R12 Shared Services Support Multi Org Access Control - MOAC Mary Burns January 17, 2007

Global Financial Architecture General Ledger Ledger & Ledger Sets 6 Major Initiatives Ledger and Ledger Sets Multi-Org Access Control Subledger Accounting Tax Engine Intercompany Bank Model Subledger Accounting (SLA) Dr Cr Bank Model -% Tax Engine Inter Company Projects Receivables Inventory Work in Process Purchasing Payables Multi-Org Access Control

MOAC: Multi-Org Access Control Role based access to Operating Units Perform multiple tasks across operating units without changing responsibilities Belgium Legal Entity Holland Legal Entity Denmark Legal Entity Functional Tasks Order Management Dunning, Collections, Billing Requisition, Demand & Purchase Orders Receiving & Drop Ship Invoice Receipt, Disbursement Customer Data Management Accounting Setup Single Responsibility Belgium Operating Unit Holland Operating Unit Denmark Operating Unit Responsibility Responsibility Responsibility

MOAC In Action Setup – Define Security Profile Select OU Classification Reporting Across OUs Selecting one or all OUs in an AP action

New and Changed Features for Multi-Org Access Control Multi-Org Preferences Enhanced Multiple-Organization Reporting

Multi-Org Access Control Description A single application responsibility can now access, process and report on multiple operating units Companies who have implemented a Shared Services operating model can: Increase operational efficiency and effectiveness Reduce costs

Multi-Org Access Control Description Perform tasks for multiple operating units without changing responsibilities Tasks Enter Payables Invoices View Consolidated Requisitions Perform Collections Process Receiving & Drop Shipments

Multi-Org Access Control Benefits Improve Efficiency Process data across multiple OUs from one responsibility Process transactions more efficiently for companies that have centralized business functions or operate Shared Service Centers Obtain better information for decision making Obtain a global consolidated view of information View information, such as supplier sites and customer sites across multiple OUs Reduce Costs Speed data entry Reduce setup and maintenance of many responsibilities

Multi-Org Access Control Setup and Process Define Operating Units Login into a responsibility Create security profile Open application Run Security List Maintenance Application checks user’s access privilege Set profile options Process data for operating units Automated process

Multi-Org Access Control Setup – Create Operating Unit Financials Accounting Setup Manager OR HRMS Organization Form

Multi-Org Access Control Setup –Define Security Profile Classify Organization as operating unit Select Operating Unit classification

Multi-Org Access Control Setup – Run System List Maintenance

Multi-Org Access Control Setup – Set Profile Options Profile Value Description MO: Security Profile Controls the list of operating units that a responsibility or user can access MO: Default Operating Unit Controls which operating unit will default when accessing an application page MO: Operating Unit R11i profile option that will be maintained for those products and customers not leveraging Multiple Organizations.

Multi-Org Access Control Dependencies and Interactions Oracle HRMS Define operating units Set up Multi-Org Security Profiles Accounting Setup Manager View all operating units assigned to the primary ledger Oracle E-Business Suite Products that Use Operating Units Process data across multiple operating units using Multi-Org Access Control

Multi-Org Access Control Dependencies and Interactions Product Name Leveraging Multi-Org Access Control feature Payables Reduce processing time with the ability to enter invoices for multiple operating units without switching responsibilities. Reduce processing cost with the ability to pay invoices for multiple operating units in a single pay run. Receivables Provide global information for decision making purposes with new cross-org reports. Purchasing Ability to negotiate discounts armed with consolidated requisition demands. Collections Global collections agency with consolidated view of customer accounts and collection tasks for multiple operating units. Accounting Setup Manager Create ledgers and operating units through the Accounting Setup Manager

Multi-Org Access Control Summary Access to multiple operating units within a single application responsibility Perform tasks across multiple operating units: Enter transactions Process data View information Run Reports Increase effectiveness of Shared Service Centers or companies that have centralized business functions Benefits Increase efficiency Obtain better information for decision making Reduce costs

Multi-Org Preferences Description User Level Preferences Specify User Level Preferences Identify a subset of operating units to access Set default Operating Unit specific to that user

Multi-Org Preferences Benefits Increase Efficiency Save key strokes with default operating unit Limit access to operating units you use most User Level Control Eliminate using System Administrators; users can control their own access Reduce cost Perform processes quicker

Multi-Org Preferences Setup and Process System Administrator Login into a responsibility Add Preferences to Menu Open Application SETUP User Select Preferred Operating Units Application Check user’s preferences Select Default Operating Unit Enter data for Preferred Operating Units Automated process

Multi-Org Preferences Setup – Add to SubMenu Navigation: System Administrator > Application > Menu Application Developer > Application > Menu To enable and display Preferences in your menu, request your System Administrator to add the function, FNDMOPREFS to your menu definition. The System Administrator should use either the System Administrator or Application Developer responsibility and select the Menu (Application) option. Select your product’s menu and add the function named User Preferences (FNDMOPREFS). This screenshot is an example using the Oracle Payables setup menu.

Multi-Org Preferences Setup – Set Preferences

Multi-Org Preferences Summary Select preferred operating units Set an default operating unit Benefits Increases efficiency of Shared Service Centers User Level Control Reduce Costs

Enhanced Multi-Org Reporting Description Run reports for multiple operating units from a single responsibility

Enhanced Multi-Org Reporting Benefits Reduce Reporting Time Improve Efficiency

Enhanced Multi-Org Reporting Setup and Process Set up Multi-Org Access Control Login into a responsibility Open Requests Program Program checks access privilege Select Operating Unit and Run Report Automated process

Enhanced Multi-Org Reporting Process – Run Report

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