3 Duties and Privileges

Privileges grant access to specific tasks, links, and actions within the application. The access controlled by a particular privilege is fixed and can only be changed by an enhancement to the application. You can control the functions and features to which a user has access by grouping the desired privileges into duties, and assigning the duties to job roles which can then be associated to one or more users

Duties Provided at Initial Setup

As part of this default security configuration, the system privileges have been logically grouped into duties and the duties have been assigned to an initial set of job roles. The provided duties can be modified or deleted and new duties created. Administrator users can change the mappings of roles, duties and privileges in Invoice Matching's User Interface. Details about how to manage these application security policies are available in Chapter 2, Manage Security Policies in the Oracle Retail Merchandising Administration Guide.

Duty Types

Duties provided in the default security configuration follow a standard naming convention to indicate the type of privileges grouped within and the level of access provided. In Invoice Matching, the provided duties are one of the following duty types:

• Inquiry – An inquiry duty will provide the user the ability to search for and view the associated entity. The provided inquiry duties are used when it is desirable for a user to have visibility to an area, but no option to create or update any information. Inquiry duties are assigned to viewers of an area.

• Management – A management duty provides the user the ability to maintain the associated entity. The provided management duties are used when it is desirable for a user to have the ability create, update, and delete information. Management duties always contain the inquiry duty for the same entity. For example, the Document Management Duty contains the Document Inquiry Duty along with the additional Maintain Documents Privilege and Delete Documents Privilege, because in order for a user to maintain an entity they must also have the ability to search for and view the entity. Management duties are assigned to contributors of an area.

• Approval – An approval duty is meant for users with the authority to review and approve documents entered via Group Entry. Approval duties always contain the management duty for the same entity. For example, the Group Entry Document Approval Duty contains the Document Management Duty along with the additional Approve Documents via Group Entry Privilege, because in order for a user to approve an entity they must also have the ability to search for, view, and maintain the entity. Approval duties are assigned to reviewers of an area.

• High Security – A high security duty is used for tasks that are typically only performed by a smaller set of users, such as the manual payment of an invoice or the unmatching of an invoice. High Security duties always contain the management duty for the same entity. For example, the Document High Security Duty contains the Document Management Duty along with the additional Pay Invoice Manually Privilege, because in order for a user to perform the high security actions on an entity they must also have the ability to search for, view, and maintain the entity. High security duties are assigned to administrators or mangers of an area.

Duties with no Hierarchical Relationships

There are a handful of privileges used within Invoice Matching that do not have a hierarchical set of duties with increasing levels of access, as described by the duty types above. Rather these duties simply grant access to a single area, such as a dashboard, or they grant access to particular information across several functional areas. Therefore access is either granted or not, there are no access levels. These duties may be classified as management or inquiry duties, depending on if the user can maintain the related data or if it's view only. For example:

• Upload Documents Duty – Grants access to the Upload Data screen where documents can be uploaded via a spreadsheet. Users must also have the appropriate levels of document management access to complete the upload. This duty just grants access to the upload screen.

• Accounts Payable Specialist Dashboard Reports Duty - Grants access to view the accounts payable related reports in the dashboard.

• Financial Manager Dashboard Reports Duty – Grants access to view the Financial Manager related reports in the dashboard.

• Batch Management Duty – Grants access to execute batch programs. The default security configuration has this duty assigned to the Application Administrator role.

• Settings Menu Duty - Grants access to the Settings menu except for the Security folder. The default security configuration has this duty assigned to the Application Administrator role. This is a limited use duty which cannot be assigned to any other roles aside from the provided application administrator role.

• Administrator Console Duty – Grants access to the Security folder on the Settings menu where security roles, duties and privileges are managed. The default security configuration has this duty assigned to the Application Administrator role. This is a limited use duty which cannot be assigned to any other roles aside from the provided application administrator role.

• Application Global Menu Duties – These duties grant access to links in the Application Navigator which allow users to launch into another application in the Merchandising suite. The default security configuration does not have these duties assigned to any roles.

