Data Filtering

Oracle Retail Merchandising suite offers an optional layer of data filtering in the application user interface, which limits the data end users see by levels in the merchandise and organizational hierarchies. Whether or not this is used in your environment, it is controlled by a system option in Merchandising, which is also where all of the configuration for this functionality is managed.

This data level filtering is configured by assigning users to a data security group. The group then is assigned to the desired levels of the merchandise and organizational hierarchy. All users within a group will have similar access to a particular section of the merchandise or organizational hierarchy. For example, a group may be defined for a particular division, giving users across application job roles, access to the departments, classes, subclasses, and items in that division.

Within Allocation, there is no additional configuration needed. However, all Allocation users will need to be included in the user/group relationships configured in Merchandising so that they are able to access the data needed to perform their jobs. With data filtering enabled, users will only be able to add items that is part of the merchandise hierarchy to which they have been given data filtering access to an allocation. Likewise, users will only be able to add locations that are part of the organizational hierarchy to which they have been given data filtering access while creating an allocation.

When viewing or maintaining allocations, users will only be able to view and maintain those which have at least one item or location to which they have access. It is important to note that if a user has data filtering access to at least one item or location on an allocation, the user will have the ability to view and modify the entire allocation. If it is desired to not allow users to see allocations for items or locations for which they do not have data filtering access, the data should be created in such a way that users have data filtering access to all items and locations within a given allocation.

To implement data filtering, see Chapter 3, Data Security/Filtering in the Oracle Retail Merchandising Administration Guide.