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    Achala Munasinghe
    R12 Financial RolesAnswered
    Topic posted December 11, 2017 by Achala MunasingheBronze Trophy: 5,000+ Points, last edited January 30, 2019, tagged Financials, Help Center, Invoice Imaging, Payables, Reports, Search, Security, Setup / Administration 
    425 Views, 10 Comments
    Title:
    R12 Financial Roles
    Content:

    Hi All,

    Could you please share available resources to get a proper learning on creating custom roles in R12. Because the client requirement is to have separate role for each financial role.

    For example : Payable user to view / inquiry the invoice only. 

    Many thanks in advance

    Regards

    Achala

    Best Comment

    Alexey Shtrakhov

    Here is the example AP Invoice View Only:

    Add following priviledges:
    Manage Payables Invoices Activities
    View Payables Invoice Holds
    Vies Payables Inovice Installments

    Create Data Security Policy

    Add following duty roles:
    - see document:XX_AP_INVOICE_VIEW_ONLY.xlsx

    Alexey

    Comment

     

    • Alexey Shtrakhov

      hi Achala,

      It is mostly finding the correct Priviledges and Duty Roles and assigning them to your custom role. We did for most of the Financial Applications View Only Roles.

      Unfortunately at the moment most of the good documents are related to prior to R12. Or at least I didnt find with 5 min search...

      Found at least this doc for R12+ which can help you to go ahead:
      How To Create A User With View Only Access For Requisitions, Purchase Orders and Agreements In Release 12 ? (Doc ID 2282520.1

      Prior to R12 docs but which can help you to identify correct priviledges and duty roles and gives you some idea:

      Oracle Fusion Receivables: How to Create a Custom Role with View Only Privileges (Doc ID 1456122.1)
      Creation of a View Only Role in Oracle Fusion Procurement (Doc ID 1481944.1)


      If this is not a very clear thing, I can create some additional help doc on how to do this for eg. for Payables..


      Alexey

       

      • Achala Munasinghe

        Hi Alexey,

        Great explanation and thank you very much for your quick response.

        I followed the document to create custom receivable role. Following the guidance given for receivables I tried to create a custom role for payables. However since I do not have the exact Duty Roles and the Privileges information it was not successful. Highly appreciate if you could help me out in the area of Payables also.

        Thanks again.

        Achala

      • Achala Munasinghe

        Hi Alex,

        How do you find the data security policy against each privilege and duty role? It seems I have not added the correct data security policy for Payables Inquiry Duty role

      • Achala Munasinghe

        Hi Alexey,

        I am following your documents shared they are very useful and currently I have deployed several roles.

        But there is a small concern when I attach the Job role to the data role because it gets error-ed popping out following error;

        This role does not have access to any data that is secured by security profiles. (PER-1531351)
        You cannot create data roles or define security for roles that do not reference any secured objects.

        Cloud you please let me know how to eliminate this issue?

        Thanks in advance

        Regards

        Achala

           
           
    • Alexey Shtrakhov

      Here is the example AP Invoice View Only:

      Add following priviledges:
      Manage Payables Invoices Activities
      View Payables Invoice Holds
      Vies Payables Inovice Installments

      Create Data Security Policy

      Add following duty roles:
      - see document:XX_AP_INVOICE_VIEW_ONLY.xlsx

      Alexey

      • Achala Munasinghe

        Hi Alexey,

        Thank you very much for the mammoth support. By the way how to identify the exact data security policy?

        Thanks again

        Achala

        • Alexey Shtrakhov

          Hi Achala,

          I think it is a matter of finding your own balance.
          It is an iterative process. Researching the security manual is of big help.

          Here is the list of data sec. policies from our ap view only role

          Here also found another doc for payables view only role: 1552922.1

          Alexey

           

    • Alexey Shtrakhov

      Again here are some docs related to FINA roles:

      1456122.1  -- AR (R11 and R12)
      1552922.1  -- AP
      2107280.1 -- FA (R11)
      2262917.1 -- FA (R12)

      Good luck!

      Alexey