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General Handout - Purdue University

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									    FI Roles Descriptions                                                                                                                   As of January 2011
             AA = Asset Accounting                                    IM = Inventory Management
             AP = Accounts Payable                                    PM = Plant Maintenance
             BW/BPS = BW in Budget & Fiscal Planning                  PS = Project Systems (Construction)
             BW/FI = Business Warehouse Financial Reporting           PSCD = Public Sector Collections and Disbursement (Accounts Receivable)
             EF = Effort Reporting                                    SRM = Supplier Relationship Management (Procurement)
             FI/CO = Finance and Controlling (General Ledger)         TR = Treasury and Banking
             FM = Funds Management (Budget)
             GM = Grants Management                                   TV = Travel - Travel Roles are currently being Reviewed

   Area       Campus                SAP Role                          Description                                                                                   Module
Comptroller     WL   AA200_000_PROPERTY_ACCOUNTING                    Role holder is responsible for the over-all functions within the Fixed Assets Management      AA
                                                                      department, including creating & changing asset master data, posting asset transactions
                                                                      (acquisitions, transfers, retirements), and running various Asset Management reports. In
                                                                      addition, this role is responsible for posting depreciation at month and year end closing
                                                                      functions.
Comptroller     WL      AA205_000_INVENTORY_INTERFACE                 Role provides users with access to the Inventory upload program, download program, and        AA
                                                                      inventory report program.
Physical        WL      AA210_000_WAREHOUSE_SUPERVISOR                Role assigned to Surplus and Salvage Operation only. User performs asset postings.            AA
Facilities                                                            Must be segregated from AA-Property Accounting role.
Comptroller     WL      AA215_000_CRE8_WRKLST_MASS_UPD                Role holders can create and review worklists created for mass processing updates in           AA
                                                                      asset accounting.
Comptroller     WL      AA220_000_PROC_WRKLST_MASS_UPD                Review and process worklists created for processing mass updates in asset accounting.         AA

Business        ALL     AA900_000_AA_REPORTING                        Role allows for display of asset master records and reports.                                  AA
Office
Comptroller     WL      AP200_000_AP_CLERK_CENTRAL                    This role has the responsibility to clear vendor accounts and to maintain any dunning         AP
                                                                      correspondence to vendors. Role also inherits AP_Display_All, AP_Check_Display, and
                                                                      Vendor_Master_Display roles.
Comptroller     WL      AP205_000_AP_LIV_INV_ENTRY                    Role holder is responsible for entering, updating, and cancelling information from invoices AP
                                                                      that are related to Purchase Orders. This includes processing credit memos, subsequent
                                                                      credits and subsequent debits related to purchase orders. Role also inherits
                                                                      AP_Clerk_Central role; AP Logistics Invoice Verification (LIV); Invoice (INV)

Comptroller     WL      AP210_000_AP_DIR_INV_ENTRY                    Role holder is responsible for entering, updating, and cancelling information from invoices   AP
                                                                      that are NOT related to Purchase Orders. User is also responsible for creating and
                                                                      processing credit memos. Role inherits AP_Clerk_Central role.
Comptroller     ALL     AP215_000_AP_DOWNPAYMENT_REQST                This role requests a down payment to be processed for payment. This role inherits             AP
                                                                      Vendor_Master_Display and AP_Check_Display roles.
Comptroller     WL      AP220_000_AP_DOWNPAYMENT_PROCR                This role is responsible for posting and clearing down payments. This role inherits           AP
                                                                      Vendor_Master_Display and AP_Check_Display roles.
Comptroller     WL      AP225_000_AP_RECURRING_PYMTS                  This role is responsible for creating and executing any recurring payables.                   AP




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   FI Roles Descriptions                                                                                                                            As of January 2011
   Area      Campus                     SAP Role                      Description                                                                                   Module
Comptroller    WL        AP230_000_AP_MGR                             The AP_MGR role is responsible for the overall functions within the Accounts Payable          AP
                                                                      department. This includes releasing invoices, managing, proposing, and running the
                                                                      payment program, and blocking and unblocking payments. If there is a need for a RUSH
                                                                      check, the role would have access to post and print. This role is also responsible for any
                                                                      adjustments to the invoices after they have been posted, including changing and
                                                                      reversing those postings. In addition, this role is responsible for troubleshooting any
                                                                      electronic invoice load issues. This role inherits AP_Display_ALL,
                                                                      Vendor_Master_Display, and AP_Check_Display roles.
Comptroller     WL     AP235_000_VENDOR_MAST_CENTRAL                  This role is to create, change and maintain vendor master records for both AP and             AP
                                                                      Purchasing. This includes bank information, Federal ID, tax withholding information, and
                                                                      maintaining business partners. This role inherits the VENDOR_MASTER_DISPLAY role.

Comptroller     WL     AP240_000_AP_CHECK_MAINT_IT                    Role holder is responsible for the overall check processing, printing, and maintenance.       AP
                                                                      This includes voiding, renumbering, and reprinting checks. This role includes nightly IT
                                                                      processing. This role inherits AP_Check_Display.
Comptroller     WL     AP245_000_AP_CHECK_MAINTENANCE                 Role holder is responsible for the overall check processing, printing, and maintenance.       AP
                                                                      This includes voiding, renumbering, and reprinting checks. This role includes manual
                                                                      checks. This role inherits AP_Check_Display.
Comptroller     WL     AP250_000_TAX_CORRECTOR                        This role would allow the tax department to correct tax codes on invoices and to fix          AP
                                                                      incorrect clearings so that the tax reporting is correct.
Comptroller     WL     AP255_000_UNPARK_INV_CM                        Responsible for editing, deleting, or posting Accounts Payable Parked Invoices and            AP
                                                                      Parked Credit Memos
Business        All    AP260_000 AP_Distributed_DIR_INV_Clerk_Entry   Responsible for editing, deleting, or posting Accounts Payable Parked Invoices and            AP
Office                                                                Parked Credit Memos
Business       ALL     AP800_000_AP_DISPLAY_ALL                       The AP_Display_ALL role is responsible for viewing invoice transactions and the status of     AP
Office                                                                those transactions. This includes whether the vendor payments have been processed
                                                                      and cleared. Assigned with each AP role.
Comptroller    ALL     AP805_000_VENDOR_MAST_DISPLAY                  Role holder can view vendor master data for troubleshooting purposes (i.e. viewing            AP
                                                                      dunning information, posting block, etc). This role would be for both AP, Tax, and
                                                                      Purchasing areas. This role inherits AP_Display_ALL role.
Comptroller    ALL     AP810_000_AP_CHECK_DISPLAY                     Role holder is responsible for viewing check status to answer questions from vendors.         AP
                                                                      This role also provides access to a variety of reports related to the check register,
                                                                      outstanding checks, and positive pay file.
Comptroller     WL     AP820_000_IDOC_MONITORING                      Used to monitor errors that do not load to SAP from Banner                                    AP
Comptroller     WL     AP900_000_AP_TREASURY_REPORT                   Role holder is responsible for managing the check lot numbers assigned to AP and for          AP
                                                                      loading the cashed checks file into OnePurdue. This role inherits AP_CHECK_Display
                                                                      role.
Comptroller     WL     AP905_000_AP_TAX_ADMIN_REPORT                  This role has the responsibility for 1099 and 1042S processing and reporting, and will        AP
                                                                      require querying on the vendor master by federal ID. This role inherits the
                                                                      Vendor_Master_Display role.
Comptroller     WL     BK100_000_MAINT_DAILY_CASH                     The Banking Maintenance Daily Cash role contains functionality to maintain the FundAct        TR
                                                                      exception table and to define rules for rolling up funds. FundAct is a third party software
                                                                      that provides interest earned on daily cash balances to various funds. In summary, this
                                                                      role helps maintain the logic of the SAP interface output file for the CMIP (Cash
                                                                      Management Investment Pool) Earnings.



