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3 Duties and Privileges
Privileges grant access to specific tasks, links, and actions within the application. The access controlled by a particular privilege is fixed and can only be changed by an enhancement to the application. You can control the functions and features to which a user has access by grouping the desired privileges into duties, and assigning the duties to job roles which can then be associated to one or more users
Duties Provided at Initial Setup
As part of this default security configuration, the system privileges have been logically grouped into duties and the duties have been assigned to an initial set of job roles. The provided duties can be modified or deleted and new duties created. Administrator users can change the mappings of roles, duties and privileges in Merchandising’s User Interface.
Details about how to manage these application security policies are available in Chapter 2, Manage Security Policies in the Oracle Retail Merchandising Administration Guide .
Duty Types
Duties provided in the default security configuration follow a general naming convention to indicate the type of privileges grouped within and the level of access provided. In Merchandising, the provided duties are one of the following duty types:
- Inquiry
An inquiry duty will provide the user the ability to search for and view the associated entity. The provided inquiry duties are used when it is desirable for a user to have visibility to an area, but no option to create or update any information. Inquiry duties are assigned to viewers of an area.
- Management
A management duty provides the user the ability to maintain the associated entity. The provided management duties are used when it is desirable for a user to have the ability create, update, delete, and, typically, submit information. Management duties always contain the inquiry duty for the same entity. For example, the Purchase Order Management Duty contains the Purchase Order Inquiry Duty along with the additional Maintain Purchase Orders Privilege and Submit Purchase Orders Privilege, because in order for a user to maintain an entity they must also have the ability to search for and view the entity. Management duties are assigned to contributors of an area.
- Approval
An approval duty is meant for users with the authority to review and approve or reject submissions. Approval duties should always be granted along with the management duty for the same entity. Typically this is supported by nesting the management duty within the approval duty, as is the case with the Purchase Order Approval Duty which contains the Purchase Order Management Duty, therefore only the Purchase Order Approval Duty needs to be mapped to a user because due to the nested duties the Purchase Order Approval Duty will grant search, view, maintain, submit and approval access. However, there are some exceptions to this nested structure, in which case you should ensure both
the management and approval duty are assigned to the role to which you wish to grant approval level access. Approval duties are assigned to reviewers of an area.
Duties with no Hierarchical Relationships
There are a number of privileges used within Merchandising that do not have a hierarchical set of duties with increasing levels of access, as described by the duty types above. Rather these duties simply grant access to a single area, such as a dashboard, or they grant access to particular information across several functional areas. Therefore access is either granted or not, there are no access levels. These duties may be classified as management or inquiry duties, depending on if the user can maintain the related data or if it’s view only. For example:
• Blank Template Inquiry Duty
Grants access to the Download Blank Templates screen in order to download empty spreadsheet templates.
• Dashboard Inquiry Duties
Grants access to view a given dashboard. Access to each report within the dashboard is controlled separate privileges based on the functional area of the report. For example, the Finance Analyst Dashboard contains five reports, the Stock Count Value Variance, the WAC Variance, the Cumulative Markon Variance, the Shrinkage Variance, and the Late Posted Transactions reports. A user must have the View Stock Count Values Privilege to access the Stock Count Value Variance report and likewise must have the View Item Locations Privilege to access the WAC Variance report. However, in order to see these reports the user must also have the Finance Analyst Dashboard Inquiry Duty and its single View Finance Analyst Dashboard Privilege in order to have access to the Finance Analyst Dashboard.
- Grocery Attributes Management Duty
Grants access to grocery related item attributes for users with the ability to view or maintain grocery items.
• Differentiator Display Duty
Grants access to view differentiator information throughout the various application workflows and the ability to manage parent/diff level price events in each of those areas. The Differentiator Display Duty should only be assigned to users that work with items that use differentiators in their definitions, such as fashion merchandise.
• Settings Menu Duty
Grants access to the Settings menu except for the Security folder. The default security configuration has this duty assigned to the Application Administrator role. This is a limited use duty which cannot be assigned to any other roles aside from the provided application administrator role.
• Administrator Security Console Duty
Grants access to the Security folder on the Settings menu where security roles, duties and privileges are managed. The default security configuration has this duty assigned to the Application Administrator role. This is a limited use duty which cannot be assigned to any other roles aside from the provided application administrator role.
- Data via Application Express Inquiry Duty
Grants access to view data via the Application Express module.
- Service Access Duty
Grants access to execute Merchandising ReST services.
- Average Cost Management Duty
Grants access to maintain average cost values.
GL Drill Back Inquiry Duty
Grants access to view general ledger drill back information.
Transaction Data Inquiry Duty
Grants view only access to transaction data.
Inventory Adjustment Management Duty
Grants access to make inventory adjustments.
Inventory and Sales Inquiry Duty
Grants access to item related inventory and sales information.
Ticket Management Duty
Grants access to maintain ticket requests.
Price Change History Inquiry Duty
Grants access to view price change history.
DSD Management Duty
Grants access to maintain DSD purchase orders.
Pre-issued Order Numbers Management Duty
Grants access to generate pre-issue order numbers and creating orders using pre-issued numbers.
Receipt Adjustments by Cost Management Duty
Grants access to create receipt adjustments by cost.
Document Summarization Inquiry Duty
Grants access to the digital assistant chat feature where users can ask questions and get responses from an AI assistant that utilizes our solution documentation as a source. This is a unique duty in that it should only be associated with the Digital Assistant Chat Viewer role, and the Digital Assistant Chat Viewer role should be associated with any user that should have access rather than associating this duty with the desired role.
Limited Use Duties
There are limited use duties which provide access, but only to the application administrator role provided in the default security configuration. These duties cannot be mapped to any other roles.
- Settings Menu Duty
Grants access to the Settings menu except for the Security folder. The default security configuration has this duty assigned to the Application Administrator role.
- Administrator Security Console Duty
Grants access to the Security folder on the Settings menu where security roles, duties and privileges are managed. The default security configuration has this duty assigned to the Application Administrator role.
Determining Access for your Organization
When determining access for a given role in your organization, start by categorizing each role with a duty type for each functional area in the application. For example, a Sourcing Analyst may be a viewer of cost changes and a contributor of cost zone and purchase order definitions.
They may have no access to system options and may have approval privileges over customs entries and obligations.
Duty Definitions
For ease of mapping privileges to roles, privileges are logically grouped into duties. Duties may contain one or more privileges as well as other duties.
Table 3-1 lists the privileges and nested duties contained in each of the predefined duties provided in the default security configuration:
Table 3-1 Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Administration– Application Navigator – Allocation | Access Granted | Allocation Global Menu Duty | ||
| Administration – Application Navigator | Access Granted | Allocation Global Menu Duty | This is a duty that is used to grant access to the Allocation link in the Application Navigator in the sidebar menu. There are no privileges within the duty, associating this duty to a role will grant access. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – Application Navigator | Access Granted | Invoice Matching Global Menu Duty | This is a duty that is used to grant access to the Invoice Matching link in the Application Navigator in the sidebar menu. There are no privileges within the duty, associating this duty to a role will grant access. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – Application Navigator | Access Granted | Merchandising Global Menu Duty | This is a duty that is used to grant access to the Merchandising link in the Application Navigator in the sidebar menu. There are no privileges within the duty, associating this duty to a role will grant access. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – Application Navigator | Access Granted | Pricing Global Menu Duty | This is a duty that is used to grant access to the Pricing link in the Application Navigator in the sidebar menu. There are no privileges within the duty, associating this duty to a role will grant access. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Administration – Application Navigator | Access Granted | Sales Audit Global Menu Duty | This is a duty that is used to grant access to the Sales Audit link in the Application Navigator in the sidebar menu. There are no privileges within the duty, associating this duty to a role will grant access. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – Asynchronous Jobs | Inquiry | Asynchronous Job Inquiry Duty | A duty for viewing asynchronous jobs via the Asynchronous Job Log screen. | View Asynchronous Jobs Priv |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty | A duty for managing asynchronous jobs including future cost events. This duty is an extension of the Asynchronous Job Inquiry Duty. | Asynchronous Job Inquiry Duty Maintain Asynchronous Jobs Priv |
| Administration – Custom Flex Attributes | Inquiry | Custom Flex Attributes Inquiry Duty | A duty for viewing custom flex attribute (CFAS) definitions | View Custom Flex Attributes Priv |
| Administration – Custom Flex Attributes | Management | Custom Flex Attributes Management Duty | A duty for maintaining custom flex attribute (CFAS) definitions. This duty is an extension of the Custom Flex Attributes Inquiry Duty. | Custom Flex Attributes Inquiry Duty Maintain Custom Flex Attributes Priv |
| Administration – Custom Validation Rules | Inquiry | Custom Validation Rule Inquiry Duty | A duty for searching for and viewing custom validation rules. | View Custom Validation Rules Priv |
| Administration – Custom Validation Rules | Management | Custom Validation Rule Management Duty | A duty for maintaining custom validation rules. This duty is an extension of the Custom Validation Rule Inquiry Duty. | Custom Validation Rule Inquiry Duty Maintain Custom Validation Rules Priv Submit Custom Validation Rules Priv |
| Administration – Custom Validation Rules | Approval | Custom Validation Rule Approval Duty | A duty for approving and closing custom validation rules This duty is an extension of the Custom Validation Rule Management Duty. | Custom Validation Rule Management Duty Approve Custom Validation Rules Priv |
| Administration – Data Access Schema (DAS) | Inquiry | DAS Administration Inquiry Duty | A duty for viewing DAS replication and re-export requests via the Data Access Schema Administration screen. | View DAS Administration Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Administration – Data Access Schema (DAS) | Management | DAS Administration Management Duty | A duty for downloading DAS patches, requesting DAS table replication and re-export via the Data Access Schema Administration screen. This duty is an extension of the DAS Administration Inquiry Duty. | DAS Administration Inquiry Duty Maintain DAS Administration Priv |
| Administration – Data Loading Template Configuration | Inquiry | Data Loading Template Configuration Inquiry Duty | A duty for viewing data loading template configurations. | View Data Loading Template Configurations Priv |
| Administration – Data Loading Template Configuration | Management | Data Loading Template Configuration Management Duty | A duty for copying and maintaining data loading template configurations. This duty is an extension of the Data Loading Template Configuration Inquiry Duty. | Data Loading Template Configuration Inquiry Duty Maintain Data Loading Template Configurations Priv |
| Administration – Data Viewer | Inquiry | Data via Application Express Inquiry Duty | A duty for viewing data directly in the database via Oracle Application Express (APEX). | View Database via Application Express Priv |
| Administration - Documentation Summarization | Inquiry | Documentation Summarization Inquiry Duty | A duty for accessing the documentation summarization feature which allows users to ask the system questions about supported capabilities or how to perform tasks in Merchandising. The system will summarize findings from multiple documentation sources and return the relevant results in the chat. | View Documentation Summarization Priv |
| Administration – Inbound Data | Inquiry | Inbound Data Errors Inquiry Duty | A duty for viewing inbound data processing errors that were encountered by Merchandising APIs when processing incoming messages from Store Inventory Operations (SIOCS) through import table-based interfaces. | View Inbound Data Errors Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Administration – Inbound Data | Management | Inbound Data Errors Management Duty | A duty for reprocessing and/or deleting inbound data processing errors that were encountered by Merchandising APIs when processing incoming messages from Store Inventory Operations (SIOCS) through import table-based interfaces. This duty is an extension of the Inbound Data Errors Inquiry Duty. | Inbound Data Errors Inquiry Duty Maintain Inbound Data Errors Priv |
| Administration – Report Options | Inquiry | Report Options Inquiry Duty | A duty for viewing dashboard and contextual BI report configuration options. | View Report Options Priv |
| Administration – Report Options | Management | Report Options Management Duty | A duty for maintaining dashboard and contextual BI report configuration options. This duty is an extension of the Report Options Inquiry Duty. | Report Options Inquiry Duty Maintain Report Options Priv |
| Administration – Settings Administrator Console | Access Granted | Administrator Security Console Duty | A duty for accessing the ORAAC Security folder and tasks under this folder on the Settings menu. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – Settings Menu | Access Granted | Settings Menu Duty | A duty for accessing the Settings menu in the sidebar navigation menu, with all non-security related folders and links. | No duties or privileges are contained in this duty Assigning the duty to a role grants the user access |
| Administration – System Options | Inquiry | Application Admin Inquiry Duty | A duty for viewing application administrative information including initial system configuration activation and system options. | View Application Administration Priv |
| Administration – System Options | Management | Application Admin Management Duty | A duty for maintaining application administration information, including initial system configuration activation and system options. This duty is an extension of the Application Admin Inquiry Duty. | Application Admin Inquiry Duty Maintain Application Administration Priv |
| Administration – Translations | Inquiry | Centralized Data Translation Inquiry Duty | A duty for viewing data translations via a centralized online screen. | View Translations Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Administration – Translations | Management | Centralized Data Translation Management Duty | A duty for maintaining data translations via a centralized online screen. This duty is an extension of the Centralized Data Translation Inquiry Duty. | Centralized Data Translation Inquiry Duty Maintain Translations Priv |
| Administration – Web Service Access | Access Granted | Service Access Duty | A duty for the ability to execute ReST services in the Merchandising suite of applications. | Merchandising Service Access Priv |
| Administration – Web Service Configuration | Inquiry | Web Service Configuration Inquiry Duty | A duty for viewing web service configurations. | View Web Service Configurations Priv |
| Administration – Web Service Configuration | Management | Web Service Configuration Management Duty | A duty for maintaining web service configurations. This duty is an extension of the Web Service Configuration Inquiry Duty. | Web Service Configuration Inquiry Duty Maintain Web Service Configurations Priv |
| Contracts | Inquiry | Contract Inquiry Duty | A duty for searching for and viewing Contracts. | Search Contracts Priv View Contracts Priv |
| Contracts | Management | Contract Management Duty | A duty for maintaining and submitting contracts. This duty is an extension of the Contract Inquiry Duty. | Contract Inquiry Duty Maintain Contracts Priv Submit Contracts Priv |
| Contracts | Approval | Contract Approval Duty | A duty for approving contracts. This duty is an extension of the Contract Management Duty. | Contract Management Duty Approve Contracts Priv |
| Cost Changes | Inquiry | Cost Change Inquiry Duty | A duty for searching for and viewing item cost changes. | Search Cost Changes Priv View Cost Changes Priv |
| Cost Changes | Management | Cost Change Management Duty | A duty for maintaining and submitting item cost changes. This duty is an extension of the Cost Change Inquiry Duty. | Cost Change Inquiry Duty Maintain Cost Changes Priv Submit Cost Changes Priv |
| Cost Changes | Approval | Cost Change Approval Duty | A duty for approving item cost changes. This duty is an extension of the Cost Change Management Duty. | Cost Change Management Duty Approve Cost Changes Priv |
| Cost Zones | Inquiry | Cost Zone Inquiry Duty | A duty for viewing cost zones. | View Cost Zones Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Cost Zones | Management | Cost Zone Management Duty | A duty for maintaining cost zones. This duty is an extension of the Cost Zone Inquiry Duty. | Cost Zone Inquiry Duty Maintain Cost Zones Priv |
| Dashboard – Buyer | Inquiry | Buyer Dashboard Inquiry Duty | A duty for viewing the Buyer Dashboard. | View Buyer Dashboard Priv |
| Dashboard – Data Steward | Inquiry | Data Steward Inquiry Duty | A duty for viewing the Data Steward Dashboard. | View Data Steward Dashboard Priv |
| Dashboard – Financial Analyst | Inquiry | Financial Analyst Inquiry Duty | A duty for viewing the Financial Analyst Dashboard. | View Financical Analyst Dashboard Priv |
| Dashboard – Inventory Analyst | Inquiry | Inventory Analyst Inquiry Duty | A duty for viewing the Inventory Analyst Dashboard. | View Inventory Analyst Dashboard Priv |
| Dashboard – Inventory Control | Inquiry | Inventory Control Inquiry Duty | A duty for viewing the Inventory Control Dashboard. | View Inventory Control Dashboard Priv |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty | A duty for viewing the Tax Rules Dashboard. | View Tax Rules Dashboard Priv |
| Data Loading – Alert Data – Month End | Inquiry | Alert Data - Month End Health Inquiry Duty | A duty for downloading and viewing supporting data via the Download Alert Data screen, related to email alerts raised during the processing of the Month End health check/notification area. | View Month End Health Check Alert Data Priv |
