PO Reporter

Role Description and Responsibilities 

The PO Reporter is the agency and DFS role which can run PO reports and access PO data via inquiry pages. Role responsibilities include:

• Reviews related reports
• Reviews and monitors encumbrances
• Reviews PO/encumbrances through inquiry pages
• Reviews and monitors Carry Forward Payable Receipts
• Reviews related Carry Forward Payable reports
• Reviews Carry Forward Payable Receipts through inquiry pages

Role Functions

The following table describes what the PO Reporter 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.

Conflicts with Other Roles

The table below includes the roles that conflict with the PO Reporter Role 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.

Learning Path

This table shows the available learning materials for each of the Topics and Activities this End User Role will be assigned.

Other Information

This section includes additional information about this role’s relationships to other roles.

• The PO Reporter role is automatically assigned in conjunction with the following roles (e.g., Processor, Approver) when they need access to run reports related to Encumbrances/POs or Receipts:
  • Agency Encumbrance Approver
  • Agency Encumbrance Processor
  • Agency PO Spreadsheet Upload Processor
  • Carry Forward Payables Processor
  • DFS Purchasing System Encumbrance Maintainer
• The Agency Encumbrance Viewer and Carry Forward Payables Viewer roles are automatically assigned to the PO Reporter role and do not require separate assignment.

Version History