Enabling Organization Assignments

Items are engineered, manufactured, and distributed by physical facilities called "organizations". To enable an organization to perform one of these functions on an item, you have to first enable the item into that organization with the appropriate attributes. Some of the attributes are modifiable at the organization level. These are called organization-level attributes.

Additional Information: When integrating a retail system such as Oracle Retail with Oracle eBusiness Suite, you must set up the retail sites as organizations. Refer to the retail site hierarchy and create a matching organization hierarchy. Model retail site clusters as single level organization hierarchies, with one of the sites defined as a parent (a dummy role). Once the organizations are defined, you can synchronize retail site data with the organizations.

See: Setting Up Organizations

Choose from the following methods of assigning organizations to items:

Attention: Only those users with access to an organization can assign items to it.

arrow icon   To enable an item in an organization:

  1. Locate the item you wish to enable.

  2. On the item's Overview page, click the Organizations tab.

  3. On the Organization Assignments page, click Assign to Organization.

    Note: When you are viewing an item within the master organization context, you can also click Mass Assign to Organization. This button is not available within child organizations. See: "To mass assign items to organizations:" in Mass Updating Items, Item Categories and Item Associations.

    The Assign to Organization button enables you to copy the following item attribute values from the master organization context to the new organizations:

    • Status

    • Primary Unit of Measure

    • Tracking

    • Pricing

    • Secondary Unit of Measure

    • Defaulting

    • Negative Deviation Factor

    • Positive Deviation Factor

    If you want to copy more attribute values, then use the Mass Assign to Organization button.

  4. On the Update Organization Assignments page, select the Assigned checkbox in the row of each organization to which you want to assign the item. Click Assign All to assign the item to all organizations.

  5. Click Apply.

    A message appears, listing the concurrent request ID.

arrow icon   To assign a pack to an organization:

You can assign any level in a packaging hierarchy to one or more organizations. All items below the pack item selected are assigned to the same organization(s) as the pack item.

  1. Navigate to the Packs page of an item.

    From the item's Overview page, click the Configuration tab, then the Packs subtab. The Packs page displays a list of each pack item of which this item is a member.

  2. In the bottom table that displays the pack hierarchy, select the pack item that you want to assign to one or more organizations.

  3. Click Assign Pack to Organization.

  4. In the Assign Items to Organizations: Select Organizations page, search for the organizations to select using one or more of the following fields:

    Click Next.

  5. In the Assign Items to Organizations: Review Organizations page, select one or more organizations, then click Next.

  6. In the Assign Items to Organizations: Review Results page, review the items and the organization assignments. Click Back to change them or Finish to complete the organization assignment.

  7. in the Assign Items to Organization: Choose Action page, choose to either apply the changes to the database or to export the changes to Excel.

    Click Submit.

  8. If you chose the apply to database option, follow the next steps that appear to schedule the concurrent request, choose a report layout, and review the options you have chosen. Click Submit to schedule the concurrent request.

    If you chose the export to Excel option, follow the next steps that appear to download the changes into an Excel spreadsheet. Update the spreadsheet if necessary, then upload it as described in Updating Existing Items Using a Spreadsheet.

arrow icon   To change the organization context:

You can change the organization context to look at item information in a different organization either from the main menu or from within the item workbench.

To change organizations from the main menu

  1. From the menu, find and select Change Organization.

To change organizations from the item workbench

  1. Navigate to the item's Overview page or to any page within the item workbench.

  2. From the Shortcuts drop down list, select Organization, then click Go.

  3. In the Choose Organization page, click the Quick Select icon next to the organization you want to select.

Alternatively, from the item's Overview page, select the Organizations tab. In the Change Organization drop down list, select an organization.

arrow icon   To view item organization assignments:

Attention: You can only view those organizations to which you have access.

  1. Navigate to the item's Overview page.

  2. Select the Organizations subtab.

    The Organization Assignments page lists all of the organizations assigned to the item.