Chapter 2 : Defining of 4Cs in EBS

1      Introduction:

In the last chapter we have studied about the basic steps to start with in order to work in oracle apps or EBS. So as in our check list we have covered two steps i.e

Step 1: Creation of user

Step 2: Creation of responsibility and assigning them to the user and testing by logging.

In this chapter we will take the next step i.e. defining of 4Cs which are

1^st C: COA

2^nd C: Currency

3^rd C: Calendar

4^th C: SLA (This being a typical and business level setup we will be taking it up separately.)

2      Explanation

But before starting with the 4c we would like to briefly discuss with the multi-org structure which is as follows 

Now in the above structure we can see that at the top we have the business group followed by legal entity followed by ledger and then the operating unit and inventory org.

In the above structure we have ledger which is a new concept in R12. In 11i we had set of books and in R12 we have ledger which comprises of four things i.e. 4 Cs

·        Calendar

·        Currency

·        COA i.e. Chart of Accounts or Accounting Flexfieds

·        SLA i.e. Sub-ledger Accounting

3       List of basic setups

Although everything will not be discussed in this chapter but to have guided learning path we have listed the various tasks which we would be taking into care in this section of oracle for beginners. 

As part of the process flow starting from scratch the below steps needs to be performed

• Step 1 : Creation of responsibilities
• Step 2 : Creation of user
• Step 3 : 4 Cs
• 3.1 : 1^st C : Currency
• 3.2 : 2^nd C : Calendar
• 3.3 : 3^rd C : COA ( Accounting Flex field)
• 3.4 : 4^th C : Defining SLA Method 
• Step 4 : Defining of ledger and attaching the 4C defined in step 3
• Step 5 : Defining of location
• Step 6 : Defining of organization
• Step 7 : Attaching of profile option

Each step is a concept and will be discussed in breadth in different posts. 

3.1    1^st C: Chart of Accounts: Define Accounting Flex field

As mentioned above 1^st C in the structure is COA or chart of accounts.  In order to define the chart of accounts we need to define the accounting flex field and it follows the below steps

Accounting Flex field > Segments > Value Sets > Values

The above means we need to follow the below steps

·         Step 1: Define Accounting Flex field

·         Step 2: Define Segments

·         Step 3 : Define Value sets

·         Step 4 : Assign value sets to the segments

·         Step 5 : Assign flex field qualifiers

·         Step 6 : Compiling of flex fields

·         Step 7 : Defining of values 

3.2     2nd C: Currency

As mentioned above the next step after defining of the chart of accounts is to define the currency in the application. 

3.3     3rd C: Calendar

After defining the currency we need to define the calendar on which the dates and calendar periods needs to be defined. 

In this there are two steps 

• Defining of calendar names 
• Defining of calendar periods 
• Defining of exchange rates for the currency defined earlier. 

All the above mentioned steps have been explained in the attached document.

Chapter 2 : Defining of 4Cs in EBS

4      Conclusion

Thus in today’s chapter we have studied the following things

• ·         Multi-org Structure  
• ·         Defining of 4Cs i.e.

ü  COA: Accounting Flex field consisting of segments, Value sets, Values

ü  Calendar: calendar name and periods

ü  Currency :

ü  4^th C: SLA which being a vast topic would be taken up in a different session.

In our process we would attach the standard oracle defined SLA and end the process.

The steps mentioned in this chapter have been explained considering the training requirements which would differ in case of specific requirements. Next we would be seeing the process of defining of ledgers and then assigning of the 4Cs to the ledger.