Setting Up Accounts Payable Security for PeopleSoft

Financial Analytics supports security over Payables Invoicing Business Unit in Accounts Payable subject areas. This Business Unit is the same as Payables Business Unit in PeopleSoft, and the list of Payables 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 Payable subject area.

  • AP Analyst PSFT

  • AP Manager PSFT

These duty roles control the subject areas and dashboard content to which the user has access. Additionally, they ensure that the data security filters are applied to all the queries. To define new groups and mappings for users and BI roles, see How to Define New Groups and Mappings for Users and BI Roles.


Accounts Payable supports the ability to drill down on Purchase Order Number to the associated Purchase Order Details in Procurement and Spend Analytics. In order for this drill to work, the Procurement and Spend Analytics offering must be licensed and implemented. The Payables user must be granted at least one of the Procurement and Spend BI Duty Roles.

To apply data security filters, enable the appropriate initialization blocks depending on the deployed source system. To enable Accounts Payable 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. For example:

  • Oracle Fusion Applications: Payables Business Unit

  • Oracle E-Business Suite: Operating Unit Organizations EBS

  • Oracle PeopleSoft: Payables Organizations

  1. In Oracle BI Administration Tool, edit the BI metadata repository (RPD file).
  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 repository file.