ORACLE多组织架构(英文)8194.pptx

PresenterPresenter Title1Presenter Title2Oracle CorporationORACLE 多组织多组织多组织在ORACLE 11i 中的应用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&方案什么是多组织什么是多组织?TheOracleApplicationsorganizationmodel(Multi-Org),definestheorganizationalstructureandorganizationalrelationshipsofanenterprisewithinOracleApplications.ThecornerstoneofallOracleApplicationproducts.Dictateshowtransactionsflowthroughdifferentorganizationsandhowthoseorganizationsinteractwitheachother.WhatisMulti-Org?WhatisMulti-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 on a single database,yet keeping transaction data separate and secure within the logical confines of individual operating units.MajorFeaturesMajorFeaturesManyOrganizationsinOneInstallation.MultipleLegalEntitiesinOneInstallation.SecureAccesstoData.SellandShipProductsfromfromDifferentLegalEntities.PurchaseandReceiveProductsbetweenOrganizations.AutomaticAccountingforInternalRequisitions.AdvantagesofMulti-OrgAdvantagesofMulti-OrgMultiple financials sets of books in single installationSecure access to globally combined data by operating unitGlobal customer and supplier registriesAutomatic intercompany accountingReduced maintenance of applications softwareReporting across Operating UnitsMulti-Org Multi-Org DefinitionsDefinitionsResponsibilityA level of authority in 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.OrganizationA business unit such as a plant,warehouse,division,department,company.Profile OptionsAlso called System ProfilesChangeable options that control the way applications run.Assign organizations and security profiles to responsibility.Can be set at multiple levels-Site,Application,Responsibility,UserThe Multi-Org ModelINV:Vision Corp INV:Vision Corp(Inventory Org.)(Inventory Org.)Vision Corporation Vision Corporation(GL Set of Books)(GL Set of Books)LE:Vision Corp LE:Vision Corp(Legal Entity)(Legal Entity)Vision Vision CorporationCorporation (Business Group)(Business Group)OU:Vision Corp OU:Vision Corp(Operating Unit)(Operating Unit)Balancing Balancing Entity 1Entity 1Balancing Balancing Entity 2Entity 2The 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.Human Resources Organization ModelGRE/HR GRE/HR ORGORG人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织业务组业务组业务组业务组人事组人事组人事组人事组织织织织GRE/HR GRE/HR ORGORG人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织人事组人事组人事组人事组织织织织Accounting/Distribution/Materials Management Organization Model法律实体法律实体法律实体法律实体经营单位经营单位经营单位经营单位库存组织库存组织库存组织库存组织帐套帐套帐套帐套经营单位经营单位经营单位经营单位经营单位经营单位经营单位经营单位经营单位经营单位经营单位经营单位库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织库存组织法律实体法律实体法律实体法律实体Business GroupAn organization that represents the consolidated enterprise,a major division,or an operation company and has no accounting impact.Employee/HR information is secured by business groupPartitions HR information and PO Approval HierarchyAttached to Responsibilities via Profile OptionMust have at least one business groupHR OrganizationAn 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.Set of BooksA 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 OptionMay have one or more within a single business group.Legal EntityRepresents 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 Set of BooksNo data is stored at the LE levelCurrently limited functionalityFuture enhancements to include greater functionalityOperating UnitAn organization that partitions data for Oracle subledger applications(AP,AR,PO,OM)Attached to a single legal entity.Associated with a single GL Set of Books.All subledger application transaction data is secured at the Operating Unit level.Attached to Responsibility via Profile OptionBalancing EntityAn organization for which you prepare a balance sheet,represented as a balancing segment 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.Inventory OrganizationAn organization that tracks 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.Master Inventory OrganizationTop-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 does 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.