AIM Implementation Of a new Company Step By Step

AIM Implementation Of a new Company Step By Step

1st Step: Creation of Responsibility

Responsibility	Menu group	Request Group	Data group	Application
DJ_India Local Receivables	AR_NAVIGATE_GUI - India	JAI_Receivables_RG	Standard	Asia/Pacific Localizations
DJ_India Local Payables	AP_NAVIGATE_GUI12 - India	JAI_Payables_RG	Standard	Asia/Pacific Localizations
DJ_HR_Foundation	HR Foundation	HR Foundation	Standard	Human Resources
DJ Cash Mgmt	CE_SUPERUSER	Cash Forecast Reports	Standard	Cash Management
DJ Desktop Integrator	Desktop Integration Menu		Standard	Web Applications Desktop Integrator
DJ Fixed Assets Integrator	FA_WEBADI_MENU	All Reports and Programs	Standard	Assets
DJ India Fixed Assets	FA_MAIN	All Reports and Programs	Standard	Assets
DJ India HRMS Manager	India HRMS Navigator	IN HRMS Reports and Processes	Standard	Human Resources
DJ India Local Inventory	INV_NAVIGATE - India	JAI_Inventory_RG	Standard	Asia/Pacific Localizations
DJ Primary Ledger User	GL_SUPERUSER	GL Concurrent Program Group	Standard	General Ledger
DJ Secondary Ledger User	GL_SUPERUSER	GL Concurrent Program Group	Standard	General Ledger
DJ Tax Manager	E-Business Tax Responsibility menu	Oracle E-Business Tax Request	Standard	Oracle iProcurement
DJ India Local Order Management	ONT_SUPER_USER - India	JAI_OrderMgmt_RG	Standard	Asia/Pacific Localizations
DJ Fixed Assets Manager	FA_MAIN	All Reports and Programs	Standard	Assets

2nd Step: Creation of User

User name	Password	New password
DJ HEAD FINANCE	welcome	xxxxxxx
DJ OU1 USER	welcome	xxxxxxx

3rd Step: Creation of Flex field

Flex field	Application	Name	Description
Grade Flex field	Human Resources	DJL_GRADE_FLEXFIELD	DJL_GRADE_FLEXFIELD
People Group Flex field	Payroll	DJL_PEOPLE_GROUP_FLEXFIELD	DJL_PEOPLE_GROUP_FLEXFIELD
Job Flex field	Human Resources	DJL_JOB_FLEXFIELD	DJL_JOB_FLEXFIELD
Cost Allocation KF	Payroll	DJL_COST_ALLOC_FLEXFIELD	DJL_COST_ALLOC_FLEXFIELD
Position Flex field	Human Resources	DJL_POSITION_FLEXFIELD	DJL_POSITION_FLEXFIELD
Competence Flex field	Human Resources	DJL_COMPETENCE_FLEXFIELD	DJL_COMPETENCE_FLEXFIELD
Accounting Flex field	General Ledger	DJL_COA_ACCOUNTING_FLEXFIELD	DJL_COA_ACCOUNTING_FLEXFIELD

4^th Step: Creation of Value Set

Create value for each value set and attach to respective each flex field

Note: Refer Value Set created at 3rd Step

Flexfield	Value set	Security type	Flexfield Qualifier	Allow dynamic inserts	Freeze flexfield definition
Grade Flex field	DJL_GRADE_NAME_VS	No Security	No	Yes	Yes
People Group Flex field	DJL_PEOPLE_GROUP_VS	No Security	No	Yes	Yes
Job Flex field	DJL_JOB_CODE_VS	No Security	No	Yes	Yes
Cost Allocation KF	DJL_COA_COMPANY	Non Heirarchical Security	No	Yes	Yes
	DJL_COA_COST CENTER	Non Heirarchical Security	No	Yes	Yes
	DJL_COA_NATURAL ACCOUNT	Non Heirarchical Security	No	Yes	Yes
	DJL_COA_FUTURE_USE_1	Non Heirarchical Security	No	Yes	Yes
	DJL_COA_FUTURE_USE_2	Non Heirarchical Security	No	Yes	Yes
Position Flexfield	DJL_POSITION_VS	No Security	No	Yes	Yes
Competence Flexfield	DJL_SKILL_NAME_VS	No Security	Yes	Yes	Yes
	DJL_ROLE_NAME_VS	No Security	No	Yes	Yes
	DJL_LEVEL_NAME_VS	No Security	No	Yes	Yes
Accounting Flexfield	DJL_COA_COMPANY	Non Heirarchical Security	Balancing segment	Yes	Yes
	DJL_COA_COST CENTER	Non Heirarchical Security	Cost centre segment	Yes	Yes
	DJL_COA_NATURAL ACCOUNT	Non Heirarchical Security	Natural account segment	Yes	Yes
	DJL_COA_FUTURE_USE_1	Non Heirarchical Security	No	Yes	Yes
	DJL_COA_FUTURE_USE_2	Non Heirarchical Security	No	Yes	Yes

