ERP Cloud Procurement Module User Guide

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Roles for Implementation

 
We recommend the following lowest-level privileges exist in each user’s permissions when implementing and rolling the Integrator out to users on your PRODUCTION instance:
 
Required Roles
 
Integrator
Roles/Privileges
Standard Purchase Orders
1) Add the privileges:
 
Manage Purchase Order by Web Service
(PO_MANAGE_PURCHASE_ORDER_WEB_SERVICE_PRIV)
 
Manage Application Flexfield Value Set
(FND_APP_MANAGE_FLEXFIELD_VALUE_SET_PRIV)
 
Access Mobile CRM
(ZMS_MOBILE_ACCESS_PRIV)
 
Override Purchase Order Sold To Legal Entity (PO_OVERRIDE_PO_SOLD_TO_LEGAL_ENTITY_PRIV)
 
Override Purchase Order Bill To Business Unit (PO_OVERRIDE_PO_BILL_TO_BU_PRIV)
 
2) Add the role:
 
Purchase Order Viewing Using REST Service (ORA_PO_USE_REST_SERVICE_VIEW)
Cancel Purchase Orders
1) Add the privilege:
 
Manage Purchase Order by Web Service
(PO_MANAGE_PURCHASE_ORDER_WEB_SERVICE_PRIV)
 
2) Add the role:
 
Purchase Order Viewing Using REST Service (ORA_PO_USE_REST_SERVICE_VIEW)
Close Purchase Orders
1) Add the privilege:
 
Manage Purchase Order by Web Service
(PO_MANAGE_PURCHASE_ORDER_WEB_SERVICE_PRIV)
 
2) Add the role:
 
Purchase Order Viewing Using REST Service (ORA_PO_USE_REST_SERVICE_VIEW)
Purchase Requisitions
1) Add the privileges:
 
Create Requisition with Quick Entry (POR_CREATE_REQUISITION_ALLOW_QUICK_ENTRY_PRIV)
 
Manage Application Flexfield Value Set
(FND_APP_MANAGE_FLEXFIELD_VALUE_SET_PRIV )
 
Access Mobile CRM
(ZMS_MOBILE_ACCESS_PRIV)
 
Search Procurement Agent by Web Service (PO_SEARCH_PRC_AGENT_WEB_SERVICE_PRIV)
 
2) Add the role:
 
Advanced Procurement Requester (ORA_POR_ADVANCED_PROCUREMENT)
 
Optional Roles
 
Integrator
Roles
Standard Purchase Orders
Import Purchasing Document Bypassing Approval
(PO_BYPASS_PURCHASE_ORDER_APPROVAL_PRIV)
    
Only if using the ‘Bypass Approval’ Approval Action.
 
Contact your Oracle ERP Cloud System Administrator to assign the following duties and privileges to each user.
 
For information and tips on setting up and assigning roles, refer to the Role Setup section in the Installation Documentation.
 
Additional Oracle documentation on Assigning Roles using the Security Console.