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Typical Invoice - Excel

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					                                                                                                                                                                                                                                             Last Updated September 2009

                                                                                                            Business Manager Roles Template -- All Staff

                                                                                                                                                                                                                                         Clerks
Technical Role Name (shown when viewing role       OnePurdue Role Request Form Role Names                                            Description                          Dean Dept Bldg Dept'l BM/Acct    All     Procure      Mo       Bi-    Acct Accts Travel Billing
             assignments in SAP)                                                                                                                                               Head Dpty staff   Asst                          Payroll Weekly Mgmt Pay
                                                                                                                                                                                                                                       Payroll
AA900_000_AA_REPORTING                            AA-Display and Report Master Data                  Role allows for display of asset master records and reports. May
                                                                                                     be helpful in researching equipment title and other information.                 Z            X                   X                                 X


AP800_000_AP_DISPLAY_ALL                          AP_Display_ALL                                     Allows viewing invoice transactions and the status of those
                                                                                                     transactions including whether the vendor payments have been                                  X                   X                                 X       X
                                                                                                     processed and cleared.

CA100_000_MASTER_DATA_MAINTAIN                    CA: PSCD Master Data Maintainer                    THIS IS A CENTRAL OFFICE ROLE GIVEN TO
                                                                                                                                                                                                CEC and
                                                                                                     LIMITED BUSINESS OFFICE STAFF. Allows use to
                                                                                                                                                                                                VET Only
                                                                                                     maintain master data information in PSCD
CA230_000_DEPT_AR_CLERK                           CA: Departmental AR Clerk                          Allows user to create billings via manual entry or mass upload
                                                                                                                                                                                                   Z                                                                               X
                                                                                                     process.
CA800_000_PSCD_DISPLAY                            CA: PSCD Reporting / Display Role                  Allows user access to PSCD reporting tools.                                                   Z                                                                               X
CA815_000_AR_DEPT_CLERK_DISP                      CA: Departmental AR Clerk - Display Only           Display role that accompanies CA230                                                           Z                                                                               X

CO115_000_CENC_INTRNL_ORDR_MDM                    CENC Internal Order Master Data Maintainer         ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                     APPROVAL. Allows user to create internal order master data.                                CEC Only
CO120_000_CECR_INTRNL_ORDR_MDM                    CECR Internal Order Master Data Maintainer         ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                     APPROVAL. Allows user to create internal order master data.                                CEC Only
CO125_000_OTHR_INTRNL_ORDR_MDM                    OTHR Internal Order Master Data Maintainer         ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                     APPROVAL. Allows user to create internal order master data.                                CEC Only
CO135_000_DEXP_INTRNL_ORDR_MDM                    Statistical Order (DEXP) Master Data Maintainer    Allows user to create statistical internal order master data
                                                                                                                                                                                                   Z
CO160_000_DEXP_INTRNL_ORDR_PLN                    Statistical Order (DEXP) Planning Maintainer       Allows holder to create and maintain CO Plans for statistical
                                                                                                                                                                                                   X       X
                                                                                                     internal orders for Departmental Use.
CO165_000_SIO_MAINTAINER                          CO SIO Maintainer                                  Allows holder to add and/or change statistical internal order's on
                                                                                                                                                                                                   X       X
                                                                                                     existing transactions in CO.
CO800_000_CO_DISPLAY                              CO Display Role                                    Allows viewing of CO module master data and line items.                                       X       X
CO900_000_CO_REPORTING                            CO Reporting                                       Allows viewing of actual results of cost center and internal order
                                                                                                                                                                                                   X       X
                                                                                                     transactions (revenues & expenditures).