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Highest Level Org Controls HR Functionsand Access to employees法律实体法律实体法律实体法律实体经营单位经营单位经营单位经营单位库存组织库存组织库存组织库存组织帐套帐套帐套帐套业务组业务组业务组业务组ERP 组织结构范例组织结构范例UK Division UK Division(LE)(LE)UK Sales UK Sales Office(OU)Office(OU)UK Plant UK Plant(INO)(INO)UK UK Operations Operations SOBSOBPittsburgh Pittsburgh Plant(INV Plant(INV Master Org)Master Org)US US Operations Operations SOBSOBEastern Eastern Division Division(LE)(LE)Northeast Northeast Region(OU)Region(OU)Western Western Operations Operations(LE,OU,INO)(LE,OU,INO)Southeast Southeast Region(OU)Region(OU)Orlando Orlando Plant(INO)Plant(INO)Atlanta Atlanta Plant(INO)Plant(INO)公司间会计业务公司间会计业务Intercompany TransactionsSell and Ship Products from different Sets of BooksUK Sales OfficeUK Sales OfficeCustomer Customer InvoiceInvoiceUS Sales OfficeUS Sales OfficeCustomerCustomerSales Sales OrderOrderProduct Product ShipmentShipmentPaymentPaymentInterco Interco InvoiceInvoiceSell from One Legal Entity,Ship from AnotherSegregationofTradeCOGS,IntercompanyCOGSandSalesRevenueEstablishTransferpricingthroughordinarypricelistsinOrderManagement.CreateAutomaticIntercompanyAPandARInvoicesAssigntoasalesorderawarehouseunderadifferentOperatingUnitpostingtoadifferentSetofBooks.Purchase and Receive Products Between OrganizationsPurchaseorderoperatingunitandreceivinginventoryorganizationmustsharethesamesetofbooks.InaFutureReleaseyouwillbeabletoreceivetoinventoryorganizationspostingtoadifferentsetofbooks.Global Customers and SuppliersSite 1:Redwood City,CASite 2:San Francisco,CASite 3:Phoenix,AXSite 1:Atlanta,GASite 2:Iselin,NJUS West US West Operations Operations(Operating Unit)(Operating Unit)US East US East Distribution Distribution(Operating Unit)(Operating Unit)Supplier ABC CorpGlobal Customers and SuppliersCustomerandSupplierHeaderrecordsareGlobal.CustomerandSupplierAddresses(Sites)areOperatingUnitSpecific.Determining Your Organization StructureDetermining your Multi-Org StructureBusiness GroupsSets of BooksBalancing EntitiesLegal Entities Operating UnitsInventory OrganizationsBusiness Unit ConsiderationsBusinessGroupdetermineslistofemployeesavailable.MusthaveatleastOneBusinessGroupOracleApplicationscomesseededwithaBusinessGroupcalledSetupBusinessGroupwhichcanbemodifiedtomatchyourorganizationrequirements.Business Unit ConsiderationsAsthehighestlevelorganizationinMulti-Org,YoumustfirstsetupBusinessUnits.YoumustsetupallofyourBusinessUnitsandappropriateresponsibilitiespriortosettingupotherorganizations.Youneedmultiplebusinessgroupsifyourbusinessrequirementsnecessitatepartitioningofemployee/HRinformationsuchasforoperationsindifferentcountries.Set of Books ConsiderationsOrganizations 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 books as your enterprise requires.Sets of Books are independent of the Business Unit.Set of Books ConsiderationsLocalaccountingandauditingstandardsorsecurityrequirementsmaynecessitateadditionalsetsofbooks.Youmaysetupmultiplesetsofbooksforadditionalsecurity.YoumayconsolidateanynumberofsetsofbookstoaconsolidationsetofbooksforyourglobalconsolidationreportingrequirementsBalancingEntitiesBalancingEntitiesABalancingsegmentvalueRequiredforallorganizationsforwhichaBalanceSheetisrequiredLegal Entity ConsiderationsCurrentlylimitedfunctionalityGreatestriskindesignofarchitectureasthefuturefeaturesforlegalentitiesarenotknown.EECuseslegalentityIntrastatReportingTypicallythesamelevelasBalancingEntityOperating Unit ConsiderationsEvaluatethesalesorderentry,shipping,purchasing,accountspayable,andaccountsreceivabledepartmentalrequirements.SeparateautonomousoperationsrequireseparateOperatingUnits.IdentifycentralizedanddecentralizedProcesses.YoucannotmixcentralizedanddecentralizedprocesseswithinOperatingUnits.Inventory Organization ConsiderationsHowmanyInventoryLocations?WillyourequiremultipleItemMasterOrganizations?Howmanychildinventoryorganizationswillberequired?WillyouInventoryOrganizationbecompletelyfunctionalorwillitjustcontaininventoryMasterinformation.Additional ConsiderationsSecurity ProfileSupports 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.How Security Profile Controls AccessSecurity Security Profile 2Profile 2Security Security Profile 1Profile 1Operating Operating Unit BUnit BOperating Operating Unit CUnit COperating Operating Unit AUnit AResponsibilityResponsibilityResponsibilityResponsibilityUserUserUserUserAQ&Q U E S T I O N SA N S W E R S