Grants Management Transaction Analysis Duty

Code Name

FBI_GRANTS_MANAGEMENT_TRANSACTION_ANALYSIS_DUTY

Job Roles

This duty role is related to the following job roles:

• Grants Accountant

• Grants Administrator

• Grants Department Administrator

• Principal Investigator

Subject Areas

This duty role secures access to the following subject areas:

• Payables Invoices - Transactions Real Time

• Receivables - Transactions Real Time

Business Questions

This duty role secures access to data that can answer the following business questions:

• Which suppliers have invoices frequently put on a particular hold?

• What portion of transactions is made up of invoices, credit memos, chargeback, or debit memos?

• What is the total amount of transactions for a specific customer?

• What approval actions are applied to an invoice?

• Which transactions affect the customer open balance for collections purposes, but not the general ledger account balance?

• What is the total amount of all transactions for the period by business unit?

• Which invoices for a particular business unit, supplier, and supplier site have a specified approval status?

• What are the details for an invoice including related purchase order, amounts, and payment details?

• Which invoices or invoice lines are placed on hold?

• Which invoices are currently on hold and are preventing period close?

• Which invoices are currently pending approval?