Oracle R12 Financials Forms and Useful Documents

Requests for access to Oracle Financials (R12) using the old Excel forms, are no longer being accepted. Any Excel forms which are received will be sent back to the requester with a link to the new form. Please follow the links in the sub-section 'User Forms' to be re-directed to the online forms for Oracle Financials access.

Access Request FAQ's
User Forms
Chart of Accounts Forms
Departmental Forms
Useful documents for Oracle Financials

Access Request FAQ's

As of the 1st January 2019, Financial Systems have replaced the Excel based access request froms with new online forms. These forms are intended to 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 Add New Shopper: Add up to five shoppers with access to procure goods and services only.

Oracle R12 User Access Form: Setup, amend and remove Oracle R12 users for a variety of finance related roles.

Additional Reporting Tools Access Request form - User this form to request access to additional Finance related systems and tools

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

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)

eExpenses Cost Centre Activation Form (XLS)

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

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

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

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.