Purchasing Document Security and Access Level

Document Security Levels:  
Document Security Levels can be set for each document type. Security Levels options include like below screen.

Private: 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 document.

Hierarchy: Only the document owner, subsequent approvers, and individuals above the the document owner in the security hierarchy can access the document.

Note: Subordinates can’t see the superiors requisitions.

Public: All system users can access the document.
Whenever we select security level as Hierarchy at Purchase Requisition Document Type

We will get a new Security Hierarchy option at Document Control in Purchase Options.

Navigation: MCR PO > Purchasing > Document Types > Requisition Purchase Click on Update Icon

Once select the Security Level as Hierarchy and Apply the changes and go to Purchase Options to see the new Security Hierarchy Option in Document Control. Here we need to specify our hierarchy (MCR PO Hierarchy) and save the changes.
Navigation: MCR PO > Setup > Organizations > Purchasing Options
Document Access Levels:

We can specify the Document Access Level to control what modification and control actions you take on a perticular document once you gain the access. Document owners always have full access to their documents.

Document Access Levels includes like below screen.

View Only: Accessing employees can only view the document.Only the document owner may modify or control the document (Purchase Requisition).

Modify: Accessing employees can view, modify, freeze and close the document.

Full: Accessing employees can view, modify, freeze, close, cancel and finally cancel the document
Navigation: MCR PO > Purchasing > Document Types > Requisition Purchase Click on Update Icon


Document Type – Approval Settings
Navigation: MCR PO > Purchasing > Document Types > Requisition Purchase Click on Update Icon

Approval Settings:

Owner Can Approve: We can enable if the owner can approve his or her own document. The document is still subject to the approval rules assigned to the owner’s job or position and document type.

Note: This Option is not applicable when the document type is RFQ and Quotation.

Approver Can Modify: We can enable/check if the document approvers  are required to modify the document. If not enable this check box then approver must either simply approve or reject the document. Approver should include the reason for the rejected  document along with changes that need to made that will allow them to approve when resubmitted.

Note: This Option is not applicable when the document type is RFQ and Quotation.

Approval Workflow: We can accept the default workflow or customized workflow of your own and want to associate it with a specific document type, we can choose that instead.

Workflow Start Process: We can accept the defaults already set up in Oracle Workflow, or if we created a workflow process of our own and want to associate it with a specific document type, we can choose that workflow process instead.

Approval Transaction Type (Requisitions Only): If we have implemented Oracle Approvals Management, this selection associates the transaction type with the requisition document type. 
Routing Settings:

Can Change Forward-To: If enable, user can change the person the document is forwarded to.  Note: This field is not applicable when the document type is RFQ and Quotation.

Can Change Forward-From: Allows preparers to forward  the document to one of the requestors on the requisition. This field is only applicable for requisition document types.

Can Change Approval Hierarchy: If enabled, preparers and approvers can chage the approval hierarchy defaulted into the Approve Document window

Note: This field is not applicable when the document type is RFQ and Quotation.

Forward Method: This option applies regardless of whether you are using position approval hierarchies or the employee/supervisor hierarchies to determine your approval paths. This field is not applicable when the document type is RFQ and Quotation.

Valid values are

Direct: The default for the approver is the first person in the preparer’s approval path with sufficient approval authority.

Hierarchy: The default for the approver is the next person in the preparer’s approval path regardless of whether he or she has sufficient approval authority.

Default Hierarchy: The name of the position approval hierarchy which defines the standard approval path for the particular document type.

Note: This field is not applicable when the document type is RFQ and Quotation.

Document Type – Controls:

Navigation: MCR PO > Purchasing > Document Types > Requisition Purchase

Security Level: Lets you control which groups of employees have access to each document type.

Access Level: Lets you control what modification/control actions employees can take once they gain access to the document.
Auto create Workflow (Requisitions only): We can accept the default workflow or customized workflow of your own we can choose that instead.

Use Contract Agreement for Auto-Sourcing (Requisitions only): Requires the requisition creation auto sourcing logic to include approved contract purchase agreement.