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   FI Roles Descriptions                                                                                                                           As of January 2011
   Area      Campus                      SAP Role                     Description                                                                                  Module
Comptroller    WL        BK200_000_BANKING_TRANS_PROC                 The Banking Processes Role contains Banking related transaction codes required for the TR
                                                                      processing and reporting of cash related transactions. Process and Reporting
                                                                      Transaction Codes from various modules will need to be added to allow them to track and
                                                                      report on cash movement in the organization. This role will be assigned to the members
                                                                      of the treasury and bank reconciliation area that have duties related to processing cash
                                                                      transactions and reconciling bank accounts, in addition to the BK_DISPLAY Role.

Comptroller     WL     BK205_000_BANKNG_LOCKBX_PROC                   The Banking Lockbox Role contains the transaction codes required for processing the            TR
                                                                      incoming payments through lockbox functionality. This role will be assigned to all users
                                                                      that need to process lockbox payments.
Sponsored      ALL     BK215_000_CASH_JOURNAL_OPER                    Role allows user to create and save a cash journal.                                            TR
Programs
Comptroller    ALL     BK220_000_CASH_JOURNAL_PROC                    Role allows user to post a cash journal                                                        TR
Comptroller    WL      BK225_000PROC_DAILY_CASH                       The Banking Processor of Daily Cash role contains functionality to extract the Fund-           TR
                                                                      Based transaction records which is then uploaded into FundAct. FundAct is a third party
                                                                      software that provides interest earned on daily cash balances to various funds.
Comptroller    WL      BK230_000_POST_PYRL_CHCK_CLRNG                 Update and repost payroll checks individually to allow for EBS clearing                        TR
Comptroller    ALL     BK800_000_BANKING_DISPLAY                      The Banking Display Role contains Banking related transaction codes required to display        TR
                                                                      or process reports related to banking and monthly bank account reconciliations. Display
                                                                      and Reporting Transaction Codes are included that allow them to research transactions
                                                                      related to cash balances. This role will be assigned to all members of the treasury and
                                                                      bank reconciliation areas.
Budget          WL     BP200_000_GENERAL_COMMON                       This role will perform all general tasks relating to building the expediture budget for area   BW/BPS
Office                                                                of responsibility. General tasks include salary planning, salary distribution and FM budget
                                                                      planning.
Budget          WL     BP205_000_CENTRAL_COMMON                       This role will perform all general tasks relating to building the expediture budget for area   BW/BPS
Office                                                                of responsibility. General tasks include salary planning, salary distribution and FM budget
                                                                      planning. This role also allows a user access to the central FM budget planning layout to
                                                                      budget items such as interest, debt, or asset expense.
Budget          WL     BP210_000_PRD_ADMIN                            This role will perform administrative changes to the BW-BPS system. This role can only         BW/BPS
Office                                                                display items in the central planning area of the BW-BPS application. It can make
                                                                      changes to the standard areas of BW-BPS such as data slicing data elements of the BW-
                                                                      BOS application. This role should only be assigned to the Office of Budge and Fiscal
                                                                      Planning staff.
Budget          wL     BP215_000_PRD_ADMIN_RESTRICTED                 This role will perform administrative changes to the BW-BPS system. This role can make BW/BPS
Office                                                                changes to both the central and standard planning areas of the BW-BPS application. This
                                                                      role allows the user to load data into the BW-BPS application and data slicing data
                                                                      elements of the BW-BPS application. This role should only be assigned to the Office of
                                                                      Budge and Fiscal Planning staff.
Comptroller     WL     CA100_000_MASTER_DATA_MAINTAIN                 Role allows user to add new and change current Business Partners, Contract Account      PSCD
                                                                      and Contract Objects. Assign the reporting/display role with this one.
Comptroller,    WL     CA200_000_INCOMING_PYMT_PROCR                  Pole holder will be able to take payments from customers locally (note potential for    PSCD
Business                                                              segregation of duties with the PSCD-10 role). The PSCD Reporting/Display role should
Office                                                                also be assigned with this role. Combined FI-12 and FI-13 roles. This role requires a
                                                                      reconciliation key.



