Creating Roles and Granting to Users in Oracle Order Management – Shipping Execution
Roles and Grants to Users
Shipping Execution provides data access controls called roles that control users' access
to the Actions list and Tools menu in the Shipping Transactions form and the
Quick Ship window. Roles also control ship confirm error and warning messages
for breaking ship sets, missing inventory controls, and breaking proportionality
of ship model complete. Roles are assigned to users using grants that control access to
view or edit specific shipping data or actions.
After you have defined a role you can assign it to a user through a
grant. A grant defines both the user's role and related information about the
grant including the date, and the organization(s) to which the grant applies.
Shipping Execution enables you to define new roles
by selecting the data access controls that you want. You can define a new role
by:
- Copying an existing role: An
existing role can be copied to create a new role. The copied role has the
same data access privileges of the original, but if desired, these
privileges can be edited for the new role. Save the new role with a
different name than the original.
- Manually defining a new
role: You can create a new role in the Shipping Execution Role Definition
window by selecting the data access controls to trips, stops, lines, and
deliveries. Save the new role with a unique name.
To define a new role:
- Navigate to the Shipping Execution Role Definition window.
Navigation: Oracle Order Management > Setup > Shipping > Grants and Role Definitions > Define Roles
Shipping Execution Role Definition
Window
- Enter the Name of the role.
- Enter a Description for the
role.
- In the Trips tab, in the
Data Access field, select:
- Edit to provide edit access
for the trip records
- View to provide view-only
access for the trip records
- None to disable access and
actions
- Enable each action that you want the user to have permission to perform.
- Select the Stops tab.
Shipping Execution Role Definition
Window - Stops Tab
- In the Data Access field,
select:
- Edit to provide edit access
to the stop records
- View to provide view-only
access to the stop records
- None to provide no access
to the stop records
- Enable each action that you want the user to have permission to perform.
- Select the Deliveries tab.
Shipping Execution Role Definition
Window - Deliveries Tab
- In the Data Access field,
select:
- Edit to provide edit access
to the delivery records
- View to provide view-only
access to the delivery records
- None to provide no access
to the delivery records
- Enable each action that you want the user to have permission to perform.
- Select the Lines/LPNs tab.
Shipping Execution Role Definition
Window - Lines/LPNs Tab
- In the Data Access field,
select:
- Edit to provide edit access
to the lines/LPNs records
- View to provide view-only
access to the lines/LPNs records
- None to provide no access
to the lines/LPNs records
Note: The delivery
records also include delivery legs and packing slips.
- Enable each action that you want the user to have permission to perform.
- Select the General tab.
Shipping Execution Role Definition
Window - General Tab
- Enable each action that you
want the user to have permission to perform.
- Select the Message tab.
Shipping Execution Role Definition
Window - Message Tab
The Message tab enables you to
configure ship confirm messages for Breaking Proportionality of Ship Model
Complete, Breaking Ship Sets, and Missing Inventory Controls.
- From the Activity list of
values, select Ship Confirm.
- For each Message, select
either Error or Warning depending on your business needs.
Note: The System Defaults
are Warning for each Message.
- Save your work.
Granting
a Role to a User
You can grant a
user a role in one organization or all organizations for a period of time. The
role is assigned to a user by a grant.
The grant is specific to a particular user and defines the role(s) assigned to the
user, the organization where the grant is effective, the start date and
optionally, an end date.In addition, the grant has the following requirements:
·
A grant may or may not have one inventory organization selected.
·
Many grants can be assigned for each role.
·
A user can have one or more grants. If the user does not have
any grant (expired, effective, or future), the default is view-only access to
all organizations. If the user has grants, the user's access is controlled by
the effective grants. If there are overlapping grants in the same organization
or an intersection of grant date ranges, the union of grant privileges controls
the user's access.
·
A grant cannot be designated as the default grant.
Warehouse Organization
A grant can have one or all inventory organizations. If an organization is not specified, the grant is applicable to all organizations.
For example, you can use grants to prevent a shipping clerk from assigning freight costs or planning a delivery in one or all organizations.
To grant a role to a user:
1. Navigate to the
Shipping Execution Grants window.
Navigation: Oracle Order Management > Setup > Shipping > Grants and Role Definitions > Grants
Shipping Execution Grants Window
2. In the User field,
select the user's name.
3. In the Role field,
select the role that you want assigned to the user.
Note: To view the available
privileges for a selected role, click Edit Role to display the Shipping
Execution Role Definition window.
4. In the Org field,
select the organization to which the grant is assigned (optional). A user can
be assigned only role per warehouse (organization). However, you can assign a
different role to a different warehouse.
5. In the Start Date
field, enter the date that you want the role to start.
6. In the End Date field,
enter the date that you want the role to end. If you do not want the role to
end, leave the field blank.
Once the grant is saved, only the end date can be updated.
However, the date cannot be updated once it has expired.
7. Save your work to
activate the role.
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