- goal: How to setup a new up a new Organization and Set of Books for a
Payables Responsibility - fact: Oracle Payables
fix:
How to setup a new organization in Multi-Org environment
========================================================
1) Determine if you are in Multi-Org environment:
sqlplus apps/password
select multi_org_flag
from fnd_product_groups;
If it returns 'Y', you are in Multi-Org environment.
If it returns 'N', you are not, please contact with AutoInstall group
to get the Multi-Org patches.
Now we assume you are in Multi-org environment.
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2) Create a Location for a new organization:
Manual Path: Purchasing Manager or Inventory Manager Responsibility,
Setup, Organizations, Locations
Example:
Name = ORLANDO
Inventory Organization = leave blank
Description = Orlando Headquarter
Address Style = United States
Address = "1 Main St., Orlando, FL, 32822, Orange, United States"
Ship-To Location = ORLANDO
Please fill in any required field.
3) Create a new organization:
Manual Path: Purchasing Manager or Inventory Manager Responsibility,
Setup, Organizations, Organizations
Example:
Name = Orlando HQ
Type = Corporate Headquarters
From = 01-JAN-99
Location = ORLANDO
Organization Classifications (name = Operating Unit, Enable = Yes)
Press 'Others' button, set Legal Entity = Global Computers Inc. ???JANE
How to setup a new AP responsibility for the new organization
============================================================
1) Create a new AP responsibility:
Manual Path: System Administrator Responsibility,
Security, Responsibility, Define
Example:
Responsibility = AP Manager ORLANDO
Application = Oracle Payables
Description = AP Manager ORLANDO
Effective Dates (From = 01-JAN-99)
Data Group (Name = Standard, Application = Oracle Payables)
Menu = AP_NAVIGATE_GUI12
Request Group (Name = All Reports, Application = Oracle Payables)
2) Connect the new AP responsibility to the new organization:
Manual Path: System Administrator Responsibility,
Profile, System
Example:
Click on Responsibility, choose "AP Manager ORLANDO",
set Profile = 'MO: Operating Unit", press "Find" button,
set it to "orlando HQ"
3) Assume you have already defined a new set of books "Orlando Operations&
quot;,
now we need to connect the new set of books to the new AP responsibility:
Manual Path: System Administrator Responsibility,
Profile, System
Example:
Click on Responsibility, choose "AP Manager ORLANDO",
set Profile = 'GL Set of Books Name', press "Find" button,
set it to "Orlando Operations".
4) Add the new AP responsibility into your responsibilities:
Manual Path: System Administrator Responsibility,
Security, User, Define
Example:
Query on your user name, add "AP Manager ORLANDO" into your
responsibilities
list.
5) Basic Setup in AP for the new AP responsibility:
Manual Path: AP Manager ORLANDO Responsibility,
Setup, Set of books, choose
Example:
QuickPick your new set of books "Orlando Operations".
Now you can start your setups in AP.