oracle HRMS from MA AHMED tips and tricks

Solution for location issue…..
If you have a newly installed Vision instance and you are trying to create a location, you might end up getting this error. Which means you can’t create a location and your get the error Create Location gives error: FRM-40735: ON-INSERT Trigger Raised Unhandled Exception ORA-29273 You might be wondering how do i proceed??? The solution is simple. Look at the profile: IRC: Geocode Host and make sure that there is no value for that. Sometimes there is an url as the value at the site level and that causes the problem. Remove it and save your work. You should be good to
for any queries related HRMS Training post me to

Oracle Concept : Oracle Purchasing : Requisitions and Types

Purchase Request is a precise document generated by an internal or external organization to notify the purchasing department of items it needs to order, their quantity, and the time frame that will be given in the future

A requisition is used in business as an internal document used to notify stores or the purchasing department of items that are needed or need to be ordered. It sets out the quantity and the time frame. It may also contain the authorization to proceed with the purchase if the required items are not available in stock.

A purchase requisition is not a purchase order and therefore should never be used to purchase goods or services or be used as an authorization to pay an invoice from a supplier or service provider.

Requisitions in Oracle

Purchase Requisitions

Use the Requisitions window to create requisitions. You must choose the requisition type (internal or purchase). You can also provide a description, unlimited notes, and defaults for requisition lines. For each requisition line, you choose the item you want to order along with the quantity and delivery location. You can get sourced pricing from catalog quotations or open blanket purchase agreements. You can also choose a price from a list of historical purchase order prices. In the Distributions window, you can charge the item to the appropriate accounts, or you can let the Account Generator create the accounts for you. Once you complete the requisition, you send it through the approval proces

Internal Requisitions

Unlike purchase requisitions, which are supplied from purchase orders, internal requisitions are supplied from internal sales orders. Internal requisitions are not picked up when you AutoCreate RFQs or purchase orders, nor can they be assigned to a buyer in the Assign Requisitions windo

Oracle Tables

  1. PO_REQUISITION_HEADERS_ALL (SEGMENT1 column in this table represents the requisition number)

This table stores Header information of a Purchase Requisition.

Important columns of this table:

REQUISITION_HEADER_ID:        It is a unique system generated Requisition identifier

PREPARER_ID:                           It is a unique identifier of the employee who  prepared the requisition

SEGMENT1:                                It is the Requisition number

AUTHORIZATION_STATUS:         Authorization status type

TYPE_LOOKUP_CODE:              Requisition type

ORG_ID:                                      Unique Operating unit unique identifier

You can get REQUISITION_HEADER_ID by executing the following command:


This table stores information about Requisition lines in a Purchase Requisition. This table stores information related to the line number, item number, item category, item description, item quantities, units, prices, need-by date, deliver-to location, requestor, notes, and suggested supplier information for the requisition line.

Important columns of this table:

REQUISITION_HEADER_ID:        It is a unique system generated Requisition identifier


LINE_NUM:                                   Indicates the Line number

LINE_TYPE_ID:                             Indicates the Line type

CATEGORY_ID:                             Unique Item category identifier

ITEM_DESCRIPTION:                   Description of the Item
QUANTITY NUMBER:                   Quantity ordered


This table stores information about the accounting distributions of a requisition line. Each requisition line must have at least one accounting distribution. Each row includes the Accounting Flexfield ID and Requisition line quantity.

Important columns of this table:

DISTRIBUTION_ID:                     Unique Requisition distribution identifier
REQUISITION_LINE_ID:             Unique Requisition line identifier
CODE_COMBINATION_ID:         Unique General Ledger charge account identifier
DISTRIBUTION_NUM:                Distribution number

How to give your first presentation : As a Oracle Consultant Perspective

Giving Presentations for Work, Training or any other purpose is very common now days. It involve creating powerpoint slides, notes and delivering it.  Here i am trying to put some points on how to make your first presentation as better and learning experience.

Theme : Create and Deliver


1. Analyse Audience :  Understand who are your audience, their knowledge level, experience level, Group size etc.

2. Research your topic : Do some learning on Topic and brush up your knowledge. Read user guide or whitepaper or discuss with friends or senior to brush it up.  User guide and Oracle support always good tools

3. Create simple Presentation ( Introduction , Body , Conclusion ) :  You are giving technical or functional presentation , so don’t worry about design , font etc etc. Focus on content and subject more.  Good Introduction to start as story , Body with your subject topic , conclusion as to finish up slides to summarize your topic

4. Note : for Each slide or topic, write down what you think of speaking. Writing will help to get more points and help in practicing.


1.  Voice : Try to be natural .  Try to make it as conversation or like you are explaining some new game to your friends.  Or you are telling movie review :) .  Keep voice consistent with pace and tone.