EXTERNAL_BP                                       BW BPS General                                     Allows access to Planning and General Portal Layouts for annual
                                                                                                                                                                                                BM only
200_000_GENERAL_COMMON                                                                               budget process

EXTERNAL_BW_HR905_000                             Complete access for All PA Data

EXTERNAL_SM200_000_REQUISITIONER                  SRM Requisitioner*                                 Allows creation and editing of shopping carts in Purchasing
                                                                                                     (SRM) module.
                                                                                                                                                                                     Z*    Z*     X*                  Z*



        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                                                                                                                                        1 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                                                                                                                              C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                                                                                                                               Last Updated September 2009

                                                                                                           Business Manager Roles Template -- All Staff

                                                                                                                                                                                                                                           Clerks
Technical Role Name (shown when viewing role       OnePurdue Role Request Form Role Names                                          Description                              Dean Dept Bldg Dept'l BM/Acct    All     Procure      Mo       Bi-    Acct Accts Travel Billing
             assignments in SAP)                                                                                                                                                 Head Dpty staff   Asst                          Payroll Weekly Mgmt Pay
                                                                                                                                                                                                                                         Payroll
EXTERNAL_SM215_000_DESKTOP_RECEIVE SRM Desktop Receiver*                                             Allows holder to receive goods on orders that they have created.
R
                                                                                                                                                                                       Z*    Z*


EXTERNAL_SM220_000_Central_Receiver               SRM Central Receiver*                              Allows holder to receive goods on orders created by themselves or
                                                                                                                                                                                       Z*    Z*     Z*       Z*         Z*
                                                                                                     others.
EXTERNAL_SM235_000                                SRM Common Role                                    Assigned automatically with any other SRM role.                                    Z    Z       Z       Z           Z
EXTERNAL_SM240_000_FSCL_APPROVR_25                Fiscal Approver_$2,500 *                           Allows holder to approve orders up to $2500
                                                                                                                                                                                                    Z*       Z*
00
EXTERNAL_SM245_000_FSCL_APPROVR_50                Fiscal Approver_ $50,000*                          Allows holder to approve orders up to $50,000
                                                                                                                                                                                                    Z*
000
EXTERNAL_SM800_000_REPORTING                      SRM Reporting                                      Allows viewing of basic reports in SRM. Assigned automatically
                                                                                                                                                                                             Z       X                   X
                                                                                                     with any other SRM role.

FM100_000_MASTER_DATA_MAINT (WL)                  FM: Master Data Maintenance - West Lafayette)      ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                                                                     APPROVAL. Allows user to create internal order master data.                                  CEC Only
FM800_000_FM_DISPLAY                              FM Display user                                    Allows display of reports and transactions in Funds Management,
                                                                                                     including budget changes and other activity on budgeted funds and
                                                                                                                                                                                                     X       X
                                                                                                     fund centers.


GL210_000_JV_ENTRY_CLERK                          JV Entry Clerk                                     Allows creation, editing, and parking of journal entries for
                                                                                                                                                                                                     X       X
                                                                                                     intramural invoice vouchers and journal vouchers.
GL800_000_MASTR_DATA_DISPLAY                      General Ledger Account Display                     Allows viewing of FI module master data and line items, such as
                                                                                                     purchase orders and processed payment and other documents.                                      X       X

GL900_000_GL_REPORTING                            GL Reporting                                       Allows viewing of reports of transactions.                                                      X       X

GM800_000_DISPLAY                                 GM: Display                                        Allows viewing of master date, transactions and reports related to
                                                                                                                                                                                                     X       X
                                                                                                     grants management.

HR225_000_COST_DIST_ADMIN                         Cost Distribution Administrator                    Allows holder to create, change, display IT0027 (Screen that
                                                                                                     identifies account to be charged for the employee's salary and
                                                                                                                                                                                                     X                               X          X
                                                                                                     fringes).
                                                                                                     Allows IT0027 Monitoring and Reporting.
HR290_000_HR_REPORTING                            HR Departmental Processor                          This role facilitates the processing of "paperwork" for OM and PA
                                                                                                     transactions (positions, or employee hire, transfer, pay change, and
                                                                                                     termination) by allowing the holder display/inquiry access to OM                                X                               X          X
                                                                                                     and PA screens needed to complete forms required to initiate
                                                                                                     actions.

