Series: : Analytical Accounting
Role ID:AA MANAGER* Role Name: Analytical Accounting manager 

Responsible for module setup



 Series: : Collections Management
Role ID:CM MANAGER* Role Name: Collections Manager 

Manager of the Collections Department

Role ID:CM STAKEHOLDER* Role Name: Collections Stakeholder 

Ability to view and report on Collections information

Role ID:COLLECTOR* Role Name: Collector 

Performs daily Collections tasks



 Series: : Depot Management
Role ID:DP MANAGER* Role Name: Depot Management Manager 

Responsible for all of the Depot Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:DP STAKEHOLDER* Role Name: Depot Management Stakeholder 

Can view and report on Depot Management information.

Role ID:DP TECHNICIAN* Role Name: Depot Management Technician 

Responsible for applying parts and labor to existing service calls.



 Series: : Field Service
Role ID:CA AGENT* Role Name: Contract Agent 

Responsible for contract entry, maintenance and billing.

Role ID:CA MANAGER* Role Name: Contract Administrator 

Responsible for all of the Contract Administration Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:CA STAKEHOLDER* Role Name: Contract Stakeholder 

Can view and report on Contract Administration information.

Role ID:CL AGENT* Role Name: Service Call Agent 

Responsible for entering service calls, updating and completing service calls.

Role ID:CL DISPATCHER* Role Name: Service Call Dispatcher 

Responsible for entering, dispatching, updating and completing service calls.

Role ID:CL MANAGER* Role Name: Service Call Administrator 

Responsible for all of the Service Call Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:CL STAKEHOLDER* Role Name: Service Call Stakeholder 

Can view and report on Service Call Management information.



 Series: : Financial
Role ID:ACCOUNTING MANAGER* Role Name: Accounting Manager 

Tasks include reviewing and approving accounts payables, accounts receivables, payroll and bank transactions, processing general ledger transactions, managing the accounting department including month-end and year-end processes.

Role ID:BOOKKEEPER* Role Name: Bookkeeper 

Tasks include creating and paying vendor invoices, creating sales invoices, billing customers, receiving payments, reconciling bank statements, printing financial statements, and closing the books at the end of the month.

Role ID:CERTIFIED ACCOUNTANT* Role Name: Certified Accountant 

Tasks include managing and maintaining the general ledger, managing fixed assets, managing bank accounts, and performing auditing services.



 Series: : Fixed Assets
Role ID:FA MANAGER* Role Name: Fixed Assets manager 

Responsible for all of the Fixed Asset management. Everything from setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:FA STAKEHOLDER* Role Name: Fixed Assets stakeholders 

Ability to view and report on Fixed Assets information



 Series: : HRP Suite
Role ID:HR ADMIN-HRP SUITE* Role Name: HR Administrator for HRP Suite 

Tasks include setting up certifications, licenses, training records, employee health & wellness and future effective benefits.

Role ID:HR GENERALIST-HRP SUITE* Role Name: HR Generalist for HRP Suite 

Tasks include entering employee information related to certifications, licenses, training records and employee health & wellness.



 Series: : Human Resources
Role ID:HR GENERALIST* Role Name: Human Resources Generalist 

Performs common Human Resources tasks

Role ID:HR MANAGER* Role Name: Human Resources Manager 

Manager of the HR Department Access to set up, data archive, and view information.

Role ID:HR STAKEHOLDER* Role Name: Human Resources Stakeholder 

Executive responsible for P&I. Can view and report on Human Resources information.



 Series: : Manufacturing
Role ID:MFG ADMIN* Role Name: Manufacturing Administrator 

Manager of the MFG Department Access to set up, data archive, and view information.

Role ID:MFG_INQUIRY* Role Name: Manufacturing Reporting and Inquiry 

Access to all reporting and inquiry windows and reports.



 Series: : Payables Management
Role ID:AP CLERK* Role Name: Account Payables Clerk 

Tasks include processing vendor invoices, paying bills, reconciling bank accounts, working with vendors, and assisting with payables month-end and year-end closing procedures.



 Series: : Payroll
Role ID:PA TIMESHEET CLERK* Role Name: Project Accounting timesheet clerk 

Can enter employee timesheets

Role ID:PAYROLL ADMIN-HRP SUITE* Role Name: Payroll Admin for HRP Suite 

Tasks include setting up overtime rate calculations, deductions in arrears, payroll integration to payables, pay policies, labor accruals & reporting, posting payroll hours, paid time off and payroll future effective benefits.

Role ID:PAYROLL CLERK* Role Name: Payroll Clerk 

Tasks include entering employee information, collecting time sheets, processing payroll checks for employees, and managing income tax reporting.

Role ID:PAYROLL CLERK-HRP SUITE* Role Name: Payroll Clerk for HRP Suite 

Tasks include entering employee information related to overtime rate calculations, deductions in arrears, pay policies, labor reporting, and paid time off.



