Error: User does not have authority to post to chart...

  • Updated

This error occurs when the users are attempting to checkout a requisition or an approver is actioning an invoice. The steps provided below will assist with resolving this matter.

 

Why This Error Occurs

Banner employs strict security profiles for every user. Even if a FOAPAL is valid and active, the API will block any transaction if the "posting user" is not explicitly authorized to use that Chart of Accounts, Fund, or Organization (Orgn) code in their profile.

 

Summary of Key Forms

Banner FormPurpose
FOMPROFMain User Profile; controls primary Chart authority.
FOMUSOROrganization Security Maintenance
FOMUSFNFund/Fund Type Security Maintenance
FTVSDATCheck if the user is restricted by any system-data (SDAT) security records.

 

Action Steps in Banner

To resolve this, a Banner Security Administrator or Finance Lead must update the user's profile.

Step 1: Verify the User (FOMPROF)

  1. Ensure you know which Banner ID is performing the task within Unimarket.
  2. Navigate to the User Profile Maintenance form (FOMPROF).
  3. Search for user.
  4. If their profile does not generate, then create a profile and assign security permissions.
  5. Proceed to step 2 if the user exists.

 

Step 2: Update the User Profile (FOMPROF)

  1. Navigate to the User Profile form (FOMPROF).
  2. Enter the User ID (e.g., Banner ID).
  3. Ensure the Chart field includes the Chart of Accounts code mentioned in the error (e.g., 1 or A).
  4. If your institution uses Fund/Orgn Security, ensure the code is assigned using the corresponding form. 
  5. Proceed to step 3.

 

Step 3: Check Organization Security (FOMUSOR) / Fund Security (FOMUSFN)

  1. Navigate to the User Organization Security form (FOMUSOR).
  2. If enabled, ensure the user has been granted access to the specific Organization Code used in the transaction, or set them to have "All Organization" access.
  3. Verify if Organization Security is enabled for the Orgn Code. By selecting the level of access from the Self-Service Budget Development pull-down list: None, Query, Query and Posting.
  4. Repeat this process for Fund/Fund Type Security form (FOMUSFN).

 

Resolving in Unimarket

Once the permissions have been granted in Banner:

  1. If error occurred at Checkout: Ask the user to retry submitting the requisition.
  2. If error occurred when approver was taking action: Ask the approver to retry approving the requisition.

 

Pro-Tip: If your institution recently added a new Chart of Accounts for a new fiscal entity or grant. You must remember to manually add that chart to the UNIPO user profile in FOMPROF, as it is not automatically inherited.