- oGrants approval queues will have President and CPE as their Next Queue
- FTMAPPQ Approval Queue Maintenance
- Queue ID: XXXX (limit 4-characters)
- Queue Description: Description
- Next Queue: PRES
- Queue Limit:
- Queue Level Information:
- oEffective Date: today
- oTermination Date: <blank>
- oLevel:
- ■ 1 – Grant PI, $4,999.99
- 2 – Grant Accountant/Compliance $0
- 3 – Purchasing $0
- Maintain approval queues.
- oNew staff or staff changes:
- ■ Obtain notification from HR of new hires, terminations, and position changes for anyone in approval queues (this should be part of the onboarding or exit procedures that assign and revoke system accesses)
- Obtain documentation of approved purchasing authority delegation.
- Run reports to determine all the queues which contain the approver being replaced, removed, or delegated.
- Banner report
- Replace, terminate, or add approvers in all identified queues.
- FTMAPPQ
- oNew fund or organization codes:
- ■ Obtain notification from Controller or Grant Accountant of new FUND or ORG codes.
- ■ Determine whether new FUND or ORG will slot into existing ranges for current approval queue structure.
- Create new approval queue, if necessary.
- Annually review approval queues to maintain as needed to update for any changes that were not communicated to Purchasing during the year.
- oBanner report of approval queues.
Vendor Maintenance
Responsible position(s):
Required documents and access:
- Banner – security class for vendor maintenance; should be separate from access to create vendor invoices, and print checks
- Vendor Registration Form
- IRS Form W-9