Function and Data Security Rules
Here are the function and data security rules for instrument assignments:
| User | Action | Function Security | Data Security | Intent |
|---|---|---|---|---|
| Supplier Internal User | Create / Update user (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Maintain Supplier, Maintain Supplier Site (for site level payee access) 3. Functional Privilege: PO_AGENT_ACCESSES for Procurement BU of site for site level assignment creation 4. SUPPLIER_LOCKED_FLAG column must be N 5. Assignment creation allowed only when payee has PAYABLES_DISB payment function |
Supplier |
| Supplier Internal User | View user (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Maintain Supplier, View Supplier, Maintain Supplier Site (for site level payee access), View Supplier Site (for site level payee access) 3. Functional Privilege: PO_AGENT_ACCESSES for Procurement BU of site for site level assignment view 4. Assignment view allowed only when payee has PAYABLES_DISB payment function |
Supplier |
| AR Customer Internal User | Create User (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Manage Customers 3. Assignment creation allowed only when payee has CUSTOMER_PAYMENT payment function 4. Site Level Assignment: Business Unit access based on “Manage Receivables Activities Data Security Privilege” for the Site Set linked Business Unit in FND_SETID_ASSIGNMENTS |
Customer |
| AR Customer Internal User | View User (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Manage Customers 3. Assignment view allowed only when payee has CUSTOMER_PAYMENT payment function 4. Site Level Assignment: Business Unit access based on “Manage Receivables Activities Data Security Privilege” for the Site Set linked Business Unit in FND_SETID_ASSIGNMENTS |
Customer |
| Customer Refund Internal User | Create / Update user (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: AR_CREATE_RECEIVABLES_REFUND_PRIV 3. Assignment creation allowed only when payee has AR_CUSTOMER_REFUNDS payment function |
Refund |
| Customer Refund Internal User | View user (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: AR_CREATE_RECEIVABLES_REFUND_PRIV 3. Assignment creation allowed only when payee has AR_CUSTOMER_REFUNDS payment function |
Refund |
| Employee (Payroll) | Create user (POST and PATCH) | Manage payment instrument assignment. |
1. HCM Privilege: FNDDS__PAY_MANAGE_WORKER_BANK_ACCOUNT_DATA__PER_ALL_PEOPLE_F__PersonDPEO 2. Creation allowed only when payee has EMPLOYEE_EXP payment function |
Person |
| Employee (Payroll) | View user (POST and PATCH) | Manage payment instrument assignment. |
1. HCM Privilege: FNDDS__PAY_VIEW_WORKER_BANK_ACCOUNT_DATA__PER_ALL_PEOPLE_F__PersonDPEO 2. View allowed only when payee has EMPLOYEE_EXP payment function |
Person |
| Employee (EXM) | Create User (POST and PATCH) | Manage payment instrument assignment. |
1. Creation allowed only when payee has EMPLOYEE_EXP payment function 2. Creation allowed only for party ID of login user derived from PER_USERS table |
Employee |
| Employee (EXM) | View User (GET) | Manage payment instrument assignment. |
1. View allowed only when payee has EMPLOYEE_EXP payment function 2. View allowed only for party ID of login user derived from PER_USERS table |
Employee |
| CE BAT | Create User (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Maintain Bank Account Transfer 3. Assignment creation allowed only when payee has CASH_PAYMENT payment function |
BAT |
| CE BAT | View User (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: View Bank Account Transfer 3. Assignment view allowed only when payee has CASH_PAYMENT payment function |
BAT |
| CE AHP | Create User (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Maintain Ad Hoc Payments 3. Assignment creation allowed only when payee has ADHOC_PAYMENT payment function |
Adhoc |
| CE AHP | View User (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: View Ad Hoc Payments 3. Assignment view allowed only when payee has ADHOC_PAYMENT payment function |
Adhoc |
| AP OTP | Create User (POST and PATCH) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Import Payables Payment Request 3. Assignment creation allowed only when payee has ONETIME_PAYMENT payment function |
Onetime |
| AP OTP | View User (GET) | Manage payment instrument assignment. |
1. PARTY_ID is NULL in PER_USERS table 2. Functional Privilege: Import Payables Payment Request 3. Assignment view allowed only when payee has ONETIME_PAYMENT payment function |
Onetime |