Project Enterprise Financials

Financial Roles

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General Ledger Roles:

GL Inquiry: An employee with this role will use the General Ledger (GL) Inquiry Pages to access budgeting and financial transactions.

Journal Entry - Excel: An employee with this role will use a tool that is based on an Excel spreadsheet which is then uploaded into PeopleSoft. In general, these users don’t need to use PeopleSoft online and will use GL Inquiry Pages for viewing account information.

Journal Entry-Online: An employee with this role will use PeopleSoft pages to create and edit journal entries. They will also have the ability to use the Excel interface to create journal entries.

Journal Entry Approver: An employee with this role uses PeopleSoft pages to approve journal entries created through Excel or online.

Purchasing and Payable Roles:

Requisitioner: The employee with this role will create requisitions.

Requisition Approver : The employee with this role will use PeopleSoft pages to approve requisitions that are over the campus limit set for automatic approval.

Receiving: This employee will receive goods online. He or she will help resolve problems between requisitions and invoicing when discrepancies arise. This is a new role.

Payables: These users will enter vouchers into PeopleSoft. This process results in payments to vendors for goods and services that have been received.

e-marketplace: These users will use the e-commerce application to buy products directly from vendors such as Boise-Cascade/Office Max and Fisher Scientific