Another Quick Reminder: Linking Discoverer Reports to standard Oracle Applications Menu

Here are the steps required to link a standard Discoverer workbook to an Oracle Applications menu:

Step	Description	Tool
1	Note the value of the workbook ‘Identifier’. Open the workbook, navigate to ‘File -> Manage Workbooks -> Properties.	Discoverer Plus
2	Create a new Form Function (Application -> Function). Required values: Function: XX???_??? User Function Name: Report Name Description: ??? Type: SSWA plsql function Parameters: Workbook=Step 1 Identifier HTML Call: OracleOasis.RunDiscoverer	System Administrator
3	Link the form function to the appropriate menu (Application -> Menu).	System Administrator
4	Share the business areas used by the workbook with the responsibilities associated with the modified menu	Discoverer Administrator
5	Share the workbook with the responsibilities associated with the modified menu	Discoverer Plus

Associated Profile Options:

Profile Name	Description	Value
ICX_DISCOVERER_USEVIEWER	Determines if Discoverer Viewer or Discoverer Plus is launched when a workbook is opened from a menu	Yes or No

References:

Metalink Note: 278095.1

Quick Reminders: Steps to set up General Ledger security for Discoverer

Here’s a quick reminder of the steps required to setup GL ledger and segment value security for the seeded Discoverer General Ledger Business Area:

1. Set the profile option ‘FII: GL BIS Discoverer access’ for all GL responsibilities that will run Discoverer workbooks.
2. Ensure that the profile option ‘GL Set of Books Name’ (‘GL Ledger Name in R12) has been set at responsibility level for all GL responsibilities that will run Discoverer workbooks.
3. Ensure that the ‘Security Enabled’ flag is set to Yes for all ‘enabled’ segments of the chart of accounts. (Setup, Flexfields, Key, Segments)
   
4. Define a flexfield value set security rule for each segment in the chart of accounts that INCLUDES all possible values in the Security Rule Elements i.e. Include 000000 ZZZZZZ (Setup, Flexfields, Validation, Security, Define)
   
5. Assign the value set security rules created in Step 4 to all of the GL responsibilities that will run Discoverer Workbooks (Setup, Flexfields, Validation, Security, Assign)