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   FI Roles Descriptions                                                                                                                            As of January 2011
   Area      Campus                     SAP Role                      Description                                                                                   Module
Comptroller    WL        CA205_000_OUTGOING_PYMT_PROCR                This role allows the user to create and update student/non-student account balance, and PSCD
                                                                      process outgoing payments on Business Partners. The PSCD Reporting/Display Role
                                                                      should also be assigned with this role. Combined FI-14 and FI-15 roles. This role
                                                                      requires a reconciliation key.
Comptroller     WL     CA210_000_CASHIERING_MANAGER                   Role holder will close out teller drawers and perform day end procedures. User should         PSCD
                                                                      also have role of Teller/Cashier. The reporting/display, Incoming Payments Processor
                                                                      Display, and Outgoing Payments Processor Display roles should also be assigned with
                                                                      this role. This role requires a reconciliation key.
Comptroller     WL     CA215_000_AR_CLERK                             This role allows the user to check the current status of customers' open items, enter         PSCD
                                                                      charges, print and mail billing/invoice documents, reconcile the lockbox file to PSCD,
                                                                      apply manual payments, cancel items, and credit balance refunds. Assign the PSCD
                                                                      Reporting/Display and Departmental AR Clerk roles with this one. This role requires a
                                                                      reconciliation key.
Comptroller     WL     CA220_000_COLLECTIONS_CLERK                    Role allows user to print and mail dunning letters, create, update, and inquire on all        PSCD
                                                                      Business Partner information, and export past due customer data to third party collection
                                                                      agencies. Assign the PSCD Reporting/Display role with this one. This role requires a
                                                                      reconciliation key.
Comptroller     WL     CA225_000_AR_OPERATIONS_MGR                    Role holder will supervise AR area, make executive decisions, handle system closing and PSCD
                                                                      reconciliations, and have unlimited access to PSCD transactions. This role requires that
                                                                      all other PSCD roles be assigned, except for the cashiering role.
                                                                      Please note, there will be an SOD conflict with these assignments for this user. This role
                                                                      requires a reconciliation key.
Business        WL     CA230_000_DEPT_AR_CLERK                        Role holder will be able to bill customers either directly through the system or by upload.   PSCD
office                                                                Assign the PSCD Reporting/Display Role with this one. This role requires a reconciliation
                                                                      key.
Business        WL     CA800_000_PSCD_DISPLAY                         Role should be assigned to those who need to lookup AR information but have no other          PSCD
Office                                                                PSCD roles.
Comptroller,    WL     CA805_000_INCMNG_PYMT_PROC_DIS                 This role allows the user to view information regarding payments, but not do anything         PSCD
Business                                                              related to them.
Office
Comptroller     WL     CA810_000_OUTGNG_PYMT_PROC_DIS                 Role allows user to view student/non-student account balances and process outgoing          PSCD
                                                                      payments on Business Partners'.
Business        WL     CA815_000_ AR_DEPT_CLERK_DISP                  Role allows user to: Display Business Partners, Contract Account and Contract Objects,      PSCD
Office                                                                student/non-student account balances, and charges on Business Partner's accounts.

Comptroller     WL     CA820_000_CASHIERNG_MGR_DISP                   Role holder will close out teller drawers and perform day end procedures                    PSCD
Comptroller     WL     CA825_000_AR_CENTRL_CLERK_DISP                 This role allows the user to check the current status of customers' open items, enter       PSCD
                                                                      charges, print and mail billing/invoice documents, reconcile the lockbox file to PSCD,
                                                                      apply manual payments, cancel items, and credit balance refunds.
                                                                      Assign the PSCD Reporting/Display and Departmental AR Clerk Display Only roles with
                                                                      this one.
Comptroller     WL     CA830_000_COLLECTNS_CLERK_DISP                 Role allows user to print and mail dunning letters, inquire on all Business Partner         PSCD
                                                                      information, and export past due customer data to third party collection agencies.
Comptroller,   ALL     CA900_000_PSCD_REPORTING                       This role allows the user to view users with access to HIPAA related fields.                PSCD
Business
Office
Comptroller    ALL     CO100_000_CO_MASTR_DATA_MAINT                  This role allows the user to create and maintain cost center objects.                       FI/CO

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     FI Roles Descriptions                                                                                                                         As of January 2011
     Area      Campus                      SAP Role                   Description                                                                                  Module
Business         WL        CO110_000_FAPP_INTRNL_ORDR_MDM             Role allows user to create and maintain statistical internal orders for Federal              FI/CO
Office                                                                Appropriations - applies to Ag/Vet/CFS only.
Comptroller      WL        CO115_000_CENC_INTRNL_ORDR_MDM             This role allows the user to create and maintain real internal orders for Continuing         FI/CO
                                                                      Education Non-Credit courses - OCEC only.
Comptroller     WL      CO120_000_CECR_INTRNL_ORDR_MDM                This role allows the user to create and maintain real internal orders for Continuing         FI/CO
                                                                      Education Credit courses - OCEC only.
Comptroller     WL      CO125_000_OTHR_INTRNL_ORDR_MDM                Role allows user to create and maintain real internal orders - OTHR type only.               FI/CO
Comptroller     WL      CO130_000_RCPM_INTRNL_ORDR_MDM                This role allows the user to create and maintain real internal orders for other Plant        FI/CO
                                                                      Maintenance projects - Regional Campus Use.
Business        WL      CO135_000_DEXP_INTRNL_ORDR_MDM                Role allows user to create and maintain statistical internal orders for Departmental Use.    FI/CO
Office
Physical        WL      CO140_000_ACTVTY_TYP_MDM                      This role allows the user to create & maintain activity types. Physical Facilities WL               FI/CO
Facilities
Comptroller     WL      CO150_000_CO_COST_ELEMENTS_MDM                This role allows the user to create and maintain cost elements.                                     FI/CO
Business        WL      CO155_000_FAPP_INTRNL_ORDR_PLN                Role allows user to create and maintain CO plans for statistical internal orders for Federal        FI/CO
Office                                                                Appropriations - applies to Ag/Vet/CFS only.
Business        WL      CO160_OOO_DEXP-INTRNL_ORDR_PLN                Role allows user to create and maintain CO Plans for statistical internal orders for                FI/CO
Office                                                                Departmental Use.
Business        WL      CO165_000_SIO_MAINTAINER                      Role allows users to add and/or change statistical internal order's on existing transactions        FI/CO
Office                                                                in CO.
Comptroller     WL      CO200_000_CO_ENTRY_CLERK                      Role allows user to enter CO transactions for Physical Facilities WL.                               FI/CO
Comptroller     WL      CO205_000_CO_PRD_END_CLSNG_MGR                This role allows the user to process transactions related to the closing of a period -              FI/CO
                                                                      Physical Facilities WL.
Comptroller    WL       CO210_000_REVERSE_CO_DOCS                     Allows user to reverse documents originating from within CO.                                        FI/CO
Business       ALL      CO800_000_CO_DISPLAY                          Role holder can view CO module master data and line items.                                          FI/CO
Office
Business       ALL      CO900_000_CO_REPORTING                        Role allows user to view actual results of cost center and internal order transactions              FI/CO
Office                                                                (revenues & expenditures).
Comptroller     WL      EF200_000_EFFORT_REPORT_ADMIN                 Effort Reporting Display Role-This role allows the user to display reports, grant                   EF
                                                                      management master data, payroll data with respect to Effort Reporting certification
Comptroller     WL      EF255_000_COSTING_OFFICE_APPV                 Role that must be assigned to users to allow them authorization to the effort reporting             EF
                                                                      enhancement, for approval and printing requirements during effort reporting process.
Business       ALL                                                    Role is used to create and execute "Y"(ad hoc) queries which can be published to their assigned     BW/FI
Office                  FI500_000_POWER_USER_COMPLETE                 workgroup(s). These queries cannot be published to end users.
Business       ALL                                                    Role is used to create and execute "Y" (ad hoc) queries against BW master data. This role is        BW/FI
Office                  FI501_000_MSTR_DATA_POWER_USER                assigned to all power users.
Business                                                                                                                                                                  BW/FI
Office                                                                Role is used to create and execute "Y" (ad hoc) queries which can be published to ANY workgroup.
                                                                      These queries can also be published to end users. This role also provides the ability to edit and
                        FI505_000_SUPER_USER_COMPLETE                 execute "Y" queries created by other users. Superusers have access to all queries in Bex
Business        WL                                                                                                                                                        BW/FI
Office                  FI700_000_WAI_SUPPORT                         Role is only assigned to Reporting Team staff. It is used to establish other work groups.
Business       ALL                                                    All Super and Power users are assigned to this work group so they can share queries with each       BW/FI
Office                  FI705_000_SUPER_POWER                         other. Superusers have access to all queries in Bex
Business       ALL                                                    Only designated SPS Bex Power Users have access to this work group so they can share queries        BW/FI
Office                  FI710_000_SPS_RECUR_RPRTS                     with each other.
Business      Calumet                                                 Only designated Calumet Bex Power Users have access to this work groupsto they can share            BW/FI
Office                  FI715_000_CALUMET_USRGRP                      queries with each other.
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     FI Roles Descriptions                                                                                                                             As of January 2011
     Area      Campus                       SAP Role                    Description                                                                                    Module
Business         ALL                                                    Only designated Business Office Bex Power Users have access to this work group so they can     BW/FI
Office                     FI720_000_BUSINESS_MNGRS                     share queries with each other.
Business                                                                Only designated Purchasing Bex Power Users have access to this work group so they can share              BW/FI
Office                     FI725_000_SRM_PURCH_ADMIN                    queries with each other.
Business         ALL       FI900_000_END_USER_GENERAL                   Allows access to all funds EXCEPT restricted accounts. This role is automatically issued to all non-     BW/FI
Office                                                                  student staff members. Student employees may be granted this role if there is a defined need.
                                                                        Note: This role should not be requested for staff members who have the
                                                                        FI905_000_END_USER_COMPLETE role. All 'general' access is included in the 'complete' role.

