Allow Users to Close Case Folders

Set up Order Management to allow your users to review customer credit and approve the case folder.

In most organizations, the person who books sales orders and views them go on credit check hold doesn't sign in with the privileges that allow them to review customer credit or approve the case folder. However, some users, such as an order manager, might need to review and approve.

For details about case folders and the set ups you must do to use them, see Implementing Receivables Credit to Cash and Using Receivables Credit to Cash.

This topic uses predefined job roles. You must create your own job roles, depending on your security requirements. For details, see Privileges That You Need to Implement Order Management.

In this example, you will allow user Aaron Holmes to close case folders.

Assign a role to your user that allows the user to view and approve credit.

For details, see Oracle Credit Management User Guide.
Make sure you have the privileges that you need to administer users and security.
Go to the Setup and Maintenance work area, then go to the task.
- Offering: Order Management
- Functional Area: Users and Security
- Task: Manage Job Roles
  
  The Security Console displays the Roles page after you click Manage Job Roles. For details, see Securing SCM.
Add your user to the Credit Manager job role.
- On the Roles page, search for, then open the Credit Manager job role.
- Click Actions > Copy Role.
- In the Copy Options dialog, click Copy Top Role and Inherited Roles > Copy Role.
- On the task-based page that displays, click Next four times until Users is the active step on the task line.
- On the Copy Role Credit Manager Custom Users page, click Add User.
- In the Add User dialog, in the search window, enter the predefined user ar_mgr_operations, then click Search.
  
  If you don't use a predefined user, but instead create your own user, then make sure the user includes a role that allows the user to close case folders.
- In the search results, click the row that contains Aaron Holmes, the user you must add, then click Add User to Role > Cancel.
- Confirm that the Copy Role Credit Manager Custom Users page displays the user you just added, then click Next > Submit and Close.

Import the user and role.

Go to the Scheduled Processes work area.
On the Scheduled Processes page, click Schedule New Process.
In the Schedule New Process dialog, click the down arrow, search for Import User and Role Application Security Data, then click OK > OK. For details, see Configure the Security Console.
In the Process Details dialog, click Submit.

On the Scheduled Processes page, click Actions > Refresh.

Repeat until this value displays for your scheduled process.

Attribute	Value
Status	Succeeded

Sign out of Order Management.