| Data Loading – Alert Data – Sales | Inquiry | Alert Data - Sales Processing Inquiry Duty | A duty for downloading and viewing supporting data via the Download Alert Data screen, related to email alerts raised during the processing of the Sales Processing health check/notification area. | View Sales Processing Check Alert Data Priv |
| Data Loading – Data Filtering Foundation | Inquiry | Data Filtering Inquiry Duty | A duty for viewing data filtering definitions. | View Data Filtering Foundation via Spreadsheet Priv |
| Data Loading – Data Filtering Foundation | Management | Data Filtering Management Duty | A duty for maintaining data filtering definitions. This duty is an extension of the Data Filtering Inquiry Duty. | Data Filtering Inquiry Duty Maintain Data Filtering Foundation via Spreadsheet Priv |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty | A duty for downloading blank spreadsheet templates via the Download Blank Templates screen. | Download Blank Templates Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Data Loading – Financial Administration | Inquiry | Financial Admin Inquiry Duty | A duty for viewing supporting data for GL Cross Reference, VAT (only available when Global Tax is disabled), Tax Attributes (only available when Global Tax is enabled), Terms, Currency Exchange Type Mapping, Currencies, Entity Exchange Rate Configuration, Non- Merchandise Codes, Transfer Entities, Document Sequences and E-Invoice Mapping via downloaded spreadsheets. | View Financial Admin Priv |
| Data Loading – Financial Administration | Management | Financial Admin Management Duty | A duty for maintaining supporting data for GL Cross Reference, VAT (only available when Global Tax is disabled), Tax Attributes (only available when Global Tax is enabled), Terms, Currency Exchange Type Mapping, Currencies, Entity Exchange Rate Configuration, Non- Merchandise Codes, Transfer Entities, Document Sequences and E-Invoice Mapping via spreadsheet downloads and uploads. This duty is an extension of the Financial Admin Inquiry Duty. | Financial Admin Inquiry Duty Maintain Financial Admin Priv |
| Data Loading – Financial Budgets | Inquiry | Budgets Inquiry Duty | A duty for viewing Monthly Budget and Open to Buy information via downloaded spreadsheets. | View Budgets Priv |
| Data Loading – Financial Budgets | Management | Budgets Management Duty | A duty for maintaining supporting data for Monthly Budgets and Open to Buy via spreadsheet downloads and uploads. This duty is an extension of the Budgets Inquiry Duty. | Budgets Inquiry Duty Maintain Budgets Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Data Loading – Financial Control | Inquiry | Financial Control Inquiry Duty | A duty for viewing supporting data for Half Data Budgets via downloaded spreadsheets. | View Financial Control Priv |
| Data Loading – Financial Control | Management | Financial Control Management Duty | A duty for maintaining supporting data for Half Data Budgets via spreadsheet downloads and uploads. This duty is an extension of the Financial Control Inquiry Duty. | Financial Control Inquiry Duty Maintain Financial Control Priv |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty | A duty for viewing general foundation data via downloaded spreadsheets. | View Foundation Data via Spreadsheet Priv |
| Data Loading – Foundation | Management | Foundation Data via Spreadsheet Management Duty | A duty for maintaining general foundation data via spreadsheet downloads and uploads. This duty is an extension of the Foundation Data via Spreadsheet Inquiry Duty. | Foundation Data via Spreadsheet Inquiry Duty Maintain Foundation Data via Spreadsheet Priv |
| Data Loading – Import Foundation | Inquiry | Import Foundation Inquiry Duty | A duty for viewing supporting data for the import process via downloaded spreadsheets. | View Import Foundation Priv |
| Data Loading – Import Foundation | Management | Import Foundation Management Duty | A duty for maintaining supporting data for the import process via spreadsheet downloads and uploads. This duty is an extension of the Import Foundation Inquiry Duty. | Import Foundation Inquiry Duty Maintain Import Foundation Priv |
| Data Loading – Inventory Foundation | Inquiry | Inventory Foundation Data via Spreadsheet Inquiry Duty | A duty for viewing supporting data for Inventory via downloaded spreadsheets. | View Inventory Foundation via Spreadsheet Priv |
| Data Loading – Inventory Foundation | Management | Inventory Foundation Data via Spreadsheet Management Duty | A duty for maintaining supporting data for Inventory via spreadsheet downloads and uploads. This duty is an extension of the Inventory Foundation Data via Spreadsheet Inquiry Duty. | Inventory Foundation Data via Spreadsheet Inquiry Duty Maintain Inventory Foundation via Spreadsheet Priv |
| Data Loading – Item Foundation | Inquiry | Item Foundation Data via Spreadsheet Inquiry Duty | A duty for viewing supporting data for Items via downloaded spreadsheets. | View Item Foundation via Spreadsheet Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Data Loading – Item Foundation | Management | Item Foundation Data via Spreadsheet Management Duty | A duty for maintaining supporting data for Items via spreadsheet downloads and uploads. This duty is an extension of the Item Foundation Data via Spreadsheet Inquiry Duty. | Item Foundation Data via Spreadsheet Inquiry Duty Maintain Item Foundation via Spreadsheet Priv |
| Data Loading – Price and Cost Foundation | Inquiry | Price and Cost Foundation Data via Spreadsheet Inquiry Duty | A duty for viewing supporting data for Price and Cost via downloaded spreadsheets. | View Price and Cost Foundation via Spreadsheet Priv |
| Data Loading – Price and Cost Foundation | Management | Price and Cost Foundation Data via Spreadsheet Management Duty | A duty for maintaining supporting data for Price and Cost via spreadsheet downloads and uploads. This duty is an extension of the Price and Cost Foundation Data via Spreadsheet Inquiry Duty. | Price and Cost Foundation Data via Spreadsheet Inquiry Duty Maintain Price and Cost Foundation via Spreadsheet Priv |
| Data Loading – Replenishment Foundation | Inquiry | Replenishment Foundation Data via Spreadsheet Inquiry Duty | A duty for viewing supporting data for Replenishment via downloaded spreadsheets. | View Replenishment Foundation via Spreadsheet Priv |
| Data Loading – Replenishment Foundation | Management | Replenishment Foundation Data via Spreadsheet Management Duty | A duty for maintaining supporting data for Replenishment via spreadsheet downloads and uploads. This duty is an extension of the Replenishment Foundation Data via Spreadsheet Inquiry Duty. | Replenishment Foundation Data via Spreadsheet Inquiry Duty Maintain Replenishment Foundation via Spreadsheet Priv |
| Data Loading – Status | Inquiry | Data Loading Status Inquiry Duty | A duty for viewing data loading status. | View Data Loading Status Priv |
| Data Loading – Status | Management | Data Loading Status Management Duty | A duty for maintaining data loading status. This duty is an extension of the Data Loading Status Inquiry Duty. | Data Loading Status Inquiry Duty Maintain Data Loading Status Priv |
| Deals | Inquiry | Deal Inquiry Duty | A duty for searching for and viewing deals. | Search Deals Priv View Deals Priv |
| Deals | Management | Deal Management Duty | A duty for maintaining and submitting deals. This duty is an extension of the Deal Inquiry Duty. | Deal Inquiry Duty Maintain Deals Priv Submit Deals Priv |
| Deals | Approval | Deal Approval Duty | A duty for approving deals. This duty is an extension of the Deal Management Duty. | Deal Management Duty Approve Deals Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Differentiator Display | Access Granted | Differentiator Display Duty | Use Diffs Priv | |
| Differentiator Ratios | Inquiry | Diff Ratio Inquiry Duty | A duty for searching for and viewing differentiator ratios. | Search Diff Ratios Priv View Diff Ratios Priv |
| Differentiator Ratios | Management | Diff Ratio Management Duty | A duty for maintaining differentiator ratios. This duty is an extension of the Diff Ratio Inquiry Duty. | Diff Ratio Inquiry Duty Maintain Diff Ratios Priv |
| Differentiators | Inquiry | Diff Inquiry Duty | A duty for viewing differentiators. | View Diffs Priv |
| Differentiators | Management | Diff Management Duty | A duty for maintaining differentiators. This duty is an extension of the Diff Inquiry Duty. | Diff Inquiry Duty Maintain Diffs Priv |
| Expenses – Department Up Charges | Inquiry | Department Up Charge Inquiry Duty | A duty for viewing department up charges. | View Department Up Charges Priv |
| Expenses – Department Up Charges | Management | Department Up Charge Management Duty | A duty for maintaining department up charges. This duty is an extension of the Department Up Charge Inquiry Duty. | Department Up Charge Inquiry Duty Maintain Department Up Charges Priv |
| Expenses – Expense Profiles | Inquiry | Expense Profile Inquiry Duty | A duty for viewing expense profiles used to build up an item’s ELC. | View Expense Profiles Priv |
| Expenses – Expense Profiles | Management | Expense Profile Management Duty | A duty for maintaining expense profiles used to build up an item’s ELC. This duty is an extension of the Expense Profile Inquiry Duty. | Expense Profile Inquiry Duty Maintain Expense Profiles Priv |
| Financials – Average Cost | Management | Average Cost Management Duty | A duty for maintaining average cost values. | Maintain Average Cost Priv |
| Financials – Average Cost – Data Loading | Management | Average Cost via Spreadsheet Management Duty | A duty for performing item/ location average cost via spreadsheet upload. This duty is an extension of the Average Cost via Spreadsheet Inquiry Duty. | Maintain Average Cost via Spreadsheet Priv |
| Financials - Dynamic Segments | Inquiry | Dynamic Segments Inquiry Duty | A duty for viewing dynamic segments for sets of books via the Dynamic Segments screen, and the ability to download dynamic segments for a set of books. | View Dynamic Segments Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Financials - Dynamic Segments | Management | Dynamic Segments Management Duty | A duty for maintaining dynamic segments for sets of books via the Dynamic Segments screen, and the ability to upload dynamic segments for a set of books. This is an extension of the Dynamic Segments Inquiry Duty. | Dynamic Segments Inquiry Duty Maintain Dynamic Segments Priv |
| Financials – General Ledger Drill Back | Inquiry | GL Drill Back Inquiry Duty | A duty for viewing general ledger drill back. | View GL Drill Back Priv |
| Financials – Transaction Data | Inquiry | Transaction Data Inquiry Duty | A duty for viewing transaction data. | View Transaction Data Priv |
| Fiscal Documents | Inquiry | Fiscal Document via Merchandising Inquiry Duty | A duty for searching for and viewing fiscal documents via the Fiscal Document Generation screen. | View Fiscal Documents via Merchandising Priv |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty | A duty for re-submitting and rejecting fiscal documents via the Fiscal Document Generation screen. This duty is an extension of the Fiscal Document Inquiry Duty. | Fiscal Document via Merchandising Inquiry Duty Maintain Fiscal Documents via Merchandising Priv |
| Franchise Cost | Inquiry | Franchise Cost Inquiry Duty | A duty for viewing franchise cost information. | View Franchise Cost Priv |
| Franchise Cost | Management | Franchise Cost Management Duty | A duty for maintaining franchise cost. This duty is an extension of the Franchise Cost Inquiry Duty. | Franchise Cost Inquiry Duty Maintain Franchise Cost Priv |
| Franchise Foundation | Inquiry | Franchise Foundation Inquiry Duty | A duty for viewing foundation data for deal pass through and franchise customers. | View Franchise Foundation Priv |
| Franchise Foundation | Management | Franchise Foundation Management Duty | A duty for maintaining foundation data for deal pass through and franchise customers. This is an extension o of the Franchise Foundation Inquiry Duty. | Franchise Foundation Inquiry Duty Maintain Franchise Foundation Priv |
| Franchise Orders and Returns | Inquiry | Franchise Orders and Returns Inquiry Duty | A duty for viewing franchise orders and returns. | View Franchise Orders and Returns Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Franchise Orders and Returns | Management | Franchise Orders and Returns Management Duty | A duty for maintaining franchise orders and returns. This duty is an extension of the Franchise Orders and Returns Inquiry Duty. | Franchise Orders and Returns Inquiry Duty Maintain Franchise Orders and Returns Priv |
| Franchise Orders and Returns | Approval | Franchise Orders and Returns Approval Duty | A duty for approving franchise orders and returns. This is an extension of the Franchise Orders and Returns Management Duty. | Franchise Orders and Returns Management Duty Approve Franchise Orders and Returns Priv |
| Import Management – Actual Landed Cost | Inquiry | ALC Inquiry Duty | A duty for searching for and viewing actual landed cost (ALC). | Search Actual Landed Cost Priv View Actual Landed Cost Priv |
| Import Management – Actual Landed Cost | Management | ALC Management Duty | A duty for finalizing actual landed cost (ALC). This duty is an extension of the ALC Inquiry Duty. | ALC Inquiry Duty Finalize Actual Landed Cost Priv |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty | A duty for searching for and viewing customs entries. | Search Customs Entries Priv View Customs Entries Priv |
| Import Management – Customs Entries | Management | Customs Entry Management Duty | A duty for maintaining and submitting customs entries. This is an extension of the Customs Entry Inquiry Duty. | Customs Entry Inquiry Duty Maintain Customs Entries Priv Submit Customs Entries Priv |
| Import Management – Customs Entries | Approval | Customs Entry Confirmation Duty | A duty for confirming customs entries. This is an extension of the Customs Entry Management Duty. | Customs Entry Management Duty Confirm Customs Entries Priv |
| Import Management – Letters of Credit | Inquiry | Letter of Credit Inquiry Duty | A duty for searching for and viewing letters of credit. | Search Letters of Credit Priv View Letters of Credit Priv |
| Import Management – Letters of Credit | Management | Letter of Credit Management Duty | A duty for maintaining and submitting letters of credit. This is an extension of the Letter of Credit Inquiry Duty. | Letter of Credit Inquiry Duty Maintain Letters of Credit Priv Submit Letters of Credit Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Import Management – Letters of Credit | Approval | Letter of Credit Approval Duty | A duty for approving and confirming letters of credit. This is an extension of the Letter of Credit Management Duty. | Letter of Credit Management Duty Approve Letters of Credit Priv Confirm Letters of Credit Priv |
| Import Management – Obligations | Inquiry | Obligation Inquiry Duty | A duty for searching for and viewing obligations. | Search Obligations Priv View Obligations Priv |
| Import Management – Obligations | Management | Obligation Management Duty | A duty for maintaining obligations. This is an extension of the Obligation Inquiry Duty. | Obligation Inquiry Duty Maintain Obligations Priv |
| Import Management – Obligations | Approval | Obligation Approval Duty | A duty for approving obligations. This is an extension of the Obligation Management Duty. | Obligation Management Duty Approve Obligations Priv |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty | A duty for searching for and viewing transportation information. | Search Transportation Priv View Transportation Priv |
| Import Management – Transportation | Management | Transportation Management Duty | A duty for maintaining transportation information. This duty is an extension of the Transportation Inquiry Duty. | Transportation Inquiry Duty Maintain Transportation Priv Finalize Transportation Priv |
| Inventory – Allocations | Inquiry | Allocation Inquiry Duty | A duty for viewing allocations via the Overdue Allocations report in the Inventory Control Dashboard. | View Allocations Priv |
| Inventory – Allocations | Management | Allocation Management Duty | A duty for maintaining allocations via the Overdue Allocations report in the Inventory Control Dashboard, for creating allocations via the Inventory Variance to Forecast report in the Inventory Analyst dashboard, and re- allocating purchase orders via the Open Orders report in the Inventory Analyst dashboard. This duty is an extension of the Allocation Inquiry Duty. | Allocation Inquiry Duty Maintain Allocations Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Inventory – Inventory Adjustments | Management | Inventory Adjustment Management Duty | A duty for creating inventory adjustments. | Maintain Inventory Adjustments Priv |
| Inventory – Inventory Adjustments – Data Loading | Management | Inventory Adjustment via Spreadsheet Management Duty | A duty for performing inventory adjustments via spreadsheet upload. | Maintain Inventory Adjustments via Spreadsheet Priv |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty | A duty for viewing item related inventory and sales information. | View Item Inventory and Sales Priv |
| Inventory – MRTs | Inquiry | MRT Inquiry Duty | A duty for searching for and viewing mass return transfers (MRTs). | Search MRTs Priv View MRTs Priv |
| Inventory – MRTs | Management | MRT Management Duty | A duty for maintaining and submitting mass return transfers (MRTs). This duty is an extension of the MRT Inquiry Duty. | MRT Inquiry Duty Maintain MRTs Priv Submit MRTs Priv |
| Inventory – MRTs | Approval | MRT Approval Duty | A duty for the approval of mass return transfers (MRTs). This duty is an extension of the MRT Management Duty. | MRT Management Duty Approve MRTs Priv |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty | A duty for searching for and viewing returns to vendors (RTVs). | Search RTVs Priv View RTVs Priv |
| Inventory – RTVs | Management | RTV Management Duty | A duty for maintaining, cancelling and shipping returns to vendors (RTVs). This duty is an extension of the RTV Inquiry Duty. | RTV Inquiry Duty Maintain RTVs Priv Ship RTVs Priv |
| Inventory – RTVs | Approval | RTV Approval Duty | A duty for approving returns to vendors (RTVs). This duty is an extension of the RTV Management Duty. | RTV Management Duty Approve RTVs Priv |
| Inventory – RTVs | Additional Management | RTV Ship Duty | A duty for shipping returns to vendors (RTVs). NOTE: The Ship RTV Priv is already contained in the RTV Management Duty, so this duty is only needed if there’s a desire to grant shipment privileges separate from management. | Ship RTV Priv |
| Inventory – Shipments and Receipts | Inquiry | Shipment and Receipts Inquiry Duty | A duty for viewing shipments and receipts. | View Shipments and Receipts Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Inventory – Shipments and Receipts | Management | Shipment and Receipts Management Duty | A duty for maintaining shipments and receipts. This is an extension of the Shipment and Receipts Inquiry Duty. | Shipment and Receipts Inquiry Duty Maintain Shipments and Receipts Priv |
| Inventory – Transfers | Inquiry | Transfer Inquiry Duty | A duty for searching for and viewing transfers. | Search Transfers Priv View Transfers Priv |
| Inventory – Transfers | Management | Transfer Management Duty | A duty for maintaining and submitting transfers. This duty is an extension of the Transfer Inquiry Duty. | Transfer Inquiry Duty Maintain Transfers Priv Submit Transfers Priv |
| Inventory – Transfers | Approval | Transfer Approval Duty | A duty for approving transfers. This duty is an extension of the Transfer Management Duty. | Transfer Management Duty Approve Transfers Priv |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty | A duty for maintaining transfers with finishing. In order to maintain transfers with finishing, users must also have the ability to search, view and maintain transfers. This can be done by also assigning the Transfer Management Duty or the Transfer Approval Duty. | Maintain Transfers with Finishing Priv |