Limited Use Duties

There are limited use duties which provide access, but only to the application administrator role provided in the default security configuration. These duties cannot be mapped to any other roles.

• Settings Menu Duty

  Grants access to the Settings menu except for the Security folder. The default security configuration has this duty assigned to the Application Administrator role.

• Administrator Console Duty

  Grants access to the Security folder on the Settings menu where security roles, duties and privileges are managed. The default security configuration has this duty assigned to the Application Administrator role.

Determining Access for your Organization

When determining access for a given role in your organization, start by categorizing each role with a duty type for each functional area in the application. For example, a Pricing Manager may be a viewer of promotions and a contributor of price zone definitions. They may have no access to system options and may have high security control over price changes and clearances.

Duty Definitions

Table 3-1 lists the privileges and duties contained in each of the predefined duties provided in the default security configuration.

Table 3-1 Predefined Duties Provided in the Default Configuration

Functional Area	Duty	Duty Description	Duties and/or Privileges Contained Within
Administration - Application Navigator	Allocation Global Menu Duty	This is a duty that is used to grant access to the Allocation link in the Application Navigator in the sidebar menu. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assigned to any roles in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Application Navigator	Invoice Matching Global Menu Duty	This is a duty that is used to grant access to the Invoice Matching link in the Application Navigator in the sidebar menu. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assigned to any roles in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Application Navigator	Merchandising Global Menu Duty	This is a duty that is used to grant access to the Merchandising link in the Application Navigator in the sidebar menu. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assigned to any roles in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Application Navigator	Pricing Global Menu Duty	This is a duty that is used to grant access to the Pricing link in the Application Navigator in the sidebar menu. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assigned to any roles in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Application Navigator	Sales Audit Global Menu Duty	This is a duty that is used to grant access to the Sales Audit link in the Application Navigator in the sidebar menu. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assigned to any roles in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Batch	Batch Management Duty	A duty for executing batch jobs.	Execute Batch Jobs Priv
Administration - Settings Administrator Console	Administrator Console Duty	A duty for accessing the ORAAC Security folder and tasks under this folder on the Settings menu. There are no privileges within the duty, associating this duty to a role will grant access. This duty can only be assigned to the Application Administrator role provided in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Settings Menu	Settings Menu Duty	A duty for accessing the Settings menu in the sidebar navigation menu, with all non-security related folders and links. There are no privileges within the duty, associating this duty to a role will grant access. This duty can only be assigned to the Application Administrator role provided in the default security configuration.	No privileges included, assigning the duty to a role grants access.
Administration - Supplier Options	Supplier Options Inquiry Duty	A duty for viewing Supplier Options settings.	Search Supplier Options Priv View Supplier Options Priv
Administration - Supplier Options	Supplier Options Maintenance Duty	A duty for managing Supplier Options settings. This duty is an extension of the Supplier Options Inquiry Duty.	Supplier Options Inquiry Duty Maintain Supplier Options Priv Delete Supplier Options Priv
Administration - System Options	System Options Inquiry Duty	A duty for viewing System Options settings.	View System Options Priv
