Purchasing

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Topic

    Piyush Bihany
    Access to Procurement/Purchasing Subject Area & Purchasing...
    Topic posted July 30, 2019 by Piyush BihanyGold Medal: 3,500+ Points, last edited July 30, 2019, tagged BI Publisher Reports, Fusion, How-To, Orders, OTBI 
    84 Views, 4 Comments
    Title:
    Access to Procurement/Purchasing Subject Area & Purchasing Related Reports
    Summary:
    User without Buyer role are unable to Access Procurement Subject Area and Procurement Related Reports, Also they are unable to Create New Analysis
    Content:

    Client is live with Oracle Purchasing cloud and users have been creating PO on the Prod Instance.

    However there are few users who doesn't have the Buyer License (Buyer Role is not assigned) and don't have access to create and manage Purchase Order but still wants to review (view only access) for the Purchase order Data via Reports. 
     

    Client has additionally procured license for B84576 - Oracle Fusion Transactional Business Intelligence Cloud Service - Hosted Name, with an understanding that this will grant access to the users for BI Reports. 

    We have created a custom BI Role, and have added the following Privileges to the same: 
    BI Consumer Role 
    And have assigned the custom role to above listed users. 

    These users are unable to create a New Analysis (OTBI report) under the BI Page.

     
    Also for any existing OTBI Report, when the open the same, they are getting error as: 
    No Results 
    The specified criteria didn't result in any data. 

    However the same report is fetch data for other users, who are having Buyer role assigned. 

    Please advice, if in addition to creation of Custom Role for Oracle Fusion Transactional Business Intelligence Cloud Service, any other steps needs to be performed. 

    --

    PB

    Image:

    Comment

     

    • Piyush Bihany

      Users having access to the Custom BI role are not having access to create New Analysis

      • Nishanth B Jain

        Hi,

        Check this link for subject area security

        https://docs.oracle.com/en/cloud/saas/procurement/19c/faopb/subject-areas.html#Procurement__Purchasing_Real_Time_SA_6

         

    • Abdul Karim OMAR


      You can create a custom role. Document attached.

    • Nitin Katare

      There is a feature planned for 19D (Safe Harbor Applies) that may help:

      "Search and View Purchase Order Information as Line of Business Users": You can include links to allow line of business users to drill down to purchase orders directly from Oracle Business Intelligence Publisher and Oracle Transactional Business Intelligence reports. This eliminates the need of having to set up those users as procurement agents to allow them to view purchase orders. For more details, review the following white paper on My Oracle Support: Navigate to Purchasing Transactions from Reports (note 2444555.1).