Mirror of Oracle documentation
Converted for search and offline reading. Authoritative source: Oracle. Diagrams and some complex tables are simplified — check the PDF when in doubt.
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 Sales Audit’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 or in other words maintain information in Sales Audit. Management duties may contain either the inquiry duty or the review duty for the same entity. For example, the Transaction Management Duty contains the Transaction Inquiry Duty along with the additional Maintain Transaction Privilege and Delete Transaction Privilege, because in order for users to maintain an entity, they must also have the ability to search for and view the entity. The Error Override Management Duty contains the Edit Override Error Privilege along with Error Override Review Duty. Management duties are assigned to contributors of an area.
- Review
A review duty is meant for users with the authority to either review, or review and approve submissions. For example, the Total Definition Review duty and Audit Rule Review duty contains the access to approve or disable a Total and a Rule respectively. Also, other Review duties such as Error Override Review duty contains the access to only view the Error List on the screens. Review duties are assigned to reviewers of an area.
Duties with no Hierarchical Relationships
There are some duties used within Sales Audit that do not have a hierarchical set of duties with increasing levels of access, as described by the duty types above. These duties simply grant access to a single area or task. 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:
- 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 Console Duty
Grants access to the Settings menu, including the Security folder 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.
- Application Global Menu Duties
These duties grant access to links in the Application Navigator which allow users to launch into another application in the Merchandising suite. In order to see the links they must also be defined via the Application Navigator screen in the ORAAC Tasks list.
- Documentation 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 who 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 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 Sales Audit Analyst may be a viewer and a contributor store days, transactions, totals and rules. They may have no access to system options, maintaining employees and bank store relationships.
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 duties contained within each of the predefined duties provided in the default security configuration:
Table 3-1 Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Administration - Application Navigator | 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. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assign to any roles in the default security configuration. | No privileges contained within. Assigning the duty to a role grants access. |
| Administration - Application Navigator | 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. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assign to any roles in the default security configuration. | No privileges contained within. Assigning the duty to a role grants access. |
| Administration - Application Navigator | 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. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assign to any roles in the default security configuration. | No privileges included, assigning the duty to a role grants access. |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Administration - Application Navigator | 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. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assign to any roles in the default security configuration. | No privileges included, assigning the duty to a role grants access. |
| Administration - Application Navigator | 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. The link must also be added via the Application Navigator screen in order to see the link. There are no privileges within the duty, associating this duty to a role will grant access. This duty is not assign to any roles in the default security configuration. | No privileges contained within. Assigning the duty to a role grants access. |
| Administration - Documentation Summarization | Documentation Summarization Inquiry Duty | A duty for accessing the documentation summarization feature that allows users to ask the system questions about supported capabilities or how to perform tasks in Sales Audit. The system will summarize findings from multiple documentation sources and return the relevant results in the chat. Rather than assigning this duty to grant access to a particular role, this duty is assigned to the Digital Assistant Chat Viewer role. This role should be associated with any user for whom you wan to grant access. | View Documentation Summarization Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Administration - Settings Administrator Console | Administrator Console Duty | This is a duty that is used to grant access to the ORAAC Security folder and tasks under this folder on the Settings menu. There are no privileges within the duty, associating this duty to a role will grant access. This duty can only be assigned to the Application Administrator role provided in the default security configuration. | No privileges contained within. Assigning the duty to a role grants access. |
