Oracle Process Help by Module

 

Accounts Payable  |  Accounts Receivable  |  Benefits  |  Grants Management  |  Help Desk  |  Human Resources  |  Labor Distribution  |  Payroll  |  Purchasing  |  SUNY IFR/Cost Sharing  |  Supplier File


Accounts Payable

Apply a Prepayment

Cancel an Invoice

Create a Cost Transfer

Create a Prepayment Category Refund

Create a Prepayment Invoice

Create a Supplier Record

Create an iExpense Report

Employee Lookup

Enter a Recurring Invoice

Enter an AP Invoice

Enter an AP Invoice Matched to a PO

Hold an Invoice

Inquiring on an Invoice

Inquiring on a Payment

Modify an Invoice

Property Reconciliation

Review and Modify a Supplier Record

Release an Invoice on Hold

Validate AP Invoices

Void, Reissue, Stop or Hold a Payment


Accounts Receivable

Add Comments to a Sponsor Invoice

Add or Delete a Billing Event

Adjust an Invoice

Adjust Burden Cost (F&A, Agency Fees, and Fringe Benefits)

Approve and Release an Invoice

AR Attachments in the Grants and Accounts Receivable Modules

Cancel an Approved, Released or Accepted Sponsor Invoice

Create an Advance Invoice

Create, Change or Add an Invoice Certification

Create, View and Delete a RF Federal Financial Report

Delete an Unapproved Sponsor Invoice

Placing Expenditures on Bill Hold

Query to Find an Advance Invoice Number

Regenerate a Sponsor Invoice

Reopen an Award

Split F&A Expenditures

View a Sponsor Invoice in AR

View and Print a Sponsor Invoice in Grants

View Expenditures on Bill Hold

Cash Receipts

Inquire on a Cash Receipt

Move Cash Receipts

Review Cash on an Award

Daily Cash - Post


Benefits

Change a Nonrecurring Earnings or Deductions Element

Change a Recurring Earnings or Deductions Element

Dependent Data Base

Enter a Nonrecurring Earnings or Deductions Element

Enter a Recurring Earnings or Deductions Element

Enter a Recurring Element to Enroll a Fellow in a Benefits Plan

View Custom Eligibility Table

For all other benefits administration processes, refer to the Human Resources or Payroll Process Help, the Benefits Administrator Guide or contact central office benefits administrative staff.


Grants Management

Add or Change Project Credit Recognition Information

Add or Change Award Credit Distribution Information

Add or Change Committed Effort Information

Add or Change Cost Sharing/Matching Information

Add or Change Project Credit Distribution Information

Add or Delete an Attachment on a Project

Add or Delete an Attachment on an Award

Adjust Project Funding

Budget Adjustment

Change Award Information

Change Budgetary Controls

Create a Budget

Create a Project

Create a Project for an Award that Crosses Locations

Create Standard or Template Attachments

Create a Task

Create an Award

Enter a Misc Actuals Batch

Enter New Reports and Submittal Information for Sponsor Required Reports

Enter OTPS Cost Share Expenditures Through Pre-Approved Batches

Modify Award and Project Budget

Modify Project or Task Information

Modify Standard or Template Attachments

Project Key Member Mass Update

Renewal Awards

Reverse a Preapproved Expenditure Batch

RF Payroll Encumbrance by Award

RF Payroll Encumbrance by Person Inquiry

RF Payroll Encumbrance by Project Inquiry

Run and Review the Award Summary Inquiry (RFASI)

Run and Review the Project Summary Inquiry (RFASI)

Transfer Labor Schedules for Renewal Awards


Help Desk

Run Network Test


Human Resources

Attachments Human Resources and Payroll

Change Assignment Data

Change People Information

Change People Information Personnel Data

Change Primary Address

Change Recurring Earnings or Deductions Element

Correct Absence Detail

Emergency Contacts

Enter a Fellow Record

Enter an Additional Assignment to an Employee's Record

Enter an Additional Job to an Employee's Record

Enter an Adjustment to a Leave Balance

Enter an IFR or Cost Sharing Record

Enter an Element for Paid Time Off (PTO)

Enter an Employee Record

Enter O*NET Occupation Name

Enter Paid Time Off (PTO) Leave Usage

Enter a Recurring Earnings or Deductions Element

List People by Special Information

Place an employee on FMLA or Military Leave of Absence

Place an Employee on Leave of Absence

Reactivate a Terminated Record

Rehire or Reactivate a Terminated Person

Terminate a Person

Update an IFR or Cost Sharing Record

View Paid Time Off Accrual and Usage Balances

View Usage Detail for PTO, FMLA, or Military LOA


Labor Distribution

Attachments in Labor Distribution

Define Distribution Adjustments

Enter a Labor Schedule for an IFR or Cost Sharing Participant

Enter an IFR or Cost Sharing Record

Enter or Update an Employee Labor Schedule

Enter a Retro Labor Schedule

Update a Labor Schedule for IFR or Cost Sharing Participant


Payroll

Assign Earnings Elements to a Fellow to Process Retroactive Payment

Change a Nonrecurring Earnings or Deductions Element

Change a Recurring Earnings or Deductions Element

Change Assignment Data

Change People Information

Change Primary Address

Change Tax Information

Emergency Contacts

Enter Additional Assignment to a Person Record

Enter a Nonrecurring Earnings or Deductions Element

Enter a Recurring Earnings or Deductions Element

Enter Bi-Weekly Hourly Encumbrance for a Person

Enter Employoee Record

Enter Fellow Record

Enter Hourly Time

Enter Hourly Time in Time Reporting System

Enter or Change a Payment Method

Monitoring Controls Over Payroll Processing

Process Retroactive Pay for a Salaried Employee

Query RF Payroll Check Inquiry Form

Reactivate a Terminated Record

 

Review Payroll Data in the KBACE Kube Manager

Run Quick Pay

Save and Import a Custom KBACE Template

Terminate a Person


Purchasing

Attachments in the Purchasing Module

AutoCreate a Purchase Order

Cancel a Purchase Order

Create a Blanket Purchase Order Projection

Create a Blanket Purchase Projection

Create a Blanket Release

Create, Modify or Query Ship-to Bill-to and Direct Inquiry Information

Create a Purchase Order

Create a Requisition

Inquire on POs Creating a Balance Difference Using Oracle Purchasing

Inquiry on Purchase Orders

Modify a Purchase Order

Modify or Cancel a Requisition

Print a Purchase Order


SUNY IFR/Cost Sharing

Enter a Labor Schedule for an IFR or Cost Sharing Participant

Enter an IFR or Cost Sharing Record

Update a Labor Schedule for IFR or Cost Sharing Participant

Update an IFR or Cost Sharing Record

SUNY Quick Pay User Help


Supplier File

Attachments in the Supplier Module

Create a Supplier Record

Create or Release a Supplier Hold

Employee Lookup

Review and Modify a Supplier Record