The Legal Entity Registration is one of the task in the Legal Structure of the Financials configuration in Oracle Fusion. The Legal Entity Registration in Oracle Fusion is created by default with the same name as the Legal Entity. 

Verify the Legal Entity Registration in Oracle Fusion 

Perform the below steps to verify the Legal Entity Registration in Oracle Fusion

1. Navigator -> Setup and Maintenance
2. Select Manage Legal Entity Registration
3. Verify the scope for the Legal Entity

Create the Legal Entity Registration in Oracle Fusion 

Perform the below steps to create the Legal Entity Registration in Oracle Fusion

1. Navigator -> Setup and Maintenance
2. Select Manage Legal Entity Registration
3. Select Task
4. Select Create
5. Enter the Jurisdiction details
6. Enter the Registered Addresses
7. Enter the Registered Name
8. Enter the Alternate Name (optional)
9. Enter the Registration Number (optional)
10. Enter the Place of Registration (optional)
11. Enter the Issuing Legal Authority (optional)
12. Enter the Issuing Legal Authority Address (optional)
13. Enter the Start Date (optional)
14. Enter the End Date (optional)
15. Click on Save and Close

The Oracle Fusion Application allows to create the Legal Entity, Business Unit to define the association and the balancing segments for the legal entity as per the enterprise structure of the organization

The blog provides the SQL Query to retrieve the Organization Structure details in Oracle Fusion with the association of legal entities, business unit , legal entity registration and general ledger mapping for the defined organization structure

Query to get organization structure details in Oracle Fusion General Ledger

SELECT
HR_ORGN_UNITS_TBL.NAME ORGANIZATION
, HR_ORGN_UNITS_TBL.ORGANIZATION_ID ORGANIZATION_ID
, XLE_REGN_TBL.REGISTERED_NAME
, XLE_REGN_TBL.ALTERNATE_REGISTERED_NAME
, XLE_REGN_TBL.REGISTRATION_NUMBER
, XLE_REGN_TBL.PLACE_OF_REGISTRATION
, XLE_REGN_TBL.EFFECTIVE_FROM
, XLE_REGN_TBL.EFFECTIVE_TO
, XLE_ENTITY_PROF_TBL.NAME "LEGAL_ENTITY_NAME"
, XLE_ENTITY_PROF_TBL.LEGAL_ENTITY_IDENTIFIER
, HR_OPER_UNITS_TBL.BUSINESS_GROUP_ID
, HR_OPER_UNITS_TBL.ORGANIZATION_ID "BU_ID"
, HR_OPER_UNITS_TBL.NAME "BU_NAME"
, HR_OPER_UNITS_TBL.DATE_FROM "BU_FROM_DATE"
, HR_OPER_UNITS_TBL.DATE_TO "BU_TO_DATE"
, HR_OPER_UNITS_TBL.SHORT_CODE "BU_SHORT_CODE"
, HR_OPER_UNITS_TBL.SET_OF_BOOKS_ID
, GL_LEDGERS_TBL.NAME LEDGER_NAME
, GL_LEDGERS_TBL.LEDGER_ID
FROM
XLE_ENTITY_PROFILES XLE_ENTITY_PROF_TBL
, XLE_REGISTRATIONS XLE_REGN_TBL
, HR_OPERATING_UNITS HR_OPER_UNITS_TBL
, HR_ORGANIZATION_UNITS HR_ORGN_UNITS_TBL
, GL_LEDGER_NORM_SEG_VALS GLNSV_TBL
, GL_LEDGERS GL_LEDGERS_TBL
WHERE
XLE_ENTITY_PROF_TBL.LEGAL_ENTITY_ID = XLE_REGN_TBL.SOURCE_ID
AND XLE_REGN_TBL.SOURCE_TABLE = 'XLE_ENTITY_PROFILES'
AND XLE_ENTITY_PROF_TBL.LEGAL_ENTITY_ID = HR_OPER_UNITS_TBL.DEFAULT_LEGAL_CONTEXT_ID(+)
AND HR_ORGN_UNITS_TBL.ORGANIZATION_ID = HR_OPER_UNITS_TBL.BUSINESS_GROUP_ID
AND GLNSV_TBL.LEGAL_ENTITY_ID = XLE_ENTITY_PROF_TBL.LEGAL_ENTITY_ID
AND GL_LEDGERS_TBL.LEDGER_ID = GLNSV_TBL.LEDGER_ID;

In Oracle Fusion application , once the Legal Entity is created , it has to be assigned and balancing segments are to be mapped to get them recorded as per the defined Enterprise Structure in the General Ledger 

The blog provides the steps to perform the below actions

• How to Assign Legal Entities in Oracle Fusion
• How to Assign Balancing Segment Values to Legal Entities in Oracle Fusion

How to Assign Legal Entities ?

