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

Last updated on JULY 12, 2017

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.

Goal

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: SIMON Clients SAGA
Object Code: SIMON_CLIENTS_SAGA
Application: AR Maison(VDM)
DB Object: HZ_PARTIES
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 "SIMON Clients SAGA (OIS)" on above object:

Object Instance Set Name: SIMON Clients SAGA (OIS)
Object Instance Set Code: SIMON_CLIENTS_SAGA
Predicate : PARTY_NUMBER like 'S0%'

- Create a new UMX Permission on object:

Permission Name: SIMON - AR - Clients SAGA - Permission
Permission Code: SIMON_AR_CLIENTS_SAGA_PERM
Object Name : SIMON Clients SAGA

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

Permission Set Name: SIMON - AR - Clients SAGA - Permission Set
Permission Set Code: SIMON_AR_CLIENTS_SAGA_PERMS
Included permissions:
- SIMON - AR - Clients SAGA - Permission

- Create a new UMX Role:

Role Name: SIMON SAGA CC Role
Category: Miscellaneous
Role Code: SIMON_AR_SAGA
Display Name: SIMON SAGA CC Role
Application : AR Maison(VDM)
Note: You will create a new role category later

- Create a new UMX Grant on above Permission Set:

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



Solution

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