Business       ALL                                                      Allows access to all funds, including restricted accounts. Note: This role should be requested for all   BW/FI
Office                 FI905_000_END_USER_COMPLETE                      Bex Power and Super Users.
Comptroller    ALL     FM100_000_MASTER_DATA_MAINT (West         This role will maintain master data, derivation and other basic settings for funds                              FM
                       Lafayette)                                management.
Comptroller    ALL     FM100<C01_MASTER_DATA_MAINT (Calumet)     This role will maintain master data, derivation and other basic settings for funds                              FM
                                                                 management.
Comptroller    ALL     FM100<F01_MASTER_DATA_MAINT (Fort Wayne) This role will maintain master data, derivation and other basic settings for funds                               FM
                                                                 management.
Comptroller    ALL     FM100<N01_MASTER_DATA_MAINT (North        This role will maintain master data, derivation and other basic settings for funds                              FM
                       Central)                                  management.
Budget         ALL     FM200_000_BUDGET_OFFICE_CLERK (West       This role will allow campus' Central Budget Office to perform transactions to create,                           FM
Office                 Lafayette)                                change, & delete budget (year end process, budget transfers, etc.).
Budget         ALL     FM200<C01_BUDGET_OFFICE_CLERK (Calumet) This role will allow campus' Central Budget Office to perform transactions to create,                             FM
Office                                                           change, & delete budget (year end process, budget transfers, etc.).
Budget         ALL     FM200<F01_BUDGET_OFFICE_CLERK (Fort       This role will allow campus' Central Budget Office to perform transactions to create,                           FM
Office                 Wayne)                                    change, & delete budget (year end process, budget transfers, etc.).
Budget         ALL     FM200<N01_BUDGET_OFFICE_CLERK (North      This role will allow campus' Central Budget Office to perform transactions to create,                           FM
Office                 Central)                                  change, & delete budget (year end process, budget transfers, etc.).
Business       ALL     FM205_000_BUSINESS_OFF_CLERK (West        This role will allow campus' Business Offices to create, change, and delete earmarked                           FM
Office                 Lafayette)                                funds.
Business       ALL     FM205<C01_BUSINESS_OFF_CLERK (Calumet)    This role will allow campus' Business Offices to create, change, and delete earmarked                           FM
Office                                                           funds.
Business       ALL     FM205<F01_BUSINESS_OFF_CLERK (Fort Wayne) This role will allow campus' Business Offices to create, change, and delete earmarked                           FM
Office                                                           funds.
Business       ALL     FM205<N01_BUSINESS_OFF_CLERK (North       This role will allow campus' Business Offices to create, change, and delete earmarked                           FM
Office                 Central)                                  funds.
Business       ALL     FM800_000_FM_DISPLAY                      This role will allow all OnePurdue GUI users to access the Funds Management module                              FM
Office                                                           for display.
Comptroller    ALL     FM810_000_DISPLAY_CENTRAL_ACCT            This is a restricted role only given to few members in accounting services. This allows                         FM
                                                                 review of the rules that in the fmderive which is a major configuration of SAP and how the
                                                                 modules integrate together when populating master data elements.
Agriculture     WL     FM900_000_CRIS419                         This role allows Agriculture Department Accountants and their designated clerks as well                         FM
Business                                                         as auditors to maintain, analyze and report on data (FM as well as GM) required by the
Office                                                           US Department of Agriculture.
Comptroller     WL     GL100_000_MASTR_DATA_MAINTAINR            This role allows the user to create and maintain GL Accts. Assign with                                          FI/CO
                                                                 GL800_000_MASTR_DATA_DISPLAY.
Comptroller     WL     GL105_000_MASTER_DATA_MANAGER             Master Data Manager Role -This role contains on transaction BAUP - Bank Data Transfer.                          FI/CO
                                                                  Used to load bank information
Comptroller     WL     GL150_000_REPORT_DISTN                    Allows User to add/change/delete the z table for report distribution.                                           FI/CO

