Buy-to-Pay Roles and Responsibilities Matrix

as Applicable to a Single Transaction

This matrix describes the roles and responsibilities associated with the BFS Buy-to-Pay cycle. It also shows which roles and responsibilities may be exercised, and may not be exercised, by one BFS user for a single transaction.

The roles are:

Each role has direct responsibilities – actions that its members are responsible for. These responsibilities/actions are noted in green and by "Yes". For example, a Requisition Creator has a responsibility to create requisitions.

Roles also have actions that they may have the capability to do in addition to the direct responsibility. In order to exercise these additional actions, the user must be assigned additional BFS roles. These responsibilities/actions are noted in yellow and by "Possible". For example, a Requisition Creator could also receive goods and services if assigned the Receiver role.

Finally, there are actions that role members should not perform for any single transaction in compliance with proper separation of duties. These responsibilities are noted in grey and by "No". For example, a Requisition Creator should not both create and approve a requisition.

ROLES ACTIONS
Shop and Assign Carts1 Create Req2 Approve Req2 Create PO Create Change Order Receive3 Inspect3 Create Voucher Approve Voucher
Shopper1 Yes Possible No No No Possible Possible No No
Requisition Creator Possible Yes No No No Possible Possible No Possible
Requisition Approver Possible No Yes No No Possible Possible No Possible
Buyer No No No Yes Yes No No No No
Receiver Possible Possible Possible No No Yes Possible No No
Inspector Possible Possible Possible No No Possible Yes No No
Voucher Creator No No No No No No No Yes No
Voucher Approver Possible Possible Possible No No Possible Possible No Yes

Legend

Yes User has the capability to perform this action.
Possible User may have the capability to perform this action if provided a secondary role.
No User should not perform action.

Footnotes

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