Completing the ES FINANCIALS ACCESS Form

Please provide your name, contact details and associated Budget Unit.

Uni ID (or User Number): To be granted access to the ES Financials system, you must provide either an employee (7 digits) or affiliate (6 digits) number depending on your status within the University. This number is the same number used to setup email accounts. If you are not sure of your appropriate number, please consult your Local IT Support Staff. When you know your number, please tick your appropriate status that is related to the number. Please note, the letter U has only been added for illustrative purposes. The actual Uni ID for affiliates starts with an 'A'.

Operator roles define what functions, pages and reports you will be granted access to, depending on the role that you are to perform. You can be assigned multiple roles per module, if you are performing multiple roles. To determine which operator roles you need access to, please refer to the web page http://info.anu.edu.au/fbs/assets/Training_and_Support/ESP_Financials_Getting_Started/roles.rtf Some roles such as approvers and officers include all enquiry functions for that module without having to apply for a separate enquiry role e.g. AP_OFFR automatically includes all AP_ENQ functions therefore a user need only apply for AP_OFFR.

Please indicate your primary (default) Business Unit.

This section need only be completed for operators with Approval access (XX_APPR) or those required to enter Inventory requisitions (i.e. MSRs so a role of IN_STREQ) or Asset Management Transfers. Do not complete if operator only has other access.

This defines which department id's an operator will have update access to. If the operator is to have access to all departments within a Business Unit, then please just write All <Business Unit> eg All JCSMR. If the operator is to have update access to the whole of the University, then please write All ANU (access for all ANU is restricted).

Please also indicate your default department ID.

Location codes are used to identify the physical location of requisitioners and the location codes for delivery of items. The primary location code is to be nominated for all operators that have functional access (that is, non-enquiry access) or for operators that are to have goods / services requisitioned by or for them. The delivery location code is only required for operators that are to have goods / services requisitioned by or for them.

Buyer (Purchase Orders): Please indicate whether your details are to be provided on relevant Purchase Orders as the key contact person.

Requestor (Requisitions): Please indicate whether your details are to be provided on requisitions.

Default Buyer (Uni ID): The Uni ID of the Buyer you wish to have as your default (if you have selected ‘Yes’ to being a buyer, you do not need to complete this field).

Default Requestor (Uni ID): The Uni ID of the Requestor you wish to have as your default (if you have selected ‘Yes’ to being a requestor, you do not need to complete this field).

Conditions for Acceptable Use of Communication and Information Systems can be viewed from following web page http://info.anu.edu.au/Policies/_PVC/Policies/Acceptable_Use_Communication_Information.asp