How You Implement the Granting Payment Function Access Setup Task

Granting Payment Function Access is an optional Oracle Fusion Payments setup task in Setup and Maintenance. To disburse payments, the Oracle Fusion Payables administrator grants you access to the predefined duty role called Disbursement Process Management Duty.

You perform the Granting Payment Function Access set up task only to restrict the Disbursement Process Management Duty role.

With access to the Disbursement Process Management Duty, you can make the following types of payments:

• Customer refunds

• Supplier payments

• Reimbursement of employee expense reports

When you're granted access to the Disbursement Process Management Duty, you can perform the following actions in Authorization Policy Manager:

• View the Disbursement Process Management Duty.

• View children duty roles of the Disbursement Process Management Duty.

• Restrict or expand the Disbursement Process Management Duty.

• Assign the Disbursement Process Management Duty to job roles.

To restrict the Disbursement Process Management Duty role for an employee, you must first perform the following high-level prerequisite steps in Oracle Identify Manager. Then perform the steps listed in this topic in Authorization Policy Manager:

1. Create a new user.

2. Assign existing job roles to the new user.

3. Create a new job role.

4. Assign new job roles to the new user.

After you perform the steps listed in this topic in Authorization Policy Manager, then complete the steps by assigning the role of fscm to the Disbursement Process Management Duty role in Authorization Policy Manager.

Note: Oracle Fusion Applications and Authorization Policy Manager use different terms to describe the same security elements.

The following table lists two equivalent security terms.

Oracle Fusion Applications Security Reference Manuals	Authorization Policy Manager
Job role	External role
Duty role	Application role

View the Disbursement Process Management Duty

To view the Disbursement Process Management Duty, perform the following steps in Authorization Policy Manager:

1. Sign in to your home page.

2. In the address bar of your browser, delete all characters after the domain name and append the URL with /apm.

3. Select the Authorization Management tab.

4. In the Search section, select Application Roles from the For choice list.

5. In the Search section, select fscm from the In choice list.

6. In the blank search field, enter Disbursement Process Management Duty and click the arrow icon.

7. In the Search Results section, the following duty roles display:

   • Disbursement Process Management Duty for Employee PII

   • Disbursement Process Management Duty

8. In the Search Results section, select Disbursement Process Management Duty.

9. Click the Actions list and select Open.

10. The Disbursement Process Management Duty displays in the General tab, along with its role name and description as follows:

    • Display Name = Disbursement Process Management Duty

    • Role Name = IBY_DISBURSEMENT_PROCESS_MANAGEMENT_DUTY

    • Description = Assigns payment process attributes to documents payable, resolves document and payment validation errors, and reviews proposed payments. Views items that were rejected or removed from a payment process request.

View Children Duty Roles of the Disbursement Process Management Duty

The Disbursement Process Management Duty contains children duty roles. If you have access to the Disbursement Process Management Duty, you can also perform the duties of each of its children.

To view the children duty roles of the Disbursement Process Management Duty, perform the following steps in Authorization Policy Manager:

1. Select the Application Role Hierarchy tab.

2. Click the Inherits link. The following children duty roles display:

   • Party Information Inquiry Duty (FSCM)

   • Disbursement for Customer Refund Data Management Duty: Allows customer refunds

   • Disbursement for Employee Expense Data Management Duty: Allows employee expense report payments

   • Disbursement for Payables Data Management Duty: Allows supplier payments

To view the parent duty roles that inherit the Disbursement Process Management Duty, click the Is Inherited By link.

Note: The Disbursement Process Management Duty role doesn't have a parent duty role.

Restrict or Expand the Disbursement Process Management Duty

Given your company's security needs, you can restrict or expand the Disbursement Process Management Duty by performing the following steps:

1. Remove child duty roles from or add child duty roles to the predefined Disbursement Process Management Duty.

2. Remove privileges from or add privileges to the predefined Disbursement Process Management Duty.

3. Create a new Disbursement Process Management Duty role. The new Duty role can have more or less child duty roles or privileges as compared with the predefined Disbursement Process Management Duty.

Assign the Disbursement Process Management Duty to Job Roles

A job role consists of multiple duty roles. Duty roles determine access to functions appropriate to the job role. For example, the job roles of Accounts Payables Manager and Accounts Payable Supervisor inherit the Disbursement Process Management Duty. You can add job roles to or remove job roles from the Disbursement Process Management Duty.

To view the predefined job roles that are assigned to the Disbursement Process Management Duty, select the External Role Mapping tab in Authorization Policy Manager.

The Disbursement Process Management Duty is assigned to the following predefined job roles:

• Accounts Payable Supervisor

• Accounts Payable Manager

Any user who is assigned the preceding job roles has access to the following payment functions that are associated with the Disbursement Process Management Duty:

• Customer refunds

• Supplier payments

• Reimbursement of employee expense reports