Document Access Levels
Specify an access level to control what modification and control actions can take on a particular document once user gain access. Document owners always have full access to their documents. The following are Access level options :

View Only - Accessing employees can only view the document. Only the document owner may modify or control
xxxxxxxxxxxxxthe document.
Modify xx - Accessing employees can view, modify, freeze and close the document.
Full xxxxx - Accessing employees can view, modify, freeze, close, cancel and finally close the document.

Document Security Levels
Anyone with menu access to the document entry window can create a document. These individuals then become the document owners. Security levels can be set for each document type. Following are Security level options

Private .xx - Only the document owner and subsequent approvers can access the document.
Purchasing - Only the document owner, subsequent approvers, and individuals defined as buyers can access the
xxxxxxxxxxxxxxdocument.
Hierarchyx - Only the document owner, subsequent approvers, and individuals above the document owner in the
xxxxxxxxxxxxxxsecurity hierarchy can access the document.
Public xxxx- All system users can access the document.

/* For Supplier Bank Account Number Use This One */

SELECT bank_account_name, bank_account_num, branch_id
FROM iby_ext_bank_accounts
WHERE ext_bank_account_id IN (
SELECT ext_bank_account_id
FROM iby_account_owners
WHERE account_owner_party_id IN (
SELECT party_id
FROM hz_party_sites
WHERE party_site_name LIKE ‘%UPC%’))

/* USE THIS QUERY TO GET BANK NAME AND BANK BRANCH NAME OF SUPPLIER BANK*/

SELECT BANKORGPROFILE.HOME_COUNTRY BANK_HOME_COUNTRY,
BANKORGPROFILE.PARTY_ID BANK_PARTY_ID,
BANKORGPROFILE.ORGANIZATION_NAME BANK_NAME,
BANKORGPROFILE.BANK_OR_BRANCH_NUMBER BANK_NUMBER,
BRANCHPARTY.PARTY_ID BRANCH_PARTY_ID,
BRANCHPARTY.PARTY_NAME BANK_BRANCH_NAME,
BRANCHPARTY.PARTY_ID
FROM HZ_ORGANIZATION_PROFILES BANKORGPROFILE,
HZ_CODE_ASSIGNMENTS BANKCA,
HZ_PARTIES BRANCHPARTY,
HZ_ORGANIZATION_PROFILES BRANCHORGPROFILE,
HZ_CODE_ASSIGNMENTS BRANCHCA,
HZ_RELATIONSHIPS BRREL,
HZ_CODE_ASSIGNMENTS BRANCHTYPECA,
HZ_CONTACT_POINTS BRANCHCP,
HZ_CONTACT_POINTS EDICP
WHERE SYSDATE BETWEEN TRUNC (BANKORGPROFILE.EFFECTIVE_START_DATE)
AND NVL (TRUNC (BANKORGPROFILE.EFFECTIVE_END_DATE),
SYSDATE + 1)
AND BANKCA.CLASS_CATEGORY = ‘BANK_INSTITUTION_TYPE’
AND BANKCA.CLASS_CODE IN (’BANK’, ‘CLEARINGHOUSE’)
AND BANKCA.OWNER_TABLE_NAME = ‘HZ_PARTIES’
AND (BANKCA.STATUS = ‘A’ OR BANKCA.STATUS IS NULL)
AND BANKCA.OWNER_TABLE_ID = BANKORGPROFILE.PARTY_ID
AND BRANCHPARTY.PARTY_TYPE = ‘ORGANIZATION’
AND BRANCHPARTY.STATUS = ‘A’
AND BRANCHORGPROFILE.PARTY_ID = BRANCHPARTY.PARTY_ID
AND SYSDATE BETWEEN TRUNC (BRANCHORGPROFILE.EFFECTIVE_START_DATE)
AND NVL (TRUNC (BRANCHORGPROFILE.EFFECTIVE_END_DATE),
SYSDATE + 1)
AND BRANCHCA.CLASS_CATEGORY = ‘BANK_INSTITUTION_TYPE’
AND BRANCHCA.CLASS_CODE IN (’BANK_BRANCH’, ‘CLEARINGHOUSE_BRANCH’)
AND BRANCHCA.OWNER_TABLE_NAME = ‘HZ_PARTIES’
AND (BRANCHCA.STATUS = ‘A’ OR BRANCHCA.STATUS IS NULL)
AND BRANCHCA.OWNER_TABLE_ID = BRANCHPARTY.PARTY_ID
AND BANKORGPROFILE.PARTY_ID = BRREL.OBJECT_ID
AND BRREL.RELATIONSHIP_TYPE = ‘BANK_AND_BRANCH’
AND BRREL.RELATIONSHIP_CODE = ‘BRANCH_OF’
AND BRREL.STATUS = ‘A’
AND BRREL.SUBJECT_TABLE_NAME = ‘HZ_PARTIES’
AND BRREL.SUBJECT_TYPE = ‘ORGANIZATION’
AND BRREL.OBJECT_TABLE_NAME = ‘HZ_PARTIES’
AND BRREL.OBJECT_TYPE = ‘ORGANIZATION’
AND BRREL.SUBJECT_ID = BRANCHPARTY.PARTY_ID
AND BRANCHTYPECA.CLASS_CATEGORY(+) = ‘BANK_BRANCH_TYPE’
AND BRANCHTYPECA.PRIMARY_FLAG(+) = ‘Y’
AND BRANCHTYPECA.OWNER_TABLE_NAME(+) = ‘HZ_PARTIES’
AND BRANCHTYPECA.OWNER_TABLE_ID(+) = BRANCHPARTY.PARTY_ID
AND BRANCHTYPECA.STATUS(+) = ‘A’
AND BRANCHCP.OWNER_TABLE_NAME(+) = ‘HZ_PARTIES’
AND BRANCHCP.OWNER_TABLE_ID(+) = BRANCHPARTY.PARTY_ID
AND BRANCHCP.CONTACT_POINT_TYPE(+) = ‘EFT’
AND BRANCHCP.STATUS(+) = ‘A’
AND EDICP.OWNER_TABLE_NAME(+) = ‘HZ_PARTIES’
AND EDICP.OWNER_TABLE_ID(+) = BRANCHPARTY.PARTY_ID
AND EDICP.CONTACT_POINT_TYPE(+) = ‘EDI’
AND EDICP.STATUS(+) = ‘A’
AND BRANCHCA.OWNER_TABLE_ID = :IBY_BRANCH_ID /*USER BRANCH ID FROM ABOVE QUERY*/

