Oracle Quoting Security Scenarios

This appendix covers the following topics:

• Scenario 1 — Organization Split Into Regions and Districts
• Scenario 2 — Security Based on Profile Options and OA Personalization
• Scenario 4 — Call Center Environment
• Scenario 5— Automatic Sales Team Assignment
• Scenario 6— View and Modify Sales Credits

Scenario 1 — Organization Split Into Regions and Districts

A national sales organization headed by Ruth Stamos is split into East and West regions with districts in the Eastern region.

The following diagram shows the hierarchy of the employees at the organization.

Setup of this scenario requires the following steps:

1. Create a resource for each person.

   The following table lists the resources set up for the organization.

   Resource
   Ruth Stamos
   Audry Clark
   Richard Lee
   Ken Levy
   Allison Hashimoto
   Karen Gibson
   Jessie Chan
   Alma Santiago
   Renee Watson
   Jerry Washington
   George Clark
   William Frederick

2. Create 5 roles.

   The following table shows the roles set up for the company and the flags that must be enabled for each role during setup.

   Roles

   Role Name	Flag Selected
   National Sales Manager	Manager
   Regional Sales Manager	Manager
   District Sales Manager	Manager
   Sales Representative	Member
   Senior Sales Representative	Member

3. Assign roles to resources.

   The following table shows the roles assigned to each resource in the organization.

   Assign Roles to Resources

   Resource	Role
   Ruth Stamos	National Sales Manager
   Audry Clark	Regional Sales Manager
   Richard Lee	Regional Sales Manager
   Ken Levy	District Sales Manager
   Allison Hashimoto	District Sales Manager
   Karen Gibson	District Sales Manager
   Jessie Chan	Senior Sales Representative
   Alma Santiago	Sales Representative
   Renee Watson	Sales Representative
   Jerry Washington	Senior Sales Representative
   George Clark	Sales Representative
   William Frederick	Senior Sales Representative

4. Create groups and parent or child relationships.

   The following table lists the parent or child relationships for the groups for the organization.

   Group	Parent of:
   National Sales	Western Region, Eastern Region
   Western Region	-
   Eastern Region	Northeast District, Southeast District, New Products
   Northeast District	-
   Southeast District	-
   New Products	-

5. Assign resources to groups.

   The following table lists the resources assigned to each group.

   Resource	Role	Group
   Ruth Stamos	National Sales Manager	National Sales
   Audry Clark	Regional Sales Manager	Western Region
   Richard Lee	Regional Sales Manager	Eastern Region
   Ken Levy	District Sales Manager	Northeast District
   Allison Hashimoto	District Sales Manager	Southeast District
   Karen Gibson	District Sales Manager	New Products
   Jessie Chan	Senior Sales Representative	Northeast District
   Alma Santiago	Sales Representative	Northeast District
   Renee Watson	Sales Representative	Southeast District
   Jerry Washington	Senior Sales Representative	Southeast District
   George Clark	Sales Representative	New Products
   William Frederick	Senior Sales Representative	New Products

6. Check hierarchy.

   Refer to the Oracle Trading Community Architecture User Guide for information on accessing Resource Manager and group hierarchies.

   1. Select Ruth Stamos from the Name LOV.

   2. Select All from the View By LOV.

      The Members section should show all resources in the organization.

   3. Select Direct Reports from the View By LOV.

      The Members section should only show Richard Lee and Audry Clark.

   Repeat this procedure for all resources.

Scenario 2 — Security Based on Profile Options and OA Personalization

Senior Sales Representatives determine who works on each sale and can also change price lists and discounts. Managers can edit their subordinates' quotes.

Setup of this scenario requires the setting up of profile options in windows UI and OA Personalization in pages UI.

The following table lists the profile option and OA Personalization settings for each resource.

Note: OA Personalization is mentioned only when the profiles are applicable for the windows interface.

Resource	Role	Profile Option	OA Personalization
Ruth Stamos	National Sales Manager	Set ASO: Manager Role Access to Update	NA
Audry Clark	Regional Sales Manager	Set ASO: Manager Role Access to Update.	NA
Richard Lee	Regional Sales Manager	Set ASO: Manager Role Access to Update.	NA
Ken Levy	District Sales Manager	Set ASO: Manager Role Access to Update.	NA
Allison Hashimoto	District Sales Manager	Set ASO: Manager Role Access to Update.	NA
Karen Gibson	District Sales Manager	Set ASO: Manager Role Access to Update.	NA
Jessie Chan	Senior Sales Representative	Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full.	Enable the Currency and Price List fields in the pages UI.
Alma Santiago	Sales Representative	Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None.	Disable the Currency and Price List fields in the pages UI.
Renee Watson	Sales Representative	Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None.	Disable the Currency and Price List fields in the pages UI.
Jerry Washington	Senior Sales Representative	Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full.	Enable the Currency and Price List fields in the pages UI.
George Clark	Sales Representative	Set ASO: Price List Override to No. Set ASO: Discounting Privilege to None.	Disable the Currency and Price List fields in the pages UI.
William Frederick	Senior Sales Representative	Set ASO: Price List Override to Yes. Set ASO: Discounting Privilege to Full.	Enable the Currency and Price List fields in the pages UI.

