Oracle Fusion Applications Customer Data Management Implementation Guide

You can assign organization usage information to resource organizations to classify them based on how they can be used. For instance, resource organizations engaged in sales activities can be assigned the Sales Organization usage. This enables you to sort organizations based on their usage, simplifying your task of working with them.

Primary Resource Organization by Usage Explained

A resource can belong to multiple organizations, and can be assigned different resource roles for each organization. However, a resource can be assigned to one resource organization that becomes the primary organization for the resource as far as a specific usage is concerned.

A resource organization can be said to be a primary resource organization by usage for a resource if the following criteria are met.

For example, a resource organization can be listed as a primary resource organization for marketing for a particular resource if the resource organization is classified as a marketing organization by usage, and has the concerned resource as a member.

Resource Organization Hierarchy Versioning: Explained

As organizations evolve, you may need to make changes to the existing organization hierarchy. Create organization hierarchies to capture these changes without impacting active hierarchies.

Depending on the urgency and nature of the changes within the deploying company, organization hierarchy changes can either be immediate or planned.

Implementing Immediate Resource Organization Hierarchy Changes

In case of immediate changes in the organization hierarchy, either make changes directly to the hierarchy or create a new version of the existing hierarchy and set it to become active when the new organization structure needs takes effect.

Note

Changes made to existing hierarchies are saved automatically and updated immediately.

Implementing Planned Resource Organization Hierarchy Changes

Create a new version of the active hierarchy and specify the date on which the new version needs to become active. Once the new version is saved, you can make and save the changes needed. Ensure that you have made all the changes needed to the new version before the date on which the new version needs to become active.

Organization Memberships and Role Assignments: Explained

When you assign a resource to an organization, you should also specify the role the resource needs to play in the organization. This ensures clarity on the kind of tasks that can be assigned to a resource, apart from defining where the resource is situated within the organization's hierarchy.

Note

There can be only one manager in an organization. However, a resource can be a member of multiple organizations if needed.

FAQs for Define Resource Organization Information

Can I create a new organization?

Yes. You can create new organizations using the Manage Sales and Marketing Organizations option in the Functional Setup Manager or the Oracle Fusion Partner Management user interface. You can also create new resource organizations from the User Management interface. You can also use the interface to manage user accounts and roles, and to create employee and partner-member users.

How can I delete a resource from an organization?

To delete a resource from an organization, you need to delete the concerned resource's membership from the organization.

To manage the membership of an organization, navigate to the Manage Resource Organization and select the organization concerned. Once the organization's membership details are listed, you can add, delete or edit them as required.

What happens if I delete a resource from an organization?

When you delete a resource from an organization, you effectively delete the concerned resource's membership with the organization. This also removes the resource from the organization hierarchy.

What's a resource organization hierarchy?

A resource organization hierarchy is a hierarchically structured representation of the way resources are grouped within a resource organization. Resource organization hierarchies can contain other organizations within them. Thus, you can include any resource organization within the deploying company to create a single global hierarchy that depicts the operational structure of your company.

Simply put, a resource organization hierarchy describes how organizations are structured. Organization hierarchies also capture the relations between organizations across the deploying company. Thus, resources can view the reporting structures within their organizations and how their organization reports into higher-level organizations.

Can I create a new organization hierarchy?

No. All organizations within your deploying company are part of a large overarching global hierarchy. Therefore, new organization hierarchies cannot be created. You can, however, move existing organizations or attach new organizations to the existing hierarchy and create a new version of the hierarchy. Once you have created a new version, specify the date from which the new version needs to become active and, on the specified date, your new hierarchy version replaces the older hierarchy.

Can I copy a resource organization hierarchy?

No. You can only have one resource organization hierarchy active at a time within a deploying company. If you need to create a hierarchy for an organization, you will need to specify the reporting structure within the concerned organization and then make the organization a part of the existing hierarchy.

How can I reuse a resource organization in multiple organization hierarchies at the same time?

There is always one resource organization hierarchy for internal resource organizations and also one partner organization hierarchy for each partner company. You can have one active version and multiple inactive versions of resource organization hierarchies. Resource organizations can be included into any of the active or inactive organization hierarchies.

22 Common Customer Data Management Configuration: Define Resource Organization Information

Resource Organizations and Organization Usage: Explained