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Oracle Financials Update July 14, 2005 - Tana Hutchison - Cindy Min - Scott Watanabe

Oracle Financials Update July 14, 2005 - Tana Hutchison - Cindy Min - Scott Watanabe Agenda Update on Major Initiatives PCard iOU Commitment and Financial Management Reporting Question/Answer Session PCard Agenda Project Overview New Functionality Sample Screen Shots

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Oracle Financials Update July 14, 2005 - Tana Hutchison - Cindy Min - Scott Watanabe

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  1. Oracle Financials UpdateJuly 14, 2005 - Tana Hutchison - Cindy Min - Scott Watanabe

  2. Agenda • Update on Major Initiatives • PCard • iOU • Commitment and Financial Management • Reporting • Question/Answer Session

  3. PCard Agenda • Project Overview • New Functionality • Sample Screen Shots • Training and Communication Plans

  4. Project Overview • Planned Go-live October 2005 • Process for developing the new application • Focus Groups • Convened in early 2005 • Representative users from across campus • Meet regularly with Project Team members • Field Studies • Performed at users’ desks • Understanding of existing use and challenges with administrative applications • Prototyping and Iterations • Screen Mock-ups reviewed before development begins and throughout the entire development process • Usability Studies ensure that the flow of the screens and other information is “user-friendly”

  5. New Functionality • New Features include: • Level 3 data • Provides detail at the line item level. • Favorites • Users will have their own personal favorites for charge accounts and routing lists. • Preferences • A preferences page allows the user to tailor the application to suit their own preferences. • Email Notifications-This will be a yes/no option to decide whether you want to receive email notifications. • Result Set Size- Users will be able to enter how many transactions they wish to see at one time when performing a search.

  6. New Functionality, continued • New Features , continued: • Parallel Routing • No more than five approvers at a given level. • An approver can edit the transaction if they are the only approver at a given level. • FYI’s • FYI email notifications will be built into the system. • Multiple FYI notifications can be generated. • Approver Returns • Approvers will have the ability to return transactions back to the verifier.

  7. PCard Home Page-DRAFT

  8. Verifier Workbench-DRAFT

  9. Approver Notification Page-DRAFT

  10. Approver Workbench-DRAFT

  11. PCard Search Page-DRAFT

  12. PCard Favorites Page-DRAFT

  13. Favorite Account Setup Page-DRAFT

  14. Favorite Routing List Setup Page-DRAFT

  15. Training and Communication • Training, September – December 2005 • Demos • Classroom Training • Online Tutorials • Weekly Friday “Open Labs” available for extra help

  16. PCard • What questions do you have?

  17. iOU Agenda • Introduction • Project Overview • New Functionality • Application Tools • Prototype Screen Shots

  18. What is iOU? • Reimbursements • Advances • Other Checks • Petty Cash

  19. Project Overview • Same look and feel as Pcard, iJournals and iBudgets • Early Adopter Rollout, December 2005 • Campus-wide Rollout, Early 2006 • Training Classes and Demos, October 2005 – January 2006

  20. Project Overview, continued • Process for developing new application • Distributed User Focus Groups • 20 to 30 participants • Met once or twice a week with Project Team members for several months • Field Studies • Performed at users’ desks • Understanding of existing use and challenges with administrative applications • Central Office • Travel and Reimbursement, Business Analyst from H&S, and Internal Audit

  21. New Functionality • Web Entry Forms – All Modules • Data Access Security • Approval Routing (Parallel or Sequential), Multiple FYIs • Transaction Routing • Enhanced Workflow Notifications

  22. New Functionality, continued • Favorites, Preferences and User Templates • Multiple Payees – Human Subject, Royalties, and Honoraria • Clearing Advances • Transaction Inquiry • Imaging software will link images of receipts to Oracle records

  23. New Functionality, continued • Queue Management (T&R) • Transaction Review and Edit (T&R) • Reassign Originators and Processors (T&R) • Cancel Transaction (T&R) • Reissue Payments (T&R)

  24. New Functionality, continued • Automatic Approval of Petty Cash Transactions (T&R) • Post Transaction Auditing (T&R) • Tax Reporting (T&R)

  25. Application Tools • Alcohol Tax and Tip Calculation • Per Diem Calculation • Mileage Rate Calculation • Import Spreadsheet – Human Subject and Petty Cash • Copy Existing Transaction • Approver Authority Lookup

  26. iOU Prototype Home Page

  27. iOU Home Page - Prototype

  28. iOU Home Page – Prototype, continued

  29. iOU Home Page – Prototype, continued

  30. iOU Prototype Reimbursement

  31. iOU Reimbursement - Prototype

  32. iOU Reimbursement – Prototype, continued

  33. iOU Reimbursement – Prototype, continued

  34. iOU Reimbursement – Prototype, continued

  35. iOU Prototype Advances

  36. iOU Advance - Prototype

  37. iOU – Advance Prototype, continued

  38. iOU Prototype Clearing Advance

  39. iOU Clearing Advance - Prototype

  40. iOU Clearing Advance – Prototype, cont’d

  41. iOU Clearing Advance – Prototype, cont’d

  42. iOU Prototype Other Check – Single Payee

  43. iOU Other Check Request - Prototype

  44. iOU Other Check Request – Prototype, continued

  45. iOU Prototype Other Check – Multiple Payee

  46. iOU Multiple Payee Request – Prototype

  47. iOU Multiple Payee Request – Prototype, continued

  48. iOU Multiple Payee Request – Prototype, continued

  49. iOU Prototype Alcohol Tax and Tip Calculation Tool

  50. Application Tool - Prototype

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