Cross-Functional Access to Order Management Users
Clients are accessing data from across the enterprise and delivering deep insight directly to business users. They perform cross-functional analysis to understand cause and affect relationships between key performance indicators across different departments. Cross functional reporting from a variety of relational databases and data sources is possible too. Oracle BI Applications (OBIA) is a prepackaged data warehouse enabling historical analysis and cross domain insight. Common Conformed Dimensions ensure cross fact, cross subject areas and federated OBIA reporting.
Order Management enables users to analyze OM data along with data from Inventory, Account Receivable, and GL Revenue. Examples of functional reporting:
Q. How many of my top customers bought products from my worst suppliers?
Q. Which of my top suppliers are also my top customers?
E-Business Suite and JD Edwards EnterpriseOne Adapters
By default, Order Management's security implementation for E-Business Suite and JD Edwards EnterpriseOne adapter is enabled with cross-functional capability. The following BI Duty Roles enable users to access to the Order Management subject areas.
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Order Management Analyst
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Order Management Executive
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Order Fulfillment Analyst
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Order Fulfillment Executive
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Order Management Analyst JDE
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Order Management Executive JDE
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Order Fulfillment Analyst JDE
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Order Fulfillment Executive JDE
Duty Role Description | Subject Areas: |
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Order Fulfillment Executive, Order Fulfillment Executive JDE. This role provides secured access to Sales Order fulfillment managers and supply chain executives with insight into orders, backlogs, shipments and inventory to track fulfillment performance. |
Sales - Invoice Lines Sales - Schedule Lines Sales - Backlog Lines Sales - Pick Lines Sales - Sales Revenue Sales - Sales Receivables Sales - Sales Overview Sales - Orders, Backlog and Invoices Sales - Order Process Sales - Order Lines Sales - Customer Activity Sales - Inventory & Backlog Sales - Backlog History |
Order Fulfillment Analyst, Order Fulfillment Analyst JDE. This role provides secured access to Sales Order fulfillment analysts with detailed insight into order line, booking line and backlog line details. |
Sales - Backlog History Sales - Backlog Lines Sales - Booking Lines Sales - Order Lines Sales - Schedule Lines Sales - Invoice Lines Sales - Pick Lines Sales - Sales Revenue Sales - Sales Receivables Sales - Sales Overview Sales - Orders, Backlog and Invoices Sales - Order Process Sales - Customer Activity Sales - Inventory & Backlog |
Order Management Analyst, Order Management Analyst JDE. This role provides secured access to Sales Order management analysts with detailed insight into order lines, booking line and invoice line details. |
Sales - Overview Sales - Booking Lines Sales - Invoice Lines Sales - Sales Revenue Sales - Orders and Invoices Sales - Orders, Backlog and Invoices Sales - Order Lines Sales - Customer Activity |
Order Management Executive, Order Management Executive JDE. This role provides order management executives with secured access to sales revenue, orders, invoices and backlog details. |
Sales - Overview Sales - Booking Lines Sales - Invoice Lines Sales - Sales Revenue Sales - Orders and Invoices Sales - Orders, Backlog and Invoices Sales - Order Lines Sales - Customer Activity |
Fusion Adapter
Order Management's security implementation for Fusion adapter has two modes.
For Fusion embedded BI deployment, use these Duty Roles.
OBIA_ORDER_FULFILLMENT_ORCHESTRATION_BUSINESS_UNIT_DATA_SECURITY,
OBIA_INVENTORY_ORGANIZATION_SHIPMENT_DATA_SECURITY.
For OBIA standalone deployment, which requires cross functional reporting, use these Duty Roles.
OBIA_EXTENDED_ORDER_FULFILLMENT_ORCHESTRATION_BUSINESS_UNIT_DATA_SECURITY,
OBIA_EXTENDED_INVENTORY_ORGANIZATION_SHIPMENT_DATA_SECURITY.
The table shows the subject areas granted to each Duty Roles. Note that the 'extended' roles have broader access.
Duty Role Description | Subject Areas |
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OBIA_SHIPPING_MANAGEMENT_ANALYSIS_DUTY Description - This BI Duty Role is for Shipping Managers who are responsible for overseeing both processes and people for picking, packing and shipping items. This Duty Role allows Shipping Managers to get insight into Shipping, Backlogs, Inventory Transactions and Inventory Balances Is a member of: OBIA_INVENTORY_ORGANIZATION_SHIPMENT_DATA_SECURITY |
Sales - Pick Lines |
OBIA_EXTENDED_SHIPPING_MANAGEMENT_ANALYSIS_DUTY Description - This Duty Role provides cross-module access to the shipping manager job role for stand-alone content. Member of - OBIA_EXTENDED_INVENTORY_ORGANIZATION_SHIPMENT_DATA_SECURITY |
Sales - Pick Lines Sales - Order Process Sales - Inventory & Backlog |
OBIA_ORDER_MANAGEMENT_ANALYSIS_DUTY Description - This BI Duty Role is for Order Managers who are responsible for processing orders, managing backlogs and optimizing fulfillment performance. This Duty Role allows Order Managers to analyze Orders, Bookings, Holds, Orchestration Process, Shipping, Backlogs, Invoices and Inventory Is a member of: OBIA_ORDER_FULFILLMENT_ORCHESTRATION_BUSINESS_UNIT_DATA_SECURITY |
Sales - Backlog History Sales - Backlog Lines Sales - Booking Lines Sales - Order Lines Sales - Schedule Lines Sales - Order Process DOO Process Instances Sales - Order Holds |
OBIA_EXTENDED_ORDER_MANAGEMENT_ANALYSIS_DUTY Description - This Duty Role provides cross-module access to the order manager job role for stand-alone content. The cross-module access will include invoice, inventory, backlog, AR and shipping Is a member of: OBIA_EXTENDED_ORDER_FULFILLMENT_ORCHESTRATION_BUSINESS_UNIT_DATA_SECURITY |
Sales - Backlog History Sales - Backlog Lines Sales - Booking Lines Sales - Order Lines Sales - Schedule Lines Sales - Invoice Lines Sales - Pick Lines Sales - Sales Revenue Sales - Sales Receivables Sales - Sales Overview Sales - Orders, Backlog and Invoices Sales - Orders & Invoices Sales - Order Process Sales - Customer Activity Sales - Inventory & Backlog Sales - Order Holds DOO Process Instances |