User Guide

Role Description
Inter-Company Transaction User Created, edits, deletes, loads and extracts transactions. Runs matching report
by account or ID, runs transaction report and drills through from modules.
Inter-Company Transaction Match Template Manages intercompany matching templates
Inter-Company Transaction Auto Match by Account Auto match intercompany transactions by account
Inter-Company Transaction Auto Match by ID Auto match intercompany transactions by ID
Inter-Company Transaction Manual Match with Tolerance Manual match intercompany transactions with tolerance check
Inter-Company Transaction Manual Match Manual match intercompany transactions
Inter-Company Transaction Unmatch Unmatches intercompany transactions
Inter-Company Transaction Post/Unpost Posts and unposts intercompany transactions
Enable write back in Web Grid Enters and saves data directly to a Web grid
Database Management Copies and clears data, and deletes invalid records
Manage Ownership Enters and edits ownership information
Task Automation Sets up automated tasks
Manage Custom Documents Loads and extracts custom documents to and from the server
Extended Analytics Creates and executes extended anlaytics queries
Data Form Write Back from Excel Submits data from Smart View while using a Web Data Entry Form
View Roles
Advanced User
Uses the Browser View and can access Running Tasks
Read Journals Reads journals
Receive Email Alerts for Process Management Receives e-mails
Receive Email Alerts for IC Transactions Receives e-mails
Reserved Not currently used
Planning Roles
Additional Shared Services roles are required for Oracle's Enterprise Performance Management
Architect. See “Shared Services Roles” on page 135.
Role Description
Power Roles
Planning Roles
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