Check the check box Enabled Save
Entering Inventory Parameters of the Organization 7.7.20 7.7.21 7.7.22 7.7.23 7.7.24 7.7.25 7.7.26 Click on the push button Others again Choose Inventory Information Enter an organization Code (MG) Choose Mafatlal Global as the Item Master Organization Choose the Calendar that you have already defined (Mafatlal01) Uncheck the check box Process Enabled Check or uncheck the check box Allow Negative Balances
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If the check box is checked, during inventory transactions, if the qty of any item is driven negative, the system will not object. If the check box is unchecked, you will not be able to do any transaction by which the qty of any item will be driven negative. 7.7.27 Chose the locator control 7.7.28 Change region to Costing Information 7.7.29 Choose a Costing Method (Standard) 7.7.30 Check or uncheck the check box Transfer Details to GL If this check box is unchecked, only summary of the Inventory Transactions will be transferred to GL, and not the complete details. Checking this check box can lead to system slow down when the transactions are transferred to GL. 7.7.31 Check or uncheck the check box Reverse Encumbrance 7.7.32 Choose all the Valuation Accounts 7.7.33 Change region to Revision, Lot, Serial 7.7.34 Enter a Starting Revision (A) Any item assigned to this organization, if placed under revision control will use this value as the first revision. 7.7.35 Choose a Lot Control Uniqueness ( None) 7.7.36 Choose a Lot Number Generation Level (At item level) 7.7.37 Enter a Lot Number Prefix (Any alphanumeric characters) 7.7.38 Enter the total length of the Lot Numbers 7.7.39 7.7.40 7.7.41 7.7.42 Choose the Serial Number Uniqueness (Within Inventory Items) Choose the Serial Number Generation Level (At item level) Enter a Serial Number Prefix (any alphanumeric character) Enter a Starting Serial Number
7.7.43 Change region to ATP Pick, Item Sourcing 7.7.44 Choose an ATP Rule (Mafatlal ATP) If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry. 7.7.45 Choose a Picking Rule (Mafatlal Picking) 7.7.46 Enter a Subinventory Order (The value you enter here will be used as a default for all the Subinventories of the organization) 7.7.47 Enter a Locator Order (The value you enter here will be used as a default for all the Subinventories of the organization) 7.7.48 Choose the Item Source Type (Supplier) 7.7.49 Change region to Inter-org Information 7.7.50 Choose a Inter-organization Transfer Charge type (Pre-defined Percent) 7.7.51 Enter the Percent (10) 68
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7.7.52 Choose all the Accounts 7.7.54 Change region to Other Accounts 7.7.55 Choose all the Accounts 7.7.56 Save and Close
Attention
Before defining the Inventory Organizations meant to be used as OPM Warehouses, ensure that OPM Companies and OPM Plants are defined. Refer Steps 1.0, 2.0 and 3.0 listed in OPM System Admin section.
