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Manage Access to Data Based on Inventory Organizations

NoetixViews for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality, and Oracle Work in Process provide configurable access to data in Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process. The About Access to Inventory Organization Data topic in this section discusses about the support for data security based on inventory organizations in NoetixViews, and the Define Security Based on Inventory Organizations topic discusses about how to customize security settings for the Noetix query users based on the inventory organizations.

About Access to Inventory Organization Data

In NoetixViews, Noetix query users can access data from the Noetix views for the Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process modules based on the roles and row-level security assigned to them. All available forms of views for these modules allow users to access data based on inventory organizations. For the data in the views of these modules, row-level security is determined based on the organizational unit security assigned to the Noetix query users in Oracle E-Business Suite. The organizational unit security decides the inventory organizations to which the Noetix query users have access in Oracle E-Business Suite. However, for the global form of the views, NoetixViews provides a functionality to override the organizational unit security of the Noetix query users to customize their access to inventory organizations.

Define Security Based on Inventory Organizations

In Noetix Views Administrator (NoetixViews Administrator), use the Inventory Organization tab to control access to data in global Noetix views for Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process based on the inventory organizations for a Noetix query user.

The Inventory Organization tab will be available only if:

  • You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:

    • Bills of Material

    • Cost Management

    • Enterprise Asset Management

    • Inventory

    • Master Scheduling/MRP

    • Quality

    • Work in Process

  • You are not modifying the Oracle Administrative Database User (Type O).

IMPORTANT: When assigning row-level security to Noetix query users using the Inventory Organization tab, the following points should be noted:

  • For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected inventory organizations should be assigned to the users.

  • In Oracle Discoverer and Noetix WebQuery, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see About Data Security in NoetixViews.  

  • In Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), user authentication based on the roles and row-level security settings is supported for only the Oracle E-Business Suite Authenticated User (Type A) type Noetix query users if the query users are mapped to the users registered in these BI tools. For information, see Applying Row-level Security to BI Tool Users.

 To control access to data in Noetix views based on inventory organizations

  1. On the Noetix Query User Maintenance tab of the Security Manager dialog box, select the user for whom you want to customize access to data. For information about creating or modifying a user account, see  Create a Noetix Query User Account or Modify a Noetix Query User Account. Click Edit. The <Noetix query user> Properties dialog box appears. If you are creating the Noetix query users for the first time, skip this step, and go to step 2.

  2. Click the Inventory Organization tab.

  3. In the Application list, click an application name. The options are Bill of Materials, Cost Management, Enterprise Asset Management, Inventory, MRP, Master Sched. & Capacity, Quality, and Work in Process. After you select the application, the corresponding settings appear in the Settings for the <application name>application section.

  4. In the Settings for the <application name> application section, select one of the following options:

    • Derive from Oracle EBS: Click this option to grant access to inventory organizations based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The inventory organizations that the user has access to are displayed in the Inventory Organizations list. When this option is selected, the data on the list cannot be modified. Go to step 6 to save the changes.

NOTE: If multiple users are selected, the Inventory Organizations list will display the "<multiple users selected>" text for this option.

    • Custom: Click this option to grant access to a custom list of inventory organizations. After you select this option, the Add button will be available. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For information about specifying a custom list of inventory organizations, see step 5.

    • All: Click this option to grant access to all the inventory organizations available in the selected Oracle application. The inventory organizations are displayed in the Inventory Organizations list. When this option is selected, the data on the list cannot be modified. Go to step 6 to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Refresh Security for Noetix Query Users.

NOTE: When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

  1. To specify a custom list of inventory organizations, do the following:

    1. Click Add. The Add Inventory Organizations dialog box displays the list of the inventory organizations that are available in the selected Oracle application and that are yet to be added to the Inventory Organizations list.

The following columns and options are available in the Add Inventory Organizations dialog box:

    • Show only current user’s Oracle EBS-derived access: Allows you to view only the inventory organizations that are accessible to the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type user. If you do not select this check box, you can see all the inventory organizations that are available in the selected Oracle application. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users.

    • Organization: Indicates the inventory organization.

    • Organization ID: Indicates the inventory organization ID.

    • Master Organization: Indicates the item master organization.

    • Master Organization ID: Indicates the item master organization ID.

    • Organization Code: Indicates the inventory organization code.

    • Chart of Accounts: Indicates the chart of accounts for the corresponding inventory organization.

    • COA ID: Indicates the chart of accounts ID.

    • Cost Organization: Indicates the cost organization for the corresponding inventory organization.

    • Cost Organization ID: Indicates the cost organization ID.

    • Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the inventory organization.

    • EBS-Derived: Indicates whether the user can access the inventory organization in the selected Oracle application.

Click a column title to sort the inventory organizations by the entity represented by the column.

NOTE: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, the height and width of the dialog box can be resized by dragging the sides of the dialog box.

  1. Select the check boxes corresponding to the inventory organizations that you want to assign to the Noetix query user. To select all the inventory organizations, click Select All.

  2. Click OK. You will return to the Inventory Organization tab with the selected inventory organizations displayed in the Inventory Organizations list.

NOTE: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position.

    1. To remove an inventory organization from the Inventory Organizations list, select the inventory organization, and click Remove. To remove multiple inventory organizations, press CTRL, and click the inventory organizations.