Administration - System Options	System Options Maintenance Duty	A duty for managing System Options settings. This duty is an extension of the System Options Inquiry Duty.	System Options Inquiry Duty Maintain System Options Priv
Dashboard	Accounts Payable Specialist Dashboard Reports Duty	A duty for viewing the Accounts Payable Specialist dashboard reports.	View Accounts Payable Specialist Dashboard Reports Priv
Dashboard	Financial Manager Dashboard Reports Duty	A duty for viewing the Financial Manager dashboard reports. This is an extension of the Accounts Payable Specialist Dashboard Reports Duty.	Accounts Payable Specialists Dashboard Reports Duty View Financial Manager Dashboard Reports Priv
Data Loading - Documents	Document Upload Duty	A duty for uploading documents	Upload Documents Priv
Discrepancies - Cost	Cost Discrepancy Resolution Duty	A duty for resolving cost discrepancies.	Search Discrepancy List Priv Resolve Cost Discrepancies Priv
Discrepancies - Cost and Quantity	Discrepancy Resolution Duty	A duty for resolving either cost or quantity discrepancies. This duty is a combination of the Resolve Cost Discrepancy Duty, and the Resolve Quantity Discrepancy Duty.	Search Discrepancy List Priv Resolve Cost Discrepancies Priv Resolve Quantity Discrepancies Priv
Discrepancies - Quantity	Quantity Discrepancy Resolution Duty	A duty for resolving quantity discrepancies.	Search Discrepancy List Priv Resolve Quantity Discrepancies Priv
Discrepancies - Tax	Tax Discrepancy Resolution Duty	A duty for resolving tax discrepancies.	Search Tax Discrepancy List Priv Resolve Tax Discrepancies Priv
Documents	Document Inquiry Duty	A duty for viewing documents.	Search Documents Priv View Documents Priv
Documents	EDI Document Inquiry Duty	A duty for searching for and viewing EDI documents with errors.	Search EDI Documents Priv
Documents	EDI Document Management Duty	A duty for fixing EDI Errors.	EDI Document Inquiry Duty Maintain EDI Documents Priv
Documents	Create Credit Note from CNR Duty	A duty to allow user to create a Credit Note from a Credit Note Request.	Create Credit Note from CNR Priv
Documents	Document Management Duty	A duty for managing documents. This duty is an extension of the Document Inquiry Duty.	EDI Document Management Duty Maintain Documents Priv Delete Documents Priv Create Credit Note from CNR Priv
Documents	Deal Billback Approval Duty	A duty for approving deal debit memos or credit note requests. Deal debit memos and credit note requests can come from the merchandise system in submit status, requiring approval. This duty is an extension of the Document Management Duty.	Document Management Duty Approve Deal Billbacks Priv
Documents	Group Entry Document Approval Duty	A duty for approving documents entered via group entry. This duty is an extension of the Document Management Duty.	Document Management Duty Approve Documents via Group Entry Priv
Documents	EDI Document Deletion Duty	A duty for deleting EDI documents with errors. This is an extension of the EDI Document Management Duty.	EDI Document Management Duty Delete EDI Documents Priv
Documents	Pay Invoice Duty	A duty for paying an invoice manually.	Pay Invoice Manually Priv
Documents	Void Credit Note Duty	A duty for voiding a Credit Note.	Void Credit Note Priv
Documents	Reverse Debit Memo Duty	A duty to allow user to reverse a Credit Note.	Reverse Debit Memo Priv
Documents	Document High Security Duty	A duty for paying invoices manually, voiding credit notes, reversing debit memos, approving deal billbacks and deleting EDI document errors. This duty is an extension of the Group Entry Document Duty.	Group Entry Document Approval Duty Pay Invoice Duty Void Credit Note Duty Reverse Debit Memo Duty Approve Deal Billbacks Priv Delete EDI Documents Priv
Financial Posting	Financial Posting Error Inquiry Duty	A duty for viewing Financial Posting Errors.	Search Financial Posting Error Priv View Financial Posting Error Priv
Financial Posting	Financial Posting Error Duty	A duty for managing Financial Posting Errors. This duty is an extension of the Financial Posting Errors Inquiry Duty.	Financial Posting Error Inquiry Duty Maintain Financial Posting Error Priv
General Ledger	G/L Cross Reference Inquiry Duty	A duty for viewing G/L Cross Reference settings.	Search G/L Cross Reference Priv View G/L Cross Reference Priv
