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OnePurdue Roles Template

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					                                                                                                                                                                                                                                                                                                                                                            Last Updated February 2009



                                                                                                                                                                                      OnePurdue Roles Template
                                                                                                                                                                                    For Business Management Areas Only
                                                                                                                                                                                              Roles Request Application
                                                                                                                                                                                               Updated 2/2012


                                                                                                                                                                                                                                                                                                                                  Clerks
 OnePurdue Role Request Form Role Names            Technical Role Name (shown when viewing role        Position or                                   Description                                                   Sample of T-Codes Available    Dean   Dept   Bldg   Dept'l   BM/Acct      All      Procure       Mo       Bi Payroll Acct            Accts      Travel      Billing
                                                                assignments in SAP)                     Person                                                                                                                                           Head   Dpty    staff    Asst                              Payroll               Mgmt           Pay
                                                                                                        Specific
Accounts Payable

AP Distributed DIR INV Clerk Entry                AP260_000_DISTRIB_DIR_INV_ENTRY                       Position     Allows entry of Direct Invoice vouchers                                 ZV60                                                                                  X                                                                      X
AP_Display_ALL                                    AP800_000_AP_DISPLAY_ALL                              Position     Allows viewing invoice transactions and the status of those             ZFIR_SRM_OPEN_PO_SUM - Open Purchase Order Summary
                                                                                                                     transactions including whether the vendor payments have been            MK03 - Display Vendor (Purchasing)
                                                                                                                     processed and cleared.                                                  FBL1N - Vendor Line Items                                                             X                     X                                                X
                                                                                                                                                                                             ME23N - Display Purchase Order


Asset Accounting
AA-Display and Report Master Data                 AA900_000_AA_REPORTING                                Position     Role allows for display of asset master records and reports. May        AB03 - Display Asset Document
                                                                                                                     be helpful in researching equipment title and other information.        AS03 - Display Asset Master Record                                  X                 X                     X                                     X


Public Sector Collections & Disbursements (AR)
CA: PSCD Master Data Maintainer               CA100_000_MASTER_DATA_MAINTAIN                            Position     THIS IS A CENTRAL OFFICE ROLE GIVEN TO                                  FPP2 - Change Bus Partner
                                                                                                                                                                                                                                                                                CEC and
                                                                                                                     LIMITED BUSINESS OFFICE STAFF. Allows use to                            PSOBWORK - Edit Contract Object
                                                                                                                                                                                                                                                                                VET Only
                                                                                                                     maintain master data information in PSCD
CA: Departmental AR Clerk                         CA230_000_DEPT_AR_CLERK                               Position     Allows user to create billings via manual entry or mass upload          FKKORD1 - Edit Request
                                                                                                                     process.                                                                Mass upload - PSCD Upload Template
CA: Departmental AR Clerk - Display Only          CA815_000_AR_DEPT_CLERK_DISP                          Position     Display role that accompanies CA230                                     Display role for FKKORD1
CA: PSCD Reporting / Display Role                 CA800_000_PSCD_DISPLAY                                Position     Allows user access to PSCD reporting tools.                             FPP3 - Display Contract Partner
                                                                                                                                                                                                                                                                                Z - For business managers and clerks who work with income producing accounts that do external
                                                                                                                                                                                             Z_PSCD_REPORTS - PSCD Reporting
                                                                                                                                                                                                                                                                                                                     billings to customers.
                                                                                                                                                                                             Z_BP_LOOKUP - Business Partner Lookup Tool
                                                                                                                                                                                             FP04HP
                                                                                                                                                                                             Z_main_Sub_Lookup tool
                                                                                                                                                                                             RFKK01 - Display Documents Generated from Requests

