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 is controlled by a system option in Merchandising, which is also where all 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 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 Invoice Matching, there is not any additional configuration needed. However, all Invoice Match 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. Invoice Match is also unique in that only makes use of the organizational hierarchy for data filtering.

With data filtering enabled, users will only be able to access documents for locations that are part organizational hierarchy to which they have been given data filtering access. When a user has access to a document, they have full access to all items which could be included on the document without regards to their merchandise hierarchy data filtering access.

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