2. Body Language : Stay relax, feel relax.  Make good eye contacts. if you are nervous then look at people you feel comfortable.  Use your hands , arms and gesture.  Take pauses if needed.  don’t hurry.

3. Practice :   Practice , Practice and Practice ( 3 times at least ).  User full size mirror to do practice.  Record your voice in mobile phone. Even you can record your video and see it again and correct your words, language or body gestures and again practice.

4. Memorized your introduction and first 2 minute at least , this will create good start and good impression :)

4. Smile and confident : Always keep a genuine comfort smile and feel yourself confident.  Giving presention is regular activity as IT professional and slowly slowly you will master it.

After presentation , get feedback from audience and senior.

Keep learning and Keep Growing. Best of Luck

oracle real time scenario in oracle hrms

The requirement from client to change the old leave accrual plan to a new plan.
For grades G1 and G2, leave per year is 24 days and they are increasing it to 28 days. we can simply change it in the formula and the plans and elements are all saved like “Accrual Plan 24″. This has to be changed to “Accrual Plan 28″. so we created a new accrual plan its working correctly

The issue what we are facing is when we end date the accrual plan 24 and attaching the accrual plan 28, the leave balance is resetting to 0. we need to add the older leave balance with the new one.
how it can be done?


With the current PTO
functionality, there is no mechanism to transfer accruals from one plan to
another. So if an employee leaves Plan A in the middle of the year and joins
Plan B, they lose all the year’s accruals for plan A. To correct
the accrual balance of Plan B, an adjustment element must be
created and added to the NCR (Net Calculation Rules) on the Accrual Plan. Manual process:

• Create your new plan and elements for that plan (Navigation: Total
Compensation > Basic >Accrual Plans)

• End date the original plan and attach the new plan using the Element
Entries window

• If there is a balance to be transferred, then the New plan should have an
element to adjust accruals:

a) Create an element: for instance, “Adjust Vacation”. Define
link information.

b) Attach element to the new plan using Net Calculation rules
window (net effect = ‘Add’)

Navigation: Total Compensation > Basic > .Accrual
Plans > Net Calculation Rules

• Get the net entitlement amount as of end date of original plan (use View
Accruals window – Navigation: Fastpath > Accruals)

• Adjust the balance by attaching the other net contribution element (element
created on previous step)

Element Entries window – Navigation: People > Enter and
Maintain > Assignment > Element Entries)


oracle hrms interview questions and answers from maahmed oracle hrms consultant

What are the minimum classifications to create a Business Group?

  • Business Group
  • GRE/legal Entity
  • HR Organization

What are the pre-requisites for creating a Business group?

  • Value sets
  • Key flex fields
  • Location

What is the use of HR organization?

If we want to assign the employee information to a Business Group then we need to have HR organization classification under a business group

What is people group?

  • It is a flexible area for holding user defined assignment data
  • Data can be used for grouping sets of assignment together
  • People group can be used for element eligibility
  • This information is used by the payroll run
  • The data will be held in PAY_PEOPLE_GROUPS.
  • Group_name field holds the concatenation of segment data.

What is kff structure for SIT?

Personnel analysis flexfields

What is the DFF structure for EIT?

  • Extra person information
  • Assignment extra information
  • Extra location information
  • Extra position information
  • Extra job informantion
  • Organization developer DF

How to enable EIT?

Switch responsibility to human resources, vision enterprises

Double click on security

Click on information types

Create your own information types under your responsibility name

How to enable SIT?

Switch responsibility to human resources vision enterprises

Double click other definitions

Click on special information types

What is the Data Track?

  • It is used to maintain record history by creating a new record when the date track mode is UPDATE and override on the existing record when the Data track mode is CORRECTION.
  • The value of the Data track record depends on the date
  • Tables ending with _F are date track tables
  • To control data tracked rows, every Date Track table must include Effective start date and Effective end date.
  • The effective start date indicates when the record inserted
  • The effective end date indicates when the record updated or deleted.

Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How

Oracle BPA – Bill Presentment Architecture – No more AR Invoice Print customization – How

Every Financial implementation expect change in standard AR Invoice template layout. Now with BPA ( Bill Presentment Architecture ) , we can avoid any customization along with quite good handy feature…

have you seen  a new button available for completed transactions in the Transactions Workbench. The button opens a web-based window that shows the transaction details. this icon in the Transactions Workbench is for a Bill Presentment Architecture (BPA). The setup and wording of the window can be customized through the Bill Presentment Architecture module.

