Enable the Mexican Reporting Processes

To run the Journals for Mexico and Chart of Accounts for Mexico reports, you must enable the processes once to run them from the Scheduled Processes page in Oracle Fusion Cloud Applications .

Enable the Process

To enable the processes, follow these steps:

1. Sign in as a IT_SECURITY_MANAGER user.

2. Select Tools > Security Console.

3. Click Create Role on the Roles page.

4. Enter the new role name with Role Code as Mexico_Reports_Custom.

5. Click Next to add the required privileges.

6. Add the required roles:

   1. Click Add Function Security Policy.

   2. Search for a required role.

   3. From the search result, select and add the privilege roles and not the OBI roles.

   4. Click Add Privileges to Role.

7. Similarly, add all the required privileges.

8. Verify that all the privileges were added successfully.

9. Click Next twice to go to the role hierarchy definition page.

10. Add the roles containing your Mexican Jobs:

    • JL_GENERATE_CHART_OF_ACCOUNTS_FOR_MEXICO_ELECTRONIC_ACCOUNTING_PRIV_OBI

    • JL_GENERATE_JOURNAL_ENTRIES_FOR_MEXICO_ELECTRONIC_ACCOUNTING_PRIV_OBI

11. Verify that all the roles have been added

12. Click Next to add the job role to the required users, such as the Mexican Manager.

13. Once all users are added, click Next and then click Save and Close to complete the job role definition.

14. Sign in as an Application_Implementation_Consultant user and navigate to the Setup and Maintenance page.

15. In the Setup and Maintenance work area, select these options:

    • Offering: Financials

    • Functional area: Enterprise Profile

    • Task: Manage Reference Data Set Data Access for Users

16. Select the Users with Data Access option and identify the user you need to add data access to.

17. Click Search to see all the existing data access privileges for this user.

18. Click the Create icon to add the new job role data access.

19. Add the required security contexts.

    Note: The usual set defined to cover all possible requirements is: Ledger, Data Access Set, Reference Data Set, and Business Unit.

It is advisable to run a final process whenever there is a change in job roles. This is accessed from the Setup and Maintenance page. Just select and click Submit. Follow its progress from the Tools > Scheduled Processes page.

Proving Access to Users

After the job role is created and you can add it to a user.

Tollow these steps:

1. Open the User Accounts page.

2. Select the job role and click Edit.

3. Keep clicking Next till you see the Add User page.

4. Add the user to the role.

   Note: Alternatively, you can select the user on the User Accounts page, click Edit, and add the role.

5. Click Save and Close to complete the setup.

You will also need to add the required data access for this user.