For help or additional information regarding the Banner Finance Security form, please contact Penney Doughtie doughtiep@ecu.edu or call 328-2706 or Anne Suggs suggsa@ecu.edu or call 328-2663.    

Accounts Payable User Roles:

Regular finance users will not be granted security access to Account Payable, the following departments will have AP security access:

• AP
• General Accounting
• ITCS
• Materials Management
• Institutional Trust Funds
• Student Store
• Systems Coordination

AP for Specials Funds: Institutional Trust Funds and Foundation accountants that enter direct payments.

AP for Systems Accountants: Systems Coordination Employees.

AP for ITCS: ITCS Programmers.

AP Staff: Accounts Payable Employees.

AP for Student Store: Student Stores Employees that enter payment request.

AP for Student Store Supervisor: Supervisor of Student Stores Staff.

AP Supervisor: Supervisor of Accounts Payable Staff.

AP for Comptroller: Financial Services Accountants.

AP for Check Recon: Employees that are responsible for reconciling the bank statement.

AP for Xtender Staff: Accounts Payable Employees that are responsible for scanning and indexing invoices.

AP for MM Staff: Materials Management Employees that are responsible for vendor maintenance.

AP for Patient Billing: Brody SOM Patient Billing and Reimbursement Employees.

AP for Student Loans: Student Loans Employees.


If assistance is needed regarding the selection of Accounts Payable user roles, please contact Christie Harrison harrisonc@ecu.edu.

General Ledger User Roles:

GL SSB Inquiry and Budget Transfers: Users that need FOAPAL Inquiry Access and/or enter state fund Budget Transfers.

GL INB or ID Charges: Users that need FOAPAL Inquiry Access and/or as data entry for ID Charges or Encumbrances. This option automatically includes Self Service Banner.

GL Admin and Finance Accountants: Admin and Finance Accountants for East and West Campus.

GL Systems Coordination: Systems Coordination Employees.

If assistance is needed in the selection of General Ledger user roles, please contact Penney Doughtie doughtiep@ecu.edu or call 328-2706 or Anne Suggs suggsa@ecu.edu or call 328-2663.

Accounts Receivable User Roles:

AR Department Misc Cash Receipts:  Users that will enter cash receipts.

AR Supervisor Misc Cash Receipts:  Employees of the Cashier's Office.

If assistance is needed in the selection of Accounts Receivable user roles, please contact Coretta Peel peelc@ecu.edu.

Fixed Assets User Roles:

FX Inquiry: Regular finance users that need fixed assets access to view departmental fixed assets information.

FX Supervisor Level 1: Access to add, update, delete and approve transactions, includes table maintenance.

FX Supervisor Level 2: Access to add, update transactions.

** The Fixed Assets Supervisor Level 1 & 2 are only available to employees of the Department of Fixed Assets. 

 
If assistance is needed regarding the selection of Fixed Assets user roles, please contact Jane Manning manningja@ecu.edu.

Research Accounting User Roles:

RA Department Administrator-PI:  This role is for the departmental support staff who assist with the management of externally funded sponsored programs and PI-Primary Investigators that are the recipient of external project funds and are the awarding agency specified project director.

RA Grant Administrator:  This role is for the staff of the Grants and Contracts Office who manage and monitor all externally funded sponsored programs.

RA Capital Improvements:  This role is for the staff of the Financial Services who manage and monitor capital improvement projects.

RA Special Funds:  This role is for the staff of the Special Funds Office who manage special fund projects that must be accounted over multiple fiscal years.

If assistance is needed regarding the selection of Research Accounting user roles, please contact Steve Ayers ayerss@ecu.edu.

Purchasing & Procurement User Roles:

PORT Shopper: A person who needs access to shop for items but who cannot create requisitions.

PORT Requsitioner: Anyone who needs to create requisitions for departments on campus.

PORT Division Approver: The person who approves requisitions for a Department or Division.

PORT ECU Approver: A person who approves special categories of purchases for the entire campus.

PORT AP: Used by Accounts Payable, query access only.

The user roles listed below are only available to employees of the Department of Materials Management.

PORT Administrator: A person who does user management, catalog management, reports, organization set up, field management, and customization of PORT. This person has access to all of the roles listed below.

PORT Supplier Administrator: A person who is responsible for maintaining the Supplier List by adding new suppliers, freezing unacceptable suppliers, and communicating with and answering question for the requisitioner.

PORT Storeroom: A person who works in the Medical Stores or Central Warehouse Stores and needs access to PORT to facilitate the ordering and distribution of orders.

PORT Buyer: A person who is a buyer for the university, who is responsible to evaluating purchases, placing items out for bids, and releasing the Purchase Order for final review.

PORT MM: A person who works in Materials Management and needs access to the PORT system to facilitate university purchases.

PORT Reporting: A person who is responsible for generating queries and reports.

PORT Stores Clerk: Stores Clerk.

PORT Stores Manager: Stores Manager.

PORT Medical Stores Clerk: Medical Stores Clerk.

PORT Medical Stores Manager: Medical Stores Manager.

If assistance is needed regarding the selection of PORT user roles, please contact Chuck Boulinea boulineac@ecu.edu.

Organizations Selection Section:

The Banner Finance Security Form is structured by Organization number.  The Organization Selection Section allows the user to select the organization numbers that are in the user's area of responsibility.  To select multiply organization numbers, use the scroll bar and press the control (CTRL) key and highlight the desired organization numbers from the list.

Ship to Code:

'Ship to code' is required if a Purchasing and Procurement user role is selected. The 'Ship to Code' determines the shipping address on purchase orders. If a new 'ship to code' is needed, please contact Chuck Boulinea boulineac@ecu.edu.