Responsibilities of a Purchasing Manager - Excel by dol15999

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									Requestor and Request Information
Name:           Requestor
Dept/Div        Dept/Div
Telephone:      534-6000

I am requesting responsibilites to be added to an employee:             Yes
I am requesting responsibilites to be removed from and employee:        Yes
Name of employee having ERP responsibilities removed:         PrevEmployee

Due to Oracle Licensing and restriced access to data, it is important to only provide ERP responsibilities to
those that need them. Please make sure that when responsibilities are shifting that Oracle Access is
removed from approperate staff.

Employee Information receiveing New Responsibilities.
Name:           Employee                  Employee ID#:                                       99999
Telephone:      534-1234                  email Address:                    employee@polk-county.net
Job Title:      Title                     Start Date:                                      1/1/2005
                                                                                                                          7/18/2011
                             Oracle Access Authorization Request Form
                                                    (Projects, Budget, and Grants)

Requested By:         Requestor                                               Signature:
Remove these responsibilities from PrevEmployee

Employee Information
Name:                 Employee                                                Division:            Dept/Div
Telephone:            534-1234                                                email Address:       employee@polk-county.net
Job Title:            Title                                                   Start Date:                  1/1/2005
Employee ID#:         99999

                      Add /                                                                                           IT Use Only
Module                Remove Responsibility                                                        Approver           (Completed)


Projects                                                                                           Fran McAskill
                                   BoCC Projects Super User
                                   BoCC Projects
                                   BoCC Projects View

Budget                                                                                             Fran McAskill
                                   Bocc Budget Users

Grants                                                                                             Fran McAskill
                                   BoCC Grants Accounting Super User
                                   BoCC Grants Accounting


Request Checklist:

Important Note:       Before a new employee will be given access to Oracle, the employee must have
                      attended and successfully completed Oracle training.


  1. The employee has attended or has training scheduled.                                          No
  2. The appropriate responsibilities are identified for addition/removal.
  3. The division/department director and fiscal manager have signed below.
  4. Route this request to the Financial and Strategic Planning Department for Approvals.
     4b. Route this request to the Finance and Accounting Department for ERP Chairman signature.
     4c. Route this request to Information Technology ERP group for implementation.




Division or Department Director                                                                    Date:


Department Fiscal Manager                                                                          Date:


Finance and Accounting Director                                                                    Date:
                                                                                                      7/18/2011
                       Oracle Access Authorization Request Form
                                                (Finance)

Requested By:    Requestor                                    Signature:
Remove these responsibilities from PrevEmployee

Employee Information
Name:            Employee                                     Division:        Dept/Div
Telephone:       534-1234                                     email Address:   employee@polk-county.net
Job Title:       Title                                        Start Date:              1/1/2005
Employee ID#:    99999

                 Add /                                                                            IT Use Only
Module           Remove Responsibility                                         Approver           (Completed)


Inquiry Only                                                                   Stacy Butterfield
                            BoCC Asset Inquiry
                            BoCC GL Inquiry
                            BoCC Payables Inquiry
                            BoCC Receivables Inquiry

Cash Management                                                                Stacy Butterfield
                            BoCC Cash Management Super User
                            BoCC Cash Management Manager
                            BoCC Cash Management User

Fixed Assets                                                                   Stacy Butterfield
                            BoCC Fixed Asset Manager
                            BoCC Senior Accountant
                            BoCC Fixed Asset Specialist
                            BoCC Asset Inquiry

General Ledger                                                                 Stacy Butterfield
                            BoCC GL Super User w/Setup
                            BoCC GL Super User
                            BoCC GL Accountants
                            BoCC GL Users
                            BoCC GL Inquiry

Inventory                                                                      Stacy Butterfield
                            BoCC Inventory Super User EMS
                            BoCC Warehouse User EMS
                            BoCC Inventory- Finance Close

Payables                                                                       Stacy Butterfield
                            BoCC Payables Super User
                            BoCC Payables Manager
                            BoCC Payables Check Printing
                            BoCC Payables Supervisor
                            BoCC Payables Team Lead
                            BoCC Payables User
                            BoCC Payables Inquiry




                                                Page 3 of 8
                                                                                                                   7/18/2011
                             Oracle Access Authorization Request Form
                                                                 (Finance)


Requestor Requestor; Employee Employee : continued

                      Add /                                                                                    IT Use Only
Module                Remove Responsibility                                                    Approver        (Completed)


Receivables                                                                                    Stacy Butterfield
                                   BoCC Receivables Super User
                                   BoCC Receivables Transaction Mgr
                                   BoCC Receivables Receipts Manager
                                   BoCC Receivables Supervisor
                                   BoCC Receivables Team Lead
                                   BoCC Receivables Transactions User
                                   BoCC Receivables Receipts User
                                   BoCC Receivables Inquiry


Request Checklist:

Important Note:       Before a new employee will be given access to Oracle, the employee must have
                      attended and successfully completed Oracle training.


