SOX Compliance – Booking Sales Orders

In the past, I’ve removed the ability to book a sales order from the basic order entry responsibility and then created a Supervisor responsibility for review/booking purposes.

My client has a business process where sales orders are peer-reviewed prior to booking. A user can book any sales order except for one that they have entered.

We set this up in Oracle with some forms personalizations as follows:

ocb2

ocb3

ocb4

The system recognizes the creator of a sales order and disables the “Book” button while they are in that order.

There is a “back door” that you have to watch out for; you can book a sales order from the Actions button on the Order Organizer:


ocb1

Oracle recommends disabling it as below:

ocb5

ocb6

 

 

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