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   FI Roles Descriptions                                                                                                                             As of January 2011
   Area      Campus                      SAP Role                     Description                                                                                    Module
Comptroller    ALL       GL200_000_JE_APPROVER                        This role allows the user to change/post/delete parked documents for all campuses.             FI/CO
                                                                      Assign with GL900_000_GL_REPORTING.
Business       ALL     GL210_000_JV_ENTRY_CLERK                       Role allows user to create/edit/park journal entries. Assign with                              FI/CO
Office                                                                GL900_000_GL_REPORTING.
Comptroller    ALL     GL215_000_JE_RECURRNG_ENTRY_CL                 This role allows the user to create/delete recurring entries. Assign with                      FI/CO
                                                                      GL900_000_GL_REPORTING.
Comptroller     WL     GL220_000_JE_ACCRUALS_CLERK                    Role allows users to enter/reverse/post accrual documents. Assign with                         FI/CO
                                                                      GL900_000_GL_REPORTING.
Comptroller    ALL     GL225_000_GL_PRD_END_CLSNG_MGR                 This role will be responsible for the year end closing processes. Assign with                  FI/CO
                                                                      GL900_000_GL_REPORTING.
Comptroller     WL     GL230_000_MASS_REVERSAL_MAINT                  This role will be responsible for processing any reversals to previously entered               FI/CO
                                                                      transactions on a mass or single document basis. Assign with
                                                                      GL900_000_GL_REPORTING.
Comptroller     WL     GL235_000_CLOSING_MGR                          This role is responsible for opening and closing accounting periods. The role holder will      FI/CO
                                                                      also be responsible for maintaining financial statement versions and reclassifying
                                                                      vendor/customer balances as needed. Assign with GL900_000_GL_REPORTING.
Comptroller    ALL     GL240_000_JV_UPLOAD_CLERK                      This role allows the user to prepare and post JE's via JV upload. Assign with                  FI/CO
                                                                      GL900_000_GL_REPORTING.
Comptroller    ALL     GL245_000_CLRNG_ACCT_RECONCILR                 This role allows the user to monitor and maintain open item managed accounts. Assign           FI/CO
                                                                      with GL900_000_GL_REPORTING.
Comptroller     WL     GL250_000_BATCH_PROCESSOR                      This role is responsible for creating and posting those documents requiring batch              FI/CO
                                                                      processing (i.e. recurring entries). This role will only be able to process those batches
                                                                      which begin with FA*. Assign with GL900_000_GL_REPORTING.
Comptroller     WL     GL255_000_JE_APPROVER_HFS                      Allows user to change/post/delete parked documents for HFS documents during the                FI/CO
                                                                      period end close reopening. This will be held by WL Accounting Services. This role
                                                                      inherits GL900 GL Reporting role.
Comptroller     WL     GL260_000_JV_UPLOAD_CLERK_HFS                  Allows user to prepare and post JE via JV upload for HFS transactions. Allows user to do FI/CO
                                                                      this during normal period activities and they can also post during the period end close
                                                                      reopening. This role inherits GL900 GL Reporting role.
Comptroller     WL     GL265_000_JV_ENTRY_CLERK_HFS                   Allows user to create, edit, and park journal entries for HFS transactions. Allows user to     FI/CO
                                                                      do this during normal period activities and they can also park during the period end close
                                                                      reopening. This role inherits GL900 GL Reporting role.
Comptroller     WL     GL270_000_ENDOW_LOAD                           Load recipient and values tables for endowment reports- This role contains the                 FI/CO
                                                                      transaction ZFI_ENDOW_LOAD. This transaction is used to load the information from
                                                                      the endowment system to SAP. I believe every six months.
Comptroller    ALL     GL275_000_FINANCIAL_REPORT_MNT                 Allows users to create and maintain the suite of reports through Report Painter. Limited       FI/CO
                                                                      access to power users in central offices.
Development    ALL     GL280_000_ENDOW_EXT                            This transaction allows the Development Office to run various extracts related to              FI/CO
Office                                                                endowments. The Development Office uses this information to produce year end
                                                                      endowment reports
Business       ALL     GL800_000_MASTR_DATA_DISPLAY                   Role holder can view FI module master data and line items.                                     FI/CO
Office
Comptroller,    WL     GL810_000_ACCOUNT_XREF_DISPLAY                 This role allows individuals to lookup information in the crosswalks. Assign with           FI/CO
Business                                                              GL900_000_GL_REPORTING.
Offices
Business       ALL     GL900_000_GL_REPORTING                         Role allows user to view reports of actual transactions at a GL level.                      FI/CO
Office