 Series: : Preventive Maintenance
Role ID:PM AGENT* Role Name: Preventive Maintenance Agent 

Responsible for entering PM schedules and events. Also, responsible for generating preventive maintenance service calls.

Role ID:PM MANAGER* Role Name: Preventive Maintenance Manager 

Responsible for all of the Preventive Maintenance. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:PM STAKEHOLDER* Role Name: Preventive Maintenance Stakeholder 

Can view and report on Preventive Maintenance information.



 Series: : Project Accounting
Role ID:PA BILLING CLERK* Role Name: Project Accounting billing clerk 

Can enter billing transactions

Role ID:PA EQUIPMENT CLERK* Role Name: Project Accounting equipment log clerk 

Can enter equipment logs

Role ID:PA EXPENSE CLERK* Role Name: Project Accounting employee expense clerk 

Can enter employee expenses

Role ID:PA INV TRANSFER CLERK* Role Name: Project Accounting inventory transfer clerk 

Can enter inventory transfers

Role ID:PA MANAGER* Role Name: Project Accounting manager 

Responsible for module setup, master record creation and period end procedures.

Role ID:PA MISC CLERK* Role Name: Project Accounting miscellaneous log clerk 

Can enter miscellaneous logs

Role ID:PA PURCHASING CLERK* Role Name: Project Accounting purchasing clerk 

Can enter purchasing transactions

Role ID:PA REVENUE CLERK* Role Name: Project Accounting revenue recognition clerk 

Can enter revenue recognition transactions

Role ID:PA STAKEHOLDER* Role Name: Project Accounting stakeholders 

Can view and report on Project Accounting information

Role ID:PA TIMESHEET CLERK* Role Name: Project Accounting timesheet clerk 

Can enter employee timesheets



 Series: : Purchase Order Processing
Role ID:OPERATIONS MANAGER* Role Name: Operations Manager 

Tasks include ensuring the timely and cost-effective delivery of products, and managing the operations of the inventory, engineering, production, plant management, shipping, and receiving departments.

Role ID:PURCHASING AGENT* Role Name: Purchasing Agent 

Tasks include reviewing minimum and maximum inventory levels, entering purchase orders, monitoring purchase order statuses, entering contact information for new suppliers, and inspecting bills for overcharged items.

Role ID:PURCHASING MANAGER* Role Name: Purchasing Manager 

Tasks include entering contact information for new suppliers, negotiating and maintaining contracts with suppliers, determining future production needs, and placing purchase orders.

Role ID:SHIPPING AND RECEIVING* Role Name: Shipping and Receiving 

Tasks include receiving shipments from vendors, verifying received shipments against purchase orders, monitoring late shipments and receipts, ensuring that goods are stored properly, and shipping orders to customers.



 Series: : Receivables Management
Role ID:AR CLERK* Role Name: Account Receivables Clerk 

Tasks include entering sales invoices, processing cash receipts, preparing collection letters, and assisting with receivables month-end and year-end closing procedures.

Role ID:CUSTOMER SERVICE REP* Role Name: Customer Service Representative 

Tasks include answering customer service calls, verifying the status of stock items, processing and entering sales orders, authorizing customer returns, and returning goods to a supplier.



 Series: : Returns Management
Role ID:RT AGENT* Role Name: Returns Management Agent 

Responsible for entering, receiving, processing and closing Return Material Authorizations and Return To Vendor transactions.

Role ID:RT MANAGER* Role Name: Returns Management Administrator 

Responsible for all of the Returns Management. Everything from Setup, to daily transactions and maintenance to period end closing and reporting.

Role ID:RT STAKEHOLDER* Role Name: Returns Management Stakeholder 

Can view and report on Returns Management information.



 Series: : Revenue and Expense Deferrals
Role ID:RED CLERK* Role Name: Revenue and Expense Deferrals Clerk 

Performs daily Revenue and Expense Deferrals.

Role ID:RED MANAGER* Role Name: Revenue and Expense Deferrals manager 

Responsible for all of the Revenue and Expense Deferral management. Everything from setup, to daily transactions and maintenance.



 Series: : Sales Order Processing
Role ID:ORDER PROCESSOR* Role Name: Order Processor 

Tasks include verifying that there is sufficient inventory for an order, sending new orders to production, verifying orders so that they are shipped correctly and completely, and collaborating with other departments on product issues.



 Series: : System Manager
Role ID:IT OPERATIONS MANAGER* Role Name: IT Operations Manager 

Tasks include managing network and server applications, creating reports in the enterprise resource planning system, and determining when new software and hardware is needed.



 Series: : Warehouse
Role ID:WAREHOUSE MANAGER* Role Name: Warehouse Manager 

Tasks include managing periodic physical inventory counts, verifying the status of sales orders, managing inventory transfers, and overseeing the pick/pack/ship process.