        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                                                                                                                                          2 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                                                                                                                                C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                                                                                                                            Last Updated September 2009

                                                                                                           Business Manager Roles Template -- All Staff

                                                                                                                                                                                                                                        Clerks
Technical Role Name (shown when viewing role       OnePurdue Role Request Form Role Names                                          Description                            Dean Dept Bldg Dept'l BM/Acct   All     Procure      Mo       Bi-    Acct Accts Travel Billing
             assignments in SAP)                                                                                                                                               Head Dpty staff   Asst                         Payroll Weekly Mgmt Pay
                                                                                                                                                                                                                                      Payroll
HR310_000_TIME_ADMINISTRATOR                      Time Administrator                                 Allows holder to enter employee's time, review employee's time,
                                                                                                     correct timesheets, perform WIPI time entry, approve time sheets,
                                                                                                     release time, run quota balances report, run time statement, run
                                                                                                                                                                                                   Z                              Z          Z
                                                                                                     time balances report, run quota overview, launch time queries, and
                                                                                                     review time evaluation messages.

HR315_000_TIME_COMMON                             Time Common                                        Assigned automatically with Time Admin                                                        Z                              Z          Z
HR380_000_HR_LIMITED_INQUIRY                      HR Limited Inquiry                                 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.
                                                                                                                                                                                           Z
                                                                                                     (Name, Address, Org Assignment)


PM200_000_DEPT_REQUESTOR                          PM Dept. Requestor                                 Allows creation and viewing of Physical Facilities work orders.
                                                                                                                                                                                      X    Z      X       Z
PM800_000_PM_DISPLAY                              PM Display Only                                    Allows viewing of work order status and reports.                                 X    Z      X       Z

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

TV210_000_FISCAL_APPRVR_2500                      Travel Fiscal Approver $2,500*                     Allows holder to approve travel up to $2500                                                  Z*      Z*
TV225_000_FISCAL_APPRVR_50000                     Travel Fiscal Approver $50,000*                    Allows holder to approve travel up to $50,000                                                Z*




        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                                                                                                                                       3 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                                                                                                                             C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                       Last Updated September 2009



             Business Manager Roles Template -- Dean, Department Head, Director
Technical Role Name (shown when viewing           OnePurdue Role Request Form Role Names                 Description
        role assignments in SAP)

HR285_000_MANAGER_SELF_SERVICE                 Automatically assigned to people identified as
                                               "Chief", usually deans, directors or department                               Chief Only
                                               heads




    X=Assign roles.
    Z=Possibly assign roles.
    *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver. of 11
                                                                                                                                4
     Fiscal Approver requires Comptroller Signature Delegation.         C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                             Last Updated September 2009

                                      Business Manager Roles Template -- Faculty
Technical Role Name (shown when viewing            OnePurdue Role                              Description                             Faculty
        role assignments in SAP)                  Request Form Role
                                                       Names

EXTERNAL_SM200_000_REQUISITIONER SRM Requisitioner                        Allows creation and editing of shopping carts in
                                                                          Purchasing (SRM) module.                                         Z

EXTERNAL_SM235_000                              SRM Common Role           Assigned automatically with any other SRM role.
                                                                                                                                           Z




      X=Assign roles.
      Z=Possibly assign roles.
      *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver. 5 of 11
       Fiscal Approver requires Comptroller Signature Delegation.             C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                             Last Updated September 2009

                                Business Manager Roles Template -- Building Deputy
 Technical Role Name (shown when viewing role             OnePurdue Role                             Description                        Bldg Dpty
              assignments in SAP)                        Request Form Role
                                                               Names
AA900_000_AA_REPORTING                                 AA-Display and Report       Role allows for display of asset master records
                                                       Master Data                 and reports. May be helpful in researching
                                                                                                                                             Z
                                                                                   equipment title and other information.


EXTERNAL_SM200_000_REQUISITIONER                       SRM Requisitioner           Allows creation and editing of shopping carts
                                                                                   in Purchasing (SRM) module.
                                                                                                                                             Z


EXTERNAL_SM215_000_DESKTOP_RECEIVER                    SRM Desktop Receiver        Allows holder to receive goods on orders that
                                                                                   they have created.
                                                                                                                                             Z


EXTERNAL_SM220_000_Central_Receiver                    SRM Central Receiver        Allows holder to receive goods on orders
                                                                                                                                             Z
                                                                                   created by themselves or others.
EXTERNAL_SM235_000                                     SRM Common Role             Assigned automatically with any other SRM
                                                                                                                                             Z
                                                                                   role.
EXTERNAL_SM800_000_REPORTING                           SRM Reporting               Allows viewing of basic reports in SRM.
                                                                                   Assigned automatically with any other SRM                 Z
                                                                                   role.

