How does one setup Multi Org Access Control (MOAC) in Order Management for R12?

General MOAC Setup:

1. Define the Security Profile in HRMS:

a. Using HRMS Management responsibility

b. Navigate to: HRMS Manager > Security > Profile

c. Verify that the Security Profile is defined (for the OM responsibility or site level)

d. If it is not yet setup, enter it and attach the Operating Units

e. SAVE

NOTE: If you created a new security profile in 'd' above, you MUST run the concurrent program 'Security List Maintenance' or the multiple operating units will not appear in the LOV in the OM forms. This program populates a table that is used for validating multi-org access.

Navigation: HRMS Management > HRMS Manager > Processes & Reports > Submit Process & Report > Security List Maintenance
2. Setup MO Profile Options:

a. MO: Security Profile - Setting this profile enables MOAC functionality

b. MO: Default Operating Unit - This Operating Unit will default into OM forms and reports. You can use the LOV to clear it or change it.

Keep the MO profiles in sync:

MO: Security Profile is settable at both the site and responsibility level.

MO: Default Operating Unit is settable at the site, responsibility and user level.Verify the settings of these profiles if you find the application not behaving as expected.

3. OM Setup:

Review new OM System Parameters migrated from OM Profiles with R12 upgrade: Order Management Super User > Setup > System Parameters > Values

4. Enable hidden field 'Operating Unit' in forms and save as default folder:
Sales Order and Order Organizer forms

Quick Sales order and Organizer forms

Sales Agreement forms

Pricing and Availability form

Other forms