| Inventory – Transfers – Intercompany | Inquiry | Intercompany Transfer Inquiry Duty | A duty for viewing intercompany transfers. All roles that are assigned this duty must also have, at a minimum, inquiry access to transfers via the Transfer Inquiry Duty. We consider the ability to view or maintain intercompany transfers an additive ability. All users that have access to intercompany transfers must also have access to non- intercompany transfers, but all users that have access to non- intercompany transfers will not necessarily have access to intercompany transfers. | View Intercompany Transfers Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Inventory – Transfers – Intercompany | Management | Intercompany Transfer Management Duty | A duty for maintaining and submitting intercompany transfers. This duty is an extension of the Intercompany Transfer Inquiry Duty. All roles that are assigned this duty must also have, at a minimum, the Transfer Management Duty. We consider the ability to view or maintain intercompany transfers an additive ability. All users that have access to intercompany transfers will have access to non-intercompany transfers, but all users that have access to non- intercompany transfers will not necessarily have access to intercompany transfers. | Intercompany Transfer Inquiry Duty Maintain Intercompany Transfers Priv Submit Intercompany Transfers Priv |
| Inventory – Transfers – Intercompany | Approval | Intercompany Transfer Approval Duty | A duty for approving intercompany transfers. This is an extension of the Intercompany Transfer Management Duty. All roles that are assigned this duty must also have, at a minimum, management access to transfers via the Transfer Management Duty. We consider the ability to view or maintain intercompany transfers an additive ability. All users that have access to intercompany transfers must also have access to non- intercompany transfers, but all users that have access to non- intercompany transfers will not necessarily have access to intercompany transfers. | Intercompany Transfer Management Duty Approve Intercompany Transfers Priv |
| Items | Inquiry | Item Inquiry Duty | A duty for searching for and viewing items and item related data. | Search Items Priv View Items Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Items | Management | Item Management Duty | A duty for maintaining, deleting and submitting items. This duty is an extension of the Item Inquiry Duty. | Item Inquiry Duty Maintain Items Priv Delete Items Priv Submit Items Priv |
| Items | Approval | Item Approval Duty | A duty for approving items. This duty is an extension of the Item Management Duty. | Item Management Duty Approve Items Priv |
| Items – Grocery Attributes | Management | Grocery Attribute Management Duty | A duty for viewing and maintaining grocery item related attributes. | Maintain/View Grocery Attributes Priv |
| Items – Import Items | Inquiry | Import Item Inquiry Duty | A duty for viewing item data related to imports. | View Import Items Priv |
| Items – Import Items | Management | Import Item Management Duty | A duty for maintaining item data related to imports. This is an extension of the Import Item Inquiry Duty. | Import Item Inquiry Duty Maintain Import Items Priv |
| Items – Item Lists | Inquiry | Item List Inquiry Duty | A duty for searching for and viewing item lists. | Search Item Lists Priv View Item Lists Priv |
| Items – Item Lists | Management | Item List Management Duty | A duty for maintaining item lists. This duty is an extension of the Item List Inquiry Duty. | Item List Inquiry Duty Maintain Item Lists Priv |
| Items – Locations | Inquiry | Item Location Inquiry Duty | A duty for viewing item location information. This is an extension of the Item Inquiry Duty. | Item Inquiry Duty View Item Locations Priv |
| Items – Locations | Management | Item Location Management Duty | A duty for maintaining item location information. This duty is an extension of the Item Location Inquiry Duty and the Item Inquiry Duty. | Item Location Inquiry Duty Maintain Item Locations Priv |
| Items – Ownership Changes | Inquiry | Ownership Change Inquiry Duty | A duty for searching for and viewing consignment/ concession ownership changes. | Search Ownership Changes Priv View Ownership Changes Priv |
| Items – Ownership Changes | Management | Ownership Change Management Duty | A duty for maintaining consignment/concession ownership changes. This duty is an extension of the Ownership Change Inquiry Duty. | Ownership Change Inquiry Duty Maintain Ownership Changes Priv Submit Ownership Changes Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Items – Ownership Changes | Approval | Ownership Change Approval Duty | A duty for approving consignment/concession ownership changes This duty is an extension of the Ownership Change Management Duty. | Ownership Change Management Duty Approve Ownership Changes Priv |
| Items – Substitute Items - Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty | A duty for viewing substitute items via downloaded spreadsheets. | View Substitute Items via Spreadsheet Priv |
| Items – Substitute Items - Data Loading | Management | Substitute Items via Spreadsheet Management Duty | A duty for maintaining substitute items via spreadsheet downloads and uploads. This duty is an extension of the Substitute Items via Spreadsheet Inquiry Duty. | Substitute Items via Spreadsheet Inquiry Duty Maintain Substitute Items via Spreadsheet Priv |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty | A duty for viewing item supplier sourcing information. This is an extension of the Item Inquiry Duty. | Item Inquiry Duty View Item Suppliers Priv |
| Items – Suppliers | Management | Item Supplier Management Duty | A duty for maintaining item supplier sourcing information. This duty is an extension of the Item Supplier Inquiry Duty and the Item Inquiry Duty. | Item Supplier Inquiry Duty Maintain Item Suppliers Priv |
| Items – Ticket Requests | Management | Ticket Management Duty | A duty for maintaining ticket requests. | Maintain Ticket Requests Priv |
| Location Lists | Inquiry | Location List Inquiry Duty | A duty for searching for and viewing location lists. | Search Location Lists Priv View Location Lists Priv |
| Location Lists | Management | Location List Management Duty | A duty for creating and maintaining location lists. This duty is an extension of the Location List Inquiry Duty. | Location List Inquiry Duty Maintain Location Lists Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Location Lists | High Security | Location List High Security Duty | A duty for modifying and editing ‘Private’ location lists created by any user. In general, ‘Private’ location lists are intended to only be modification or deletion by the user that originally created the list. This ‘High Security’ duty allows users the ability to modify or delete private location lists that were created by any user. It is recommended that only administrative users be granted this duty. This duty is an extension of the Location List Management Duty. | Location List Management Duty Maintain Private Location Lists for All Users Priv |
| Merchandise Hierarchy | Inquiry | Merchandise Hierarchy Inquiry Duty | A duty for searching for and viewing the merchandise hierarchy, viewing defaults defined at various levels of the merchandise hierarchy, viewing pending merchandise hierarchy changes. This also includes viewing all grouping levels of the hierarchy, Division, Group, Department, Class, and Subclass, and viewing department level up charges and Tax information. | Search Merchandise Hierarchy Priv View Merchandise Hierarchy Priv View Divisions Priv View Groups Priv View Departments Priv View Classes Priv View Subclasses Priv View Merchandise Hierarchy Defaults Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Merchandise Hierarchy | Management | Merchandise Hierarchy Management Duty | A duty for creating and maintaining the grouping levels of the merchandise hierarchy, creating and maintaining defaults at various levels of the hierarchy, creating and maintaining item reclassifications and maintaining pending merchandise hierarchy changes. This also includes maintaining the details of all grouping levels of the hierarchy, Division, Group, Department, Class and Subclass, and maintaining department level up charges and Tax information. This duty is an extension of the Merchandise Hierarchy Inquiry Duty. | Merchandise Hierarchy Inquiry Duty Maintain Merchandise Hierarchy Priv Maintain Divisions Priv Maintain Groups Priv Maintain Departments Priv Maintain Classes Priv Maintain Subclasses Priv Maintain Merchandise Hierarchy Defaults Priv Maintain Reclassifications Priv |
| Organizational Hierarchy | Inquiry | Organizational Hierarchy Inquiry Duty | A duty for searching for and viewing the Organization Hierarchy. This also includes viewing all grouping levels of the hierarchy, Chain, Area, Region, and District. | View Organizational Hierarchy Priv View Chains Priv View Areas Priv View Regions Priv View Districts Priv View Stores Priv View Warehouses Priv |
| Organizational Hierarchy | Management | Organizational Hierarchy Management Duty | A duty for creating and maintaining the grouping levels of the Organization Hierarchy. This includes all grouping levels of the hierarchy, Chain, Area, Region, and District. This duty is an extension of the Organizational Hierarchy Inquiry Duty. | Organizational Hierarchy Inquiry Duty Maintain Chains Priv Maintain Areas Priv Maintain Regions Priv Maintain Districts Priv |
| Organizational Hierarchy – Locations | Inquiry | Location Inquiry Duty | A duty for searching for and viewing stores and warehouses. | View Organizational Hierarchy Priv View Stores Priv View Warehouses Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Organizational Hierarchy – Locations | Management | Location Management Duty | A duty for maintaining stores and warehouses. This duty is an extension of the Organizational Hierarchy Inquiry Duty. | Organizational Hierarchy Inquiry Duty Maintain Stores Priv Maintain Warehouses Priv |
| Organizational Hierarchy - Locations Destination | Access Granted | Locations Destination Access Duty | A duty for accessing the Locations Destination, which serves as a hub for creating, viewing and maintaining location- related foundation data. **Note:**This controls access to the Locations Destination from the Merchandising ADF UI. To control access to workflows within the Locations Destination JET UI, see the_Locations_ Destination Security Guide. | View Locations Destination Priv |
| Organizational Hierarchy – Stores | Management | Store Management Duty | A duty for maintaining stores. This duty is an extension of the Organizational Hierarchy Inquiry Duty. | Organizational Hierarchy Inquiry Duty Maintain Stores Priv |
| Organizational Hierarchy – Warehouses | Management | Warehouse Management Duty | A duty for maintaining warehouses. This duty is an extension of the Organizational Hierarchy Inquiry Duty. | Organizational Hierarchy Inquiry Duty Maintain Warehouses Priv |
| Partners | Inquiry | Partner Inquiry Duty | A duty for searching for and viewing partners. | Search Partners Priv View Partners Priv |
| Partners | Management | Partner Management Duty | A duty for maintaining partners. This duty is an extension of the Partner Inquiry Duty. | Partner Inquiry Duty Maintain Partners Priv |
| Partners | Approval | Partner Activation Duty | A duty for activating or deactivating a partner. This duty is an extension of the Partner Management Duty. | Partner Management Duty Activate Partners Priv Deactivate Partners Priv |
| Price – Competitor Price | Inquiry | Competitor Inquiry Duty | A duty for viewing competitive shop requests and competitive price history. | View Competitive Shop Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Price – Competitor Price | Management | Competitor Management Duty | A duty for maintaining competitive shop requests. This duty is an extension of the Competitive Shop Inquiry Duty. | Competitor Inquiry Duty Maintain Competitive Shop Priv |
| Price – Price Change History | Inquiry | Price Change History Inquiry Duty | A duty for viewing price change history. | View Price Change History Priv |
| Price – Product Restrictions | Inquiry | Production Restrictions Inquiry Duty | A duty for searching for and viewing product restrictions. | Search Product Restrictions Priv View Product Restrictions Priv |
| Price – Product Restrictions | Management | Production Restrictions Management Duty | A duty for maintaining product restrictions. This duty is an extension of the Product Restrictions Inquiry Duty. | Production Restrictions Inquiry Duty Maintain Product Restrictions Priv |
| Purchase Orders | Inquiry | Purchase Order Inquiry Duty | A duty for searching for and viewing purchase orders. | Search Purchase Orders Priv View Purchase Orders Priv |
| Purchase Orders | Management | Purchase Order Management Duty | A duty for maintaining and submitting purchase orders. This duty is an extension of the Purchase Order Inquiry Duty. | Purchase Order Inquiry Duty Maintain Purchase Orders Priv Submit Purchase Orders Priv Close Purchase Orders Priv |
| Purchase Orders | Approval | Purchase Order Approval Duty | A duty for approving purchase orders, and accepting or rejecting purchase order revisions. This duty is an extension of the Purchase Order Management Duty. | Purchase Order Management Duty Accept Purchase Order Revisions Priv Reject Purchase Order Revisions Priv Approve Purchase Orders Priv |
| Purchase Orders – DSD Orders | Management | DSD Management Duty | A duty for maintaining DSD purchase orders. | Maintain DSD Orders Priv |
| Purchase Orders – Pre–Issued Order Numbers | Management | Pre-issued Order Numbers Management Duty | A duty for generating pre- issue order numbers and creating orders using pre- issued numbers. | Maintain Pre-Issued Order Numbers Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Purchase Orders – Receipt Adjustments by Cost | Management | Receipt Adjustments by Cost Management Duty | A duty for creating receipt adjustments by cost. | Maintain Receipt Adjustments by Cost Priv |
| Replenishment – Attributes | Inquiry | Replenishment Inquiry Duty | A duty for searching for and viewing replenishment attributes. | View Replenishment Attributes Priv |
| Replenishment – Attributes | Management | Replenishment Management Duty | A duty for maintaining replenishment attributes. This duty is an extension of the Replenishment Inquiry Duty. | Replenishment Inquiry Duty Maintain Replenishment Attributes Priv |
| Replenishment – Buyer Worksheets | Inquiry | Buyer Worksheet Inquiry Duty | A duty for searching for and viewing buyer worksheets. | View Buyer Worksheets Priv |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty | A duty for maintaining buyer worksheets. This duty is an extension of the Buyer Worksheet Inquiry Duty. | Buyer Worksheet Inquiry Duty Maintain Buyer Worksheets Priv |
| Required Documents | Inquiry | Required Document Inquiry Duty | A duty for viewing required documents. | View Required Documents Priv |
| Required Documents | Management | Required Document Management Duty | A duty for maintaining required documents. This duty is an extension of the Required Documents Inquiry Duty. | Required Documents Inquiry Duty Maintain Required Documents Priv |
| Stock Counts – Requests and Units | Inquiry | Stock Count Inquiry Duty | A duty for searching for and viewing stock count requests and stock count unit results. | View Stock Counts Priv View Stock Count Units Priv |
| Stock Counts – Requests and Units | Management | Stock Count Management Duty | A duty for maintaining stock count requests and stock count unit results. This duty is an extension of the Stock Count Inquiry Duty. | Stock Count Inquiry Duty Maintain Stock Counts Priv Maintain Stock Count Units Priv |
| Stock Counts – Values | Inquiry | Stock Count Value Inquiry Duty | A duty for viewing stock count value variances and adjustments. | View Stock Count Values Priv |
| Stock Counts – Values | Management | Stock Count Value Management Duty | A duty for maintaining stock count value variances and adjustments. This duty is an extension of the Stock Count Inquiry Duty. | Stock Count Value Inquiry Duty Maintain Stock Count Values Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Stock Ledger | Inquiry | Stock Ledger Inquiry Duty | A duty for viewing the stock ledger, viewing the Cumulative Markon Variance and Shrinkage Variance dashboard reports, and viewing the Division Year End Valuation and Department Year End Valuation reports. | View Stock Ledger Priv |
| Supplier Inventory Management | Inquiry | Supplier Inventory Inquiry Duty | A duty for viewing supplier inventory management information. | View Supplier Inventory Management Priv |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty | A duty for maintaining supplier inventory management information. This duty is an extension of the Supplier Inventory Inquiry Duty. | Supplier Inventory Inquiry Duty Maintain Supplier Inventory Management Priv |
| Suppliers | Inquiry | Supplier Inquiry Duty | A duty for searching for and viewing suppliers and supplier sites. | Search Suppliers Priv View Suppliers Priv |
| Suppliers | Management | Supplier Management Duty | A duty for maintaining suppliers and supplier sites. This duty is an extension of the Supplier Inquiry Duty. | Supplier Inquiry Duty Maintain Suppliers Priv |
| Suppliers | Approval | Supplier Activation Duty | A duty for activating or deactivating a supplier or supplier site. This duty is an extension of the Supplier Management Duty. | Supplier Management Duty Activate Suppliers Priv Deactivate Suppliers Priv |
| Suppliers – Org Units | Inquiry | Supplier Org Unit Inquiry Duty | A duty for viewing supplier org unit associations. | View Supplier Org Units Priv |
| Suppliers – Org Units | Management | Supplier Org Unit Management Duty | A duty for creating and maintaining supplier org unit associations. This duty is an extension of the Supplier Org Unit Inquiry Duty. | Supplier Org Unit Inquiry Duty Maintain Supplier Org Units Priv |
| Supply Chain Network | Inquiry | Supply Chain Network Inquiry Duty | A duty for viewing supplier chain network information including Priority Groups, Location Activity Schedules, Warehouse Department Parameters, Transit Times, and Supplier and Location Delivery Schedules. | View Supply Chain Network Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Supply Chain Network | Management | Supply Chain Network Management Duty | A duty for maintaining supply chain network information including Priority Groups, Location Activity Schedules, Warehouse Department Parameters, Transit Times, and Supplier and Location Delivery Schedules. This duty is an extension of the Supply Chain Network Inquiry Duty. | Supply Chain Network Inquiry Duty Maintain Supply Chain Network Priv |
| Supply Chain Network – Warehouse Department Parameters | Inquiry | Warehouse Department Parameter Inquiry Duty | A duty for viewing warehouse department parameters. | View Warehouse Department Parameters Priv |
| Supply Chain Network – Warehouse Department Parameters | Management | Warehouse Department Parameter Management Duty | A duty for maintaining warehouse department parameters. This duty is an extension of the Warehouse Department Parameter Inquiry Duty. | Warehouse Department Parameter Inquiry Duty Maintain Warehouse Department Parameters Priv |
| Taxes – Department Level Defaults | Inquiry | Department Tax Inquiry Duty | A duty for viewing department tax information. | View Department Taxes Priv |
| Taxes – Department Level Defaults | Management | Department Tax Management Duty | A duty for maintaining department tax information. This duty is an extension of the Department Tax Inquiry Duty. | Department Taxes Inquiry Duty Maintain Department Taxes Priv |
| Taxes – Tax Rules | Inquiry | Tax Rule Inquiry Duty | A duty for searching for and viewing tax rules via the Tax Rule workflow and via spreadsheet download. | Search Tax Rules Priv View Tax Rules Priv |
| Taxes – Tax Rules | Management | Tax Rule Management Duty | A duty for maintaining and submitting tax rules via the Tax Rule workflow and via spreadsheet upload. This duty is an extension of the Tax Rule Inquiry Duty. | Tax Rule Inquiry Duty Maintain Tax Rules Priv Submit Tax Rules Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Access Level | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|---|
| Taxes – Tax Rules | Approval | Tax Rule Approval Duty | A duty for approving tax rules via the Tax Rule workflow and via spreadsheet upload. This duty is an extension of the Tax Rule Management Duty. | Tax Rule Management Duty Approve Tax Rules Priv |
Duty to Role Mappings
The job roles provided in the default security configuration have the following duties assigned to control their levels of access:
