Dear Department SAAs,
An urgent action is required to facilitate the conversion of eBuy purchase orders. Please immediately assign the following EACS Oracle Financial role:
- “UCR Purchasing Department Fiscal Approver JR” (Approver). Assign this role to the financial manager(s) in your respective Accountability Structures before July 3rd. This action is crucial for the smooth execution of Purchase Order conversion activities that the Central Procurement team will undertake to modify purchase orders that were only partially converted (e.g., POs with negative lines). Without these role assignments, these manual corrections will fail workflow processing.
Other important Oracle Financial procurement/payables role assignments:
- “UCR Purchasing Department Transactor JR": This role will provide access to initiate change order requests to make any necessary adjustments/corrections and add COA values such as Flex1 & Flex2 to converted POs, as appropriate. We kindly request your immediate attention and cooperation in ensuring these roles are assigned to the appropriate individuals in EACS (Oracle Cloud Financials application) before the specified July 3rd deadline. This will ensure the PO conversion process will run smoothly.
- “UCR Purchasing Receiving JR”: This role is essential to ensure POs can be promptly received. Receiving is a critical action to enable payment to our suppliers. Remember Oracle only allows one Receiver per PO. If the designated Receiver on the PO needs to be updated, Department Transactors will have the ability to process a change order to initiate the update. The change order routes to the UCR Purchasing Department Fiscal Approver JR and all changes will be captured in the Document Change History.
- “UCR Payable Department Fiscal Approver JR” (Approver). Assign this role to the financial manager(s) in your respective Accountability Structure. This action will ensure that invoices over $10K can appropriately route for approval to ensure prompt payment to our suppliers.
For additional information on the new Oracle roles, please review the attached SAA Training slide deck - https://drive.google.com/file/d/1lWqCA5c5K7lhMGiA4Lnx6LYKz8MUGn9P/view?usp=sharing
Your collaboration and contributions to the Impact23 Program are truly appreciated.
Sincerely,
Bobbi McCracken
Associate Vice Chancellor and Controller
Business & Financial Services
http://bfs.ucr.edu/
