Explanations of Drop Down Options for Banner Security Form
Listed below are descriptions of user roles for each Finance Module. A user is allowed only one user role in each Finance module.
For help or additional information regarding the Banner Finance Security form, please contact LaToya Langford or email Systems Coordination.
Regular finance users will not be granted security access to Account Payable, the following departments will have AP security access:
- AP
- General Accounting
- ITCS
- Materials Management
- Institutional Trust Funds
- Student Store
- Systems Coordination
AP Staff: Accounts Payable Employees.
AP Supervisor: Supervisor of Accounts Payable Staff.
AP for Comptroller: Financial Services Accountants.
AP for Check Reconciler: Employees that are responsible for reconciling the bank statement.
AP for Xtender: Accounts Payable Employees that are responsible for scanning and indexing invoices.
AP for MM Staff: Materials Management Employees that are responsible for vendor maintenance.
AP for Patient Billing: Brody SOM Patient Billing and Reimbursement Employees.
AP for Student Loans: Student Loans Employees.
AP for Travel: Accounts Payable Employees that are responsible Travel.
AP for Vendor: Accounts Payable Employees that are responsible for vendor maintenance.
AP for Student Store Staff: Student Stores Employees that enter payment request.
AP for Student Store Supervisor: Supervisor of Student Stores Staff.
AP for Systems Accountants: Systems Coordination Employees.
AP for ITCS: ITCS Programmers.
If assistance is needed regarding the selection of Accounts Payable user roles, please contact Jennifer Jones, jonesjen18@ecu.edu.
Accounts Receivable User Roles:
AR Department Misc Cash Receipts: Users that will enter cash receipts.
AR Supervisor Misc Cash Receipts: Employees of the Cashier’s Office.
AR Certification Misc Cash Receipts: Cashier Office Employee that completes the daily certification process.
AR for Cashiers Only: Daily cashiering processes for employees of the Cashier’s Office
AR for Grants Only: Research and Accounting/Grants Employees that will enter cash receipts.
If assistance is needed in the selection of Accounts Receivable user roles, please contact the Cashier’s Office, cashier@ecu.edu or Kim Bolam, bolamk@ecu.edu.
University Accounts Receivable User Roles
AR UAR Modify: intended for the user that adds charges or payments for University AR. Contact Compliance Manager for more guidance. The Compliance manager must email the AR Submodule approver to provide which category codes the individual user needs to be granted in the behind the scenes.
AR UAR Query: Intended for users that need to query the UAR data. Example Payroll Director needs to query but not update because they a can create payroll.
FX Inquiry: Regular finance users that need fixed assets access to view departmental fixed assets information.
FX Supervisor Level 1: Access to add, update, delete and approve transactions, includes table maintenance.
FX Supervisor Level 2: Access to add, update transactions.
** The Fixed Assets Supervisor Level 1 & 2 are only available to employees of the Department of Fixed Assets.
If assistance is needed regarding the selection of Fixed Assets roles, please contact Kelly Hewitt, hewittk19@ecu.edu.
GL Data Inquiry and Budget Transfers: Users that need FOAPAL Inquiry access to view budgets, create budget transfers (B22, B44, and B11) in Finance Self Service and Banner Admin Pages.
GL Data Inquiry and Key Journal Entries: Users that need FOAPAL Inquiry access to view budgets, create budget transfers (B22, B44, and B11) and journal entries (J63, J51, etc.) in Finance Self Service and Banner Admin Pages.
GL Data Inquiry and Key/Approve Journal Entries: Users that need FOAPAL Inquiry access to view budgets, create budget transfers (B22, B44, and B11) and create and approve journal entries (J63, J51, etc.) in Finance Self Service and Banner Admin Pages.
GL Special Request Only: Financial Services staff and special users that will create J63A, J63B, J63C, etc. for accounting and year end activity.
GL Systems Coordination: Systems Coordination Employees only.
GL for Query Access Only (FinServ Only): Financial Services Employees that need query access to all organizations.
