Oracle grants accounting 3
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This document discusses how organizations, jobs, and employees are defined and used in Oracle Grants Accounting. It defines key entities like organizations, jobs, and employees and how they integrate with Oracle HRMS. It also covers multiple-organization support, organization hierarchies, and how operating units are used to partition subledger data.
Oracle grants accounting 3
- 2. Objectives – Define organizations and assign grants-related organization classifications – Describe Multiple-Organization Support in Oracle Grants Accounting – Define jobs and employees
- 3. Agenda – Overview of Integration with Oracle HRMS – Organizations – Multiple-Organization Support – Jobs – Employees
- 4. Entities shared with Oracle Grants Accounting Overview of Integration with Oracle HRMS Oracle Human Resources Oracle Grants Accounting Oracle Grants Accounting Employees Organizations and Organization Hierarchies Business Group Definitions Jobs
- 5. Agenda – Overview of Integration with Oracle HRMS – Organizations – Multiple-Organization Support – Jobs – Employees
- 6. Use of Organizations in Oracle Grants Accounting Uses of Organizations in Oracle Grants Accounting Award/Project/Task Owning Organizations Expenditure Organizations Burden Schedule Budgeting/Resource Lists
- 7. Defining Organizations 2. Define the basic organization information. 1. Define locations. 3. Assign organization classifications to the organization. Location: Atlanta Chemistry Department Project/task owning organization Project/ expenditure/ owning organization
- 8. Organization Classifications Organization Classifications Related to Oracle Grants Accounting Business Group Operating Unit HR Organization Project/Task Owning Organization Project Expenditure/Event Owning Organization Project Invoice Collection Organization
- 9. Organization Hierarchies Example: Assign the Project/Task Owning Organization Hierarchy in each operating unit to control which organizations can own project and/or tasks. Progress (S&L) Project/Task Owning Organization Progress-HR Project/Task Owning Organization Progress-Finance Project/Task Owning Organization Project/Task Owning Organization Hierarchy
- 10. Assigning Organization Hierarchies Oracle Grants Accounting Project/Task Owning Organization Hierarchy Expenditure/Event Owning Organization Hierarchy Default Reporting Organization Hierarchy Project Burdening Organization Hierarchy Assign organization hierarchies in Oracle Grants Accounting to determine which organizations are used for reporting and processing.
- 11. Agenda – Overview of Integration with Oracle HRMS – Organizations – Multiple-Organization Support – Jobs – Employees
- 12. Multiple Organization Installation Responsibility determines operating unit. Ledger Legal Entity Legal Entity Operating Unit Operating Unit Master Inventory OrgInventory Org Inventory Org Inventory Org Inventory Org Operating Unit
- 13. Operating Units Operating Units partition subledger data. Operating Unit 1 Operating Unit 2 Business Group A Oracle Grants Accounting Oracle Purchasing Example Subledgers Oracle Grants Accounting Oracle Purchasing Example Subledgers
- 14. Single Business Group Access Business Groups Legal Entities Operating Units University College 1 College 2 LawEng. Art & History Hospital Center Out Patient Business group data is partitioned. Hospital
- 15. Cross Business Group Access Top Organization Business Groups Legal Entities Operating Units World Bank United States United Kingdom US Health US Tech. UK Health London New York DenverDallas Business group data is shared.
- 16. Example Operating Unit 1 Operating Unit 2 For example, Oracle Projects setup that is operating unit specific: – Projects type – Project Templates – Agreement Types For example, Oracle Grants Accounting setup that is operating unit specific: – Award Types – Award Roles – Award Templates Business Group A
- 17. Agenda – Overview of Integration with Oracle HRMS – Organizations – Multiple-Organization Support – Jobs – Employees
- 18. Jobs Job: 9950.SUPERVISOR Assign jobs to employees. Invoice Line Groupings Resource Lists Award Status Inquiry (SSI) Reporting Use jobs in Oracle Grants Accounting.
- 19. Agenda – Overview of Integration with Oracle HRMS – Organizations – Multiple-Organization Support – Jobs – Employees
- 20. Employees in Oracle Grants Accounting Example: Employees Award Key Member Award Role Contingent Labor
- 21. Defining Employees Employee Information Last Name First Name Employee Number Start Date HR Organization Job Supervisor Billing Title Expense Address Flag Define required employee information
- 22. Defining Employee HR Assignments Organization (HR Organization) Progress Special Org Job 9950.SUPERVISOR Position 95001. SPL ORG SUPERVISOR Supervisor Palmer, Mr. James John HR Assignment Employee
- 23. Summary – Define organizations and assign grants-related organization classifications – Describe Multiple-Organization Support in Oracle Grants Accounting – Define jobs and employees