Table 3-2 Application Administrator
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | Access Granted | Allocation Global Menu Duty |
| Administration – Application Navigator – Invoice Matching | Access Granted | Invoice Matching Global Menu Duty |
| Administration – Application Navigator – Sales Audit | Access Granted | Sales Audit Global Menu Duty |
| Administration – Application Navigator – Merchandising | Access Granted | Merchandising Global Menu Duty |
| Administration – Application Navigator – Pricing | Access Granted | Pricing Global Menu Duty |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | Management | Custom Flex Attributes Management Duty |
| Administration – Custom Validation Rules | Approval | Custom Validation Rules Approval Duty |
| Administration – Data Access Schema (DAS) | Management | DAS Administration Management Duty |
| Administration – Data Loading Template Configuration | Management | Data Loading Template Configuration Management Duty |
| Administration – Data Viewer | Inquiry | Database via Application Express Inquiry Duty |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | Management | Inbound Data Errors Management Duty |
| Administration – Report Options | Management | Report Options Management Duty |
| Administration – Settings Administrator Console | Access Granted | Administrator Security Console Management Duty |
| Administration – Settings Menu | Access Granted | Settings Menu Duty |
| Administration – System Options | Management | Application Admin Management Duty |
Table 3-2 (Cont.) Application Administrator
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Translations | Management | Centralized Data Translation Management Duty |
| Administration – Web Service Access | Access Granted | Service Access Duty |
| Administration – Web Service Configuration | Management | Web Service Configuration Management Duty |
| Contracts | Approval | Contract Approval Duty |
| Cost Changes | Approval | Cost Change Approval Duty |
| Cost Zones | Management | Cost Zone Management Duty |
| Dashboard – Buyer | Inquiry | Buyer Dashboard Inquiry Duty |
| Dashboard – Data Steward | Inquiry | Data Steward Inquiry Duty |
| Dashboard – Finance Analyst | Inquiry | Finance Analyst Inquiry Duty |
| Dashboard – Inventory Analyst | Inquiry | Inventory Analyst Inquiry Duty |
| Dashboard – Inventory Control | Inquiry | Inventory Control Inquiry Duty |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | Inquiry | Alert Data - Month End Health Inquiry Duty |
| Data Loading – Alert Data – Sales | Inquiry | Alert Data - Sales Processing Inquiry Duty |
| Data Loading – Data Filtering Foundation | Management | Data Filtering Management Duty |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | Management | Financial Admin Management Duty |
| Data Loading – Financial Budgets | Management | Budgets Management Duty |
| Data Loading – Financial Control | Management | Financial Control Management Duty |
| Data Loading – Foundation | Management | Foundation Data via Spreadsheet Management Duty |
| Data Loading – Import Foundation | Management | Import Foundation Management Duty |
| Data Loading – Inventory Foundation | Management | Inventory Foundation Data via Spreadsheet Management Duty |
| Data Loading – Item Foundation | Management | Item Foundation Data via Spreadsheet Management Duty |
| Data Loading – Price and Cost Foundation | Management | Price and Cost Foundation Data via Spreadsheet Management Duty |
| Data Loading – Replenishment Foundation | Management | Replenishment Foundation Data via Spreadsheet Management Duty |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | Approval | Deal Approval Duty |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | Management | Diff Ratio Management Duty |
| Differentiators | Management | Diff Management Duty |
Table 3-2 (Cont.) Application Administrator
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Expenses – Department Up Charges | Management | Department Up Charge Management Duty |
| Expenses – Expense Profiles | Management | Expense Profile Management Duty |
| Financials – Average Cost | Management | Average Cost Management Duty |
| Financials – Average Cost – Data Loading | Management | Average Cost via Spreadsheet Management Duty |
| Financials – Dynamic Segments | Management | Dynamic Segment Management Duty |
| Financials – General Ledger Drill Back | Inquiry | GL Drill Back Inquiry Duty |
| Financials – Transaction Data | Inquiry | Transaction Data Inquiry Duty |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | Management | Franchise Cost Management Duty |
| Franchise Foundations | Management | Franchise Foundation Management Duty |
| Franchise Orders and Returns | Approval | Franchise Orders and Returns Approval Duty |
| Import Management – Actual Landed Cost | Management | ALC Management Duty |
| Import Management – Customs Entries | Approval | Customs Entry Confirmation Duty |
| Import Management – Letters of Credit | Approval | Letter of Credit Approval Duty |
| Import Management – Obligations | Approval | Obligation Approval Duty |
| Import Management – Transportation | Management | Transportation Management Duty |
| Inventory – Allocations | Management | Allocation Management Duty |
| Inventory – Inventory Adjustments | Management | Inventory Adjustment Management Duty |
| Inventory – Inventory Adjustments – Data Loading | Management | Inventory Adjustment via Spreadsheet Management Duty |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Approval | MRT Approval Duty |
| Inventory – RTVs | Approval | RTV Approval Duty |
| Inventory – Shipments and Receipts | Management | Shipment and Receipts Management Duty |
| Inventory – Transfers | Approval | Transfer Approval Duty |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty |
| Inventory – Transfers – Intercompany | Approval | Intercompany Transfer Approval Duty |
| Items | Approval | Item Approval Duty |
| Items – Grocery Attributes | Access Granted | Grocery Attribute Management Duty |
| Items – Import Items | Management | Import Item Management Duty |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Management | Item Location Management Duty |
| Items – Ownership Changes | Approval | Ownership Change Approval Duty |
Table 3-2 (Cont.) Application Administrator
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Items – Substitute Items – Data Loading | Management | Substitute Items via Spreadsheet Management Duty |
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | Management | Ticket Management Duty |
| Location Lists | High Security | Location List High Security Duty |
| Merchandise Hierarchy | Management | Merchandise Hierarchy Management Duty |
| Organizational Hierarchy | Management | Organizational Hierarchy Management Duty |
| Organizational Hierarchy – Locations | Management | Location Management Duty |
| Organizational Hierarchy – Locations Destination | Access Granted | Location Destination Access Duty **Note:**This duty controls access to the Locations Destination from the Merchandising ADF UI. To control access to workflows within the Locations Destination JET UI, see the Locations Destination Security Guide. |
| Partners | Approval | Partner Activation Duty |
| Price – Competitor Price | Management | Competitor Management Duty |
| Price – Price Change History | Inquiry | Price Change History Inquiry Duty |
| Price – Product Restriction | Management | Product Restrictions Management Duty |
| Purchase Orders | Approval | Purchase Order Approval Duty |
| Purchase Orders – DSD Orders | Management | DSD Management Duty |
| Purchase Orders – Pre-Issued Order Numbers | Management | Pre-issued Order Numbers Management Duty |
| Purchase Orders – Receipt Adjustments by Cost | Management | Receipt Adjustments by Cost Management Duty |
| Replenishment – Attributes | Management | Replenishment Management Duty |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | Management | Required Document Management Duty |
| Stock Counts – Requests and Units | Management | Stock Count Management Duty |
| Stock Counts – Values | Management | Stock Count Value Management Duty |
| Stock Ledger | Inquiry | Stock Ledger Inquiry Duty |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty |
| Suppliers | Approval | Supplier Activation Duty |
| Suppliers – Org Units | Management | Supplier Org Unit Management Duty |
| Supply Chain Network | Management | Supply Chain Network Management Duty |
| Supply Chain Network – Warehouse Department Parameters | Management | Warehouse Department ParameterManagement Duty |
| Taxes – Department Level Defaults | Management | Department Tax Management Duty |
Table 3-2 (Cont.) Application Administrator
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Taxes – Tax Rules | Approval | Tax Rule Approval Duty |
Table 3-3 Data Steward
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Validation Rules | Management | Custom Validation Rules Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | Management | Data Loading Template Configuration Management Duty |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | Management | Application Admin Management Duty |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | Management | Cost Change Management Duty |
| Cost Zones | Management | Cost Zone Management Duty |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | Inquiry | Data Steward Inquiry Duty |
| Dashboard – Finance Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access |
Table 3-3 (Cont.) Data Steward
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | Management | Data Filtering Management Duty |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | Management | Financial Admin Management Duty |
| Data Loading – Financial Budgets | No Access | |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Management | Foundation Data via Spreadsheet Management Duty |
| Data Loading – Import Foundation | Management | Import Foundation Management Duty |
| Data Loading – Inventory Foundation | Management | Inventory Foundation Data via Spreadsheet Management Duty |
| Data Loading – Item Foundation | Management | Item Foundation Data via Spreadsheet Management Duty |
| Data Loading – Price and Cost Foundation | Management | Price and Cost Foundation Data via Spreadsheet Management Duty |
| Data Loading – Replenishment Foundation | Management | Replenishment Foundation Data via Spreadsheet Management Duty |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | Management | Diff Ratio Management Duty |
| Differentiators | Management | Diff Management Duty |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | Management | Dynamic Segment Management Duty |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | No Access | |
| Franchise Cost | No Access | |
| Franchise Foundation | Management | Franchise Foundation Management Duty |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | No Access | |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | No Access |
Table 3-3 (Cont.) Data Steward
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | No Access | |
| Inventory – MRTs | No Access | |
| Inventory – RTVs | No Access | |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | No Access | |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | No Access | |
| Items | Approval | Item Approval Duty |
| Items – Grocery Attributes | Management | Grocery Attribute Management Duty |
| Items – Import Items | Management | Import Item Management Duty |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Management | Item Location Management Duty |
| Items – Ownership Changes | Management | Ownership Change Management Duty |
| Items – Substitute Items – Data Loading | Management | Substitute Items via Spreadsheet Management Duty |
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | Management | Ticket Management Duty |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | Management | Merchandise Hierarchy Management Duty |
| Organizational Hierarchy | Management | Organizational Hierarchy Management Duty |
| Organizational Hierarchy – Locations | Management | Location Management Duty |
| Organizational Hierarchy – Locations Destination | Access Granted | Location Destination Access Duty |
| Partners | Approval | Partner Activation Duty |
| Price – Competitor Price | Management | Competitor Management Duty |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | Management | Product Restrictions Management Duty |
| Purchase Orders | No Access | |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | No Access | |
| Required Documents | No Access |
Table 3-3 (Cont.) Data Steward
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Stock Counts – Requests and Units | No Access | |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty |
| Suppliers | Management | Supplier Management Duty |
| Suppliers – Org Units | Inquiry | Supplier Org Unit Inquiry Duty |
| Supply Chain Network | Management | Supply Chain Network Management Duty |
| Supply Chain Network – Warehouse Department Parameters | Management | Warehouse Department ParameterManagement Duty |
| Taxes – Department Level Defaults | Management | Department Tax Management Duty |
| Taxes – Tax Rules | Management | Tax Rule Management Duty |
Table 3-4 Buyer
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Validation Rules | No Access | |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | Approval | Contract Approval Duty |
Table 3-4 (Cont.) Buyer
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Cost Changes | Approval | Cost Change Approval Duty |
| Cost Zones | No Access | |
| Dashboard – Buyer | Inquiry | Buyer Dashboard Inquiry Duty |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | Management | Budgets Management Duty |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | Inquiry | Import Foundation Inquiry Duty |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | Approval | Deal Approval Duty |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | Management | Diff Ratio Management Duty |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | No Access | |
| Franchise Cost | Management | Franchise Cost Management Duty |
| Franchise Foundation | Management | Franchise Foundation Management Duty |
Table 3-4 (Cont.) Buyer
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Franchise Orders and Returns | Approval | Franchise Orders and Returns Approval Duty |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | No Access | |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | No Access | |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | No Access | |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | No Access | |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | No Access | |
| Items | Approval | Item Approval Duty |
| Items – Grocery Attributes | Management | Grocery Attribute Management Duty |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | Approval | Ownership Change Approval Duty |
| Items – Substitute Items – Data Loading | Management | Substitute Items via Spreadsheet Management Duty |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | No Access | |
| Price – Competitor Price | Inquiry | Competitor Inquiry Duty |
| Price – Price Change History | Inquiry | Price Change History Inquiry Data |
| Price – Product Restrictions | No Access | |
| Purchase Orders | No Access | Purchase Order Approval Duty |
| Purchase Orders – DSD Orders | No Access |
Table 3-4 (Cont.) Buyer
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Purchase Orders – Pre-Issued Order Numbers | Management | Pre-Issued Order Numbers Management Duty |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | No Access | |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | No Access | |
| Suppliers – Org Units | No Access | |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | Inquiry | Department Tax Inquiry Duty |
| Taxes – Tax Rules | Inquiry | Tax Rule Inquiry Duty |
Table 3-5 Inventory Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access |
Table 3-5 (Cont.) Inventory Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | Management | Contract Management Duty |
| Cost Changes | No Access | |
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | Inquiry | Inventory Analyst Inquiry Duty |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | No Access | |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | Inquiry | Budgets Inquiry Duty |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | Management | Diff Ratio Management Duty |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access |
Table 3-5 (Cont.) Inventory Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | Approval | Franchise Orders and Returns Approval Duty |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | Management | Allocation Management Duty |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Approval | MRT Approval Duty |
| Inventory – RTVs | Approval | RTV Approval Duty |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | Approval | Transfer Approval Duty |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty |
| Inventory – Transfers – Intercompany | Approval | Intercompany Transfer Approval Duty |
| Items | Approval | Item Approval Duty |
| Items – Grocery Attributes | Management | Grocery Attribute Management Duty |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Management | Item Location Management Duty |
| Items – Ownership Changes | Management | Ownership Change Management Duty |
| Items – Substitute Items – Data Loading | Management | Substitute Items via Spreadsheet Management Duty |
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | Management | Ticket Management Duty |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access |
Table 3-5 (Cont.) Inventory Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Partners | No Access | |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Approval | Purchase Order Approval Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | Management | Pre-Issued Order Numbers Management Duty |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | Management | Replenishment Management Duty |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | No Access | |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | No Access | |
| Suppliers – Org Units | No Access | |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | No Access | |
| Taxes – Tax Rules | No Access |
Table 3-6 Inventory Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access |
Table 3-6 (Cont.) Inventory Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | Approval | Contract Approval Duty |
| Cost Changes | No Access | |
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | Inquiry | Inventory Analyst Inquiry Duty |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | No Access | |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | Inquiry | Budgets Inquiry Duty |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
Table 3-6 (Cont.) Inventory Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Differentiator Ratios | Management | Diff Ratio Management Duty |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | Approval | Franchise Orders and Returns Approval Duty |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Approval | MRT Approval Duty |
| Inventory – RTVs | Approval | RTV Approval Duty |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | Approval | Transfer Approval Duty |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty |
| Inventory – Transfers – Intercompany | Approval | Intercompany Transfer Approval Duty |
| Items | Approval | Item Approval Duty |
| Items – Grocery Attributes | Management | Grocery Attribute Management Duty |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Management | Item Location Management Duty |
| Items – Ownership Changes | Management | Ownership Change Management Duty |
| Items – Substitute Items – Data Loading | Management | Substitute Items via Spreadsheet Management Duty |
Table 3-6 (Cont.) Inventory Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | Management | Ticket Management Duty |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | No Access | |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Management | Purchase Order Management Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | Management | Pre-Issued Order Numbers Management Duty |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | Management | Replenishment Management Duty |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | No Access | |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | No Access | |
| Suppliers – Org Units | No Access | |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | No Access | |