General Ledger	G/L Options Inquiry Duty	A duty for viewing G/L Options settings.	Search G/L Options Priv View G/L Options Priv
General Ledger	Location Dynamic Mapping Inquiry Duty	A duty for viewing Location Dynamic Mapping settings.	Search Location Dynamic Mapping Priv View Location Dynamic Mapping Priv
General Ledger	Dept Class Dynamic Mapping Inquiry Duty	A duty for viewing Dept Class Dynamic Mapping settings.	Search Dept Class Dynamic Mapping Priv View Dept Class Dynamic Mapping Priv
General Ledger	General Ledger Inquiry Duty	A duty for viewing G/L Cross Reference settings, G/L Options settings, Location Dynamic Mapping settings, and Dept Class Dynamic Mapping settings.	G/L Cross Reference Inquiry Duty G/L Options Inquiry Duty Location Dynamic Mapping Inquiry Duty Dept Class Dynamic Mapping Inquiry Duty
General Ledger	G/L Cross Reference Maintenance Duty	A duty for managing G/L Cross Reference settings. This duty is an extension of the G/L Cross Reference Inquiry Duty.	G/L Cross Reference Inquiry Duty Maintain G/L Cross Reference Priv Delete G/L Cross Reference Priv
General Ledger	G/L Options Maintenance Duty	A duty for managing G/L Options settings. This duty is an extension of the G/L Options Inquiry Duty.	G/L Options Inquiry Duty Maintain G/L Options Priv Delete G/L Options Priv
General Ledger	Location Dynamic Mapping Maintenance Duty	A duty for managing Location Dynamic Mapping settings. This duty is an extension of the Location Dynamic Mapping Inquiry Duty.	Location Dynamic Mapping Inquiry Duty Maintain Location Dynamic Mapping Priv Delete Location Dynamic Mapping Priv
General Ledger	Dept Class Dynamic Mapping Maintenance Duty	A duty for managing Dept Class Dynamic Mapping settings. This duty is an extension of the Dept Class Dynamic Mapping Inquiry Duty.	Dept Class Dynamic Mapping Inquiry Duty Maintain Dept Class Dynamic Mapping Priv Delete Dept Class Dynamic Mapping Priv
General Ledger	General Ledger Management Duty	A duty for managing G/L Cross Reference settings, G/L Options settings, Location Dynamic Mapping settings, and Dept Class Dynamic Mapping settings.	G/L Cross Reference Maintenance Duty G/L Options Maintenance Duty Location Dynamic Mapping Maintenance Duty Dept Class Dynamic Mapping Maintenance Duty
Match Strategies	Match Strategy Inquiry Duty	A duty for viewing Match Strategy Settings	Search Match Strategy Priv View Match Strategy Priv
Match Strategies	Match Strategy Maintenance Duty	A duty for managing Match Strategy settings. This duty is an extension of the Match Strategy Inquiry Duty.	Match Strategy Inquiry Duty Maintain Match Strategy Priv Delete Match Strategy Priv
Matching - Credit Notes	Credit Note Matching Duty	A duty for matching Credit Notes.	Search Credit Note Match Priv Credit Note Match Priv
Matching - Invoices	Invoice Matching Inquiry Duty	A duty for finding and viewing the results of a match.	View Invoice Match Inquiry Priv
Matching - Invoices	Invoice Matching Management Duty	A duty for manually matching invoices.	Search Manual Match Priv Manually Match Priv
Matching - Invoices	Unmatch Invoices Duty	A duty for unmatching a merchandise invoice.	Invoice Matching Inquiry Duty Document Unmatch Priv
Matching - Invoices	Invoice Matching High Security Duty	A duty for matching or unmatching merchandise invoices. This is an extension of the Invoice Inquiry Duty, Invoice Matching Duty, and Unmatch Invoices Duty.	Invoice Matching Duty Invoice Matching Inquiry Duty Unmatch Duty
Reason Codes	Reason Code Inquiry Duty	A duty for viewing Reason Code settings.	Search Reason Code Priv View Reason Code Priv
Reason Codes	Reason Code Maintenance Duty	A duty for managing Reason Code settings. This duty is an extension of the Reason Code Inquiry Duty.	Reason Code Inquiry Duty Maintain Reason Code Priv Delete Reason Code Priv
Tolerances	Tolerance Inquiry Duty	A duty for viewing Tolerance settings.	Search Tolerance Priv Search Tolerance Mapping Priv View Tolerance Priv View Tolerance Mapping Priv
Tolerances	Tolerance Maintenance Duty	A duty for managing Tolerance settings. This duty is an extension of the Tolerance Inquiry Duty.	Tolerance Inquiry Duty Maintain Tolerance Priv Delete Tolerance Priv Maintain Tolerance Mapping Priv Delete Tolerance Mapping Priv