  1. The employee has attended or has training scheduled.                                      No
  2. The appropriate responsibilities are identified for addition/removal.
  3. The division/department director and fiscal manager have signed below.
  4. Route this request to the Finance and Accounting Department for ERP Chairman signature.
     4b. Route this request to Information Technology ERP group for implementation.




Division or Department Director                                                                Date:


Department Fiscal Manager                                                                      Date:


Finance and Accounting Director                                                                Date:




                                                                 Page 4 of 8
                                                                                                                           7/18/2011
                             Oracle Access Authorization Request Form
                                                     (Human Resorces and OTL)

Requested By:         Requestor                                               Signature:
Remove these responsibilities from PrevEmployee

Employee Information
Name:                 Employee                                                Division:             Dept/Div
Telephone:            534-1234                                                email Address:        employee@polk-county.net
Job Title:            Title                                                   Start Date:                   1/1/2005
Employee ID#:         99999

                      Add /                                                                                            IT Use Only
Module                Remove Responsibility                                                         Approver           (Completed)


HR                                                                                                  HR Director
                                   BoCC US Super HRMS Manager
                                   BoCC US HRMS User
                                   BoCC HR Inquiry

OTL                                                                                                 HR Director
                                   BoCC TimeKeeper
                                   BoCC Approver




Request Checklist:

Important Note:       Before a new employee will be given access to Oracle, the employee must have
                      attended and successfully completed Oracle training.


  1. The employee has attended or has training scheduled.                                           No
  2. The appropriate responsibilities are identified for addition/removal.
  3. The division/department director has signed below.
  4. Route this request to the Human Resources Director for Approvals.
      4b. Route this request to the Finance and Accounting Department for ERP Chairman signature.
      4c. Route this request to Information Technology ERP group for implementation.




Division or Department Director                                                                     Date:


Finance and Accounting Director                                                                     Date:
                                                                                                                          7/18/2011
                             Oracle Access Authorization Request Form
                                                                (Help Desk)

Requested By:         Requestor                                                 Signature:
Remove these responsibilities from PrevEmployee

Employee Information
Name:                 Employee                                                  Division:          Dept/Div
Telephone:            534-1234                                                  email Address:     employee@polk-county.net
Job Title:            Title                                                     Start Date:                1/1/2005
Employee ID#:         99999

                      Add /                                                                                           IT Use Only
Module                Remove Responsibility                                                        Approver           (Completed)


Admin                                                                                              IT Director
                                   Polk IT Help Desk




Request Checklist:

Important Note:       Before a new employee will be given access to Oracle, the employee must have
                      attended and successfully completed Oracle training.


  1. The employee has attended or has training scheduled.                                          No
  2. The appropriate responsibilities are identified for addition/removal.
  3. The division/department director has signed below.
  4. Route this request to the Information Technology Director for Approvals.
     4b. Route this request to the Finance and Accounting Department for ERP Chairman signature.
     4c. Route this request to Information Technology ERP group for implementation.




Division or Department Director                                                                    Date:


Finance and Accounting Director                                                                    Date:
                                                                                                                          7/18/2011
                             Oracle Access Authorization Request Form
                                                               (Purchasing)

Requested By:         Requestor                                               Signature:
Remove these responsibilities from PrevEmployee

Employee Information
Name:                 Employee                                                Division:            Dept/Div
Telephone:            534-1234                                                email Address:       employee@polk-county.net
Job Title:            Title                                                   Start Date:                  1/1/2005
Employee ID#:         99999

                      Add /                                                                                           IT Use Only
Module                Remove Responsibility                                                        Approver           (Completed)


Purchasing                                                                                         Purchasing Director
                                   BoCC Purchasing Super User
                                   BoCC Purchasing Buyer
                                   BoCC iProcurement Super User
                                   BoCC iProcurement User
                                   BoCC Approver
                                   BoCC iProcurement Inquiry




Request Checklist:

Important Note:       Before a new employee will be given access to Oracle, the employee must have
                      attended and successfully completed Oracle training.


  1. The employee has attended or has training scheduled.                                          No
  2. The appropriate responsibilities are identified for addition/removal.
  3. The division/department director and fiscal manager have signed below.
  4. Route this request to the Purchasing Director for Approvals.
     4b. Route this request to the Finance and Accounting Department for ERP Chairman signature.
     4c. Route this request to Information Technology ERP group for implementation.




Division or Department Director                                                                    Date:


Department Fiscal Manager                                                                          Date:


Finance and Accounting Director                                                                    Date:
Add
Remove


Yes
No

Budget       Fran McAskill
HR           Dee Deluca
Purchasing   Buddy Storey
Finance      Stacy Butterfield
IT           Edward J. Wolfe

								
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