We can set up the application to automatically notify the service request owner and customer contacts associated with the service request whenever a certain event occurs, for example, whenever a service request is created, closed, or reassigned.

Notifications can be sent via Oracle Workflow notifications or by e-mail.

Oracle TeleService includes a notification workflow and notification templates suitable for different types of events, but implementers must set up the rules that trigger the workflow. The rules make it possible to selectively notify users only about events of interest to the organization. This notification functionality enhances and replaces notifications through the Call Support Process workflow which can be associated with Service Request Types. The Call Support Process notifies users each and every time a service request is updated. This release includes one seeded notification rule: If service request status changes to closed, then notify the primary contacts of related service requests.

The following table describes the events that can trigger a notification message to be sent and the scope of the rule you can create.

• Contact Added to Service Request
• Published Solution Added to Service Request
• Service Request Status Changed
• Service Request Created
• Service Request Owner Changed
• Relationship Created
• Relationship Removed
• Service Request Updated

The Notifications that are available in Oracle Service can be set up via the

Customer Support -> Setup -> Service Requests -> Notification Rules form.

A content set is used to override row set account assignments to generate different variations of the same report without defining separate reports. Most of the time, content sets are used to generate a given report for every value in a segment of the Chart of Accounts—for example, a Standard report that repeats for each company in the Chart of Accounts. To enter content sets, follow the navigation path Reports ---> Define ---> Content Set. Enter the name of the content set, an optional description, and the type. The type determines whether the run order of the reports will be sequential or parallel.

Next, define the Account Assignments for the content set. This is very similar to the Account Assignments form you saw in the Define Rows/Columns form. However, since content set overrides the row set, you do not need to fill in all segments. The segments without any value will fall back to the row set account assignments. Only need to define what display types to use to override the row set. Valid display types are listed in below.

N -- No override

CT -- Summation of balances of all segment values within the account range.

PE -- Expand the account range or parent value into detail segment values.
xxxxxxIn addition, it will page break after each segment value creating a different report.

PT -- Override the account range but maintain the row set display types (E, T, B).

RE -- Expand the account range or parent value into detail segment values. Same as E in defining rows.

RT -- Total the segment values for the segment. Same as T in defining rows.

RB -- Show both detail and total for the account range or the parent value. Same as B in defining rows.