Controlling/Finance
CENC Internal Order Master Data Maintainer        CO115_000_CENC_INTRNL_ORDR_MDM                        Position     ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                                     APPROVAL. Allows user to create internal order master data.                                                                                                CEC Only
CECR Internal Order Master Data Maintainer        CO120_000_CECR_INTRNL_ORDR_MDM                        Position     ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                                     APPROVAL. Allows user to create internal order master data.                                                                                                CEC Only
OTHR Internal Order Master Data Maintainer        CO125_000_OTHR_INTRNL_ORDR_MDM                        Position     ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                                     APPROVAL. Allows user to create internal order master data.                                                                                                CEC Only
Statistical Order (DEXP) Master Data Maintainer CO135_000_DEXP_INTRNL_ORDR_MDM                          Position     Allows user to create statistical internal order master data
                                                                                                                                                                                                                                                                                   Z
Statistical Order (DEXP) Planning Maintainer      CO160_000_DEXP_INTRNL_ORDR_PLN                        Position     Allows holder to create and maintain CO Plans for statistical           KO12 - Change Order Plan (Overall, Year)
                                                                                                                                                                                                                                                                                   X          X
                                                                                                                     internal orders for Departmental Use.                                   KO13 - Display Order Plan (Overall, Year)
CO SIO Maintainer                                 CO165_000_SIO_MAINTAINER                              Position     Allows holder to add and/or change statistical internal order's on      KB61 - Enter Reposting of CO Line Items
                                                                                                                                                                                                                                                                                   X          X
                                                                                                                     existing transactions in CO.                                            KB63 - Display Reposting of CO Line Items
CO Display Role                                   CO800_000_CO_DISPLAY                                  Position     Allows viewing of CO module master data and line items.                 KO03 - Display Internal Order
                                                                                                                                                                                                                                                                                   X          X
                                                                                                                                                                                             KOH3 - Display Order Group
CO Reporting                                      CO900_000_CO_REPORTING                                Position     Allows viewing of actual results of cost center and internal order      KSB1 - Cost Centers: Actual Line Items
                                                                                                                                                                                                                                                                                   X          X
                                                                                                                     transactions (revenues & expenditures).                                 KOB1 - Orders: Actual Line Items

Funds Management
FM: Master Data Maintenance - West Lafayette)     FM100_000_MASTER_DATA_MAINT (WL)                      Position     ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                                     APPROVAL. Allows user to create internal order master data.                                                                                                CEC Only
FM: Budget Document Entry                         FM210_000_BDGT_DOCUMENT_ENTRY                         Position     Allows workbench entry of budget documents                      FMBB                                                                                          X
FM Display user                                   FM800_000_FM_DISPLAY                                  Position     Allows display of reports and transactions in Funds Management, FM AIMS Access
                                                                                                                     including budget changes and other activity on budgeted funds   Tcodes for Enhanced SMUR and RIO Reports
                                                                                                                     and fund centers.                                               ZFI_UNSPENT_FUNDS - Unspent Funds Report
                                                                                                                                                                                     ZFI_UNSPENT_FELLOWS - Unspent Funds Report
                                                                                                                                                                                                                                                   Z      Z              Z         X          X
                                                                                                                                                                                     FM5S - FIFM: Display Fund
                                                                                                                                                                                     FMEDD - Display Entry Document
                                                                                                                                                                                     FMRP_RW_BUDGET - Budget Report
                                                                                                                                                                                     FMEDDW - Drilldown for Budget Entry Documents

Financial Accounting
               X=Assign to these positions.
               Z=Possibly assign to these positions. May require some discussion.
               *Role can be viewed with tcode PP01_DISP as "external" role; must have approved Signature Delegation to activate for individual.                                                                                                                                                                                                                                        1 of 3
                                                                                                                                                                                                                                                                                                                             D:\Docstoc\Working\pdf\9e288215-2a72-4c0a-a5a7-0ff67b58a93e.xlsx
                                                                                                                                                                                                                                                                                                                                                           Last Updated February 2009



                                                                                                                                                                             OnePurdue Roles Template
                                                                                                                                                                         For Business Management Areas Only
                                                                                                                                                                                        Roles Request Application
                                                                                                                                                                                         Updated 2/2012


                                                                                                                                                                                                                                                                                                                                  Clerks
 OnePurdue Role Request Form Role Names            Technical Role Name (shown when viewing role        Position or                             Description                                                   Sample of T-Codes Available      Dean   Dept   Bldg   Dept'l     BM/Acct       All     Procure       Mo         Bi Payroll Acct           Accts      Travel      Billing
                                                                assignments in SAP)                     Person                                                                                                                                       Head   Dpty    staff      Asst                              Payroll                 Mgmt          Pay
                                                                                                        Specific
JV Entry Clerk                                    GL210_000_JV_ENTRY_CLERK                              Position   Allows creation, editing, and parking of journal entries for         FV50 - Park G/L Account Items
                                                                                                                                                                                                                                                                                 X           X
                                                                                                                   intramural invoice vouchers and journal vouchers.
General Ledger Account Display                    GL800_000_MASTR_DATA_DISPLAY                          Position   Allows viewing of FI module master data and line items, such as      ME23N - Display Purchase Order
                                                                                                                   purchase orders and processed payment and other documents.           FBV3 - Display Parked Document                                                           X           X
                                                                                                                                                                                        FB03 - Display Document
GL Reporting                                      GL900_000_GL_REPORTING                                Position    Allows viewing of reports of transactions.                          FB02 - Change Document
                                                                                                                                                                                        FB03 - Display Document                                                                  X           X
                                                                                                                                                                                        GR55 - Execute Report Group