Before we proceed with the assignment of Legal Entities , please read the blog

How to Create Legal Entity in Oracle Fusion

Follow the below given steps

1. Go to Configurations
2. Select Financials -> General Ledger
3. Select Assign Legal Entities

4. On the Add Legal Entities Page, search the Legal Entity created

5. Search for Legal Entity – OAH Pvt Ltd

6. Select the Legal Entity

7. Click Apply button

The Legal Entity will be shown on the Add Legal Entity Page but there is No balancing Segment (Company Value) defined for it.

How to Assign Balancing Segment to Legal Entities ?

Follow the below given steps

1. Go to Configurations
2. Select Financials -> General Ledger
3. Select Assign Balancing Segment Values to Legal Entities
4. Select the Legal Entity OAH Pvt Ltd with No balancing segment defined
5. click on + icon to map the balancing segment

Assign Company Values

• *Legal Entity OAH Pvt Ltd
• *Company Value <Select the value from the dropdown based on the Enterprise Structure created for the country United States>
• Enter the Description
• Enter the Start Date
• Enter the End Date <keep blank>
• Click Save and Close

Any organization using the Oracle Fusion Application has to setup the Legal Entity as part of the Enterprise Structure. The blog provides the steps to Create Legal Entity in Oracle Fusion Application

What is a Legal Entity ?

A legal entity is a recognized party with rights and responsibilities given by legislation. For example

• right to own property
• right to repay debt
• right to trade
• account themselves to regulators, taxation authorities

A legal entity is responsible for :

• facilitating local compliance
• minimizing enterprise tax liability
• isolating the business risk by creating separate business area based on legal entities

In the Configured Enterprise Structure for the Oracle Fusion Application , the contracting party for any transactions is always the legal entity. Lets consider that your enterprise deals from USA and maintains transactions for all states in USA. Thus , each state can be considered as a separate legal entity to record transactions.

Legal Structure in Oracle Fusion Application

The Oracle Fusion Application provides the below given tasks to be created as part of Legal structure in the Financials configuration

• Manage Legal Addresses
• Manage Legal Entity 
• Manage Legal Entity Registration
• Manage Legal Reporting Unit
• Manage Legal Reporting Unit Registration

What all should be considered while creating legal entities ?

Legal Entities can be created based on the transactions performed. For example , Create a Supplier Legal Entity if you purchase goods from Supplier , Create a Customer Legal Entity if you sell goods to customers.

In case of Oracle Fusion HCM Applications, create a Employer Legal Entity

The below given are the common consideration when creating legal entities

• Legal Entity for recording transactions
• Legal Entity mapping with Business Units
• Legal Entity relationship to Divisions
• Legal Entity relationship to Ledgers
• Legal Entity relationship to Balancing Segments
• Legal Entity relationship to Intercompany Transactions
• Legal Entity relationship to Worker Assignments
• Legal Entity relationship to Legal Employer
• Legal Entity relationship to Payroll

Steps to Create Legal Entity

Perform the below steps to create legal entity in Oracle Fusion Application

1. Select Navigator -> Setup and Maintenance
2. Select Configuration Setup as ‘Financials’
3. Select Legal Structure
4. Click on Manage Legal Addresses

5. In the Manage Legal Address Page, Click on + icon to search the country as ‘ United States’

Enter Address Line 1: OAH Pvt Ltd

Enter Address Line 2: Brookside Ct

Enter City: Columbus

Enter State : Indiana

Enter Postal Code: 47201

6. Click OK

The Country has been added as the Legal Address

7. Click on Save and Close

8. Search for ‘Manage Legal Entity’ Task

* Country Untied States

Payroll Statutory Unit (checkbox)

*Name OAH Pvt Ltd

Legal Employer (checkbox)

*Legal Entity Identifier OAH_PVT_LTD

Start Date 9/01/21

End Date

Registration Information

Identifying Jurisdiction US Company Law

* Permanent Account Number MOH12345

Legal Address OAH Pvt Ltd Columbus, Indiana

* Legal Reporting Unit Reg. Number SHAR9876

Place of Registration Indianapolis

Click Save and Close

The Legal Entity is created successfully.

How to set the scope for the Legal Entity ?