| Administration - Settings Menu | Settings Menu Duty | This is a duty that is used to grant access to the Settings menu in the sidebar navigation menu, with all non-security related folders and links. There are no privileges within this duty, associating the duty to a role will grant access. This duty can only be assigned to the Application Administrator role provided in the default security configuration. | No privileges contained within. Assigning the duty to a role grants access. |
| Administration - System Options | Application Administration Inquiry Duty | A duty for viewing ReSA System Options and downloading data under the Administration template type including Error Messages, Reference Fields, Store Data, and Constants. | View Application Administration Priv |
| Administration - System Options | Application Administration Management Duty | A duty for managing ReSA System Options and uploading data under the Administration template type including Error Messages, Reference Fields, Store Data, and Constants. This duty is an extension of the Application Administration Inquiry Duty. | Application Administration Inquiry Duty Maintain Application Administration Priv |
| Administration - Web Services | Service Access Duty | A duty for granting the ability to execute web services. | Merchandising Applications Service Access Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Audit Rules | Audit Rule Inquiry Duty | A duty for viewing audit rules. | Search Audit Rule Priv View Audit Rule Priv |
| Audit Rules | Audit Rule Management Duty | A duty for managing audit rules. This is an extension of the Audit Rule Inquiry Duty. | Audit Rule Inquiry Duty Maintain Audit Rule Priv Delete Audit Rule Priv |
| Audit Rules | Audit Rule Submit Duty | A duty for submitting an audit rule for approval. This is an extension of the Audit Rule Management Duty. | Audit Rule Management Duty Submit Audit Rule Priv |
| Audit Rules | Audit Rule Review Duty | A duty for approving or disabling an audit rule. This is an extension of the Audit Rule Submit Duty. | Audit Rule Submit Duty Approve Audit Rule Priv Disable Audit Rule Priv |
| Automated Clearing House (ACH) | ACH Information Inquiry Duty | A duty for viewing ACH information including Bank ACH and Store ACH. | View ACH Information Priv |
| Automated Clearing House (ACH) | ACH Information Management Duty | A duty for managing ACH information. This duty is an extension of the ACH Information Inquiry Duty. | ACH Information Inquiry Duty Maintain ACH Information Priv |
| Bank Store | Bank Store Inquiry Duty | A duty for viewing Bank Store. | View Bank Store Priv |
| Bank Store | Bank Store Management Duty | A duty for managing Bank Store. This duty is an extension of the Bank Store Inquiry Duty. | Bank Store Inquiry Duty Maintain Bank Store Priv |
| Dashboard - Sales Audit | Sales Audit Dashboard Inquiry Duty | A duty for viewing the Sales Audit Dashboard. | View Sales Audit Dashboard Priv |
| Data Loading - Financial Administration | Financial Admin Inquiry Duty | A duty for accessing the Foundation Data Download screen and downloading data under the Finance Administration template type including GL (General Ledger) Cross Reference, Tender Types and Currency Rounding Rules. | View Financial Admin Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Data Loading - Financial Administration | Financial Admin Management Duty | A duty for accessing the Foundation Data Upload screen and uploading data under the Finance Administration template type including GL (General Ledger) Cross Reference and Currency Rounding Rules. This duty is an extension of the Financial Admin Inquiry Duty. | Financial Admin Inquiry Duty Maintain Financial Admin Priv |
| Data Loading - Foundation | Foundation Data via Spreadsheet Inquiry Duty | A duty for accessing the Foundation Data Download screen and downloading data under the Foundation template type including Location Closings. | View Foundation Data via Spreadsheet Priv |
| Data Loading - Foundation | Foundation Data via Spreadsheet Management Duty | A duty for accessing the Foundation Data Upload screen and uploading data under the Foundation template type including Location Closings. This duty is an extension of the Foundation Data via Spreadsheet Inquiry Duty. | Foundation Data Admin Inquiry Duty Maintain Foundation Data via Spreadsheet Priv |
| Data Loading - Status | Data Loading Status Inquiry Duty | A duty for viewing data loading status. | View Data Loading Status Priv |
| Data Loading - Status | 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 |
| Employees | Employee Inquiry Duty | A duty for viewing Employee. | View Employees Priv |
| Employees | Employee Management Duty | A duty for managing Employee. This duty is an extension of the Employee Inquiry Duty. | Employee Inquiry Duty Maintain Employees Priv |
