Establishing Feature Function Security

This chapter provides an overview of feature function security and discusses how to set up feature function security:

Understanding Feature Function Security

Feature function security enables you to define user/role security down to the feature and field level to restrict sources of supply, inactivate certain fields on the sales order, and restrict certain transactions.

This security feature is used only for online processing and can be used with the this functionality:

Counter sales.
Multiple payment methods.
Alternate sources of supply.
Margin adjustment.
Short-term customers.
Claimbacks.
Sales order entry.
Quote entry.

The system searches in this order for feature security definition:

Users (operator)
Roles
Business units
Installation Options (default)

The lookup for feature security definitions handles each feature definition independently. For example, you may define short-term customer security for your entire business unit, but define order entry for each user (operator ID). The system fetches each feature by first fetching the definition for the user. If the user is not found, it fetches the definition for the role. If the role is not found, it fetches the feature definition for the business unit. If the businesses unit is not found, it fetches the feature definition for the installation option.

Note. PeopleTools security controls access for the components. Feature function security enables you to control access to pages and fields within the component.

Defining Feature Function Security

To set up feature function security, use the Feature Security User Setup component.

This section provides an overview of feature function security setup and discusses how to establish feature function security at the:

Feature level
Function level
Field level

Understanding Feature Function Security Setup

At the Installation Options level for Order Management, you establish whether to use feature function security.

The pages that you use to set up the security are the same whether you are establishing feature function security by installation, business unit, role, or user ID. They are each in separate components. Feature function security at the installation level is required and is used as the default. The hierarchy of the security from bottom to top is installation, business unit, role, and user ID.

It's important that you carefully consider how you are going to use the levels of security that you establish and that you reexamine your choices if you are encountering problems with the system. For example, you may have two CSRs who can update different fields based on their user ID or role security.

Pages Used to Set up Feature Function Security

Page Name	Object Name	Navigation	Usage
Order Management	INSTALLATION_OM	Setup Financials/Supply Chain, Install, Installation Options Click the Order Management link on the Product Options page.	Use to turn on or off feature function security.
Features	FFS_USERFTR	Setup Financials/Supply Chain, Security, Feature Security by User Setup Financials/Supply Chain, Security, Feature Security by Role Setup Financials/Supply Chain, Security, Feature Security by Business Unit Setup Financials/Supply Chain, Security, Feature Security for INST	Set up feature function security for features at the installation, business unit, role, and user level. Note. The installation level is the default and is required.
Functions	FFS_USERFUNC	Click the Select Functions link from the Features page.	Set up feature function security for functions at the installation, business unit, role, and user level.
Fields	FFS_USERFIELDS	Click the Select Fields link from the Functions page.	Set up feature function security for fields at the installation, business unit, role, and user level.
Valid Values	FFS_FLDVAL_DTL	Click the Valid Values button on the Fields page.	Use to establish additional options for each field.

Establishing Feature Function Security at the Feature Level

Access the Features page.

Business Unit Type

If you are establishing security at the business unit level, select Accounts Receivable, Inventory, Order Management, Purchasing, or Work Order.

Activate Security for Feature

Select to activate security for each feature.

Activate All Features at this Security Level

Click the button to activate security for all features at this security level.

Deactivate All Features at this Security Level

Click the button to deactivate feature security for security this level.

Establishing Feature Function Security at the Function Level

Access the Functions page.

Activate Function for Level

Select to activate security for the function at this level.

Select Fields

Click this link to access the Fields page.

Note. The link is unavailable for entry if there are no associated fields with the function.

Activate These Functions at this Security Level

Click the button to activate security for all functions in the feature at this security level.

Deactivate These Functions at this Security Level

Click the button deactivate all security for functions in the feature at this security level.

Establishing Feature Function Security at the Field Level

Access the Fields page.

Display

Select if you want the field to display. If not selected, the field will be hidden.

Enable for Update

Select if you want the field to be available for update. Some fields are unavailable for entry. For example, the Total Order field is calculated by the system and is not available to be updated.

Description

This field describes the field or option by label, page title, and additional information. For example, Go to / Order Entry Form / Line Page Navigation is for the line page navigation on the Order Entry Form page accessed from the Line menu.

Feature Field Type

Describes the type of field.

Valid Values

Click this link to access additional options for some fields. For example, if the field is for page navigation, you can add the links that you want to be accessible.

Select All Fields for this Function

Use to select all of the fields for display and update.

De-select All Fields for this Function

Use to clear all of the fields for display and update.

Select All Fields For Display Only

Use to select all of the fields to display.

Business Unit Type	If you are establishing security at the business unit level, select Accounts Receivable, Inventory, Order Management, Purchasing, or Work Order.
Activate Security for Feature	Select to activate security for each feature.
Activate All Features at this Security Level	Click the button to activate security for all features at this security level.
Deactivate All Features at this Security Level	Click the button to deactivate feature security for security this level.

Activate Function for Level	Select to activate security for the function at this level.
Select Fields	Click this link to access the Fields page. Note. The link is unavailable for entry if there are no associated fields with the function.
Activate These Functions at this Security Level	Click the button to activate security for all functions in the feature at this security level.
Deactivate These Functions at this Security Level	Click the button deactivate all security for functions in the feature at this security level.

Display	Select if you want the field to display. If not selected, the field will be hidden.
Enable for Update	Select if you want the field to be available for update. Some fields are unavailable for entry. For example, the Total Order field is calculated by the system and is not available to be updated.
Description	This field describes the field or option by label, page title, and additional information. For example, Go to / Order Entry Form / Line Page Navigation is for the line page navigation on the Order Entry Form page accessed from the Line menu.
Feature Field Type	Describes the type of field.
Valid Values	Click this link to access additional options for some fields. For example, if the field is for page navigation, you can add the links that you want to be accessible.
Select All Fields for this Function	Use to select all of the fields for display and update.
De-select All Fields for this Function	Use to clear all of the fields for display and update.
Select All Fields For Display Only	Use to select all of the fields to display.