Customizing Extended Cross-Functional Security for Accounts Payables for Oracle Fusion Applications

To facilitate procurement users (such as Category Managers and Procurement Managers) to perform deeper and cross functional analysis apart from their regular duty, Oracle Procurement and Spend Analytics includes configured data and functional security to access the accounts payable transactions (such as invoices, payments, payment schedules) through extended Duty Roles.

Seeded security roles for Oracle BI Applications for Oracle Fusion Applications include the following additional Duty Roles. These extended roles are not mapped to any enterprise job roles by default, but they are pre-configured within Oracle BI Applications to enforce object and data level security for Accounts Payables.

  • 'Procurement Managerial Extended Analysis Duty' role (Role name: OBIA_PROCUREMENT_MANAGERIAL_ANALYSIS_DUTY) – This BI Duty Role enables users to perform cross functional analysis outside of Category Management. Internally, data security on Oracle BI Applications is implemented using 'Extended Procurement and Payable Business Unit Data Security' (Role name: OBIA_EXTENDED_PROCUREMENT_AND_PAYABLE_BUSINESS_UNIT_DATA_SECURITY).

  • 'Category Manager Extended Analysis Duty' role (Role name: OBIA_CATEGORY_MANAGER_ANALYSIS_DUTY) – This BI Duty Role enables to perform cross functional analysis outside of Procurement Management. Internally, data security on Oracle BI Applications is implemented using 'Extended Procurement and Payable Business Unit Data Security' (Role name: OBIA_EXTENDED_PROCUREMENT_AND_PAYABLE_BUSINESS_UNIT_DATA_SECURITY).

  • 'Procurement Executive Analysis Duty' role (Role name: OBIA_PROCUREMENT_EXECUTIVE_ANALYSIS_DUTY) to act also like a Spend Analyst/ Executive duty. Internally, data security on Oracle BI Applications is implemented using 'Extended Procurement and Spend Business Unit Data Security' (Role name: OBIA_EXTENDED_PROCUREMENT_AND_SPEND_BUSINESS_UNIT_DATA_SECURITY). This data security role enables cross functional analysis by manage spend Business Unit Data Security.

  1. Assign BI duty 'Procurement Managerial Extended Analysis Duty' to Fusion Applications job role, 'Procurement Manager' or similar.
  2. Assign BI duty 'Category Manager Extended Analysis Duty' to Fusion Applications job role, 'Category Manager' or similar.
  3. Create 'VP of Procurement' or similar executive job role in your Oracle Fusion Applications deployment and assign BI duty 'Procurement Executive Analysis Duty' to 'VP of Procurement'.
  4. Assign appropriate Fusion Applications Duty Roles to the job role - 'VP of Procurement' and assign BU privileges.

    Data security of 'Procurement Executive Analysis Duty' (OBIA Duty Role) is controlled by the BUs assigned to the user in the agent access 'manage spend' action.

  5. Customize Presentation catalog permissions (for Supplier Performance – AP Transactions related content) and Subject Area permissions as desired for above mentioned roles.