4Set Up Joint Venture Management Users and Security

Set Up Joint Venture Management Users and Security

About Joint Venture Management Users and Security

Set up Joint Venture Management users with access to Joint Venture Management features and data. To set up users, you apply predefined roles and other security according to each user's responsibilities. Roles include privileges and data security. Privileges determine what users can do in Joint Venture Management. Data security determines what data users can access.

An administrator with the IT Security Manager (ORA_FND_IT_SECURITY_MANAGER_JOB) role can set up your Joint Venture Management users, which include:
  • Joint venture administrator

    Set up security to enable this user to:
    • Set up invoicing partners in the Invoicing Partners work area.

    • Create and manage joint venture definitions in the Joint Ventures work area.

  • Joint venture accounting manager

    Set up security to enable this user to create and manage joint venture definitions in the Joint Ventures work area.

  • Joint venture accountant

    Set up security to enable this user to:
    • Create and manage joint venture definitions in the Joint Ventures work area.

    • Access the Enterprise Scheduler Service (ESS) application to run the ESS processes to identify joint venture transactions, distribute the transactions, and create accounts receivable invoices to recoup joint venture costs.

    • Access the Transactions and Distributions work areas to review joint venture transactions and distributions.

When set up as prescribed, all users can create and manage joint venture definitions. But only the joint venture administrator can set up invoicing partners. This separation of duties provides a level of oversight and control to the joint venture administrator. It ensures that only partners identified in the joint operating agreement can be set up as invoicing partners that are associated with distributed transactions for the joint venture.

If privileges in the roles do not align with the responsibilities of the users in your organization, you can create new roles and add privileges to the new roles according to the job responsibilities of your users. You can add multiple roles to a user, so you don't need to create a custom role that includes all privileges needed for a particular user.

Set Up Joint Venture Management Users

Set up Joint Venture Management users with predefined roles to enable them to perform tasks according to their responsibilities. In addition to assigning predefined roles, an additional security setup is required for joint venture accountant and joint venture administrator users.

In addition to the steps in this section, you can find general instructions on how to set up user accounts and provision roles for Oracle ERP users here:

For details about the provided Joint Venture Management roles, privileges, and data security, see Security Reference for Financials Guide.

You must have the IT Security Manager (ORA_FND_IT_SECURITY_MANAGER_JOB) role to set up users.

Joint Venture Accountant

Assign the following roles to a joint venture accountant user:
  • ORA_JV_JOINT_VENTURE_ACCOUNTANT_JOB

  • ORA_PER_EMPLOYEE_ABSTRACT

    This role allows the user to run ESS processes.

In addition to assigning the preceding roles, you must also configure business unit access for a joint venture accountant user and role. To recoup the joint venture costs, the joint venture accountant creates accounts receivable invoices for each partner in the joint venture. This requires access to the business unit for the joint venture, which enables the joint venture accountant to run an ESS process that generates invoices for the business unit.

To configure business unit access for your joint venture accountant user and Joint Venture Accountant role:

  1. On the Home page, click Setup and Maintenance.

  2. In the Setup drop-down list at the top of the page, select Financials.

  3. In the Functional Areas list, click Enterprise Profile.

  4. In the task list on the right, click Manage Reference Data Set Data Access for Users.

  5. Select the Users with Data Access option.

  6. Click Create (+ icon) and enter the following values to configure business unit data access:

    • User Name

    • Role

    • Security Context. Enter Business unit.

    • Security context value. Enter the name of the business unit for which invoices will be created, for example Vision Operations.

The results should look similar to the following example:

This images shows the Manage Data Access for Users page with the following selections: Users with Data Access radio button selected; Security Context drop-down list = All; User Name drop-down list = jvacct. The search results using the preceding criteria show a record in the table for jvacct with Business Unit for the Security Context and Vision Operations for the Security Context Value.

Joint Venture Accounting Manager

Assign the following role to a joint venture accounting manager user: ORA_JV_JOINT_VENTURE_ACCOUNTING_MANAGER_JOB

Joint Venture Administrator

Assign the ORA_JV_JOINT_VENTURE_APPLICATION_ADMINISTRATOR_JOB role to the joint venture administrator user. This role enables access to the Invoicing Partners work area to set up invoicing partners and to the Joint Ventures work area to create joint venture definitions.

As part of setting up invoicing partners, a joint venture administrator specifies payable (supplier) and receivable (customer) entities related to a joint venture partner. To view and select from a list of available suppliers and customers in the Invoicing Partners work area, the user's profile must have permissions to access this information in ERP Cloud. Therefore, in addition to assigning the preceding role, you need to perform the following setup tasks for this user:
  • Create a new role, associate the ORA_POZ_USE_REST_SERVICE_VIEW_SUPPLIER_PROFILE aggregate role to the new role, and then assign the new role to the user.

  • Configure customer data access for the joint venture administrator user and the new role.

To set up a joint venture administrator user:

  1. Add the ORA_JV_JOINT_VENTURE_APPLICATION_ADMINISTRATOR_JOB role to the user.

  2. Create a new job role for a supplier profile that includes the ORA_POZ_USE_REST_SERVICE_VIEW_SUPPLIER_PROFILE aggregate role shown here:

    This image shows the ORA_POZ_USE_REST_SERVICE_VIEW_SUPPLIER_PROFILE on the Edit Role: Role Hierarchy page. There is one row with the following columns and values listed respectively: Role Name = Supplier Profile Viewing Using REST Service; Role Code = ORA_POZ_USE_REST_SERVICE_VIEW_SUPPLIER_PROFILE; Inherited by Role Name = POZROLE; Inherited by Role Code = POZROLE.
  3. Add the new job role with the supplier profile to the joint venture administrator user.

    Your joint venture administrator user profile should have both roles associated with it, as shown in the following example:

    This image shows the Edit User Account page with an example of the roles associated with a joint venture administrator user. The contents of the image is described in surrounding text.
  4. Configure customer data access for your joint venture administrator user and Joint Venture Application Administrator role:

    1. On the Home page, click Setup and Maintenance.

    2. In the Setup drop-down list at the top of the page, select Financials.

    3. In the Functional Areas list, click Enterprise Profile.

    4. In the task list on the right, click Manage Reference Data Set Data Access for Users.

    5. Select the Users with Data Access option.

    6. Click Create (+ icon) and enter the following values to configure the data access:

      • User Name

      • Role

      • 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.

      The results should look similar to the following example:

This images shows the Manage Data Access for Users page with the following selections: Users with Data Access radio button selected; Security Context drop-down list = All; 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.