Set Up Access and Security for the Project Contract Bill Transactions Assistant

This topic provides setup related guidance for granting access to the Project Contract Bill Transactions Assistant.

Users Without the Predefined Project Billing Specialist Role

Use these steps when the user doesn’t have the predefined Project Billing Specialist role or a custom role that’s an exact copy of the Project Billing Specialist role.

1. In the Security Console, create a custom role.
2. In the Basic Information section of the custom role, select Enable Permission Groups.
3. In Function Security Policies > Privileges, add this functional privilege:

   • View Project Contract Bill Transactions Service

     PJB_VIEW_PROJECT_CONTRACT_BILL_TRANSACTIONS_PRIV

   • Manage Project Contract Bill Transaction

     PJB_MANAGE_PROJECT_CONTRACT_BILL_TRANSACTION_PRIV

   • View Contract

     OKC_VIEW_CONTRACT_PRIV

   • Get Project Setups

     PJF_GET_PROJECT_SETUPS_PRIV

4. In the Permission Groups section, add these permission groups:

   • read:Project Contract Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractBillTransaction_read

   • read:Project Contract Billing Event Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractBillingEventBillTransaction_read

   • read:Project Contract Cost Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractCostBillTransaction_read

5. For each permission group, set the security view to Business Unit Access Rows and All Fields
6. In Data Security Policies, add this data security policy:
   • Grant on: Business Unit
     • Data Resource: Bill Transaction for table PJB_BILL_TRXS
     • Data Set: Select by Instance Set
     • Condition Name: Access to project contract bill transactions for table PJB_BILL_TRXS for the contract business units
     • Actions: View Project Contract Bill Transaction Data
7. In Role Hierarchy > Roles and Privileges, add this duty role:
   • Project Contract Invoice Management (ORA_PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY)
8. In Role Hierarchy > Roles and Permission Groups, add this duty role:
   • Project Contract Bill Transaction Assistant (ORA_PJB_PROJECT_CONTRACT_BILL_TRANSACTIONS_ASSISTANT_DUTY)

   • Project Inquiry (ORA_PJF_PROJECT_INQUIRY_DUTY)

9. Assign the custom role to the user.
10. Ensure that the user and the new custom role have the appropriate business unit data access.

Users With the Predefined Project Billing Specialist Role

Use these steps when the user already has the predefined Project Billing Specialist role or a custom role that’s an exact copy of the Project Billing Specialist role.

1. In the Security Console, create a custom role.
2. In the Basic Information section of the custom role, select Enable Permission Groups.
3. In Function Security Policies > Privileges, add this functional privilege:

   • View Contract

     OKC_VIEW_CONTRACT_PRIV

4. In the Permission Groups section, add these permission groups:

   • read:Project Contract Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractBillTransaction_read

   • read:Project Contract Billing Event Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractBillingEventBillTransaction_read

   • read:Project Contract Cost Bill Transaction

     oraErpCoreProjectBillingTransactions_ProjectContractCostBillTransaction_read

5. For each permission group, set the security view to Business Unit Access Rows and All Fields
6. In Role Hierarchy > Roles and Privileges, add this duty role:
   • Project Contract Invoice Management (ORA_PJB_PROJECT_CONTRACT_INVOICE_MANAGEMENT_DUTY)
7. In Role Hierarchy > Roles and Permission Groups, add this duty role:
   • Project Contract Bill Transaction Assistant (ORA_PJB_PROJECT_CONTRACT_BILL_TRANSACTIONS_ASSISTANT_DUTY)

   • Project Inquiry (ORA_PJF_PROJECT_INQUIRY_DUTY)

8. Assign the custom role to the user.
9. Ensure that the user and the new custom role have the appropriate business unit data access.