BPA is a module that allows you to retrieve billing data from multiple data sources for presentment on a bill. This means that the physically presented bill is no longer limited to information contained within Oracle Receivables. BPA provides template-based configuration of online and printed bills, giving you the ability to select the content of the bill, choose the layout design, display parent billing lines and drilldown details, and then set up the assignment of these billing templates by defining rules based on criteria you specify. By separating bill presentment from transaction accounting, Oracle BPA allows for more understandable and comprehensive bills, increasing the likelihood and timeliness of bill payment.

BPA provides the architecture to retrieve billing data from multiple sources, including transaction flexfields and other data not interfaced and stored in Oracle Receivables. Because bill presentment is not limited to transaction accounting information, you can present bills that are more comprehensive and meaningful to your customers.

With BPA, you first indicate the data sources that you want to collect billing data from. BPA provides a framework for collecting billing data stored in:

  • Oracle Receivables
  • Oracle applications seeded in BPA, such as Oracle Order Management and Oracle Service Contracts
  • Other Oracle applications
  • Legacy systems and other non-Oracle applications

You then design billing templates for each transaction class, choosing the layout and content to determine how you want billing data to appear in an online or printed bill, and assign the templates to customers or customer categories. You can print bills individually or in batches from your billing templates created within BPA or uploaded from external sources.

Customizing the bills that your customers see helps them reconcile bills with purchase requests and facilitates timely bill payment.

Your customers can view summarized billing information and drill down using hyperlinks to detailed billing information and other related details necessary to understand and pay the bill.

Here are the steps involve in summary :

  • Design layout and select content for a bill
  • Display on bills information that is not stored in Oracle Receivables
  • Create hyperlinks that enable access to related billing information
  • Display summary and child lines
  • Provide online drilldown to transaction line details
  • Upload external templates
  • Incorporate attachments on online bills
  • Assign bill formats to specific customers or user-defined customer categories
  • Print transactions and bills
  • Preview billing templates using real-time data

I will prepare more detail article with steps but in case if you are implementation AR Invoice printing then do reach out me to use this feature.


R12 Oracle Project Accounting: Few Basic Concepts

Once we understand the basic terminologies of PA it would be easier to move ahead with the process.

Project: A project is a primary unit of work that can be broken down into one or more tasks.

Task: It is the small unit of work created under the project against which transaction can be created.

Note: we cannot create transaction/expenditure items directly on the project, hence it is mandatory for each project to have at least one task.

 Project Classes:

Oracle PA has provided three pre defined project classes.

  • Indirect projects – Track overhead activities and costs of the organization. Note: Does not generate revenue and invoicing process.
  • Capital projects – Track asset development activities and costs, and costs are capitalized as one or more assets.
  • Contract projects - Contract projects created with external customer to track cost, revenue, and billing.

 Project Type:

The project type controls how Oracle Project Foundation creates and processes projects, and is a primary classification for the projects your business manages. You must set up at least one project type to create projects. You must set up project types for each operating unit.

  •  Examples of Indirect project: Admin Project, Transport Facility etc.
  • Example of Contract project: External Project, Intercompany project etc.

Expenditure category: It is the category created to classify the different types of cost an organization may incur.

Revenue category: It is the category created to classify the different types of revenue an organization may earn.

Expenditure type:It is the identification of cost that is associated to an expenditure item.It is assigned to the expenditure category and revenue category during the setups.

Expenditure class: It is the classification for an expenditure type as how the expenditure type can be used to create transaction. When an expenditure type is classified for a certain type then only those expenditure class transactions are allowed to enter.

 In Oracle Project Costing we have predefined expenditure classes.


Straight Time: For standard time entry. We use the cost rate multiple with number of hours.

Overtime: Labor cost calculated using a premium cost rate multiplied by hours.

 Non-labor project costs:

Expense Reports – Expense reports from Oracle Payables or Oracle Internet Expenses. You cannot enter expense reports directly into Oracle Project Costing. Expense reports that you import into Oracle Project Costing must be fully accounted prior to import.

Usages – You must specify the non-labor resource for every usage item you charge to a project. For each expenditure type classified by a Usage expenditure type class, you also define non-labor resources and organizations that own each non-labor resource.

Supplier Invoices – Supplier invoices, discounts, and payments from Oracle Payables or an external system, and receipt accruals from Oracle Purchasing.

Miscellaneous Transaction – Miscellaneous Transactions are used to track miscellaneous project costs. Examples of uses for miscellaneous transactions are:

  • Fixed assets depreciation
  • Allocations
  • Interest charges

Burden Transaction – Burden transactions track burden costs that are calculated in an external system or calculated by Oracle Project Costing as separate, summarized transactions. These costs are created as a separate expenditure item that has a burdened cost amount, but has a quantity and raw cost value of zero. You can adjust burden transactions that are not system-generated.

