Change in Routing of Banner Finance and Smart Source Access Requests
November 19, 2015
To enhance the University’s internal controls and ensure proper segregation of duties, all access and approval requests for Banner Finance and Smart Source will transition from Procurement Services to the Office of the Comptroller. Research Accounting Services will now be responsible for providing access and expenditure authority to all externally sponsored research funds and General Accounting will be responsible for coordinating access and expenditure authority all other FOAPAL (Fund-Org-Account-Program-Activity-Location) elements, including internally funded research funds. This change not only improves the University’s controls, but also enhances the customer service provided to users. General Accounting and Research Accounting Services are the two departments responsible for setting up chart elements (i.e. funds, orgs, accounts) and are in the best position to immediately assign the appropriate access and approvers at the time of issuance of a new chart element.
Effective immediately, requests for access to a fund or org in Smart Source or for expenditure authority across the systems (SSR100 or SSR200) are to be sent to email@example.com for all funds that are not externally funded research related. Requests for new externally sponsored research funds or advance funds stem from the pre-award to post-award hand-off process. Access and expenditure authority for externally sponsored research funds for Principal Investigators and Department Administrators will automatically occur through this process, as it has in the past, by Research Accounting Services. However, if adjustments to the access or expenditure authority are needed due to staffing changes, these requests can be made directly to firstname.lastname@example.org. Continue to route your Smart Source role requests (shopper, requester, or requester plus) to email@example.com.
If you need additional information or clarification, please do not hesitate to email firstname.lastname@example.org or email@example.com or firstname.lastname@example.org as appropriate.