PM200_000_DEPT_REQUESTOR                               PM Dept. Requestor          Allows creation and viewing of Physical
                                                                                                                                             X
                                                                                   Facilities work orders.
PM800_000_PM_DISPLAY                                   PM Display Only             Allows viewing of work order status and
                                                                                                                                             X
                                                                                   reports.




       X=Assign roles.
       Z=Possibly assign roles.
       *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver. 6 of 11
        Fiscal Approver requires Comptroller Signature Delegation.             C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                  Last Updated September 2009

                    Business Manager Roles Template -- Non- Business Office Support Staff
 Technical Role Name (shown when viewing role            OnePurdue Role                               Description                          Dept'l staff
              assignments in SAP)                       Request Form Role
                                                             Names
EXTERNAL_SM200_000_REQUISITIONER                      SRM Requisitioner           Allows creation and editing of shopping carts in
                                                                                  Purchasing (SRM) module.
                                                                                                                                                 Z


EXTERNAL_SM215_000_DESKTOP_RECEIVER SRM Desktop Receiver                          Allows holder to receive goods on orders that
                                                                                  they have created.
                                                                                                                                                 Z


EXTERNAL_SM220_000_Central_Receiver                   SRM Central Receiver        Allows holder to receive goods on orders created
                                                                                                                                                 Z
                                                                                  by themselves or others.
EXTERNAL_SM235_000                                    SRM Common Role             Assigned automatically with any other SRM role.
                                                                                                                                                 Z
EXTERNAL_SM800_000_REPORTING                          SRM Reporting               Allows viewing of basic reports in SRM.
                                                                                  Assigned automatically with any other SRM role.                Z


FM800_000_FM_DISPLAY                                  FM Display user             Allows display of reports and transactions in
                                                                                  Funds Management, including budget changes
                                                                                                                                                 Z
                                                                                  and other activity on budgeted funds and fund
                                                                                  centers.

HR380_000_HR_LIMITED_INQUIRY                          HR Limited Inquiry          This role is for staff who may need to look up
                                                                                  basic employee data but do not need access to
                                                                                                                                                 Z
                                                                                  salary and other more sensitive data. (Name,
                                                                                  Address, Org Assignment)

PM200_000_DEPT_REQUESTOR                              PM Dept. Requestor          Allows creation and viewing of Physical
                                                                                                                                                 Z
                                                                                  Facilities work orders.
PM800_000_PM_DISPLAY                                  PM Display Only             Allows viewing of work order status and reports.
                                                                                                                                                X




        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.            7 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                 C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                      Last Updated September 2009


                                   Business Manager Roles Template -- Business/Account Assistant
Technical Role Name (shown when viewing  OnePurdue Role Request Form                                              Description                           Business/Acct Asst
        role assignments in SAP)                   Role Names
AA900_000_AA_REPORTING                  AA-Display and Report Master Data                 Role allows for display of asset master records and
                                                                                          reports. May be helpful in researching equipment title                 X
                                                                                          and other information.

AP800_000_AP_DISPLAY_ALL                        AP_Display_ALL                            Allows viewing invoice transactions and the status of
                                                                                          those transactions including whether the vendor
                                                                                                                                                                 X
                                                                                          payments have been processed and cleared.


CA100_000_MASTER_DATA_MAINTAIN                  CA: PSCD Master Data Maintainer           THIS IS A CENTRAL OFFICE ROLE GIVEN TO
                                                                                          LIMITED BUSINESS OFFICE STAFF. Allows use
                                                                                                                                                        CEC and VET Only
                                                                                          to maintain master data information in PSCD

CA230_000_DEPT_AR_CLERK                         CA: Departmental AR Clerk                 Allows user to create billings via manual entry or mass
                                                                                                                                                                  Z
                                                                                          upload process.
CA800_000_PSCD_DISPLAY                          CA: PSCD Reporting / Display Role         Allows user access to PSCD reporting tools.
                                                                                                                                                                  Z
CA815_000_AR_DEPT_CLERK_DISP                    CA: Departmental AR Clerk - Display Display role that accompanies CA230
                                                                                                                                                                  Z
                                                Only

