User Policy List Tab

CO: User Policy List Tab

Make the following menu selections to display this tab:

eFinancials—Reports—Common Reports—User Policy List or
ePO—Reports—User Policy List

Use this tab to print list of User Policies.

The User Policy List report provides a list of policies sorted by user ID and name. Depending on the selected policies, the report can include any of the following information.

This section of the report provides information on the limitations the user has when entering purchase orders. The report includes the user's spending limits, and the name of the authorizing user. In addition the report includes the over budget amount in dollars or a percentage of the budget limits, and the name of the authorizing user. Further, the report indicates whether the user can backdate a purchase order and provides email addresses for the approval cycle.

Invoice

This section of the report provides information on the limitations a user has when entering invoices. The report includes whether the user can create invoices without purchase orders. It also includes two amounts: the dollar or percentage amount by which the invoice can exceed the purchase order and still be handled by the user without further approval. It also includes the percentage by which the unit cost can vary from the purchase order line item without needing further approval.

Check

This section of the report states the lowest and highest amounts for which the user can write a check, and whether the user can force a discount when paying an invoice.

Vendor

This section of the report states whether the user can approve vendors.

Other

This section of the report provides the range of periods before and after the current period to which the user can to post. In addition, the reports states whether the user can edit imported batches. The report also states whether a budget graph displays for this user during the entry of a purchase order or an invoice.

To Print the Report

From the eFinancials menu, select Reports—Common Reports—User Policy List.
Select any of the following check boxes to include those policies on the report: PO, Invoice, Check, Vendor, Other.
Select one of the following report printing options:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.

Create Spreadsheet: Prints the report in an Excel spreadsheet.

Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.