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7.8.9 Choose the classification Inventory Organization 7.8.10 Check the check box Enabled 7.8.11 Save
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Choose None for the Warehouse FS1/FS2/FS3/FS4 7.8.30 Change region to Costing Information 7.8.31 Choose a Costing Method (Standard) 7.8.32 Check or uncheck the check box Transfer Details to GL If this check box is unchecked, only summary of the Inventory Transactions will be transferred to GL, and not the complete details. Checking this check box can lead to system slow down when the transactions are transferred to GL. 7.8.33 Check or uncheck the check box Reverse Encumbrance 7.8.34 Choose all the Valuation Accounts 7.8.35 Change region to Revision, Lot, Serial 7.8.36 Enter a Starting Revision (A) Any item assigned to this organization, if placed under revision control will use this value as the first revision. 7.8.37 Choose a Lot Control Uniqueness ( None) 7.8.38 Choose a Lot Number Generation Level (At item level) 7.8.39 Enter a Lot Number Prefix (Any alphanumeric characters) 7.8.40 Enter the total length of the Lot Numbers 7.8.41 7.8.42 7.8.43 7.8.44 Choose the Serial Number Uniqueness (Within Inventory Items) Choose the Serial Number Generation Level (At item level) Enter a Serial Number Prefix (any alphanumeric character) Enter a Starting Serial Number
7.8.45 Change region to ATP Pick, Item Sourcing 7.8.46 Choose an ATP Rule (Mafatlal ATP) If no ATP Rule is attached, you will not be able to do Sales Order Scheduling in Order Entry. 7.8.47 Choose a Picking Rule (Mafatlal Picking) 7.8.48 Enter a Subinventory Order (The value you enter here will be used as a default for all the Subinventories of the organization) 7.8.49 Enter a Locator Order (The value you enter here will be used as a default for all the Subinventories of the organization) 7.8.50 Choose the Item Source Type (Supplier) 7.8.51 Change region to Inter-org Information 7.8.52 Choose a Inter-organization Transfer Charge type (Pre-defined Percent) 7.8.53 Enter the Percent (10) 7.8.54 Choose all the Accounts 7.8.55 Change region to Other Accounts 7.8.56 Choose all the Accounts 71
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7.8.57 Save and Close
Attention
OPM does not use any of the accounts mentioned in the Organizations (Warehouses) for recording the accounting entries. Instead, it uses the accounts mapped in OPM Financials. Along with the saving of each Process enabled Inventory Organization, the System Automatically creates a Subinventory also for that organization with the same name of the Organization.
Attention
7.9 Attention
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N Setup Organization Stock Locators 7.9.1 7.9.2 7.9.3 7.9.4 7.9.5 Choose the Organizations (RM1..RM4 / FG1..FG2 / WG1..WG4) Click on the push button New Enter the Stock Locator Values (L1.1.1 L2.1.1) Optionally enter a Description Choose the Subinventory We will get automatically created subinventories with the same name as that of the currently selected Process enabled Inventory Organization.
8.0
8.2
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9.0
9.2
Set the following profile options at the Responsibility level for each MF responsibility
9.2.1 9.2.2 9.2.3 9.2.4 9.1.8 9.2.5 9.2.6 MO: Operating Unit INV: Inter Company Currency Conversion OE: Set of Books OE: Item validation Organization QP: Item Validation Organization AR Receipt Batch Source AR Transaction Batch Source : Mafatlal Fine : Corporate : Mafatlal : Mafatlal Global : Mafatlal Global : MF Receipt : MF Transaction
7.0
8.0
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N Setup Set of Books Choose Set of Books Chart of Accounts Functional Currency Accounting Calendar : Mafatlal : Mafatlal Accounting ; MAF : Mafatlal
This step must be done separately for each operating unit through its respective responsibility.
8.2 8.3
: No : Yes : No
Account for Payment When Payment is Issued When Payment Clears Account for Gain/Loss When Payment is Issued