CO115_000_CENC_INTRNL_ORDR_MDM                  CENC Internal Order Master Data           ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                Maintainer                                APPROVAL. Allows user to create internal order master data.        CEC Only

CO120_000_CECR_INTRNL_ORDR_MDM                  CECR Internal Order Master Data           ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                Maintainer                                APPROVAL. Allows user to create internal order master data.        CEC Only

CO125_000_OTHR_INTRNL_ORDR_MDM                  OTHR Internal Order Master Data           ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                                Maintainer                                APPROVAL. Allows user to create internal order master data.        CEC Only

CO135_000_DEXP_INTRNL_ORDR_MDM                  Statistical Order (DEXP) Master Data Allows user to create statistical internal order master data
                                                                                                                                                                  Z
                                                Maintainer
CO160_000_DEXP_INTRNL_ORDR_PLN                  Statistical Order (DEXP) Planning    Allows holder to create and maintain CO Plans for
                                                Maintainer                           statistical internal orders for Departmental Use.                           X

CO165_000_SIO_MAINTAINER                        CO SIO Maintainer                         Allows holder to add and/or change statistical internal
                                                                                                                                                                 X
                                                                                          order's on existing transactions in CO.
CO800_000_CO_DISPLAY                            CO Display Role                           Allows viewing of CO module master data and line
                                                                                                                                                                 X
                                                                                          items.
CO900_000_CO_REPORTING                          CO Reporting                              Allows viewing of actual results of cost center and
                                                                                          internal order transactions (revenues & expenditures).                 X


EXTERNAL_BW_HR905_000                           Complete access for All PA Data

EXTERNAL_SM200_000_REQUISITIONER SRM Requisitioner                                        Allows creation and editing of shopping carts in
                                                                                          Purchasing (SRM) module.
                                                                                                                                                                 X*


EXTERNAL_SM220_000_Central_Receiver             SRM Central Receiver                      Allows holder to receive goods on orders created by
                                                                                                                                                                 Z*
                                                                                          themselves or others.
EXTERNAL_SM235_000                              SRM Common Role                           Assigned automatically with any other SRM role.
                                                                                                                                                                  Z
EXTERNAL_SM240_000_FSCL_APPROVR Fiscal Approver_$2,500                                    Allows holder to approve orders up to $2500
                                                                                                                                                                 Z*
_2500
EXTERNAL_SM800_000_REPORTING    SRM Reporting                                             Allows viewing of basic reports in SRM. Assigned
                                                                                          automatically with any other SRM role.                                 X


FM100_000_MASTER_DATA_MAINT (WL) FM: Master Data Maintenance - West                       ONLY USED IN CERTAIN DEPARTMENTS AND BY SPECIAL
                                 Lafayette)                                               APPROVAL. Allows user to create internal order master data.        CEC Only



        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                              8 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                   C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                     Last Updated September 2009


                                   Business Manager Roles Template -- Business/Account Assistant
 Technical Role Name (shown when viewing   OnePurdue Role Request Form                                           Description                            Business/Acct Asst
         role assignments in SAP)                   Role Names
FM800_000_FM_DISPLAY                     FM Display user                                 Allows display of reports and transactions in Funds
                                                                                         Management, including budget changes and other
                                                                                                                                                                 X
                                                                                         activity on budgeted funds and fund centers.


GL210_000_JV_ENTRY_CLERK                        JV Entry Clerk                           Allows creation, editing, and parking of journal entries
                                                                                         for intramural invoice vouchers and journal vouchers.                   X

GL800_000_MASTR_DATA_DISPLAY                    General Ledger Account Display           Allows viewing of FI module master data and line items,
                                                                                         such as purchase orders and processed payment and                       X
                                                                                         other documents.
GL900_000_GL_REPORTING                          GL Reporting                             Allows viewing of reports of transactions.                              X

GM800_000_DISPLAY                               GM: Display                              Allows viewing of master date, transactions and reports
                                                                                                                                                                 X
                                                                                         related to grants management.

