grants accounting

1. Organizations, Jobs, and
Employees

2. Objectives
– Define organizations and assign grants-related
organization classifications
– Describe Multiple-Organization Support in
Oracle Grants Accounting
– Define jobs and employees

3. Agenda
– Overview of Integration with Oracle HRMS
– Organizations
– Multiple-Organization Support
– Jobs
– Employees

4. Entities
shared with
Oracle
Grants
Accounting
Overview of Integration with Oracle
HRMS
Oracle Human Resources Oracle Grants Accounting
Oracle
Grants
Accounting
Employees
Organizations
and
Organization
Hierarchies
Business
Group
Definitions
Jobs

5. Agenda
– Overview of Integration with Oracle HRMS
– Organizations
– Multiple-Organization Support
– Jobs
– Employees

6. Use of Organizations in Oracle Grants
Accounting
Uses of Organizations in Oracle Grants
Accounting
Award/Project/Task Owning Organizations
Expenditure Organizations
Burden Schedule
Budgeting/Resource Lists

7. Defining Organizations
2. Define the basic
organization information.
1. Define locations.
3. Assign organization
classifications to the
organization.
Location: Atlanta
Chemistry Department
Project/task
owning
organization
Project/
expenditure/
owning
organization

8. Organization Classifications
Organization Classifications Related to
Oracle Grants Accounting
Business Group
Operating Unit
HR Organization
Project/Task Owning Organization
Project Expenditure/Event Owning
Organization
Project Invoice Collection Organization

9. Organization Hierarchies
Example: Assign the Project/Task Owning Organization
Hierarchy in each operating unit to control which
organizations can own project and/or tasks.
Progress (S&L)
Project/Task Owning
Organization
Progress-HR
Project/Task Owning
Organization
Progress-Finance
Project/Task Owning
Organization
Project/Task Owning Organization Hierarchy

10. Assigning Organization Hierarchies
Oracle
Grants
Accounting
Project/Task Owning
Organization Hierarchy
Expenditure/Event Owning
Organization Hierarchy
Default Reporting
Organization Hierarchy
Project Burdening
Organization Hierarchy
Assign organization hierarchies in Oracle Grants Accounting to
determine which organizations are used for reporting and
processing.

11. Agenda
– Overview of Integration with Oracle HRMS
– Organizations
– Multiple-Organization Support
– Jobs
– Employees

12. Multiple Organization Installation
Responsibility
determines
operating unit.
Ledger
Legal
Entity
Legal
Entity
Operating
Unit
Operating
Unit
Master
Inventory
OrgInventory
Org
Inventory
Org
Inventory
Org
Inventory
Org
Operating
Unit

13. Operating Units
Operating Units
partition
subledger data.
Operating
Unit 1
Operating
Unit 2
Business
Group A
Oracle Grants
Accounting
Oracle
Purchasing
Example Subledgers
Oracle Grants
Accounting
Oracle
Purchasing
Example Subledgers

14. Single Business Group Access
Business
Groups
Legal Entities
Operating Units
University
College
1
College
2
LawEng.
Art &
History
Hospital
Center
Out
Patient
Business group data is partitioned.
Hospital

15. Cross Business Group Access
Top
Organization
Business
Groups
Legal Entities
Operating Units
World
Bank
United
States
United
Kingdom
US
Health
US
Tech.
UK
Health
London
New
York
DenverDallas
Business group data is shared.

16. Example
Operating
Unit 1
Operating
Unit 2
For example, Oracle Projects
setup that is operating unit
specific:
– Projects type
– Project Templates
– Agreement Types
For example, Oracle Grants
Accounting setup that is
operating unit specific:
– Award Types
– Award Roles
– Award Templates
Business
Group A

17. Agenda
– Overview of Integration with Oracle HRMS
– Organizations
– Multiple-Organization Support
– Jobs
– Employees

18. Jobs
Job:
9950.SUPERVISOR
Assign jobs to employees.
Invoice Line Groupings
Resource Lists
Award Status Inquiry (SSI)
Reporting
Use jobs in Oracle Grants
Accounting.

19. Agenda
– Overview of Integration with Oracle HRMS
– Organizations
– Multiple-Organization Support
– Jobs
– Employees

20. Employees in Oracle Grants
Accounting
Example: Employees
Award Key
Member
Award Role Contingent Labor

21. Defining Employees
Employee Information
Last Name
First Name
Employee Number
Start Date
HR Organization
Job
Supervisor
Billing Title
Expense Address Flag
Define required
employee
information

22. Defining Employee HR Assignments
Organization (HR Organization)
Progress Special Org
Job
9950.SUPERVISOR
Position
95001. SPL ORG SUPERVISOR
Supervisor
Palmer, Mr. James John
HR Assignment
Employee

23. Summary
– Define organizations and assign grants-related
organization classifications
– Describe Multiple-Organization Support in
Oracle Grants Accounting
– Define jobs and employees