Privileges That You Need to Implement Order Management

You need privileges to access the web services that Order Management uses to communicate with other systems.

Note: This topic describes predefined job roles and duty roles to illustrate how job roles, duty roles, and privileges work together. However, you must create your own roles to meet your specific requirements. For details, see Guidance for Assigning Predefined Roles and Security Reference for Order Management.

You must make sure the job roles that you create can reference the duty roles that Order Management needs.

A job role allows each user to access the application features that the user needs to do their job in their organization, and to access the data that these features reference. Here are some example, predefined job roles.
- Order Entry Specialist
- Order Manager
- Order Administrator
A duty role is a group of functions and privileges that represent one duty of a job. Each duty role is specific to an application.

Assume one of your users releases a sales order for shipping. The job role that this user uses references the duty roles that allow Order Management to call the shipping system and to receive details about the shipment from the shipping system. For example:

Shipment Request Processing Web Service Duty
Orchestration Order Shipping Web Service Duty

Identify the Privileges That You Need

Get details about the privileges that you need to do various administrative set up and run time tasks, and end user tasks in Oracle Order Management, Oracle Pricing, Oracle Global Order Promising, Oracle Supply Chain Orchestration, and Oracle Configurator.

Privileges control the work areas that you can access. They also control the elements that you can see and use, and the data that you can create, read, update, or delete in work areas and during import through channels.

Predefined job roles have many of the privileges that you need to fulfill each role. However, you must not use a predefined job role. Instead, you can create a copy of a predefined role, then modify the copy to meet your needs.

If you don't have all the privileges you need, you might still be able to access a work area but not see or use specific elements or tasks. You might be able to see some but not all data, or no data at all. So, if you copy a predefined job role and then edit it, you need to make sure you don't delete the privileges that your users need to fulfill their job function.

Try it.

Get the privileges that you need to use the security console.
Go to the Security Console work area.

Search for the job roles and privileges that you need. Here are some tips.

I Need Privileges To	Search For
Administer Oracle Order Management	DOO_ ORA_DOO_ORDER_ADMINISTRATOR_JOB
Use Oracle Order Management	FOM_ ORA_FOM_ORDER_ENTRY_SPECIALIST_JOB
Administer Oracle Pricing	QP_ ORA_QP_PRICING_ADMINISTRATOR_JOB
Administer or Use Global Order Promising	MSP_
Administer or Use Supply Chain Orchestration	DOS_
Administer Configurator Models	CZ_

Examine the search results. The Order Administrator job role has over 100 privileges. For example, here are 10 of them:
- DOO_ADMINISTER_JEOPARDY_THRESHOLD_DEFINITION_PRIV
- DOO_ADMINISTER_ORCHESTRATION_INFRASTRUCTURE_JEOPARDY_THRESHOLD_DEFINITION_PRIV
- DOO_ADMINISTER_ORCHESTRATION_INFRASTRUCTURE_WEB_SERVICE_SOURCING_RULE_PRIV
- DOO_ADMINISTER_TASKS_FOR_OPTIN_FEATURES_PRIV
- DOO_ADMINISTER_WEB_SERVICE_SOURCING_RULE_PRIV
- DOO_APPLY_ORCHESTRATION_ORDER_FULFILLMENT_LINE_HOLD_PRIV
- DOO_APPLY_ORCHESTRATION_ORDER_HOLD_PRIV
- DOO_APPLY_ORCHESTRATION_ORDER_LINE_HOLD_PRIV
- DOO_ASSIGN_ORCHESTRATION_ORDER_LINE_TO_PROCESS_PRIV
- DOO_CANCEL_ORCHESTRATION_ORDER_TASKS_PRIV
Each privilege gives you access to some specific functionality. For example, DOO_APPLY_ORCHESTRATION_ORDER_HOLD_PRIV allows you to apply a hold on a sales order.

For more, see Order Management Offering.

Predefined Job Roles

Some job roles come predefined with Order Management.

Job Role	Responsibilities
Order Entry Specialist	Create new sales orders, update existing sales orders, and create return sales order. Create sales orders in the Order Management work area or modify sales orders that you import from a source system. Monitor order fulfillment. Work directly with customers who purchase items. This job role includes duty roles. FSCM Load Interface Administration Duty Item Inquiry Duty
Order Manager	Manage sales orders that you create in the Order Management work area or that you import from a source system. Makes sure Order Management submits each sales order so it can proceed to order fulfillment. Approve sales orders that require approval. Work with other professionals in your organization, such as pricing administrator, customer contract manager, credit manager, and accounts receivable manager, to help determine set up requirements and troubleshoot problems. This job role includes duty roles. Orchestration Order Monitoring Duty Orchestration Order Management Duty Orchestration Order Scheduling Duty
Order Administrator	Set up and maintain Oracle Order Management so it supports order entry and order fulfillment. Set up rules, policies, constraints, and so on. For example, set up defaulting rules, order entry preferences, order entry privileges, orchestration processes, change order rules, process planning, jeopardy conditions, order statuses, and hold definitions. Set up orchestration. Each of these job roles include duty roles. Orchestration Order Administration Duty Orchestration Infrastructure Administration Duty

Job Role

Responsibilities

Order Entry Specialist

Create new sales orders, update existing sales orders, and create return sales order.
Create sales orders in the Order Management work area or modify sales orders that you import from a source system.
Monitor order fulfillment.
Work directly with customers who purchase items.

