Implementing Accounts Receivable Security for PeopleSoft

Financial Analytics supports security over Billing and Revenue Management Business Unit in Accounts Receivable. This Business Unit is the same as Receivables Business Unit in PeopleSoft, and the list of Receivables Business Unit that a user has access to is determined by the grants in PeopleSoft.

The following BI Duty Roles are applicable to the Accounts Receivable subject area.

  • AR Analyst PSFT

  • AR Manager PSFT

These Duty Roles control the subject areas and dashboard content to which the user has access. These Duty Roles also ensure the data security filters are applied to all the queries. For more information about how to define new groups and mappings for Users and BI Roles, see How to Define New Groups and Mappings for Users and BI Roles.

To apply data security filters, enable the appropriate initialization blocks depending on the deployed source system. To enable Accounts Receivable security for PeopleSoft, enable Oracle PeopleSoft initialization block and make sure the initialization blocks of all other source systems are disabled. The initialization block names relevant to various source systems are given below. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.

  • Oracle Fusion Applications: Receivables Business Unit

  • Oracle E-Business Suite: Operating Unit Organizations EBS

  • Oracle PeopleSoft: Receivables Organizations

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd).
  2. Choose Manage, then Variables to display the Variables dialog.
  3. Under Session – Initialization Blocks, open the initialization block that you need to enable.
  4. Clear the Disabled check box.
  5. Save the RPD file.