| Taxes – Tax Rules | No Access |
Table 3-7 Corporate Inventory Control Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access |
Table 3-7 (Cont.) Corporate Inventory Control Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | No Access | |
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | Inquiry | Inventory Control Inquiry Duty |
| Dashboard – Tax Rules | No Access | |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | No Access | |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access |
Table 3-7 (Cont.) Corporate Inventory Control Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | Inquiry | Allocation Inquiry Duty |
| Inventory – Inventory Adjustments | Management | Inventory Adjustment Management Duty |
| Inventory – Inventory Adjustments – Data Loading | Management | Inventory Adjustment via Spreadsheet Management Duty |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Management | MRT Management Duty |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty |
| Inventory – Shipments and Receipts | Management | Shipment and Receipts Management Duty |
| Inventory – Transfers | Approval | Transfer Approval Duty |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty |
| Inventory – Transfers – Intercompany | Management | Intercompany Transfer Management Duty |
Table 3-7 (Cont.) Corporate Inventory Control Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | No Access | |
| Items – Item Lists | No Access | |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Inquiry | Location List Inquiry Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | No Access | |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Management | Purchase Order Management Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | Management | Stock Count Management Duty |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | No Access | |
| Suppliers – Org Units | No Access | |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | No Access | |
| Taxes – Tax Rules | No Access |
Table 3-8 Inventory Control Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | No Access | |
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | Inquiry | Inventory Control Inquiry Duty |
| Dashboard – Tax Rules | No Access | |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | No Access | |
| Data Loading – Financial Control | No Access |
Table 3-8 (Cont.) Inventory Control Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access | |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | Management | Inventory Adjustment Management Duty |
| Inventory – Inventory Adjustments – Data Loading | Management | Inventory Adjustment via Spreadsheet Management Duty |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Management | MRT Management Duty |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty |
| Inventory – Shipments and Receipts | Management | Shipment and Receipts Management Duty |
Table 3-8 (Cont.) Inventory Control Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Inventory – Transfers | Approval | Transfer Approval Duty |
| Inventory – Transfers – Finishing | Management | Transfer with Finishing Management Duty |
| Inventory – Transfers – Intercompany | Approval | Intercompany Transfer Approval Duty |
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | No Access | |
| Items – Item Lists | No Access | |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Inquiry | Location List Inquiry Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | No Access | |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Management | Purchase Order Management Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | Management | Stock Count Management Duty |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | No Access | |
| Suppliers – Org Units | No Access | |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access |
Table 3-8 (Cont.) Inventory Control Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Taxes – Department Level Defaults | No Access | |
| Taxes – Tax Rules | No Access |
Table 3-9 Sourcing Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | Inquiry | Cost Change Inquiry Duty |
| Cost Zones | Management | Cost Zone Management Duty |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access |
Table 3-9 (Cont.) Sourcing Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | No Access | |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | Inquiry | Import Foundation Inquiry Duty |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | Management | Expense Profile Management Duty |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | No Access | |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | Management | ALC Management Duty |
| Import Management – Customs Entries | Approval | Customs Entry Confirmation Duty |
| Import Management – Letters of Credit | Approval | Letter of Credit Approval Duty |
| Import Management – Obligations | Approval | Obligation Approval Duty |
| Import Management – Transportation | Management | Transportation Management Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | No Access |
Table 3-9 (Cont.) Sourcing Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Inventory – MRTs | No Access | |
| Inventory – RTVs | No Access | |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | No Access | |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | No Access | |
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | Management | Import Item Management Duty |
| Items – Item Lists | No Access | |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Inquiry | Location List Inquiry Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | Management | Partner Management Duty |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Management | Purchase Order Management Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Management | Buyer Worksheet Management Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | No Access | |
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | No Access | |
| Suppliers | Management | Supplier Management Duty |
| Suppliers – Org Units | Inquiry | Supplier Org Unit Inquiry Duty |
Table 3-9 (Cont.) Sourcing Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | Inquiry | Department Tax Inquiry Duty |
| Taxes – Tax Rules | Inquiry | Tax Rule Inquiry Duty |
Table 3-10 Supply Chain Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | No Access | |
| Cost Zones | Management | Cost Zone Management Duty |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | No Access | |
| Dashboard – Inventory Analyst | No Access |
Table 3-10 (Cont.) Supply Chain Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | No Access | |
| Data Loading – Financial Budgets | No Access | |
| Data Loading – Financial Control | No Access | |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | Management | Department Up Charge Management Duty |
| Expenses – Expense Profiles | Management | Expense Profile Management Duty |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | No Access | |
| Financials – General Ledger Drill Back | No Access | |
| Financials – Transaction Data | No Access | |
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | No Access | |
| Import Management – Letters of Credit | No Access | |
| Import Management – Obligations | No Access |
Table 3-10 (Cont.) Supply Chain Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Import Management – Transportation | Management | Transportation Management Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | No Access | |
| Inventory – MRTs | No Access | |
| Inventory – RTVs | No Access | |
| Inventory – Shipments and Receipts | No Access | |
| Inventory – Transfers | No Access | |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | No Access | |
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Management | Item Location Management Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Management | Item Supplier Management Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Inquiry | Location List Inquiry Duty |
| Merchandise Hierarchy | Inquiry | Merchandise Hierarchy Inquiry Duty |
| Organizational Hierarchy | Inquiry | Organizational Hierarchy Inquiry Duty |
| Organizational Hierarchy – Locations | Inquiry | Location Inquiry Duty |
| Organizational Hierarchy – Locations Destination | Access Granted | Location Destination Access Duty |
| Partners | No Access | |
| Price – Competitor Price | No Access | |
| Price – Price Change History | No Access | |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Inquiry | Purchase Order Inquiry Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access | |
| Replenishment – Attributes | Inquiry | Replenishment Inquiry Duty |
| Replenishment – Buyer Worksheets | Inquiry | Buyer Worksheet Inquiry Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | No Access |
Table 3-10 (Cont.) Supply Chain Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Stock Counts – Values | No Access | |
| Stock Ledger | No Access | |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty |
| Suppliers | Management | Supplier Management Duty |
| Suppliers – Org Units | Inquiry | Supplier Org Unit Inquiry Duty |
| Supply Chain Network | Management | Supply Chain Network Management Duty |
| Supply Chain Network – Warehouse Department Parameters | Inquiry | Warehouse Department Parameter Inquiry Duty |
| Taxes – Department Level Defaults | Inquiry | Department Tax Inquiry Duty |
| Taxes – Tax Rules | Inquiry | Tax Rule Inquiry Duty |
Table 3-11 Financial Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator – Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator – Merchandising | No Access | |
| Administration – Application Navigator – Pricing | No Access | |
| Administration – Asynchronous Jobs | Management | Asynchronous Job Management Duty |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access | |
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | No Access |
Table 3-11 (Cont.) Financial Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | Inquiry | Finance Analyst Inquiry Duty |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | Management | Financial Admin Management Duty |
| Data Loading – Financial Budgets | Inquiry | Budgets Inquiry Duty |
| Data Loading – Financial Control | Management | Financial Control Management Duty |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | Approval | Deal Approval Duty |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | No Access | |
| Expenses – Expense Profiles | No Access | |
| Financials – Average Cost | No Access | |
| Financials – Average Cost – Data Loading | No Access | |
| Financials – Dynamic Segments | Management | Dynamic Segment Management Duty |
| Financials – General Ledger Drill Back | Inquiry | GL Drill Back Inquiry Duty |
| Financials – Transaction Data | Inquiry | Transaction Data Inquiry Duty |
| Fiscal Documents | Inquiry | Fiscal Document via Merchandising Inquiry Duty |
| Franchise Cost | No Access | |
| Franchise Foundation | No Access | |
| Franchise Orders and Returns | No Access |
Table 3-11 (Cont.) Financial Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Import Management – Actual Landed Cost | No Access | |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | Inquiry | Letter of Credit Inquiry Duty |
| Import Management – Obligations | Inquiry | Obligation Inquiry Duty |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Inquiry | MRT Inquiry Duty |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty |
| Inventory – Shipments and Receipts | Inquiry | Shipment and Receipts Inquiry Duty |
| Inventory – Transfers | Management | Transfer Management Duty |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | Management | Intercompany Transfer Management Duty |
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | No Access | |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | Approval | Partner Activation Duty |
| Price – Competitor Price | Inquiry | Competitor Inquiry Duty |
| Price – Price Change History | Inquiry | Price Change History Inquiry Duty |
| Price – Product Restrictions | No Access | |
| Purchase Orders | Inquiry | Purchase Order Inquiry Duty |
| Purchase Orders – DSD Orders | No Access | |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | No Access |
Table 3-11 (Cont.) Financial Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Inquiry | Buyer Worksheet Inquiry Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | Inquiry | Stock Count Inquiry Duty |
| Stock Counts – Values | Management | Stock Count Value Management Duty |
| Stock Ledger | Inquiry | Stock Ledger Inquiry Duty |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty |
| Suppliers | Approval | Supplier Activation Duty |
| Suppliers – Org Units | Management | Supplier Org Unit Management Duty |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | Inquiry | Department Tax Inquiry Duty |
| Taxes – Tax Rules | Management | Tax Rule Management Duty |
Table 3-12 Financial Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Application Navigator - Allocation | No Access | |
| Administration – Application Navigator – Invoice Matching | No Access | |
| Administration – Application Navigator – Sales Audit | No Access | |
| Administration – Application Navigator - Merchandising | No Access | |
| Administration – Application Navigator - Pricing | No Access | |
| Administration – Asynchronous Jobs | No Access | |
| Administration – Custom Flex Attributes | No Access | |
| Administration – Custom Validation Rules | No Access | |
| Administration – Data Access Schema (DAS) | No Access | |
| Administration – Data Loading Template Configuration | No Access | |
| Administration – Data Viewer | No Access | |
| Administration – Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration – Inbound Data | No Access | |
| Administration – Report Options | No Access | |
| Administration – Settings Administrator Console | No Access | |
| Administration – Settings Menu | No Access | |
| Administration – System Options | No Access | |
| Administration – Translations | No Access |
Table 3-12 (Cont.) Financial Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Web Service Access | No Access | |
| Administration – Web Service Configuration | No Access | |
| Contracts | No Access | |
| Cost Changes | No Access | |
| Cost Zones | No Access | |
| Dashboard – Buyer | No Access | |
| Dashboard – Data Steward | No Access | |
| Dashboard – Financial Analyst | Inquiry | Financial Analyst Inquiry Duty |
| Dashboard – Inventory Analyst | No Access | |
| Dashboard – Inventory Control | No Access | |
| Dashboard – Tax Rules | Inquiry | Tax Rules Dashboard Inquiry Duty |
| Data Loading – Alert Data – Month End | No Access | |
| Data Loading – Alert Data – Sales | No Access | |
| Data Loading – Data Filtering Foundation | No Access | |
| Data Loading – Download Blank Templates | Inquiry | Blank Template Inquiry Duty |
| Data Loading – Financial Administration | Management | Financial Admin Management Duty |
| Data Loading – Financial Budgets | Inquiry | Budgets Inquiry Duty |
| Data Loading – Financial Control | Management | Financial Control Management Duty |
| Data Loading – Foundation | Inquiry | Foundation Data via Spreadsheet Inquiry Duty |
| Data Loading – Import Foundation | No Access | |
| Data Loading – Inventory Foundation | No Access | |
| Data Loading – Item Foundation | No Access | |
| Data Loading – Price and Cost Foundation | No Access | |
| Data Loading – Replenishment Foundation | No Access | |
| Data Loading – Status | Management | Data Loading Status Management Duty |
| Deals | No Access | |
| Differentiator Display | Access Granted | Differentiator Display Duty |
| Differentiator Ratios | No Access | |
| Differentiators | No Access | |
| Expenses – Department Up Charges | Management | Department Up Charge Management Duty |
| Expenses – Expense Profiles | Management | Expense Profile Management Duty |
| Financials – Average Cost | Management | Average Cost Management Duty |
| Financials – Average Cost – Data Loading | Management | Average Cost Management Duty |
| Financials – Dynamic Segments | Management | Dynamic Segment Management Duty |
| Financials – General Ledger Drill Back | Inquiry | GL Drill Back Inquiry Duty |
| Financials – Transaction Data | Inquiry | Transaction Data Inquiry Duty |
Table 3-12 (Cont.) Financial Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Fiscal Documents | Management | Fiscal Document via Merchandising Management Duty |
| Franchise Cost | No Access | |
| Franchise Foundations | No Access | |
| Franchise Orders and Returns | No Access | |
| Import Management – Actual Landed Cost | Management | ALC Management Duty |
| Import Management – Customs Entries | Inquiry | Customs Entry Inquiry Duty |
| Import Management – Letters of Credit | Approval | Letter of Credit Approval Duty |
| Import Management – Obligations | Approval | Obligation Approval Duty |
| Import Management – Transportation | Inquiry | Transportation Inquiry Duty |
| Inventory – Allocations | No Access | |
| Inventory – Inventory Adjustments | No Access | |
| Inventory – Inventory Adjustments – Data Loading | No Access | |
| Inventory – Item Inventory and Sales | Inquiry | Inventory and Sales Inquiry Duty |
| Inventory – MRTs | Inquiry | MRT Inquiry Duty |
| Inventory – RTVs | Inquiry | RTV Inquiry Duty |
| Inventory – Shipments and Receipts | Inquiry | Shipment and Receipts Inquiry Duty |
| Inventory – Transfers | Management | Transfer Management Duty |
| Inventory – Transfers – Finishing | No Access | |
| Inventory – Transfers – Intercompany | Management | Intercompany Transfer Management Duty |
| Items | Inquiry | Item Inquiry Duty |
| Items – Grocery Attributes | No Access | |
| Items – Import Items | No Access | |
| Items – Item Lists | Management | Item List Management Duty |
| Items – Locations | Inquiry | Item Location Inquiry Duty |
| Items – Ownership Changes | No Access | |
| Items – Substitute Items – Data Loading | Inquiry | Substitute Items via Spreadsheet Inquiry Duty |
| Items – Suppliers | Inquiry | Item Supplier Inquiry Duty |
| Items – Ticket Requests | No Access | |
| Location Lists | Management | Location List Management Duty |
| Merchandise Hierarchy | Inquiry | Merchandise Hierarchy Inquiry Duty |
| Organizational Hierarchy | No Access | |
| Organizational Hierarchy – Locations | No Access | |
| Organizational Hierarchy – Locations Destination | No Access | |
| Partners | Approval | Partner Activation Duty |
| Price – Competitor Price | No Access | |
| Price – Price Change History | Inquiry | Price Change History Inquiry Duty |
Table 3-12 (Cont.) Financial Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Price – Product Restrictions | No Access | |
| Purchase Orders | Inquiry | Purchase Order Inquiry Duty |
| Purchase Orders – DSD Orders | Management | DSD Management Duty |
| Purchase Orders – Pre-Issued Order Numbers | No Access | |
| Purchase Orders – Receipt Adjustments by Cost | Management | Receipt Adjustments by Cost Management Duty |
| Replenishment – Attributes | No Access | |
| Replenishment – Buyer Worksheets | Inquiry | Buyer Worksheet Inquiry Duty |
| Required Documents | No Access | |
| Stock Counts – Requests and Units | Inquiry | Stock Count Inquiry Duty |
| Stock Counts – Values | Management | Stock Count Value Management Duty |
| Stock Ledger | Inquiry | Stock Ledger Inquiry Duty |
| Supplier Inventory Management | Management | Supplier Inventory Management Duty |
| Suppliers | Approval | Supplier Activation Duty |
| Suppliers – Org Units | Management | Supplier Org Unit Management Duty |
| Supply Chain Network | No Access | |
| Supply Chain Network – Warehouse Department Parameters | No Access | |
| Taxes – Department Level Defaults | Management | Department Tax Management Duty |
| Taxes – Tax Rules | Approval | Tax Rule Approval Duty |
Table 3-13 Digital Assistant Chat Viewer
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Administration – Documentation Summarization | Access Granted | Documentation Summarization Inquiry Duty |
Privileges
For each functional area in the application there is an associated set of privileges. The privileges build upon each other. For example, in order to be able to maintain a purchase order, the user must also be able to search for and view purchase orders. Therefore, the Purchase Order Management Duty contains the Search Purchase Orders, View Purchase Orders, Maintain Purchase Orders, Submit Purchase Orders and Close Purchase Orders privileges. Similarly, when granting a user approval privileges, they must also have the privileges associated with inquiry and management of the entity.