| Field Access - Error Override | Error Override Inquiry Duty | A duty for viewing the Override checkbox on the Error List tab on either the Store Day Summary or Balance Level Summary screens, or on the Sales Audit Errors popup. | View Error Override Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Field Access - Error Override | Error Override Management Duty | A duty for the ability to override errors by checking the Override checkbox on the Error List tab on either the Store Day Summary or Balance Level Summary screens. | Error Override Review Duty Edit Error Override Priv |
| Field Access - HQ Reported | Totals HQ Reported Value Inquiry Duty | A duty for viewing the HQ Reported values on both the Over/Short Totals and Miscellaneous Totals tabs on either the Store Day Summary or Balance Level Summary screens. | View Over/Short Totals HQ Reported Value Priv View Miscellaneous Totals HQ Reported Value Priv |
| Field Access - HQ Reported | Totals HQ Reported Value Management Duty | A duty for the ability to override errors by checking the Override checkbox on the Error List tab on either the Store Day Summary or Balance Level Summary screens. | Totals HQ Reported Value Review Duty Maintain Over/Short Totals HQ Reported Value Priv Maintain Miscellaneous Totals HQ Reported Value Priv |
| Field Access - Over/ Short | Over/Short Value Inquiry Duty | A duty for viewing the Over/Short values in the Status container on either the Store Day Summary or Balance Level Summary screens as well as the Trial Over/Short values on the Over/Short Totals tabs in either the Store Day Summary or Balance Level Summary screens. | View Store Day Summary Over/Short Value Priv View Balance Level Summary Over/Short Value Priv View Over/Short Totals Trial Over/Short Values Priv |
| Field Access - System Calculated | Totals System Calculated Value Inquiry Duty | A duty for viewing the System Reported values on both the Over/Short Totals and Miscellaneous Totals tabs on either the Store Day Summary or Balance Level Summary screens. | View System Calculated Totals Value Priv |
| General Ledger | General Ledger Inquiry Duty | A duty for viewing GL drill back. | View GL Drill Back Priv |
| Store Day | Store Day Inquiry Duty | A duty for viewing store days. | Search Store Days Priv View Store Days Priv View Flash Reports Priv |
| Store Day | Store Day Management Duty | A duty for managing Store Days. This duty is an extension of the Store Day Inquiry Duty. | Store Day Inquiry Duty Maintain Store Days Priv Delete Store Days Priv |
Table 3-1 (Cont.) Duty Definitions
| Functional Area | Duty | Duty Description | Duties and Privileges Contained Within |
|---|---|---|---|
| Store Day Status | Store Day Manual Status Update Duty | A duty for setting a Store Day’s Data Status and Audit Status. | Manually Set Store Day Data Status Priv Reset Store Day Audit Status Priv |
| Store Day Status | Store Day Reopen Duty | A duty for reopening a store day. This duty is an extension of the Store Day Manual Status Update Duty. | Store Day Manual Status Update Duty Reopen Store Day Priv |
| Total Definitions | Total Definition Inquiry Duty | A duty for viewing total definitions. | Search Total Definition Priv View Total Definition Priv |
| Total Definitions | Total Definition Management Duty | A duty for managing total definitions. This duty is an extension of the Total Definition Inquiry Duty. | Total Definition Inquiry Duty Maintain Total Definition Priv Delete Total Definition Priv |
| Total Definitions | Total Definition Submit Duty | A duty for submitting a Total Definition for approval. This duty is an extension of the Total Definition Management Duty. | Total Definition Management Duty Submit Total Definition Priv |
| Total Definitions | Total Definition Review Duty | A duty for approving or disabling a total definition. This duty is an extension of the Total Definition Submit Duty. | Total Definition Submit Duty Approve Total Definition Priv Disable Total Definition Priv |
| Transactions | Transaction Inquiry Duty | A duty for viewing transactions, transaction revisions and transaction summaries. | Search Transactions Priv View Transactions Priv View Transaction Reports Priv |
| Transactions | Transaction Management Duty | A duty for managing transactions. This duty is an extension of the Transaction Inquiry Duty. | Transaction Inquiry Duty Maintain Transaction Priv Delete Transaction Priv |
| Transactions | Transaction Post Void Duty | A duty for post voiding a transaction. This duty is an extension of the Transaction Management Duty. | Transaction Management Duty Post Void Transaction 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 - Documentation Summarization | Access Granted | Assign the Digital Assistant Chat Viewer job role (CHATBOT_VIEW_JOB) to the user to grant access. |
| Administration - Settings Administrator Console | Access Granted | Administrator Console Duty |
| Administration - Settings Menu | Access Granted | Settings Menu Duty |
| Administration - System Options | Management | Application Administration Management Duty |
| Administration - Web Services | Access Granted | Service Access Duty |
