How to add legal entity to bank account
Solution:
1. Using below navigation, please check if Workflow background engine is up and running:
System Administrator -> Oracle application Manager -> Workflow manager
2. Run CE UMX SECURITY WIZARD:
1). Login as System Administrator user and then switch responsibility to User Management.
2). Click in Roles & Role Inheritance link
3). Do the following search:
– Type: Role and Responsibilities
– Category: Miscellaneous
– Application: Cash Management
Choose the Cash Management responsibility where you want to create and maintain bank accounts.
4). Click in the Update icon
5). Click in Security Wizard button
6). Run the Wizard for CE UMX Security wizard.
7). Click in Add Legal entities and add the legal entity you will give to the
selected role access to the all bank accounts within this legal entity
and choose grants that you want to assign to this role on the bank accounts of this legal entity
( Use, Maintenance, Bank Account Transfers )
8). Click in the Apply button and then click in the save button.
9). Assign this role to your user (using the Users tab)
