Use of CHR(0) String

Chr(0) is one of the ascii characters Where as NULL is undefined or unknown value.

SELECT ascii(chr(0))  Value FROM DUAL;

Value
-------------
0



Chr(0) is different from NULL.

SELECT DECODE(CHR(0), NULL, 'NULL', 'NOT NULL') Value from dual;

Value
--------
NOT NULL




SELECT length(chr(0)) FROM dual;

LENGTH(CHR(0))
--------------
1

SELECT length(NULL) FROM dual;

LENGTH(NULL)


You can use chr(0) to diplay a blank line with DBMS_OUTPUT.PUT_LINE.

Example

SQL> begin
dbms_output.put_line('This is first line');
dbms_output.put_line( Chr(0));
dbms_output.put_line('This is second line');
end;
/
This is first line

This is second line

PL/SQL procedure successfully completed.

Calculate Sales Order Tax and Lines / Order Total

Standard Package to show Sales order Line Basic/ Tax Value and Total Value (Basic+Tax)

Sometime we Need to show Line wise or Complete Order Taxes / Tax+Basic in few reports, for this , oracle has provided a standard Package to Calculate these values, based on parameter passed.



Package Name: oe_totals_grp.get_order_total

Below are the Illustration of this package with example.

For Example: 1 Order have 3 lines, and each one have taxes attached on it.


  Header ID: 23096

  Line ID: 36492----Line Value=1,045.00----Tax on this Line ----87.52----TOTAL VALUE---1132.52
  Line ID: 36494----Line Value=505.00-----Tax on This Line ----42.3-----T0TAL VALUE---547.3
  Line ID: 36495----Line Value=1,750.00---Tax on this Line ----146.56---T0TAL VALUE---1896.56



  Calculate Line wise Tax

    select nvl(oe_totals_grp.get_order_total (HEADER_ID, LINE_ID, 'TAXES'),0) from dual;
 
 For Ex:
 
    select nvl(oe_totals_grp.get_order_total (23096, 36492, 'TAXES'),0) LINE_Tax from dual;
   
    Output : LINE_Tax=87.52
 
 
  Calculate Order Taxes (All Lines)


    select nvl(oe_totals_grp.get_order_total (HEADER_ID, NULL, 'TAXES'),0) from dual;
 
 
   Ex:
 
   select nvl(oe_totals_grp.get_order_total (23096, null, 'TAXES'),0) Order_Tax from dual;
 
 
   Output : Order_Tax: 276.38
 
 
 
 
 
    Calculate Line wise Value (Without Tax)

    select nvl(oe_totals_grp.get_order_total (HEADER_ID, LINE_ID, 'LINES'),0) from dual;
 
 
    Ex:
 
      select nvl(oe_totals_grp.get_order_total (23096, 36492, 'LINES'),0)  LINE_BASIC from dual;
   
   
      Output : LINE_BASIC=1045
   
 
  Calculate All Lines Total (Without Tax)

    select nvl(oe_totals_grp.get_order_total (HEADER_ID, NULL, 'LINES'),0) from dual;
 
 
     Ex:
 
   select nvl(oe_totals_grp.get_order_total (23096, null, 'LINES'),0) Order_Basic from dual;
 
 
   Output : Order_Basic: 3300
 
 
 
 
   Calculate Line wise Value ( With Tax)

    select nvl(oe_totals_grp.get_order_total (HEADER_ID, LINE_ID, 'ALL'),0) from dual;
 
 
     Ex:
 
      select nvl(oe_totals_grp.get_order_total (23096, 36492, 'ALL'),0)  LINE_TOTAL from dual;
   
   
      Output : LINE_TOTAL=1132.52
 


    
  Calculate Order Total Value (With Tax)

    select nvl(oe_totals_grp.get_order_total (HEADER_ID, NULL, 'ALL'),0) from dual;
 
     Ex:
 
   select nvl(oe_totals_grp.get_order_total (23096, null, 'ALL'),0) Order_Total from dual;
 
 
   Output : Order_Total: 3576.38

Printing Address in standard Format in Formatted reports ,

Printing Address in standard Format , specified in  Oracle Package.


