1. Implementing Your Agency
  2. Setting Up a Fusion Business Unit and Legal Entity

Setting Up a Fusion Business Unit and Legal Entity

This topic discusses the one-time setup for Oracle Permitting and Licensing administrators who are not using Fusion Human Capital Management (HCM), Enterprise Resource Planning (ERP), and Sales Cloud.

If you have implemented both Fusion Financials and Oracle Permitting and Licensing offerings, then you must ensure that you migrate Financials Business Unit related tasks before any Licensing and Permitting migrations. Migrate any changes you have made to the business unit configurations in the Financials offering before the Public Sector offering or the implementation projects are migrated from a non-production environment to your production environment.

The following setup steps are prerequisites for creating an agency staff in the system.

Note: For Fusion HCM, ERP, and Sales Cloud customers, these steps are not required as the business unit and legal entity are already set up.

Configure the following tasks in the order mentioned here:

  1. Set up reference data sets (to create a Set ID)

  2. Create a business unit

  3. Create a legal address

  4. Create a Legislative Data Group

  5. Create a Legal Entity

  6. Register a Legal Entity

  7. Create Legal Entity HCM Information

Setting up Reference Data Sets

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel locate the Manage Reference Data Sets task and click the row to open the Manage Reference Data Sets page.

  3. On the Manage Reference Data Sets page, click the New button and include values for the fields:

    Page Element

    Description

    Set Code

    Enter a code value that represents your agency.

    Set Name

    Enter a name that represents your agency.

    Description

    Enter a description about your agency.

  4. Click Save and Close to save the newly created SetID.

Creating a Business Unit

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel locate the Manage Business Units task and click the row to open the Manage Business Units page.

  3. On the Manage Business Unit page, click the New button and include values for the fields:

    Page Element

    Description

    Name

    Enter a name for the business unit.

    Default Set

    Select the SetID you created in the previous section

  4. Click Save and Close to save the newly created business unit.

Creating a Legal Address

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel, locate the Manage Legal Addresses task and click the row to open the Manage Legal Addresses page.

  3. On the Manage Legal Addresses page, click the New button and enter the agency address in the Agency Line 1 field. The other fields are optional.

  4. Click OK to return to the Manage Legal Addresses page and click Save and Close to save the newly created address.

Creating a Legislative Data Group

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel, select the task named Manage Legislative Data Group and click Select to open the Manage Legislative Data Groups page.

  3. On the Manage Legislative Data Groups page, click Create to enter the new legislative data group details.

  4. Enter your legislative data group name in the Name field. Search and select your country from the Country field.

  5. Click Submit to save and return to the Manage Legislative Data Group page.

  6. Click Done.

Creating a Legal Entity

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel, locate the task named Manage Legal Entity and click to open the Select Scope page.

  3. On the Select Scope page select the Manage Legal Entity task radio button.

  4. Click the Legal Entity drop-down and select Create New. Click Apply and Go to Task button to open the manage Legal Entities page.

  5. On the Manage Legal Entities page, click the New button to open the Create Legal Entity page and enter values for the fields:

    Page Element

    Description

    Country

    Select the country (United States is the default selection).

    Name

    Enter the name of your agency.

    Legal Entity Identifier

    Enter a code for your agency.

    Payroll Statutory Unit

    Select the check box.

    Legal Employer

    Select the check box.

    Legal Address

    Select the legal address (created in the previous section) using the Search and Select page.

    EIN or TIN

    Enter your agency’s EIN or TIN value. You can enter a value of your choice if you do not have EIN or TIN for your agency.

    Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.

    Legal Reporting Unit Registration Number

    Enter your agency’s legal reporting unit registration number. You can enter a value of your choice if you do not have a registered number for your agency.

    Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.

  6. Click Save and Close to save the newly created legal entity.

Registering a Legal Entity

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel, select the task named Manage Legal Entity Registration and click Select to open the Select Scope page.

  3. On the Select Scope page select the Manage Legal Entity Registrations task radio button.

  4. Click the Legal Entity drop-down and choose Select and Add. Select Click Apply and Go to Task button to open the Manage Legal Entities page.

  5. On the Manage Legal Entities page expand the Search section and enter the legal entity name you created in the previous section. Click Search.

  6. Select the row from the search results and click Save and Close, to save the entity and open the Manage Registrations page.

  7. View your values on the new Manage Registrations page and click Done to confirm and complete the registration process.

Creating Legal Entity HCM Information

  1. Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.

  2. On the right panel, select the task named Manage Legal Entity HCM Information and click Select to open the Select Scope page.

  3. On the Select Scope page select the Manage Legal Entity HCM Information task radio button.

  4. Click the Legal Entity drop-down and choose Select and Add. Click Apply and Go to Task button to open the Manage Legal Entities page.

  5. On the Manage Legal Entities page expand the Search section and enter the legislative data group you created in the previous section. Click Search.

  6. Select the row from the search results and click Save and Close, to save the entity and open the Legal Entity page.

  7. On the Legal Entity page, click Edit and then click Update to open the Update Legal Entity page to enter an action reason.

  8. On the Update Legal Entity page, select Action Reason drop-down button and select the option Reorganization. Click OK to save and return to the Legal Entity page.

  9. On the Legal Entity page, select the Payroll Statutory tab to associate the data group to the HCM legal entity.

  10. Under the Payroll Statutory Information section select the Associated Legislative Data Group drop-down. Search and select the legislative data group you created using the previous section.

  11. Click OK to return to the Edit Legal Entity page. Click Submit and then click Done to complete the creation of a Legal Entity HCM Information.

For information on creating an employee record, refer to the documentation Managing Agency Staff Profiles.