Application Administrator Duties

Table 3-2 lists the default security configuration and duties for the Application Administrator job role.

Table 3-2 Application Administrator Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	Access Granted	Batch Management Duty
Administration - Settings Administrator Console	Access Granted	Administrator Console Duty
Administration - Settings Menu	Access Granted	Settings Menu Duty
Administration - Supplier Options	Management	Supplier Options Maintenance Duty
Administration - System Options	Management	System Options Maintenance Duty
Dashboard	Access Granted	Accounts Payable Specialist Dashboard Reports Duty Financial Manager Dashboard Reports Duty
Data Loading - Documents	Access Granted	Document Upload Duty
Discrepancies - Cost	Management	Discrepancy Resolution Duty
Discrepancies - Quantity	Management
Discrepancies - Tax	Management	Tax Discrepancy Resolution Duty
Documents	High Security	Document High Security Duty
Financial Posting	Management	Financial Posting Error Duty
General Ledger	Management	General Ledger Management Duty
Match Strategies	Management	Match Strategy Maintenance Duty
Matching - Credit Notes	Management	Credit Note Matching Duty
Matching - Invoices	High Security	Invoice Matching High Security Duty
Reason Codes	Management	Reason Codes Maintenance Duty
Tolerances	Management	Tolerance Inquiry Duty

Data Steward Duties

Table 3-3 lists the default security configuration and duties for the Data Steward job role.

Table 3-3 Data Steward Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	Management	Supplier Options Maintenance Duty
Administration - System Options	Management	System Options Maintenance Duty
Dashboard	No Access	-
Data Loading - Documents	Access Granted	Document Upload Duty
Discrepancies - Cost	No Access	-
Discrepancies - Quantity	No Access	-
Discrepancies - Tax	No Access	-
Documents	Management	Document Management Duty
Financial Posting	Management	Financial Posting Error Duty
General Ledger	Management	General Ledger Management Duty
Match Strategies	Management	Match Strategy Maintenance Duty
Matching - Credit Notes	No Access	-
Matching - Invoices	No Access	-
Reason Codes	Management	Reason Codes Maintenance Duty
Tolerances	Management	Tolerance Maintenance Duty

Accounts Payable Specialist Duties

Table 3-4 lists the default security configuration and duties for the Accounts Payable Specialist job role.

Table 3-4 Accounts Payable Specialist Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	Inquiry	Supplier Options Inquiry Duty
Administration - System Options	Inquiry	System Options Inquiry Duty
Dashboard	Access Granted	Dashboard Inquiry Duty
Data Loading - Documents	Access Granted	Document Upload Duty
Discrepancies - Cost	Management	Discrepancy Resolution Duty
Discrepancies - Quantity	Management
Discrepancies - Tax	Management	Tax Discrepancy Resolution Duty
Documents	High Security	Document High Security Duty
Financial Posting	Management	Financial Posting Error Duty
General Ledger	Inquiry	General Ledger Inquiry Duty
Match Strategies	Inquiry	Match Strategy Inquiry Duty
Matching - Credit Notes	Management	Credit Note Matching Duty
Matching - Invoices	High Security	Invoice Matching High Security Duty
Reason Codes	Inquiry	Reason Codes Inquiry Duty
Tolerances	Inquiry	Tolerance Inquiry Duty

Accounts Payable Manager Duties

Table 3-5 lists the default security configuration and duties for the Accounts Payable Manager job role.