| Audit Rules | Review | Audit Rule Review Duty |
| Automated Clearing House (ACH) | Management | ACH Information Management Duty |
| Bank Store | Management | Bank Store Management Duty |
| Dashboard - Sales Audit | Access Granted | Sales Audit Dashboard Inquiry Duty |
| Data Loading - Financial Administration | Management | Financial Admin Management Duty |
| Data Loading - Foundation | Management | Foundation Data via Spreadsheet Management Duty |
| Data Loading - Status | Management | Data Loading Status Management Duty |
| Employees | Management | Employee Management Duty |
| Field Access - Error Override | Management | Error Override Management Duty |
| Field Access - HQ Reported | Management | Totals HQ Reported Value Management Duty |
| Field Access - Over/Short | Inquiry | Over/Short Value Inquiry Duty |
| Field Access - System Calculated | Inquiry | Totals System Calculated Value Inquiry Duty |
| General Ledger | Inquiry | General Ledger Inquiry Duty |
| Store Day | Management | Store Day Management Duty |
| Store Day Status | Review | Store Day Reopen Duty |
| Totals Definition | Review | Total Definition Review Duty |
| Transactions | Review | Transaction Post Void Duty |
Table 3-3 Sales Audit Analyst
| 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 - Settings Administrator Console | No Access | |
| Administration - Settings Menu | No Access | |
| Administration - System Options | No Access | |
| Administration - Web Services | No Access |
Table 3-3 (Cont.) Sales Audit Analyst
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Audit Rules | Review | Audit Rule Review Duty |
| Automated Clearing House (ACH) | Management | ACH Information Management Duty |
| Bank Store | No Access | |
| Dashboard - Sales Audit | Access Granted | Sales Audit Dashboard Inquiry Duty |
| Data Loading - Financial Administration | No Access | |
| Data Loading - Foundation | No Access | |
| Data Loading - Status | No Access | |
| Employees | No Access | |
| Field Access - Error Override | Management | Error Override Management Duty |
| Field Access - HQ Reported | Management | Totals HQ Reported Value Management Duty |
| Field Access - Over/Short | Inquiry | Over/Short Value Inquiry Duty |
| Field Access - System Calculated | Inquiry | Totals System Calculated Value Inquiry Duty |
| General Ledger | No Access | |
| Store Day | Management | Store Day Management Duty |
| Store Day Status | Management | Store Day Manual Status Update Duty |
| Totals Definition | Review | Total Definition Review Duty |
| Transactions | Review | Transaction Post Void Duty |
Table 3-4 Sales Audit 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 - Settings Administrator Console | No Access | |
| Administration - Settings Menu | No Access | |
| Administration - System Options | No Access | |
| Administration - Web Services | No Access | |
| Audit Rules | Review | Audit Rule Review Duty |
| Automated Clearing House (ACH) | Management | ACH Information Management Duty |
| Bank Store | No Access | |
| Dashboard - Sales Audit | Access Granted | Sales Audit Dashboard Inquiry Duty |
| Data Loading - Financial Administration | Management | Financial Admin Management Duty |
| Data Loading - Foundation | Management | Foundation Data via Spreadsheet Management Duty |
| Data Loading - Status | Management | Data Loading Status Management Duty |
Table 3-4 (Cont.) Sales Audit Manager
| Functional Area | Access Level | Duty Assigned |
|---|---|---|
| Employees | Management | Employee Management Duty |
| Field Access - Error Override | Management | Error Override Management Duty |
| Field Access - HQ Reported | Management | Totals HQ Reported Value Management Duty |
| Field Access - Over/Short | Inquiry | Over/Short Value Inquiry Duty |
| Field Access - System Calculated | Inquiry | Totals System Calculated Value Inquiry Duty |
| General Ledger | No Access | |
| Store Day | Management | Store Day Management Duty |
| Store Day Status | Review | Store Day Reopen Duty |
| Totals Definition | Review | Total Definition Review Duty |
| Transactions | Review | Transaction Post Void Duty |
Table 3-5 Financial 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 - Settings Administrator Console | No Access | |
| Administration - Settings Menu | No Access | |
| Administration - System Options | No Access | |
| Administration - Web Services | No Access | |
| Audit Rules | Inquiry | Audit Rule Inquiry Duty |
| Automated Clearing House (ACH) | Inquiry | ACH Information Inquiry Duty |
| Bank Store | Management | Bank Store Management Duty |
| Dashboard - Sales Audit | Access Granted | Sales Audit Dashboard Inquiry Duty |
| Data Loading - Financial Administration | Management | Financial Admin Management Duty |
| Data Loading - Foundation | No Access | |
| Data Loading - Status | Inquiry | Data Loading Status Inquiry Duty |
| Employees | No Access | |
| Field Access - Error Override | Inquiry | Error Override Inquiry Duty |
| Field Access - HQ Reported | Inquiry | Totals HQ Reported Value Inquiry Duty |
| Field Access - Over/Short | Inquiry | Over/Short Value Inquiry Duty |
| Field Access - System Calculated | Inquiry | Totals System Calculated Value Inquiry Duty |
