Roles of Consultant

These are the roles that I recommend you assign to your consultant user. Of course, there should be more, but I believe this is the bare minimum required to begin your implementation and test scenarios tasks.

Financials

Role Name	Role Code	Description
Employee	ORA_PER_EMPLOYEE_ABSTRACT	Identifies the person as an employee.
Accounts Payables Manager	ORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB	Overrides exceptions, analyzes Oracle Fusion Payables balances, and submits income tax and withholding reports to meet regulatory requirements.
Accounts Payable Specialist	ORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB	Enters invoices ensuring accuracy, uniqueness, and completeness. Matches invoices to correct purchase orders or receipts ensuring that invoices comply with company policy.
Accounts Payable Supervisor	ORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB	Oversees the activities of Accounts Payables Specialists. Initiates and manages pay runs. Resolves nondata entry holds.
Accounts Payable Payment Supervisor	ORA_AP_ACCOUNTS_PAYABLE_PAYMENT_SUPERVISOR_JOB	Individual responsible for managing accounts payable payments.
Billing Manager	AR_BILLING_MANAGER_JOB	Oversees the planning, organization, and execution of all billing activities.
Billing Specialist	AR_BILLING_SPECIALIST_JOB	Oversees the execution of assigned billing activities.
Revenue Manager	AR_REVENUE_MANAGER_JOB	Manages revenue recognition activities such as developing and implementing revenue policies, collaborating with other departments on revenue recognition issues, managing exceptions, reviewing and approving revenue adjustments, and providing revenue forecasting and budgeting.
Revenue Analyst	AR_REVENUE_ANALYST_JOB	Manages and executes revenue recognition activities such as revenue policy implementation, journal and contract review, revenue recognition adjustments, and liaison with related departments.
Accounts Receivable Manager	ORA_AR_ACCOUNTS_RECEIVABLE_MANAGER_JOB	Manages all accounts receivable activities, including defining policy and controls, establishing processes and procedures, resolving issues, monitoring and analyzing accounts receivable balances, and creating reports and business intelligence.
Accounts Receivable Specialist	ORA_AR_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB	Manages and implements all customer payment activities, including receiving customer payments and electronic remittance advice, performing cash handling activities, processing customer payments, and applying payments to customer accounts.
Cash Manager	ORA_CE_CASH_MANAGER_JOB	Protects and develops the company's liquid assets maximizing their use and return to the organization.
Financial Analyst	ORA_GL_FINANCIAL_ANALYST_JOB	Analyzes the financial performance of an enterprise or an organization within an enterprise.
Fiscal Document Specialist	ORA_CMF_FISCAL_DOCUMENT_SPECIALIST_JOB	Individual responsible for the validation of receipt fiscal document information, particularly financial and tax amounts applicable to purchase order receipts of goods and services.
Financial Integration Specialist	ORA_FUN_FINANCIAL_INTEGRATION_SPECIALIST_JOB	Individual responsible for planning, coordinating, and supervising all activities related to the integration of financial information systems.
General Accountant	ORA_GL_GENERAL_ACCOUNTANT_JOB	Records and reports financial transactions and manages revenue, expense, asset, liability and equity accounts. Responsible for recording accounting adjustments, accruals, allocations, currency revaluations and translations.
General Accounting Manager	ORA_GL_GENERAL_ACCOUNTING_MANAGER_JOB	Manages the general accounting functions of an enterprise including general ledger, subsidiary ledgers, and cost accounting.
Budget Analyst	ORA_XCC_BUDGET_ANALYST_JOB	Analyzes funds available.
Budget Manager	ORA_XCC_BUDGET_MANAGER_JOB	Manages one or more control budgets, including relevant setup, budget loading, exception analysis, transactional overrides, and funds available analysis and reporting.
Budget Preparer	ORA_XCC_BUDGET_PREPARER_JOB	Individual responsible for performing budget entry for one or more organizational units.
Asset Accountant	ORA_FA_ASSET_ACCOUNTANT_JOB	Performs asset transactions including additions, adjustments, transfers, and retirements, ensuring accuracy and completeness. Verifies asset information, transaction details, and accounting entries through inquiry and reports.
Asset Accounting Manager	ORA_FA_ASSET_ACCOUNTING_MANAGER_JOB	Manages fixed assets department and personnel. Monitors and performs asset transactions, maintains asset books and set ups in Oracle Fusion Assets, and views asset information and accounting entries.
Expense Audit Manager	ORA_EXM_EXPENSE_AUDIT_MANAGER_JOB	Plans, leads, and controls the activities of the internal audit staff to achieve the objectives of the Internal Audit function for an organization.
Expense Auditor	ORA_EXM_EXPENSE_AUDITOR_JOB	Reviews and audits expense reports on a daily basis to ensure compliance with the company's reimbursement policy.
Expense Manager	ORA_EXM_EXPENSE_MANAGER_JOB	Manages company's expense policies and processes. Reviews and proposes changes to expense policies.
Tax Accountant	ORA_ZX_TAX_ACCOUNTANT_JOB	Prepares and files tax returns and reports for an enterprise, including country, federal, state, and local corporate, payroll, and transaction taxes
Tax Administrator	ORA_ZX_TAX_ADMINISTRATOR_JOB	Sets up technical areas and the integration with tax service providers
Tax Manager	ORA_ZX_TAX_MANAGER_JOB	Defines the tax policies and most efficient tax configuration. Sets up relatively stable entities that seldom require updates, such as tax regimes and taxes
Tax Specialist	ORA_ZX_TAX_SPECIALIST_JOB	Maintains tax configuration, especially the variable entities that require periodic updates, such as tax rates and tax jurisdictions

