The existing Accounts
Receivable Manager and Specialist roles are designed to optimize deployment
efficiencies. The following new Receivables roles are now
available to provide segregation of access:
1.
Accounts Receivable
Manager Segregated Role
2.
Accounts
Receivable Specialist Segregated Role
3.
Billing
Manager Segregated Role
4.
Billing
Specialist Segregated Role
5.
Customer
Account Administrator Segregated Role
Here are the details of each
of the new Receivables segregated roles:
1.
Accounts
Receivable Manager Segregated Role: This role is the same as the
existing Accounts
Receivable Manager Role except it does not inherit the following
privileges:
·
Create Customer
·
Manage Customers
·
Create Receivables Invoice
·
Manage Receivables Invoice
·
Submit AutoInvoice Import Process
Use the
Accounts Receivable Manager Segregated Role if you want to segregate the
accounts
receivable
manager activities from:
·
Creation and management of customers
·
Creation and management of invoices
2.
Accounts Receivable
Specialist Segregated Role: This role is the same as the existing
Accounts
Receivable Specialist Role except it does not inherit the
following privileges:
·
Create Customer
·
Manage Customers
·
Create Receivables Invoice
·
Manage Receivables Invoice
·
Submit AutoInvoice Import Process
Use
the Accounts Receivable Specialist Segregated Role if you want to segregate the
accounts
Receivable specialist
activities from:
·
Creation
and management of customer
·
Creation and management of invoices
3.
Billing
Manager Segregated Role: This role is the same as the existing
Accounts Receivable Manager Role except it does not inherit the following
privileges:
·
Create
Customer
·
Manage
Customers
·
Create
Receivables Automatic Receipt Batch
·
Create
Receivables Receipt
·
Import
Receivables Receipt Batch
·
Import
Receivables Receipt through Lockbox
·
Submit Receivables Automatic Receipt Creation
Process
Use
the Billing Manager Segregated Role if you want to segregate the accounts
receivable manager activities from:
·
Creation
and management of customers
·
Creation
of customer receipts
4.
Billing
Specialist Segregated Role: This role is the same as the existing
Accounts Receivable Specialist Role except it does not inherit the following
privileges:
·
Create
Customer
·
Manage
Customers
·
Create
Receivables Automatic Receipt Batch
·
Create
Receivables Receipt
·
Import
Receivables Receipt Batch
·
Import
Receivables Receipt through Lockbox
·
Submit
Receivables Automatic Receipt Creation Process
Use
the Billing Specialist Segregated Role if you want to segregate the accounts
receivable specialist activities from:
·
Creation
and management of customers
·
Creation
of customer receipts
5.
Customer Account
Administrator Segregated Role: Use this role for customer maintenance
activities. Access the customer maintenance tasks via the Setup and Maintenance
work area. This role segregates the customer maintenance duties from:
·
Billing
activities, such as creation and management of invoices
·
Accounts
Receivable activities, such as creation and management of receipts and
remittances
Reference: Oracle Cloud
