Impact23

A specific purpose of this communication is to: 1. Identify major ‘in-process’ issues that have a significant impact for our faculty and those working on contracts and grants, and 2. Provide a high-level update on the current status and scheduled projection for these issues and their resolution.

Dear Colleagues, Thank you for your patience as new procedures are developed related to the Impact23 system implementation. As requested by campus users, attached are instructions and the form for submitting requests for additional PPM Projects associated with an existing contract and grant award. The new procedure will be discussed at the 9/18 PPM Office...

The Impact23 program team is excited to inform you of upcoming enhancements to the UCR Supplier/Payee Portal registration process in Oracle, driven by valuable campus and supplier feedback. These improvements were released today, Thursday, September 28th, and they aim to address critical issues and make the registration process smoother.

Dear Colleagues, Starting next Monday, October 2, 2023, UC Riverside will introduce the new Horizon theme for Concur Travel and Expense. Concur requires this change to bring a fresh look to the platform. What's Changing? Look and Feel: The theme will feature new colors and layout. Homepage: The most significant change is the shift from...

The Impact23 program team is excited to inform you of upcoming enhancements to the UCR Supplier/Payee Portal registration process in Oracle, driven by valuable campus and supplier feedback. These improvements were released today, Thursday, September 28th, and they aim to address critical issues and make the registration process smoother.

Dear Colleagues, When submitting a Requisition, Transactors are responsible for entering or verifying the accuracy of the chartstring. When purchasing goods or services using Contract & Grant or Capital Project funding, the Project # should be entered in the first field, Project Number, and the remaining POETAF segments selected. A recurring issue has been identified...

Dear Colleagues, We have received inquiries from individual payees regarding difficulties accessing the Oracle Supplier Portal and creating their supplier profile for payment issuance. To address this concern, our program team has developed a guide specifically designed to assist payees who are not involved in procurement-related commodities (non-PO suppliers) or employment-related services, such as non-employee...

Dear Department SAAs, The Impact23 project team would like to make SAAs aware of a change requiring the immediate provisioning of Concur Phase II roles, specifically the PCard Holder and Financial Approver roles. Information was previously communicated that PCard transactions would only be loaded into Concur monthly; the team is pleased to report that PCard...

Dear Department SAAs, The Impact23 Program Concur Phase II deploys on July 5 th. As discussed in the User Groups and SAA Training sessions, Concur roles have been updated to accommodate the expanded functionality being deployed. Certain EACS actions require immediate attention to avoid disruption in workflows and reimbursement delays. While many Concur Phase I...

Dear Finance & Administrative Leaders, In our previous email communication, we introduced two digital adoption platforms (DAPs) that will supplement existing Impact23 training resources: Oracle Guided Learning and WalkMe. We also shared the WalkMe Browser Extension Installation Guidance to help your team with deployment. We are now able to provide guidance for Oracle Guided Learning...

The journey to replace our outdated financial systems commenced over two years ago. Since then, UC Riverside has invested significant intellectual capital into redesigning the new UCR Chart of Accounts (COA), business processes and configuring our new integrated systems which include: Oracle Financials; our new procurement and financial system; Concur, our new travel and expense...

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...

***Update: Due to the eBuy system being in read-only mode, Central Procurement has generated PDF copies of the favorite lists. These copies can be accessed here. Dear eBuy Transactor, As we transition to Oracle Procurement, it is crucial that we take measures to prevent any delays in recurring orders. To ensure a seamless transition, we...

As part of the Impact23 Program, the new Chart of Accounts (COA) management tool, Oracle COA Management, has launched! The functional owner of this tool is Financial Planning & Analysis (FP&A), which provides support and guidance to staff regarding chart segment requests. What can you request in Oracle COA Management? Updated description for the activity...

Dear Campus Work Order Transactor, As you may know, UCR’s planned financial systems upgrade is taking place in the coming month ( learn about Impact23). With this comes the introduction of the new Work Order System, which will replace several existing systems at UCR and will be used to submit requests that cover the following...

Please ensure your team has the needed browser extensions.

This training is designed to familiarize users with the fundamental steps of proposal development in Kuali SP and enable them to gain practical experience using the training sandbox.

Dear Department SAAs, Thank you for your assistance in provisioning roles for Oracle Training sessions. As the campus prepares for the Impact23 Program Oracle deployment, your support in assigning roles for the new production applications is requested. The appropriate assignment of user roles in your Accountability Structures is crucial for a successful implementation. To facilitate...

As the campus transitions to Oracle Procurement under the Impact23 Program, additional details on eBuy Purchase Order (PO) conversion criteria are provided below along with information on identifying converted POs in Oracle. Understanding the approach will help units prepare for any Oracle adjustments that may be needed.

In preparation for data conversion/fiscal closing, several procedural changes related to Business Meetings and Entertainment reimbursements and payments are being implemented.