| General Ledger | Inquiry | General Ledger Inquiry Duty |
| Store Day | Inquiry | Store Day Inquiry Duty |
Privilege | Inquiry ||fCManagement! ||fCManagement!fCManagement!Management! |Review | SearchTransactionsPriv TransactionsPriv View |x|] x |x TransactionReportsPriv_ View ||| x || x |x MaintainTransactionsPriv|| || x |x DeleteTransactionsPriv|| || x |x PostVoidTransactionsPriv|| (| x
Table 3-7 (Cont.) Privileges Available in Sales Audit
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Administration - System Options | View Application Administration Priv | A privilege for viewing system options and the Foundation Data Download screen. Within the Foundation Data Download screen, this privilege provides access the Administration template type in order to download the following to a spreadsheet: Error Messages, Reference Fields, Store Data, and Constants. |
| Administration - System Options | Maintain Application Administration Priv | A privilege for maintaining system options, and provides access to the Foundation Data Upload screen. Within the Foundation Data Upload screen, this privilege provides access to the Administration template type in order to upload new or updated Error Messages, Reference Fields, Store Data, and Constants. |
| Administration - Web Services | Merchandising Applications Service Access Priv | A generic privilege for accessing ReST Services |
| Audit Rules | Search Audit Rule Priv | A privilege for searching for audit rules. |
| Audit Rules | View Audit Rule Priv | A privilege for viewing audit rules. |
| Audit Rules | Maintain Audit Rule Priv | A privilege for creating and editing audit rules. |
| Audit Rules | Delete Audit Rule Priv | A privilege for deleting an audit rule. |
| Audit Rules | Submit Audit Rule Priv | A privilege for submitting an audit rule for review. |
| Audit Rules | Approve Audit Rule Priv | A privilege for approving an audit rule. |
| Audit Rules | Disable Audit Rule Priv | A privilege for disabling an audit rule. |
| Automated Clearing House (ACH) | View ACH Information Priv | A privilege for viewing Bank ACH and Store ACH information. |
| Automated Clearing House (ACH) | Maintain ACH Information Priv | A privilege for maintaining Bank ACH and Store ACH information. |
| Bank Store | View Bank Store Priv | A privilege for viewing Bank Store relationships. |
| Bank Store | Maintain Bank Store Priv | A privilege for maintaining Bank Store relationships. |
| Data Loading - Financial Administration | View Financial Admin Priv | A privilege for accessing the Foundation Data Download screen and viewing data under the Finance Administration data loading template type via the Foundation Data Download screen, which includes the GL (General Ledger) Cross Reference, Tender Types and Currency Rounding Rules templates. |
| Data Loading - Financial Administration | Maintain Financial Admin Priv | A privilege for accessing the Foundation Data Upload screen and maintaining data under the Finance Administration data loading template via the Foundation Data Upload screen, which includes the GL (General Ledger) Cross Reference, Tender Types and Currency Rounding Rules templates. |
| Data Loading - Foundation | View ReSA Foundation Data via Spreadsheet Priv | A privilege for accessing the Foundation Data Download screen and viewing data under the Foundation data loading template type via the Foundation Data Download screen, which includes the Location Closings template. |
Table 3-7 (Cont.) Privileges Available in Sales Audit
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Data Loading - Foundation | Maintain ReSA Foundation Data via Spreadsheet Priv | A privilege for accessing the Foundation Data Upload screen and maintaining data under the Foundation data loading template type via the Foundation Data Upload screen, which includes the Location Closings template. |
| Data Loading - Status | View Data Loading Status Priv | This privilege provides view access to the Data Loading Status screen. |
| Data Loading - Status | Maintain Data Loading Status Priv | This privilege provides edit access to the Data Loading Status screen. |
| Employees | View Employees Priv | A privilege for viewing assigned stores for ReSA users via location traits. |
| Employees | Maintain Employees Priv | A privilege for maintaining assigned stores for ReSA users via location traits. |
| Field Access - Error Override | View Error Override Priv | A privilege for viewing the Override checkbox on the Error List tab in either the Store Day Summary, Balance Level Summary screens, or on the Sales Audit Errors popup. |
| Field Access - Error Override | Maintain Error Override Priv | A privilege for editing the Override checkbox on the Error List tab in either the Store Day Summary or Balance Level Summary screens. |
| Field Access - HQ Reported | View Miscellaneous Totals HQ Reported Value Priv | A privilege for viewing the HQ Reported value on the Miscellaneous Totals tab in either the Store Day Summary or Balance Level Summary screens. |
| Field Access - HQ Reported | View Over/Short Totals HQ Reported Value Priv | A privilege for viewing the HQ Reported values in both the Accounted For and the Accountable For containers on the Over/Short Totals tab in either the Store Day Summary or Balance Level Summary screens. |
