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Kuali@USC
Division of Financial and Business Services

SPA Budget Reallocation Roles

 Role Name
 Description  Role Type
SPA Budget Reallocation Department User
Role #131773
Namespace: KFS-FP
This role is intended for department and school users who need the ability to initiate a SPA Budget Reallocation (BR) eDoc. Users with this role cannot manually enter accounting lines for Fringe Benefits and Indirect Cost Recovery (formally known as Overhead and Facilities & Administrative Cost). Instead, they must utilize the calculate button at the bottom of the SPA BR eDoc to automatically insert those accounting lines with values calculated by the system.
Default
  • Assigned to the user individually.
  • Listed under Roles on Membership tab in the user's KIM profile.
SPA Budget Reallocation Fringe ICR Manual Calculation
Role #131774
Namespace: KFS-FP
This enhanced user role for initiating SPA BR eDocs is intended for those department and school users who are authorized to enter accounting lines for Fringe Benefits and Indirect Cost Recovery manually, as well as automatically. Default
  • Assigned to the user individually.
  • Listed under Roles on Membership tab in the user's KIM profile.
SPA Budget Reallocation Account Expired Override
Role #131780
Namespace: KFS-FP
If a user is granted this role along with one of the two SPA BR eDoc initiator roles described above, he/she can override the warning message displayed when an expired account is specified in a budget reallocation accounting line. Default
  • Assigned to the user individually.
  • Listed under Roles on Membership tab in the user's KIM profile.
SPA Budget Reallocation Sufficient Fund Check Override
Role #131796
Namespace: KFS-FP
If a user is granted this role along with one of the two SPA BR eDoc initiator roles described above, he/she can override the warning message displayed when the specified budget reallocation amount exceeds the funds available for the specified account and SPA object class. Default
  • Assigned to the user individually.
  • Listed under Roles on Membership tab in the user's KIM profile.
SPA Budget Reallocation Department Approver I
Role #131777
Namespace: KFS-FP
This role is intended for school and department approvers who will be responsible for level 1 department approval of SPA BR eDocs.

Each organization has the option of having one, two, or no department approval nodes. Organizations with either one or two department approval nodes can request this role for one or more individuals. Note that each approver must approve the eDoc unless this approver role is assigned to a group rather than to an individual. If the role is assigned to a group, any one of the group members will be able to provide the approval needed.

If a SPA BR eDoc involves budget reallocations between accounts from multiple organizations for the same award, an Approve action request can be sent to the "SPA Budget Reallocation Department Approver I" users for each of those organizations, according to its specified routing preferences.
Derived
  • Listed under Roles on Membership tab in the user's KIM profile.
  • Assigned to the user individually, based on the routing preferences specified by the school or department for its SPA BR eDocs.
  • Requires an organization code qualifier.
SPA Budget Reallocation Department Approver II
Role #131778
Namespace: KFS-FP
This role is intended for school and department approvers who will be responsible for level 2 department approval of SPA BR eDocs.

Each organization has the option of having one, two, or no department approval nodes. Organizations with two department approval nodes can request this role for one or more individuals. Note that each approver must approve the eDoc unless this approver role is assigned to a group rather than to an individual. If the role is assigned to a group, any one of the group members will be able to provide the approval needed.

If a SPA BR eDoc involves budget reallocations between accounts from multiple organizations for the same award, an Approve action request can be sent to the "SPA Budget Reallocation Department Approver II" users for each of those organizations, according to its specified routing preferences.
Derived
  • Listed under Roles on Membership tab in the user's KIM profile.
  • Assigned to the user individually, based on the routing preferences specified by the school or department for its SPA BR eDocs.
  • Requires an organization code qualifier.
 

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