Defining Role Types

To define role types, use the role types component (RE_PARTY_TYPE).

This topic provides an overview of role types and discusses how to define role types.

Page Used to Define Role Types

Page Name	Definition Name	Usage
Role Types Page	RE_PTY_TYPE	Define role types.

Understanding Role Types

Role types enable you to define the many contacts stored within your PeopleSoft Lease Administration system. They are also used to identify critical date recipients. You can set up a role as a role type. Role types can be a lease administrator, portfolio manager, landlord, tenant, billing clerk, payables clerk, bank contact, and so on.

After you set up the role type, you associate the role category to determine approval processing. When auto-approval is enabled, roles that are assigned the role type of Internal Administrator and Internal Manager can activate leases. If auto-approval is disabled, only the role that is assigned to the Internal Manager role type can activate leases.

Note:

You must define at least one role type for your PeopleSoft Lease Administration system.

Note:

Role types are not used as a security feature in PeopleSoft applications.

Role Types Page

Use the Role Types page (RE_PTY_TYPE) to define role types.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Lease Administration, and then User Roles, and then LA Role Types

Field or Control	Description
Role Category	Your selection determines the actions for each role that you define. Four role categories are available: External Contact: A contact that is not an employee of your organization. A contact can be a supplier or service personnel, such as a sale representative from a janitorial supply company or a repair man. Internal Administrator: An employee of your organization who has access to the PeopleSoft Lease Administration system to enter or maintain a lease. A lease administrator or a lease entry clerk is an example of an internal administrator. Internal Manager: A manager of your organization who has access to the PeopleSoft Lease Administration system to validate a lease. A portfolio manager is an example of an internal manager. Lease Principal: A landlord or tenant for a lease.

Field or Control

Description

Role Category

Your selection determines the actions for each role that you define. Four role categories are available:

External Contact: A contact that is not an employee of your organization. A contact can be a supplier or service personnel, such as a sale representative from a janitorial supply company or a repair man.

Internal Administrator: An employee of your organization who has access to the PeopleSoft Lease Administration system to enter or maintain a lease. A lease administrator or a lease entry clerk is an example of an internal administrator.

Internal Manager: A manager of your organization who has access to the PeopleSoft Lease Administration system to validate a lease. A portfolio manager is an example of an internal manager.

Lease Principal: A landlord or tenant for a lease.