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When Payment Clears (G) Calculate Gain/Loss O For each Invoice (K) O For Total Payment (J) Use Future Dated Payment Account O From Payment Document O From Supplier Site (Q) Region: Currency Use Multiple Currencies(X) Require Exchange Rate Entry Exchange Rate Type GL Accounts Realized Gain Realized Loss Rounding Region: Supplier Pay Group Invoice Currency Terms Date Basis Pay Date Basis Bank Charge Bearer Tax Reporting Combined Filing Program Use pay Site Tax Region Income Tax Region Region: Invoice Main Use Batch Controls Confirm Date as Invoice Number Allow online Approval Allow Adjustments to Paid Invoices Recalculate Scheduled Payment Allow Document Category Override Automatically Create Freight Distribution Freight Account GL Date Basis O Invoice Date O System Date : Yes : No : Corporate : Choose your account : Choose your account : Choose your account : Standard : MAF : Invoice : Due : : Yes : Yes : : Yes
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O Goods Received / Invoice Date O Goods received / System Date Pre-payment Payment Terms Settlement Days : Mafatlal Payment :0
Region: Matching Allow Final Matching : Yes Allow Distribution Level Matching : Yes Allow Matching Account Override : Yes Transfer PO Descriptive Flexfield Information : Yes Region: Interest Allow Interest Invoices Minimum Interest Amount Interest Invoice Account Expense Liability Region: Expense Report Default Template Payment Terms Pay Group Payment Priority Apply Advances Automatically Create Employee as Supplier Hold Unmatched Expense Report Region: Payment Bank Account Payment Batch Limit EFT User Number Additional Pay Through Days Allow Document Category Override Discount Exclude Tax From Discount Calculation Method Single Payment Allow Print Allow Void and Reissue Allow Pre-Date Allow Address Change : No : : Choose your account : Choose your account : Travel : Mafatlal Payment : Employee : 50 : Yes : Yes : No : Choose : 1000000 : 13651875 :7 : No : Yes : System Account : Yes : Yes : Yes : Yes
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Remit-To Bank Account Allow Remit-To Account Override Bank Charges Use Bank Charges Region: Invoice Tax Require Tax Entry at Header Use Automatic Tax Calculation Calculation Level O Header O Tax Code O Line Allow Calculation Level Override Distribution Accounts Include Tax Allow Override Region: Withholding Tax Use Withholding Tax Allow Manual Withholding Tax Group Withholding amount Basis Include Discount Amount Include Tax Amount Apply Withholding Tax O Never O At Invoice Approval Time O At payment Time Create Withholding Invoice O Never O At Invoice Approval Time O At payment Time Region: Tax Defaults and Rules Enforce Tax From Account Enforce Tax From Purchase Order Tax Code Defaults PO for Matched Invoices Hierarchy 2 : No : Yes : Yes : No : Yes : Yes : No : 1099 : Yes : Yes
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Supplier Site Supplier Account Financial Options Invoice Header Template Region: Reports 4
3 1
Accounts Payable Trial Balance Report Relieve Future Dated Payment Liability O When Payment is Issued O When Payment Matures O When Payment Clears
8.4
Open Periods
N Setup Calendar Accounting AP Accounting Periods Change the required period status to Open This step must be done separately for each operating unit through its respective responsibility.
9.0
Auto Cash Rules Seq AutoCash Rule 1 Clear the Accounts 2 Apply to the Oldest Invoice First Save
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9.2
Click on Edit Information Application Table Name : Oracle Receivables : AR_LOCATION_VALUES Size 60 60 15
Table Columns Name Type Value : LOCATION_SEGMENT_VALUE Char Meaning : LOCATION_SEGMENT_DESCRIPTION Char ID : LOCATION_SEGMENT_ID Number Where/OrderBy where ar_location_values.location_segment_qualifier = 'STATE' and ar_location_values.location_structure_id in ( select location_structure_id from ar_system_parameters )
Click on Edit Information Application Table Name Table Columns Value : Meaning : ID : Name LOCATION_SEGMENT_VALUE LOCATION_SEGMENT_DESCRIPTION LOCATION_SEGMENT_ID Type Char Char Number Size 60 60 15 80 : Oracle Receivables : AR_LOCATION_VALUES
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Where/OrderBy where ar_location_values.location_segment_qualifier||''='CITY' AND AR_LOCATION_VALUES.parent_segment_id = : $FLEX$.M_STATE (M_STATE is the value set name attached to the Segment State)
Click on Flexfield Qualifier Automatic Exemptions : Yes State : Yes 2. City City Location_ID-Segment2 M_City