Privilege | Inquiry||foManagement |/ApprovalfoManagement |/ApprovalManagement |/Approval |/Approval SearchPurchaseOndersPriv PurchaseOrdersPriv View [x ffx ffx |x MaintainPuschaseOrdersPaiv [x fx fx (Tx SubmitPurchaseOrdersPriv [fx (Tx GlosePuschaseOrdersPaiv [||[|x[|x (Txxx ApprovePurchaseOrdersPriv | |xNTNT
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Administration – Data Access Schema (DAS) | Maintain DAS Administration Priv | A privilege for downloading DAS patches via the Data Access Schema Administration screen. |
| Administration – Data Loading Template Configuration | View Data Loading Template Configurations Priv | A privilege for viewing item, cost change, purchase order, replenishment, price change, clearance, and promotion upload and download template configurations. |
| Administration – Data Loading Template Configuration | Maintain Data Loading Template Configurations Priv | A privilege for copying and maintaining item, cost change, purchase order, replenishment, price change, clearance and promotion upload and download template configurations. Users with this privilege must also have the View Data Loading Template Configurations Priv. |
| Administration – Data Viewer | View Data via Application Express Priv | This privilege provides access to Oracle Application Express (APEX) Data Viewer screen for viewing data directly from the database. |
| Administration – Documentation Summarization | View Documentation Summarization Priv | A privilege for accessing the documentation summarization feature that allows users to ask the system questions about supported capabilities or how to perform tasks in Merchandising. The system will summarize findings from multiple documentation sources and return the relevant results. |
| Administration – Inbound Data | View Inbound Data Errors Priv | A privilege for viewing inbound data processing errors that were encountered by Merchandising APIs when processing incoming messages from Store Inventory Operations (SIOCS) through import table-based interfaces via the Inbound Data Errors screen. |
| Administration – Inbound Data | Maintain Inbound Data Errors Priv | A privilege for reprocessing and/or deleting inbound data processing errors that were encountered by Merchandising APIs when processing incoming messages from Store Inventory Operations (SIOCS) through import table-based interfaces via the Inbound Data Errors screen. Users with this privilege must also have the View Inbound Data Errors Priv. |
| Administration – Report Options | View Report Options Priv | A privilege for viewing Report Options and department level Report Option Exceptions. |
| Administration – Report Options | Maintain Report Options Priv | A privilege for creating and maintaining Report Options and department level Report Option Exceptions. Users with this privilege must also have the View Report Options Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Administration – System Options | View Application Administration Priv | This privilege provides view access to the System Options screen, the Foundation Data Download screen, and the Daily Purge report. Within the Foundation Data Download screen, this privilege provides access the Administration template type in order to download the following to a spreadsheet: Admin Induction Configuration, Background Process Configuration, Calendar Definition, Codes and Descriptions, Country Tax Jurisdiction Codes, Custom Flex Attribute Foundation, Custom Flex Attributes, Error Messages, Item Data Loading Configuration, Languages, Order Data Loading Configuration, Org Units, Replenishment Data Loading Configuration, ReST Services Data Load Configuration, Retail Business Metric Data Template, States, and Template Code Configuration. |
| Administration – System Options | Maintain Application Administration Priv | This privilege provides create/edit access to the System Options and the Foundation Data Upload screens. Foundation Data that can be created and maintained via spreadsheets with this privilege via the Administration template type which includes: Admin Induction Configuration, Background Process Configuration, Calendar Definition, Codes and Descriptions, Country Tax Jurisdiction Codes, Custom Flex Attribute Foundation, Custom Flex Attributes, Error Messages, Item Data Loading Configuration, Languages, Order Data Loading Configuration, Org Units, Replenishment Data Loading Configuration, ReST Services Data Load Configuration, Retail Business Metric Data Template, States, and Template Code Configuration. Users with this privilege must also have the View Application Administration Priv. |
| Administration – Translations | View Translations Priv | This privilege provides view access to the centralized data ‘Translations’ screen. |
| Administration – Translations | Maintain Translations Priv | This privilege provides edit access to the centralized data ‘Translations’ screen. Users with this privilege must also have the View Translations Priv. |
| Administration – Web Service Access | Merchandising Service Access Priv | This privilege grants users the ability to execute Merchandising ReST services. |
| Administration – Web Service Configuration | View Web Service Configurations Priv | A privilege for viewing web service configurations. |
| Administration – Web Service Configuration | Maintain Web Service Configurations Priv | A privilege for maintaining web service configurations. Users with this privilege must also have the View Web Service Configurations Priv. |
| Contracts | Search Contracts Priv | A privilege for searching for contracts |
| Contracts | View Contracts Priv | A privilege for viewing contracts and contract cost history. Users with this privilege must also have the Search Contracts Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Contracts | Maintain Contracts Priv | A privilege for creating and maintaining contracts. Including creating orders from contracts. Users with this privilege must also have the Search Contracts Priv and the View Contracts Priv. |
| Contracts | Submit Contracts Priv | A privilege for submitting contracts. Users with this privilege must also have the Search Contracts Priv, the View Contracts Priv and the Maintain Contracts Priv. |
| Contracts | Approve Contracts Priv | A privilege for approving contracts Users with this privilege must also have the Search Contracts Priv, the View Contracts Priv, the Maintain Contracts Priv and the Submit Contracts Priv. |
| Cost Changes | Search Cost Changes Priv | A privilege for searching for cost changes |
| Cost Changes | View Cost Changes Priv | A privilege for viewing cost changes Users with this privilege must also have the Search Cost Changes Priv. |
| Cost Changes | Maintain Cost Changes Priv | A privilege for creating and maintaining cost changes. Users with this privilege must also have the Search Cost Changes Priv and the View Cost Changes Priv. |
| Cost Changes | Submit Cost Changes Priv | A privilege for submitting cost changes Users with this privilege must also have the Search Cost Changes Priv, the View Cost Changes Priv and the Maintain Cost Changes Priv. |
| Cost Changes | Approve Cost Changes Priv | A privilege for approving cost changes Users with this privilege must also have the Search Cost Changes Priv, the View Cost Changes Priv, the Maintain Cost Changes Priv and Submit Cost Changes Priv. |
| Cost Zones | View Cost Zones Priv | A privilege for viewing Cost Zone Groups and Cost Zones, |
| Cost Zones | Maintain Cost Zones Priv | A privilege for creating and maintaining Cost Zone Groups and Cost Zones Users with this privilege must also have the View Cost Zones Priv. |
| Dashboard – Buyer | View Buyer Dashboard Priv | This privilege gives the user access to the Buyer Dashboard. If the user has the View Buyer Dashboard Priv, the Buyer Dashboard link in the Reports list will display, otherwise it will be hidden. |
| Dashboard – Data Steward | View Data Steward Dashboard Priv | This privilege gives the user access to the Data Steward Dashboard. If the user has the View Data Steward Dashboard Priv, the Data Steward Dashboard link in the Reports list will display, otherwise it will be hidden. |
| Dashboard – Financial Analyst | View Financial Analyst Dashboard Priv | This privilege gives the user access to the Financial Analyst Dashboard. If the user has the View Financial Analyst Dashboard Priv, the Financial Analyst Dashboard link in the Reports list will display, otherwise it will be hidden. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Dashboard – Inventory Analyst | View Inventory Analyst Dashboard Priv | This privilege gives the user access to the Inventory Analyst Dashboard. If the user has the View Inventory Analyst Dashboard Priv, the Inventory Analyst Dashboard link in the Reports list will display, otherwise it will be hidden. |
| Dashboard – Inventory Control | View Inventory Control Dashboard Priv | This privilege gives the user access to the Inventory Control Dashboard. If the user has the View Inventory Control Dashboard Priv, the Inventory Control Dashboard link in the Reports list will display, otherwise it will be hidden. |
| Dashboard – Tax Rules | View Tax Rules Dashboard Priv | This privilege gives the user access to the Tax Rules Dashboard. If the user has the View Tax Rule Dashboard Priv, the Tax Rule Dashboard link in the Reports list will display, otherwise it will be hidden. |
| Data Loading – Alert Data – Month End | View Month End Health Check Alert Data Priv | This privilege grants users access to the Download Alert Data screen and the ability to download Month End Health Check supporting data, related to email alerts raised during the processing of health checks/ notification areas. |
| Data Loading – Alert Data – Sales | View Sales Processing Check Alert Data Priv | This privilege grants users access to the Download Alert Data screen and the ability to download Sales Processing Check supporting data, related to email alerts raised during the processing of health checks/ notification areas. |
| Data Loading – Data Filtering Foundation | View Data Filtering Foundation via Spreadsheet Priv | Gives users ability to download information to support data filtering throughout the application via access to the Data Filtering template type which includes: associations of locations to groups, association of users to groups, filter groups, order approval amount by role, security groups and security users. |
| Data Loading – Data Filtering Foundation | Maintain Data Filtering Foundation via Spreadsheet Priv | Gives users ability to upload information to support data filtering throughout the application via access to the Data Filtering template type which includes: associations of locations to groups, association of users to groups, filter groups, order approval amount by role, security groups and security users. Users with this privilege must also have the View Data Filtering Foundation via Spreadsheet Priv. |
| Data Loading – Download Blank Templates | Download Blank Templates Priv | Gives user the ability to download blank templates via the Download Blank Template screen. |
| Data Loading – Financial Administration | View Financial Admin Priv | Gives users ability to download supporting data for GL Cross Reference, VAT (only available when Global Tax is disabled), Taxable Attributes (only available when Global Tax is enabled), Terms, Currency Exchange Type Mapping, Currencies, Transfer Entities, Non-Merchandise Codes, Document Sequences and E-Invoice Mapping. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Data Loading – Financial Administration | Maintain Financial Admin Priv | Gives users ability to upload supporting data for GL Cross Reference, VAT (only available when Global Tax is disabled), Taxable Attributes (only available when Global Tax is enabled), Terms, Currency Exchange Type Mapping, Currencies, Transfer Entities, Non-Merchandise Codes, Document Sequences and E-Invoice Mapping. Users with this privilege must also have the View Financial Admin Priv. |
| Data Loading – Financial Budgets | View Budgets Priv | A privilege for the ability to download Monthly Budget and Open to Buy information as well as viewing the Open to Buy dashboard report. If the user has the View Budgets Priv, the Open to Buy report will be visible in their dashboard if it is configured to display in the dashboard. |
| Data Loading – Financial Budgets | Maintain Budgets Priv | Gives users ability to upload Monthly Budget and Open to Buy information. Users with this privilege must also have the View Budgets Priv. |
| Data Loading – Financial Control | View Financial Control Priv | Gives users ability to download Financials General Ledger Setup and Half Data Control information. |
| Data Loading – Financial Control | Maintain Financial Control Priv | Gives users ability to upload Financials General Ledger Setup and Half Data Control information. Users with this privilege must also have the View Financial Control Priv. |
| Data Loading – Foundation | View Foundation Data via Spreadsheet Priv | Gives users ability to download foundation data to a spreadsheet using any template found under the ’Foundation’ template type. This includes: banners, channels, buyers, merchandisers, company, company closings, computation value bases (CVBs), cost components, countries, documents, location closings, location traits, order types, outside locations, store formats, store grades, supplier traits, tickets, timelines, transfer zones, and units of measure (UOMs). |
| Data Loading – Foundation | Maintain Foundation Data via Spreadsheet Priv | Gives users ability to upload foundation data using any template found under the ‘Foundation’ template type. This includes: banners, channels, buyers, merchandisers, company, company closings, computation value bases (CVBs), cost components, countries, documents, location closings, location traits, order types, outside locations, store formats, store grades, supplier traits, tickets, timelines, transfer zones, and units of measure (UOMs). Users with this privilege must also have the View Foundation Data via Spreadsheets Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Data Loading – Import Foundation | View Import Foundation Priv | Gives users ability to download import related foundation data to a spreadsheet using any template found under the ‘Import’ template type. This includes: Entry Statuses, Entry Types, Freight Sizes, Freight Types, HTS Headings, HTS Heading Restraints, Quota Categories, HTS Import Country Setup, Tariff Treatments, Origin Country Tariff Treatments, Other Government Agencies (OGAs), and SCACs. Also included is the ability to download HTS definitions which include HTS, HTS Tariff Treatments, HTS Tariff Treatment Zones, HTS Fees, HTS Fee Zones, HTS Taxes, HTS Tax Zones, HTS Anti-Dumping, HTS Countervailing Duty, HTS Reference and HTS OGAs. |
| Data Loading – Import Foundation | Maintain Import Foundation Priv | Gives users ability to download and upload import related foundation data using any template found under the ‘Import’ template type. This includes: Entry Statuses, Entry Types, Freight Sizes, Freight Types, HTS Headings, HTS Heading Restraints, Quota Categories, HTS Import Country Setup, Tariff Treatments, Origin Country Tariff Treatments, Other Government Agencies (OGAs), and SCACs. Also included is the ability to download HTS definitions which include HTS, HTS Tariff Treatments, HTS Tariff Treatment Zones, HTS Fees, HTS Fee Zones, HTS Taxes, HTS Tax Zones, HTS Anti-Dumping, HTS Countervailing Duty, HTS Reference and HTS OGAs. Users with this privilege must also have the View Import Foundation Priv. |
| Data Loading – Inventory Foundation | View Inventory Foundation via Spreadsheet Priv | Gives users ability to download inventory related foundation data to a spreadsheet using any template found under the ‘Inventory’ template type. This includes: inventory status and adjustment reasons, supplier availability, transit times, and work orders. |
| Data Loading – Inventory Foundation | Maintain Inventory Foundation via Spreadsheet Priv | Gives users ability to upload inventory related foundation data using any template found under the ’Inventory’ template type. This includes: inventory status and adjustment reasons, supplier availability, transit times, and work orders. Users with this privilege must also have the View Inventory Foundation via Spreadsheets Priv. |
| Data Loading – Item Foundation | View Item Foundation via Spreadsheet Priv | Gives users ability to download item related foundation data to a spreadsheet using any template found under the ‘Items’ template type. This includes: brands, differentiators, seasons/phases, and user defined attributes (UDAs). |
| Data Loading – Item Foundation | Maintain Item Foundation via Spreadsheet Priv | Gives users ability to upload item related foundation data using any of the templates under the ‘Items’ template type. This includes: brands, differentiators, seasons/phases, and user defined attributes (UDAs). Users with this privilege must also have the View Item Foundation via Spreadsheet Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Data Loading – Price and Cost Foundation | View Price and Cost Foundation via Spreadsheet Priv | Gives users ability to download price and cost related foundation data to a spreadsheet using any of the templates found under the ‘Price and Cost’ template type. This includes: competitive prices, competitors, promotion campaigns, cost change reasons, and deal component types. |
| Data Loading – Price and Cost Foundation | Maintain Price and Cost Foundation via Spreadsheet Priv | Gives users ability to upload price and cost related foundation data using any of the templates found under the ‘Price and Cost’ template type. This includes: competitive prices, competitors, promotion campaigns, cost change reasons, and deal component types. Users with this privilege must also have the View Price and Cost Foundation via Spreadsheet Priv. |
| Data Loading – Replenishment Foundation | View Replenishment Foundation via Spreadsheet Priv | Gives users ability to download replenishment related foundation data to a spreadsheet using any template found under the ‘Replenishment’ template type. This includes: delivery slots and supplier distribution. |
| Data Loading – Replenishment Foundation | Maintain Replenishment Foundation via Spreadsheet Priv | Gives users ability to upload replenishment related foundation data using any template found under the ’Replenishment’ template type. This includes: delivery slots and supplier distribution. Users with this privilege must also have the View Replenishment Foundation via Spreadsheet Priv. |
| Data Loading – Status | View Data Loading Status Priv | This privilege provides view access to the Data Loading Status screen. NOTE: There are two Tasks list links to access this screen. One is under the Foundation Data / Data Loading folder. This is intended to provide quick access for users uploading and downloading foundation data. The second link is under the Data Loading folder at the top of the Tasks list. This link is intended for users uploading and downloading Items, Cost Changes, Purchase Orders or Replenishment Attributes and therefore in order to see this Review Status link display, the user must have one of these privileges in addition to the View Data Loading Status Priv: View Items Priv, View Cost Changes Priv, View Purchase Orders Priv, or View Replenishment Attributes Priv. |
| Data Loading – Status | Maintain Data Loading Status Priv | This privilege provides edit access to the Data Loading Status screen. Users with this privilege must also have the View Data Loading Status Priv |
| Deals | Search Deals Priv | A privilege for searching for deals. |
| Deals | View Deals Priv | A privilege for viewing deals Users with this privilege must also have the Search Deals Priv. |
| Deals | Maintain Deals Priv | A privilege for creating and maintaining deals Users with this privilege must also have the Search Deals Priv and the View Deals Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Deals | Submit Deals Priv | A privilege for submitting deals Users with this privilege must also have the Search Deals Priv, the View Deals Priv and the Maintain Deals Priv. |
| Deals | Approve Deals Priv | A privilege for approving deals Users with this privilege must also have the Search Deals Priv, the View Deals Priv, the Maintain Deals Priv and the Submit Deals Priv. |
| Differentiator Display | Use Diffs Priv | The privilege provides access to the Diff Matrix, Diff Distribution, Re-distribution by Diff, and the Order, Transfer and Contract Parent/Diff Summary contextual reports. This privilege also provides access to the Differentiators container in the Item screen. |
| Differentiator Ratios | Search Diff Ratios Priv | A privilege for searching for Diff Ratios. |
| Differentiator Ratios | View Diff Ratios Priv | A privilege for viewing Diff Ratios. Users with this privilege must also have the Search Diff Ratios Priv. |
| Differentiator Ratios | Maintain Diff Ratios Priv | A privilege for creating and maintaining Diff Ratios. Users with this privilege must also have the Search Diff Ratios Priv and the View Diff Ratios Priv. |
| Differentiators | View Diffs Priv | A privilege for viewing Diffs including Diff Groups, Diff Ranges, and Pack Templates |
| Differentiators | Maintain Diffs Priv | A privilege for creating and maintaining Diffs including Diff Groups, Diff Ranges, and Pack Templates Users with this privilege must also have the View Diffs |
| Expenses – Department Up Charges | View Department Up Charges Priv | A privilege for viewing the association of Up Charges with Departments. |