HR225_000_COST_DIST_ADMIN                       Cost Distribution Administrator          Allows holder to create, change, display IT0027 (Screen
                                                                                         that identifies account to be charged for the employee's
                                                                                                                                                                 X
                                                                                         salary and fringes).
                                                                                         Allows IT0027 Monitoring and Reporting.
HR290_000_HR_REPORTING                          HR Departmental Processor                This role facilitates the processing of "paperwork" for
                                                                                         OM and PA transactions (positions, or employee hire,
                                                                                         transfer, pay change, and termination) by allowing the
                                                                                         holder display/inquiry access to OM and PA screens                      X
                                                                                         needed to complete forms required to initiate actions.


HR310_000_TIME_ADMINISTRATOR                    Time Administrator                       Allows holder to enter employee's time, review
                                                                                         employee's time, correct timesheets, perform WIPI time
                                                                                         entry, approve time sheets, release time, run quota
                                                                                         balances report, run time statement, run time balances                   Z
                                                                                         report, run quota overview, launch time queries, and
                                                                                         review time evaluation messages.

HR315_000_TIME_COMMON                           Time Common                              Assigned automatically with Time Admin                                   Z

PM200_000_DEPT_REQUESTOR                        PM Dept. Requestor                       Allows creation and viewing of Physical Facilities work
                                                                                                                                                                  Z
                                                                                         orders.
PM800_000_PM_DISPLAY                            PM Display Only                          Allows viewing of work order status and reports.                        X

TV210_000_FISCAL_APPRVR_2500                    Travel Fiscal Approver $2,500            Allows holder to approve travel up to $2500                             Z*




        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                              9 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                   C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                                                                        Last Updated September 2009

                                                                    Business Manager Roles Template - All Account Clerks

                                                                                                                                                                                 Account Clerks
Technical Role Name (shown when viewing role       OnePurdue Role Request Form Role                               Description                         All     Procure      Mo       Bi-     Acct Accts Travel Billing
             assignments in SAP)                               Names                                                                                                      Payroll Weekly Mgmt Pay
                                                                                                                                                                                  Payroll
AA900_000_AA_REPORTING                           AA-Display and Report Master Data          Role allows for display of asset master records and
                                                                                            reports. May be helpful in researching equipment title                X                                X
                                                                                            and other information.

AP800_000_AP_DISPLAY_ALL                         AP_Display_ALL                             Allows viewing invoice transactions and the status of
                                                                                            those transactions incluing whether the vendor
                                                                                                                                                                  X                                X        X
                                                                                            payments have been processed and cleared.

CA230_000_DEPT_AR_CLERK                          CA: Departmental AR Clerk                  Allows user to create billings via manual entry or mass
                                                                                                                                                                                                                              X
                                                                                            upload process.
CA800_000_PSCD_DISPLAY                           CA: PSCD Reporting / Display Role          Allows user access to PSCD reporting tools.                                                                                       X
CA815_000_AR_DEPT_CLERK_DISP                     CA: Departmental AR Clerk - Display        Display role that accompanies CA230
                                                                                                                                                                                                                              X
                                                 Only

CO160_000_DEXP_INTRNL_ORDR_PLN                   Statistical Order (DEXP) Planning          Allows holder to create and maintain CO Plans for
                                                 Maintainer                                 statistical internal orders for Departmental Use.         X

CO165_000_SIO_MAINTAINER                         CO SIO Maintainer                          Allows holder to add and/or change statistical internal
                                                                                                                                                      X
                                                                                            order's on existing transactions in CO.
CO800_000_CO_DISPLAY                             CO Display Role                            Allows viewing of CO module master data and line
                                                                                                                                                      X
                                                                                            items.
CO900_000_CO_REPORTING                           CO Reporting                               Allows viewing of actual results of cost center and
                                                                                            internal order transactions (revenues & expenditures).    X


EXTERNAL_BW_HR905_000                            Complete access for All PA Data

EXTERNAL_SM200_000_REQUISITIONER                 SRM Requisitioner*                         Allows creation and editing of shopping carts in
                                                                                            Purchasing (SRM) module.
                                                                                                                                                                 Z*