Create a Formula in Report, and pass the below values from Query.



function CF_SHIP_ADDRESSFormula return Char is
lv_address varchar2(2000);
begin

lv_address:= TRIM(arp_addr_pkg.format_address(NULL
                                   ,:ACCOUNT_NAME
                                   ,:SHIP_TO_ADDRESS1
                                   ,:SHIP_TO_ADDRESS2
                                    ,:SHIP_TO_ADDRESS3
                                  ,:SHIP_LOC_CITY||'|'||:SHIP_LOC_STATE||'|'||:SHIP_LOC_POSTAL_CODE
                                       ,NULL
                                       ,null
                                       ,NULL
                                       ,null
                                       ,null
                                       )
           );
return REPLACE(REPLACE(lv_address,', ',','||chr(10)),'|',',');
exception
when others then
return null;

end;

Print NO Data Found in XML Reports

Mark the Database Column based on what counting should be done.

For Example if, Report is related with Purchase order print , then PO_Header_id or Segment1 can be treated as Base Database Column from SQL Query.
or if report belongs to Order Management , and records are fetched based on Order numbers then HEADER_ID from oe_order_headers_all.


then on RTF template Use if/end if condition


<?if:count(//PO_HEADER_ID)=0?>
or
<?if:count(//HEADER_ID)=0?>

Calculation of Schedule Arrival date in Oracle Orders

If the order date type is "Ship", Schedule Arrival Date cannot be manually change , If the order date type is "Arrival", Schedule Ship Date cannot be manually changed. (Defaulting rule setup)

Schedule Arrival Date = Schedule Ship Date + Delivery Lead Time

Delivery Lead Time needs to be calculated in order to calculate the Schedule Arrival Date. Delivery lead Time is the Transit time taken.

Request Date Type - Possible values are arrival and ship. If the value is arrival then the request date and promise date will be considered arrival dates by the system; if the value is ship then it will be considered ship dates. The request date type can be defaulted from the customer information to the order, and the user can change it on the order if required.

If you set the Order Date Type = Arrival in the header, and you will be able to update the Schedule Arrival Date ,

but  when you try to update the Schedule Ship Date  with the Availability , will get the below error.

“The order date type is "Arrival", Schedule ship date can't be manually changed. Schedule ship date can be recalculated if you change request date or schedule arrival date.”

Query to Find out RTV (Return to Vendor ) Transactions

Select
org.organization_code,
poh.segment1 po_number,
trunc(poh.creation_date) po_date,
rsh.receipt_num,
(rsh.creation_date) receipt_date,
mtl.segment1||'-'||mtl.segment2 item,
mtl.description,
rcv.quantity,
pol.unit_price
from rcv_transactions rcv
, po_lines_all pol,
po_headers_all poh,
 po_line_locations_all pll,
rcv_shipment_headers rsh,
rcv_shipment_lines rsl,
mtl_system_items mtl,
org_organization_definitions org
where rcv.transaction_type = 'RETURN TO VENDOR'
and rcv.po_line_location_id = pll.line_location_id
and rcv.po_line_id = pol.po_line_id
and pll.SHIP_TO_ORGANIZATION_ID=org.ORGANIZATION_ID
and rcv.shipment_line_id=rsl.shipment_line_id
and org.ORGANIZATION_ID=mtl.ORGANIZATION_ID
and rcv.shipment_header_id = rsh.shipment_header_id
and mtl.inventory_item_id=pol.item_id
and pol.po_header_id=poh.po_header_id
and rsl.shipment_header_id=rsh.shipment_header_id
and org.operating_unit=1214
order by 1,2,4

