How to Restrict Period Close Option from General Accounting Manager

To
Role (Doc ID 2323035.1)
Bottom

In this Document

Goal
Solution
References

APPLIES TO:

Oracle Fusion General Ledger Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

GOAL

The General Accounting Manager Job Role has General Accounting Menu which has below
options:

General Accounting Dashboard

Journals
Period Close

How to remove the Period Close option from the General Accounting manager role?

SOLUTION

Steps to achieve the above goal:

(Note: The attached document at the bottom has screen shots for the steps.)

Step 1).
To customize any roles, copy the role “General Accounting Manager” Job role.
Navigate to Tools > Security Console > Roles > Search for “General Accounting Manager” Job
Role

There are two options to copy the role:

1) Copy top role
2) Copy role and inherited roles.
Choose second option.
Step 2).
The screen opens with allowing changing the name of the Role.
Choose custom role name you want to create. Example General accounting Manager WO PClose

Step 3).
In Function Security Policies Tab, the screen will list all the privilege for the job role.
Please click on Load Inherited policies.

Search for Manage Period Close Activities privilege, the below screen shows that Manage period
close activities are inherited by financial Analyst Custom and general Accountant Custom role.
The system won’t allow to delete these roles from this screen.
Open the Financial Analyst Custom role and General Accountant Custom role.
It is possible to delete those privileges from the above roles, as both the above are customer roles
which is not going to disturb the standard roles. The custom roles (financial analyst custom and
General Accountant Custom role) are created because of choosing the option 'Copy top role and
inherited role').
If the option 'Copy top role' is chosen, the system will inherit the privilege from Seeded roles
called Financial Analyst and General Accountant role).
Make a note for inherited job roles which need to be modified.

Step 4).
Click Next Button and go to “Role hierarchy”.

Search for period Close Management related roles, Delete the below roles from Role hierarchy.

Click Next and save and submit the “General Accounting Manager WO PClose” Custom role.

Step 5).
Navigate to Tools > Security Console > Roles > Search for “Financial Analyst Custom” Role
Go to Action button Click on Edit Role

Go to Function Security policies tab

Search for Manage Period Close Activities and delete the Privilege from the role

Save and close the “Financial Analyst Custom Role”

Step 6).
Navigate to Tools > Security Console > Roles > Search for “General Accountant Custom” Role
Go to Action button Click on Edit Role

Go to Function Security policies tab

Search for Manage Period Close Activities and delete the Privilege from the role
Save and close the “General Accountant Custom Role”

Step 7).
Add the custom role “General Accounting Manager WO PClose” to the specified user.

Step 8).
Attach the data Access set for the specified Role and the user.