Organization Setup

Organization Setup Steps Follow the below steps in the order listed. These are the MINIMUM steps necessary to successfully define an Organization for the Oracle Inventory module. Further information on these steps and other optional steps can be found in the Oracle Manufacturing Implementation Manual under Inventory Setup.

1. Define your set of books (GL function)

2. Define your Key Flexfields in the following order.

a. Navigate to Setup /Flexfields / Key. b. Setup the System Items, Item Categories, Item Catalog Group, Stock Locators, Account Alias and Sales Order flexfields.

3. Define locations (used for a variety of functions including receiving and default delivery locations). Note: If you populate the organization field of this form it will only show on the LOV for that organization.

4. Define a workday calendar, also called the manufacturing calendar. Eachorganization references this calendar for planning and scheduling activities. Optionally; define the calendar exceptions sets. Once this is completed, click on 'Special' and Build the calendar. It is suggested that the calendar start on the first day of the work week. For example, if the primary work schedule consists of working Monday through Friday with Saturday and Sunday off, then make the start date on the calendar coincide with a Monday date and end with a Sunday date. Note: A calendar must have at least 1 shift and 1 workday pattern defined. Use the Dates button to review the calendar for accuracy before building it.

5. Define organizations. Assign and enable the appropriate Organization classifications to each organization defined (based on the desired structure). Note: Must have at least 1 INV and 1 GRE/Legal entity Organization. The Business Group classification should not be used unless multi-org functionality will be used.

6. Complete the minimum required 'other' information for each classification selected.

a. GRE/Legal entity: must define an employer identification number and Set of Books.

b. Operating Unit: must define a legal entity. Operating Units are optional.

c. Inventory Org:

i)Accounting information: Set of Books (SOB), Legal Entity,Operating unit (dependant).

ii) Inventory information: Org code, Item Master Org, and calendar, costing Org and method, and Account information (this is located in the costing, inter-org, and other accounts zones), other settings are optional based on the features the customer intends to use.

iii) The Receiving and Customer/Supplier information are optional.

7. Define the Unit of Measure classes. Then define the Units of Measure. Thendefine the Unit of Measure conversions for the application. Note: Each class can only have one (l) base unit of measure. Base units of measure should generally be the smallest unit of measure in the class. Units of measure should have a logical connection to the class they are assigned. When disabling Units of Measure, disable the conversions first, then the Unit of Measure. I it is a base unit, the class should be disabled also. Caution, once an item has been defined in the Item Master, the primary unit of measure for that item cannot be modified.

8. Define subinventories that represent the physical or logical locations for items within an org.anization. Must complete name and description. All otherinformation is optional based on what features of the application will be used. At least one subinventory per Organization must be defined.

9. The remaining Organization setup sections are optional, depending on what features and modules will be utilized. a. Define locators that represent storage structures (for example, aisles or bins) within subinventories. b. Define Shipping Networks and Methods to facilitate Inter-Org Transfers. c. Define Freight Carriers. d. Define Organization Access. If any access information for an organization is defined in this screen, access MUST be defined for ALL responsibilities that require access to that organization. Failure to do this will cause the unlisted responsibilities to no longer function in that organization! e. Define Inter-Company Relations for inter-company functionality. Once these steps are completed the Organization is setup and usable. The user should then proceed with setting up the rest of the inventory system. See the Oracle Manufacturing Implementation guide, or the Oracle Inventory User's guide for instructions on setting up Items, Categories, Costs, Transaction Defaults, and other features of the Oracle Inventory system. It is always advisable to consult Oracle Worldwide Support Services or Oracle Metalink for the current critical patch list for the Inventory Module prior to implementing a new Inventory system.

Profile Options

HR:User Type = HR User This allows the Inventory responsibility to complete the organization setup.

HR:Business Group= {the users Business Group name}(Setup Business Group by default)This points the responsibility to the appropriate Business Group. When multipleBusiness Groups are defined, each responsibility must be associated with one and ONLY one Business Group. A responsibility cannot see organization data from morethan one Business Group.

MO:Operating Unit= {the users Operating Unit name}Used primarily in a multi-org environment. This points the responsibility to the appropriate Operating unit. Set the site level to the default operating unit. If there is more than one Operating unit defined, this profile must be set at the responsibility level for each responsibility.

Thanks & Regards,

S.Grace Paul Regan.