| Expenses – Department Up Charges | Maintain Department Up Charges Priv | A privilege for creating and editing the association of Up Charges with Departments. Users with this privilege must also have the View Department Up Charges Priv. |
| Expenses – Expense Profiles | View Expense Profiles Priv | A privilege for viewing Expense Profiles for Suppliers, Partners, and Countries. |
| Expenses – Expense Profiles | Maintain Expense Profiles Priv | A privilege for creating and editing Expense Profiles for Suppliers, Partners, and Countries. Users with this privilege must also have the View Expense Profiles Priv. |
| Financials – Average Cost | Maintain Average Cost Priv | A privilege for creating average cost adjustments and viewing transaction data. |
| Financials – Average Cost – Data Loading | Maintain Average Cost via Spreadsheet Priv | A privilege for performing Item/Location Average Cost Adjustments through spreadsheet upload. |
| Financials – Dynamic Segments | View Dynamic Segments Priv | A privilege for viewing dynamic segments for sets of books via the Dynamic Segments screen, and the ability to download dynamic segments for a set of books. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Financials – Dynamic Segments | Maintain Dynamic Segments Priv | A privilege for setting up or modifying dynamic segments for sets of books via the Dynamic Segments screen, and the ability to upload dynamic segments for a set of books. Users with this privilege must also have the View Dynamic Segments Priv. |
| Financials – General Ledger Drill Back | View GL Drill Back Priv | A privilege for viewing Fixed Deal Transaction Data and GL drill back information. |
| Financials – Transaction Data | View Transaction Data Priv | A privilege for viewing Transaction Data, the Inventory Adjustments report and the Late Posted Transactions dashboard report. |
| Fiscal Documents | View Fiscal Documents via Merchandising Priv | A privilege for viewing fiscal documents via the Fiscal Document Generation screen. |
| Fiscal Documents | Maintain Fiscal Documents via Merchandising Priv | A privilege for re-submitting fiscal documents in ‘Error’ status or rejecting fiscal documents via the Fiscal Document Generation screen. Users with this privilege must also have the View Fiscal Documents Priv. |
| Franchise Cost | View Franchise Cost Priv | A privilege for viewing franchise cost templates and cost relationships. |
| Franchise Cost | Maintain Franchise Cost Priv | A privilege for creating and maintaining franchise cost templates and cost relationships. Users with this privilege must also have the View Franchise Cost Priv. |
| Franchise Foundation | View Franchise Foundation Priv | Gives users ability to download supporting data for Deal Pass Through and Franchise Customers. |
| Franchise Foundation | Maintain Franchise Foundation Priv | Gives users ability to upload supporting data for Deal Pass Through and Franchise Customers. Users with this privilege must also have the View Franchise Foundation Priv. |
| Franchise Orders and Returns | View Franchise Orders and Returns Priv | A privilege for viewing franchise orders and returns. |
| Franchise Orders and Returns | Maintain Franchise Orders and Returns Priv | A privilege for creating, maintaining, and submitting franchise orders and returns. Users with this privilege must also have the View Franchise Orders and Returns Priv. |
| Franchise Orders and Returns | Approve Franchise Orders and Returns Priv | A privilege for approving franchise orders and returns. Users with this privilege must also have the View Franchise Orders and Returns Priv and the Maintain Franchise Orders and Returns Priv. |
| Import Management – Actual Landed Cost | Search Actual Landed Cost Priv | A privilege for searching for actual landed cost. |
| Import Management – Actual Landed Cost | View Actual Landed Cost Priv | A privilege for viewing actual landed cost. Users with this privilege must also have the Search Actual Landed Cost Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Import Management – Actual Landed Cost | Finalize Actual Landed Cost Priv | A privilege for finalizing actual landed cost. Users with this privilege must also have the Search Actual Landed Cost Priv and the View Actual Landed Cost Priv. |
| Import Management – Customs Entries | Search Customs Entries Priv | A privilege for searching for customs entries. |
| Import Management – Customs Entries | View Customs Entries Priv | A privilege for viewing customs entries. Users with this privilege must also have the Search Customs Entries Priv. |
| Import Management – Customs Entries | Maintain Customs Entries Priv | A privilege for creating and maintaining customs entries. Users with this privilege must also have the Search Customs Entries Priv and View Customs Entries Priv. |
| Import Management – Customs Entries | Submit Customs Entries Priv | A privilege for submitting/sending customs entries. Users with this privilege must also have the Search Customs Entries Priv, View Customs Entries Priv and the Maintain Customs Entries Priv. |
| Import Management – Customs Entries | Confirm Customs Entries Priv | A privilege for confirming customs entries. Users with this privilege must also have the Search Customs Entries Priv, View Customs Entries Priv, Maintain Customs Entries Priv and the Submit Customs Entries Priv. |
| Import Management – Letters of Credit | Search Letters of Credit Priv | A privilege for searching for letters of credit. |
| Import Management – Letters of Credit | View Letters of Credit Priv | A privilege for viewing letters of credit. Users with this privilege must also have the Search Letters of Credit Priv |
| Import Management – Letters of Credit | Maintain Letters of Credit Priv | A privilege for creating and maintaining letters of credit. Users with this privilege must also have the Search Letters of Credit Priv and the View Letters of Credit Priv. |
| Import Management – Letters of Credit | Submit Letters of Credit Priv | A privilege for submitting letters of credit. Users with this privilege must also have the Search Letters of Credit Priv, the View Letters of Credit Priv and the Maintain Letters of Credit Priv. |
| Import Management – Letters of Credit | Approve Letters of Credit Priv | A privilege for approving letters of credit. Users with this privilege must also have the Search Letters of Credit Priv, the View Letters of Credit Priv, the Maintain Letters of Credit Priv and the Submit Letters of Credit Priv. |
| Import Management – Letters of Credit | Confirm Letters of Credit Priv | A privilege for confirming letters of credit. Users with this privilege must also have the Search Letters of Credit Priv, the View Letters of Credit Priv, the Maintain Letters of Credit Priv, the Submit Letters of Credit Priv and the Approve Letters of Credit Priv. |
| Import Management – Obligations | Search Obligations Priv | A privilege for searching for obligations. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Import Management – Obligations | View Obligations Priv | A privilege for viewing obligations. Users with this privilege must also have the Search Obligations Priv. |
| Import Management – Obligations | Maintain Obligations Priv | A privilege for creating and maintaining obligations. Users with this privilege must also have the Search Obligations Priv and the View Obligations Priv. |
| Import Management – Obligations | Approve Obligations Priv | A privilege for approving obligations. Users with this privilege must also have the Search Obligations Priv, the View Obligations Priv and the Maintain Obligations Priv. |
| Import Management – Transportation | Search Transportation Priv | A privilege for searching for transportation records. |
| Import Management – Transportation | View Transportation Priv | A privilege for viewing transportation records. Users with this privilege must also have the Search Transportation Priv. |
| Import Management – Transportation | Maintain Transportation Priv | A privilege for creating and maintaining transportation records. Users with this privilege must also have the Search Transportation Priv and the View Transportation Priv. |
| Import Management – Transportation | Finalize Transportation Priv | A privilege for finalizing transportation records, generating customs entries. Users with this privilege must also have the Search Transportation Priv, the View Transportation Priv and the Maintain Transportation Priv. |
| Inventory – Allocations | View Allocations Priv | A privilege for viewing allocations via the Overdue Allocations report in the Inventory Control Dashboard. |
| Inventory – Allocations | Maintain Allocations Priv | A privilege for maintaining allocations via the Overdue Allocations report in the Inventory Control Dashboard, for creating allocations via the Inventory Variance to Forecast report in the Inventory Analyst dashboard, and re-allocating purchase orders via the Open Orders report in the Inventory Analyst dashboard. |
| Inventory – Inventory Adjustments | Maintain Inventory Adjustments Priv | A privilege for creating inventory adjustments by item or by location, breaking sellable packs, and creating and maintaining product transformations. |
| Inventory – Inventory Adjustments – Data Loading | Maintain Inventory Adjustments via Spreadsheet Priv | A privilege for performing Inventory Adjustments through spreadsheet upload. |
| Inventory – Item Inventory and Sales | View Item Inventory and Sales Priv | A privilege for viewing item inventory and sales information via the Item Location Inventory, Store Sales/Issues by Location, and Sellable Pack Inquiry screens, as well as the Daily Sales, Inventory Variance to Forecast, Inventory by Store, and Inventory by Warehouse, Unexpected Inventory, and Negative Inventory dashboard reports. If the user has View Item Inventory and Sales Priv, then the Daily Sales report will be visible in the Buyer dashboard or any other dashboard if it is configured to display in the dashboard. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Inventory – MRTs | Search MRTs Priv | A privilege for searching for mass return transfers (MRTs). |
| Inventory – MRTs | View MRTs Priv | A privilege for viewing mass return transfers (MRTs). Users with this privilege must also have the Search MRTs Priv. |
| Inventory – MRTs | Maintain MRTs Priv | A privilege for creating and maintaining mass return transfers (MRTs). Users with this privilege must also have the Search MRTs Priv and the View MRTs Priv. |
| Inventory – MRTs | Submit MRTs Priv | A privilege for submitting mass return transfers (MRTs). Users with this privilege must also have the Search MRTs Priv, the View MRTs Priv and the Maintain MRTs Priv. |
| Inventory – MRTs | Approve MRTs Priv | A privilege for approving mass return transfers (MRTs). Users with this privilege must also have the Search MRTs Priv, the View MRTs Priv, the Maintain MRTs Priv and the Submit MRTs Priv. |
| Inventory – RTVs | Search RTVs Priv | A privilege for searching for returns to vendors (RTVs). |
| Inventory – RTVs | View RTVs Priv | A privilege for viewing returns to vendors (RTVs) and Overdue RTVs dashboard report. Users with this privilege must also have the Search RTVs Priv. |
| Inventory – RTVs | Maintain RTVs Priv | A privilege for creating and maintaining returns to vendors (RTVs). Users with this privilege must also have the Search RTVs Priv and the View RTVs Priv. |
| Inventory – RTVs | Approve RTVs Priv | A privilege for approving returns to vendors (RTVs). Users with this privilege must also have the Search RTVs Priv, the View RTVs Priv and the Maintain RTVs Priv. |
| Inventory – RTVs | Ship RTV Priv | A privilege for shipping a Return to Vendor (RTV). |
| Inventory – Shipments and Receipts | View Shipments and Receipts Priv | A privilege for viewing shipment and receipt information via the Transportation Shipments, BOL Search, BOL, Shipment Search, Shipment, and Appointments screens, as well as the Early/Late Shipments and Stock Orders Pending Close dashboard reports. If the user has the View Shipments and Receipts Priv, the Early/Late Shipment report will be visible in their dashboard if the report is configured to display on the dashboard. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Inventory – Shipments and Receipts | Maintain Shipments and Receipts Priv | A privilege for creating and maintaining shipment and receipt information via the BOL Search, BOL, Receive by Carton, Receive by Item, Adjust Receipts, Shipment Search, Shipment, Order Shipment, MRT, Transfer, RTV, Stock Order Reconciliation, and Upload Stock Order Reconciliation screens, as well as the Stock Orders Pending Close dashboard report. A user with this privilege will be able to close mass return transfers (MRTs), assuming they have the Maintain MRTs Priv as well. A user with this privilege will be able to ship and close transfers, assuming they have the Maintain Transfers Priv. A user with this priv will be able to Cancel order and distro shipments. A user with this privilege will be able to upload stock order reconciliations. Users with this privilege must also have the View Shipments and Receipts Priv. |
| Inventory – Transfers | Search Transfers Priv | A privilege for searching for transfers via the Transfer Search screen. |
| Inventory – Transfers | View Transfers Priv | A privilege for viewing transfers and appointments via the Transfer Search and Appointments screens, as well as the Overdue Transfers and Transfers Pending Approval dashboard reports. Users with this privilege must also have the Search Transfers Priv. |
| Inventory – Transfers | Maintain Transfers Priv | A privilege for creating and maintaining transfers via the Transfer Search and Transfer screens, as well as the Unexpected Inventory, Overdue Transfers and Transfers Pending Approval dashboard reports. Users with this privilege must also have the Search Transfers Priv and the View Transfers Priv. |
| Inventory – Transfers | Submit Transfers Priv | A privilege for submitting transfers via the Transfer screen. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv and the Maintain Transfers Priv. |
| Inventory – Transfers | Approve Transfers Priv | A privilege for approving transfers via the Transfer screen or the Transfers Pending Approval dashboard report. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv, the Maintain Transfers Priv and the Submit Transfers Priv. |
| Inventory – Transfers – Finishing | Maintain Transfers with Finishing Priv | This priv allows users to create multi-leg transfers with finishers. Without this priv users can only create single leg transfers. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv and the Maintain Transfers Priv. |
| Inventory – Transfers – Intercompany | View Intercompany Transfers Priv | A privilege for viewing intercompany transfers. Users with this privilege must also have the Search Transfers Priv and the View Transfers Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Inventory – Transfers – Intercompany | Maintain Intercompany Transfers Priv | A privilege for creating and maintaining intercompany transfers. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv, the Maintain Transfers Priv and the View Intercompany Transfers Priv. |
| Inventory – Transfers – Intercompany | Submit Intercompany Transfers Priv | A privilege for submitting intercompany transfers. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv, the Maintain Transfers Priv, the View Intercompany Transfers Priv and the Maintain Intercompany Transfers Priv. |
| Inventory – Transfers – Intercompany | Approve Intercompany Transfers Priv | A privilege for approving intercompany transfers. Users with this privilege must also have the Search Transfers Priv, the View Transfers Priv, the Maintain Transfers Priv, the View Intercompany Transfers Priv, the Maintain Intercompany Transfers Priv and the Submit Intercompany Transfers Priv. |
| Items – Item Lists | Search Item Lists Priv | A privilege for searching for item lists. |
| Items – Item Lists | View Item Lists Priv | A privilege for viewing item lists Users with this privilege must also have the Search Item Lists Priv. |
| Items – Item Lists | Maintain Item Lists Priv | A privilege for creating and maintaining item lists Users with this privilege must also have the Search Item Lists Priv and the View Item Lists Priv. |
| Items | Search Items Priv | A privilege for searching for Items. |
| Items | View Items Priv | A privilege for viewing Items, including Item Zone Retail, Item Seasons, Item Attributes, Item Timelines, Item UDAs, Item Taxes, Images, Item Differentiators, Item Children, Mass Change Item Attributes, Simple Pack Setup, Pack Detail, Packs by Component, Item Approval Errors, Ticketing, Orders by Item, Item Transformation, Item Countries, Item Expenses and viewing the Incomplete Items and Inactive Items dashboard reports. Some of these areas are accessed via the Item Suppliers or Item Supplier Countries screens and therefore in order to view information such as item expenses, a user must also have view access to item suppliers. Users with this privilege must also have the Search Items Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Items | Maintain Items Priv | A privilege for creating and editing Items, but not the ability to delete the item itself. This privilege includes the creation and editing of item related data including Item Zone Retail, Item Seasons, Item Attributes, Item Timelines, Item UDAs, Item Taxes, Images, Item Differentiators, Item Children, Mass Change Item Attributes, Simple Pack Setup, Pack Details, Item Approval Errors, Ticketing, Orders by Item, Item Transformation, Item Countries, and Item Expenses as well as putting items back to Worksheet status. Some of these areas are accessed via the Item Suppliers or Item Supplier Countries screens and therefore in order to maintain information such as item expenses, a user must also have view access to item suppliers. Users with this privilege must also have the Search Items Priv and the View Items Priv. |
| Items | Delete Items Priv | A privilege for deleting Items. Users with this privilege must also have the Search Items Priv, the View Items Priv and the Maintain Items Priv. |
| Items | Submit Items Priv | A privilege for submitting items. Users with this privilege must also have the Search Items Priv, the View Items Priv and the Maintain Items Priv. |
| Items | Approve Items Priv | A privilege for approving items. Users with this privilege must also have the Search Items Priv, the View Items Priv, the Maintain Items Priv and the Submit Items Priv. |
| Items – Grocery Attributes | Maintain Grocery Attributes Priv | A privilege for access to grocery attributes for grocery items. |
| Items – Import Items | View Import Items Priv | A privilege for viewing import items, including Item HTS, Item Import Attributes and Item Eligible Tariff Treatments. |
| Items – Import Items | Maintain Import Items Priv | A privilege for maintaining import items, including Item HTS, Item Import Attributes, Item Eligible Tariff Treatments. Users with this privilege must also have the View Import Items Priv. |
| Items – Locations | View Item Locations Priv | A privilege for viewing item location information including Item Up Charges and Scheduled Item Maintenance, also to view WAC Variance and Inactive Item/Locations dashboard reports. In order to view the Item Locations, Item Up Charges and Scheduled Item Maintenance screens, a user with this privilege must also have the Search Items Priv and the View Items Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Items – Locations | Maintain Item Locations Priv | A privilege for maintaining item location information including Item Up Charges, Scheduled Item Maintenance, using Item Lists, and Mass Change Item/Location Attributes In order to view and maintain information in the Item Locations, Item Up Charges and Scheduled Item Maintenance screens, a user with this privilege must also have the Search Items Priv, the View Items Priv and the View Item Locations Priv. |
| Items – Ownership Changes | Search Ownership Changes Priv | A privilege for searching for ownership changes. |
| Items – Ownership Changes | View Ownership Changes Priv | A privilege for viewing ownership changes Users with this privilege must also have the Search Ownership Changes Priv. |
| Items – Ownership Changes | Maintain Ownership Changes Priv | A privilege for creating and editing ownership changes. Users with this privilege must also have the Search Ownership Changes Priv and the View Ownership Changes Priv. |
| Items – Ownership Changes | Submit Ownership Changes Priv | A privilege for submitting ownership changes. Users with this privilege must also have the Search, View and Maintain Ownership Changes Privileges. |
| Items – Ownership Changes | Approve Ownership Changes Priv | A privilege for approving ownership changes. Users with this privilege must also have the Search, View, Maintain and Submit Ownership Changes Privileges. |
| Items – Substitute Items - Data Loading | View Substitute Items via Spreadsheet Priv | A privilege for viewing substitute items via spreadsheet download. |
| Items – Substitute Items - Data Loading | Maintain Substitute Items via Spreadsheet Priv | A privilege for creating and editing substitute items via spreadsheet upload. Users with this privilege must also have the View Substitute Items via Spreadsheet Priv. |
