5117723, 644 Pat Document 745420.1 Copyright(c) 2023, Oracle Al rights reserved, Oracle Confident How To Setup and Verify eBS MO/MOAG, Defaulting Rules and MO: Security Profile with Channel Revenue (Trade) Management Example (Doc ID 745420.1) In this Document Goal Solution 1. Setting up MOAC (Mult-Organization Access Control) 2. R12 MOAC defaulting / precedence rules and MO: Security Profile 3. Verifying MOAC Setups. Community Discussions References Oracle Trade Management - Version 12.0.0 to 12.1.3 [Release 12.0 to 12.1] Oracle Cost Management - Version 12.1.3 to 12.1.3 [Release 12.1] Oracle E-Business Tax - Version 12.2.11 to 12.2.11 [Release 12.2] Information in this document applies to any platform. This note had been created after some discussion with some E-Business Suite modules Development and are valuable in scope of global EBusinessSuite. *¥Service Requests which would be created after reading this note should be assigned to their product specific module which has a Multi-Org issue or to Install ATG group for a specific MultiOrg installation issue.** This note can assist other EBS Products with MOAC setup, but is specific to Trade Management (OZF) EBS Product. The purpose of this document is how to setup and check MO / Multi-Organization Access Control (MOAC) setups in a Release 12 (R12) E-Business Suite (EBS) Applications Instance, The EBS applications started using this feature in R12. This document will cover: 1, How to setup MO/MOAC in a R12 APPS Instance? 2, What are the Defaulting Rules between different Profile Options? 3, How to check MO/MOAC setups in a R12 APPS Instance? Note: The example setup steps are based on the Trade Management Application. 1. Setting up MOAC (Multi-Organization Access Control) 1, Define Security Profile for MOAC (Multi-Organization Access Control) ‘© HRMS Super User Responsibility > Security > Define Security Profile. © Enter name 'XX-TM-SECURITY-PROFILE". htps1/support oracle. comlepmositacesiDocumentDisplay?_adf ct-state=mémivdopd_S3&id=745420.1 w5117723, 644 Pat Document 745420.1 Enter ‘Vision Corporation’ for ‘Business Group’ Select ‘Organization Security’ tab For Security Type’, select 'Secure organizations by organization hierarchy and/or organization list’ Enter rows with the following organization names with Classification ‘Operating Unit * Vision Operations * Vision Corporation Vision Services = Vision Utilities 2, Run Security List Maintenance request © Processes & Reports > Submit Process & Report. © Select ‘Security List Maintenance’ for request name. © Enter the following ‘= Generate lists for = One Named Security Profile ‘= Security Profile = 'X-TM-SECURITY-PROFILE’ © Submit the request and wait until it completes, 3. Assign TM Responsibilities to User © System Administrator Responsibility > Security : User > Define © Query / add the User you are going to use with Trade Management (TM) © Add the following direct responsibilities = Oracle Trade Management User = Oracle Trade Management Administrator © Assign Security Profile to Responsibilities = Profile > System ' Assign values to the following profiles as indicated for each of the above responsibilities: ‘= MO: Default Operating Unit = Vision Operations (e.9.) = MO: Security Profile = XX-TM-SECURITY-PROFILE = Note: This will give the responsibilities access to the 4 operating units assigned to the security profile "XX-TM-SECURITY-PROFILE™ Note that a valid configuration is to setup only profile option MO: Security Profile and leave MO: Operating Unit at null (ie no setup at any level) which is mandatory in MOAC, and also leave MO: Default Operating Unit at null (ie no setup at any level) which is a possible option. 2. R12 MOAC defaulting / precedence rules and MO: Security Profile Bellow is the logic that determines the precedence (priority) between MO and MOAC profile options: 1 1. Ifthe profile option MO: Security Profile is not set, then MO: Operating Unit value is used as the default Operating Unit even if MO: Default Operating Unit profile is set to a different value. 2. Ifthe profile option MO: Security Profile is set and gives access to only one Operating Unit, the default Operating Unit will return this value even if MO: Default Operating Units set to a different value. 3. IF the profile option MO: Security Profiles set and gives access to multiple Operating Units «If the profile value MO: Default Operating Units set, itis validated against the list of Operating Units in MO: Security Profile ‘= If the Operating Unit is included in the security profile then itis returned as the default value. '= Else there is no defaulted Operating Unit + If the Profile Option MO: Default Operating Unit is not set, then there is zero (no) default Operating Unit 3. Verifying MOAC Setups ‘To check Organizations that are related to a profile: from PER_SECURITY_PROFILES PPR, PERS! IRITY_ORGANIZATIONS PEO hitps1isupport oracle. comlepmositacesiDocumentDisplay?