PeopleSoft FN Security Application Form New/Change

PeopleSoft FN Security Account Creation or Change Request

Financials
Agency: Department of Natural Resources
YesNo
NewChange
Employee ID Number:*
Employee Job Title:*
Employee Name*
First Name
Middle Name
Last Name
Business Mailing Address:*
Street Address
City
State
Zip
Employee Email Address:*
example@example.com
Employee Phone:*
Please enter a valid phone number.Format: (000) 000-0000.
Supervisor Name*
First Name
Last Name
Supervisor's Email Address:*
example@example.com
Supervisor's Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
PeopleSoft User ID:
Financial Roles
- Inquiry, Reports & QueryData EntryInterfaceAdd Location (Additional form required)
- Inquiry, Reports & Query1099 ProcessingCreate Express ChecksCreate Recurring Voucher ContractsCreate Speed ChartsProcess VouchersPayment ProcessingSchedule Pay CycleVoucher EntryTIGA Reporting ObligationsTIGA Reporting PaymentsVoucher UploadP-Card Voucher (Requires TGM Approval)
- Inquiry, Reports & Query-Items & CustomersItems EntryPayments EntrySummary & SetupDirect Journal UploadOpen Item Upload
- Bank Recon
- Inquiry, Reports & QueryJournal EntryJournal ProcessingChartfield MaintenanceInterface Journal Upload
- LD Inquiry, Reports & QueryUpdate Labor Distribution
- Budget Inquiry, Reports & QueryBudget Data EntryBudget Override APBudget Override GL
- Inquiry, Reports & QueryPO Amount ApproverPO Chartfield ApproverProcurement ContractsItems Maintenance
- Inquiry, Reports & QueryVendor Entry
- Inquiry, Reports & QueryEditApproval (Only 2 per Agency)
- Inquiry, Reports & QueryCustomer Entry
- Open Item Maintenance
- Inquiry, Reports & Query
- Inquiry, Reports & Query-Items & Customers
- Inquiry, Reports & Query-Items & Customers
- Inquiry, Reports & Query
- LD Inquiry, Reports & QueryUpdate Labor Distribution
- Budget Inquiry, Reports & Query
- Inquiry, Reports & Query
- Inquiry, Reports & Query
- Inquiry, Reports & Query
- Inquiry, Reports & Query
- Comments and/or Removal Options
- Employee Signature
  
  Clear
- eProcurement
- YesNo
- Create RequisitionePro Approver (Approves a requisition)ePro Buyer (Create and Dispatch Purchase Orders)
- Create RequisitionePro Approver (Approves a requisition)ePro Buyer (Create and Dispatch Purchase Orders)P-Card
- YesNo
- YesNo
- YesNo
- YesNo
- You have not met the requirements for eProcurement for Requesters and must uncheck this option before submitting.
  
  Once you have taken the class "eProcurement for Requesters" (TGM20T) and passed the test, you can submit a "Change" form to add this access.
- You have not met the requirements for access.
  
  You may resubmit this form once you have taken "Purchasing Card" (TGM100T) and passed the tests.
  
  You have not met the requirements for Purchasing Card and must uncheck this option before submitting.
  
  Once you have taken the class "Purchasing Card" (TGM100T) and passed the test, you can submit a "Change" form to add this access.
- Create Requisition:
- Default Origin
- Default Ship To
- Default Buyer
- Default Chartfield String for this requester on requisitions:
- Account
- Fund
- Department
- Fund Source
- Program
- Class
- Project
- You have not met the requirements for ePro Approver and must uncheck this option before submitting.
  
  Once you have taken the class "eProcurement for Approvers" (TGM30T) and passed the test, you can submit a "Change" form to add this access.
- ePro Approver (Approves a requisition)
- Document Author (Allows creation and uploading of forms all Requesters should have this)
- You have not met the requirements for ePro Buyer and must uncheck this option before submitting.
  
  Once you have taken the class "eProcurement for PO for Buyers" (TGM40T) and passed the test, you can submit a "Change" form to add this access.
- Is this person a Pcard user? (Reconciler, Approver, Reviewer, Requester, or Buyer)
- Purchasing
- Authorized Location
  needs to show PO_ 6digits
- Default Origin:
  3 Digit Number
- PO Buyer: User may create state requisitions and purchase orders. User's name will appear on purchase order as "buyer"
- PO Requester: User may create state requisitions (requisitions sent to State purchasing for processing)and their name will appear on the state requisition as "requester".PO Buyer: User may create state requisitions and purchase orders. User's name will appear on purchase order as "buyer"PO Approver: User generally does not create documents, but will approve requisitions or purchase orders created by others.
- Manually Schedule Payments (authorizes user to override the Scheduled Payment Date).Authority to Override Match (enables the operator to override a voucher with a match exception in order for the voucher to pay an to unmatch a previously matched voucher).Allow Single Payment Voucher (enables the operator to enter and pay a voucher to a one-time vendor that does not require a vendor id in PeopleSoft and is not 1099 applicable).Record Payment (enables the operator to manually record a payment on the voucher payment page)
- Record Payment (enables the operator to manually record a payment on the voucher payment page)
- DNR FN Officer Use Only
- PendingIn ProgressComplete
- Date Completed
  
  MonthDayYear
- Buyer RequestedUpdated Default Buyer IDPCard Requested & Emailed Jenifer
- Should be Empty:

PeopleSoft FN Security Account Creation or Change Request

Financial Roles

eProcurement

Purchasing

DNR FN Officer Use Only