Create Data Roles for Business Units

This example will show a case where a user creates a Business Unit but no data roles are created so they have to create and assign them manually. The various stages will be broken down into the following headings:

  • Create Basic Business Unit (BU)
  • Check if BU Data Roles have been created
  • Create Data Roles
  • Synchronize Oracle Identity Manager (OIM) with Authorization Policy Manager (APM)
  • Assign Data Roles to Login User
  • Check Access to BU


 
Create Basic Business Unit (BU)

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After picking the ‘Define Business Units’ task list create Business Unit. Then save and close. Note This user has created a new default set called ‘NC_BU110S’. It will hold any new set_id data used by the BU ‘NC BU110’.
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Once the initial BU has been created Business Functions need to be assigned. Assigning functions to a BU should automatically create the related data role. In the above example the user is assigning Receivable functionality to a BU named ‘NC BU110’.


 
Check if BU Data Roles have been created

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Check if the BU is available to pick when configuring the relevant module. In this worked example the user has chosen the receivable functionality. If they cannot pick ‘NC BU110’  when configuring the receivables system options then it’s likely the relevant data role has either not been created or not assigned.
To check if the data role exists log into the Authorization Policy Manager (APM) module. Under the ‘Authorization Management’ tab click on the Search External Roles.
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For the basic BU setup there should be two data roles created under the ‘Financial Application Administrator’ role. One will be for the basic BU access and the other for the BU set_id access. In the above case neither role has been created ‘NC BU100’ BU.
For each functionality there will be additional roles required. An example will be shown in the latter steps of this document.


 
Create Data Roles

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To create a data role the user first needs to search and pick the relevant data role template.
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There are two templates used for the minimum BU usage these are:
FinancialsFunBusinessUnit = used for basic BU setup
FinancialsFunSetIdFinancialsFunSetId = BU SetId usage
In this example as we have assign receivable functionality there should be 2 additional templates which are:
BillingRevMgtandCustPayment = Basic AR setup
FinancialsArSetIdFinancialsArSetId = AR SetId
Once the correct template is shown the user needs to highlight the required template then click on open.
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Once the template has been opened the user can view existing data roles. If they want to create new roles then they need to click on ‘Generate Roles’ as shown above.
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Once the ‘Generate Roles’ has completed the user can click on ‘refresh role’ under ‘valid roles’, In the above example it shows a data role for basic BU usage has been successfully created – ‘FUN_FINANCIAL_APPLICATION_ADMINISTRATOR_JOB_NC BU110’.
When the FinancialsFunSetIdFinancialsFunSetId template is used it will create set_id data role called ‘FUN_FINANCIAL_APPLICATION_ADMINISTRATOR_JOB_NC BU110S’.
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As this example is using receivables functionality when the template FinancialsArSetIdFinancialsArSetId is used to generate data roles then all AR roles will have a set_id role created for them. As as shown above.


 
Synchronize Oracle Identity Manager (OIM) with Authorization Policy Manager (APM)

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Once the data roles have been successfully created in APM they then need to be copied over to OIM. To do this you can either run ‘LDAP Role Create and Update Full Reconciliation’ or ‘LDAP Role Create and Update Reconciliation’ program. To run either program you will need to go into OIM and click on the ‘Advance’ icon as shown above.
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Once in OIM’s Advance Administration section pick the ‘System Management’ tab then select either of the LDAP reconciliation scheduled jobs. Now double click on the chosen job to open up it’s parameters.
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After opening the parameters section of the job click on ‘Run Now’. This will then copy all the successfully created data roles from APM into OIM.  The next step will to assign these data roles to a login user.


 
Assign Data Roles to Login User

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When in OIM under the ‘Administration’ tab click on the users ‘Advance Search -Users’ section.
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In this example the user would like the login user ‘fin_superuser’ to be able to use the BU ‘NC_BU110’. Therefore they will need to assign these roles to this login user. Once the user has found ‘fin_superuser’ they will need to pick this user in the research results field then click on open.
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Once the user is in the required login user. Here it is showing the ‘FIN_SUPERUSER’ tab. Then click on the assign icon to pick which roles you want assigned.
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The above example shows the user assigning basic BU access data role for BU ‘NC BU110’ to the login user ‘FIN_SUPERUSER’.
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As the user has assigned Receivable functionality to this BU they also need to assign the AR roles ,such as the ‘AR_BILLING_MANAGER’, to this login user.


 
Check Access to BU

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To show the user now has access to the newly created  ‘NC BU110’ BU they can go to any AR configuration step to see if this BU is available in the LOV. Here the user has chosen the ‘Receivable Activities’ task.
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The data roles have correctly been created and assign as they are now able to pick BU ‘NC BU110’.

Difference between jobs and positions

What’s the job and position?

Oracle HRMS provides flexible work structures to represent the ongoing responsibilities and functions that an organization must carry out in order to meet its goals. Jobs and positions are placeholders in your enterprise model representing roles, which enable you to distinguish between tasks and the individuals who perform those tasks. Oracle HRMS uses jobs to represent the duties people perform and the required skills, for example:

  • Professor

  • Developer

  • Accountant

Positions represent a specific instance of a job, such as:

  • Assistant Professor of Sociology

  • Senior Software Developer

  • Payroll Accountant

A clear conceptual model of your enterprise helps you to optimize your workforce. Jobs and positions are key components of that model. The flexibility of jobs and positions enables you to model your enterprise accurately. Use jobs or positions (in combination with organizations, assignments, grades, salaries, and other HR structures) to manage your workforce in a manner consistent with the way you do business.

How to select job or position control for your enterprise?

As you implement your enterprise model, one of the earliest decisions you face is whether to use jobs, positions, or a combination of both. You can use Oracle HRMS to define required skills and valid grades for either one. Enterprises fall into one of three general categories:

  • Rule-based

  • Project-based

  • Hybrid

If your organization is a rule-based enterprise, you regulate employment, roles, and compensation according to strict policies and procedures. Fixed roles tend to endure over time, surviving multiple incumbents. You manage roles rather than individuals. Examples include government, higher education, and health care. Rule-based industries, where roles continue to exist after individuals leave, typically model the enterprise using positions.

If your organization is a project-based enterprise, such as a construction or software company, you require the flexibility to assign people to new projects or organizations on a regular basis. You manage people and their skill sets, rather than fixed roles. This requires the flexibility to match competencies to tasks quickly and easily. Project-based organizations, where roles end when individuals complete a project, typically model the enterprise using jobs.

If your organization is a hybrid enterprise, you assign some individuals to fixed roles, and others to multiple projects. This is typical of large manufacturing or corporate enterprises. Hybrid enterprises such as these model the enterprise using both jobs and positions.