Setting up a third-party organization in Oracle Fusion involves creating and configuring an external party such as a supplier, customer, or business partner. Here’s a step-by-step guide to set up a third-party organization in Oracle Fusion:
1. Login to Oracle Fusion:
- Use your credentials to log into Oracle Fusion Applications.
2. Navigate to Setup and Maintenance:
- From the home screen, go to the Navigator menu.
- Select Setup and Maintenance under the Tools section.
3. Define the Organization Type:
- Decide the type of third-party organization you’re setting up (Supplier, Customer, etc.).
- You will need to create either a supplier, customer, or other relevant entity in Oracle Fusion.
4. Search for the Relevant Task:
- In the Setup and Maintenance page, use the search bar to find the task related to your third-party organization.
- For suppliers, search for “Define Supplier”, and for customers, search for “Define Customer”.
5. Create a Third-Party Organization (Supplier or Customer):
- For suppliers: Select Suppliers from the dropdown and then click on Create Supplier.
- For customers: Select Customers and click on Create Customer.
6. Enter Basic Information:
- Fill in the necessary fields such as:
- Name of the organization.
- Organization Type (select from predefined options like corporation, partnership, etc.).
- Tax Registration Number or any other identification required based on your organization’s needs.
- Contact Information including email, phone number, etc.
- Business Unit the third party is linked with.
7. Assign Sites (for Suppliers):
- After entering basic information for suppliers, click Next and define the supplier’s sites.
- Add sites and assign the site purpose (Purchasing, Payment, etc.).
8. Define Roles and Responsibilities (for Customers):
- For customers, you may need to define the roles for the contact people and assign them specific responsibilities such as Bill-to, Ship-to, or Payer.
9. Set Up Payment and Banking Information (Optional):
- You may need to configure banking or payment details for suppliers.
- Go to the Payment Information section and enter details like Bank Account Number, Bank Name, Currency, and Payment Method (Wire, Check, ACH, etc.).
10. Review and Submit:
- After entering all relevant information, review the details carefully.
- Click on Submit to finalize the creation of the third-party organization.
11. Approval (If Applicable):
- Depending on your organization’s setup, this request may need approval. It will move through a workflow for review.
- Once approved, the third-party organization will be created and available for use in transactions.
12. Testing (Optional but Recommended):
- Perform a test transaction (e.g., Purchase Order for suppliers, Sales Order for customers) to ensure the third-party organization is correctly set up and integrated.
Additional Configurations:
- Tax Configuration: If the third-party organization is a supplier, ensure tax rules are configured appropriately.
- Supplier Portal (if needed): For suppliers, enable access to the Supplier Portal if they need to manage their profile or transactions.
Tips:
- Ensure all mandatory fields are filled to avoid errors.
- If dealing with multi-currency transactions, ensure you configure the organization to handle the appropriate currencies.
- Make sure security roles are assigned to the relevant users managing this third-party organization.