Grants Management
GM: Display                                       GM800_000_DISPLAY                                     Position    Allows viewing of master date, transactions and reports related to GM AIMS Access
                                                                                                                    grants management.                                                 Tcodes for enhanced FSSR Reports
                                                                                                                                                                                       FMRP_RW_BUDGET - Budget Report
                                                                                                                                                                                                                                                                                 X                                       X - Clerks working with SPS funds.
                                                                                                                                                                                       KO03 - Display Internal Order
                                                                                                                                                                                       GMGRANTD - Grants Master - Display Only
                                                                                                                                                                                       GMBDGTOVIEW - GM Budget Overview

Plant Maintenance
PM Dept. Requestor                                PM200_000_DEPT_REQUESTOR                              Position    Allows creation and viewing of Physical Facilities work orders.     IW31 - Create Order
                                                                                                                                                                                                                                                             X       Z           X                       Z - Clerks that request services from Physical Facilities
PM Display Only                                   PM800_000_PM_DISPLAY                                  Position    Allows viewing of work order status and reports.                    Z_PM_WO_COST - Work Order Cost Details                               X       Z           X
PM Reporting                                      PM900_000_PM_Reporting                                Position    Allows running of reports for Physical Facilities work orders.
                                                                                                                                                                                                                                                             X       Z           X                       Z - Clerks that request services from Physical Facilities
                                                                                                                                                                                        ZFI_SETTLEMENT_RPT

Project Systems
PS-Reporting                                      PS900_000_PS_REPORTING                                Position    Allows viewing master data and associated financial transaction
                                                                                                                                                                                                                                                                              BM only
                                                                                                                    related to construction projects.

SRM                                                                                                                                                                                                                                                                          Remember Segregation of Duties while assigning these roles.
SRM Requisitioner                                 SM200_000_REQUISITIONER                                Person*    Allows creation and editing of shopping carts in Purchasing         N/A
                                                                                                                                                                                                                                               X      X      X       X           X                      X
                                                                                                                    (SRM) module.
SRM Desktop Receiver                              SM215_000_DESKTOP_RECEIVER                             Person*    Allows holder to receive goods on orders that they have created.    N/A
                                                                                                                                                                                                                                                             X       X
SRM Central Receiver                              SM220_000_Central_Receiver                             Person*    Allows holder to receive goods on orders created by themselves      N/A
                                                                                                                                                                                                                                                             Z       Z            Z          Z
                                                                                                                    or others.
Common Role for All SRM Users                     SM235_000_Common                                       Person*                                                                        N/A                                                                                      X          X
Fiscal Approver_$2,500                            SM240_000_FSCL_APPROVR_2500                            Person*    Allows holder to approve orders up to $2500                         N/A                                                                                      Z*         Z*
Fiscal Approver_ $50,000                          SM245_000_FSCL_APPROVR_50000                           Person*    Allows holder to approve orders up to $50,000                       N/A                                                                                      Z*
SRM Reporting                                     SM800_000_REPORTING                                    Person*    Allows viewing of basic reports in SRM.                             N/A                                                                          Z           X                      X

Travel Management                                                                                                                                                                                                                                                        Note: All employees will automatically be assigned the Traveler role
Travel Fiscal Approver $2,500                     TV210_000_FISCAL_APPRVR_2500                           Person*    Allows holder to approve travel up to $2500                         N/A                                                                                     Z*         Z*
Travel Fiscal Approver $50,000                    TV225_000_FISCAL_APPRVR_50000                          Person*    Allows holder to approve travel up to $50,000                       N/A                                                                                     Z*

Time Administrator
Time Administrator                                HR310_000_TIME_ADMINISTRATOR                          Position    Allows holder to enter employee's time, review employee's time,     CAT2 - Time Sheet: Maintain Times
                                                                                                                    correct timesheets, perform WIPI time entry, approve time sheets,   PA20 - Display HR Master Data
                                                                                                                    release time, run quota balances report, run time statement, run    PA30 - Maintain HR Master Data
                                                                                                                    time balances report, run quota overview, launch time queries,      PT_ERLOO - Time Evaluation Messages: Analysis
                                                                                                                    and review time evaluation messages.                                PT_QTA10 - Absence Quota Information
                                                                                                                                                                                                                                                                                  Z                                  Z            Z
                                                                                                                                                                                        S_AHR_61016369 - Employee List
                                                                                                                                                                                        ZHR_MISSING_TIME - HR Missing Time Report w/variant
                                                                                                                                                                                        ZHR_NEW_HIRE_REP - New Hire Report
                                                                                                                                                                                        ZHRTM_DISPLAY - Display Working Times


HR




               X=Assign to these positions.
               Z=Possibly assign to these positions. May require some discussion.
               *Role can be viewed with tcode PP01_DISP as "external" role; must have approved Signature Delegation to activate for individual.                                                                                                                                                                                                                                       2 of 3
                                                                                                                                                                                                                                                                                                                            D:\Docstoc\Working\pdf\9e288215-2a72-4c0a-a5a7-0ff67b58a93e.xlsx
                                                                                                                                                                                                                                                                                                                                                          Last Updated February 2009