EXTERNAL_SM220_000_Central_Receiver              SRM Central Receiver*                      Allows holder to receive goods on orders created by
                                                                                                                                                      Z*         Z*
                                                                                            themselves or others.
EXTERNAL_SM235_000                               SRM Common Role                            Assigned automatically with any other SRM role.
                                                                                                                                                      Z           Z
EXTERNAL_SM240_000_FSCL_APPROVR_25 Fiscal Approver_$2,500 *                                 Allows holder to approve orders up to $2500
                                                                                                                                                      Z*
00
EXTERNAL_SM800_000_REPORTING       SRM Reporting                                            Allows viewing of basic reports in SRM. Assigned
                                                                                            automatically with any other SRM role.                                X




        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                                                                                  10 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                                                                         C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls
                                                                                                                                                                                         Last Updated September 2009

                                                                    Business Manager Roles Template - All Account Clerks

                                                                                                                                                                                  Account Clerks
Technical Role Name (shown when viewing role       OnePurdue Role Request Form Role                               Description                          All     Procure      Mo       Bi-     Acct Accts Travel Billing
             assignments in SAP)                               Names                                                                                                       Payroll Weekly Mgmt Pay
                                                                                                                                                                                   Payroll
FM800_000_FM_DISPLAY                             FM Display user                            Allows display of reports and transactions in Funds
                                                                                            Management, including budget changes and other
                                                                                                                                                       X
                                                                                            activity on budgeted funds and fund centers.


GL210_000_JV_ENTRY_CLERK                         JV Entry Clerk                             Allows creation, editing, and parking of jounnal entries
                                                                                            for intramural invoice vouchers and journal vouchers.      X

GL800_000_MASTR_DATA_DISPLAY                     General Ledger Account Display             Allows viewing of FI module master data and line
                                                                                            items, such as purchase orders and processed payment       X
                                                                                            and other documents.
GL900_000_GL_REPORTING                           GL Reporting                               Allows viewing of reports of transactions.                 X

GM800_000_DISPLAY                                GM: Display                                Allows viewing of master date, transactions and reports
                                                                                                                                                       X
                                                                                            related to grants management.

HR225_000_COST_DIST_ADMIN                        Cost Distribution Administrator            Allows holder to create, change, display IT0027
                                                                                            (Screen that identifies account to be charged for the
                                                                                                                                                                              X           X
                                                                                            employee's salary and fringes).
                                                                                            Allows IT0027 Monitoring and Reporting.
HR290_000_HR_REPORTING                           HR Departmental Processor                  This role facilitates the processing of "paperwork" for
                                                                                            OM and PA transactions (positions, or employee hire,
                                                                                            transfer, pay change, and termination) by allowing the
                                                                                            holder display/inquiry access to OM and PA screens                                X           X
                                                                                            needed to complete forms required to initiate actions.


HR310_000_TIME_ADMINISTRATOR                     Time Administrator                         Allows holder to enter employee's time, review
                                                                                            employee's time, correct timesheets, perform WIPI
                                                                                            time entry, approve time sheets, release time, run quota
                                                                                            balances report, run time statement, run time balances                            Z           Z
                                                                                            report, run quota overview, launch time queries, and
                                                                                            review time evaluation messages.

HR315_000_TIME_COMMON                            Time Common                                Assigned automatically with Time Admin                                            Z           Z

PM200_000_DEPT_REQUESTOR                         PM Dept. Requestor                         Allows creation and viewing of Physical Facilities work
                                                                                                                                                       Z
                                                                                            orders.
PM800_000_PM_DISPLAY                             PM Display Only                            Allows viewing of work order status and reports.
                                                                                                                                                       Z


TV210_000_FISCAL_APPRVR_2500                     Travel Fiscal Approver $2,500*             Allows holder to approve travel up to $2500                Z*

        X=Assign roles.
        Z=Possibly assign roles.
        *Separation of duties requires exception approval for more than 2 of the following: Requisitioner, Approver or Receiver.                                                                                   11 of 11
         Fiscal Approver requires Comptroller Signature Delegation.                                                                                          C:\Docstoc\Working\pdf\2ad50df1-d531-4a49-9e54-8479a24cc25a.xls

				
DOCUMENT INFO
Description: Typical Invoice document sample