Click on Flexfield Qualifier City : Yes Save Close the window Check the check box Freeze Flexfield Definition Click on the push button Compile
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Next Choose MCity Enter names of all City one by one and in the lower block enter the tax rate of each City. Example: Hyderabad Vizag Bombay Pune : 1% : 1.5% : 0% : 2.5%
Note: If any particular location doesnt have tax, then you should not leave the Tax field blank. Ensure that you enter 0 as a value. Otherwise the System will not calculate the tax value for a particular tax authority (a combination of locations of various segments defined as Tax Authority. Refer the next step)
9.2.6 Viewing the Sales Tax Rates for a Particular Tax Authority
N Setup Tax Sales Tax Rates In this window, you can not define any Sales Tax Rate for any Authority. The System will automatically derive the total tax for a particular combination created as Tax Authority in the above step. As per the example given above, AP.Hyderabad will have a Tax Rate of 5 + 1 = 6% Maharahtra.Bombay will have a Tax Rate of 6 + 0 = 6%
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9.3
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Rounding Options Calculation Level Rounding Rule Reporting Currency Precision Min Accountable Unit Allow Override Region: Tax Defaults and Rules Enforce Tax From Revenue Account Tax Code Defaults Customer Site Customer Product Revenue Account System Options Hierarchy 1 2 3 4 : : Yes : Yes : Yes : Yes : Yes : Yes : Account : Item : Country : No : 131070 : Yes :3 : Yes : No : Yes : DEFAULT
Tax Code Exception Rates Use Customer Exemptions Use Item Exceptions Use Item Tax Rate Exemptions (B) Region: Trans and Customers Allow Charges to Printed Transactions Allow Transaction Deletion Allow Payment of Unrelated Transactions Accounting Flex System Item Territory SQL Trace Max Memory (in Bytes) Purge Interface Tables (Z) Log File Message Level Customers Automatic Customer Numbering Automatic Site Numbering Create Reciprocal Customer Group Rule Name
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Region: Miscellaneous Split Amount : 2500 Days in Days Sales Outstanding Calculation : 90 Discount Basis : Lines Only Auto Cash Rule Set : Standard Sales Credit Percent Limit : Accrue Interest Require Billing Location for Receipts Allow Unearned Discount Require Salesperson Discount on Partial Payment Print Remit To Address Trade accounting Installed Print Home Country Bills Receivable Enabled Invoices Per Commit Receipts Per Commit Charge Back Due Date Default Country Source of Territory : Yes : Yes : Yes : No : Yes : Yes : No : Yes : No : 100 : 100 : Open Invoice Due Date : United States : Salesrep
9.4
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8. Enter the Account Number Note: If the Account Use is Internal you have to add additional information of various accounts.
9.5
Choose the following Accounts Receivable Account Freight Account Revenue Account Clearing Account Unbilled Receivable Account Unearned Revenue Account Tax Account Memo Affects Inventory : NO
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Allow Freight Tax Calculation Creation Sign Allow Overapplication Credit Memo Type Start Date : Yes : Yes : Positive Sign : Yes : Mafatlal Credit Memo : Enter
Choose the following Accounts Receivable Account Freight Account Revenue Account Clearing Account Unbilled Receivable Account Unearned Revenue Account Tax Account
9.6
9.7
Define Salesperson
We will be able to access this window only if an employee name is attached to the User. A Salesperson may or may not be an Employee of the Organization. N Setup Transactions Salespersons Click on the push button New Choose a Category (Other) Enter the salesperson Name Enter the Salesperson Number Enter the Start Date Choose the region Receivables Enter Date Active Choose a Sales Credit Type Enter the Freight Account 87
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Enter the Revenue Account Enter the Receivable Account
9.8
9.9
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Attention
In the Order Transaction Type (Step 10.2), in the field named Line Type of the Line Flows assignment window, you will get the above defined Order Line Transaction Types. For an Order Line Transaction Type we cannot assign any Line Flows.