Perform the below given steps to set the scope for the created legal entity

• Select Navigator > Setup and Maintenance
• Select Define Legal Entries > Manage Legal Entity
• Select to set scope
• Select the Manage Legal Entity
• Select -> Add
• Click Apply and Go to Task.
• Select the created Legal Entity
• Click Save and Close

The scope for the task list is defined to the selected legal entity
Save and Close

The blog provides the basic steps for creating the implementation project in Oracle Fusion. 

Read the below given blog before you proceed with the Implementation Project creation in Oracle Fusion Application

• Functional Setup Manager in Oracle fusion
• How to create implementation user in Oracle Fusion

Roles required for creating the Implementation Project in Oracle Fusion

• Application Implementation Consultant 
• Application Implementation Administrator 
• Application Implementation Manager

Steps required to Create Implementation Project in Oracle Fusion

The below given steps are to be performed while creating Implementation Project in Oracle Fusion

• Configure Offerings
• Create Implementation Project
• Select Offerings
• Save Implementation Project
• Perform Tasks

Configure Offerings in Oracle Fusion

Offerings in Oracle Cloud / Fusion Applications are the Functional Modules provided to implement the business specific needs . For Example Inventory, Order Management , Procurement, Financials, etc.

Create Implementation Project in Oracle Fusion

Please note that the user who has to Create and Manage Implementation Project should have the Privilege for ASM_MANAGE_IMPLEMENTATION_PROJECT_PRIV

The below steps need to be performed 

1. Click Navigator > Setup and Maintenance
2. Select Manage Implementation Projects from the task panel
3. Select Actions -> Create 
4. Enter Name for the Implementation Project
5. Enter Description (Optional)  for the Implementation Project
6. Assign Implementation Project to the user (optional) 
7. Assign a Start Date ( Optional) 
8. Click Next and Select the Offerings

Roles required for Offerings

Please note that the user who has to Create and Manage Offerings should have the Privilege for ASM_CONFIGURE_OFFERING_PRIV

To Review the Offerings, user should have the Privilege for ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV

Click Navigator -> My Enterprise -> Offerings

• Select Offering ( For Example – Financials, HRM, Order Management. General Ledger) from the Configuration List
• Click Opt In Features button
• The Opt In Page display the list of Parent Offerings as well as the Functional Hierarchy for the Parent offering
• Click Features to enable the Features at the Offerings Level
• Click on Save to save the changes for the Offerings

The below given is an example for adding Financials as the Offering.

Offering	Enable	Features
Financials
Supplier Invoice Processing
Expenses
Fixed Assets
Customer Invoice Processing
Collections
Revenue Management
Intercompany
Budget Control and Encumbrance Accounting

To add multiple Offering, Perform the same steps by selecting the required Offerings from the Configurations and select check box  ‘Enable’

The Oracle Fusion allows to approve the Purchase Requisition. The Purchase Requisition is integrated using BPM Approval Workflow in Oracle Fusion. 

The blog provides the BPM Approval Workflow table details used in Oracle Fusion

Purchase Requisition BPM Approval Workflow Tables in Oracle Fusion

1. POR_AMX_RULES
2. POR_AMX_PARTICIPANTS
3. POR_AMX_DIMENSIONS
4. POR_AMX_TASKS
5. POR_AMX_STAGES
6. POR_AMX_ACTIONS
7. POR_AMX_CONDITIONS

