How to setup a new Organization and Set of Books for a Payables Responsibility

 

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. 


----------------------------------------------- 


 


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.