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The Process Name (seeded data) that we assign to a Line Type decides the actions that are to be performed on an Order Line that chooses this Line Type. Region: Main Document Agreement Type Default Return Line Type Default Order Line Type Agreement Required Purchase Order Required Pricing Price List Enforce List Price Credit Check Rule Ordering Shipping Region: Shipping Warehouse Shipping Method Shipment Priority Freight Terms FOB Shipping Source Type Demand Class Scheduling Level Auto Schedule Inspection Required Region: Finance Rule Invoicing Rule Accounting Rule
Source Invoice Source : Non-Delivery Invoice Source : Credit Method For Invoice With Rules Split Term Invoice : Prorate : Prorate
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Receivables Transaction Type: Choose your Transaction Type Cost of Goods Sold Account : Choose your account Currency : USD Currency Conversion Type :
each
Inventory
This step is required only if you intend to process the Sales Order using Oracle Order Shipping. 10.5.1 N Shipping Setup Release Sequence Rule 91
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10.5.2 10.5.3 10.5.4 10.5.5 Enter a name for the Rule Optionally enter a description Enter an effective date Set the following as per your requirement Release Priority Order Outstanding Invoice Value Schedule Date Departure Date Shipment Priority 1 2 Ascending O O O O O Descending O O O O O
each Inventory
Organization (Warehouse)
This step is required only if you intend to process the Sales Order using Oracle Order Shipping. 10.6.1 10.6.2 10.6.3 10.6.4 10.6.5 N Shipping Setup Pick Slip Grouping Rule Enter a name for the rule Optionally enter a description Enter a effective date In the Group By block select options as per your requirement by checking the corresponding check box. Order Number Subinventory Customer Ship-To 10.7 Carrier Departure Delivery Shipment Priority
each
Inventory
10.7.1 N Shipping Setup Shipping Parameters General 10.7.2 Choose the Weight UOM Class 10.7.3 Choose the Volume UOM Class 10.7.4 Choose the Percent Fill Basis (Weight or Volume) 10.7.5 Choose the Release Sequence Rule Pick Release 10.7.6 Choose the Pick Release Grouping Rule 92
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10.7.7 Choose an option for the Print Pick Slip (At the End or Immediate) 10.7.8 Choose a Default Pick Release Document Set 10.7.9 Choose an Auto Create Delivery Criteria (With an Order or Across Order) Departure Planning Choose Line Arrangement Method (All Shippable Items or Parent Item Only) 10.7.11 Choose a Weight Volume Calculation method. (Manual or Automatic) 10.7.10 Confirm Delivery/Departure 10.7.12 Choose a Default Deliver Document Set 10.7.13 Choose a Default Departure Document Set 10.7.14 Choose a Weight Volume Calculation method. (Manual or Automatic) 10.7.15 Choose a Container Inventory Control (Optional or Required) 10.7.16 Check or uncheck the check box Enforce Packing in Containers
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(Finance Charges) Charge Interest (Yes/No) (Finance Charges) Compound Interest (Yes/No) (Finance Charges) Days In Period (Dunning) Send Letters (Yes/No) (Dunning) Letter Set (Invoicing) Tax Printing (Invoicing) Grouping Rule (Consolidated Billing Invoice) Send (Yes/No) (Consolidated Billing Invoice) Format
Attention
Each New Customer must be synchronized to OPM by running the concurrent program called Vendor Synchronization.
Note that the Customer Header definition will be available across operating units but Sites will not be available. Because of these, the Customer Sites must be defined from each responsibility if you want to use the same Customer/Site in two different Operating Units. For example, if a Customer/Site combination called Klopman/Italy is to be used by both MIL Operating Unit and MF Operating Unit, you need to define the Customer Klopman only once from any responsibility, but the Site Italy must be defined from the responsibility Order Management MIL (whose *MO: Operating Unit profile option is set to MIL at the responsibility level) and again from the responsibility Order Management MF (whose *MO: Operating Unit profile option is set to MF at the responsibility level ). 94
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*MO stands for Multi-Org Additional Cares Required while Defining Customers for Synchronizing to OPM 1. The State will not accept more than 4 characters (In the Find/Enter Customer window) 2. The FOB Code selected must be available in OPM 3. The Payment Term Code must be available in OPM Running the Synchronize Customers concurrent program Example: Responsibility OPM All MF OPM All MIL Receivables MF Receivables MIL Operating Unit MF MIL MF MIL
MIL Customers must be Synchronized from OPM All MIL responsibility and MF Customers must be Synchronized from OPM All MF responsibility.