If assistance is needed regarding the selection of General Ledger user roles, please contact LaToya Langford, langfordl23@ecu.edu.
Research Accounting User Roles:
RA Department Administrator-PI: This role is for the departmental support staff who assist with the management of externally funded sponsored programs and PI-Primary Investigators that are the recipient of external project funds and are the awarding agency specified project director.
RA Grant Administrator: This role is for the staff of the Grants and Contracts Office who manage and monitor all externally funded sponsored programs.
RA Capital Improvements: This role is for the staff of the Financial Services who manage and monitor capital improvement projects.
RA Special Funds: This role is for the staff of the Special Funds Office who manage special fund projects that must be accounted over multiple fiscal years.
If assistance is needed regarding the selection of Research Accounting user roles, please contact Suhail Guzman, guzmans@ecu.edu.
Purchasing & Procurement User Roles:
PORT Shopper: A person who needs access to shop for items but who cannot create requisitions.
PORT Requsitioner: Anyone who needs to create requisitions for departments on campus.
PORT Division Approver: The person who approves requisitions for a Department or Division.
PORT ECU Approver: A person who approves special categories of purchases for the entire campus.
PORT AP: Used by Accounts Payable, query access only. The user roles listed below are only available to employees of the Department of Materials Management.
PORT Administrator: A person who does user management, catalog management, reports, organization set up, field management, and customization of PORT. This person has access to all of the roles listed below.
PORT Supplier Administrator: A person who is responsible for maintaining the Supplier List by adding new suppliers, freezing unacceptable suppliers, and communicating with and answering question for the requisitioner.
PORT Storeroom: A person who works in the Medical Stores or Central Warehouse Stores and needs access to PORT to facilitate the ordering and distribution of orders.
PORT Buyer: A person who is a buyer for the university, who is responsible to evaluating purchases, placing items out for bids, and releasing the Purchase Order for final review.
PORT MM: A person who works in Materials Management and needs access to the PORT system to facilitate university purchases.
PORT Reporting: A person who is responsible for generating queries and reports.
PORT Stores Clerk: Stores Clerk.
PORT Stores Manager: Stores Manager.
PORT Medical Stores Clerk: Medical Stores Clerk.
PORT Medical Stores Manager: Medical Stores Manager.
If assistance is needed regarding the selection of PORT user roles, please contact Chance Kornegay, kornegaych@ecu.edu.
Ship to Code:
‘Ship to code’ is required if a Purchasing and Procurement user role is selected. The ‘Ship to Code’ determines the shipping address on purchase orders. If a new ‘ship to code’ is needed, please contact Chance Kornegay, kornegaych@ecu.edu.
Organizations Selection Section:
The Banner Finance Security Form is structured by Organization number. The Organization Selection Section allows the user to select the organization numbers that are in the user’s area of responsibility. To select multiply organization numbers, use the scroll bar and press the control (CTRL) key and highlight the desired organization numbers from the list.
WFFIN AR DETAIL – (BAN_FIN_WF_AR_DETAIL_CODE): This class is intended for highest level AR administrators (only one or two people most likely) that are allowed to create new Detail codes. The workflow process is initiated by users with access to the form TZADETC which is granted via the BAN_FIN_AR_DETAIL_CODE_C security class. These users kick off the form with the request detail code information. The workflow application notifies Systems Coordination to update activity codes, then it notifies users in this class and they make the needed update to the detail codes.
WFFIN Materials Management EPROC (BAN_FIN_WF_MM_EPROC_C ): Banner Finance workflow role. Gives user access to crosswalk tables between PORT and Banner. User assigned S_IFEP_NATION role.
WFFIN ORG BGDT APPROVER – (BAN_FIN_WF_ORG_BDGT_APPROVER_C ): Finance workflow for Budget Office Staff.
WFFIN Systems Coordination (BAN_FIN_WF_GL_SYS_COORD_C): This class is intended for employees in Systems Coordination that receive an email notification from the Workflow application to create or make inactive activity codes related to specific new or updates to existing Activity codes that are tied to detail codes.