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Customer Form Issue: How to Use User Management Security (UMX) in Customer Form To Control Data Displayed (Doc ID 821023.1)

Last updated on JANUARY 05, 2021

Applies to:

Oracle Receivables - Version 12.0.6 and later
Information in this document applies to any platform.
Information in this document applies to any platform.


You would like to use UMX Data Security in the R12.0.6. ArPrtySrchPG (Customer Standard). More specifically, you would like it to display only customers having a PARTY_NUMBER which starts with S0%.
What are the steps to accomplish this?

You tried to set up a data security grant as follows but it did not appear to work.

- Create new UMX Object which is based on database table HZ_PARTIES:

Object Name: Test Clients
Object Code: Test_Clients
Application: AR Test(VDM)
Note: There is already an existing object on HZ_PARTIES, but you was not able to add a new Object
Instance Set on it

- Create a new Object Instance Set called "Test Clients (OIS)" on above object:

Object Instance Set Name: Test Clients (OIS)
Object Instance Set Code: Test_Clients
Predicate : PARTY_NUMBER like 'S0%'

- Create a new UMX Permission on object:

Permission Name: TEST-AR-Clients - Permission
Permission Code: TEST_AR_Clients_PERM
Object Name : Test Clients

- Create a new UMX Permission Set which contains the above permission only:

Permission Set Name: TEST-AR-Clients - Permission Set
Permission Set Code: TEST_AR_Clients_PERMS
Included permissions:
- TEST-AR-Clients - Permission

- Create a new UMX Role:

Role Name:TEST CC Role
Category: Miscellaneous
Role Code: TEST_AR
Display Name: TEST CC Role
Application : AR Test (VDM)
Note: You will create a new role category later

- Create a new UMX Grant on above Permission Set:

Grant Name: TEST - AR - Data Security - Clients  - Grant
Grantee Type: Group Of Users
Grantee : TEST CC Role
Data Security
Object: Test Clients 
Data Context Type: Instance Set
Data Context Name: Test Clients 
Description: Clients which number starts with S0%
Predicate: PARTY_NUMBER like 'S0%'
Permission Set
Permission Set Name : TEST - AR - Clients  - Permission Set


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