Multi-Org impact on Oracle CRM modules especially on Oracle Service

Multi-Org impact on Oracle CRM modules especially on Oracle Service
====================================================
I have been searching for any information (notes,whitepapers/ presentation) on the impact of multi org implementation on Oracle Service module and so far not been able to find any either on metalink or on internet.
Any of you have any inputs on this ? Please provide the same if any.
basically,
Looking for the kind of security applied on SR creation form,Debrief form and charges form when a multi org is enabled.
I also tried to test this out in our instance and found that it seems to have no impact.
Gana

HI,
Yes indeed there is a impact of MULTI-ORG on the Service Module in 11i.
All the things are integrated now.
Everything is dependent on the MO:Operating Unit Profile Option and the setup which you had done.
1)
Security on SR creation Form:-
See you can implement the security, but for that you have to setup accordinglly and also to follow the process.
If you create 2 responsibilities with MO profile option different, then none of them will able to see the others data.
Note:-
But if you are using the instance to generate the SR, then you had to make it sure that the ITEM which you are using should be assigned to the Operating unit which is set in the MO profile Options of that responsibility.
2)
Debrief Form:-
As you must know that for debrief to work, you had to setup the Service Activities.
This is where you can define the security.
1) Create a Service activity,
2) Map it with BILLING TYPES
3) Map the Billing Types with Order Management Header and the Line Type
This the place where you can specify the Operating Unit.
When a user will log in and open a debrief form, then he will be able to see only those service activities which are mapped with the operating unit as that of set in MO Profile Option to the user.
3)
Charges:-
The same as the debrief is applied on the charges TAB.
Here you will only able to see the Service activites which are mapped with the operating unit as that of set in MO operating unit.
If you want ITEM level security, then you will be only able to see the items which are assigned to the Operating unit as that of set in the MO profile option.
Hope this will clear your doubt.
If want more clarification, you can ask me.
Regds,
Vikram

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    4. SELECT O.BUSINESS_GROUP_ID , O.ORGANIZATION_ID , OTL.NAME , O.DATE_FROM , O.DATE_TO , O3.ORG_INFORMATION2 , O3.ORG_INFORMATION3 FROM HR_ALL_ORGANIZATION_UNITS O, HR_ALL_ORGANIZATION_UNITS_TL OTL, HR_ORGANIZATION_INFORMATION O2, HR_ORGANIZATION_INFORMATION O3 WHERE O.ORGANIZATION_ID = O2.ORGANIZATION_ID AND O.ORGANIZATION_ID = O3.ORGANIZATION_ID AND O2.ORG_INFORMATION_CONTEXT||'' = 'CLASS' AND O3.ORG_INFORMATION_CONTEXT = 'Operating Unit Information' AND O2.ORG_INFORMATION1 = 'OPERATING_UNIT' AND O2.ORG_INFORMATION2 = 'Y' AND O.ORGANIZATION_ID = OTL.ORGANIZATION_ID AND OTL.LANGUAGE = userenv('LANG')
    returns 0 records

  • Discoverer Reports does not work in Multi-org Environment after R12 Upgrade

    Discoverer Reports does not work in Multi-org Environment after R12 Upgrade. Created a simple report using the below query:
    SELECT po_header_id, segment1, type_lookup_code
    FROM po_headers
    WHERE segment1 = '5000002'
    Query works perfectly fine; when i set the ORG_CONTEXT in the database using the command:
    EXEC mo_global.set_policy_context('S',129)
    But the report doesn't fetch any data when ran from an Org based responsibility. We've ensured that the MO: Operting Unit is set accurately and general Oracle reports (PLSQL Program OR XML Publisher) are working perfectly fine.
    ===========
    I followed the steps provided in Metalink Note: 732826.1 - It works for some responsibilities where the MO: Security Profile is not set; but fails for those responsibilities where the MO: Security Profile is set.
    I am looking for specific solution that works irrespective of either the MO: Operating Unit profile is set of not.
    Please suggest. Appreciate your response.
    Thanks,
    Kesava Chunduri

    Hi Hussein,
    Thanks for the quick response.
    Yes, I've gone thru both the notes specified below:
    Discoverer Workbooks Based On Organization Enabled Views Are Not Populated [ID 1293438.1]
    - Tried this option; but this option is messing up a couple of Oracle Standard Functionalities.
    - For ex: If i set this profile option; we are not able to create any receipts using Custom Responsibilities.
    I am able to create the receipt, when i remove this profile option.
    No Data Shows for Reports in Discoverer 10g with Applications Release 12 [ID 1054380.1]
    - I see that the products i am running these reports from AR/GL - already exists in these tables.
    Anything other options??
    Thanks,
    Kesava

