1、资料仅供参考,不当之处，请联系改正。PresenterPresenterPresenter Title1Presenter Title2Oracle Corporation资料仅供参考,不当之处，请联系改正。ORACLE ORACLE 多组织多组织多组织在ORACLE 11i 中的应用资料仅供参考,不当之处，请联系改正。目录目录 什么是多组织?主要特点 多组织的优点 多组织的定义 公司间的会计 定义组织结构 另外的需求 问题&方案资料仅供参考,不当之处，请联系改正。什么是多组织什么是多组织?The Oracle Applications organization model(Multi-Org
2、),defines the organizational structure and organizational relationships of an enterprise within Oracle Applications.The cornerstone of all Oracle Application products.Dictates how transactions flow through different organizations and how those organizations interact with each other.资料仅供参考,不当之处，请联系改正
3、。What is Multi-Org?What is Multi-Org?An Oracle Applications server-side configuration that enables multiple business units in an enterprise to use a single installation of Oracle Applications products.Consolidate all operations under one installation of Oracle Applications,keeping your data resident
4、 on a single database,yet keeping transaction data separate and secure within the logical confines of individual operating units.资料仅供参考,不当之处，请联系改正。Major FeaturesMajor Features Many Organizations in One Installation.Multiple Legal Entities in One Installation.Secure Access to Data.Sell and Ship Produ
5、cts from from Different Legal Entities.Purchase and Receive Products between Organizations.Automatic Accounting for Internal Requisitions.资料仅供参考,不当之处，请联系改正。Advantages of Multi-OrgAdvantages of Multi-Org Multiple financials sets of books in single installation Secure access to globally combined data
6、by operating unit Global customer and supplier registries Automatic intercompany accounting Reduced maintenance of applications software Reporting across Operating Units资料仅供参考,不当之处，请联系改正。Multi-Org DefinitionsMulti-Org Definitions资料仅供参考,不当之处，请联系改正。ResponsibilityResponsibility A level of authority in
7、an Application.Determines data,forms,menus,reports,and concurrent programs users may access in Oracle Applications.Several users may share a responsibility and a single user may have multiple responsibilities.资料仅供参考,不当之处，请联系改正。OrganizationOrganization A business unit such as a plant,warehouse,divisi
8、on,department,company.资料仅供参考,不当之处，请联系改正。Profile OptionsProfile Options Also called System Profiles Changeable options that control the way applications run.Assign organizations and security profiles to responsibility.Can be set at multiple levels-Site,Application,Responsibility,User资料仅供参考,不当之处，请联系改正
9、。The Multi-Org ModelThe Multi-Org ModelThe Multi-Org Model provides a hierarchy that dictates how transactions flow through different business units and how those business units interact.You define the organizations and the relationships between them.资料仅供参考,不当之处，请联系改正。Human Resources Organization Mo
10、delHuman Resources Organization Model资料仅供参考,不当之处，请联系改正。Accounting/Distribution/Materials Management Organization Accounting/Distribution/Materials Management Organization ModelModel资料仅供参考,不当之处，请联系改正。Business GroupBusiness Group An organization that represents the consolidated enterprise,a major divi
11、sion,or an operation company and has no accounting impact.Employee/HR information is secured by business group Partitions HR information and PO Approval Hierarchy Attached to Responsibilities via Profile Option Must have at least one business group资料仅供参考,不当之处，请联系改正。HR OrganizationHR Organization An
12、internal organization such as a department,section or project team which facilitates a complex organization structure for HR tracking.Utilized only by Oracle HR/Payroll and Projects applications and have no impact on the Financial or Manufacturing applications.资料仅供参考,不当之处，请联系改正。Set of BooksSet of Bo
13、oks A financial reporting entity that partitions General Ledger information and uses a single chart of accounts,accounting calendar,and functional currency.Secures General Ledger transaction information such as journal entries and account balances.Attached to Responsibility via Profile Option May ha
14、ve one or more within a single business group.资料仅供参考,不当之处，请联系改正。Legal EntityLegal Entity Represents a legal company for which you prepare fiscal or tax reports.You assign tax identifiers and other legal entity information to these types of organizations.Each Legal Entity is attached to a single GL S
15、et of Books No data is stored at the LE level Currently limited functionality Future enhancements to include greater functionality资料仅供参考,不当之处，请联系改正。Operating UnitOperating Unit An organization that partitions data for Oracle subledger applications(AP,AR,PO,OM)Attached to a single legal entity.Associ
16、ated with a single GL Set of Books.All subledger application transaction data is secured at the Operating Unit level.Attached to Responsibility via Profile Option资料仅供参考,不当之处，请联系改正。Balancing EntityBalancing Entity An organization for which you prepare a balance sheet,represented as a balancing segmen
17、t value in your accounting flexfield.Each Balancing Entity must balance within itself.May have multiple balancing entities within the same operating unit.Secured by Responsibility via Segment Value security rules.资料仅供参考,不当之处，请联系改正。Inventory OrganizationInventory Organization An organization that tra
18、cks inventory transactions and balances,and/or that manufactures or distributes products.Manufacturing plants,warehouses,distribution centers,and sales offices.Applications that secure data by Inventory Organization include(Inventory,BOM,Engineering,WIP,MRP,Capacity,and purchasing receiving.资料仅供参考,不