Procurement & SCM

Role Name	Role Code	Description
Advanced Procurement Requester	ORA_POR_ADVANCED_PROCUREMENT_REQUESTER_ABSTRACT	Prepares requisitions on behalf of others and has access to advanced requisition creation permissions.
Buyer	ORA_PO_BUYER_JOB	Procurement professional responsible for transactional aspects of the procurement processes.
Category Manager	ORA_PON_CATEGORY_MANAGER_JOB	Procurement professional responsible for identifying savings opportunities, determining negotiation strategies, creating request for quote, request for information, request for proposal, or auction events on behalf of their organization and awarding future business typically in the form of contracts or purchase orders to suppliers.
Cost Accountant	ORA_CST_COST_ACCOUNTANT_JOB	Performs cost and management accounting functions.
Inventory Manager	ORA_INV_INVENTORY_MANAGER_JOB	Manages activities in the warehouse such as managing inventory transactions, planning inventory replenishment and managing cycle and physical inventory counts.
Procurement Catalog Administrator	ORA_POR_PROCUREMENT_CATALOG_ADMINISTRATOR_ABSTRACT	Manages agreements and catalog content including catalogs, category hierarchy, content zones, information templates, map sets, public shopping lists, and smart forms.
Procurement Application Administrator	ORA_PO_PROCUREMENT_APPLICATION_ADMIN_JOB	Responsible for technical aspects of keeping procurement applications systems available as well as configuring the applications to meet the needs of the business.
Product Data Steward	ORA_EGI_PRODUCT_DATA_STEWARD_JOB	Executes change requests upon approval and maintains the quality of the product master. Responsible for data loads. Develops consistent data in accordance with the business rules of the corporation. Responsibilities also include data scrubbing, monitoring data entry exception, data de-duplication, ensuring overall data quality.
Procurement Manager	ORA_PO_PROCUREMENT_MANAGER_JOB	Procurement professional responsible managing a group of buyers in an organization.
Procurement Preparer	ORA_POR_PROCUREMENT_PREPARER_ABSTRACT	Facilitate the procurement process by preparing and submitting requisitions for goods and services needed by an organization
Procurement Requester	ORA_POR_PROCUREMENT_REQUESTER_ABSTRACT	Initiate the procurement process by identifying the need for goods and services within an organization and creating and submitting requisitions for procurement.
Receiving Agent	ORA_RCV_RECEIVING_AGENT_JOB	Performs receiving activities such as receiving expected shipment lines, inspecting received lines, correcting received lines, and managing returns.
Supplier Administrator	ORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT	Manages supplier profile and user provisioning.
Supplier Manager	ORA_POZ_SUPPLIER_MANAGER_ABSTRACT	Manages supplier information and authorizes promotion of prospective suppliers to spend authorized.
Supplier Qualification	ORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY	The purpose of this role is to ensure that suppliers are qualified in accordance with organizational standards, and to support the procurement function in obtaining goods and services from qualified suppliers.
Supply Chain Controller	ORA_FOS_SUPPLY_CHAIN_CONTROLLER_JOB	Provide leadership and guidance in operational control for both Finance and Supply Chain Operations leaders in complex, global supply chain organizations. This role aims to implement effective global supply chain procedures and controls to ensure compliance with legal inter-company policies, while maximizing efficiency in the flow of goods to customers.
