Oracle Procurement: Roles

Last Updated: September 24, 2024 6:37:17 AM PDT

There are three main roles available in Oracle Procurement & Payables: PO Requisitioner, Financial Unit Approver, and Requester.

In Oracle Procurement, key roles are integral to the system, ensuring a streamlined procurement process and effective financial oversight. It's important to remember that these roles provide universal purchasing authority across units, so individuals need be mindful when shopping to ensure they are making purchases solely for their own department. This overview outlines the responsibilities and authority levels associated with each role.

Request new roles using the Oracle and Concur Role Requests form in Services and Support.

Role Name	Description
PO Requisitioner	The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. They are assigned one of four levels of purchasing authority: $0, $500, $2500, $5000. PO Requisitioners can submit shopping carts below their purchasing authority without requiring financial unit approval. Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning. By default, the PO Requisitioner will be indicated as the Requester unless the PO Requisitioner enters someone else's name in the Requester field on each line item during checkout.
Requester	The Requester is the point of contact on the Purchase Order. By default, the PO Requisitioner will be indicated as the Requester unless the PO Requisitioner enters someone else's name in the Requester field on each line item during checkout. The Requester's name will appear on the Purchase Order sent to the supplier as the primary contact and will have any shipments associated with the Purchase Order directed to them. The Requester will be responsible for approving invoices associated with the Purchase Order if: The invoice is for inventorial equipment ($5,000 and over) The invoice is $10,000 or over When approving invoices, the Requester is responsible for approving or rejecting based on whether or not goods or services have been fulfilled satisfactorily.
Financial Unit (FinUnit) Approver	The FinUnit Approver is responsible for approving all financial transactions related to Procurement, Payables, and Travel & Expense in both Oracle and Concur. Use the Business Analytics Hub to look up roles (including Financial Unit Approvers) in Oracle. Instructions on how to do so can be found in the How to Look up User Roles in Oracle KBA. FinUnit approvers are responsible for approving: Requisitions above the purchasing authority of the PO Requisitioner All non-PO invoices PO invoices $10,000 and over

Role Name

Description

PO Requisitioner

The PO Requisitioner is the individual who submits the shopping carts for approval in Oracle Procurement. They are assigned one of four levels of purchasing authority: $0, $500, $2500, $5000. PO Requisitioners can submit shopping carts below their purchasing authority without requiring financial unit approval.

Employees and affiliates will automatically have access to Oracle with the PO Requisitioner $0 role. Those receiving a role with a delegated purchasing authority ($500, $2500, $5000) will be required to watch a video on Oracle Procurement in UC Learning.

By default, the PO Requisitioner will be indicated as the Requester unless the PO Requisitioner enters someone else's name in the Requester field on each line item during checkout.

Requester

The Requester is the point of contact on the Purchase Order. By default, the PO Requisitioner will be indicated as the Requester unless the PO Requisitioner enters someone else's name in the Requester field on each line item during checkout.

The Requester's name will appear on the Purchase Order sent to the supplier as the primary contact and will have any shipments associated with the Purchase Order directed to them.

The Requester will be responsible for approving invoices associated with the Purchase Order if:

The invoice is for inventorial equipment ($5,000 and over)
The invoice is $10,000 or over

When approving invoices, the Requester is responsible for approving or rejecting based on whether or not goods or services have been fulfilled satisfactorily.

Financial Unit (FinUnit) Approver

The FinUnit Approver is responsible for approving all financial transactions related to Procurement, Payables, and Travel & Expense in both Oracle and Concur. Use the Business Analytics Hub to look up roles (including Financial Unit Approvers) in Oracle. Instructions on how to do so can be found in the How to Look up User Roles in Oracle KBA.

FinUnit approvers are responsible for approving:

Requisitions above the purchasing authority of the PO Requisitioner
All non-PO invoices
PO invoices $10,000 and over

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