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Roles in HFM

The document describes various roles in an accounting application. It lists roles for power users, interactive users, journals administrators, submitters, reviewers, viewers, and inter-company transaction roles. Each role is associated with specific tasks and access privileges within the application for areas like financial management, rules, journals, data submission and review, reporting, and inter-company transactions.

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VedaVyas Anne
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709 views4 pages

Roles in HFM

The document describes various roles in an accounting application. It lists roles for power users, interactive users, journals administrators, submitters, reviewers, viewers, and inter-company transaction roles. Each role is associated with specific tasks and access privileges within the application for areas like financial management, rules, journals, data submission and review, reporting, and inter-company transactions.

Uploaded by

VedaVyas Anne
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Role

Description

Power Roles
Application Administrator Load System Inter-C om pany Transaction Admin Perform s all Financial anagem ent M tasks.A ccessto this role overrides otheraccesssettingfor the user. any Loadsrulesand m em berlists Opensand closesperiods,locksand unlocksentities,and m anages reason codes. U sers with the role can also perform all intercom pany tasks.

Interactive Roles
R ulesAdministrator R ulesDesigner ApproveJournals C reateJournals CreateUnbalanced Journals Default Perform s any yperionCalculation anager H M tasksfor the specificapplication C reatesnew rulesobjectsand m odifiesor deletesrulesobjects A pproves rejectsjournals or C reates,m odifies, deletes,subm its,and unsubm its journals C reatesunbalanced journals Opensand closesapplications; anagesdocum ents favorites; m and manages Sm art V iew; and accessesrunningtasks, data tasks, and load and extracttasks.C annotextractm etadataor rules. Perform s all tasksrelatedto journals Postsand unpostsjournals Grantsaccessto the journalstem platetask in the Setup Journals module G rantsaccessto the generate recurring task the Setup Journals in module Startsprocessm anagem ent and approvesand publishes units processm anagem ent C an prom oteor reject processunits, data. depending on processlevel. View sand edits a block of data w henthat data is at the users designated processm anagem ent level

JournalsAdministrator Post Journals M anageTemplates G enerate Recurring R eviewSupervisor

R eview er throughR eview er 1 10

Role Submitter LockData UnlockData Explorer Consolidate All Consolidate Consolidate w ith Data All R un Allocation M anageD ata EntryForms Save SystemR eportO n Server Load ExcelData Inter-C om pany ransaction T User

Description Subm itsa block of data for final approval Locksdata in D ata Explorer Unlocksdata in Data R unsconsolidate all R unsconsolidate R unsconsolidate ith all data w R unsallocations M anages entryform sin the Web data Savessystemreportson server Loadsdata from Sm artView C reates, edits,deletes,loads,and extractstransactions. Runs m atching reportby accountor ID , runstransaction report, and drills throughfrom modules. M anages intercom pany atchingtemplates m Autom atically atches intercom pany m transactions account by Autom atically atches intercom pany m transactions ID by

Inter-C om pany ransaction atchTemplate T M Inter-Com pany Transaction Auto M atchby Account Inter-Com pany Transaction Auto M atchby ID

Inter-C om pany ransaction anualM atchw ith ToleranceM anually atchesintercom pany T M m transactions ith tolerance check w Inter-C om pany ransaction anualMatch T M Inter-C om pany ransaction T Unmatch Inter-C om pany ransaction T Post/Unpost Enablew riteback in W eb Grid DatabaseManagement Manage Ownership T askAutomation M anageCustomDocuments D ata FormW riteB ack from Excel M anually atchesintercom pany m transactions Unm atches intercom pany transactions Postsand unpostsintercom pany transactions Entersand savesdata directlyto a W eb grid C opiesand clearsdata and deletesinvalid records Entersand edits ownership information Sets up autom ated tasks Loadsand extractscustomdocum ents and from the server to Subm itsdata from Sm artV iew w hileusinga W eb D ata EntryFor

View Roles
A dvanced User U ses the B row ser iew and can accessR unning ask V T

Role

Description

R ulesViewer objectsRead Journals Receive Em ailA lertsfor ProcessControl Receive Em ail Alerts for Intercom pany Reserved

V iew srules R eadsjournals R eceives e-mails Receives e-m ails Not currently used

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