Shipping Agent	ORA_WSH_SHIPPING_AGENT_JOB	Managing outbound shipments, which includes packing and labeling items. The role ensures that orders are accurately fulfilled and takes into account freight, handling, and value service charges. Additionally, the role records shipment weight, volume, and other relevant attributes associated with the order.
Shipping Manager	ORA_WSH_SHIPPING_MANAGER_JOB	Monitoring and analyzing both outstanding and completed warehouse work. This includes managing the outbound shipment process and reviewing and resolving shipping exceptions. Additionally, the role is tasked with implementing shipping standards and process improvements to optimize warehouse operations.
Warehouse Manager	ORA_INV_WAREHOUSE_MANAGER_JOB	Manages and analyzes all warehouse activities including analyzing materials management and logistics performance, managing inventory transactions, managing cycle and physical counts, configuring warehouse setup, and reviewing inventory balances.
Warehouse Operator	ORA_INV_WAREHOUSE_OPERATOR_JOB	Performing various warehouse activities, such as creating inventory transactions, processing movement requests, recording cycle and physical inventory counts, conducting material put away, and confirming pick slips. These tasks are crucial in ensuring that the inventory is accurately recorded and managed to support efficient warehouse operations.

⚠️ These roles should be individually associated with the created user. It is not recommended to create a custom role with all of these roles, as the data access is not unique.

Jobs for synchronizing roles and users

Don't forget to run these jobs after you've finished registering these roles to synchronize your access:

• Retrieve Latest LDAP Changes

• Import User and Role Application Security Data

• Send Pending LDAP Requests

• Send Personal Data for Multiple Users to LDAP

Retrieve Latest LDAP Changes

It is critical that all User Account information be synced with the Cloud application from the LDAP directory; otherwise, you will encounter the issue of not seeing Roles and user accounts in the application.

Import User and Role Application Security Data

Is a key step for system security. This process imports user and role data from LDAP to the Fusion HCM Security Console tables. It creates a privilege with the job name preceded by "RUN_", which is crucial for allowing users to execute specific jobs from the Scheduled Processes interface. Moreover, it's recommended to run this process periodically, at least twice a day, to ensure the latest changes in LDAP are reflected in the system, maintaining security data integrity and access control policies effectiveness.

Send Pending LDAP Requests

Help with many important functions in the Cloud Application, such as creating, suspending, and reactivating user accounts.

Send Personal Data for Multiple Users to LDAP

All Users: The process sends personal information for all users to the Identity Store, regardless of whether the information has changed since the last time it was sent.

Changed users only: The process only sends personal information that has changed since the last time the information was sent to the Identity Store (regardless of how they were sent). This is the standard-setting.