Implementing DBI for Financials in R12

Question

Hi,
We are currently in the process of implementing DBI for Financials for our client.
Could someone help me understand how to implement the manager reporting setup? Escpecially the mapping of company costcenters to HR company cost center organizations.
I would appreciate an example very much.

Answer 1

For setting up mananger reporting in R12, you will have to do the following:
1) make sure that the user is associated with a person
2) user is a manager in the hr hierarchy i.e user has other people reporting to him/her
3) define the cost centers in the FDHM in DBI using the DBI admin responsibility
4) set up the same cost centers as organizations in HR using HRMS responsibility and have the user set up as manager reporting for the cost centers you want him/her to have access.
5) after completing these steps when you run the financials dashbord you should see the name of the user in the drop down for manager
--manager reporting is required only for P&L dashboards.
For others(other than P&L) including payables, provide access as Company Cost Center Role, Fund Manager, Financial Analyst using DBI admin responsibilty (Data Security: Delegation> Administer Company and Cost Center Security).
If you have a metalink account, here is the link to the whitepaper on setting up manager reporting.
https://metalink.oracle.com/metalink/plsql/f?p=200:101:7931058767591059787::::P101_URL:PL_DB_Whitepaper.pdf
Thanks,
Paami.