Manage Resource > sales person assign > reference data set LOV is null or Sales person LOV is null in the sale order lines

 

ISSUE: 

Under Manage Resources > Search a Employee>under sale person tab > LOV for referense data set is null

Resolution 

1.  Security Console -> Roles -> Search for  Accounts Receivables Manager &  copy role

2. Edit -> click on Add Function Security Policy-> Manage Trading Community Resource Sales Representative Information -

3. Click on Create Data Security Policy (the Start date  need to be past date)

Policy name: Grant on SetId for Resources

Data Resource: SetID Set
Privilege: Manage Trading Community Salesperson Setup; View Trading Community Salesperson Setup;
Condition: All values

4. Add the Users you need to this new role -> Next -> Submit and Close

5. Administration - > Role status -> appear as Complete

6. search for the user and double check to make sure it has been assigned with the new role

7. Now login with the user that has been assigned with the new role -> Setup and Maintenance -> Manage Resources

8. Organizations Tab (enter Role = Salesperson and the Organization as per your requirements)

9. Roles Tab (assign the Salesperson Role)

10. Salesperson Tab -> expand the Set LOV -> the data sets will show up.

11. Save.

Add access to the reference data set as > Enterprise set.

Perquisites : 

create an organization 

Assign Resource to the organization

For employee assign the sale person / sale Manager role 

Assign Data access to use for the reference data set : Enterprise 

* Make sure under the BU functions access set the sale person reference set are same a Enterprise set.  

Task:  Manage Business Unit Set Assignment

same as resource set

Oracle ID

No Reference Data Set Listed For Salesperson Setup In Fusion Release 12 (Doc ID 2270768.1)

sale person LOV is null on the sales order lines 

FA: SCM: OM: How To Define Sales Person (Doc ID 2155741.1)