Address data entered in HRMS not visible in the CRM Resource Manager

Issue:

When an employee is created in HRMS, address of the employee will be entered in the address button.

When the employee is imported as CRM Resource in CRM Resource Manager, address of the corresponding resource could not be seen in Miscellaneous tab

Solution:

To resolve the issue do the following

Step 1:

Navigation: Super HRMS Manager > People > Enter and Maintain > (B) Address

Ensure that "Primary" check box is enabled in address window of HRMS

Step 2:

Navigation: System Administrator > Profile > System

Set the following Profile Options

1) HZ: Protect HR Person Information = No

2) JTFRS: Hide Sensitive HR Data = No

The above profile option can be set either at Site level or at Responsibility level

Step 3:

Navigation: System Administrator > Application > Function. Query the function "JTFRSDEF". Go to Form tab and enter the below parameter and save

Pass the parameter "P_HIDE_SENSITIVE_HR_DATA=N" to the Define Resources form.

Now, go to Miscellaneous tab in CRM Resource Manager and view the address data.

Scheduling a Task that requires Skill

Can we schedule a Task that requires skill to carry out that task?

Yes.

How do we assign a Skill to a Resource?

Navigate to Field Service Manager à Field Service Dispatcher à Skill Management

Skill Management window opens. Go to Skill Levels. The User can see the seeded skills levels (Scales) that come along with Oracle Instance. If required, user can define their own skill level.

Go to Skills tab. Enter Skill Type Name, Description and Scales

Enter the Skill Name and Description and save

Go to Resources tab. Query for an employee to whom you want to assign the skill

Enter the Skill Type, Name and Level and save the record

How do we assign a Skill that is required for a Task?

Navigate to Field Service Manager à Field Service Dispatcher à Skill Assignment

Basic Find Tasks window opens. Search for the Task, for which skill is needed to carry out that task.

Skill Assignment windows opens. Assign the skill that is required to carry out this task and save.

How do we Schedule the task with Skilled Resource?

Navigate to Field Service Manager à Field Service Representative à My Service Requests à Find Service Requests

Go to the Task tab. Select the task that is to be scheduled. Click on the Scheduler Button that is near to the Assignee Field.

Schedule Task window opens. Select the Territory Qualifiers and Click on the Search button.

Advanced Scheduler will fetch all the optimized resource based on the Territory Qualifiers.

Now, go back to Preference tab, Select the Territory Qualifiers and Skills and Search.

Now, the Advanced Scheduler will fetch only the resource that comes under that territory with that specific skills required to carry out that task.

Cheers. Enjoy Learning Oracle Apps J

Auto Generation of Field Service Task

Can we auto generate task when a service request is created?

Yes, using task template.

Create a task template and map that task template to a service request type. When user creates a service request using the mapped request type, tasks will be generated automatically while saving the service request.

How to create a Task Template?

Navigate to Field Service Manager à Field Service Setup à CRM Foundation à Task and Escalation Manager à  Tasks à Task Templates

Setup Task Template Groups window will opens.

Enter a Name and Description for the task template. Enter Application as Field Service and Document Type as Service Request

Enter the Subject Name, Task Type and the Task Status

Planned Effort will be defaulted based on the Profile Option setup.

Save the Record.

How to map a task template to Service Request Type?

Navigate to Field Service Manager à Field Service Dispatcher à Service Request à Setup à Mapping àTask Template Mapping

Task Template Mapping windows opens. Click on “Create Task Template Mapping Button”

Enter the Request Type for which the user wants to auto generate the tasks. Enter the Task Template which we created earlier and click on Apply.

Now, the user can see that the mapping of Task Template to a Service Request Type is done.

How do we verify that the Task Template is mapped to Service Request Type?

Navigate to Field Service Manager à Field Service Representative à My Service Request à Create Service Requests

Service Request window opens. Enter the request type which we mapped to the task template. Fill rest of the mandatory fields in the service requests window and save the request.

Now, the user can see that the tasks are generated based on the task template mapping.