  • Converting to Multi-Org in the middle of upgrade process from 11.5.10.2 to

    Hi all,
    We are in the process of Upgrade from EBS 11.5.10.2 to R12.1.1 (FA and GL modules only)
    We have 10 Set of books
    we are NOT multi-org enabled
    we understand that we have to convert to Multi-Org for R12
    Our problem is :
    We did not define any Operating units till now:
    1- After some analysis, we decided to create one legal entity and one operating unit FOR EACH set of book
    2- So we will have 10 Set of books , 10 Legal entities and 10 Operating units
    3- We should run Adadmin utility option "convert to Multiple Organization architecture"
    In the document "Upgrade Guide - Release 11i to 12.1.1"
    "Before running this step, you must define an operating unit and set the site–level AOL profile option MO: Operating Unit to use your new operating unit. This profile option tells adadmin what operating unit it should use when converting your existing data. If you define additional operating units, the seed data will be replicated for all operating units"
    4- Which Operating unit of the 10 defined operating unites should be set in the site–level AOL profile option MO: Operating Unit ??
    And what about the remaining 9 Operating units ? What about running the Adadmin utility option should we run it one time only ?
    Thanks in advance
    Mohamed F.

    Hi Mohammed,
    The requirement is to define at least one operating unit and set the profile option, "MO: Operating Unit" at Site level, to that Operating Unit's value
    If you define more than one Operating Unit, the replicate seed data process is run for all Operating Units.
    So you can set it to any operating unit and run adadmin.
    Please refer to
    FAQ - Multiple Organizations Architechure (Multi-Org) [ID 165042.1]
    Thanks

  • ESYU: R12 - Order Management를 위한 Multi Org Access Control(MOAC) setup 방법

    Purpose
    Oracle Order Management - Version: 12.0 to 12.0
    Information in this document applies to any platform.
    R12의 Order Management에 대핸 Multi Org Access Control(MOAC) setup 방법에 대해 알아본다.
    Solution
    일반적인 MOAC Setup:
    1. HRMS에서 Security Profile을 정의:
    a. HRMS Management responsibility 선택
    b. HRMS Manager> Security> Profile로 이동
    c. Security Profile이 정의되어 있는지 확인 (OM responsibility 혹은 Site level로)
    d. 만일 아직 setup 되어져 있지 않다면 Operating Units를 입력
    e. 저장
    Note: 만일 위 d step과 같이 새로운 security profile을 생성하였다면 concurrent program 'Security List Maintenance'를 꼭 실행해야 한다.
    그렇지 않으면 multiple operating units가 OM forms의 LOV에 나타나지 않을 것이다.
    이 program은 multi-org access를 validating 하기 위해 사용하는 table에 data를 생성한다.
    Navigation: HRMS Management> HRMS Manager> Processes & Reports> Submit Process & Report> Security List Maintenance
    2. MO Profile Options setup:
    a. MO: Security Profile - 이 profile setting은 MOAC functionality를 활성화 한다.
    b. MO: Default Operating Unit - 이 Operating Unit는 OM forms과 report에서 default가 될 것이며, 이를 clear 하거나 변경하기 위해 LOV를 사용할 수 있다.
    Keep the MO profiles in sync:
    MO: Security Profile은 site와 responsibility level로 setting 할 수 있다.
    MO: Default Operating Unit은 site, responsibility, user level로 setting 할 수 있다.
    Application이 원하는대로 동작되지 않는것을 발견하면 이 profile options의 setting 값을 확인한다.
    3. OM setup:
    R12 upgrade 시 OM Profile에서 migrate 된 새로운 OM System Parameters를 확인:
    Order Management Super User> Setup> System Parameters> Values
    (See <<NOTE 393646.1>>-R12 Readiness Cheat Sheet: Migrated OM Profile Options)
    4. Form에서 hidden field 'Operatin Unit'를 활성화시키고 default folder로 저장:
    Sales Order and Order Organizer forms
    Quick Sales order and Organizer forms
    Sales Agreement forms
    Pricing and Availability form
    Other forms
    Note: Sales Order form에서 hidden field 'Operating Unit'를 'Show' 하기 전에 fotm안에 이 field를 위한 공간을 만들어 놓아야 한다.
    예를 들면 Customer Number field를 짧게 하거나 Operating Unit field로 이 field를 덮어씌울수 있다.
    Reference
    Note 393634.1

    Hi Larry,
    Have you considered adding the exec apps.mo_global.set_policy_context call to your connection's start-up script?
    Tools -> Preferences -> Database -> Filename for connection startup scriptNot the most flexible approach, so I'm not sure if it is appropriate for your application, but just a thought. You might create distinct connection names with different start-up scripts for each org_id.
    Regards,
    Gary
    SQL Developer Team

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