"Auxiliary Financials Access Request Form - California State University Northridge"

ADVERTISEMENT
ADVERTISEMENT

Download "Auxiliary Financials Access Request Form - California State University Northridge"

353 times
Rate (4.4 / 5) 21 votes
AUXILIARY FINANCIALS ACCESS REQUEST FORM
1. USER INFORMATION:
USER TYPE:
STAFF
STUDENT
TEMP
BUSINESS UNIT:
NRTUC – The University Corporation
NRUSU – University Student Union, Inc.
NRASI – Associated Students, Inc.
NRFDN – Foundation
ALL FIELDS ARE MANDATORY, EXCEPT OPERATOR ID.
Name: Last:______________________
First:___________________
Mid Initial:___
Employee ID #:________________
Job Title:____________________________________________________
Operator ID#:________________________
Email:____________________________
Extension:_______________
Effective Date:________________________
Dept. Name:_______________________
Dept. ID #:_______________
2. REQUEST:
New Access
Modify Access
Remove All Access
3. APPLICATIONS: Check all that apply.
General Ledger
Accounts Payable
Asset Management
Accounts Receivable/Billing
Purchasing
Grants
People Tools
Inquiries/Reports
Reporting Tools
4. ROLES:
Check all that apply. All grayed boxes are required.
(* Requires VP Signature)
ADD
Delete General Ledger:
ADD
Delete Accounts Payable:
GL Configuration (Restricted Role)
AP Configuration (Restricted Role)
GL Chartfield Configuration (Restricted Role)
Create Control Groups
*
Open Period Maintenance
Create Vendors
*
Conversion Code Add
Approve Vendors
Create Journals Online
Correct Vendors (Restricted Role)
Import Journals
AP Home Page
Process Journals/Batch Process
Enter Vouchers
Post Journals/Batch Process
Budget Check Vouchers/Batch Process (BCM)
Journal Generation (Limited Role)
Post Vouchers/Batch Process
Create Allocations
Create Checks - Paycycle
Maintain Allocations
Approve Paycycle (Limited Role)
Process Allocations
Post Payments/Batch Process
*
Benefactor Interface
Process 1099 Withholding
ADP Interface
AP Bank Recon
Speedtypes
ADD
Delete Grants:
GL Bank Recon
Ledger Close (Limited Role)
Create/Process Grants
ADD
Delete Purchasing:
ADD
Delete Asset Management:
PO Configuration (Restricted Role)
AM Configuration (Restricted Role)
Enter Purchase Orders
Create Asset Transactions
Approve Purchase Orders
Run Asset Processes
Process Purchase Orders
Load Asset Interfaces
Receiving
Create/Maintain Inventory Assets
Enter Requisitions
Asset Service & Repair
Approve Requisitions
Capital Acquisition Planning
REV: 1/26/16
AUXILIARY FINANCIALS ACCESS REQUEST FORM
1. USER INFORMATION:
USER TYPE:
STAFF
STUDENT
TEMP
BUSINESS UNIT:
NRTUC – The University Corporation
NRUSU – University Student Union, Inc.
NRASI – Associated Students, Inc.
NRFDN – Foundation
ALL FIELDS ARE MANDATORY, EXCEPT OPERATOR ID.
Name: Last:______________________
First:___________________
Mid Initial:___
Employee ID #:________________
Job Title:____________________________________________________
Operator ID#:________________________
Email:____________________________
Extension:_______________
Effective Date:________________________
Dept. Name:_______________________
Dept. ID #:_______________
2. REQUEST:
New Access
Modify Access
Remove All Access
3. APPLICATIONS: Check all that apply.
General Ledger
Accounts Payable
Asset Management
Accounts Receivable/Billing
Purchasing
Grants
People Tools
Inquiries/Reports
Reporting Tools
4. ROLES:
Check all that apply. All grayed boxes are required.
(* Requires VP Signature)
ADD
Delete General Ledger:
ADD
Delete Accounts Payable:
GL Configuration (Restricted Role)
AP Configuration (Restricted Role)
GL Chartfield Configuration (Restricted Role)
Create Control Groups
*
Open Period Maintenance
Create Vendors
*
Conversion Code Add
Approve Vendors
Create Journals Online
Correct Vendors (Restricted Role)
Import Journals
AP Home Page
Process Journals/Batch Process
Enter Vouchers
Post Journals/Batch Process
Budget Check Vouchers/Batch Process (BCM)
Journal Generation (Limited Role)
Post Vouchers/Batch Process
Create Allocations
Create Checks - Paycycle
Maintain Allocations
Approve Paycycle (Limited Role)
Process Allocations
Post Payments/Batch Process
*
Benefactor Interface
Process 1099 Withholding
ADP Interface
AP Bank Recon
Speedtypes
ADD
Delete Grants:
GL Bank Recon
Ledger Close (Limited Role)
Create/Process Grants
ADD
Delete Purchasing:
ADD
Delete Asset Management:
PO Configuration (Restricted Role)
AM Configuration (Restricted Role)
Enter Purchase Orders
Create Asset Transactions
Approve Purchase Orders
Run Asset Processes
Process Purchase Orders
Load Asset Interfaces
Receiving
Create/Maintain Inventory Assets
Enter Requisitions
Asset Service & Repair
Approve Requisitions
Capital Acquisition Planning
REV: 1/26/16
Name: Last:______________________
First:___________________
Mid Initial:___
Employee ID #:________________
ADD
Delete Accounts Receivable/Billing:
ADD
Delete Inquiries/Reports:
AR Configuration (Restricted)
GL Inquiry Reports
Collections
AP Inquiry Reports
Create/Maintain Customers
AP Vendor Inquiry
Generate Invoices
PO Inquiry Reports
Create/Maintain Bills
AM Inquiry Reports
AR Maintenance
AR Inquiry Reports
Create/Apply Payments
Conversion Code Inquiry
Maintain Pending Items
BBA Inquiry
Update Receivables
Detail Trial Balance
PO Activity Report
ADD
Delete People Tools:
ADD
Delete Reporting Tools:
Edit Password and Favorites
Process Monitor
Query Manager
Tree Manager (Limited Role)
Query Viewer
Tree Viewer
Nvision
Web Libraries
Nvision Drill Only
AUX Portal
ADDITIONAL NOTES:_____________________________________________________________________________________________________
______________________________________________________________________________________________________________________
PRINT DOUBLE SIDED IF POSSIBLE. RETURN COMPLETED FORM TO SOLAR FINANCIALS – AUXILIARY GATEKEEPER - MD-8337
5. APPROVALS:
Supervisors and Accounting Managers: My signature certifies that the employee requires access to data within the PeopleSoft system to perform
their job duties. I understand that it is my obligation to ensure that adequate training is provided to the employee in compliance with state and
federal laws and University policies governing access to information contained in employee, applicant and student records.
Applicant’s Supervisor:
Print:_____________________________ Signature:________________________________ Date:_________
Extension:_________________________
Accounting Manager
:
Print:_____________________________ Signature:________________________________ Date:_________
Security Gatekeeper:
Print:_____________________________ Signature:________________________________ Date:_________
Extension:_________________________
Security Administrator
Print:_____________________________ Signature:________________________________ Date:_________
6. APPROVAL OF ROLES ACCESSING CONFIDENTIAL INFORMATION:
VP, Finance & Administration:
Print:_____________________________ Signature:________________________________ Date:_________
REV: 1/26/16
Page of 2