|
Role Name
|
Owner/Approver
|
Definition
|
| SLH - Accounts Receivable |
Tip Vandall |
This role contains all roles for the Accounts Receivable functions. |
|
SLH – AP Admin
|
Mark Conklin
|
This role is for the administration of all accounts payable functions within the system.
|
| SLH - Case Management |
Mike Argall and/or Errin Rider |
This role is for case management including "Non Conforming Event Management (NCEM). |
|
SLH – Finance
|
James Sterk
|
This role includes all functions of Finance Administration in the system. General Ledger as well as financial reporting administration.
|
|
SLH – Fixed Assets Admin
|
James Sterk
|
This role includes all functions associated with the Fixed Asset module within the system.
|
| SLH - General Ledger |
James Sterk |
Maintenance role for managing accounts and subaccounts (GL Strings). |
| SLH - Human Resourses |
Nancy McLean |
Maintenance for employee records. |
| SLH - Inventory Management |
ENV - Steve Strebel / Clinical - Mike Argall |
This role covers all inventory movements and management in the system. |
|
SLH – Master Data Customers
|
Mike Argall (LID)
|
This role manages the create, change, and delete function for customer accounts (excluding Vendors).
|
| SLH - Master Data Customers |
Steve Strebel (OHD) |
This role manages the create, change, and delete function for customer accounts (excluding Vendors). |
|
SLH – Material Master
|
Mark Conklin (Purchasing)
|
This role manages creating, changing, and activating/inactivating materials (Items) in the system.
|
| SLH - Material Master |
Mike Argall (LID) |
This role manages creating, changing, and activating/inactivating materials (Items) in the system. |
| SLH - Material Master |
Steve Strebel (OHD) |
This role manages creating, changing, and activating/inactivating materials (Items) in the system. |
|
SLH – Purchasing Admin
|
Mark Conklin
|
This role includes all aspects of purchasing in the system including vendor and pricing maintenance.
|
|
SLH - Email Integration
|
OIS
|
This role is for outbound email integration to route return emails to WSLH email accounts sent from Acumatica.
|
| SLH - Report Builder |
Allen Benson |
This role creates and maintains custom system inquiries. |
|
SLH – Requestor / Receiver
|
Mark Conklin
|
This role is for all associates responsible for creating purchasing requests and/or doing receiving in the system.
|
| SLH - Sales/CRM |
Mike Argall (LID) |
This role is for Sales and Customer Relationship Management. |
| SLH - Sales/CRM |
Steve Strebel (OHD) |
This role is for Sales and Customer Relationship Management. |
| SLH - Security Admin |
Allen Benson |
This role assigns security roles to users. |
|
SLH – View All
|
View Only (Only Manager Approval Required)
|
This role allows for complete view access into Acumatica including the ability to execute reports. This role has no operational access to create, change and/or delete within the system.
|
|
SLH – Administrator
|
Allen Benson
|
This is for system administration within Acumatica.
|