  1. Click OK on the <Noetix query user>Properties dialog box. You will return to the Noetix Query User Maintenance tab.

  2. Click OK on the Security Manager dialog box to save the changes to the database.

Published:

Manage Access to Data Based on Inventory Organizations

NoetixViews for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality, and Oracle Work in Process provide configurable access to data in Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process. The About Access to Inventory Organization Data topic in this section discusses about the support for data security based on inventory organizations in NoetixViews, and the Define Security Based on Inventory Organizations topic discusses about how to customize security settings for the Noetix query users based on the inventory organizations.

About Access to Inventory Organization Data

In NoetixViews, Noetix query users can access data from the Noetix views for the Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process modules based on the roles and row-level security assigned to them. All available forms of views for these modules allow users to access data based on inventory organizations. For the data in the views of these modules, row-level security is determined based on the organizational unit security assigned to the Noetix query users in Oracle E-Business Suite. The organizational unit security decides the inventory organizations to which the Noetix query users have access in Oracle E-Business Suite. However, for the global form of the views, NoetixViews provides a functionality to override the organizational unit security of the Noetix query users to customize their access to inventory organizations.

Define Security Based on Inventory Organizations

In Noetix Views Administrator (NoetixViews Administrator), use the Inventory Organization tab to control access to data in global Noetix views for Bills of Material, Cost Management, Enterprise Asset Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process based on the inventory organizations for a Noetix query user.

The Inventory Organization tab will be available only if:

  • You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:

    • Bills of Material

    • Cost Management

    • Enterprise Asset Management

    • Inventory

    • Master Scheduling/MRP

    • Quality

    • Work in Process

  • You are not modifying the Oracle Administrative Database User (Type O).

IMPORTANT: When assigning row-level security to Noetix query users using the Inventory Organization tab, the following points should be noted:

  • For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected inventory organizations should be assigned to the users.

  • In Oracle Discoverer and Noetix WebQuery, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see About Data Security in NoetixViews.  

  • In Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), user authentication based on the roles and row-level security settings is supported for only the Oracle E-Business Suite Authenticated User (Type A) type Noetix query users if the query users are mapped to the users registered in these BI tools. For information, see Applying Row-level Security to BI Tool Users.

 To control access to data in Noetix views based on inventory organizations

  1. On the Noetix Query User Maintenance tab of the Security Manager dialog box, select the user for whom you want to customize access to data. For information about creating or modifying a user account, see  Create a Noetix Query User Account or Modify a Noetix Query User Account. Click Edit. The <Noetix query user> Properties dialog box appears. If you are creating the Noetix query users for the first time, skip this step, and go to step 2.

  2. Click the Inventory Organization tab.

  3. In the Application list, click an application name. The options are Bill of Materials, Cost Management, Enterprise Asset Management, Inventory, MRP, Master Sched. & Capacity, Quality, and Work in Process. After you select the application, the corresponding settings appear in the Settings for the <application name>application section.

  4. In the Settings for the <application name> application section, select one of the following options:

    • Derive from Oracle EBS: Click this option to grant access to inventory organizations based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The inventory organizations that the user has access to are displayed in the Inventory Organizations list. When this option is selected, the data on the list cannot be modified. Go to step 6 to save the changes.

NOTE: If multiple users are selected, the Inventory Organizations list will display the "<multiple users selected>" text for this option.

    • Custom: Click this option to grant access to a custom list of inventory organizations. After you select this option, the Add button will be available. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For information about specifying a custom list of inventory organizations, see step 5.

    • All: Click this option to grant access to all the inventory organizations available in the selected Oracle application. The inventory organizations are displayed in the Inventory Organizations list. When this option is selected, the data on the list cannot be modified. Go to step 6 to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Refresh Security for Noetix Query Users.

NOTE: When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

  1. To specify a custom list of inventory organizations, do the following:

    1. Click Add. The Add Inventory Organizations dialog box displays the list of the inventory organizations that are available in the selected Oracle application and that are yet to be added to the Inventory Organizations list.

The following columns and options are available in the Add Inventory Organizations dialog box:

    • Show only current user’s Oracle EBS-derived access: Allows you to view only the inventory organizations that are accessible to the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type user. If you do not select this check box, you can see all the inventory organizations that are available in the selected Oracle application. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users.

    • Organization: Indicates the inventory organization.

    • Organization ID: Indicates the inventory organization ID.

    • Master Organization: Indicates the item master organization.

    • Master Organization ID: Indicates the item master organization ID.

    • Organization Code: Indicates the inventory organization code.

    • Chart of Accounts: Indicates the chart of accounts for the corresponding inventory organization.

    • COA ID: Indicates the chart of accounts ID.

    • Cost Organization: Indicates the cost organization for the corresponding inventory organization.

    • Cost Organization ID: Indicates the cost organization ID.

    • Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the inventory organization.

    • EBS-Derived: Indicates whether the user can access the inventory organization in the selected Oracle application.

Click a column title to sort the inventory organizations by the entity represented by the column.

NOTE: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position. Also, the height and width of the dialog box can be resized by dragging the sides of the dialog box.

  1. Select the check boxes corresponding to the inventory organizations that you want to assign to the Noetix query user. To select all the inventory organizations, click Select All.

  2. Click OK. You will return to the Inventory Organization tab with the selected inventory organizations displayed in the Inventory Organizations list.

NOTE: You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. Select the line between columns in the header, and drag it to the required position.

    1. To remove an inventory organization from the Inventory Organizations list, select the inventory organization, and click Remove. To remove multiple inventory organizations, press CTRL, and click the inventory organizations.

  1. Click OK on the <Noetix query user>Properties dialog box. You will return to the Noetix Query User Maintenance tab.

  2. Click OK on the Security Manager dialog box to save the changes to the database.

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