Oracle Receivables Implementation Guide Release 12.1 Part Number E13510-04 | Contents | Previous | Next |
Use function security to control user access to Receivables functions. By default, access to Receivables functionality is not restricted. Your system administrator customizes each responsibility at your site by including or excluding functions and menus in the Responsibilities window.
The following examples are common results that enforcing function security may produce:
Button is hidden
Field is not updatable
Tabbed region is hidden
Window is inaccessible
For example, your system administrator creates a Billing responsibility that lets users enter, update and delete all transactions except commitments. Depending on the type of restriction he wishes to impose, he could exclude one or more of the following functions:
Commitment: View
Commitment: Enter
Commitment: Update
Commitment: Delete
If Commitment: View is excluded from a responsibility, the user cannot perform any functions on commitments (for example, enter, update, delete, or view).
If Commitment: Enter is excluded from a responsibility, the user cannot enter new commitments, but can query existing commitments to view, update, or delete them.
If Commitment: Enter, Comm: Update, and Comm: Delete are excluded, the user can only query existing commitments for review, he cannot perform any other actions.
Function security is used in several setup windows and in each of the following areas: Transactions Workbench, Receipts Workbench, Bills Receivable Workbench, and in the Customers set of pages. If a workbench is completely removed from the menu, all functions associated with the workbench are automatically removed.
Important: Your system administrator can submit the Function Security Menu Reports request set. This request set includes the Function Security Functions report, which shows a complete list of Receivables functions assigned to each preseeded responsibility.
Related Topics
Overview of Function Security, Oracle Applications System Administrator's Guide - Security
How Function Security Works, Oracle Applications System Administrator's Guide - Security
Implementing Function Security, Oracle Applications System Administrator's Guide - Security
Defining a New Menu Structure, Oracle Applications System Administrator's Guide - Security
The following tables list restrictions by workbench. In addition, your system administrator can restrict access to any workbench, setup windows, or alternative regions within a window.
The following functions described in the table below can be excluded in the Transaction Workbench:
Function Name | Restriction(s) |
---|---|
Adjustment: View | View adjustments |
Adjustment: Approve | Approve adjustments |
Adjustment: Enter | Enter adjustments |
Adjustment: Update | Update adjustments |
Commitment: View | View commitments |
Commitment: Delete | Delete Commitments |
Commitment: Enter | Enter commitments |
Commitment: Update | Update commitments |
Credit Memo: View | View credit memos |
Credit Memo: Delete | Delete credit memos |
Credit Memo: Enter | Enter credit memos |
Credit Memo: Update | Update credit memos |
Debit Memo: View | View debit memos |
Debit Memo: Delete | Delete debit memos |
Debit Memo: Enter | Enter debit memos |
Debit Memo: Update | Update debit memos |
Invoice: View | View invoices |
Invoice: Delete | Delete invoices |
Invoice: Enter | Enter invoices |
Invoice: Update | Update invoices |
On Account: View | View on-account credits |
On Account: Applications | Apply on-account credits |
On Account: Delete | Delete on-account credits |
On Account: Enter | Enter on-account credits |
On Account: Update | Update on-account credits |
SLA: View Accounting - Lines Inquiries | Create accounting online |
Transactions: Complete | Complete transactions |
Transactions: Copy* | Copy Transactions |
Transactions: Dispute | Place transactions in dispute |
Transactions: Print* | Print transactions |
Transactions: Apply Deposits | Apply deposits to completed invoices |
Note: * Implies that the functionality may be accessed either via a button or directly from the menu. Excluding the function will disable access via the button. However, the system administrator is still required to remove access from the menu when defining menu structures.
The following functions described in the table below can be excluded in the Receipts Workbench.
