Oracle HRMS > Implementation Steps

Checking for the Business Group

Step 1

      Check for Profile – HR: Security Profile with responsibility of Saudi HRMS Manager
      Attach the business Group – set up business group.

Step 2

      Check for Profile - HR: User Type with responsibility of Saudi HRMS Manager
      Attach the value “HR with Payroll User” at Responsibility Level

Step 3

      Creation of Business Group Responsibility – Saudi HRMS Manager
      Navigate -> Work Structure-> Organization -> Description
      Click on New Button and enter the details

Step 4

      Check for Profile - HR:Business Group with responsibility of Saudi HRMS Manager
      Attach the value of New Business group at Responsibility level.

Step 5

      Adding business Group to the Responsibilities for 3 Profile options –
      A) HR:Business Group
      B) HR: Security Profile
      C) HR:User Type

      Sysadmin responsibility ? Profiles ?System Query Responsibility of –
      AP, AR, GL, FA, CM, INV, PO, OM

Step 6

      Creation of Location Responsibility ? Inventory Operations
      Setup-> Organizations -> locations
      Enter the Details and save the transactions.
      To add cities -> Navigate to Application Developer -> Common lookups -> query for SA_CITY -> Add the cities in the screen and Save.

Step 7

      Creation of Currency. Responsibility – General Ledger
      Navigate -> General Ledger Super user -> Set up -> Currencies -> Define
      Query for SAR -> Check the Enabled Check box. Save.

Step 8

      Creation of Calendar. General Ledger Responsibility
      In case an Adjusting Period has to be defined, then navigate to
      Setup -> Financials -> Calendars -> Period Types

      Enter the Period Type with the Number of Periods per Year Value with description.
      Setup -> Financials -> Calendars -> Accounting

      Note: Adjustment Calendar has to be created and tick on the check box – Adjusting (The Calendar type should have 13 as number of period to created adjustment period)

      In the similar way, create calendar for all Sob’s to be created.

Step 9

      Creation of accounting flexfield.
      Navigate – Setup-> Financials -> Flexfields -> key -> Segments -> Enter
      Query for all -> Select General Ledger as application and Accounting Flexfield as Flexfield Title name

  • Create the new row and name the code, title (Will Default) and Description for the Accounting Flexfield to be created.
  • Click on Segments and click on New button
  • Enter the details and place the cursor in Value Set and click on Value Set button
  • Create the Value Set and save the changes done.
  • Click on Cross Validate Segments.
  • Click on Flexfield Qualifier and select the check box if necessary. (Company, Account and Cost Center is mandatory).
  • Save
  • Check once for the segments defined in the system.
  • Click on Freeze – Flexfield Definition check box.
  • Click on compile and you have to get a message of compile done successfully.

Step 10

      Add values to KFF
      Navigate – setup > financials > Flexfields > key > values

  • Chose the Application General Ledger
  • Chose the title as Accounting
  • Chose the accounting structure created in earlier step
  • Chose the segment
  • Add values of Account code required in next step to create SOB. – Retained Earnings, Suspense account, Round off account along with other values of Segments required.

Step 11

      Creation of Jurisdiction
      Legal Entity Manager
      Navigate ? Setup Tab ? Jurisdictions
      In the Webpage, chose the Create Jurisdiction : Legislative Category as “Company Law” and click on Go Button

  • Enter the Territory Name as “Saudi Arabia” or chose from the list by clicking the lens button
  • Enter the Name as “Saudi Arabia”
  • Chose the identifying as “Yes”
  • Chose the Legal Entity registration code as “Registration Number (Registration Number – No Validation)
  • Leave the establishment Registration code as Null
  • Display on Create = “Yes”
  • Chose Apply Button.

Step 12

      Creation of Legal Address
      In the same webpage, chose the option Addresses and click on Create button

  • Update all the Fields in the screen and click on Apply button.
  • Enter the Name as “Saudi Arabia”
  • Chose the identifying as “Yes”
  • Chose the Legal Entity registration code as “Registration Number (Registration Number – No Validation)
  • Leave the establishment Registration code as Null
  • Chose Apply Button.

Step 13

      To create Legal Entity
      In the same webpage, chose the tab Legal Entities and select create Legal Entity

  • Update the Territory as “Saudi Arabia”
  • Update the Legal Entity Name, Organization name, and other details.
  • Enter the Legal Address name and General Information if available.
  • Click on Apply button.

Step 13.0

      To Complete the Accounting Setups
      Note: Please compile DFF for General Ledger Application and Name Ledgers and proceed.
      Navigate : GL Super User ? Setups ? Financials ? Accounting Setup Manager ? Accounting Setups

Step 13.1

      Create Accounting Setup

  • In the Screen, click on create Accounting Setup
  • Click on Next Button to update the Ledger Name, Chart of Accounts, Calendar and Currency
  • Click on Next Button
  • View all the details carefully and chose Finish Button.

