Concur

As a reminder, please do not click Cancel Request when you no longer need the Request (i.e. Travel) as it creates duplicate commitments. 

Upon further review, it has also been determined that the Close/Inactivate Request button is not working properly. As we work to resolve this issue, the Close/Inactivate Request button has been removed from the Request form.

In the meantime, please leave those Requests open and submit a Services & Support case to Travel & Expense if you have questions.

Oracle

The Retrogen punchout is now live. Retrogen offers a wide range of DNA sequencing, human genomics, and genetic research services while using the most advanced technologies to provide reliable and consistent data.

Invalid Deliver-to location

The Trade St-Preferred address was intended for IPPS-use only and has been removed from Oracle. If you get an error message stating that your "deliver-to location is invalid," it’s likely that this address had been set as your profile default and you will need to update your default address. Pro tip: To find the address that best describes your location, search by building name first, and then select the corresponding Preferred address associated with your building.

Weekly Digest

To mitigate overlapping content and minimize the number of weekly emails that go out to our subscribers, IPPS weekly updates will be published and distributed with the Budget & Finance Weekly. If you are subscribed to the IPPS Weekly Digest or the Business & Finance listserve, you will now receive one combined weekly message. In keeping with our Digest's purpose and timeline, the consolidated weekly update will arrive in your inbox on Tuesdays filled with concise announcements, training resources, and tips & tricks.

Concur

When editing the workflow, approvers can enter the percentage sign (%) in the search text field as it will list all available approvers for that Approval level. This is helpful when your Financial Unit has multiple Department Head or Special Entertainment approvers.

Oracle

To find processed Payment Requests in Oracle, look up the RITM number within the Invoices module.

A new KBA has been created to assist in reading the Approval Flow in order to see what approvals are still needed on a document. 

Concur

Want a recap of features and processes in Concur? Select Explore Concur! on the home landing page & start your tour.

WalkMe

New Concur Class Schedule for Q1-2021

• Concur: Event and Expense Reimbursements
• UC San Diego Travel: Before You Go
• UC San Diego Travel: Reporting Expenses
• University Procurement Card Program

New KBAs

• How to resolve COA/POETAF Errors in Concur - Error information and resolution steps 
• How to reconcile a Procurement Card OR T&E Card Fraudulent Charge in Concur - Step-by-step guide to reconciling Fraudulent Card Charges in Concur

Happy Holidays

We wish you the best this holiday season. Thank you for your support in 2020. See you in 2021!

Have questions about these updates?

SUBSCRIBE to join the IPPS News mailing list.