Business Units and Reference Data Sets
Reference data sharing is a feature within Oracle Fusion that enables you to group set-enabled reference data such as jobs or grades so that the data can be shared across different parts of the organization. Sets also enable you to filter reference data at the transaction level so that only data that has been assigned to certain sets is available to select. To filter reference data, Oracle Fusion Human Capital Management (HCM), applications use the business unit on the transaction. To set up reference data sharing in Oracle Fusion HCM, you create business units and sets and then assign the sets to the business units.
Common Set Versus Specific Sets
Some reference data in your organization may be considered global, and should therefore be made available for use within the entire enterprise. You can assign this type of data to the Common Set, which is a predefined set. Regardless of the business unit on a transaction, reference data that has been assigned to the Common Set will always be available, in addition to the reference data that has been assigned to the set that corresponds to the business unit on the transaction.
Other types of reference data may be specific to certain business units, so you want to restrict the use of the data to those business units. In this case, you can create sets specifically for this type of data, and assign the sets to the business units.
Manage Reference Data Partitions
Define reference data and divide the data into partitions called reference data sets. Assign the reference data sets based on business needs across organizational entities. Oracle Fusion Applications contain two predefined sets: Common and Enterprise. We can create more reference data sets based on your business and data sharing requirements.
Common: Used globally across the organization as a common set.
Shared:Used by a few business units, that work with similar data and therefore share the sets.
Enterprise specific:Unique to that business unit and not shared by any other business unit within that organization. Add the Enterprise Set to the Receivables Payment Term,Prepayment, defined by line of business and used only by that line of business irrespective of the country or region where it operates.
Determinant and Determinant Types
We can share the partitioned reference data based on a business context setting called the determinant type. It is the point of reference used in the data assignment process.
Asset Book: A book that records information about assets including their acquisition, depreciation, and retirement. An Asset Book is tied to a ledger.
Business Unit: A department or organization within an enterprise.
Cost Organization: An organization used for cost accounting and reporting on various inventory and cost centers within an enterprise.
Project Unit: A logical organization within an enterprise that is responsible for enforcing consistent project management practices.
A determinant is the value that qualifies the selected determinant type.
Reference Data Set Assignments
We can assign reference data to the relevant reference data sets depending upon the required level of sharing the data. If we want to share it across the organization, we can assign it to the predefined Common set. Other types of reference data may be specific to certain business units. Therefore, we would restrict the use of that data to those business units. In that case, we can create sets specifically for this type of data, and assign the sets to the business units.