Table 3-5 Accounts Payable Manager Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	Management	Supplier Options Maintenance Duty
Administration - System Options	Inquiry	System Options Inquiry Duty
Dashboard	Access Granted	Accounts Payable Specialist Dashboard Reports Duty Financial Manager Dashboard Reports Duty
Data Loading - Documents	Access Granted	Document Upload Duty
Discrepancies - Cost	Management	Discrepancy Resolution Duty
Discrepancies - Quantity	Management
Discrepancies - Tax	Management	Tax Discrepancy Resolution Duty
Documents	High Security	Document High Security Duty
Financial Posting	Management	Financial Posting Error Duty
General Ledger	Management	General Ledger Management Duty
Match Strategies	Management	Match Strategy Maintenance Duty
Matching - Credit Notes	Management	Credit Note Matching Duty
Matching - Invoices	High Security	Invoice Matching High Security Duty
Reason Codes	Management	Reason Codes Maintenance Duty
Tolerances	Management	Tolerance Inquiry Duty

Financial Analyst Duties

Table 3-6 lists the default security configuration and duties for the Financial Analyst job role.

Table 3-6 Financial Analyst Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	Inquiry	Supplier Options Inquiry Duty
Administration - System Options	Inquiry	System Options Inquiry Duty
Dashboard	No Access	-
Data Loading - Documents	No Access	-
Discrepancies - Cost	No Access	-
Discrepancies - Quantity	No Access	-
Discrepancies - Tax	No Access	-
Documents	Inquiry	Document Inquiry Duty
Financial Posting	Inquiry	Financial Posting Error Inquiry Duty
General Ledger	Inquiry	General Ledger Inquiry Duty
Match Strategies	Inquiry	Match Strategy Inquiry Duty
Matching - Credit Notes	No Access	-
Matching - Invoices	No Access	-
Reason Codes	Inquiry	Reason Codes Inquiry Duty
Tolerances	Inquiry	Tolerance Inquiry Duty

Financial Manager Duties

Table 3-7 lists the default security configuration and duties for the Financial Manager job role.

Table 3-7 Financial Manager Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	Management	Supplier Options Maintenance Duty
Administration - System Options	Inquiry	System Options Inquiry Duty
Dashboard	Access Granted	Accounts Payable Specialist Dashboard Reports Duty Financial Manager Dashboard Reports Duty
Data Loading - Documents	Access Granted	Document Upload Duty
Discrepancies - Cost	Management	Discrepancy Resolution Duty
Discrepancies - Quantity	Management
Discrepancies - Tax	Management	Tax Discrepancy Resolution Duty
Documents	High Security	Document High Security Duty
Financial Posting	Management	Financial Posting Error Duty
General Ledger	Management	General Ledger Management Duty
Match Strategies	Management	Match Strategy Maintenance Duty
Matching - Credit Notes	Management	Credit Note Matching Duty
Matching - Invoices	High Security	Invoice Matching High Security Duty
Reason Codes	Management	Reason Codes Maintenance Duty
Tolerances	Management	Tolerance Inquiry Duty

Buyer Duties

Table 3-8 lists the default security configuration and duties for the Buyer job role.

Table 3-8 Buyer Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	No Access	-
Administration - System Options	No Access	-
Dashboard	No Access	-
Data Loading - Documents	No Access	-
Discrepancies - Cost	Management	Cost Discrepancy Resolution Duty
Discrepancies - Quantity	No Access	-
Discrepancies - Tax	No Access	-
Documents	No Access	-
Financial Posting	No Access	-
General Ledger	No Access	-
Match Strategies	No Access	-
Matching - Credit Notes	No Access	-
Matching - Invoices	No Access	-
Reason Codes	No Access	-
Tolerances	No Access	-

Corporate Inventory Control Analyst Duties

Table 3-9 lists the default security configuration and duties for the Corporate Inventory Control Analyst job role.