19、当之处，请联系改正。Master Inventory OrganizationMaster Inventory Organization Top-level inventory organization that controls the attributes assigned to an item and where items and bills of materials are set up.The Master Inventory Organization dictates the costing settings of an inventory organization(this d
20、oes not apply to OPM,which has its own costing functionality).Cannot be shared across sets of books but can be shared across operating units within the same set of books.资料仅供参考,不当之处，请联系改正。ERP ERP 组织关系组织关系Posts to a Single Set of BooksPart of a Legal EntityPart of an Operating Unit会计日历、币种、会计弹性域Highes
21、t Level Org Controls HR Functionsand Access to employees资料仅供参考,不当之处，请联系改正。ERP ERP 组织结构范例组织结构范例资料仅供参考,不当之处，请联系改正。公司间会计业务公司间会计业务资料仅供参考,不当之处，请联系改正。Intercompany TransactionsIntercompany TransactionsSell and Ship Products from different Sets of Books资料仅供参考,不当之处，请联系改正。Sell from One Legal Entity,Ship from
22、AnotherSell from One Legal Entity,Ship from Another Segregation of Trade COGS,Intercompany COGS and Sales Revenue Establish Transfer pricing through ordinary price lists in Order Management.Create Automatic Intercompany AP and AR Invoices Assign to a sales order a warehouse under a different Operati
23、ng Unit posting to a different Set of Books.资料仅供参考,不当之处，请联系改正。Purchase and Receive Products Between OrganizationsPurchase and Receive Products Between Organizations Purchase order operating unit and receiving inventory organization must share the same set of books.In a Future Release you will be abl
24、e to receive to inventory organizations posting to a different set of books.资料仅供参考,不当之处，请联系改正。Global Customers and SuppliersGlobal Customers and SuppliersSite 1:Redwood City,CASite 2:San Francisco,CASite 3:Phoenix,AXSite 1:Atlanta,GASite 2:Iselin,NJSupplier ABC Corp资料仅供参考,不当之处，请联系改正。Global Customers
25、 and SuppliersGlobal Customers and Suppliers Customer and Supplier Header records are Global.Customer and Supplier Addresses(Sites)are Operating Unit Specific.资料仅供参考,不当之处，请联系改正。Determining Your Determining Your Organization StructureOrganization Structure资料仅供参考,不当之处，请联系改正。Determining your Multi-Org
26、StructureDetermining your Multi-Org Structure Business Groups Sets of Books Balancing Entities Legal Entities Operating Units Inventory Organizations资料仅供参考,不当之处，请联系改正。Business Unit ConsiderationsBusiness Unit Considerations Business Group determines list of employees available.Must have at least One
27、 Business Group Oracle Applications comes seeded with a Business Group called Setup Business Group which can be modified to match your organization requirements.资料仅供参考,不当之处，请联系改正。Business Unit ConsiderationsBusiness Unit Considerations As the highest level organization in Multi-Org,You must first se
28、tup Business Units.You must setup all of your Business Units and appropriate responsibilities prior to setting up other organizations.You need multiple business groups if your business requirements necessitate partitioning of employee/HR information such as for operations in different countries.资料仅供
29、参考,不当之处，请联系改正。Set of Books ConsiderationsSet of Books Considerations Organizations with common functional currency,chart of accounts,and accounting calendar may share the same Set of Books.If any one of the three Cs is different,you must have a separate set of books.You may have as many GL sets of b
30、ooks as your enterprise requires.Sets of Books are independent of the Business Unit.资料仅供参考,不当之处，请联系改正。Set of Books ConsiderationsSet of Books Considerations Local accounting and auditing standards or security requirements may necessitate additional sets of books.You may set up multiple sets of books
31、 for additional security.You may consolidate any number of sets of books to a consolidation set of books for your global consolidation reporting requirements资料仅供参考,不当之处，请联系改正。Balancing EntitiesBalancing Entities A Balancing segment value Required for all organizations for which a Balance Sheet is re
32、quired资料仅供参考,不当之处，请联系改正。Legal Entity ConsiderationsLegal Entity Considerations Currently limited functionality Greatest risk in design of architecture as the future features for legal entities are not known.EEC uses legal entity Intrastat Reporting Typically the same level as Balancing Entity资料仅供参考,
33、不当之处，请联系改正。Operating Unit ConsiderationsOperating Unit Considerations Evaluate the sales order entry,shipping,purchasing,accounts payable,and accounts receivable departmental requirements.Separate autonomous operations require separate Operating Units.Identify centralized and decentralized Processes
34、.You cannot mix centralized and decentralized processes within Operating Units.资料仅供参考,不当之处，请联系改正。Inventory Organization ConsiderationsInventory Organization Considerations How many Inventory Locations?Will you require multiple Item Master Organizations?How many child inventory organizations will be
35、required?Will you Inventory Organization be completely functional or will it just contain inventory Master information.资料仅供参考,不当之处，请联系改正。Additional ConsiderationsAdditional Considerations资料仅供参考,不当之处，请联系改正。Security ProfileSecurity Profile Supports service bureau requirements in CRM.Uses HR organization hierarchies to restrict users to access one or more organizations.Assign security profiles with different security rules to responsibilities.资料仅供参考,不当之处，请联系改正。How Security Profile Controls AccessHow Security Profile Controls Access资料仅供参考,不当之处，请联系改正。AQ&资料仅供参考,不当之处，请联系改正。