| Items – Suppliers | View Item Suppliers Priv | A privilege for viewing item supplier relationships and sourcing information including Item Supplier Country of Manufacture, Item Supplier Country List, Item Supplier UOM, Item Supplier Country of Sourcing, Item Supplier Country Dimensions, Item Bracket Costing, Item Expenses, Item Supplier Country Locations and the Lead Time Days dashboard report. In order to view the item supplier relationships and sourcing information in the Item workflow, a user with this privilege must also have the Search Items Priv and the View Items Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Items – Suppliers | Maintain Item Suppliers Priv | A privilege for creating and maintaining item supplier relationships and sourcing information including Item Supplier Country of Manufacture, Item Supplier Country List, Item Supplier UOM, Item Supplier Country of Sourcing, Item Supplier Country Dimensions, Item Bracket Costing, Item Expenses, and Item Supplier Country Locations. In order to view and maintain the item supplier relationships and sourcing information in the Item workflow, a user with this privilege must also have the Search Items Priv, the View Items Priv and the View Item Suppliers Priv. |
| Items – Ticket Requests | Maintain Ticket Requests Priv | A privilege for creating ticket printing requests via the Ticket Request screen. |
| Location Lists | Search Location Lists Priv | A privilege for searching for Location Lists. |
| Location Lists | View Location Lists Priv | A privilege for viewing Location Lists, including Location List Criteria and Location List Details. Users with this privilege must also have the Search Location Lists Priv. |
| Location Lists | Maintain Location Lists Priv | A privilege for creating and editing Location Lists, including Location List Criteria and Location List Details. Users with this privilege must also have the Search Location Lists Priv and the View Location Lists Priv. |
| Location Lists | Maintain Private Location Lists for All Users Priv | A privilege for modifying and editing ‘Private’ location lists created by any user. Without this privilege, a user with the Maintain Location Lists Priv can only maintain ‘Private’ location lists that they originally created, or ‘Public’ locations lists. It is recommended that only administrative users be granted this privilege. Users with this privilege must also have the Search Location Lists Priv, View Location Lists Priv, and Maintain Location Lists Priv. |
| Merchandise Hierarchy | Search Merchandise Hierarchy Priv | A privilege for searching for Pending Merchandise Hierarchy changes via the Pending Merchandise Hierarchy Search screen. |
| Merchandise Hierarchy | View Merchandise Hierarchy Priv | The View Merchandise Hierarchy Priv provides access to the Pending Merchandise Hierarchy Changes screen to view details of pending changes, and the Merchandise Hierarchy screen to view all levels of the merchandise hierarchy. In order to access further details of entities at each level of the hierarchy, the view privileges specific to each entity are used. |
| Merchandise Hierarchy | Maintain Merchandise Hierarchy Priv | A privilege for editing Pending Merchandise Hierarchy changes. Users with this privilege must also have the Search Merchandise Hierarchy Priv and the View Merchandise Hierarchy Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Merchandise Hierarchy – Classes | View Classes Priv | A privilege for viewing Classes, including CFAS. |
| Merchandise Hierarchy – Classes | Maintain Classes Priv | A privilege for creating and editing Classes, including CFAS. Users with this privilege must also have the View Classes Priv. |
| Merchandise Hierarchy – Departments | View Departments Priv | A privilege for viewing Departments, including CFAS. |
| Merchandise Hierarchy – Departments | Maintain Departments Priv | A privilege for creating and editing Departments, including CFAS. Also provides access to update budget information from the Cumulative Markon Variance dashboard report. Users with this privilege must also have the View Departments Priv. |
| Merchandise Hierarchy – Divisions | View Divisions Priv | A privilege for viewing Divisions. |
| Merchandise Hierarchy – Divisions | Maintain Divisions Priv | A privilege for creating and editing Divisions. Users with this privilege must also have the View Divisions Priv. |
| Merchandise Hierarchy – Groups | View Groups Priv | A privilege for viewing Groups. |
| Merchandise Hierarchy – Groups | Maintain Groups Priv | A privilege for creating and editing Groups. Users with this privilege must also have the View Groups Priv. |
| Merchandise Hierarchy – Reclassifications | Maintain Reclassifications Priv | A privilege for maintaining merchandise hierarchy relationships. |
| Merchandise Hierarchy – Subclasses | View Subclasses Priv | A privilege for viewing Subclasses, including CFAS. |
| Merchandise Hierarchy – Subclasses | Maintain Subclasses Priv | A privilege for creating and editing Subclasses, including CFAS. Users with this privilege must also have the View Subclasses Priv. |
| Merchandise Hierarchy Defaults | View Merchandise Hierarchy Defaults Priv | A privilege for viewing Merchandise Hierarchy Defaults and UDA Defaults for departments, classes, and subclasses. |
| Merchandise Hierarchy Defaults | Maintain Merchandise Hierarchy Defaults Priv | A privilege for creating and editing Merchandise Hierarchy Defaults and UDA Defaults for departments, classes, and subclasses. Users with this privilege must also have the View Merchandise Hierarchy Defaults Priv. |
| Organizational Hierarchy | View Organizational Hierarchy Priv | The View Organization Hierarchy Priv provides access to the Organizational Hierarchy screen to view all levels of the Organizational Hierarchy. In order to access further details of entities at each level of the hierarchy, the view privileges specific to each entity are used. |
| Organizational Hierarch – Areas | View Areas Priv | A privilege for viewing Areas. Users with this privilege must also have the View Organizational Hierarchy Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Organizational Hierarchy – Areas | Maintain Areas Priv | A privilege for creating and editing Areas. Users with this privilege must also have the View Organizational Hierarchy Priv and the View Areas Priv. |
| Organizational Hierarchy – Chains | View Chains Priv | A privilege for viewing Chains. Users with this privilege must also have the View Organizational Hierarchy Priv. |
| Organizational Hierarchy – Chains | Maintain Chains Priv | A privilege for creating and editing Chains. Users with this privilege must also have the View Organizational Hierarchy Priv and the View Chains Priv. |
| Organizational Hierarchy – Districts | View Districts Priv | A privilege for viewing Districts. Users with this privilege must also have the View Organizational Hierarchy Priv. |
| Organizational Hierarchy – Districts | Maintain Districts Priv | A privilege for creating and editing Districts. Users with this privilege must also have the View Organizational Hierarchy Priv and the View Districts Priv. |
| OrganizationalHierarchy – Locations Destination | View Locations Destination Priv | A privilege for accessing the Locations Destination which serves as a hub for creating, viewing and maintaining location-related foundation data. **Note:**This privilege controls access to the Locations Destination from the Merchandising ADF UI. To control access to workflows within the Locations Destination JET UI, see the_Locations Destination_ Security Guide. |
| Organizational Hierarchy – Regions | View Regions Priv | A privilege for viewing Regions. Users with this privilege must also have the View Organizational Hierarchy Priv. |
| Organizational Hierarchy – Regions | Maintain Regions Priv | A privilege for creating and editing Regions. Users with this privilege must also have the View Organizational Hierarchy Priv and the View Regions Priv. |
| Organizational Hierarchy – Stores | View Stores Priv | A privilege for viewing Stores, including Addresses, CFAS, Store Location Traits and Walk Through Stores. |
| Organizational Hierarchy – Stores | Maintain Stores Priv | A privilege for creating and editing Stores, including Addresses, CFAS, Store Location Traits and Walk Through Stores. Users with this privilege must also have the View Stores Priv. |
| Organizational Hierarchy – Warehouses | View Warehouses Priv | A privilege for viewing Physical and Virtual Warehouses, including Warehouse Department Parameters, Addresses and CFAS. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Organizational Hierarchy – Warehouses | Maintain Warehouses Priv | A privilege for creating and editing Physical and Virtual Warehouses, including Warehouse Department Parameters, Addresses and CFAS. Users with this privilege must also have the View Warehouses Priv. |
| Partners | Search Partners Priv | A privilege for searching for Partners. |
| Partners | View Partners Priv | A privilege for viewing Partners including Partner Address and Invoice Matching Attributes. Users with this privilege must also have the Search Partners Priv. |
| Partners | Maintain Partners Priv | A privilege for creating and editing Partners including Partner Address, Invoice Matching Attributes, Org Units (for External Finishers), and CFAS via the Address screen. Users with this privilege must also have the Search Partners Priv and the View Partners Priv. |
| Partners | Deactivate Partners Priv | A privilege for deactivating a Partner. Users with this privilege must also have the Search Partners Priv, the View Partners Priv, and the Maintain Partners Priv. |
| Partners | Activate Partners Priv | A privilege for activating a Partner. Users with this privilege must also have the Search Partners Priv, the View Partners Priv, and the Maintain Partners Priv. |
| Price – Competitor Price | View Competitive Shop Priv | A privilege for viewing Competitive Shop information including shop requests, assigning competitors to stores, and competitive price history. |
| Price – Competitor Price | Maintain Competitive Shop Priv | A privilege for creating and editing competitive shop requests and competitor assignments to stores. Users with this privilege must also have the View Competitive Shop Priv. |
| Price – Price Change History | View Price Change History Priv | A privilege for viewing price change history information via the Price Change History screen. |
| Price – Product Restrictions | Search Product Restrictions Priv | A privilege for searching for product restrictions. |
| Price – Product Restrictions | View Product Restrictions Priv | A privilege for viewing product restrictions. Users with this privilege must also have the Search Product Restrictions Priv. |
| Price – Product Restrictions | Maintain Product Restrictions Priv | A privilege for creating and maintaining production restrictions. Users with this privilege must also have the Search Product Restrictions Priv and the View Product Restrictions Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Purchase Orders | Search Purchase Orders Priv | A privilege for searching for purchase orders. The Manage Orders link in the Orders folder in the Tasks list will be displayed. In the Open to Buy dashboard report, the bar graph will be clickable, clicking on one of the bars in the graph will take the user to the Order Search screen with the search executed. |
| Purchase Orders | View Purchase Orders Priv | A privilege for viewing purchase orders and viewing the Early/Late Shipments, Past Not After Date, Orders to Close, Never Approved, Once Approved, Missing Orders Data, Items Missing Data and Open Orders dashboard reports. In the Early/Late Shipments dashboard report, the View Order action option will be displayed. A hyperlink will be available on the Order No column, when clicked the user will enter the Order screen in View mode. In the Past Not After Date, Orders to Close and Never Approved dashboard reports, the View Order and View Order Details action option will be displayed. A hyperlink will be available on the Order No column, when clicked the user will enter the Order screen in View mode. Users with this privilege must also have the Search Purchase Orders Priv. |
| Purchase Orders | Maintain Purchase Orders Priv | A privilege for creating and maintaining purchase orders. Users with this privilege must also have the Search Purchase Orders Priv and the View Purchase Orders Priv. |
| Purchase Orders | Submit Purchase Orders Priv | A privilege for submitting purchase orders. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
| Purchase Orders | Close Purchase Orders Priv | A privilege for closing purchase orders. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
| Purchase Orders | Approve Purchase Orders Priv | A privilege for approving purchase orders and viewing the Orders Pending Approval dashboard report. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv, the Maintain Purchase Orders Priv and the Submit Purchase Orders Priv. |
| Purchase Orders | Accept Purchase Order Revisions Priv | A privilege for accepting purchase order revisions. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Purchase Orders | Reject Purchase Order Revisions Priv | A privilege for rejecting purchase order revisions. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
| Purchase Orders – DSD Orders | Maintain DSD Orders Priv | A privilege for creating Direct to Store Delivery (DSD) orders. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
| Purchase Orders – Pre-Issued Order Numbers | Maintain Pre-Issued Order Numbers Priv | A privilege for creating pre-issued order numbers and creating order using pre-issued numbers. Users with this privilege must also have the Search Purchase Orders Priv, the View Purchase Orders Priv and the Maintain Purchase Orders Priv. |
| Purchase Orders – Receipt Adjustments by Cost | Maintain Receipt Adjustments by Cost Priv | A privilege for adjusting receipts by cost and viewing transaction data. |
| Replenishment – Attributes | View Replenishment Attributes Priv | A privilege for viewing replenishment attributes. |
| Replenishment – Attributes | Maintain Replenishment Attributes Priv | A privilege for creating and maintaining replenishment attributes. Users with this privilege must also have the View Replenishment Attributes Priv. |
| Replenishment – Buyer Worksheets | View Buyer Worksheets Priv | A privilege for viewing buyer worksheets. |
| Replenishment – Buyer Worksheets | Maintain Buyer Worksheets Priv | A privilege for maintaining buyer worksheets Users with this privilege must also have the View Buyer Worksheets Priv. |
| Required Documents | View Required Documents Priv | A privilege for viewing the association of Required Documents with Suppliers, Partners, HTS Headings/ Chapters, Countries, Letters of Credit, Letter of Credit Amendments, Items, Orders, and Order Items. |
| Required Documents | Maintain Required Documents Priv | A privilege for creating and editing the association of Required Documents with Suppliers, Partners, HTS Headings/Chapters, Countries, Letters of Credit, Letter of Credit Amendments, Items, Orders, and Order Items. Users with this privilege must also have the View Required Documents Priv. |
| Stock Counts – Requests and Units | View Stock Count Units Priv | A privilege for viewing stock count results and viewing the Stock Count Unit Variance dashboard report. |
| Stock Counts – Requests and Units | Maintain Stock Count Units Priv | A privilege for maintaining stock count results, unit variance and adjustments, and virtual warehouse distribution. Users with this privilege must also have the View Stock Count Units Priv. |
| Stock Counts – Requests and Units | View Stock Counts Priv | A privilege for viewing stock count requests and viewing the Stock Counts Missing dashboard report. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Stock Counts – Requests and Units | Maintain Stock Counts Priv | A privilege for creating and maintaining stock count requests. Users with this privilege must also have the View Stock Counts Priv. |
| Stock Counts – Values | View Stock Count Values Priv | A privilege for viewing stock count value variance and adjustments. |
| Stock Counts – Values | Maintain Stock Count Values Priv | A privilege for maintaining stock count value variance and adjustments. |
| Stock Ledger | View Stock Ledger Priv | A privilege for viewing the stock ledger, viewing the Cumulative Markon Variance and Shrinkage Variance dashboard reports, and viewing the Division Year End Valuation and Department Year End Valuation reports. |
| Supplier Inventory Management | View Supplier Inventory Management Priv | A privilege for viewing Supplier Inventory Management information including Supplier Brackets via the Merchandising user interface. Users with this privilege must also have the Search Suppliers Priv and View Suppliers Priv |
| Supplier Inventory Management | Maintain Supplier Inventory Management Priv | A privilege for creating and editing Supplier Inventory Management information including Supplier Brackets via the Merchandising user interface. Users with this privilege must also have the View Supplier Inventory Management Priv, Search Suppliers Priv and View Suppliers Priv. |
| Suppliers | Search Suppliers Priv | A privilege for searching for Suppliers. |
| Suppliers | View Suppliers Priv | A privilege for viewing Suppliers, including Supplier Address, EDI, Returns, Traits, Import Attributes, Invoice Matching Attributes, Importer/Exporter, Routing Location, CFAS, and Org Unit information. Users with this privilege must also have the Search Suppliers Priv. |
| Suppliers | Maintain Suppliers Priv | A privilege for creating and editing Suppliers, including Supplier Address, EDI, Returns, Traits, Import Attributes, Invoice Matching Attributes, Importer/Exporter, Routing Location, CFAS, and Org Unit information. Users with this privilege must also have the Search Suppliers Priv and the View Suppliers Priv. |
| Suppliers | Deactivate Suppliers Priv | A privilege for deactivating a supplier. Users with this privilege must also have the Search Suppliers Priv, the View Suppliers Priv, and the Maintain Suppliers Priv. |
| Suppliers | Activate Suppliers Priv | A privilege for activating a supplier. Users with this privilege must also have the Search Suppliers Priv, the View Suppliers Priv, and the Maintain Suppliers Priv. |
| Suppliers – Org Units | View Supplier Org Units Priv | A privilege for viewing Supplier Org Unit associations. Users with this privilege must also have the Search Suppliers Priv and the View Suppliers Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Suppliers – Org Units | Maintain Supplier Org Units Priv | A privilege for creating and maintaining Supplier Org Unit associations. Users with this privilege must also have the Search Suppliers Priv, the View Suppliers Priv and the View Supplier Org Units Priv. |
| Supply Chain Network | View Supply Chain Network Priv | A privilege for viewing Supply Chain Network information including Priority Groups, Location Activity Schedules, Warehouse Department Parameters, Transit Times, and Supplier and Location Delivery Schedules. Users with this privilege must also have the Search Supplier Priv and the View Suppliers Priv in order to access Location Delivery Schedules. |
| Supply Chain Network | Maintain Supply Chain Network Priv | A privilege for creating and editing Supply Chain Network information including Priority Groups, Location Activity Schedules, Warehouse Department Parameters, Transit Times, and Supplier and Location Delivery Schedules. Users with this privilege must also have the View Supply Chain Network Priv, and, in order to access Location Delivery Schedules, they must also have the Search Suppliers Priv and View Suppliers Priv. |
| Supply Chain Network – Warehouse Department Parameters | View Warehouse Department Parameters Priv | A privilege for viewing Warehouse Department Parameters. |
| Supply Chain Network – Warehouse Department Parameters | Maintain Warehouse Department Parameters Priv | A privilege for creating and editing Warehouse Department Parameters. Users with this privilege must also have the View Warehouse Department Parameters Priv. |
| Taxes – Department Level Defaults | View Department Taxes Priv | A privilege for viewing the association of tax information with Departments. |
| Taxes – Department Level Defaults | Maintain Department Taxes Priv | A privilege for creating and editing the association of tax information with Departments. Users with this privilege must also have the View Department Taxes Priv. |
| Taxes – Tax Rules | Search Tax Rules Priv | A privilege for searching for tax rules via the Tax Rule workflow. |
| Taxes – Tax Rules | View Tax Rules Priv | A privilege for viewing tax rules via the Tax Rule workflow and via spreadsheet download. Users with this privilege must also have the Search Tax Rules Priv. |
| Taxes – Tax Rules | Maintain Tax Rules Priv | A privilege for creating and maintaining tax rules via the Tax Rule workflow and via spreadsheet upload. Users with this privilege can also access the Review Builder Status screen. Users with this privilege must also have the Search Tax Rules Priv and the View Tax Rules Priv. |
Table 3-14 (Cont.) Privileges Available in Merchandising
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Taxes – Tax Rules | Submit Tax Rules Priv | A privilege for submitting tax rules via the Tax Rule workflow and via spreadsheet upload. Users with this privilege must also have the Search Tax Rules Priv, the View Tax Rules Priv and the Maintain Tax Rules Priv. |
| Taxes – Tax Rules | Approve Tax Rules Priv | A privilege for approving tax rules via the Tax Rule workflow and via spreadsheet upload. Users with this privilege must also have the Search Tax Rules Priv, the View Tax Rules Priv, the Maintain Tax Rules Priv and the Submit Tax Rules Priv. |
In this guide
- Guide: Merchandising Security Guide
- Previous: 2 Roles
- Next: A Appendix A – Role Identifiers