Known Issues

Student Procurement Requester Access form in ServiceNow
- More effecient process for requesting and provisioning
- Continue using the Oracle/Orbit Access form for all other requests

Approval workflow notifications (bell icon and email) were not working Tuesday morning
- This has been resolved but transactions will not retroactively appear in the bell. Please check your BPM Worklist (Bell Icon -> Show All -> Worklist)
Backlog of supplier creations

Critical Reminders

Preferred Browser

The preferred browser for Oracle is Mozilla Firefox, though Google Chrome, and Apple Safari are also supported.
Do not use Microsoft Edge

Before submitting a ticket:

User Access

Prior to receiving Oracle access
- New hires must fully complete onboarding in Workday
- Contingent workers must be added to Workday by HRBP

Chart of Accounts

Important! The outputs of the COA Mapping Tool should not be used as the source of truth to transact in Oracle. This tool should only be used to visualize a potential translation from 10 digit FAS account to a multi-segment COA and POETAF string. Review the individual segments within Oracle to ensure your COA segments are accurate.
Upon entering a COA or POETAF string into Oracle for the first time, the combination may not be "found" in Oracle, even if it is correct. Leverage Oracle Guided Learning (OGL) in the system to guide you through the process.
The COA Hierarchies Orbit Report provides a comprehensive view of each segment's hierarchy.

Procurement

Choose the Procurement Categories - Non-Catalog and Payment Request that most closely matches your purchase.
Payment Requests in Oracle should be used in select cases only. For example, invoices with contractors and recurring payments should not use payment requests. These should have an associated purchase order.
For goods and services not found in a punchout or local catalog, a Non-Catalog Requisition should be created.

Approvals

Entity Financial Managers, Organization Financial Managers, and Project Managers possess a high degree of fiscal responsibility. As such, a critical level of detail is expected when reviewing and approving requisitions. Please look at:

All segments of the COA/POETAF string used in the requisition
Any invoice details or attachments
In particular, please ensure that the closest available category has been selected before approving (e.g., computer software should not be categorized as Office & Admin Supplies)