Work In Process – You use this expenditure type class for Oracle Project Manufacturing WIP transactions that you interface from Manufacturing to Oracle Project Costing. You can also use this expenditure type class when you import other manufacturing costs via Transaction Import or when you enter transactions via pre-approved batch entry.

 Inventory – This expenditure type class is used for the following transactions:

  • Oracle Project Manufacturing transactions that you import from Manufacturing or Oracle Inventory.
  • Oracle Inventory Issues and Receipts that you import from Oracle Inventory in a manufacturing or non-manufacturing installation.


Sr No Expenditure Category Revenue category Expenditure type Expenditure Class
1 Labor Time Labor Revenue Standard_Time Straight Time
2 Vendor Cost Service Revenue Supplier_cost Supplier Invoices
3 Travel Cost Travel Revenue Travel Cost Expense Report & Supplier Invoices
4 Misc Cost Misc Revenue Misc_Transactions Miscellaneous and usages

In the above examples for line number 1, time can be entered for expenditure type “Standard_Time”.

Similarly for line number 2 & 4 the respective expenditure class transactions can be entered.

For line number 3 supplier invoices & expense reports can be entered as it has been classified for two different classes.

Types of Currencies

Transaction amounts are stored in the following currencies:

  • Transaction Currency:The currency in which a project transaction occurs.
  •  Expenditure Functional Currency: The functional currency of the expenditure operating unit.
  • Project Functional Currency: The functional currency of the operating unit that owns the project.
  • Project Currency: The user–defined project currency.

When you enter transactions in a currency that is different from functional currency or project currency, Oracle Project Costing must convert the transaction amount to the functional and project currencies. To convert transaction currencies, Oracle Project Costing must first determine the exchange rate type and exchange rate date.

 Task Type:

  • Billable Item: It is a functionality associated at the task level identifying the expenditure items created against the task to be billed to the client.
  • Non Billable Item: It is functionality associated at the task level identifying the expenditure items created on the task is only to record the cost incurred against it.

Note: We can adjust the task at the expenditure item window to make the non billable as billable and vice versa. This is called as expenditure item adjustments.

Employee/Job bill rate Override: Incase a different rate needs to be updated for a particular job or employee the same can be updated at the project or task level.

The employee name needs to be entered along with the bill rate, currency and period applicable. The rate at the task level overwrites the rates at the project level and the rates at the project level overwrites the rate of the bill rate schedule attached at the project level.

Cost rate: It is the rate defined at the job or employee level to derive at the basic cost for a particular expenditure item. The cost rate scheduled are defined in the OU functional currency.

The cost rate can be defined at two levels:

  • In the setups -> Expenditure -> Rate schedule.
  • Overrides: Labor Costing Overrides

( Navigation: PA Responsibility->Setup->Costing->Labor->Labor Costing Overrides.)

Bill rate: It is the rate defined at the job or employee level to derive at an amount which will be billed to the client.

The bill rate can be defined at two levels:

  1. In the setups -> Expenditure -> Rate schedule.
  2. Overrides: At the project level as employee or job override.
  •  For employee override: Navigation: Project -> Options -> – Bill Rates and Discount Overrides -> Employee Bill Rate and Discount Overrides
  •  For job override: Navigation: Project -> Options ->   Bill Rates and Discount Overrides -> Job Bill Rate and Discount Overrides

Transfer Price Rules and Schedule: Transfer price rules control the calculation of transfer prices for labor and non-labor cross charged transactions. To drive transfer price calculation for cross charge transactions between the provider and receiver, use the Transfer Price Schedule window to assign labor or non-labor (or both) transfer price rules to the provider and receiver pair on a schedule line

ICB: It is a process, where we have different legal entities involved, and the OUs under these LE owns the employees and projects.

  • The OU to which the employee is assigned is called PROVIDER OU.
  • The OU to which owns the project is called RECEIVER OU.

 Note: In ICB process, an internal invoice is generated in provider OU.

Borrowed And Lent: It is a process, where we have one legal entity involved, and the OUs under the LE owns the employees and projects. The employee and project can be in the same OU or different OU but the LE has to be same.

Note: No internal invoice is generated in B&L process, only accounting happens to post cost.

Labor: When an employee enters time on a specific project it is known as charging efforts of the employee on the project for a given time frame. This time further has some cost defined to calculate the actual cost incurred by the employees on the project.

The calculation process of the raw cost for such labor/time entered is called as Labor Cost.

The time can be entered via a third party tool or via the PA pre approved batch.

 Overtime – Labor cost calculated using a premium cost rate multiplied by hours.

 Non labor expenditure types: The expenditure items created via supplier invoices or expense reports are called as non labor expenditure types. The expenditure types created need to be added in the non labor expenditure schedules.

Navigation: PA -> Setups -> Expenditure -> Rate schedule.