_adf ct-state=mémivdopd_S3&id=745420.1 2a5117723, 644 Pat Document 745420.4 where PPR.security profile_id = PPO.security profile id and security profile_name like ‘S4your_security profile nane ¥ ‘To check global profile options setup: select substr(e-profile_option_nane, 1,35) Profile, decode (a.level_id, 0001, 'Site',10002, ‘application’, 10003, "Resp", 10004, 'User") Ly decode (a. level_id, 30001, 'Site', 10002, c-application short _nane, 10003,. responsibility name, 10004,d.user_name) iValue, nvi(a.profile_option_value, ‘Is Nui") Value fron fnd_profile_option_values a, fnd_responsibility tt by End_appligation cy fnd_user d, fnd_profile options e where e.profile option_name in ("ORG_ID", ?DEFAULT_ORG_:D", "XLA_MO_SSCURITY PROFILE LEVEL", 'xLA Ho TO? REPORTING LEVEL") and e.profile option id= a.profile option id and allevel_value = B.responsibiticy id (4) and allevel value = evapplication sd (+) and a,level_value = d.user_id (+) order by 1,27 ‘To get detail of profile options setup at user level: select substr(e-profile option_nane, 1,35) Profile, decode (a.level_id, 10001, 'Site';10002, ‘Application’, 10003, 'Resp', 10004, "User") L, decode (a. leve?_id, 20001, ‘Site’, 10002, c.application short name, 10003,.responsibi:ity nane,10004,d.sser_nane) Waive, nvl(avprofile option value, ‘Ts Null!) Value from {nd profile option values a, {né_responsibility t2 by fnd_application ¢, fnd_user d, fnd_profile options e where e.profile option name in (*ORG_TD*, "DEFAULT ORG =D", "XL Mo_SECURITY PROFILE LEVEL", 'XLA NO_T02 REPORTING LEVEL") and e.profile option id - a.profile option id and a.level value = b.responsibitiy id (1) fand a-level_value = ¢.application id (+) and allevel value = dvuser id (4) and decode (a.level_id, 10001, "Site',10002, 'Application', 20003, ‘Resp', 10004, 'User') = ‘User and decode (a-level_id, 10001, 'Site’, 10002, c.application_short_nam, 10003,b. responsibility name, 10 in ("éuser_nang' | -- enter fnd user name order by 1,27 4 » ‘To get detail of profile options setup at Site and Application lev select substr(e-profile option nane,1,35) Profile, decode (a.1evel_id, 10001, "Site", 10002, ‘Application’, 10003, 'Resp', 10004, "User") L, decode (a-level_id, 20001, ‘Site’, 10002, c.application short name, 10003,b.reaponsibiiizy ane, 10004,d.user_nane) iValue, nvl(a.profile option value, ‘Is Null") Value fron fnd_profile_option_values a, £ad_responsibility ¢ by fnd_appligation ¢, fnd_user d, fnd_profile options e where e.profile option_name in (*ORG_ID", "DEFAULT_ORG_> "XLA_MO_SECURITY PROFILE LEVEL", "LA NO_T02_ REPORTING LEVEL") and e.profile option id - a.profile option id and a.level_value = B.responsibitity td (+) and a.level_value = c.application_id (+) and allevel value = dvuser id (4) and decode (a. level_id, 10001, "Site", 10002, 'Application', 20003, ‘Resp', 10004, "User") in (*Site', -ntps:fsuppor.oracto.com/epmostiaces/DocumantDisplay?_ac.ct-stato=mémivdopd_ S38i4=745420.1 35117723, 644 Pat Document 745420.4 tapplication') order by 12,3; ‘To get detail of profile options setup at Responsibility level: select substr (e.profile_option_nane, 1,35) Profile, decode (a. 1eve?_id, 30001, 'Site', 10002, ‘Application’, 10003, "Resp", 19004, "User") 1, decode (a. level_id, 30001, "Site", 10002, c.application short _nane, 10003,».responsibi tity nave, 10004,d.iser_name) Value, nvi(a.profile_option_value, ‘Is Null") Value fron fnd_pro¥ile_ option values a, fad_responsibility tt by fnc_appiscation oy spd uaer dy fri profile options © where e.profile optson name in ("ORG 19", "DEFAULT ORG JECURITY PROFILE LEVEL', 'XLA_MQ_TO2_REPORTING LEVEL', ‘FND_INIT_SQu') and e.profile option_l@ = a.profile option id and avlevel_value = Be responsibility id (+) and a,level_value = c.application_id (+) and allevel duser id (+) and decode (a.level_id, 10001, "Site", 10002, "Apptication’, 0003, 'Resp', 10004, "User") in ("Resp") and upper (decode (a.1evel_ id, 10001, "Site", 10002,c.application short name, 10003,b. responsibility name, 1006 Like upper('+4reep_nane’') order by 12.37 ‘Community Discussions Still have questions? Use the My Oracle Support Trade Management Community to search for similar discussions or start a new discussion on this subject, REFERENCES [BUG:6317120 - R12SIP ERROR OCCURRED WHEN RUNNING ‘THIRD PARTY ACCRUAL FROM RESALE TABLE NOTE:784609.1 - 12: How Does MOAC Defaulting Rules and MO:Security Profile Work? Didnt fing what you are looking for? -ntps:fsuppor.oracto.com/epmostiaces/DocumantDisplay?_ac.ct-stato=mémivdopd_ S38i4=745420.1 4