Not All Instances Are Shown After Applying OU Access Restrictions (Doc ID 837134.1)

Last updated on APRIL 04, 2025

Applies to:

Symptoms

After Install Base access restrictions are applied based on Operating Unit to responsibilities linked to the CSI_NORMAL_USER role, some item instances that are expected to be shown are no longer showing up in query results done in Install Base.

The instances that are no longer shown do not have a record in CSI_I_ORG_ASSIGNMENTS table and therefore are not shown.  The instances that do not show are instances that are 'loaners' so are internally owned.

EXPECTED BEHAVIOR
Expect to be able to query up Install Base instances for 'loaners' when user access is restricted based on Operating Unit.

Steps To Reproduce:
1. SYSADMIN > CRM HTML Administration > Setup : Settings : Security : Access Controls : Roles
   Apply following setup:
   a) Add CSI_OP_UNIT_RESTRICTION to CSI_NORMAL_USER
   b) Remove CSI_OP_UNIT_ALL from CSI_NORMAL_USER.
   c) Ensure CSI_NORMAL_USER has the following privileges:
       CSI_OPERAING_UNIT_VIEW
       CSI_OP_UNIT_RESTRICTION
       CSI_ORGANIZATION_VIEW
   d) Ensure CSI_NORMAL_USER has the following restrictions:
       CSI_OPERATING_UNIT_UPDATE
       CSI_OP_UNIT_ALL

2. In Inventory create a Miscellaneous Transaction to create the item instance in Install Base.
    a) Inventory > Transactions > Miscellaneous Transactions
    b) Enter Miscellaneous Transaction:
        Type: Account alias receipt
        Source: MISC RECEIPT
    c) Click on 'Transaction Lines'
    d) Enter the Miscellaneous Transaction Lines:
        Select Item
        Sub-inventory / Locator: 'LOANERS / LOANERS' (internally owned instances)
        UOM:  EA (Each)
        Quantity: “10”
   e) Enter the Lot / Serial information:  Example
       Serial Number From: TEST_01
       Serial Number To: TEST_10
   f) Click on 'Done'
   g) Save Changes from screen.

After the changes, the Available and On Hand quantities are updated to 20.

3. Installed Base User responsibility
Check instances created in Install Base. These instances created cannot be viewed.
When restriction is removed they show.

Changes

Cause

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