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24 Common Customer Data Management Configuration: Define Resource Organization Information

This chapter contains the following:

Resource Organizations and Organization Usage: Explained

Primary Resource Organization by Usage Explained

Resource Organization Hierarchy Versioning: Explained

Organization Memberships and Role Assignments: Explained

Create an Organization with Sales Usage: Worked Example

Adding a Sales Organization to a Sales Organization Hierarchy: Worked Example

Assigning a Resource to an Organization: Example

FAQs for Define Resource Organization Information

Resource Organizations and Organization Usage: Explained

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.

The resource must be a member of the concerned organization.
The resource organization must be classified as an organization with the specific usage.

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.

Create an Organization with Sales Usage: Worked Example

This example demonstrates how to create a resource organization with sales usage.

you have two choices while creating resource organizations with sales usage:

Create an organization from an existing department
Create a new organization

Accessing the Managing Sales and Marketing Organizations Screen

These tasks can be accomplished using the Manage Sales and Marketing Organizations screen in the Setup and Maintenance section. To navigate to this screen, perform the following tasks.

Click the Navigator link at the top-left section of the Oracle Fusion screen.
Click the Setup and Maintenance link in the Navigator. This displays the Setup and Maintenance screen.
If the Manage Sales and Marketing Organization task is listed in the Assigned Implementation tasks, click the Go To Task button against it to access the Manage Sales and Marketing Organizations screen. You can also choose to search for the task in the All Tasks tab.

Creating an Organization from an Existing Department

You need to create an organization with sales usage from an existing department if the concerned department needs to be reused as a sales organization.

You can either search for the organization whose usage you wish to modify or click the Create button, select the Create from Existing Department option and specify the name of the organization in the Create Organization screen.
Specify the Business Unit to which the organization needs to belong and add Sales Organization under the Organization Usages section of the screen.

Creating a New Organization with Sales Usage

Select the Create New Organization option in the Create Organization screen and click Next.
Specify the name and business unit of the new organization and select Sales Organization as its usage.
Click Finish to save the new organization with sales usage.

Adding a Sales Organization to a Sales Organization Hierarchy: Worked Example

This example describes how you can add a sales organization to a sales organization hierarchy.

As new sales organizations are created within your company, you need to add these organizations to your company's sales organization hierarchy. To do so, perform the tasks detailed below.

Decide whether to Create a New Version

Navigate to the View Organization Hierarchies screen in the Resource Manager.
Search for and display the sales organization hierarchy you want to edit.
Click the Actions drop-down button. If the new organization needs to be added to the sales organization hierarchy with immediate effect, select the Edit this Hierarchy Version option. If the new organization needs to be displayed in the sales organization hierarchy only after a specific date, select the Create Hierarchy Version option. If you choose the latter option, you need to specify the date from which the new sales organization hierarchy version needs to be active.

Add a New Organization to the Sales Organization Hierarchy

In the Edit Organization Hierarchy Version page, select the node in the sales organization hierarchy where you need to add the new sales organization and click the Add button.
Search and select the new sales organization in the Add Tree Node popup screen. This adds the new organization to the sales organization hierarchy.
Click on the new organization in the hierarchy, drag it to the node where it needs to be placed, and release. The organization is now moved to the location you specified within the selected sales organization hierarchy.
Click Save and Close to save the changes made to the sales organization hierarchy version and exit the screen.

Assigning a Resource to an Organization: Example

Once you have identified a resource, you can assign the resource to organizations within the deploying company. This example explains how you can assign resources to organizations.

Scenario

You need to assign a resource to an organization. It is important to state here that a resource can belong to multiple organizations at the same time. This means that even if chosen resources already belong to organizations, you can assign them to other organizations as needed.

To assign a resource to an organization, perform the following tasks.

Search for the resource using the Search controls in the Resource Directory.
Display the concerned resource's profile by clicking on the resource's name in the search results.
Click the Organizations tab in the Resource Profile Details screen. This displays the list of organizations to which the resource belongs.
Click the Create button to display the Create Organization Membership popup screen. Use this screen to search and assign organizations to the concerned resource's profile.
Click the Organization field and select the organization you need from the drop-down list displayed. You can also enter part of the name of the organization you need and search for it. You can also search for organizations using a range of search options available in the search screen. Click the OK button to add the organization you need to the Create Organization Membership screen.
Click the Add Row button in the Create Organization Membershipscreen. This adds a row to the screen, enabling you to specify the role the resource needs to play in the organization.
Click the Role field and, from the drop-down list displayed, select the role the resource needs to play in the organization. Depending on the role settings created for the selected role, the role type is automatically indicated by a tick mark under the appropriate column.
The From Date field is automatically set to the current date. You can change this date to reflect the actual assignment date as required.
The To Date is empty by default. This means that the resource is assigned to the organization you chose infinitely. You can set the date to the actual end date by entering the required value in the mm/dd/yy format.
Click the OK button to save your changes. This assigns the resource to the organization you chose. You can add the resource to as many other organizations as needed.

You can also assign resources to organizations by searching for organizations and adding members to the concerned organization. To assign resources to organizations by searching for organizations, perform the following operations.

Click the Search field and, from the drop-down list displayed, select Organizations.
Search for the organization you need and click on the name of the required organization from the search results. This displays the Organization screen, where all the details of the selected organization are displayed.
Click the Members tab to edit the list of members assigned to the organization.
Click the Create button to assign a new resource to the organization. This displays the Add Resource Member popup screen.
Search for the resource by entering the resource's name in the Resource field. From the search results displayed, select the resource you wish to assign to the organization and click OK. This displays the Add Resource Member popup screen with the resource's name added.
Click the Add Row button to add a role to the newly-added resource.
Click the Role field and, from the drop-down list displayed, select the role the resource needs to play in the organization. Depending on the role settings created for the selected role, the role type is automatically indicated by a tick mark under the appropriate column.
The From Date field is automatically set to the current date. You can change this date to reflect the actual assignment date as required.
The To Date is empty by default. This means that the resource is assigned to the organization you chose infinitely. You can set the date to the actual end date by entering the required value in the mm/dd/yy format.
Click the OK button to save your changes. This assigns the resource to the organization you chose. You can add as many resources to the organization similarly.

Note

The date from which a resource is a member of an organization must be on or after the date on which the resource was hired.
If a resource was previously a member of the selected resource organization with an end date later than the current date, and if the resource was removed from the organization before the end date, you cannot reassign the resource to the same organization.

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.

Can I create multiple resources as managers within a resource organization?

No. An organization can have only one manager.

Can I create a new organization hierarchy version?

Yes. To create a new hierarchy version, navigate to the hierarchy whose new version you wish to create and click on the Actions button. From the drop-down list displayed, select Create Hierarchy Version. make the changes to the hierarchy as required, specify the dates between which the organization hierarchy needs to be active, and click Save and Close to save your changes and exit the screen.