                                                                                                                                                                            OnePurdue Roles Template
                                                                                                                                                                        For Business Management Areas Only
                                                                                                                                                                                        Roles Request Application
                                                                                                                                                                                         Updated 2/2012


                                                                                                                                                                                                                                                                                                                                Clerks
 OnePurdue Role Request Form Role Names           Technical Role Name (shown when viewing role        Position or                            Description                                                     Sample of T-Codes Available        Dean   Dept   Bldg   Dept'l    BM/Acct      All      Procure      Mo       Bi Payroll Acct            Accts      Travel      Billing
                                                               assignments in SAP)                     Person                                                                                                                                          Head   Dpty    staff     Asst                             Payroll               Mgmt           Pay
                                                                                                       Specific
HR: Attribute Requester                          HR207_000_ATTRIBUTE_REQUESTER                         Position   Allows holder to assign Departmental Approver, Fiscal Approver
                                                                                                                  or SPS Pre-Auditor attributes in the system through MSS.



                                                                                                                                                                                                                                                                              Assign with
                                                                                                                                                                                                                                                                                caution




Cost Distribution Administrator                  HR225_000_COST_DIST_ADMIN                             Position    Allows holder to create, change, display IT0027 (Screen that         PA10 - Personnel File
                                                                                                                   identifies account to be charged for the employee's salary and       PA20 - Display HR Master Data
                                                                                                                   fringes).                                                            PA30 - Maintain HR Master Data
                                                                                                                   Allows IT0027 Monitoring and Reporting.                              Z_PY_REMUN_STMT_SAR - PY Remun Stmt for PY
                                                                                                                                                                                        SimAnlysis
                                                                                                                                                                                        ZHR_ADDL_PMTS - Additional Payments List Query                                            X                                 X            X
                                                                                                                                                                                        ZHR_BASIC_EE_LIST - Basic Employee List Query
                                                                                                                                                                                        ZHR_COST_DISTRIB - Cost Distribution Analysis IT0027
                                                                                                                                                                                        ZHR_INTERDEPTFTE - Interdepartment FTE Report
                                                                                                                                                                                        ZHR_PAY_POSTING - Payroll Posting


Manager Self Service                             HR285_000_Manager_Self_Service                        Position    Gives access to Manager Self Services to approve leave request
                                                                                                                   for exempt staff, assign a supervisor, and assign a chief.
                                                                                                                                                                                        zhr_org_attribute-Org Structure Attribute                                                 X
                                                                                                                                                                                        zhr_org_attr_audit -Audit of Org Structure Attributes
HR Departmental Processor                        HR290_000_HR_REPORTING                                Position    This role facilitates the processing of "paperwork" for OM and PA    PA10 - Personnel File
                                                                                                                   transactions (positions, or employee hire, transfer, pay change,     PA20 - Display HR Master Data
                                                                                                                   and termination) by allowing the holder display/inquiry access to    PT50 - Quota Overview
                                                                                                                   OM and PA screens needed to complete forms required to initiate      Z_PY_REMUN_STMT_SAR - PY Remun Stmt for PY
                                                                                                                   actions.                                                             SimAnlysis                                                                                X                                 X            X
                                                                                                                                                                                        ZHR_ADDL_PMTS - Additional Payments List Query
                                                                                                                                                                                        ZHR_BASIC_EE_LIST - Basic
                                                                                                                                                                                        ZHR_INTERDEPTFTE - Interdepartment FTE Report
                                                                                                                                                                                        ZHR_PAY_POSTING - Payroll Posting
HR Limited Inquiry                               HR380_000_HR_LIMITED_INQUIRY                          Position    This role is for staff who may need to look up basic employee data
                                                                                                                   but do not need access to salary and other more sensitive data.
                                                                                                                                                                                                                                                                     PEDB front page only. Normally used by Police Department and Bursar's Office.
                                                                                                                   (Name, Address, Org Assignment)


BPS (Budget System)
BW BPS General                                   BP 200_000_GENERAL_COMMON                              Person     Allows access to Planning and General Portal Layouts for annual      N/A
                                                                                                                   budget process




              X=Assign to these positions.
              Z=Possibly assign to these positions. May require some discussion.
              *Role can be viewed with tcode PP01_DISP as "external" role; must have approved Signature Delegation to activate for individual.                                                                                                                                                                                                                                       3 of 3
                                                                                                                                                                                                                                                                                                                           D:\Docstoc\Working\pdf\9e288215-2a72-4c0a-a5a7-0ff67b58a93e.xlsx

				
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