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  • Finance: Create allocations
  • Finance: Create transfers
  • Finance: Execute fiscal year rollover
  • Finance: Manually release encumbrance
  • Finance: View, edit, create fiscal year
  • Finance: View, edit, create fund and budget
  • Finance: View, edit, create group
  • Finance: View, edit, create ledger
  • Finance: View, edit, delete fund and budget
  • Inventory: View instances, holdings, and items
  • Invoice: Approve invoices
  • Invoice: Can view, edit and create new Invoices and Invoice lines
  • Invoice: Download batch file from invoice record
  • Invoice: Pay invoices
  • Orders: Update encumbrances
  • Orders: View order lines
  • Orders: View orders
  • Organizations: View, edit, create

Some notes I took while meeting with Ann:

  • FBO doesn't create POs; but they need to be able to search and view agreements and orders
  • we'll want to create a View/View set of permissions for FBO students