Table 3-9 Corporate Inventory Control Analyst Duties

Functional Area	Access Level	Duty Assigned
Administration - Batch	No Access	-
Administration - Settings Administrator Console	No Access	-
Administration - Settings Menu	No Access	-
Administration - Supplier Options	No Access	-
Administration - System Options	No Access	-
Dashboard	No Access	-
Data Loading - Documents	No Access	-
Discrepancies - Cost	No Access	-
Discrepancies - Quantity	Management	Quantity Discrepancy Resolution Duty
Discrepancies - Tax	No Access	-
Documents	No Access	-
Financial Posting	No Access	-
General Ledger	No Access	-
Match Strategies	No Access	-
Matching - Credit Notes	No Access	-
Matching - Invoices	No Access	-
Reason Codes	No Access	-
Tolerances	No Access	-

Privileges

For each functional area in the application there is an associated set of privileges. The privileges build upon each other. For example, in order to be able to approve a group of documents from the group entry, the user must also be able to search for, view, create, and maintain documents. Therefore, the Group Entry Document Approval Duty contains the Search Documents, View Documents, Maintain Documents, and Approve Documents via Group Entry privileges.

Here are all of the privileges available in Invoice Matching, along with the duty type to which they are assigned in the default configuration:

Table 3-10 Invoice Matching Privileges

Functional Area	Privilege	Privilege Description
Administration - Batch	Execute Batch Jobs Priv	A privilege for executing Invoice Match batch jobs.
Administration - Supplier Options	Search Supplier Options Priv	A privilege for searching for Supplier Options settings.
Administration - Supplier Options	View Supplier Options Priv	A privilege for viewing for Supplier Options settings.
Administration - Supplier Options	Maintain Supplier Options Priv	A privilege for creating and editing Supplier Options settings.
Administration - Supplier Options	Delete Supplier Options Priv	A privilege for deleting a Supplier Options setting.
Administration - System Options	View System Options Priv	A privilege for viewing for System Options settings.
Administration - System Options	Maintain System Options Priv	A privilege for creating and editing System Options settings.
Dashboard	View Accounts Payable Specialist Dashboard Reports Priv	A privilege for viewing the Accounts Payable Specialist dashboard reports.
Dashboard	View Financial Manager Specialist Dashboard Reports Priv	A privilege for viewing the Financial Manager dashboard reports.
Data Loading - Documents	Upload Documents Priv	A privilege for allowing a user to upload documents.
Discrepancies - Cost	Resolve Cost Discrepancies Priv	A privilege to allow a cost discrepancy to be resolved.
Discrepancies - Cost and Quantity	Search Discrepancy List Priv	A privilege to search for Discrepancies.
Discrepancies - Quantity	Resolve Quantity Discrepancies Priv	A privilege to allow a quantity discrepancy to be resolved.
Discrepancies - Tax	Search Tax Discrepancy List Priv	A privilege to search for Tax Discrepancies.
Discrepancies - Tax	Resolve Tax Discrepancies Priv	A privilege to allow a tax discrepancy to be resolved.
Documents	Search Documents Priv	A privilege for searching for documents.
Documents	View Documents Priv	A privilege for viewing documents.
Documents	Search EDI Documents Priv	A privilege for searching for EDI documents with errors.
Documents	Maintain Documents Priv	A privilege for creating and editing documents.
Documents	Delete Documents Priv	A privilege for deleting documents.
Documents	Maintain EDI Documents Priv	A privilege for allowing a user to fix EDI errors.
Documents	Create Credit Note from CNR Priv	A privilege for allowing a user to create a credit note from a credit note request.
Documents	Approve Deal Billbacks Priv	A privilege to approve deal billback documents. Deal debit memos or Credit Note Requests can be passed from Merchandising system in submitted status.
Documents	Approve Documents via Group Entry Priv	A privilege to approve documents entered via group entry.
Documents	Pay Invoice Manually Priv	A privilege to allow user to pay an invoice before matching the invoice.
Documents	Void Credit Note Priv	A privilege for allowing a user to void a credit note.
Documents	Reverse Debit Memo Priv	A privilege for allowing a user to reverse a Debit Memo.
