Sourcing Setup Step 4: Define Buyer Security (Optional)

Purchasing: Setup -> Purchasing -> Document Types

Buyer Security allows buyers to have the ability to secure sourcing documents. It also provides organizations extended flexibility over buyer actions. Buyers accept a default security-level or can choose to override it under special circumstances. There are three levels of possible security:

• Public: All system users can access the document.
• Private: The document owner, collaboration team members, and the subsequent approver(s) can access the document.
• Hierarchy: The document owner, collaboration team members, and subsequent approver(s), and any other individuals in the security hierarchy can access the document. This security hierarchy is shared with Oracle Purchasing. 

With Private and Hierarchy security, buyers will grant explicit access for each sourcing document by assigning people to the collaboration team. Additionally, any employee can be limited to view-only access and/or assigned as a document approver.

Set Up Buyer Security:

• Run the Replicate Seed Data concurrent program for each operating unit in your enterprise. (Run this program in Single Organization mode if you have not set up multiple operating units). (Nav. System Administrator -> Requests)

• Once the Replicate Seed Data program has been run, Oracle Sourcing will use the security level of Public as the default for all Sourcing documents. If you wish to set the default to a different level:

1. Log into Oracle Purchasing with a responsibility that allows the update of document types.
2. Navigate to the Document Types form: Setup>Purchasing>Document Types
3. Perform a Query by Example using%Sourcing% as the search criteria for the Name field.
4. Select the new security level (Public, Private, or Hierarchy) from the Security Level drop down menu.

• Note that if you select Hierarchy as the security level, Oracle Sourcing will use the hierarchy set up in the Purchasing Options form when granting access to this document type.