Scenario 3 — Quote Access Security for Sales Teams

The East Region of the national sales organization has a group dedicated to working across districts selling new products to existing customers. This group should have the ability to create quotes for all customers, whereas the Southeast and Northeast district teams should only have access to quotes for which they are on the sales team.

1. For users on the Northeast and Southeast teams, set the profile ASN: Customer Access Privilege to Sales Team and the ASO: New Quote Security profile to Yes.

2. For employees on the new product team, set the profile ASN: Customer Access Privilege to Full and the ASO: New Quote Security profile to Yes.

The following table lists the resources, their associated roles, and the profile option settings.

Resource	Role	Profile Option
Jessie Chan	Senior Sales Representative	Set ASN: Customer Access Privilege to Sales Team.
Alma Santiago	Sales Representative	Set ASN: Customer Access Privilege to Sales Team.
Renee Watson	Sales Representative	Set ASN: Customer Access Privilege to Sales Team.
Jerry Washington	Senior Sales Representative	Set ASN: Customer Access Privilege to Sales Team.
George Clark	Sales Representative	Set ASO: New Quote Security to Yes.
William Frederick	Senior Sales Representative	Set ASO: New Quote Security to Yes.

Scenario 4 — Call Center Environment

The organization has a call center that handles new and existing quotes. Sales representatives are not dedicated to particular customers or quotes.

The profile ASO: Security Enable from API should be set to No. Therefore, no security check is performed. This speeds up performance.

Scenario 5— Automatic Sales Team Assignment

The organization wants to automatically assign their sales teams based on territories. They want Quoting to automatically call Territory Manager to assign sales teams at quote creation directly, and from templates. Additionally, they want to call Territory Manager on user request.

The profile option ASO: Automatic Sales Team Assignment must be set to Partial.

Scenario 6— View and Modify Sales Credits

A user can be a member of multiple sales groups, a manager of multiple sales groups or a combination i.e. a member in one or more sales groups and a manager in one or more sales groups.

In the organization, Karen Gibson is a Manager and Renee Watson is a Sales Representative. Here is the interaction between the ASO: Modify Sales Credits and ASO: View Sales Credits profile options under different scenarios.

This tables explains the application behavior when Renee Watson is the user.

User is not a Manager

	ASO: View Sales Credits = Yes	ASO: View Sales Credits = Partial	ASO: View Sales Credits = No
ASO: Modify Sales Credits = Yes	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients
ASO: Modify Sales Credits = Partial	Cannot add, modify, or remove sales credit recipients Can view all sales credits recipients	Cannot add, modify, or remove sales credit recipients Can view only his or her sales credits	Cannot add, modify, or remove sales credit recipients Can view only his or her sales credits
ASO: Modify Sales Credits = No	Cannot add, modify, or remove sales credit recipients Can view all sales credits recipients	Cannot add, modify, or remove sales credit recipients Can view only his or her sales credits	Cannot add, modify, or remove sales credit recipients Can view only his or her sales credits

This tables explains the behavior when Karen Gibson is the user.

User is a Manager

	ASO: View Sales Credits = Yes	ASO: View Sales Credits = Partial	ASO: View Sales Credits = No
ASO: Modify Sales Credits = Yes	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients	Can add, modify, or remove sales credit recipients without any restriction Can view all sales credits recipients
ASO: Modify Sales Credits = Partial	Can add, modify, or remove sales credit recipients only if they are members of at least one sales group in which the user is a manager or members of at least one group which is the child group of a group where the user is a manager Can view all sales credits recipients	Can add, modify, or remove sales credit recipients only if they are members of at least one sales group in which the user is a manager or members of at least one group which is the child group of a group where the user is a manager Can view all sales credits recipients	Can add, modify, or remove sales credit recipients only if they are members of at least one sales group in which the user is a manager or members of at least one group which is the child group of a group where the user is a manager Can view all sales credits recipients
ASO: Modify Sales Credits = No	Cannot add, modify, or remove sales credit recipients Can view all sales credit recipients	Cannot add, modify, or remove sales credit recipients Can view sales credits recipients only if they are members of at least one sales group in which the user is a manager or members of at least one group which is the child group of a group where the user is a manager	Cannot add, modify, or remove sales credit recipients Can view only his or her sales credits