Oracle® Fusion Applications Materials Management and Logistics Implementation Guide 11G Release 7 (11.1.7) Part Number E20385-07
Total Page:16
File Type:pdf, Size:1020Kb
Oracle® Fusion Applications Materials Management and Logistics Implementation Guide 11g Release 7 (11.1.7) Part Number E20385-07 March 2013 Oracle® Fusion Applications Materials Management and Logistics Implementation Guide Part Number E20385-07 Copyright © 2011-2013, Oracle and/or its affiliates. All rights reserved. Authors: Kristy Carlile, Brent Bosin, Ari Langer, Doug Myers, Maneesha Nanda, Tina Brand, Suzanne Kinkead, Essan Ni Jirman, P. S. G. V. Sekhar, Barbara Snyder, Srinivas Vellikad, Megan Wallace, Kathryn Wohnoutka, Jacqueline Wood This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents 1 Overview Materials Management and Logistics Offering: Overview ................................................1-1 Getting Started with an Implementation: Overview .........................................................1-3 Manage Application Implementation ............................................................................... 1-4 2 Common Applications Configuration: Define Synchronization of Users and Roles from LDAP User and Role Synchronization: Explained .......................................................................2-1 3 Common Applications Configuration: Define Implementation Users Initial Security Administration: Critical Choices .............................................................. 3-1 Initial Security Administration: Worked Example ............................................................ 3-3 4 Common Applications Configuration: Define Currencies and Currency Rates Manage Currencies ........................................................................................................... 4-1 Manage Conversion Rate Types ....................................................................................... 4-3 Manage Daily Rates ..........................................................................................................4-7 5 Common Applications Configuration: Define Enterprise Structures for Materials Management and Logistics Enterprise Structures: Overview .......................................................................................5-1 Enterprise Structures Business Process Model: Explained ................................................ 5-3 Global Enterprise Configuration: Points to Consider ....................................................... 5-5 Modeling Your Enterprise Management Structure in Oracle Fusion: Example ................. 5-6 Essbase Character and Word Limitations ......................................................................... 5-9 Define Initial Configuration with the Enterprise Structures Configurator ...................... 5-11 Define Enterprise: Manage Enterprise HCM Information ...............................................5-35 Define Enterprise: Manage Locations ............................................................................. 5-41 Define Geographies ........................................................................................................ 5-42 Define Legal Entities: Manage Legal Entity ....................................................................5-63 Define Chart of Accounts for Enterprise Structures: Manage Chart of Accounts ............ 5-68 Define Chart of Accounts for Enterprise Structures: Manage Chart of Accounts Value Sets ...................................................................................................................................... 5-89 Define Chart of Accounts for Enterprise Structures: Manage Accounting Calendars ...... 5-93 Define Accounting Configurations of Enterprise Structures: Manage Primary or Secondary Ledgers .............................................................................................................. 5-96 Define Business Units: Assign Business Unit Business Function .................................. 5-105 Define Business Units: Manage Business Units ............................................................ 5-107 Define Facilities: Manage Facility Shifts, Workday Patterns, and Schedules ................. 5-109 Define Facilities: Manage Inventory Organizations ...................................................... 5-112 6 Common Applications Configuration: Define Security Security Tasks: Highlights ................................................................................................ 6-1 Defining Security After Enterprise Setup: Points to Consider .......................................... 6-4 Security Tasks and Oracle Fusion Applications: How They Fit Together .......................... 6-8 Security Tasks: Overview ................................................................................................6-11 Define Data Security .......................................................................................................6-15 Define Users ....................................................................................................................6-27 7 Common Applications Configuration: Define Automated Governance, Risk, and Performance Controls Segregation of Duties: Explained ......................................................................................7-1 Segregation of Duties in the Security Reference Implementation: Explained .................... 7-2 Defining Segregation of Duties Policies: Points To Consider ............................................ 7-4 Managing Segregation of Duties Risks and Violations: Critical Choices ........................... 7-6 Role Provisioning and Segregation of Duties: How They Work Together ......................... 7-8 8 Common Applications Configuration: Define Help Configuration Define Help Configuration: Overview ..............................................................................8-1 Set Help Options .............................................................................................................. 8-1 FAQs for Assign Help Text Administration Duty .............................................................8-4 Help File Customization ...................................................................................................8-4 Embedded Help Customization ......................................................................................8-15 9 Common Applications Configuration: Maintain Common Reference Objects Maintain Common Reference Objects: Overview ............................................................. 9-1 Define Application Taxonomy .........................................................................................