‘Financial Unit Managers’
Update: Intercompany Transactions Summary Report
Jul. 16, 2018—The Intercompany Transactions Summary report has been enhanced as follows: New Prompts User can now use the following prompts to enhance their searches of Intercompany transactions: Entity Financial Unit Transaction Status (note: the default status will be “Complete”) Party type (i.e., Provider or Receiver) Additional Transaction Information Users will now see the following additional details...
Update: New Links in PPM List and Overview Reports
Jul. 2, 2018—We have recently updated the following PPM reports to provide direct links to the related summary and details reports: Award List The Award List report now provides direct links to the related Award Overview reports. Award Overview The list of projects on the the Award Overview report now provides links to the related PPM Budget vs Actual report. Project...
Changes to SkyVU Support Contact Information
Jul. 2, 2018—Effective July 1st the way you request help using Oracle Cloud is changing. In an effort to ensure timely support, you will no longer be required to submit a ticket on the SkyVU website. Instead, you can directly contact the department that oversees the function where you’re experiencing an issue. The SkyVU Support page on the...
New FAQ: How do I identify the line type on a requistion?
Jun. 15, 2018—Procurement Requesters and Financial Unit Managers can identify the line type for a requisition by reviewing the transaction details. Catalog Requisition Lines All information regarding Catalog Requisition Line Items (i.e., items selected in Aquiire) is contained within the item hyperlink for each line. This link identifies the line items as selected from the online catalog. ...
New FAQ: What is the difference between the Expenditure Item Date, Creation Date and Accounting Date for my project’s transactions?
Jun. 15, 2018—Expenditures associated with Grants, Faculty Funds and other projects created and managed via Projects Portfolio Management (PPM) in Oracle Cloud have multiple associated dates. These dates allow for tracking of costs from both a compliance and financial reporting perspective. Expenditure Item Date The Expenditure Item Date is the date that a transaction occurs. For grants and...
New FAQ: How can I view expense reports once they have been paid?
Jun. 13, 2018—Once an expense report is paid, it will no longer display on the main Travel and Expenses page in Oracle Cloud. However, you can still search for and view these reports using the Search features within the Expenses module. This feature also allows for Expense Delegates to view prior expense reports of other users for whom they...
Renewing Purchase Orders for FY19
Jun. 13, 2018—As FY18 is coming to a close, it’s time to review and renew expiring purchase orders in preparation for FY19. If you have any purchase orders that require renewal, the Purchasing and Strategic Sourcing team has provided instructions on the Finance website. Renewals must be submitted as new requisitions in Oracle Cloud Procurement, and Financial Unit...
Tips & Tricks: Reviewing Multiple Items in an Expense Report
May. 25, 2018—If you’re reviewing an expense report with multiple items, you can save time when reviewing the expense details by using a drop-down list within an expense item. To do this: Open an Expense Report and click on one of the expenses from the list. After reviewing the first expense, click the small drop-down arrow next...
Updates to the Departmental Playbook (May 2018)
May. 15, 2018—For HCM Specialists: The HCM Costing Detail report is now available in the Departmental Playbook. This report provides you the ability to download detailed payroll data by Person, Business Unit or Department. The HCM Employee Roster report has been enhanced to include salary information for your designated area of responsibility. For Financial Unit Managers: The AP Invoice Summary report has been updated...