Function Name | Restriction(s) |
---|---|
Automatic Receipts: View | View automatic receipts |
Automatic Receipts: Approve | Approve automatic receipts |
Automatic Receipts: Confirm | Confirm automatic receipts |
Automatic Receipts: Create | Create automatic receipts |
Automatic Receipts: Format | Format automatic receipts |
Automatic Receipts: Maintain | Maintain automatic receipts |
Automatic Receipts: Unconfirm | Unconfirm automatic receipts |
Exchange Rate Adjustment | Adjust exchange rates |
Miscellaneous Receipt: View | View miscellaneous receipts |
Miscellaneous Receipt: Delete | Delete miscellaneous receipts |
Miscellaneous Receipts: Enter | Enter miscellaneous receipts |
Miscellaneous Receipts: Update | Update miscellaneous receipts |
QuickCash: View | View QuickCash receipts |
QuickCash: Enter | Enter QuickCash receipts |
QuickCash: Post | Post QuickCash receipts |
QuickCash-Lockbox: Update | Update lockbox QuickCash receipts |
QuickCash-Manual: Update | Update manual QuickCash receipts |
Receipt Reversal: Debit memo | Reverse debit memos |
Receipt Reversal: Standard | Reverse standard receipts |
Receipt: View | View receipts |
Receipt: Delete | Delete receipts |
Receipt: Enter | Enter receipts |
Receipt: Update | Update receipts |
Remittance: View | View remittances |
Remittance: Approve | Approve remittances |
Remittance: Create | Create remittances |
Remittance: Format | Format remittances |
Remittance: Maintain | Maintain remittances |
The following functions described in the table below can be excluded in the Bills Receivable Workbench.
Function Name | Restriction(s) |
---|---|
Bills Receivable Remittance: View | View bills receivable remittances |
Bills Receivable Remittance: Approve | Approve bills receivable remittances |
Bills Receivable Remittance: Create | Create bills receivable remittances |
Bills Receivable Remittance: Format | Format bills receivable remittances |
Bills Receivable Remittance: Maintain | Maintain bills receivable remittances |
Bills Receivable: View | View bills receivable |
Bills Receivable: Accept | Accept bills receivable |
Bills Receivable: Cancel | Cancel bills receivable |
Bills Receivable: Complete | Complete bills receivable |
Bills Receivable: Delete | Delete bills receivable |
Bills Receivable: Eliminate Risk | Eliminate risk on bills receivable |
Bills Receivable: Endorse | Endorse bills receivable |
Bills Receivable: Enter | Enter bills receivable |
Bills Receivable: Exchange | Exchange bills receivable |
Bills Receivable: Hold | Hold bills receivable |
Bills Receivable: Incomplete | Mark bills receivable as incomplete |
Bills Receivable: Protest | Protest bills receivable |
Bills Receivable: Recall | Recall bills receivable |
Bills Receivable: Restate | Restate bills receivable |
Bills Receivable: Restore Risk | Restore risk on bills receivable |
Bills Receivable: Unpaid | Mark bills receivable as unpaid |
Bills Receivable: Update | Update bills receivable |
The following functions described in the table below can be excluded in the Customers set of pages.
Function Name | Restriction(s) |
---|---|
Customer Overview: Accounts | View and create accounts |
Customer Overview: Communication | Manage customer contacts |
Customer Overview: Party Relationships | Create and view party relationships |
Customer Overview: Profile | View credit profile and enter customer details |
Customer Overview: Tax Profile | Enter tax details |
Account Overview: Communication | Manage account contacts |
Account Overview: Late Charges | Manage setup for late charges at the account level |
Account Overview: Order Management | View and update Order Management details |
Account Overview: Payment Details | Maintain receipt methods and other payment details |
Account Overview: Profile Amounts | Maintain account profile amounts per currency |
Account Overview: Profile | Maintain profile details at the account level |
Account Overview: Relationships | Manage account relationships |
Account Overview: Sites | Create and update account sites |
Account Site Overview: Business Purposes | View and update business purposes for the site |
Account Site Overview: Communication | Manage account site contacts |
Account Site Overview: Late Charges | Manage setup for late charges at the account site level |
Account Site Overview: Payment Details | Maintain receipt methods and other payment details |
Account Site Overview: Profile | Maintain profile details at the account site level |
Account Site Overview: Profile Amounts | Maintain account site profile amounts per currency |
Account Site Overview: Site Details | View and update account site details |
Account Site Overview: Tax Profile | Enter tax details |
Related Topics
Function Security in Oracle Receivables
How Function Security Works, Oracle Applications System Administrator's Guide - Security
Defining a New Menu Structure, Oracle Applications System Administrator's Guide - Security
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