5^th Step: Create Location for BG,Operating Unit,Inventory Organisation

6^th step: Create Business Group and Attach all felxfield in to Business group

BUSINESS GROUP

DJ Group of Companies

7th Step:

Particular	Name
Create calendar	DJ_Calender
Create legal entity	DJ INDIA LTD
Create ledger	DJ_Primary Ledger
Update ledger all option TO COMPLETE STATUS
Click on create legal entity on accounting set up screen and create operating unit
Run Replicate Seed Data  in Sys Admin Responsibility (parameter-OU)
Go and see OU at organization as OU created from ledger

8th Step: Assign these profile option to all responsibility

S.No	Profile Option	Parameter
1	HR: Security Profile	BG Name
2	MO: Security Profile	BG Name
3	HR:User Type	HR with Payroll User
4	GL Ledger Name	DJ_PRIMARY LEDGER
5	HR:Business Group	DJ Group of Companies
6	MO: Default Operating Unit	OU
7	MO: Operating Unit	OU

9^th Step:

Create inventory calendar
Create rate cost type
Create Inventory organization	IMO
	INV ORG 1
	INV ORG 2

10^th Step: Purchase Set up

Module	Particulars
Purchase	Purchasing options
	Set up-purchasing document type
	Creation of JOB and Position and Group people flexfield
	Create person and assign to the User
	Create Buyer as person
	Create Job group in HRMS responsibility
	Create Job in Purchase responsibility
	Create Position in Purchase responsibility
	Attach job and position in assignment in people and maintain in HRMS resp
	Create Approval group  with document total and account range
	Assign to Approval assignments
	Open the period for purchasing and Inventory and GL

11^th Step: Accounts Payable Set up

Module	Particulars
AP	Financial option
	Payable option
	System setup option
	Create payment term
	Create payment administrator
	Creation of supplier
	Open payable period
	Open GL period
	Open AR period
	Open Inventory period
	Open Purchase period
	Go to User management responsibility and create role and role heritance for cash management responsibility
	Create Bank

12^th Step: Order Management Set up

Module	Particulars
Order management	Create transaction type for order line
	Create transaction type for order type and attach order line with this order
	Define document sequence for Transaction type created
	Assign Document sequence to transaction type
	Activate the document sequence profile options
	Create FG item
	Assign FG item in Price liist
	Create Sales person
	Assign the user in SHIPPING GRANT
	Assign Detail of item validation IMO organisation at System parameter
	Assign Shipping parameter
	Do misc receipt for Item for avoid backorder  before that open the period for inventory

13^th Step: Accounts Receivable Set up

Module	Particulars
AR	System options
	Create payment terms
	Create transaction type-:Create for credit memo ,invoice
	Create transaction source:-Attach in the transaction type
	Create customer
	Set Auto Accounting
	Set EBTAX -party tax profile for legal entity and Operating Unit
	Create Receivable Activities
	Create Receipt methods
	Create Receipt Classes

13^th Step: Fixed Asset Set up

Module	Particulars	Remarks
Fixed Asset	Create Flex field	Asset key
		Asset Category
		Asset location
	Create fiscal year
	Create Calendar	DJ_FISCAL YEAR
	Create prorate convention	DJ_CALENDER
	Create system control	DJ_PRORATE
	Create Book Control
	Create depreciation method
	Create asset category

 Dillip Kumar Jena