ERP Cloud Finance Module User Guide

Integrator Privileges

The web services used by our Integrators require Oracle privileges to operate*. All privileges are predefined by Oracle, and you only need to assign the privileges related to the Integrator you wish to use.

For a step-by-step guide on assigning privileges, refer to the Assign Oracle Privileges section of our installation guide.

Important - To use any Integrator, two additional privileges are needed on top of the Integrator specific privileges listed below. See the “Required for any Integrator” section in the table for these privileges.

Integrator	Privilege Name and Code	Purpose
Required for any Integrator	Access Mobile CRM ZMS_MOBILE_ACCESS_PRIV	Provides the Upload Action lists of values such as ‘Create’ Update’ etc.
Required for any Integrator	Manage Application Flexfield Value Set FND_APP_MANAGE_FLEXFIELD_VALUE_SET_PRIV	Retrieves value set values and display them as lists of values.
Payables Invoices Integrator	Create Payables Invoice AP_CREATE_PAYABLES_INVOICE_PRIV	Enables Upload and Download of Payables Invoices Note, this privilege must be assigned under the ‘Role Hierarchy section of your Custom Job Role.
	Maintain Incentive Compensation Participant Detail CN_MAINTAIN_INCENTIVE_COMPENSATION_PARTICIPANT_DETAIL_PRIV	List of values for Currencies and Territories.
	View Fixed Asset Books FA_VIEW_FIXED_ASSET_BOOKS_PRIV	List of values for Fixed Asset Books.
	View Purchasing Document List of Values using REST Service PO_VIEW_PURCHASING_DOC_LOV_REST_SERVICE_PRIV	List of values for Purchase Orders.
	View Supplier List of Values Using REST Service POZ_VIEW_SUPPLIER_LOV_REST_SERVICE_PRIV	List of values for Suppliers.
	Verify Tax Configuration ZX_VERIFY_TAX_CONFIGURATION_PRIV	List of values for relevant Tax areas.
Holds and Releases Integrator	Create Payables Invoice AP_CREATE_PAYABLES_INVOICE_PRIV	Enables Upload and Download of Payables Invoices Note, this privilege must be assigned under the ‘Role Hierarchy section of your Custom Job Role.
Holds and Releases Integrator	View Supplier List of Values Using REST Service POZ_VIEW_SUPPLIER_LOV_REST_SERVICE_PRIV	List of values for Suppliers.
Receivables Invoices Integrator	Create Receivables Invoice AR_CREATE_RECEIVABLES_INVOICE_PRIV	Enables Upload and Download of Receivables Invoices Note, this privilege must be assigned under the ‘Role Hierarchy section of your Custom Job Role.
Receivables Invoices Integrator	Verify Tax Configuration ZX_VERIFY_TAX_CONFIGURATION_PRIV	List of values for relevant Tax areas.
On Account Credit Memo Integrator	Create Receivables Invoice AR_CREATE_RECEIVABLES_INVOICE_PRIV	Enables Upload and Download of Receivables Invoices Note, this privilege must be assigned under the ‘Role Hierarchy section of your Custom Job Role.
On Account Credit Memo Integrator	Verify Tax Configuration ZX_VERIFY_TAX_CONFIGURATION_PRIV	List of values for relevant Tax areas.
Suppliers Integrator	Maintain Supplier POZ_MAINTAIN_SUPPLIER_PRIV	Create and/or update Supplier records. Note, this privilege must be assigned under the ‘Role Hierarchy’ section of your Custom Job Role.
	View Supplier POZ_VIEW_SUPPLIER_PRIV	Enables the Download of Supplier Information. Note, this privilege must be assigned under the ‘Role Hierarchy section of your Custom Job Role.
	Verify Tax Configuration ZX_VERIFY_TAX_CONFIGURATION_PRIV	List of values for relevant Tax areas.
	Products and Services Categories POR_VIEW_BROWSING_CATEGORIES_LOV_REST_SERVICE_PRIV EGP_GET_ITEM_CATEGORY_REST_PRIV	List of Values for the ‘Category Name’ column. List of Values for the ‘Category Name Purchasing’ column.
	Supplier Profile Management Using REST Service ORA_POZ_USE_REST_SERVICE_MANAGE_SUPPLIER_PROFILE	Create and/or update Supplier Addresses, Contacts, Business Classifications, Products and Services, Sites, and Site Assignments. Note, because it is an Aggregate Privilege, it can only be added through role hierarchy (step 4) rather than function security policies.
Customers Integrator	Party Organizations HZ_ENTER_TRADING_COMMUNITY_ORGANIZATION_INFORMATION_PRIV HZ_UPDATE_TRADING_COMMUNITY_ORGANIZATION_PRIV HZ_VIEW_TRADING_COMMUNITY_ORGANIZATION_PRIV	Create and/or update Party Organization records Download Party Organization Information
	Party Persons HZ_ENTER_TRADING_COMMUNITY_PERSON_PRIV HZ_UPDATE_TRADING_COMMUNITY_PERSON_PRIV HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV	Create and/or update Party Person records Download Party Person Information