    D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                 7
    FI Roles Descriptions                                                                                                                          As of January 2011
    Area      Campus                     SAP Role                      Description                                                                                 Module
Sponsored       WL        GM200_000_AWARD_CREATOR                      Role allows user to create Master to Award Status, including assigning for each grant the GM
Programs                                                               appropriate F&A rate, billing rules, BDT fields, and updating appropriate master data
                                                                       elements within the award for posting.
Sponsored        WL     GM205_000_DERIVATION_MAINT                     Role allows user to maintain FM deriver values for Grants Management.                       GM
Programs
Sponsored        WL     GM210_000_BUDGET_CREATOR                       Budget creator, creates budget in GM and will push to FM for the current and future fiscal    GM
Programs                                                               years
Sponsored        WL     GM215_000_PRE_AWARD                            User will need to create Sponsors and Bills to Customers for proposals that will originate    GM
Programs                                                               from Coeus
Sponsored        WL     GM220_000_GRANTS_MANAGEMENT                    Table Maintenance accessible via tcode for updating instead of transport. This                GM
Programs                                                               information changes only on an ad hoc basis and changes will be directed at a senior
                                                                       level.
Sponsored        WL     GM225_000_F&A_EXECUTOR                         The user will execute the IDC program and ensure all postings to the financial ledgers are    GM
Programs                                                               accurate and correct any errors.
Sponsored        WL     GM230_000_BILLING_EXECUTOR                     Role allows user to execute the billing program and make adjustments to the award             GM
Programs                                                               based on the any errors or omissions identified during the billing process. An
                                                                       enhancement to the standard GM mass billing program has been identified to block any
                                                                       billing items.
Sponsored        WL     GM235_000_LOCKBOX_PROCESSOR                    Sets up Processing Locks, Deletes Processing Locks, and Checks Conditional Locks.             GM
Programs
Sponsored        WL     GM240_000_GRADSCH_FELL_CREATOR                 Sets up Grants master data for Grad School Fellowship Program. This includes                  GM
Programs                                                               maintaining GM objects: Grants, Sponsored Programs, Internal Orders for Fellowship
                                                                       Programs and also maintenance of associated FM derivations for GM.
Sponsored        WL     GM245_000_CASH_MANAGER                         The cash manager processes the following cash transactions for Grants: Setting up             GM
Programs                                                               Customer down payments, posting down payments, incoming payments, and journal
                                                                       entries.
Sponsored       ALL     GM800_000_DISPLAY                              Available for identified users to view master data, transactions and reports related to       GM
Programs                                                               grants management.
Sponsored        WL     GM900_000_A133_DOWNLOAD_RPT                    This role allows Sponsored Program Analysts to download large amounts of financial            GM
Programs                                                               transactions (mainly GM but also some FM) in a manner that allows further manipulation
                                                                       within Excel to comply to federal reporting requirements.
Physical         WL     IM200_000_GOODS_RECEIVER                       Materials Management and Distribution staff only will use this role ‎o receive University
                                                                                                                                              t                      IM
Facilities                                                             Stores inventory products.‎
Physical         WL     IM205_000_MRP_CONTROLLER                       Materials Management and Distribution staff only will use this role ‎o execute requisitions
                                                                                                                                              t                      IM
Facilities                                                             required for replenishment of University ‎ tores inventory.‎
                                                                                                                 S
Physical         WL     IM210_000_STORE_KEEPER                         Materials Management and Distribution staff only will use this role ‎o issue University
                                                                                                                                              t                      IM
Facilities                                                             Stores inventory to customers.‎
Physical         WL     IM215_000_STOREROOM_SUPERVISOR                 Materials Management and Distribution staff only will execute this ‎ ole in the supervision
                                                                                                                                              r                      IM
Facilities                                                             of storeroom activities for University Stores. ‎ ypical tasks involve transfer orders and
                                                                                                                      T
                                                                       cancellations.‎
Physical         WL     IM220_000_STOREROOM_MANAGER                    Materials Management and Distribution Staff only will execute this ‎ ole to manage
                                                                                                                                              r                      IM
Facilities                                                             Storeroom activities, update product information, ‎ nd produce standard inventory
                                                                                                                            a
                                                                       management reports.‎
Physical         WL     IM225_000_UNIV_STORES_ADMIN                    Materials Management and Distribution Staff only will execute this ‎ ole to manage the
                                                                                                                                              r                      IM
Facilities                                                             administrative functions of University Stores. ‎ his includes establishing new products,
                                                                                                                        T
                                                                       marking products for ‎ eletion, and creating bins for the warehouse.‎
                                                                                              d



     D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                  8
     FI Roles Descriptions                                                                                                                           As of January 2011
    Area       Campus                       SAP Role                   Description                                                                                   Module
Physical         WL        IM230_000_PHYS_INVTRY_PROCSSR               Materials Management and Distribution and Physical Facilities ‎ usiness Office staff will
                                                                                                                                         B                           IM
Facilities                                                             execute this role to carry out all aspects of ‎he physical inventory processes for University
                                                                                                                      t
                                                                       Stores.‎
Physical         WL     IM235_000_IM_PSCD_BUS_OFC_CLRK                 Materials Management and Distribution and Physical Facilities ‎ usiness Office staff will
                                                                                                                                         B                           IM
Facilities                                                             execute this role to extract A/R customer ‎ransactions from the University Stores inventory
                                                                                                                    t
                                                                       system for the ‎ SCD upload.‎
                                                                                        P
Physical         WL     IM800_000_INVENTORY_STD_DISPLY                 Materials Management and Distribution and Physical Facilities ‎ usiness Office staff will
                                                                                                                                         B                           IM
Facilities                                                             execute this role to display and monitor ‎ uch activities as inventory products, purchasing
                                                                                                                  s
                                                                       documents, stock ‎ verviews, and inventory material documents. ‎
                                                                                           o
Business         WL     PM200_000_DEPT_REQUESTOR                       Role holder can create and view work orders, and commit departmental funds to pay for         PM
Office                                                                 work. May enter thru portal. Users include Building Deputies, Department Heads, Deans,
                                                                       Department business offices. Inherits PM Display Role.
Physical         WL     PM205_000_MAINT_TECHNICIAN                     This role allows the user to view Work Orders. Inherits Display only and Dept Requestor PM
Facilities                                                             roles
Physical         WL     PM210_000_SUPERVISOR                           Zones, CMS, BS, Grounds, Shops, Utilities, and Construction will use this role to view and PM
Facilities                                                             create work orders, transfer work orders to other work centers, technically complete work
                                                                       orders, and build reports.
Physical         WL     PM215_000_PM_CLERK                             Work Request Center, WCC, and PF Business office staff only will use this role to view        PM
Facilities                                                             and create work orders, transfer work orders to other work centers, technically and
                                                                       business complete work orders, add master data, view activity types/rates, settle work
                                                                       orders, and transfer hours from CATS to CO. THIS IS A RESTRICTED ROLE AS
                                                                       MASTER DATA CAN BE CHANGED
Physical         WL     PM220_000_COSTING_MANAGER                      The PM Costing Manager can create and post CO transactions (labor, settlement) related PM
Facilities                                                             to work orders.
Physical         WL     PM225_000_SUPER_USER                           Trained individuals within PF will use this role to create and display work orders, transfer  PM
Facilities                                                             work orders to other work centers, technically and business complete work orders,
                                                                       configure the system, and add master data.
Physical         WL     PM250_000_CO_CORRECTION                        To facilitate the correction of plant maintenance charges that originate in CO                PM
Facilities
Physical         WL     PM800_000_PM_DISPLAY                           Display Plant Maintenance transactions only. Role that holds PM Display only TCODES.         PM
Facilities                                                             Assigned with all Plant Maintenance Roles.
Plant           ALL     PM900_000_PM_REPORTING                         Display transactions only. Plant Maintenace reporting only role.                             PM
Maintenance
Plant           ALL     PM905_000_Query_Executor                       Created to fulfill interim reporting needs for physical facilities business office. Allows   PM
Maintenance                                                            execution of pre-existing queries via SQ01
Physical         WL     PS100_000_MASTER_DATA_ADMIN                    PS-Administrator is responsible for the over-all functions within the Physical Facilities    PS
Facilities                                                             Business Office for Project Systems, which include, creating & changing project master
                                                                       data and executing various Project Systems standard reports.
Physical         WL     PS200_000_PLANT_FUNDS_ACCNTNT                  The PS-Plant Funds Accountant is responsible for settling and closing out construction       PS
Facilities                                                             projects. This includes evaluation of settlement rules, executing the project settlement,
                                                                       creating final asset records, and changing the project status.
Physical         WL     PS205_000_COMMITMENTS                          The PS Commitments role will enable a user to create, change, or reduce a Non-PO             PS
Facilities                                                             commitment (contractual encumbrance) for construction projects
Physical         WL     PS210_000_FISCAL_APPROVER                      Fiscal approver for construction projects.                                                   PS
Facilities
Physical         WL     PS900_000_PS_REPORTING                         The Project Systems Reporting & Display role is for those positions who need to view and PS
Facilities                                                             report upon Project Systems (construction projects) master data and associated financial
                                                                       transactions.
     D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                 9
     FI Roles Descriptions                                                                                                                          As of January 2011
     Area      Campus                      SAP Role                   Description                                                                                   Module
Business         ALL       SM200_000_REQUISITIONER                    Requisitioners are responsible for the procurement of the goods and services that they        SRM
Office                                                                need for their work area. To do this, they search for suitable products in electronic
                                                                      catalogs and order them. They may also add non catalog items to the shopping cart. They
                                                                      can check the shopping cart status at any time, and may create templates for re-ordering
                                                                      purposes.
Purchasing     ALL     SM205_000_PROCUREMENT_PRO                      Procurement Professionals are responsible for processing shopping carts and issuing           SRM
                                                                      purchase orders. In addition, they are responsible for processing contracts. Procurement
                                                                      Professionals are also responsible for creating bid invitations and comparing received
                                                                      bids. The buyer will compile vendor lists.
Purchasing     ALL     SM210_000_SRM_SYSTEM_ADMIN                     Administrators are responsible for setting up and monitoring the Enterprise Buyer system. SRM
                                                                      System Administrators are responsible for analyzing and solving problems that occur in
                                                                      the system itself, in the interfaces to the backend system, and in the applications. Using a
                                                                      monitoring function, they can examine shopping carts and detect possible problems.