10.10 Define an Internal Customer and include all the Inventory Organization Addresses as Customer Address with Usages Bill To and Ship To.
This step is mandatory for creating Internal Sales Orders and running Reorder Point Planning. N Customers Standard 10.10.1 10.10.2 10.10.3 10.10.4 10.10.5 10.10.6 10.10.7 10.10.8 10.10.9 10.10.10 10.10.11 10.10.13 Name : Mafatlal Internal Choose the region Classification Choose the Type Internal Choose the region Addresses Click on the push button New Country : United States Address : Enter Bring cursor to the field named Usage Choose Bill To as usage Enter a Location Check the check box Active Move cursor to the next line 95
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10.10.14 10.10.15 10.10.16 10.10.17 Choose Ship To as usage Enter a location Choose the Bill To location for this Ship To Check the check box Active
Assign the Inventory Organization Location as the Internal Location of each Ship To Usage.
10.10.18 10.10.19 10.10.20 10.10.21 10.10.22 10.10.23 10.10.24 10.10.25 Keeping the cursor in Ship To usage click on the push button Open Bring cursor to the field named Location in the Internal block Choose the location NSN / NSA / MF1 /MF2 The organization name NewShorrock Nadiad must default Close the window Repeat the steps 12.10.4 to 12.10.19 Choose the location C2 The organization Vizag Operations must default
Parameter
Operating Unit : Mafatlal Industries Ltd (Run the above report for the operating unit Mafatlal Fine also)
This step must be performed for each operating unit through its respective responsibility.
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N Setup financials Payment Terms Name Description Cut off Rank % Due Days : Mafatlal Payment : Payment Term of Mafatlal Group
: 100 : 15
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Region: Supplier Purchasing Ship To Location : MG Bill To Location : MG Inventory Organization : Mafatlal Global (This Org decides the items available to purchasing) Ship Via : FOB : Vendor's responsibility ceases upon transfer to carrier Freight Terms : Due Region: Encumbrance Use Requisition Encumbrance Encumbrance Type Reserve At Completion Use PO Encumbrance PO Encumbrance Type Invoice Encumbrance Type Region: Tax Default Tax Code VAT Registration Member State VAT registration Number Enable Recoverable Tax Default Recovery Rate Cash Basis Encumbrance Calculation Rules Rounding Rule Precision Minimum Accountable Unit Region: Human Resources Business Group Expense Check Address Use Approval Hierarchies Employee Number Method Next Automatic Number * Discussion required : No : : : No : : : : United States : : Yes :0 : Exclude Recoverable Tax : Nearest : : : Mafatlal Group* : Home : Yes : Automatic :1
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Line Type Match Approval Level : Goods : 4-Way
Region: Internal Requisition Order Type : Choose your transaction type Order Source : Choose your sequence Region: Numbering Entry Automatic Automatic Automatic Automatic Type Numeric Numeric Numeric Numeric Next Number 1 500 1000 5000
RFQ Number Quotation Number PO Number Requisition Number Region: Tax Defaults
Hierarchy :1 : :2 :3 :
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12.7.6 Change status to valid 12.7.7 Save
Attention
If you want to assign a particular Position to a particular Employee, the location of the Employee and the location of the Position must be the same.
