Weekly Digest, 17th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense

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12/08/20

Updates & Resolutions

Oracle Stale Worklist Notifications

The worklist in Oracle displays transactions pending approval. Occasionally the worklist was displaying multiple notifications if a requisition was resubmitted more than once (e.g. the requisition was rejected or withdrawn and then resubmitted). This cluttered the worklist and made it difficult to determine which notification needed to be acted upon.

Oracle has corrected the issue and the stale notifications should no longer be appearing in the worklist for any new requisitions moving forward. We are working with Oracle to retroactively clean up the old notifications, however you can also remove them manually.

Concur Travel Requests with Projects

We shared in our 14th edition that more identifiable information in Oracle was in the works for Travel Requests with project commitments.

You can now see a new PPM Commitment Number, displaying the Concur Request ID/identifier and the name of the traveler.

Services & Support Payment Request

You may have noticed some new changes on the Payment Request form in Services & Support. We added a new pop-up screen for entering COA/POETAF information. Have questions about COA/POETAF? Please reach out to your department fund manager.

Payables Ledger Discrepancies

We are continuing to tackle the GL and PPM payables discrepancies as we determine the root causes. We are correcting the postings related to the integration between Concur and Oracle for gift card and human subject payments. We will be contacting anyone who has an impacted transaction to let them know about the corrections being made.

Resources

Join the Budget & Finance CoP

This Community of Practice (CoP) is a dedicated space focused on bringing the UC San Diego community together to share and crowdsource best practices, ideas, and answers related to budget and finance topics. Membership is open, and we encourage anyone on campus to participate in the dialogue. Stop by and visit the CoP!

Concur KBA

The Knowledge Base Article on How to Submit a Travel Expense Report was updated to include steps for University Card transactions and claiming prepayments.

Oracle KBA

A Knowledge Base Article on How to Create a Change Order to Edit POET Information on an Oracle Purchase Order has been created.

Upcoming Events & Trainings

Payment Compass Webinar

Due to popular demand, IPPS will be hosting a second virtual in-person webinar on Payment Compass registration. This second session will take place on December 14th at 9:00am. Topics will include Payment Compass functionality, the invitation process, and the registration process. Sign up for the course via this link or by searching Payment Compass Webinar in UC Learning.

Office Hours Schedule

As a friendly reminder, Monday Office Hours are now hosted in the afternoon from 1:00 PM - 2:00 PM. Wednesday office hours will continue from 9:00 AM- 10:00 AM.

Feel free to consult the Office Hours Support Blink page if you have any doubts about the time. Our hours are listed under the Procure to Pay and Travel & Expense domain.

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?

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