Bank Details for Suppliers

Bank at Supplier Site level
-------------------------------

SELECT HZP.PARTY_NAME "VENDOR NAME"
, APS.SEGMENT1 "VENDOR NUMBER"
, ASS.VENDOR_SITE_CODE "SITE CODE"
, IEB.BANK_ACCOUNT_NUM "ACCOUNT NUMBER"
, IEB.BANK_ACCOUNT_NAME "ACCOUNT NAME"
, IEB.BANK_ACCOUNT_TYPE "Bank Account Type" 
, HZPBANK.PARTY_NAME "BANK NAME"
, HOPBRANCH.BANK_OR_BRANCH_NUMBER "BANK NUMBER"
, HZPBRANCH.PARTY_NAME "BRANCH NAME"
, HOPBRANCH.BANK_OR_BRANCH_NUMBER "BRANCH NUMBER" 
, HZPBANK.address1 "Bank Address"
, HZPBANK.country "Bank Country"
, HZPBANK.city "Bank City"
, HZPBANK.Postal_Code
, NVL(HZPBANK.state, HZPBANK.province) "State/Province"
FROM apps.HZ_PARTIES HZP
, apps.AP_SUPPLIERS APS
, apps.HZ_PARTY_SITES SITE_SUPP
, apps.AP_SUPPLIER_SITES_ALL ASS
, apps.IBY_EXTERNAL_PAYEES_ALL IEP
, apps.IBY_PMT_INSTR_USES_ALL IPI
, apps.IBY_EXT_BANK_ACCOUNTS IEB
, apps.HZ_PARTIES HZPBANK
, apps.HZ_PARTIES HZPBRANCH
, apps.HZ_ORGANIZATION_PROFILES HOPBANK
, apps.HZ_ORGANIZATION_PROFILES HOPBRANCH
WHERE HZP.PARTY_ID = APS.PARTY_ID
AND HZP.PARTY_ID = SITE_SUPP.PARTY_ID
AND SITE_SUPP.PARTY_SITE_ID = ASS.PARTY_SITE_ID
AND ASS.VENDOR_ID = APS.VENDOR_ID
AND IEP.PAYEE_PARTY_ID = HZP.PARTY_ID
AND IEP.PARTY_SITE_ID = SITE_SUPP.PARTY_SITE_ID
AND IEP.SUPPLIER_SITE_ID = ASS.VENDOR_SITE_ID
AND IEP.EXT_PAYEE_ID = IPI.EXT_PMT_PARTY_ID
AND IPI.INSTRUMENT_ID = IEB.EXT_BANK_ACCOUNT_ID
AND IEB.BANK_ID = HZPBANK.PARTY_ID
AND IEB.BANK_ID = HZPBRANCH.PARTY_ID
AND HZPBRANCH.PARTY_ID = HOPBRANCH.PARTY_ID
AND HZPBANK.PARTY_ID = HOPBANK.PARTY_ID
ORDER BY 1,3


Bank at Supplier level
------------------------

SELECT HZP.PARTY_NAME "VENDOR NAME"
, APS.SEGMENT1 "VENDOR NUMBER"
, IEB.BANK_ACCOUNT_NUM "ACCOUNT NUMBER"
, IEB.BANK_ACCOUNT_NAME "ACCOUNT NAME"
, IEB.BANK_ACCOUNT_TYPE "Bank Account Type" 
, HZPBANK.PARTY_NAME "BANK NAME"
, HOPBRANCH.BANK_OR_BRANCH_NUMBER "BANK NUMBER"
, HZPBRANCH.PARTY_NAME "BRANCH NAME"
, HOPBRANCH.BANK_OR_BRANCH_NUMBER "BRANCH NUMBER" 
, HZPBANK.address1 "Bank Address"
, HZPBANK.country "Bank Country"
, HZPBANK.city "Bank City"
, HZPBANK.Postal_Code
, NVL(HZPBANK.state, HZPBANK.province) "State/Province"
FROM apps.HZ_PARTIES HZP
, apps.AP_SUPPLIERS APS
, apps.IBY_EXTERNAL_PAYEES_ALL IEP
, apps.IBY_PMT_INSTR_USES_ALL IPI
, apps.IBY_EXT_BANK_ACCOUNTS IEB
, apps.HZ_PARTIES HZPBANK
, apps.HZ_PARTIES HZPBRANCH
, apps.HZ_ORGANIZATION_PROFILES HOPBANK
, apps.HZ_ORGANIZATION_PROFILES HOPBRANCH
WHERE HZP.PARTY_ID = APS.PARTY_ID
AND IEP.PAYEE_PARTY_ID = HZP.PARTY_ID
AND IEP.EXT_PAYEE_ID = IPI.EXT_PMT_PARTY_ID
AND IPI.INSTRUMENT_ID = IEB.EXT_BANK_ACCOUNT_ID
AND IEB.BANK_ID = HZPBANK.PARTY_ID
AND IEB.BANK_ID = HZPBRANCH.PARTY_ID
AND HZPBRANCH.PARTY_ID = HOPBRANCH.PARTY_ID
AND HZPBANK.PARTY_ID = HOPBANK.PARTY_ID
and IEP.SUPPLIER_SITE_ID is null
and aps.vendor_id = 2