	Customer Accounts HZ_ENTER_CUSTOMER_ACCOUNT_PRIV HZ_UPDATE_CUSTOMER_ACCOUNT_PRIV HZ_VIEW_CUSTOMER_ACCOUNT_PRIV	Create and/or update Customer Account records Download Customer Account Information
	Customer Profiles AR_CREATE_CUSTOMER_PRIV	Create and/or update Customer Profiles for Account and Site levels
	Contacts, Relationships and Contact Assignments HZ_ENTER_CUSTOMER_ACCOUNT_RELATIONSHIP_PRIV HZ_ENTER_CUSTOMER_ACCOUNT_PRIV HZ_UPDATE_CUSTOMER_ACCOUNT_PRIV HZ_VIEW_CUSTOMER_ACCOUNT_RELATIONSHIP_PRIV	Create Customer Account/Site Relationships Assign Contacts to Customer Accounts/Sites Update Customer Account/Sites Download Customer Account/Site Relationships
	Contact Responsibilities HZ_ENTER_CUSTOMER_ACCOUNT_CONTACT_RESPONSIBILITY_PRIV HZ_VIEW_CUSTOMER_ACCOUNT_CONTACT_RESPONSIBILITY_PRIV	Create and/or update Contact Responsibility records Download Contact Responsibility Information
	Addresses HZ_UPDATE_TRADING_COMMUNITY_ORGANIZATION_PRIV HZ_ENTER_TRADING_COMMUNITY_PERSON_ADDRESS_PRIV HZ_VIEW_TRADING_COMMUNITY_PERSON_ADDRESS_PRIV	Create and/or Customer Address records Download Customer Person Address Details
	Sites HZ_CREATE_CUSTOMER_ACCOUNT_SITE_PRIV HZ_CORRECT_CUSTOMER_ACCOUNT_SITE_PRIV HZ_VIEW_CUSTOMER_ACCOUNT_SITE_PRIV	Create and/or update Customer Account Sites Download Customer Account Site Information
	Site Purposes HZ_ADD_CUSTOMER_ACCOUNT_SITE_USE_PRIV HZ_VIEW_CUSTOMER_ACCOUNT_SITE_USE_PRIV HZ_ADD_TRADING_COMMUNITY_PERSON_ADDRESS_USE_PRIV HZ_UPDATE_TRADING_COMMUNITY_PERSON_ADDRESS_USE_PRIV	Create and/or update Customer Account Site Purposes Download Customer Account Site Purpose Information Create and/or update Person Site Purpose
	Contact Points HZ_ADD_CUSTOMER_ACCOUNT_CONTACT_PRIV HZ_UPDATE_CUSTOMER_ACCOUNT_CONTACT_PRIV HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV	Create and/or update Customer Contact Points at Account and Site levels. Download Contact Point information.
	Party Information HZ_VIEW_TRADING_COMMUNITY_ORGANIZATION_PRIV HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV	List of Values for ‘Party Country’ column.
Asset Additions	Access FSCM Integration Rest Service FUN_FSCM_REST_SERVICE_ACCESS_INTEGRATION_PRIV Plus, an Asset role (i.e. Asset Accountant) that is secured on a Book	Create and Download Assets.
Asset Adjustments	Access FSCM Integration Rest Service FUN_FSCM_REST_SERVICE_ACCESS_INTEGRATION_PRIV Plus, an Asset role (i.e. Asset Accountant) that is secured on a Book	Download and Update Asset Descriptive and Financial Details.
Asset Assignment Transfers	Access FSCM Integration Rest Service FUN_FSCM_REST_SERVICE_ACCESS_INTEGRATION_PRIV Plus, an Asset role (i.e. Asset Accountant) that is secured on a Book	Create Transfers.
Supplier Payment Details Integrator	IBY_MANAGE_EXTERNAL_PAYEE_PAYMENT_DETAILS_PRIV	Allows management of external payee payment details.
	IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV	Allows update of external bank accounts.
	IBY_MANAGE_PAYMENT_INSTRUMENT_ASSIGNMENT_PRIV	Allows creation of payment instrument assignment.
Supplier Bank Accounts Integrator	View Trading Community Organization HZ_VIEW_TRADING_COMMUNITY_ORGANIZATION_PRIV View Trading Community Person HZ_VIEW_TRADING_COMMUNITY_PERSON_PRIV	List of values for Countries.
	Maintain Incentive Compensation Participant Detail CN_MAINTAIN_INCENTIVE_COMPENSATION_PARTICIPANT_DETAIL_PRIV	List of values for Currencies.
	View Bank CE_VIEW_BANK_PRIV	List of values for Banks.
	View Bank Branch CE_VIEW_BANK_BRANCH_PRIV	List of values for Bank Branches.
	View Supplier POZ_VIEW_SUPPLIER_LOV_REST_SERVICE_PRIV	List of values for Suppliers.
	Manage Third Party Bank Account IBY_MANAGE_THIRD_PARTY_BANK_ACCOUNT_PRIV	Allows update of external bank accounts.
	Manage Payment Instrument Assignment IBY_MANAGE_PAYMENT_INSTRUMENT_ASSIGNMENT_PRIV	Allows creation of payment instrument assignment.
Receivables Receipts Integrator	Create Receivables Receipt AR_CREATE_RECEIVABLES_RECEIPT_PRIV	Create Receivables and Miscellaneous receipts manually.
Receivables Receipts Integrator	Manage Receivables Receipt AR_MANAGE_RECEIVABLES_RECEIPT_PRIV	Manage a Receivables receipt, e.g. update, apply and unapply

*More4apps assumes you will have granted roles (data, duty, job, abstract etc.), to allow your users to access the functionality in ERP Cloud.

The above privileges added to a custom job role, and assigned to your users, will allow access to the required web services for the More4apps products.

Sections:

Enabling BI Report Downloads

Restriction of Integrators (Optional)

Logging In

Generating a New Sheet

Populating the Sheet

Upload Action Columns

Support Demo