Documents	Delete EDI Documents Priv	A privilege for deleting EDI documents with errors.
Financial Posting	Search Financial Posting Error Priv	A privilege for searching for financial posting errors.
Financial Posting	View Financial Posting Error Priv	A privilege for viewing financial posting errors.
Financial Posting	Maintain Financial Posting Error Priv	A privilege for editing financial posting errors.
General Ledger	Search G/L Cross Reference Priv	A privilege for searching for G/L Cross Reference settings.
General Ledger	View G/L Cross Reference Priv	A privilege for viewing for G/L Cross Reference settings.
General Ledger	Search G/L Options Priv	A privilege for searching for G/L Options settings.
General Ledger	View G/L Options Priv	A privilege for viewing for G/L Options settings.
General Ledger	Search Location Dynamic Mapping Priv	A privilege for searching for Location Dynamic Mapping settings.
General Ledger	View Location Dynamic Mapping Priv	A privilege for viewing for Location Dynamic Mapping settings.
General Ledger	Search Dept Class Dynamic Mapping Priv	A privilege for searching for Dept Class Dynamic Mapping settings.
General Ledger	View Dept Class Dynamic Mapping Priv	A privilege for viewing for Dept Class Dynamic Mapping settings.
General Ledger	Maintain G/L Cross Reference Priv	A privilege for creating and editing t G/L Cross Reference settings.
General Ledger	Delete G/L Cross Reference Priv	A privilege for deleting a G/L Cross Reference setting.
General Ledger	Maintain G/L Options Priv	A privilege for creating and editing G/L Options settings.
General Ledger	Delete G/L Options Priv	A privilege for deleting a G/L Options settings.
General Ledger	Maintain Location Dynamic Mapping Priv	A privilege for creating and editing Location Dynamic Mapping settings.
General Ledger	Delete Location Dynamic Mapping Priv	A privilege for deleting a Location Dynamic Mapping setting.
General Ledger	Maintain Dept Class Dynamic Mapping Priv	A privilege for creating and editing Dept Class Dynamic Mapping settings.
General Ledger	Delete Dept Class Dynamic Mapping Priv	A privilege for deleting a Dept Class Dynamic Mapping settings.
Match Strategies	Search Match Strategy Priv	A privilege for searching for Match Strategy settings.
Match Strategies	View Match Strategy Priv	A privilege for viewing for Match Strategy settings.
Match Strategies	Maintain Match Strategy Priv	A privilege for creating and editing Match Strategy settings.
Match Strategies	Delete Match Strategy Priv	A privilege for deleting a Match Strategy settings.
Matching - Credit Notes	Search Credit Note Match Priv	A privilege to allow a user to search for Credit Notes to Credit Note Requests to be matched.
Matching - Credit Notes	Credit Note Match Priv	A privilege to match Credit Notes to Credit Note Requests.
Matching - Invoices	Search Manual Match Priv	A privilege to allow a user search for invoices and receipts to be manually matched.
Matching - Invoices	View Invoice Match Inquiry Priv	A privilege to allow a user to view the results of a match.
Matching - Invoices	Manually Match Priv	A privilege to allow a user to match an invoice manually through the UI.
Matching - Invoices	Unmatch Documents Priv	A privilege for allowing a user to unmatch a merchandise invoice.
Reason Codes	Search Reason Code Priv	A privilege for searching for Reason Code settings.
Reason Codes	View Reason Code Priv	A privilege for viewing for Reason Code settings.
Reason Codes	Maintain Reason Code Priv	A privilege for creating and editing Reason Code settings.
Reason Codes	Delete Reason Code Priv	A privilege for deleting a Reason Code setting.
Tolerances	Search Tolerance Priv	A privilege for searching for tolerance settings.
Tolerances	View Tolerance Priv	A privilege for viewing for tolerance settings.
Tolerances	Maintain Tolerance Priv	A privilege for creating and editing tolerance settings.
Tolerances	Delete Tolerance Priv	A privilege for deleting a tolerance setting.
Tolerances	Search Tolerance Mapping Priv	A privilege for searching for tolerance mapping settings.
Tolerances	View Tolerance Mapping Priv	A privilege for viewing for tolerance mapping settings.
Tolerances	Maintain Tolerance Mapping Priv	A privilege for creating and editing tolerance mapping settings.
Tolerances	Delete Tolerance Mapping Priv	A privilege for deleting a tolerance mapping settings.