Actual Usage of Date Functions

========== Extract Time Upto Miliseconds from Systimetsamp or current_timestamp===

select systimestamp ,
to_char(systimestamp,'HH24:MI:SS-FF') Systimestamp_ExtractMilisecond,
CURRENT_TIMESTAMP,
to_char(CURRENT_TIMESTAMP,'HH24:MI:SS-FF') Currtimestamp_ExtractMS from dual


=========financial year dates=============

SELECT TO_DATE ('01-APR-' || TO_CHAR (ADD_MONTHS (TRUNC (to_date(:p_from_date,'DD-MON-RRRR')),-12), 'YYYY'))  FY_START from dual

SELECT TO_DATE ('31-MAR-' || TO_CHAR (ADD_MONTHS (TRUNC (to_date(:p_from_date,'DD-MON-RRRR')),-1), 'YYYY') )  FY_end from dual  





How to get first day and last date of week, month, quarter, year in Oracle
--First day of current week(sunday)
select TRUNC(SYSDATE, 'Day') from dual;
--FIRST DAY OF CURRENT FINANCIAL YEAR
select ('01-APR-' || TO_CHAR (sysdate-1, 'YYYY'))  from dual
--First day of next week(sunday)
select TRUNC(SYSDATE+7 , 'Day') from dual;
--First day of previous week(sunday)
select TRUNC(SYSDATE-7 , 'Day') from dual;
--First day of current month
select TRUNC(SYSDATE , 'Month') from dual;
--First day of previous month
select TRUNC(TRUNC(SYSDATE , 'Month')-1 , 'Month') from dual;
--First day of next month
select TRUNC(LAST_DAY(SYSDATE)+1 , 'Month') from dual;
--First day of current year
select TRUNC(SYSDATE , 'Year') from dual;
--First day of previous year
select TRUNC(TRUNC(SYSDATE , 'Year')-1 , 'Year') from dual;
--First day of next year
select ADD_MONTHS(TRUNC(SYSDATE , 'Year'),12) from dual;
-- First Day of Current quater
select TRUNC(SYSDATE , 'Q') from dual;
--  First Day of Previous Quarter
select ADD_MONTHS(TRUNC(SYSDATE , 'Q'),-3) from dual;
--  First Day of Next Quarter
select ADD_MONTHS(TRUNC(SYSDATE , 'Q'),3) from dual;


-------first date of previous 3 months

 select ADD_MONTHS(LAST_DAY(TRUNC(TRUNC(to_date(sysdate,'DD-MON-RRRR') , 'Month')-1 , 'Month')),-3)+1 from dual


--Last day of current week(sunday)
select TRUNC(SYSDATE, 'Day')+6 from dual;
--Last day of next week(sunday)
select TRUNC(SYSDATE+7 , 'Day')+6 from dual;
--Last day of previous week(sunday)
select TRUNC(SYSDATE-7 , 'Day')+6 from dual;
--Last day of current month
select LAST_DAY(TRUNC(SYSDATE , 'Month')) from dual;
--Last day of previous month
select LAST_DAY(TRUNC(TRUNC(SYSDATE , 'Month')-1 , 'Month')) from dual;
--Last day of next month
select LAST_DAY(TRUNC(LAST_DAY(SYSDATE)+1 , 'Month')) from dual;
--Last day of current year
select LAST_DAY(ADD_MONTHS(TRUNC(SYSDATE , 'Year'),11)) from dual;
--Last day of previous year
select LAST_DAY(ADD_MONTHS(TRUNC(TRUNC(SYSDATE , 'Year')-1 , 'Year'),11)) from dual;
--Last day of next year
select LAST_DAY(ADD_MONTHS(TRUNC(TRUNC(SYSDATE , 'Year')-1 , 'Year'),-13)) from dual;
-- Last Day of Current quater
select LAST_DAY(ADD_MONTHS(TRUNC(SYSDATE , 'Q'),2)) from dual;
--  Last Day of Previous Quarter
select TRUNC(SYSDATE , 'Q')-1 from dual;
--  Last Day of Next Quarter
select LAST_DAY(ADD_MONTHS(TRUNC(SYSDATE , 'Q'),5)) from dual;
 