Business       ALL     SM215_000_DESKTOP_RECEIVER                     Desktop Receivers will only be able to receive purchase orders they have created via          SRM
Office                                                                shopping carts.
Business       ALL     SM220_000_Central_Receiver                     Central Receivers may work at the unloading point where they receive goods deliveries.        SRM
Office                                                                Subsequently, they either distribute them to the actual recipients or notify the recipients
                                                                      that the goods are ready for collection via e-mail. They can also confirm the goods and
                                                                      services ordered by other employees on any purchase order.
Purchasing     ALL     SM225_000_SUPPLIERS                            Suppliers may submit bids for bid invitations. Applies only to third party suppliers for      SRM
                                                                      supplier self service.
Purchasing      WL     SM230_000_COMPONENT_PLANNER                    Component planners are responsible for processing maintenance and service orders in           SRM
                                                                      Enterprise Buyer and in the SAP backend system. In particular, they are responsible for
                                                                      planning materials that are required for executing work orders or projects.

Business       ALL     SM240_000_FSCL_APPROVR_2500                    This role is primarily used by workflow to route the shopping carts for fiscal approval.      SRM
Office                                                                Role‎allows‎user‎to‎approve‎shopping‎carts‎where‎the‎total‎is‎≤‎$2,500.
Business       ALL     SM245_000_FSCL_APPROVR_50000                   This role is primarily used by workflow to route the shopping carts for fiscal approval.      SRM
Office                                                                Role‎allows‎user‎to‎approve‎shopping‎carts‎where‎the‎total‎is‎≤‎$50,000
Comptroller    ALL     SM250_000_FSCL_APPROVR_250000                  This role is primarily used by workflow to route the shopping carts for fiscal approval.      SRM
                                                                      Role‎holder‎approves‎shopping‎carts‎where‎the‎total‎is‎≤‎$250,000
Comptroller     WL     SM255_000_FSCL_APPROVR_500000                  This role is primarily used by workflow to route the shopping carts for fiscal approval.      SRM
                                                                      Role‎holder‎approves‎shopping‎carts‎where‎the‎total‎is‎≤‎$500,000.‎‎This‎role‎applies‎to‎
                                                                      the Vice President for Business Services and Assistant Treasurer only.
Comptroller     WL     SM260_000_FSCL_APPROVR_1000000                 This role is primarily used by workflow to route the shopping carts for fiscal approval.      SRM
                                                                      Role holder approves shopping carts where the total is > $500,000. This role applies to
                                                                      the Executive Vice President and Treasurer only.
Purchasing     ALL     SM265_000_CMODTY_APPRVR_LAB (Listed as         This role is primarily used by workflow to route the shopping carts for special approval.     SRM
                       Commodity Approver - LAB in Web-Based Role     Individuals with responsibility to approve lab animals purchases. Will be assigned to
                       Mapping Spreadsheet)                           IRB office on WL campus only.
Purchasing     ALL     SM270_000_CMODTY_APPRVR_AF_ACT                 This role is primarily used by workflow to route the shopping carts for special approval.     SRM
                                                                      Individuals with responsibility to review ads.
Purchasing     ALL     SM275_000_CMODTY_APPRVR_DE_STU                 This role is primarily used by workflow to route the shopping carts for special approval.     SRM
                                                                      Individuals with the responsibility to approve accommodation furniture.
Purchasing     ALL     SM280_000_CMODTY_APPRVR_FAC_PL                 This role is primarily used by workflow to route the shopping carts for special approval.     SRM
                                                                      Individual with responsibility to approve flooring, interior lighting, fixtures and etc.

    D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                 10
    FI Roles Descriptions                                                                                                                          As of January 2011
    Area      Campus                     SAP Role                     Description                                                                                  Module
Purchasing      ALL       SM285_000_CMODTY_APPRVR_RH_MAT              This role is primarily used by workflow to route the shopping carts for special approval.    SRM
                                                                      Individuals with responsibility to hazardous and radioactive materials.
Purchasing     ALL     SM290_000_CMODTY_APPRVR_SM_CON                 This role is primarily used by workflow to route the shopping carts for special approval.    SRM
                                                                      Individuals with responsibility to approve small construction projects.
Purchasing     ALL     SM295_000_CMODTY_APPRVR_SF_SEC                 This role is primarily used by workflow to route the shopping carts for special approval.    SRM
                                                                      Individuals with responsibility to review firearms and explosive devices purchases.

