Implementing Procurement and Spend Security for Procurement Users

The procurement and spend subject areas support security by agent security for procurement users. The list of values a user has access to is determined by the grants in the source application system.

To enable initialization blocks, follow the steps below:

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

The table below shows which Initialization Blocks need to be enabled for each Source System.

Source System Initialization Block

Oracle Fusion Applications

PROC_SPEND_AN:SECURITY:Procurement Agreement BU List

PROC_SPEND_AN:SECURITY:Procurement Agreement View Others BU List

PROC_SPEND_AN:SECURITY:Procurement PurchaseOrder BU List

PROC_SPEND_AN:SECURITY:Procurement PurchaseOrder View Others BU List

PROC_SPEND_AN:SECURITY:Procurement Requisition BU List

PROC_SPEND_AN:SECURITY:Procurement Requisition View Others BU List

PROC_SPEND_AN:SECURITY:Procurement Sourcing BU List

PROC_SPEND_AN:SECURITY:Procurement Sourcing View Others BU List

PROC_SPEND_AN:SECURITY:Procurement Spend View BU List

PROC_SPEND_AN:SECURITY:Procurement Supplier Site Access List

Operating Unit Organizations

Oracle EBS

Operating Unit Org-based Security

Oracle PeopleSoft

Operating Unit Org-based Security

BI Duty Roles Reference

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, or in FSM refer to the FSM Task 'How to Define New Groups and Mappings for Users and BI Roles'.

The two graphics below show which BI Duty Roles are applicable to the Procurement and Spend Subject Areas.

Graphic one:

Graphic two: