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R12 CE: Unable to view Legal Entities LoV’s in the bank account definition page

If you are experiencing difficulties in seeing all your required Legal Entities as a List of Values (LoV) within the bank account definition form in Oracle Cash Management, following these simple steps will rectify the issue and unlock the LoV. This process will also explain how to grant permissions to a specific role or responsibility based on bank account use and maintenance.

  1. Login to Oracle Applications as sysadmin
  2. Select the User Management Responsibility
  3. Select the navigation path of ‘Roles and Role Inheritance’
  4. Within the field ‘Type‘, select Roles and Responsibilities
  5. Following step 4, a new field appears called ’Category‘, select ‘Miscellaneous’ as the value
  6. Within the ‘Application‘ field, select ‘Cash Management‘. Note: Add the name of the role or responsibility if known
  7. Click Go
    User Mgt Search
  8. Search for the role or responsibility that you intend to use to create bank accounts. Note: The permissions you assign during the rest of this procedure will be aligned to the choice you make here.
  9. Click on the update icon against the desired role or responsibility
  10. A new window (update Role) will be displayed. Click the ‘Security Wizards‘ button
  11. Click Save and Proceed (if requested)
  12. Click the ‘Run Wizard‘ icon against ‘CE UMX Security‘ row
  13. Bank Account Security Management Window: In this window you can add all legal entities to which you wish to grant access and assign permissions based on the selected role or responsibility. Click the ‘Add Legal Entities‘ button and select any required legal entities that are not already listed.
  14. Choose each permission that you wish to assign to the Legal Entity for the role or responsibility relating to bank accounts and further use within the applications. Choices include Use, Maintenance and Bank account Transfers. Note: Each permission is explained at the foot of this procedure.
  15. Apply the changes and then verify in the Cash Management responsibility if you are now able to see the Legal Entities in bank account creation form.
    Bank Account: Grant Permissions

Bank Account Grants: Permissions
Use:
Allows the user to view the bank accounts for the selected legal entity in Cash Positioning, Cash Forecasting and Cash flows, as well as reconcile cash flows for the selected legal entity.
Bank Account Transfer: Allows the user to transfer funds from and to the bank accounts for the selected legal entity.
Maintenance: Allows the user to create and update bank accounts for the selected legal entity.

17 Feb, 2012 by

E-Business Suite

6 thoughts on: “R12 CE: Unable to view Legal Entities LoV’s in the bank account definition page”

  1. Anant Danve November 27, 2012 7:39 AM

    Thanks a lot, realy it helped

    • Ian Boyling December 7, 2012 10:24 AM

      Anant
      My pleasure, glad this was of assistance to you. This is one of those things that tend to catch people out as it is not well documented. I will be adding more blog articles over the coming weeks. I am about to publish another this week on Chart of Accounts best practcie and design principles. I am a deputy chair on the UKOUG Financials SIG. Do you attend the SIG’s? If there is anything of interest you would like to see on the agenda for future events or wish to discuss with me in person, please feel free to get in touch.
      Regards
      Ian

  2. Anand January 6, 2013 7:50 AM

    Hi,

    Its very informative, upon reaching till 9th step when I clicked update button it’s throwing an error “You have insufficient privileges for current operation, please contact system administrator”

  3. Sachin January 28, 2013 6:17 AM

    Hi Anand,
    I am also facing the same issue, after reaching step 9 when I clicked update it’s throwing an error “You have insufficient privileges for current operation, please contact system administrator”.
    Have you got the solution for this? If yes please share it with me.

    • Ian Boyling January 29, 2013 10:48 AM

      All
      Many thanks for the replies to this blog.
      In order to carry out this procedure you will indeed need sufficient access and privileges since this relates to assigning LE’s to bank account definitions. Please check your user account and the access that you have. Please also ask your system administrator to check the relevant profile options and the settings at the relevant levels.
      Regards
      Ian Boyling

  4. Kingsley September 23, 2013 3:35 PM

    Thanks a lot for the posting. helped a lot. I did not run into this problem. I myselft logged in as sysadmin and followed thru the steps. Not sure what wud be the answere for the issue. this is a very late reply. I recently visited this site. thank for your work Ian. please email me to my email address and I can further discuss with you anything within oracle world specially finanacial modules.

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