What is the purpose of MO_GLOBAL.SET_POLICY_CONTEXT?

 To Retrieve Rows From Table / Views Or Synonym For An ORG_ID

For example View are : PO_HEADERS, AP_INVOICES

To fetch data from these View , we have to use Procedure

mo_global.set_policy_context(p_access_code,p_org_id);

This procedure has two parameters
p_access_mode
Pass a value "S" in case you want your current session to work against Single ORG_ID
Pass a value of "M" in case you want your current session to work against multiple ORG_ID's

For R12

p_org_id
Only applicable if p_access_mode is passed value of "S"

For Example:

begin

mo_global.set_policy_context('S',722);

end;

Above code will fetch only the rows belongs to org id 722

begin
mo_global.init('AR');
end;

begin

mo_global.set_policy_context('M',Null);

end;

Above code will fetch dat for multiorg's irrespective of operating units.


For 11i


begin
fnd_client_info.set_org_context(ORG_ID);

end;

Use of INSTR and SUBSTR Functions

INSTR ---------------------(string to search, search pattern [, start [,occurrence]])

SUBSTR------------------ (original string, begin [,how far])

---------------------Data Till First Space--------------------------


SELECT substr(Name,1,instr(Name,' ',1,1)-1) from hr_operating_units
 
select substr('Oracle welcomes',1,instr('Oracle welcomes',' ',1,1)-1) from dual;

select substr('Oracle welcomes you',1,instr('Oracle welcomes you',' ',1,2)-1) from dual;------------------Data Till Second Sapce

Apache Server Bounce Steps , to take application restart

1.       Login as apps user

2.       Go to /appsuat/APPSUAT/inst/apps/UATQA_WEBoracleqa/admin/scripts

3.       Execute ./ adapcctl.sh stop

4.       Check for apache process: ps –ef | grep –I http | grep applqa | wc –l (It should return 1)

5.       Start apache service ./adapcctl.sh start

Displaying image / picture dynamically in XML Publisher (BI Tools) RTF template

Below two examples will demonstrate displaying image dynamically in XML publisher in Microsoft Office 2007 and onwards version.

Displaying Company logo image dynamically in XML Publisher (BI Tools) in RTF Template :

1. Insert any dummy placeholder image in RTF template (Insert a Picture)
2. Right click on image and click “Size” then goto “AltText” tab and enter dynamic path in “Alternative Text” field  e.g. url:{concat(‘${OA_MEDIA}’,’/XX_Logo.jpg’)}.

$OA_MEDIA path TOP is actual path in Oracle App instance where images are stored . DBA may help to get $OA_MEDIA Top path to upload XX_Logo.jpg file.

Displaying signature dynamically in XML Publisher (BI tools) RTF template

1. Insert any dummy placeholder image in RTF template (Insert  a Picture)
2. Right click on image and click “Size” then goto “AltText” tab and enter dynamic path in “Alternative Text” field  e.g. url:{concat(‘${OA_MEDIA}/XX_buyer_’,/PO_DATA/DOCUMENT_BUYER_FIRST_NAME ,’_’,/PO_DATA/DOCUMENT_BUYER_LAST_NAME ,’.jpg’)}

$OA_MEDIA path TOP is actual path in Oracle App instance where images are stored. DBA may help to get $OA_MEDIA Top path to upload buyer’s signature file. Below examples will demonstrate displaying image dynamically in XML publisher in Microsoft Office 2003 which obsolete in MS office 2007 and onward versions.

