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  3. R12 Access and Support
  4. R12 Forms and Tools
  5. Oracle Financials Forms

Oracle Financials Forms

Following the rollout of new online service request forms on the 1st January 2019, requests for access to R12 Oracle Financials using the old Excel forms, will no longer be accepted. Any that are received will be sent back to the requester with a link to the new form.

Access Request FAQ's

As of the 1st January 2019 Financial Systems will be replacing Excel based access request froms with new online forms. These forms will bring significant improvements in usability and security, significantly reducing the processing required and improving visability and auditability.

Whist we have attempted to make these forms as easy to use as possible we have provided some basic FAQs and guidence documents:

Oracle R12 User Access Service Request FAQ  (PDF)

Oracle R12 Authorised Signatory and User Reports Service Request FAQ (PDF)

Financial Systems Reporting Tools Service Request FAQ (PDF)

If you have any feedback or questions on these forms please contact the financial systems service desk on financials@admin.ox.ac.uk or (01865 (2)84800

User Forms

Authorised Signatory & User Reports: Maintain the departmental authorised signatories for Financials changes using the Authorised Signatories form.

Oracle R12 User Access Form: Setup, amend and remove Oracle R12 users, including Multiple New Shoppers.

XL Connect & Month End Dashboard access: Request access to XL Connect reporting tool and the Month End Dashboard. For GL Connect Access please contact your divisonal finance office.

BFT Access: Request access to BFT (Budgeting and Forcasting Tool)

Oracle 11i Read Only Access form  (62kb) Read Only access to legacy data on Oracle 11i.

R12 Oracle Responsibilities

UO iProcurement - Shopper

Shop for items, create requisitions and receive purchase orders. View, change, copy and cancel own purchase requisitions and view, change and copy your group's purchase requisitions and purchase orders.

UO iProcurement - Goods In

Receive purchase orders only. This role is intended for goods in/stores staff who carry out receipting as part of their job but do not require access to shop for items.

UO iProcurement - Finance Preparer

Shop for items, create requisitions, approve requisitions within your cost centre range, edit charge accounts and/or project expenditure type, receive purchases. View, change, copy and cancel your own and your group's purchase requisitions and purchase orders. This role will be allocated to users with a position of 3-8 in their departments hierarchy

UO Purchase Order Enquiry

View and print purchase orders.

UO Buyer Work Centre

Access to the Buyer Work Centre, which allows POs to be generated from requisitions at any time, new supplier requests to be made, and the management of POs. This role should be allocated to the department buyer only.

UO Projects Departmental Enquiry

View details of all projects within the role-holder's department(s). Monitor project expenditure and status of these projects.

UO Projects Manager

View details of all projects that the role-holder is a project manager on. Monitor project expenditure and status of these projects.

UO Projects Departmental User

View details of all projects within the role-holder's department(s). Monitor project expenditure and status of these projects. Split and transfer transactions between projects. Create project journals.

UO Projects Departmental Enquiry

View details of all projects within the role-holder's department(s). Monitor project expenditure and status of these projects.

UO Projects Manager

View details of all projects that the role-holder is a project manager on. Monitor project expenditure and status of these projects.

UO Projects Departmental User

View details of all projects within the role-holder's department(s). Monitor project expenditure and status of these projects. Split and transfer transactions between projects. Create project journals.

UO Receivables Enquiry

Inquire on invoices, credit notes, receipts, customer and collections information.

[XX] Receivables

Raise sales invoices and credit notes. Email invoices and credit notes to customers. Print invoices and credit notes. Inquire on invoices, credit notes,  receipts, customer and collections information.

UO Receivables Enquiry

Inquire on invoices, credit notes, receipts, customer and collections information.

[XX] Receivables

Raise sales invoices and credit notes. Email invoices and credit notes to customers. Print invoices and credit notes. Inquire on invoices, credit notes,  receipts, customer and collections information.

UO Reports User

Access to the reporting tool which will allow reports for all modules to be run.

UO User Access Reports

Access to run user access reports which can be used to review access in your department, find segregation of duties issues or identify approvers for requesitions charged to projects.

XL Connect
 

XL Connect is designed to enable users to run reports from within Excel, without having to long into Oracle Financials separately. XL Connect uses the same security as Oracle R12 and will only allow you to run reports that are available to you through Oracle reporting.

Month-End Dashboard
 
To run the Month-End Dashboard, you will need the following minimum Oracle access (where XX stands for your department code). Please note edit access should not be requested for the purpose of running reports.
Oracle access required to run the Month-End Dashboard
Minimum Oracle access required Alternative (edit) access
XX General Ledger Enquiry XX General Ledger Sal
XX General Ledger
UO Payables Enquiry XX Payables
XX Payables No Holds Release
UO Internal Trade User
XX Projects Departmental User Enquiry UO Projects Departmental User
UO Purchase Order Enquiry UO iProcurement - Finance Preparer
UO Buyer Work Centre
XX Receivables  
UO User Access Reports  

 

If you require additional access, please complete the Oracle user access online service request.
 
User Access Dashboard
 

To run the User Access Dashboard, you will need the following minimum Oracle access:

Oracle access required to run the User Access Dashboard
Oracle access required Alternative (edit) access
UO User Access Reports N/a

 

If you require additional access, please complete the Oracle user access online service request.
 

For more information on running and working with the Month-End and User Access Dashboards, please visit the Dashboards pages.

Chart of Accounts Forms

New Cost Centre  (XLS): Set up a new code(s)

Change Cost Centre Parent (XLS): Change Parent: Move position in hierarchy

Reopen, close or rename Cost Centre (XLS): Change Cost Centre: Reopen, close, rename and change default VAT recovery rate of an existing code(s) 

New Source of Funds (XLS): Set up a new code(s)

Reopen, close or rename Source of Funds (XLS): Reopen, close or rename an existing code(s)

Change Source of Funds Parent (XLS): Change Parent: Move position in hierarchy

New Natural Account (XLS): Set up a new code(s)

Change Natural Account (XLS): Rename or change the hierarchy of an existing code(s)

Payroll Cost Allocation Form (XLS)

Departmental Forms

New Department Setup (XLS) Set up a new department or change an existing department. For further guidance on how and when this form should be used, please cotact the Financial Reporting Team by emailing financial.reporting@admin.ox.ac.uk.

New and Change Location Code (XLS): Set up a new Location Code (Delivery Site).

Location Codes Listing (XLS): Guidance and Existing Location Codes.

I can't find the form I am looking for

Please note that the ADI Access Form is now obsolete as this is no longer required for reporting on R12. However if access is required for legacy version 11i ADI then users should contact Financial Systems Service Desk at financials@admin.ox.ac.uk. In addition, the PI/Requestor Form is now part of the Project setup.

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FINANCIALS R12 LIVE

R12 TRAINING ENVIRONMENT

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Financials R12 Live Practice Environment
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Available
19 Sep 2019, 08:24 5 Jun 2019, 14:53

Contact Us

 : Financial Systems
       Finance Division
       University of Oxford
       23-38 Hythe Bridge Street
       OX1 2ET

 : financials@admin.ox.ac.uk
 : 01865 (2) 84800
 : Contact Financial Systems    

 : Opening hours:
       8.00am - 5.00pm
       Monday - Friday (except Bank
       Holidays, Easter and
       Christmas)

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