| Field Access - HQ Reported | Maintain Miscellaneous Totals HQ Reported Value Priv | A privilege for editing the HQ Reported value on the Miscellaneous Totals tab in either the Store Day Summary or Balance Level Summary screens. |
| Field Access - HQ Reported | Maintain Over/Short Totals HQ Reported Value Priv | A privilege for editing the HQ Reported values in both the Accounted For and the Accountable For containers on the Over/Short Totals tab in either the Store Day Summary or Balance Level Summary screens. |
| Field Access - Over/Short | View Store Day Summary Over/Short Value Priv | A privilege for viewing the Over/Short value in the Status container in the Store Day Summary screen. |
| Field Access - Over/Short | View Balance Level Summary Over/Short Value Priv | A privilege for viewing the Over/Short value in the Status container in the Balance Level Summary screen. |
| Field Access - Over/Short | View Over/Short Totals Trial Over/Short Values Priv | A privilege for viewing the Trial Over/Short values in both the Accounted for and the Accountable containers on the Over/Short Totals tab in either the Store Day Summary or the Balance Level Summary screens. |
Table 3-7 (Cont.) Privileges Available in Sales Audit
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Field Access - System Calculated | View System Calculated Totals Value Priv | A privilege for viewing the System Reported Totals values in both the Accounted For and the Accountable For containers on the Over/Short Totals tab in either the Store Day Summary or Balance Level Summary screens, as well as on the Miscellaneous Totals tab in either the Store Day Summary or Balance Level Summary screens. |
| General Ledger | View GL Drill Back Priv | A privilege for viewing General Ledger Drill Back |
| Store Day | Search Store Days Priv | A privilege for searching for store days and store day total transaction data summary information (transaction data summary). |
| Store Day | View Flash Reports Priv | A privilege for viewing the Flash Totals and Flash Sales reports accessed via the main Tasks list or via the Store Day Summary screen. |
| Store Day | View Store Day Priv | A privilege for viewing a store day including error list, over/short totals, miscellaneous totals, combined totals, total export log, revisions of totals (total audit trail), missing transactions, store day import log, store day export log, store day total transaction data summary information (transaction data summary), and comments. |
| Store Day | Maintain Store Days Priv | A privilege for creating and editing a store day. Editing a store day includes error list, over/short totals, miscellaneous totals, combined totals, total export log, revisions of totals (total audit trail), missing transactions and comments. |
| Store Day | Delete Store Day Priv | A privilege for deleting a store day. |
| Store Day | Manually Set Store Day Data Status Priv | A privilege for manually setting a store day’s data status. |
| Store Day | Reset Store Day Audit Status Priv | A privilege for resetting a store day’s audit status. |
| Store Day | Reopen Store Days Priv | A privilege for reopening a store day prior to the account period being closed in RMS for the same store day. |
| Totals Definition | Search Total Definition Priv | A privilege for searching for total definitions. |
| Totals Definition | View Total Definition Priv | A privilege for viewing total definitions. |
| Totals Definition | Maintain Total Definition Priv | A privilege for creating and editing total definitions. |
| Totals Definition | Delete Total Definition Priv | A privilege for deleting a total definition. |
| Totals Definition | Submit Total Definition Priv | A privilege for submitting a total definition for review. |
| Totals Definition | Approve Total Definition Priv | A privilege for approving a total definition. |
| Totals Definition | Disable Total Definition Priv | A privilege for disabling a total definition. |
| Transactions | Search Transactions Priv | A privilege for searching for transactions, transaction revisions (audit trail) and transaction summaries (item and tender). |
| Transactions | View Transactions Priv | A privilege for viewing transactions, transaction revisions (audit trail), transaction summaries (item and tender) and comments. |
Table 3-7 (Cont.) Privileges Available in Sales Audit
| Functional Area | Privilege | Privilege Description |
|---|---|---|
| Transactions | View Transaction Reports Priv | A privilege for viewing the Credit Card Summary, the Transaction Data and the Voucher Activity reports accessed via the main Tasks list. |
| Transactions | Maintain Transactions Priv | A privilege for creating and editing transactions, and mass updating items on transactions via Item Summary, and comments. |
| Transactions | Delete Transactions Priv | A privilege for deleting transactions |
| Transactions | Post Void Transactions Priv | A privilege for post voiding transactions |
In this guide
- Guide: Sales Audit Security Guide
- Previous: 2 Roles
- Next: A Appendix A – Role Identifiers