Dynamic Image loading in XML publisher / BI tools

How to Add a New Legal Entity, Ledger and Operating Unit for a New Country

ow to Add a New Legal Entity, Ledger and Operating Unit for a New Country [ID 1064366.1]

  Solution

     Step 1 - Set Up Country Geography Hierarchy in TCA

     Step 2 - Create a Legal Entity

     Step 3 - Validate Legal Entity, Establishment and Registration

     Step 4 - Set up a Ledger for the new Legal Entity

     Step 5 - Set Up an Operating Unit

     Step 6 - Associate the Operating Unit with the Legal Establishment

     Step 7 - Run Replicate Seed Data

 References Applies to:

Oracle Legal Entity Configurator - Version: 12.0 and later   [Release: 12.0 and later ]

Oracle E-Business Tax - Version: 12.0 and later    [Release: 12.0 and later]

Oracle General Ledger - Version: 12.0 and later    [Release: 12.0 and later]

Oracle Human Resources - Version: 12.0 and later    [Release: 12.0 and later]

Information in this document applies to any platform.

Goal

E-Business Tax Information Center > EBTax Integration With EBS Modules > Legal Entity Manager > Note 1064366.1

This note was authored to provide a detailed example of the steps required to add a new Legal Entity to an existing instance.  The scenario covered is the addition of a new country to an already configured application environment. 

The original onus for this note was to provide expanded guidance for a customer attempting to configure E-Business Tax for Canada using Case Study Note 577996.1.  The steps documented within this note should also hold true for other scenarios outside of E-Business Tax.  Note that this is not intended to serve as a comprehensive note on setting up Legal Entities, Ledgers and Operating units.  Rather this is attempting to show how these objects are linked together and in doing so, remove some of the potential confusion that exists when performing this setup using the various implementation manuals for HR, GL, Legal Entity and Tax.

Solution

Step 1 - Set Up Country Geography Hierarchy in TCA

Refer to Note 554492.1 for details.  This step is required so that you can select the State/province from the list of values when defining your Address.

Step 2 - Create a Legal Entity

Create legal entities with minimum required information using the Create Legal Entity page.

If you create a legal entity from an existing organization, the country, organization name, and organization number are defaulted from the organization. In this case, the organization number is not updatable even if the HZ: Generate Party Number profile option is set to No.

When you create a legal entity, the main establishment is created automatically. The legal entity territory, name, address, effective date, and other information are defaulted to the main establishment. The establishment inherits the registration number of the legal entity only if the establishment does not have it own number.

Responsibility -  Legal Entity Manager

Navigation - "Create a Legal Entity"

Enter the required fields (See example below)

Territory: The territory where the legal entity is registered. This list displays territories at the country level and shows only territories for which the identifying jurisdiction has been defined. Therefore, the territory determines the identifying jurisdiction to which the legal entity needs to register. The territory also determines the context for the information that needs to be displayed in the General Information region.  For Canada the BIN number is one such field

How To Add New Legal Entity Registration Code For Countries That Are Not Available In The List?

For example there is no Registration Code available for country China.

Solution

Please follow the steps below to add a Registration Code for China or any other country that is

not listed in the LOV when defining Jurisdictions.

1) Log in to the responsibility 'Application Developer'.

2) Go to Menu (Application > Lookups > XLE Lookups).

3) Query for the Lookup Type XLE_REG_CODE.

4) Add a new Lookup Code for the country of your choice.

5) Save the record.

6) Bounce Apache.

7) Now log into the responsibility 'Legal Entity Manager'

8) Go to Jurisdictions (Setup > Jurisdictions)

9) Define the new Jurisdiction for the Country and select your Reg Cod from LOV.

NOTE:   These steps may also be required in order for the country to appear in the LOV for territories.  For example:  Vietnam must be added to the XLE_REG_CODE in order for the legal entity to be created.

Organization Number: The organization number is a number used to identify organizations. This field is displayed only when the HZ: Generate Party Number profile option is set to No. In this case, the main establishment organization number is built as a concatenation of the legal entity organization number and ETB (establishment). Otherwise it is not displayed and is generated automatically. For example, if the legal entity organization number entered is 12536, the establishment's organization number will be 12536ETB.

