Carry Forward Spreadsheet Upload Processor
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Carry Forward Spreadsheet Upload Processor
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Role Description and Responsibilities
The Carry Forward Spreadsheet Upload Processor is the agency role responsible for uploading Carry Forward Payables Spreadsheets. Role responsibilities include:
- Uploads Carry Forward Payables Spreadsheets
- Reviews receipts
Role Functions
The following table describes what the Carry Forward Spreadsheet Upload Processor does in each related Business Process and related workflows. The table also describes the related Topic and Activity found on the Florida PALM Topics and Activities list.
Topic | Activity | Business Process | Related Workflow |
|---|---|---|---|
| Processing Carry/Certified Forward Payables and Voucher | Adding/Updating an Encumbered/Unencumbered Carry Forward (CF) Payable (Receipts) | 30.3.7 Process Carry Forward Vouchers | N/A |
Processing Carry/Certified Forward Payables and Voucher | Reviewing Open Encumbrances | N/A | |
Processing Carry/Certified Forward Payables and Voucher | Managing Budget Exceptions | N/A | |
Processing Carry/Certified Forward Payables and Voucher | Monitoring CF Payables | N/A |
Conflicts with Other Roles
The table below includes the roles that conflict with the Carry Forward Spreadsheet Upload Processor, including separation of duty (SOD) conflicts and system enforced restrictions. If an agency identifies a SOD conflict that cannot be resolved, the agency must submit justification and compensating controls to Division of Accounting and Auditing (A&A) to request an exception. A&A will review the agency’s submitted request to determine if an exception will be granted.
End User Role | Type of Conflict | Reasoning |
|---|---|---|
Agency AP Supplier Processor | SOD | Users with the ability to request new suppliers or supplier updates should not have the ability to create a Carry Forward Payable for a supplier they created/updated. |
Learning Path
This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.
Topic | Activity | Learning Material |
|---|---|---|
Coming Soon |
Other Information
This section includes additional information about this role’s relationships to other roles.
- The Carry Forward Spreadsheet Upload Processor should also have the Carry Forward Payables Processor role if they are going to update the Receipts online in Florida PALM.
Version History
Date | Revision Description |
|---|---|
05/19/2025 | Original Version |
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