Following are the Purchasing and Accounts Payable delivered roles. Permissions and responsibilities can be moved from role to role and new roles can be created.
Role Name | Description |
Accounts Payable Document Reviewer (KFS98) | Users who receive workflow action requests for Accounts Payable transaction documents. |
KFS-SYS Accounts Payable Manager (29) | Users with manager-level access to Accounts Payable documents. This includes the ability to hold or cancel (or remove those states) from Payment Request and Credit Memo documents. |
Accounts Payable Processor (22) | Accounts Payable users who can initiate Payment Requests and Credit Memo documents. They also have several permissions related to processing these document types and receive workflow action requests for them. |
KFS-SYS Budget Reviewer (79) | Central administration users charged with reviewing Purchase Orders exceeding an account's sufficient funds balance. |
Commodity Reviewer (23) | Users who receive workflow action requests for Purchasing transaction documents that contain a specific commodity code and campus combination. |
Content Reviewer (24) | Users who receive incomplete Requisition documents for completion for a given Chart and Organization. |
Contract Manager (25) | Contract Managers review and approve Purchase Order documents. A Purchase Order is assigned to a given Contract Manager for their review and approval. |
Payment Request Hold / Cancel Initiator (86) | This role derives users who placed a Payment Request or Credit Memo on hold or canceled it in order to determine who can remove those actions. |
Potentially Sensitive Document User (84) | This role houses other roles and indicates which of those can view KFS-PURAP documents that have been identified as potentially sensitive. |
KFS-SYS Purchasing Manager (47) | Users that manage the KFS-PURAP module. This role can take the resend action on Purchase Order documents. |
Purchasing Processor (26) | This role represents central or campus Purchasing staff. They have additional permissions for and receive action requests for most Purchasing document types as well as receiving action requests for Disbursement Vouchers paying PO Type Vendors. |
Sensitive Data Viewer (27) | Users authorized to view KFS-PURAP documents identified with a specific Sensitive Data Code. |
Sensitive Related Document Initiator Or Reviewer (85) | A role that derives the users who initiated or received a workflow action request for a sensitive KFS-PURAP document. |
Source Document Router (69) | Identifies the user who routed the source document (Requisition) for a KFS-PURAP document. |
Sub-Account Reviewer (68) | Users who wish to receive workflow action requests for KFS-PURAP documents that involve a specific account number and sub-account number. |
KFS-SYS Tax Manager (50) | Represents a central tax area that receives workflow action requests for DVs, Payment Requests, and POs involving payments to non-residents or employees. They can also edit the Tax tabs on the DV and Payment Request documents. |
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