Before Users Can Run CTA Payables Reclassifications Report

An administrator must complete the required setup tasks before U.S. Federal Financials users can create the CTA Payables Reclassifications report in Oracle Transactional Business Intelligence (OTBI).

Here are the prerequisite setup tasks:

• Create a custom role and add the BI Administrator role to it. Then assign this role to each user.
• Create a custom role based on the Accounts Payable Manager role and assign it to each user.
• Make sure that users have been set up with data access to the business units for the custom role that's based on the Accounts Payable Manager role.
• Configure and enable the Fund segment for Oracle Transactional Business Intelligence (OTBI). For more information, see Considerations for Enabling Key Flexfield Segments for Business Intelligence and Configure Chart of Account Segments for Business Intelligence.

Note: You must be a user with the IT Security Manager role to perform these tasks.