Weekly Digest 7th Edition - Oracle Procurement & Accounts Payable and Concur Travel & Expense

View this email in your browser

09/29/20

Updates and Resolutions

Oracle Auto-rejected Requisitions Resolved

IT Services and Oracle were able to correct the issue that was auto-rejecting requisitions in Oracle Procurement. You can now submit new orders as well as resubmit rejected requisitions.

To resubmit a previously rejected requisition, start on the Purchase Requisitions homepage, then navigate to Recent Requisitions or Manage Requisitions. From the requisition, navigate to the Actions dropdown, select Edit, then select Resubmit.

We are actively monitoring and working with Oracle on a subset of requisitions placed by Facilities Maintenance (FM) that are still being auto-rejected. We will provide an update to FM as soon as the issue is resolved. Reminder: If submitting a requisition that references an FM FinU: Be sure to populate either the Work Order number or check the Overhead Indicator.

Payment Compass

Receipt status of invoices submitted after 09/23 is now viewable in Payment Compass. The status “Received” means the invoice has been successfully uploaded into Payment Compass and is in the queue to be processed by Accounts Payable. Please be advised that the timeline to process an invoice is currently at 15 days.

COA Failed Validation in Concur Resolved

As of 09/19, the issue of COA Failed Validation for Event Requests in Concur has been resolved. You should be able to use the "Food - Dine In, Delivery, Pick up" expense type as needed.

Bookstore Catalog in Oracle

You can now order items from the UC San Diego Bookstore via Oracle Procurement. The Bookstore carries a large selection of emblematic supplies, medical instruments, and accessories at exceptional pricing and offers free delivery to departments, staff, and faculty on campus.

Training and New Resources

Training

Oracle: Buying and Paying for Financial Unit Approvers Update

As of the class on 10/08, the approver training will include instruction on using the Purchase Orders module in Oracle. Sign up today in the UC Learning Center.

Oracle: Buying and Paying for PO Requisitioners Update

As of the class on 10/15, the shopper training will include instruction on using the Purchase Orders module in Oracle and using the Non-PO request form in Services & Support. Sign up today in the UC Learning Center.

Office Hours

Procure-to-Pay and Travel & Expense Office Hours

Remember to attend our office hours hosted every Monday and Wednesday, 9AM - 10AM. Our teams are available to answer questions about Oracle Procurement, Concur, Procurement Card, Non-PO payments and invoices. Join us on Zoom.

New Resources

Check out the new Blink page with a guide on Concur Event Expense Types, associated COA account values, and guidance on when to use them.

Tips & Tricks

Oracle Invoice Requester Approval

Reminder: The Requestor designated on an order during checkout is the person responsible for confirming receipt of goods on invoices $5,000 or above related to inventorial equipment OR any invoice $10,000 or above. To confirm receipt the Requestor will need to approve the invoice in Oracle. This approval is in addition to approval from the FinUnit Approver. More information about invoice approval can be found in this KBA.

Concur Alert Notifications: Warning vs. Error

Alert notifications with a yellow triangle (Warning) does not stop you from submitting your request/report. It provides any relevant information regarding your document.

Alerts with a red exclamation mark icon (Error) is notifying you of an error occurring with your request/report. You will not be able to proceed without clearing the error.

View more on Concur User Interface Icons.

Travel & P-Card Expense Reports in Concur

Delegate-Prepared Travel & Procurement Card Expense Reports in Concur

Although cardholders and travelers take the final step to submit the report themselves as a means of certification, delegates can click on Submit Report first to preview any alert notifications. This would aid in resolving any potential errors prior to the cardholder/traveler taking action.

About the Weekly Digest

Each Tuesday Integrated Procure-to-Pay Solutions (IPPS) will share new information and important updates related to Oracle Procurement, Oracle Accounts Payable, and Concur Travel & Expense. We value your time so we’ll keep the updates short and to the point!

Have questions about these updates?

Contact IPPS through Services & Support

FORWARD this edition to a friend or colleague.

SUBSCRIBE to join the IPPS News mailing list.

This email was sent to <<Email Address>>
why did I get this? unsubscribe from this list update subscription preferences
UC San Diego Integrated Procure-to-Pay Solutions · 9500 Gilman Dr · University Of California San Diego · La Jolla, CA 92093-5004 · USA