6 Replies Latest reply on Feb 9, 2010 9:36 AM by 639961

    purchasing document security problem

    643952
      we are on 12.0.6

      There are four document security options [Purchasing, hierarchy, Private and Public]

      We had hierarchy set for Standard Purchase orders which means only the doc owner, subsequent approvers, and individuals above the document owner in the security hierarchy can access the document

      Now there are people from finance dept and planning dept who want to vie PO`s and PO summary but this is not possible due to the hierarchy option set

      If we change the setting to purchasing, than all buyers can view eachother documents which again we dont want to happen

      whats the solution for it

      Any suggestions plz
        • 1. Re: purchasing document security problem
          Sandeep Gandhi, Consultant
          There are no pretty solutions here.
          1) Insert the accountants in the hierarchy
          OR
          2) Change the setting to purchasing and then write a personalization on the PO summary / PO screen that adds the user_name to the default where clause. This way, when someone queries an existing po, they see only their own.

          Hope this helps
          Sandeep Gandhi
          Independent Techno-functional Consultant
          513-325-9026
          • 2. Re: purchasing document security problem
            muhammed
            suppose one of the parts of hierarchy is as follows

            User C with approval group assigned, below him is user B and then user A..
            User A makes the PO and submits for approval, user B gets it in the notification summary and approves it which then routes to user C who when approves it is finally approved

            now where to put the accounts and audit users in the hierarchy..on the level with user B, if so then still they cannot see PO`s because hierarchy security option means "only the doc owner, subsequent approvers, and individuals above the document owner in the security hierarchy can access the document"
            If i put the users between user B and C than the PO routing would go through them and that is not needed at all

            so what to do
            • 3. Re: purchasing document security problem
              643952
              the same reply from another user was mines too as now i have two accounts due to the migration thing that happened a month back


              "suppose one of the parts of hierarchy is as follows

              User C with approval group assigned, below him is user B and then user A..
              User A makes the PO and submits for approval, user B gets it in the notification summary and approves it which then routes to user C who when approves it is finally approved

              now where to put the accounts and audit users in the hierarchy..on the level with user B, if so then still they cannot see PO`s because hierarchy security option means "only the doc owner, subsequent approvers, and individuals above the document owner in the security hierarchy can access the document"
              If i put the users between user B and C than the PO routing would go through them and that is not needed at all

              so what to do"
              • 4. Re: purchasing document security problem
                S.PDASH
                Hi,
                Would you mind to create a PO view only Responsibility and assign it to your Finance/Planning Department people who are only interested to view the POs. I found this as a simple work around, I am no way claiming that this is the best soultion for your requirement :).

                We know in R12 it is not wise to create custom resp as through single resp, we can do trx across OUs.

                Regards,
                S.P DASH
                • 5. Re: purchasing document security problem
                  643952
                  You mean create a responsibility with just one function "Purchase orders summary"

                  This wont solve the problem, the document security rule " hierarchy wont permit

                  If you think thats possible, please tell me the steps

                  Thanks
                  • 6. Re: purchasing document security problem
                    639961
                    Hi,

                    have you try using folders in PO summary? try creating several folders and make them default to each buyer (high effort if you have many buyers, but clearly simpler than creating a custom code.

                    or

                    create a personalization code to the PO summary's Find screen to automate Buyer field (default to employee id of the login name), and disable the field so your buyer cannot change it to other buyer or delete it.

                    Thanks,
                    Gerry