Purchasing     ALL     SM300_000_CMODTY_APPRVR_PH_DRU                 This role is primarily used by workflow to route the shopping carts for special approval.          SRM
                                                                      Approval of Pharmaceutical Drugs for all campus locations.
Purchasing     ALL     SM305_000_CMODTY_APPRVR_UN_REL                 This role is primarily used by workflow to route the shopping carts for special approval.          SRM
                                                                      Individuals with responsibility to review artwork graphical standards and misc.

Purchasing     ALL     SM310_000_CMODTY_APPRVR_UTILS                  This role is primarily used by workflow to route the shopping carts for special approval.          SRM
                                                                      Individuals with responsibility to approve utility and gas cylinders purchases.
Comptroller    ALL     SM315_000_ASSET_MGMT_APPRVR                    This role is primarily used by workflow to route the shopping carts for Asset approval.            SRM
                                                                      Role holder will ensure capital equipment is identified as an Asset, and can create and
                                                                      enter Asset Master number on the shopping cart.
Physical       ALL     SM320_000_MATERIAL_EXPEDITOR                   The Material Expeditors are responsible for processing shopping carts, requirements and            SRM
Facilities                                                            issuing purchase orders.
Purchasing     ALL     SM325_000_PROCUREMENT_SUPPORT                  Procurement Support staff are responsible for monitoring Purchase Orders and                       SRM
                                                                      Confirmations in the ECC-Backend System.
                                                                      Using display functions, they can examine Purchase Orders and Goods Receipts and
                                                                      detect possible problems. This role will be in ECC.
Purchasing     ALL     SM330_000_GRIR_MAINTENANCE                     Role that allows Purchasing staff to troubleshoot and clear the GR/IR Account                      FI/CO
Purchasing     ALL     SM335_000_Workflow_Admin                       SRM workflow administrative role. For maintance of SRM Workflow.                                   SRM
Sponsored      ALL     SM340_000_AD_HOC_APPROVER                      This‎role‎gives‎Ad-Hoc‎approvers‎the‎abiltity‎to‎change,‎print‎etc…‎shopping‎carts‎that‎           SRM
Programs                                                              they have been tasked to approve
Purchasing     ALL     SM800_000_REPORTING                            Provides basic reporting on Shopping Carts and Purchase Orders                                     SRM
Purchasing     WL      SM815_000_MONITOR_PO                           Used by the Purchasing Staff to monitor for failures in Purchase Order transmission to             SRM
                                                                      vendors…‎Restricted‎to‎Purchasing‎Staff‎Only
Business       ALL     SM900_000_REPORTING                            This role provides basic reporting on Shopping Carts.                                              SRM
Office
Purchasing     ALL     SM905_000_REPORTING_SUPER_USER                 Provides customized reporting on procurement related data for super users.                         SRM
Purchasing     ALL     SM910_000_REPORTING_COMMON                     Provides customized reporting on procurement related data for users.                               SRM
Purchasing     ALL     SRM235_000_COMMON                              Provides end-user with alerts and messages to inform them about predefined or critical             SRM
                                                                      statuses. Provides an Inbox menu for messages.
Comptroller    ALL     TV200_000_TRAVELER                             This role is designated for all faculty/staff on all Purdue campuses. Create/edit travel           TV
                                                                      requests and travel expense reports.
Business       ALL     TV205_000_TRAVEL_ASSISTANT                     This role is designated for all campus secretaries, certified travel arrangers, et al, that will   TV
Office                                                                be designated to support faculty/staff within their respective areas. Users can create/edit
                                                                      travel requests and travel expense reports on behalf of designated traveler(s).

Business       ALL     TV210_000_FISCAL_APPRVR_2500                   This role is designated for fiscal approvers in the routing chain up to $2,500. Users can          TV
Office                                                                review travel requests and travel expense reports for fiscal approval, and have the
                                                                      capability to display, hold, approve, edit, and reject forms, as well as dynamically add
                                                                      approvers to the approval flow.



    D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                      11
   FI Roles Descriptions                                                                                                                             As of January 2011
   Area      Campus                      SAP Role                     Description                                                                                    Module
Comptroller    WL        TV215_000_TRAVEL_CARD_ADMIN                  This role is designated for ECCO Mgr and ECCO Clerks in order for them to administer           TV
                                                                      travel card transactions, programs, and travel card-related master data. Role holder has
                                                                      some restrictions on ability to view HR data. This role should not have Travel Approver
                                                                      role.
Comptroller     WL     TV220_000_TRAVEL_MANAGER                       This role would be able to perform all Travel operational duties and would be also be          TV
                                                                      assigned the following roles: Travel Assistant and Display Finance. Also, Travel Manager
                                                                      would be able to run specified R/3 reports and display all travel data, including travel bank
                                                                      account and credit card buffer receipts.
Business       ALL     TV225_000_FISCAL_APPRVR_50000                  This role is designated for fiscal approvers in the routing chain up to $50,000. Users can TV
Office                                                                review travel requests and travel expense reports for fiscal approval, and have the
                                                                      capability to display, hold, approve, edit, and reject forms, as well as dynamically add
                                                                      approvers to the approval flow.
Business       ALL     TV230_000_AD_HOC_APPRVR                        This role is designated for ad hoc (Department Head, SPS, Supervisor, etc.) approvers in TV
Office                                                                the routing chain. Users can review travel requests and travel expense reports for fiscal
                                                                      approval, and have the capability to display, hold, approve, edit, and reject forms, as well
                                                                      as dynamically add approvers to the approval flow.
Comptroller     WL     TV245_000_TRAVEL_WRKFLW_ADMIN                  This role is designated for staff who monitor OnePurdue Travel Workflow on a regular           TV
                                                                      basis and fix breaks in workflow (i.e. No fiscal approver(s) assigned to a cost center).
Comptroller    WL      TV800_000_CREDIT_CARD_RECEIPTS                 This role would be restricted to ECCO staff and Central Travel Office staff.                   TV
Business       ALL     TV805_000_TRAVEL_DISPLAY                       This role is designated for staff with a business need to run R3 travel reports and view       TV
Office                                                                travel transaction details. It would not include display of credit card receipts, credit card
                                                                      numbers, or travel bank accounts maintained in HR Infotypes.

                                                                      TV = Travel - Travel Roles are currently being Reviewed




    D:\Docstoc\Working\pdf\bb1d1a30-cba6-4549-b761-0a9e1e9efd31.xls                                                                                                12

								
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