Oracle Cloud Receivables New Roles in 18C

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