This job role includes duty roles.

FSCM Load Interface Administration Duty
Item Inquiry Duty

Order Manager

Manage sales orders that you create in the Order Management work area or that you import from a source system. Makes sure Order Management submits each sales order so it can proceed to order fulfillment.
Approve sales orders that require approval.
Work with other professionals in your organization, such as pricing administrator, customer contract manager, credit manager, and accounts receivable manager, to help determine set up requirements and troubleshoot problems.

This job role includes duty roles.

Orchestration Order Monitoring Duty
Orchestration Order Management Duty
Orchestration Order Scheduling Duty

Order Administrator

Set up and maintain Oracle Order Management so it supports order entry and order fulfillment.
Set up rules, policies, constraints, and so on. For example, set up defaulting rules, order entry preferences, order entry privileges, orchestration processes, change order rules, process planning, jeopardy conditions, order statuses, and hold definitions.
Set up orchestration.

Each of these job roles include duty roles.

Orchestration Order Administration Duty
Orchestration Infrastructure Administration Duty

Duty Roles

Duty roles allow Order Management to communicate with a system that resides outside of Order Management. The Description column describes the communication that the web service provides.

Duty Role	Description
Order Orchestration Decomposition Web Service Duty	Communicate with source systems so Order Management can separate source orders during transformation.
Orchestration Order Activity Management Web Service Duty	Communicate with a fulfillment system that can process an activity.
Orchestration Order Billing Web Service Duty	Communicate with a system that processes the billing for each sales order.
Orchestration Order External Integration Web Service Duty	Allow a system that resides outside of Oracle Order Management to call Oracle Order Management.
Orchestration Order Fulfillment Web Service Duty	Allow a fulfillment system to send status updates to Order Management through a task service.
Orchestration Order Inquiry Web Service Duty	Extract order details from a sales order.
Orchestration Order Receiving Web Service Duty	Receive a return for a sales order.
Orchestration Order Shipping Web Service Duty	Process the shipment of a sales order.
Orchestration Order Template Web Service Duty	Allow a fulfillment system to send status updates for fulfillment tasks through a task service.

Job Roles That You Use to Administer Order Management

The predefined Order Administrator job role can do most set ups. The job roles that are available to you depend on how you set up security for your organization. Some organizations create a super user that allows you to access a variety of Oracle Application work areas. Other organizations prefer to keep this access separate, depending on your organization's security goals.

Here are some predefined roles and the work areas that they can access.

Work Area	Job Role	Details
Product Information Management	Product Manager	Security Reference for Product Management
Order Promising	Order Administrator	Security Reference for Order Management
Inventory Management	Inventory Manager	Security Reference for Manufacturing and Supply Chain Materials Management
Work Definitions	Manufacturing Engineer	Security Reference for Manufacturing and Supply Chain Materials Management
Suppliers	Supplier Manager	Security Reference for Oracle Procurement Cloud
Purchase Orders	-	Security Reference for Oracle Procurement Cloud
Shipping	Shipping Agent	Security Reference for Order Management
Financials offering in the Setup and Maintenance work area. For example, to integrate Order Management with Oracle Receivables.	Financial Application Administrator	Security Reference for Financials
Accounts Receivable	Accounts Receivable Manager	Security Reference for Financials

Other Roles and Privileges

What You Need to Do	Description
Integrate Order Management with Global Trade Management	The DOO_MANAGE_ORCHESTRATION_ORDER_TRADE_COMPLIANCE_INTERFACE_WEB_SERVICE privilege can set up the integration. For details, see Integrate Order Management with Global Trade Management.
Limit access in Oracle Transactional Business Intelligence to the Order Management, Fulfillment Lines Real Time subject area.	The Order Transaction Analysis Duty and Orchestration Process Transaction Analysis Duty role can access this functionality.
Use the Create Document action. For example, go to the Order Management work area, then, on the Create Order page, click Actions > Create Document > View.	Make sure you have the FOM_PRINT_ORDER_PRIV_OBI privilege. It allows you to use the Create Document action. The predefined Order Entry Specialist job role and the Order Manager job role include this privilege.

What You Need to Do

Description

Integrate Order Management with Global Trade Management

The DOO_MANAGE_ORCHESTRATION_ORDER_TRADE_COMPLIANCE_INTERFACE_WEB_SERVICE privilege can set up the integration.

For details, see Integrate Order Management with Global Trade Management.

Limit access in Oracle Transactional Business Intelligence to the Order Management, Fulfillment Lines Real Time subject area.

The Order Transaction Analysis Duty and Orchestration Process Transaction Analysis Duty role can access this functionality.

Use the Create Document action. For example, go to the Order Management work area, then, on the Create Order page, click Actions > Create Document > View.

Make sure you have the FOM_PRINT_ORDER_PRIV_OBI privilege. It allows you to use the Create Document action. The predefined Order Entry Specialist job role and the Order Manager job role include this privilege.