Legal Entity Identifier: The identification number used to uniquely identify the legal entity. It is displayed only when the LE: Generate Legal Entity Identifier profile option set to No and you must enter it manually. If this option is set to Yes, the legal entity identifier is generated automatically based on the International  Organization for Standardization (ISO) code of the country of registration, plus the registration number of the identifying jurisdiction, which qualifies an entity to be a legal entity in that particular territory.

For example:

Example

Territory: Singapore

ISO Country Code: SG

Registration number of the identifying jurisdiction (RCN number) = 23231 (this is a user enterable field)

If the profile option is set to Yes, the legal entity identifier will be SG23231, otherwise you are required to enter the legal entity identifier manually. If you enter an identifier that is not unique, an error message will be displayed.

Registration Number: The identifying jurisdiction determines the prompt for the registration number (in the U.S., the EIN/TIN). The Establishment registration prompt is displayed if it is defined for the identifying jurisdiction. In this case the main establishment is created with this registration number. The registration

number must be unique within a jurisdiction.

Legal Address: The address a legal entity uses to register with a legal authority. A legal entity may use different addresses for different authorities and hence, may have more than one registered address. This legal address must be located within the territory entered.

Place Of Registration: Optionally enter the place of the legal entity registration.

Inception Date Optionally enter the date of legal entity registration (creation). It can be on or before the system date and on or after legal entity's inception date but must not be a future date.

 Once the above information is entered, select "Save and add details"

Refer to Note 1104887.1 for instructions on how to configure the Address Format used for the Legal Address.

Step 3 - Validate Legal Entity, Establishment and Registration

After saving the legal entity record will be displayed as follows.

Note that in this test instance the organization number was updated.  This occurred because we have our system configured to automatically generated an organization number.

 Make sure the Registration was properly created

 Make sure the Legal Establishment was properly created

Step 4 - Set up a Ledger for the new Legal Entity

Responsibility- General Ledger Super User

Navigation - Setup : Financials : Accounting Setup Manager : Accounting Setups

Select "Create Accounting Setup" then "Add Another Row"

Select the Legal Entity created in step 2

Create the new ledger (step 1 shown below, steps 2-4 not shown)

Once finished, make sure the ledger status (circled in red) is showing with a green checkbox.  This is required in order for the next step to begin.

Refer to the Financials Implementation Guide, page 3-29 for more details on each of the configuration settings available when setting up a ledger.

Step 5 - Set Up an Operating Unit

An Operating Unit can be defined from many different responsibilities.  For this example we are using the seeded "Receivables Manager" responsibility.

Responsibility:  Receivables Manager

Navigation:  Setup : System : Organizations : Organizations

Enter the operating unit information as indicated below.  Note that you select the Location defined in the Legal Entity setup.

Once saved and with the cursor on "Operating Unit", select "Others" and then "Operating Unit Information"

Select the data as indicated below

Step 6 - Associate the Operating Unit with the Legal Establishment

Responsibility: Legal Entity Manager

From the LE manager screen, click to view the legal entity created in step 2.  Select the "Establishments" tab and then "View Details"

Once you have the establishments page open select "Associate Business Entities" and then "Update"

Add a row under "Operating Units" to link the legal establishment with the operating unit.

Step 7 - Run Replicate Seed Data

At this point the minimum setup requirements are completed.  Proceed with running replicate seed data and continue with the remainder of your implementation/configuration.

Replicate Seed Data sets defaults in the system for an operating unit after it is created

To see how to run replicate seed data, Refer to Note 134385.1 How to Run the Replicate Seed Data Program

For more details on the purpose of the seed data program refer to Note 274974.1 What Effect Does "Replicate Seed Data" concurrent request have on Appls?

References

NOTE:1104887.1 - How to Setup a Legal Address Using HR Address Formats in R12 Legal Entity Configurator

NOTE:577996.1 - Case Study: Setup R12 E-Business Tax (EBTax) for Canada: Includes 2010 HST Changes