List of complete roles and definitions
ROLE ACTIVITIES
Company Costing Manager – Assigned by Company. Approval of journals.
Assistant Company Costing Manager – Assigned by Company. Approval of journals, up to $5,000.
Company Procurement Manager – Assigned by Company. Financial approver of procurement transactions starting from $50,000.00 to $249,999.99 depending on company.
Company Financial Analyst – Assigned by Company. Has full access to the financials for the company
Procurement Analyst – Analyst role does not performs tasks. Ability to view Requisitions and Purchase Orders and drill into details. Generally assigned at the same level as the other role assigned (FAO, CC, CM).
Cost Center Manager – Assigned by Cost Center. Approval of journals for assigned cost centers. Access to cost center spend analytics. Approval for all purchases up to a specific dollar threshold depending on size of company.
Cost Center Procurement Manager – Assigned by Cost Center. Approval of SIRs and Requisitions subject to financial approval thresholds by division.
Cost Center Financial Analyst – Assigned by Cost Center. Has full access to the financials for the cost center
UR FAO Procurement Manager – Assigned by FAO (Financial Activity Object). Approval of P2P transactions: All SIRs. Requisitions subject to financial approval thresholds by division. Example: Requisition <$500, non-grant does not require approval.
UR FAO Financial Analyst – Assigned by FAO. Has full access to the financials for the FAO (Financial Activity Object).
Grant Financial Analyst – Assigned by Grant. Has full access to Award and grant data
Accounts Payable Analyst – Assigned by Company. Has access to all supplier related data for the company
Accounts Receivable Analyst – Assigned by Company. Has access to all customer related data for the company
User Role: AHBT User
Journal Source: AHBT Journal RC Bursar – Use for UR Financials Banking (AHBT) system access. Note: provide both the User Role and a Journal Source when requesting this access.