1. Implementing Joint Venture Management
  2. Configure Access to Customer Information

Configure Access to Customer Information

You must set up access to customer data before users can set up invoicing partners.

As part of setting up invoicing partners, a joint venture application administrator specifies a receivable (customer) entity related to a joint venture partner. To view and select from a list of available customers in the Invoicing Partners work area, the user's profile must have permissions to access this information in Oracle Fusion Cloud ERP. The joint venture accountant and joint venture accounting manager can view the customers in the Invoicing Partners work area only if this data access is configured.

Perform these steps to configure customer data access for your joint venture users.

  1. Navigate to Setup and Maintenance and select the Enterprise Profile functional area under the Financials offering.
  2. In the task list in the adjacent area, click Manage Reference Data Set Data Access for Users.
  3. Select the Users with Data Access option.
  4. Click Create and enter the following values to configure the data access:

    • User Name.

    • Role. Enter the role assigned to the user that gives them privileges for either a joint venture accountant, joint venture accounting manager, or joint venture application administrator.

    • Security Context. Enter Reference data set.

    • Security context value. Enter the name of the data set that contains the customer data, for example Vision Operations Set.

      This value enables the display of valid values in the Customer drop-down list in the Invoicing Partners work area.

  5. Click Save and Close.
    The results should look similar to the following example, which shows two records with the same user name, role, security context, but different security context values as follows:
    • User Name = JVAdmin
    • Role = Joint Venture Application Administrator
    • Security Context = Reference data set
    • Security Context Value = HEPP and Vision Operations
    This image shows the Manage Data Access for Users page with the following selections: Users with Data Access radio button selected; Security Context drop-down list = Reference data set; User Name drop-down list = jvamin. The search results using the preceding criteria show two records in the table for jvadmin and jvadmin: first record with Reference data for the Security Context and HEPP for the Security Context Value; the second record is Reference data for the Security Context and Vision Operations Set for the Security Context Value.