1 Feature Summary

Note:

Although this release has been branded as 19.2.000, it is based on the 19.2.001 service patch.

Column Definitions

• Feature: Provides a description of the feature being delivered.

• SR Number: Identifies the SR number associated with the feature, if any.

• Delivered: Identifies whether the feature is Enabled or Disabled upon initial delivery.

• Scale: Identifies the size of the feature. Options are:

  • Small: These UI or Process-based features are typically comprised of minor field, validation, or program changes. there fore, the potential impact to users is minimal.

  • Large: These UI or process-based features have more complex designs. therefor, the potential impact to users is higher.

• Customer Action Required: You must take action before these features can be used. these features are delivered disabled and you choose if and when to enable them.

Feature	Delivered	Scale	Customer Action Required?
Invoice Matching Security Updates	Disabled	Small	Yes

Invoice Matching Security Updates

Several updates were made to the definition of duties and privileges with this update. For Invoice Matching, a new document upload duty was created for the existing upload documents privilege. This duty was then mapped to the appropriate roles instead of directly mapping the privilege to the roles. The tables below outline the new and updated privileges and duties added in the solution since the last update.  Review the details of the duties and privileges and then follow the instructions outlined below to enable them in your implementation and add them to your user roles, as appropriate.

New/Updated Duties

Title	New/Update?	Base Role	Duty Description
UPLOAD_ DOCUMENTS_ DUTY	New	ACCOUNTS_PAYABLE_MANAGER_JOB, ACCOUNTS_PAYABLE_SPECIALIST_JOB, FINANCIAL_MANAGER_JOB, REIM_APPLICATION_ADMINISTRATOR_JOB, REIM_DATA_STEWARD_JOB	A duty for uploading documents. This duty was created to contain the existing Upload Documents Privilege.  As a standard we place all privileges in a duty and duties are then mapped to job roles.  Previously the Upload Documents Privilege was directly mapped to job roles.  Going forward this privilege will be contained in this new Upload Documents Duty and the Upload Documents Duty will be mapped to the appropriate job roles. This duty contains: UPLOAD_DOCUMENTS_PRIV

New/Updated Privileges

Title	New/Update?	Parent Duty	Privilege Description
UPLOAD_ DOCUMENTS_ PRIV	Update	The mapping of this privilege has been removed from the following job roles: ACCOUNTS_PAYABLE_MANAGER_JOB, ACCOUNTS_PAYABLE_SPECIALIST_JOB, FINANCIAL_MANAGER_JOB, REIM_APPLICATION_ADMINISTRATOR_JOB, REIM_DATA_STEWARD_JOB	UPLOAD_DOCUMENTS_PRIV will no longer be directly mapped to job roles.  The mapping of this privilege has been removed from the following job roles: ACCOUNTS_PAYABLE_MANAGER_JOB, ACCOUNTS_PAYABLE_SPECIALIST_JOB, FINANCIAL_MANAGER_JOB, REIM_APPLICATION_ADMINISTRATOR_JOB, REIM_DATA_STEWARD_JOB.  Instead this privilege was added to a new Document Upload Duty and this duty will be mapped to these job roles.

Customer Actions

Based on these new/updated duties and privileges, the following actions are required in the order described below in order to enable the features. If this update doesn't contain changes related to one of the steps below, it can be skipped and you can move to the next one. For more information on the workflows used to support the actions described below, see the Merchandising Administration Guide.

Step 1: Add New Duties

For each of the new duties listed above, follow these steps:

1. Select Settings > Security > Role Mappings

2. Click the Add Button or select Add from the Actions Menu.

3. Add the first new duty, including the name, and optionally the description in the popup displayed. Then click OK.

4. Repeat for all new duties listed above.

Step 2: Add New Duties to Roles

Each of the new duties should then be added to the roles that require the access as defined in the privileges above.

1. Select Settings > Security > Role Mappings

2. Selecting a role that will be assigned one or more of the duties.

3. For each role, click Select and Add and then select the duties you want to add to the role using the popup.

4. Repeat for each role where you want to add the new duties.

Step 3: Add Child Duties

For any new duty listed above that contains other duties, the child duty will also need to be mapped to the new duty using the below steps

1. Select Settings > Security > Role Mappings

2. Highlight the parent duty.

3. Click Select and Add and then select the duties you want to add to the role using the popup.

4. Repeat until you have added all child duties to the parent duties.

Step 4: Synchronize privileges with New Duties

Each new duty needs to have its privileges synchronized.

1. Select Settings > Security > Policy Patching

2. Select Sync with patch.

3. Under the base Policies tab, working through the duties one at a time, select the check box next to each of the corresponding privileges.

4. Click Copy to Custom and then select the duty

5. Repeat until you have synchronized each duty.

Note:

The copy to Custom option does not clear the check boxes that you have selected, so be sure to de-select the check boxes after each duty.

Step 5: Synchronize Modified Privileges

Each privilege that has had permissions changed from previous updates will need to be synchronized to update these permissions for the patch.

1. Select Settings > Security > Policy Patching

2. Select Sync with patch.

3. Under the base Policies tab, select the check box next to each of the corresponding privileges and click Sync.

4. Click Copy to Custom and then select the duty

5. Repeat for each privilege that has updated permissions.