Cheers. Enjoy Learning Oracle Apps J

Defining Service Request Type for Service Request

This tutorial will guide you to define a Request Type and Mapping it to the responsibility
Navigate to Field Service Manager >Field Service Setup > Service Request > Request Type
Enter the Type, Business Process, Status Group and Save.
If you want the Request Type to be available in Web, you can select Web Entry

Navigate to Field Service Manager >Field Service Dispatcher > Service Request > Setup > Mapping > Responsibility Mapping
Click Update button against the Responsibility

Click on Add Another Row button

Add the Request Type already created and Save

Navigate to Field Service Manager >Field Service Representative > My Service Request > Create Service Request
You can verify that the created Request Type will be listed in the LOV

Cheers. Enjoy Learning Oracle Apps J

Defining Legal Entity in Oracle Apps

This tutorial will guide you to define a Legal Entity in Oracle R12 Apps
Navigate to General Ledger > Setup > Financials > Accounting Setup Manager > Accounting Setups
Go to Legal Entity tab, Click on Create Legal Entity button

Enter the Territory, Legal Entity Name, Organization Name, Legal Entity Identifier and PAN details.
Select Transacting Entity as Yes

Select Existing Address
Enter the Location already created in the Legal Address field

For creating Locations, refer Defining Locations in Oracle Apps
Enter Place of Registration and the Currency
Click Apply
Confirmation will be displayed with the message that Legal Entity is created successfully

Also, you can search for the Legal Entity created and it will display the result as below

Cheers. Enjoy Learning Oracle Apps J

Defining Business Group in Oracle Apps

This tutorial guides you to define the Business Group in Oracle R12 Apps

Navigate to Human Resources > Work Structures > Organization > Description

Find Organization window opens.

Click on New Button. Organization window opens

Enter the Name and Select the Type as Business Group

In the Location field, enter the Location created already and save the record

For creating Locations, refer Defining Location in Oracle Apps

Under the Organization Classifications, enter the name as Business Group and select the Enabled check box

Save the record

Click on Others Button

Additional Organization Information window opens, select Business Group Info and click OK

Enter all the details and click OK

Click Ok again and save the record

Cheers. Enjoy Learning Oracle Apps J

Defining Location in Oracle Apps

This tutorial guides you to define a Location in Oracle R12 Apps

Navigate to Human Resources > Work Structures > Location

Location window opens

Enter the Name and Description

In the Address tab, select Address Style as India or any Country

Location Address window opens

Enter the Address Details. Click OK and Save the Record

You can see that the address detail is populated in the field

Go to Shipping tab, select the site as per your need and save

Cheers. Enjoy Learning Oracle Apps J

Creating Chart of Accounts in Oracle R12 Apps

In R12 Multi-org, Set of Books (SOB) is replaced by Ledgers and Ledgers will have 4Cs where as SOB had only 3Cs.

The 4Cs of Ledgers are

· Chart of Accounts (Accounting Flexfield Structure)

· Functional Currency

· Accounting Calendar

· Accounting Conventions (Not in SOB)

In this post, we are going to discuss how to create the Chart of Accounts.                                            

Creating a Chart of Accounts includes the below two steps

1) Create Accounting Structure

2) Enter Values to the Value Sets

Create Accounting Structure:

Navigate to System Administrator>Application>Flexfield>Key>Segments

Key Flexfield Segments window opens. Query Application as "General Ledger" and Flexfield Title as "Accounting Flexfield"

Enter a Name for the Code, Title and Description

Save the record

Click on Segments button

Segments Summary Windows Opens.

Enter the Number, Name, Window Prompt, and Column.

Keep the cursor in the Value Set field and Click on the Vale Set button

Value Set window opens.

Enter Value Set Name, Select the List Type, Security Type, Format Type and Validation Type

Enter the Maximum Size and Save the Record.

Close the Value Sets Window and go back to Segments Summary

Enter the created Value Set in the Value Set Field and Save the Record.

Now, Click on the Flexfield Qualifiers, Enable the Balancing Segment and Save the Record

Similarly, create the remaining segments with respectively created Value Sets.

For Department, select the Flexfield Qualifiers as Cost Center Segment and

For Account, select the Flexfield Qualifiers as Natural Account Segment

Save the record.

Close the Segments Summary window and go back to Key Flexfield Segments Window

Select the Freeze Flexfield Definition check box.

Caution Window opens. Click OK

Click on Compile Button to save the record.

Click OK. Note is displayed with the message that the flexfield was compiled successfully. Click OK and close the window

Enter Values to the Value Sets

Navigate to System Administrator>Application>Flexfield>Key>Values

Enter the Application Name as General Ledger

Title as Accounting Flexfield

Enter the Accounting Structure created in the Structure Field. Click on the Find button

Segment Values window opens

Go to Values, Effective tab and enter the Values for the Segment ‘Company’

Go to Values, Hierarchy, Qualifiers tab, click on Qualifiers field and select the Segment Qualifiers

Save the record

Keep the cursor in the Independent Segment Field and click on the Clear tool in the tools menu. Window with next Value Set (Department) opens.

Enter the values and segments qualifiers and save the record

Similar way, enter the values and segment qualifiers for Account

Similar way, enter the values and segment qualifiers for Product

Now, we done with creating the Chart of Accounts

Cheers. Enjoy Learning Oracle Apps J