THE STEPS TO SET UP A NEW ORG

1) SYSTEM ADMINISTRATOR>>Create Responsibility: Setup (USER RESPONSIBILITY)


2) SYSTEM ADMINISTRATOR>>For the Set Up responsibility, set the following profile: ‘HR:User Type’ to the value ‘HR User’.


3) USER RESPONSIBILITY>>Create ‘BG’ Business Group:


a. Enable and add the following info: Others>>Business Group Info DFF


4) USER RESPONSIBILITY>>Attach and enable ‘HR Organization’ to the same BG:


5) SYSTEM ADMINISTRATOR>>For USER RESPONSIBILITY set the profile option: ‘HR: Security Profile’ to the value ‘BG’


6) SYSTEM ADMINISTRATOR>>Ensure that the same value gets reflected in the profile: ‘HR:Business Group’ for USER RESPONSIBILITY


7) USER RESPONSIBILITY>> Create Location ‘HQ Location’ and assign the address:


8) USER RESPONSIBILITY>>Create New Chart of Account define a new ‘Accounting Flexfield’


I. Flexfields>>Key Flexfields: Define a new KFF ‘ACCOUNTING_FLEXFIELD’


II. USER RESPONSIBILITY>>Allocate Flexfield Qualifiers to each of the segments defined through the ‘Segments Qualifier’ button on the screen: KFF>Segments


Associate the segments according to the following:


Company >> Balancing Segment


Cost Center >> Cost Center Segment


Account >> Natural Account Segment


9) SYSTEM ADMINISTRATOR>>Once Value Sets have been allocated to each KFF segment; assign values to these sets. Now that the value sets are associated with Accounting Flexfield KFF, we have to provide a Segment Qualifier for each value of all the sets.


Application>>Validation>>Values


10) USER RESPONSIBILITY>>Return to KFF Segments screen. >Select ‘Freeze Flexfield Definition’ check box.


11) SYSTEM ADMINISTRATOR>>Search for a suitable currency, else create one: Application>> Currency


12) USER RESPONSIBILITY>>Create a new calendar: Application>> Calendar


13) Create New SOB ‘SOB’: Accounting>>SOB>>Define


SOB Ties together the following C’s: Chart of Account, Calendar and Currency.


14) USER RESPONSIBILITY>>Create ‘OU’: Organizations>>Organizations


Define the Org and attach Location defined in earlier steps.


Only after assigning location, attach a GRE /Legal entity to this site and enable it.


The Organization form prompts for saving data after every change.


Others>> Legal Entity Accounting assign the SOB


15) USER RESPONSIBILITY>>Attach an Operating Unit and enable it.


Others>>Operating Unit Info; assign Legal Entity and SOB


USER RESPONSIBILITY>>Also provide Additional Org Info


16) Attach Inventory Org and enable it


17) USER RESPONSIBILITY>>Enter the following in Others>>Accounting Info


18) USER RESPONSIBILITY>>Enter the Following Info in Others>>Inventory Info


Value to be entered in Organization Code needs to be 3 char wide.


This value is used for Securing Organization Access.


19) USER RESPONSIBILITY>>Enter info about receiving options in Others>>Receiving Information


20) SYSTEM ADMINISTRATOR>>Set the profile option: ‘GL Set of books name’ for USER RESPONSIBILITY to the value ‘Set Of Books’.


21) SYSTEM ADMINISTRATOR>>Set the profile option: ‘MO Operating Unit’ for USER RESPONSIBILITY to the value ‘OU’


22) USER RESPONSIBILITY>>Choose the SOB: Accounting> Set of Books>> Choose


23) USER RESPONSIBILITY>> Set back the Inventory Org ID in the Location Screen


24) SYSTEM ADMINISTRATOR>>Run ‘Replicate Seed Data’ Request with Parameter as ‘OU’


Parameter displayed in the Concurrent Requests is the Org ID value for the Operating Unit.


25) USER RESPONSIBILITY>>Encapsulate data and provide for data compartmentalization by granting organization access: Organization>> Organization Access


Allocate the Inventory Org to the Responsibility.


This is where the data is secured to the Responsibility.


26) SYSTEM ADMINISTRATOR>> Run ‘Multi-Org Setup Validation Report’