Budget Preparer (Job Role)

Individual responsible for performing budget entry for one or more organizational units

Duties

This table lists the duties assigned directly and indirectly to the Budget Preparer job role.

Duty Role	Description
Customer Account Inquiry	View customer account details.
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.

Privileges

This table lists privileges granted to duties of the Budget Preparer job role.

Granted Role	Granted Role Description	Privilege	Privilege Description
Budget Preparer	Individual responsible for performing budget entry for one or more organizational units	Inquire Fixed Asset Transaction	Allows viewing of asset transaction details and accounting entries.
Budget Preparer	Individual responsible for performing budget entry for one or more organizational units	Review Subledger Journal Entry	Allows inquiries on subledger journal entries and entry lines.
Customer Account Inquiry	View customer account details.	Export Customer Account	Not Available
Customer Account Inquiry	View customer account details.	Export Customer Account Relationship	Allows the export of customer account contact relationship information.
Customer Account Inquiry	View customer account details.	Search Customer Account Relationships	Allows the search of customer account relationships. If assigning, also assign the ability to view the customer account relationship.
Customer Account Inquiry	View customer account details.	Search Customer Account Site	Allows the search of customer account sites. If assigning, also assign the ability to view the customer account site.
Customer Account Inquiry	View customer account details.	Search Trading Community Organization	Allows the search of organizations. If assigning, also assign the ability to view the trading community organization.
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Identifier	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Additional Name	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Address	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Classification Code Assignment	Not Available
Customer Account Inquiry	View customer account details.	Search Trading Community Organization Contact Point	Not Available
Customer Account Inquiry	View customer account details.	View Customer Account	Allows the viewing of customer account information.
Customer Account Inquiry	View customer account details.	View Customer Account Information	Not Available
Customer Account Inquiry	View customer account details.	View Customer Account Relationship	Allows the viewing of customer account relationship information.
Customer Account Inquiry	View customer account details.	View Customer Account Relationships	Allows the viewing of customer account relationship information.
Customer Account Inquiry	View customer account details.	View Customer Account Site	Allows the viewing of the customer account site information.
Customer Account Inquiry	View customer account details.	View Customer Account Site Use	Allows the viewing of the customer account site use information.
Customer Account Inquiry	View customer account details.	View Location of Final Discharge	Allows view of location of final discharge.
Customer Account Inquiry	View customer account details.	View Party Fiscal Classification	Allows viewing of tax classifications used by a tax authority to categorize a party and is applicable in the tax determination process.
Customer Account Inquiry	View customer account details.	View Third-Party Site Tax Profile	Allows viewing of tax profiles that contain tax information that relate to a third-party site's transaction tax activities.
Customer Account Inquiry	View customer account details.	View Third-Party Tax Profile	Allows viewing of tax profiles that contain tax information that relate to a third party's transaction tax activities.
Customer Account Inquiry	View customer account details.	View Trading Community Organization	Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names.
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Identifier	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Additional Name	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Address Use	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Classification Code Assignment	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Point	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Contact Preference	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Source System Mapping	Not Available
Customer Account Inquiry	View customer account details.	View Trading Community Organization Usage Assignment	Not Available
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	Manage Payables Invoices	Allows searching and viewing of Oracle Fusion Payables documents.
Payables Invoice Inquiry	Views Oracle Fusion Payables invoices.	View Payables Invoice	Allows viewing of Oracle Fusion Payables invoices without performing a search.

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Budget Preparer job role.

Business Object	Policy Description	Policy Store Implementation
Party Tax Profile	A Budget Preparer can manage business unit party tax profile for the business units for which they are authorized	Role: Customer Account Inquiry Privilege: Manage Business Unit Party Tax Profile (Data) Resource: Business Unit
Tax Exemption	A Budget Preparer can manage tax exemption for the tax setup applicable to the business units for which they are responsible	Role: Customer Account Inquiry Privilege: Manage Tax Exemption (Data) Resource: Business Unit
Trading Community Customer Account	A Budget Preparer can view customer account for all customer accounts in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account (Data) Resource: Trading Community Customer Account
Trading Community Customer Account Relationship	A Budget Preparer can view customer account relationship for all customer account relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Relationship (Data) Resource: Trading Community Customer Account Relationship
Trading Community Customer Account Site	A Budget Preparer can view customer account site for all customer account sites in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site (Data) Resource: Trading Community Customer Account Site
Trading Community Customer Account Site Use	A Budget Preparer can view customer account site use for all customer account site uses in the enterprise	Role: Customer Account Inquiry Privilege: View Customer Account Site Use (Data) Resource: Trading Community Customer Account Site Use
Trading Community Organization Party	A Budget Preparer can view trading community organization for all organizations in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Organization Party	A Budget Preparer can view trading community organization for all organizations in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Organization (Data) Resource: Trading Community Organization Party
Trading Community Party	A Budget Preparer can view trading community person for all people in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Party	A Budget Preparer can view trading community person for all people in the enterprise	Role: Payables Invoice Inquiry Privilege: View Trading Community Person (Data) Resource: Trading Community Party
Trading Community Relationship	A Budget Preparer can view trading community relationship for all trading community relationships in the enterprise	Role: Customer Account Inquiry Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship

Privacy

This table lists data security policies for privacy for the Budget Preparer job role.

Business Object	Policy Description	Policy Store Implementation
Party Tax Profile	A Budget Preparer can manage party tax profile for any party tax profile defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile (Data) Resource: Party Tax Profile
Party Tax Profile	A Budget Preparer can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Party Tax Profile
Tax Registration	A Budget Preparer can manage tax registration for any tax registration defined in the enterprise	Role: Customer Account Inquiry Privilege: Manage Tax Registration (Data) Resource: Tax Registration
Withholding Party Tax Profile	A Budget Preparer can manage party tax profile taxpayer identifier for organizations of type individual party tax profile taxpayer identifier defined in the enterprise.	Role: Customer Account Inquiry Privilege: Manage Party Tax Profile Taxpayer Identifier (Data) Resource: Withholding Party Tax Profile