Applying Security for Business Units and Planning Instances

This is an optional step, only if you turn on the Security Option; you have to continue to define security on BU or Planning Instance, or User ID or Permission List.

Financial and Supply Chain Setting for Security allows users to define security rules, which refers to the row level (User ID) or permission list security. User ID and permission list security is defined using the Security Options page.

When security is defined for Business Unit by User ID, only the business unit allowed for this User ID will be displayed in Business Unit prompt. The same is true for Planning Instance. When the security is on for Planning Instance by User ID, only the planning instance defined for this user can be seen in the Planning Instance prompt. Business Unit by Permission List or Planning Instance by Permission List works the same way.

When both Planning Instance and Business Unit are on the search page, only one security would rule the page, and this is the Planning Instance security. Hence, the suggested way for the Setup is to define both Business Unit and Planning Instance security in the Security Option. Business Unit security is used primarily at Define Planning Instance Attribute, for Business Unit Group creation, and for Commit Plan search. In other areas, such as Solve Plan and Refine Plan, Planning Instance’s security is used.  It is with the assumption, that when a user defines the Business Unit group, he/she has access to all Business Unit within his/her security setup. When the security setup is changed that would impact the list of Business Unit allowed for this User ID, user should update the Business Unit group and reload of Planning Instance to reflect the change.