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12.10.3 12.10.4 12.10.5 12.10.6 12.10.7 12.10.8 12.10.9 12.10.10 12.10.11 12.10.12 12.10.13 Choose the object Document Total Choose Include in the type field Enter a value like 999,999,999,999,999 in the field Value Move cursor to the next line Choose the object Account Range Choose Include in the type field Enter a value like 999,999,999,999,999 in the field Value Move cursor to the low value field (A flex field will pop up now) In the flexfield, for all low values enter zeros and for all high values enter the alphabet Z. Click on OK Save
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Attention
In this window, the field Position will be enabled only if Use Approval Hierarchy check box is checked in Financial Options. If you dont want to use Approval Hierarchy, you can assign the Approval Group to the Job. If the Approval Group is assigned to a Job and subsequently if you enable Use Approval Hierarchy in Financial Options, then the system will Automatically disable all the details that you assigned to the Job. In such cases, you have to do the Approval Assignment again by selecting both Position and Job. 12.11.1 12.11.2 12.11.3 12.11.4 12.11.5 12.11.6 12.11.7 Choose the Position defined in step 14.7 Choose the Job defined in step 14.6 Choose the Document Type in the field Document Type Choose the Approval Group defined in step 14.10 Move Cursor to the next line Choose the next Document Type Choose the Approval Group defined in step 14.10 against the second document type. 12.11.8 Move cursor to the next line and choose the third document type and choose the approval group 12.11.9 Repeat until all the types of documents are selected 12.11.10 Save
Caution
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down arrow, that position which was there in the subordinate block will automatically move to the field named Name in the Position block. Now, you choose all positions subordinate to the position currently there in the Name field of the Position block. 12.12.11 Save
Security Level : Public Access Level : Full Forward Method : Direct Archive On : Approve Default Hierarchy : Mafatlal Approval Workflow : PO Approval Workflow Startup Process : PO Approval Top Process Autocreate Workflow : Autocreate Workflow Startup Process:
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Attention
The Supplier Site name and State Name should not exceed 4 characters. Currency must be selected in Supplier Site. Each New Supplier must be synchronized to OPM by running the concurrent program called OPM Common Purchasing Synchronization.
Note that the Supplier Header definition will be available across operating units but Sites will not be available. Because of these, the Supplier Sites must be defined from each responsibility if you want to use the same Supplier/Site in two different Operating Units. For example, if a Supplier/Site combination called Reliance Industries/Patalganga is to be used by both MIL Operating Unit and MF Operating Unit, you need to define the Supplier Reliance Industries only once from any responsibility, but the Site Patalganga must be defined from the responsibility Purchasing MIL (whose *MO: Operating Unit profile option is set to MIL at the responsibility level) and again from the responsibility Purchasing MF (whose *MO: Operating Unit profile option is set to MF at the responsibility level ). *MO stands for Multi-Org
13.1 Define Subinventories for each Inventory Organization Attention OPM users need not do this step
N Setup Organizations Subinventories Enter a Subinventory Name Optionally enter a Description Save
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OPM users must define the Items in OPM Inventory. Any item defined in OPM will be available in Oracle Applications Inventory with all major attributes enabled. Any correction done in the item from OA Inventory will not reflect in OPM. An OPM Item, if disabled from OPM will be disabled in OA Inventory and when enabled it will get enabled in OA Inventory. N Items Master Items
13.3 Assign the items to their respective subinventory in each organization Attention OPM users need not do this step
N Setup Organizations Subinventory Query the required Subinventory Click on the push button Item/Subinventory Assign the items one by one
13.8 Define Shipping Network Attention OPM users need not do this step
N Setup Organization Shipping Network Click on Find Choose the From Organization (NSN) Choose the To Organization (NSA) Move cursor to the next line Choose the From Organization (NSA) Choose the To Organization (NSN) Move cursor to the next line Choose the From Organization (MF1) Choose the To Organization (MF2)
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Move cursor to the next line Choose the From Organization (MF2) Choose the To Organization (MF1) 13.9
13.10 Define Containers and assign them to each Inventory Organization Attention
OPM users need to do this step only if you are planning to do Shipping from Oracle Order Management N Items Master Items Enter the Container name Enter Description Choose the region Physical Attributes Check the check box Container Choose suitable values for the other physical attributes Save Tools Organization Assignment Assign the Container to the required number of Organizations Save
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