1. Working with Financial Consolidation and Close
  2. Working with Consolidation Journals
  3. Consolidation Journal Security Roles

Consolidation Journal Security Roles

Application Roles for Consolidation Journals

Consolidation Journal Application Roles are available from Access Control, which is available in the Tools card on the Home page. You can assign or unassign these roles to any users or groups.

These Consolidation Journals Applicable Roles are available:

  • Consolidation Journals - Create

  • Consolidation Journals - Submit

  • Consolidation Journals - Approve

  • Consolidation Journals - Post

  • Consolidation Journals - Un-Post

  • Consolidation Journals - Auto-Post After Approval

  • Consolidation Journals - Manage Periods

To open Access Control, use one of these methods:

  • Click Tools and then Access Control.
  • Click Navigator and then select Access Control.

For details on assigning Application Roles to a group or user, see Administering Access Control for Oracle Enterprise Performance Management Cloud.

Consolidation Journals - Create

This role allows a user to create, modify and delete consolidation journals and consolidation journal templates. When assigned to users that have the predefined roles of User, Power User and Service Administrator, the creation of journals and templates is available only for those dimension members that the user has write access to.

If the journal is in Working status (for Journal Workflow-enabled applications) or Unposted, the user can save and modify the journal as needed. Only users with the Create role and write access to the members in the journal can modify journals. The only action available for this role is Complete. However, if a user also has the Consolidation Journal - Submit role, they can perform the Submit action instead of the Complete action.

Only users with Create role and write access can take the following actions on a journal:

  • Copy
  • Delete. Note that journals can only be deleted if they are in a Working status.

Consolidation Journals - Submit

This role allows a user to submit a journal for approval. It also allows the user to reject a journal with a Completed status. When the journal is rejected, it returns to Working status.

This role is not available for applications that do not have Consolidation Journal Workflow enabled.

Consolidation Journals - Approve

This role allows a user to approve a journal that has been submitted for approval. The user must have either read or write access to all of the members in the journal. The user who submitted the journal cannot also be the approving user.

A user with this role can reject a Submitted journal. When the journal is rejected, it returns to Working status.

This role is not available for applications that do not have Consolidation Journal Workflow enabled.

Consolidation Journals - Post

This role allows a user to post a journal. If Consolidation Journal Workflow is enabled, the journal must be submitted and approved prior to posting the journal.

For applications that do not have Consolidation Journal Workflow enabled, the user who creates the journal can also post the journal. If the last journal action was Approve, the Approved user cannot post the journal. However, any other user can post the journal, whether they are the Completed/Submitted user, provided they have the appropriate roles and access.

Consolidation Journals - Un-Post

This role allows a user to unpost a journal, if they have write access to the members in the journal. The user does not need to be the user who posted the journal.

Consolidation Journals - Auto-Post After Approval

This role can be assigned and unassigned to Administrators, Power Users and Users. It allows a journal to be automatically posted after approval. When the approver has approved the journal, the journal will automatically be posted. The user who approved the journal will also be the posting user. Only users with write access to the members in the journal are allowed to automatically post a journal. If the user does not have write access to the members, an error displays and the journal cannot be automatically posted.

The Auto-Post After Approval role is only for Regular journals, not Auto-Reversing journals.

Consolidation Journals - Manage Periods

This role can be assigned and unassigned to any Administrator or Power User. When assigned, the user can access Manage Periods and Open and Close a period.

Application Roles and Journal Workflow

When Consolidation Journal Workflow is enabled, all of the roles and actions will be available.

When Consolidation Journal Workflow is not enabled, the following roles will not be available:

  • Consolidation Journals – Submit

  • Consolidation Journals – Approve

  • Consolidation Journals – Auto-Post After Approval

When Consolidation Journal Workflow is not enabled, the following Actions will not be applicable:

  • Complete

  • Submit

  • Approve

  • Reject

When Consolidation Journal Workflow is not enabled, the following Statuses will not be applicable:

  • Completed

  • Submitted

  • Approved