User selecting accounting period for running an OTBI report without triggering ERP full license

Protyush Ghoshal

In a License analysis we came to know that in

Financial Analyst Role

the Privilege

"Manage Period Close Activities" is triggering "Oracle Fusion Enterprise Resource Planning Cloud Service - Hosted Named User" license but after removing this privilege users are not able to access / period open close options in some OTBI reports.

How can we get this access shorted??

Is there any OBI privileges or duty roles that can solve this bypassing the privilege

"Manage Period Close Activities" .

Nathan CCC

Hi Protyush,

The duty roles that give you permission to issue SQL using a subject area in the metadata repository database RPD in OTBI are typically not included in the list of privileges used to count a user as a "hosted named user" for a subscription as a hosted named user to a service part number .

A custom read only role using the transaction analysis duty role for a subject area as you can see below does not count as a use of service. But obviously check with your customer success manager before trusting something you read from a stranger on the internet than may impact your costs!

Assume by "users are not able to access / period open close in OTBI" you mean you want to make it so your users may query subject area General Ledger - Period Status Real Time?

https://docs.oracle.com/en/cloud/saas/financials/24d/faofb/General-Ledger--Period-Status-Real-Time-SA-16.html

which requires

The following duty roles secure access to this subject area:

General Ledger Transaction Analysis Duty

Payables to Ledger Reconciliation Transaction Analysis Duty

Receivables to Ledger Reconciliation Transaction Analysis Duty

or if a different subject area then review the user guide for that subject area

https://docs.oracle.com/en/cloud/saas/otbi/fa-index.html

To get this list of privileges for each licence part number "service" you can

1) look in the public PDF on their website "Metric Descriptions for Oracle Fusion Offerings " F41298-33
2024-04-08 https://docs.oracle.com/en/cloud/saas/j4s/famet/metric-descriptions-fusion-offerings.pdf

2) review your SaaS Service Usage Metric "Hosted Named User Usage Drill Through" report that you get from our host each month

3) or you can look in the value set values in the application database ORA_PER_METRICS_SETS

For example, from the PDF part number B91079 Oracle Fusion Enterprise
Resource Planning Cloud
Service - Hosted Named User is active users with at least one of 32 privileges which does not include the privileges in the read only "transaction analysis" duty roles for any subject areas

AP_MANAGE_PAYABLES_ACTIVITIES_PRIV

AP_MANAGE_PAYABLES_INVOICES_ACTIVITIES_PRIV

AR_MANAGE_RECEIVABLES_ACTIVITIES_PRIV

AR_MANAGE_RECEIVABLES_BALANCES_ACTIVITIES_PRIV

AR_MANAGE_REVENUE_ACTIVITIES_PRIV

CE_MANAGE_BANK_STATEMENT_AND_RECONCILIATI

ON_ACTIVITIES_PRIV

EXM_MANAGE_EXPENSES_SYSTEM_OPTION_PRIV

EXM_AUDIT_EXPENSE_REPORT_PRIV

FA_MANAGE_FIXED_ASSET_FINANCIAL_TRANSACTIONS_PRIV

FLA_MANAGE_CONTRACT_PRIV

GL_MANAGE_GENERAL_ACCOUNTING_ACTIVITIES_PRIV

GL_MANAGE_PERIOD_CLOSE_ACTIVITIES_PRIV

GMS_MANAGE_AWARD_PRIV

IEX_MANAGE_COLLECTIONS_DASHBOARD_PRIV

JV_VIEW_ACCOUNTING_MANAGER_DASHBOARD_PRIV

PJB_MANAGE_PROJECT_CONTRACT_INVOICE_PRIV

PJB_MAINTAIN_PROJECT_CONTRACT_REVENUE_PRIV

PJB_MANAGE_PROJECT_BILLING_EVENT_PRIV

PJC_MANAGE_PROJECT_CAPITAL_ASSET_PRIV

PJC_MANAGE_PROJECT_COST_ACTIVITIES_PRIV

PJC_MANAGE_PROJECT_LABOR_DISTRIBUTIONS_PRIV

PJC_MANAGE_PROJECT_LABOR_SCHEDULES_PRIV

PJS_REVIEW_PROJECT_PERFORMANCE_PRIV

PJS_MANAGE_PROJECT_PERFORMANCE_PRIV

PJF_UPDATE_PROJECT_DEFINITION_PRIV

PJO_MANAGE_PROJECT_BUDGET_WORKING_VERSION_PRIV

PJO_MANAGE_PROJECT_FORECAST_WORKING_VERSION_PRIV

PJT_MANAGE_PROJECT_REQUIREMENTS_PRIV

PJT_MANAGE_PROJECT_WORK_PLAN_PRIV

VRM_MANAGE_REVENUE_PROCESSING_PRIV

XCC_MANAGE_BUDGETARY_CONTROL_ACTIVITIES_PRIV