Granting Cross-Functional Access to Order Management Users

Perform this optional task post-installation.

  1. To facilitate OM users (such as Order Manager and Shipping Manager) to perform deeper and cross functional analysis apart from their regular duty, Oracle Supply Chain and Order Management Analytics has configured data and functional security to access cross functional information (such as inventory, backlog, shipping information) through extended Duty Roles. If you would like to provision such a duty to the Order Management users, then follow the instructions in this task.
  2. Understanding Extended Duty Roles: Seeded security roles for Oracle BI Applications for Fusion Applications includes the following additional Duty Roles. These extended roles are not mapped to any enterprise job roles by default, but they are pre-configured within Oracle BI Applications to enforce object and data level security for Inventory transactions.
  3. 'Extended Order Management Analysis Duty' role (Role name: OBIA_EXTENDED_ORDER_MANAGEMENT_ANALYSIS_DUTY) – This Duty Role provides cross-module access to the order manager job role for stand-alone Oracle BI Applications content. The cross-module access will include invoice, inventory, backlog, AR and shipping information. Data security on Oracle BI Applications is implemented using OBIA_ORDER_FULFILLMENT_ORCHESTRATION_BUSINESS_UNIT_DATA_SECURITY.
  4. 'Extended Shipping Management Analysis Duty' role (Role name: OBIA_EXTENDED_SHIPPING_MANAGEMENT_ANALYSIS_DUTY) – This Duty Role provides cross-module access to the shipping manager job role for stand-alone Oracle BI Applications content. The cross-module access will include inventory, backlog and orders information. Data security on Oracle BI Applications is implemented using 'OBIA_INVENTORY_ORGANIZATION_SHIPMENT_DATA_SECURITY'.
  5. Implement Extended Duty Roles in Supply Chain and Order Management Analytics:
    1. Assign BI duty 'OBIA_EXTENDED_ORDER_MANAGEMENT_ANALYSIS_DUTY' to Fusion Applications job role, 'Order Manager' or similar.
    2. Assign BI duty 'OBIA_EXTENDED_SHIPPING_MANAGEMENT_ANALYSIS_DUTY' to Fusion Applications job role, 'Shipping Manager' or similar.
    3. Assign appropriate Fusion Applications Duty Roles to the job role - 'Order Manager' and assign BU privileges. Data security of 'OBIA_ORDER_MANAGEMENT_ANALYSIS_DUTY' (Oracle BI Applications Duty Role) is controlled by the BUs assigned to the user.
    4. Customize Presentation catalog permissions for subject areas including cross functional content (for example Sales - Inventory and Backlog ) and Subject Area permissions as desired for below mentioned roles.