The below given SQL Query retrieves the Purchase Requisition BPM Approval data

SELECT POR_AMX_RULES_TBL.rule_id,
       POR_AMX_RULES_TBL.rule_number,
       POR_AMX_RULES_TBL.rule_name,
       POR_AMX_RULES_TBL.DISPLAY_RULE_NAME,
       POR_AMX_RULES_TBL.description,
       POR_AMX_RULES_TBL.CONDITIONS_STRING,
       POR_AMX_RULES_TBL.PRIORITY,
       POR_AMX_RULES_TBL.active_flag,
       POR_AMX_TASKS_TBL.LOOKUP_CODE pat_LOOKUP_CODE,
       POR_AMX_PARTICIPANTS_TBL.PARTICIPANT_KEY,
       POR_AMX_ACTIONS_TBL.ACTION_CODE,
       POR_AMX_ACTIONS_TBL.APPROVAL_GROUP_NAME,
       POR_AMX_CONDITIONS_TBL.condition_number,
       POR_AMX_CONDITIONS_TBL.attribute_key cond_key,
       POR_AMX_CONDITIONS_TBL.dimension_key,
       POR_AMX_CONDITIONS_TBL.operator,
       POR_AMX_CONDITIONS_TBL.condition_string
FROM   POR_AMX_RULES POR_AMX_RULES_TBL,
       POR_AMX_PARTICIPANTS POR_AMX_PARTICIPANTS_TBL,
       POR_AMX_DIMENSIONS   POR_AMX_DIMENSIONS_TBL,
       POR_AMX_TASKS POR_AMX_TASKS_TBL,
       (select RULE_NAME max_rul_name, max(OBJECT_VERSION_NUMBER) max_obj 
        from POR_AMX_RULES 
        group by RULE_NAME) rul_max,
       POR_AMX_STAGES   PAS,
       POR_AMX_ACTIONS POR_AMX_ACTIONS_TBL,
       POR_AMX_CONDITIONS POR_AMX_CONDITIONS_TBL
WHERE  POR_AMX_RULES_TBL.active_flag = 'Y'
   and POR_AMX_RULES_TBL.PARTICIPANT_ID = POR_AMX_PARTICIPANTS_TBL.PARTICIPANT_ID
   and POR_AMX_RULES_TBL.task_id = POR_AMX_PARTICIPANTS_TBL.task_id
   and pas.STAGE_ID = POR_AMX_PARTICIPANTS_TBL.STAGE_ID
   and pas.task_id = POR_AMX_PARTICIPANTS_TBL.task_id
   and pas.stage_id = POR_AMX_PARTICIPANTS_TBL.stage_id
   and POR_AMX_TASKS_TBL.task_id = POR_AMX_DIMENSIONS_TBL.task_id
   and rul_max.max_obj = POR_AMX_RULES_TBL.OBJECT_VERSION_NUMBER
   and rul_max.max_rul_name = POR_AMX_RULES_TBL.rule_name
   and POR_AMX_ACTIONS_TBL.rule_id = POR_AMX_RULES_TBL.rule_id
   and POR_AMX_ACTIONS_TBL.task_id = POR_AMX_RULES_TBL.task_id
   and POR_AMX_CONDITIONS_TBL.rule_id = POR_AMX_ACTIONS_TBL.rule_id
   and POR_AMX_CONDITIONS_TBL.task_id = POR_AMX_ACTIONS_TBL.task_id
   and POR_AMX_TASKS_TBL.task_key = 'ReqApproval'
   and POR_AMX_DIMENSIONS_TBL.TABLE_NAME  = 'POR_REQUISITION_HEADERS_ALL';

In Oracle Fusion Payable Approval Process, the approver can add the comments. The blog provides the SQL Query to retrieve the Oracle Fusion Payables Clod Approver Comments table details 

SELECT  NOTE_ID, NOTE_TXT, SOURCE_OBJECT_CODE, 
SOURCE_OBJECT_UID,CREATOR_PARTY_ID,CREATED_BY,
CREATION_DATE, NOTE_TYPE_CODE, NOTE_NUMBER 
FROM ZMM_NOTES 
WHERE NOTE_TYPE_CODE LIKE 'AP_APPROVAL'
AND SOURCE_OBJECT_UID IN
(SELECT APPROVAL_HISTORY_ID
FROM AP_INV_APRVL_HIST_ALL
WHERE INVOICE_ID IN
(SELECT INVOICE_ID FROM AP_INVOICES_ALL
WHERE INVOICE_NUM = :PayableInvoiceNum))
ORDER BY LAST_UPDATE_DATE DESC;

The implementation Project in Oracle Fusion can be created by the Implementation User. The blog provides the steps for creating the Implementation User in Oracle Fusion.

Read the Blog on Functional Setup Manager in Oracle Fusion

The Implementation User should be  assigned with the below given roles:

1. Application Implementation Consultant Role
2. IT Security Manager Role
3. Employee Role

The below given are the steps required for Implementation User in Oracle Fusion

1. Log into Oracle Fusion Application with the Default Implementation User provided by the Oracle Product
2.  Go to Navigator ( Left side 3 lines on the top) 
3. Select Security Console 
4. Select User Tab from the Left Panel 
5. Click on ‘Add User Account’ button
6. Enter the below given mandatory fields 

•  First Name 
• Last Name 
• Email (Optional) 
• User Name 
• Password 
• Confirm Password
• External Identifier ( Optional) 

7.  Click on ‘Save and Close’

Assign Role to the New User

The below given are the steps for assigning roles to the newly created user

8. Click on ‘Add Role’ button given below on the ‘Add User Account’ Screen after saving the user details.

9. The Add Role Membership Popup screen opens.

10. Search for the Role – ‘Application Implementation Consultant’

( Code – ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB)

11. Click on ‘Add Role Membership’

12. Similarly Search for the Role – ‘IT Security Manager’

(Code – FND_IT_SECURITY_MANAGER_JOB)

13. Click on ‘Add Role Membership’

14. Similarly Search for the Role – ‘Employee’

(Code – PER_EMPLOYEE_ABSTRACT)

15. Click on ‘Add Role Membership’

Other related roles required to create the implementation project in Oracle Fusion

• Application Implementation Administrator
• Application Implementation Manager

The below given table depicts the privilege’s provided by the roles assigned to the Implementation User

Oracle Fusion application is a combination of different product solutions acquired by Oracle ( For example PeopleSoft, Siebel, JD Edwards ) in last few years and plugged -in those solutions as per Oracle Business requirements for ERP Applications to provide a common platform to fulfill all client needs.

What is Functional Setup Manager in Oracle Fusion ?

Oracle Fusion Functional Setup Manager (FSM) allows to manage the Oracle Cloud Applications by providing the self-service administration to the Functional administrators by enabling the implementation and maintenance of Oracle Cloud Applications. The FSM provides the user interface through which Functional Admin can perform all the required tasks for the Functional modules required to be installed / configured in Oracle Cloud Applications with ease of deploying setup /config data to another instances.

Benefits of Functional Setup Manager in Oracle Fusion ?

• Provides Application Setup / Configuration Interfaces
• Provides Offerings to select for the best-fit business requirements
• Provides task lists based on selected offering to setup end to end business requirements
• Provides in-built Analytical / Reporting capabilities to understand market trends
• Provides the ability to setup /config once and Import /Export to other instances
• Minimizes the deployment time between instances

Points to Consider for Oracle Fusion Setup Manager ?

The below given are the basic steps for the Oracle Fusion Setup Manager which can be considered as pre-requisite before we proceed with the Module Level Setup

How to Navigate to Setup Manager in Oracle Fusion ?

The below are the steps to navigate to Setup Manager in Oracle Fusion
1. Log into Oracle Fusion Application
2. Ensure that the logged in user has the Application Implementation Consultant Role and should be different than the default user having Application Implementation Consultant Role
3. Select Navigator
4. Select Tools -> Setup and Maintenance

What do you mean by implementation users and how are they different from other users ?

The implementation user performs the below tasks / activities :

1. Managing implementation of Fusion Application Offerings
2. Managing Fusion Application Setup
3. Managing Fusion Applications Users and Security

What are offerings in Oracle Fusion Application ?

Offerings in Oracle Fusion Application are considered to be the Functional Modules comprising of Business requirements which can be implemented on its own. Offerings provides Configurable list of all required setup tasks to enable specific business functionality. General Ledger , Procurement are examples of offerings

What are Options and Features in Oracle Fusion Application ?

Options are next level grouping of business functionality which are provided as Optional but can be implemented if required as per business need

Payables is an example for Options in the Procurement Offering

Features are the low level grouping of business functionality which provides additional features to be implemented for the specific offering.

What is an Implementation Project in Oracle Fusion Application ?

Implementation Project can be created by the Implementation User having ‘Application Implementation Consultant Role’ . The implementation Project includes the listing of All Offerings which needs to be configured as part of Implementation covering the overall scope of the business requirements for the user.

What is Scope and Task List in Oracle Fusion Application ?

Task List depicts the sequential list of setup required to be implemented in a particular offering.

Scope sets the context for the Task List and is used to Export and Import configurations

How the offerings can be provisioned in Oracle Fusion Application ?

The offering provides the list of task which can be selected from the Offering. If an implementer selects ENABLE FOR IMPLEMENTATION (checkbox) of an Offering or Option, then it can be provisioned / installed

Is it possible to update the tasks in the existing Implementation Project in Oracle Fusion Application ?

Yes, the Oracle Fusion allows to update / add the task list which will be effective once updated

What are the roles required to create the implementation project ?

The below given are the roles which are required to create the implementation project

1. IT Security Manager
2. Application Implementation Administrator
3. Application Implementation Consultant
4. Application Implementation Manager
5. Application Diagnostics Administrator
6. Application Diagnostics Advanced User
7. Application Diagnostics Regular User
8. Application Diagnostics Viewer
9. Administrators
10. Application Administrator
11. Application Developer