Step 13.2

      Steps to update E***** Telecommunication Company Ledger created by Previous Step 13.1

  • Search for Ledger “E***** telecommunication Company”
  • Chose update Accounting Options
  • Click on Add Legal Entity Button
  • Update the Balancing segment value
  • For the setup step Ledger Option and chose Update
  • Update the description, First ever opened period, number of future periods to 3
  • Chose the Sub ledger Accounting Method as “Standard Accrual”
  • Click on the next button and update all the fields – Retained Earnings, suspense account, etc,.,
  • Ensure to complete all the 4 steps and click on Finish Button
  • Chose Return to Accounting setups

13.3 – Update Reporting Currency Option

13.4 – Update Sub Ledger accounting options

13.6 – Chose Complete Button after updating all options.

      This will run a concurrent request program and system will give you the details and verify the output of the concurrent request program.

      Upon Returning back to Accounting setup screen, the status will be updated against the Ledger name

Step 14

      To create Ledger Sets
      Navigate > Setup > Financials > Ledger Sets

  • Enter the Ledger Set
  • Enter the Short name
  • Enter the description
  • Enter COA, Calendar.
  • Attach the Ledger/Ledger set. (click on the LOV and it will appear)
  • Save

Step 15

      To create the Data Access Set
      Navigate > Setup > Financials > Data Access Set

  • Enter the Data Access Set
  • Update the Chart of accounts, Calendar, Asset Set Type – Full Ledger
  • Chose the Default Ledger
  • Chose the Ledger and Ledger set and give privilege “Read and Write”

Step 16

      Define the Lookups for Organization type
      Go to Application Developer Responsibility
      Navigate – application ? Lookups? Common Lookups
      Query for ORG_TYPE and add the required org types.

      Note: This will be LOV at the time of creating the Organization in Inventory Responsibility. (Organization Type)

Step 17

      Enter the Organization details - Legal Entities.
      Go to Inventory Operations Responsibility
      Setups > Organization > Organizations

  • Enter the Organization name
  • Chose the Type (If the Required Type not available, perform the steps as shown in Step 11)
  • Select the Location (If the City name is not appearing, then go to Application developer and add the same in the Common lookups of City. Eg: Saudi Arabia will be SA_CITY.
  • Save
  • Chose the Organization classification as Saudi GOSI Office. Save and enter the office code in other field. Save the changes done.
  • Chose the organization of GRE / Legal Entity and enable the same.
  • Save and enter the others button and chose the details for Saudi GOSI Details. (Refer next step for clarifications). Click on OK and Save.
  • Click on others and attach the required SOB for the organization being defined.
  • Save.

Step 18

      Entering Details in GOSI Form while creating the Legal Entity.

  • Create Saudi GOSI Office in Organization Classification and enable the same. Save.
  • Create Employee who will the Signatory in Employee form – Either in purchasing or HRMS
  • Place the cursor on GRE/LE Entity and click on other button
  • Chose Saudi GOSI Details and enter the information of number
  • The legal entity name given earlier defaults in the next column.
  • Select the rate as Fixed or appropriate one required.
  • Select the Signatory. (In case new name is required, define the same in Employee form).
  • Press OK Button and save.

Step 19

      Enter the Organization details - Operating Units.
      Setups > organizations > Organizations

  • Enter the name of the OU
  • Select the Type
  • Enter the location details
  • Enter the Org Classification as Operating Unit and enable the same. Save
  • Click on others and add the information of operating unit information.
  • Select the appropriate Legal Entity name and SOB should default.

Step 20

      Creation of Inventory Organization
      Setups > organizations > Organizations

  • Enter the organization name
  • Assign the Org Classification as Inventory organization. Enable
  • Check on others and enter all the Information required – Accounting, Receiving etc.

Step 21

      Define Responsibilities
      Security > Responsibility > Define

  • Query for Existing Responsibility that suits the current requirement
  • Make a note of Menu , Reports Group
  • Create the new responsibility and attach the menu by giving all other details.

Step 22

      Set up Profile Option

  1. MO: Operating Unit –
    • Query for System Profiles with Profile Value as “MO: Operating Unit” against all Responsibilities created.
    • Attach the Operating Unit at Responsibility Level.
  2. HR Security Profile
    • Query for System Profiles with Profile Value as “HR: Security Profile” against all Responsibilities created.
    • Attach the BG at Responsibility Level.
  3. HR:User Type
    • Query for System Profiles with Profile Value as “HR: Security Profile” against all Responsibilities created.
    • Attach the HR User at Responsibility Level.
  4. GL Set of Books Name
    • Query for System Profiles with Profile Value as “GL Set of Books Name” against all Responsibilities created.
  5. Attach the correct SOB for all the responsibilities.

Step 23

      Set the Profile Option for MO: Operating Unit at Site Level for one of the newly created Operated Unit.

Step 24

      Run the Replicate Seed Data Program for the Operating Unit.

Step 25

      Start with the Individual Module Setups – Details Covered in BR 100 Documents of Individual Modules.