Oracle Financials Training By Role
Training only needs to be completed according to the responsibilities being used within the role being taken.R01- Senior Finance User
You will require this role if you have overall responsibility for the financial management of the department.
- Purchasing One
- iProcurement
- Accounts Payable One
- Accounts Receivable Three
- Grants One
- General Ledger Two
Essential
Navigation
Introduction to Purchase to Pay
Purchase Requisitions
Entering Supplier Invoices and Credit Notes
Managing Invoices on Hold
Managing Non Standard Invoices
Introduction to Managing the Sale of Goods & Services in Accounts Receivable
Managing the Sale of Goods & Services in Accounts Receivable
Introduction to Managing Research Awards & Projects
Managing Research Awards & Projects
Managing Research Awards & Projects: Transactions
Introduction to General Ledger
General Ledger
VAT Basics
Recommended
Non Standard Purchase Requisitions
Financial Planning - Actions from Month End Reporting
Managing Research Awards & Projects: Workshop
Introduction to Departmental Projects
Trust Funds
Using ADI
VAT specific to responsibilities
R02- Finance Assistant
You will require this role if you are responsible for entering, enquiring and reporting on transactions in the following modules; Purchasing, iProcurement, Accounts Receivable, General Ledger. Enquiry only access will be granted to Accounts Payable where a request is made for a purchasing limit to be set.
- Purchasing One
- iProcurement
- OX AP Enquiry
- Accounts Receivable One
- Grants Enquiry
- General Ledger One
Essential
Navigation
Introduction to Purchase to Pay
Purchase Requisitions
Introduction to Managing the Sale of Goods & Services in Accounts Receivable
Managing the Sale of Goods & Services in Accounts Receivable
Introduction to General Ledger
General Ledger
VAT Basics
Introduction to Managing Research Awards & Projects
Managing Research Awards & Projects
Recommended
Non Standard Purchase Requisitions
Financial Planning - Actions from Month End Reporting
Introduction to Departmental Projects
Trust Funds
Using ADI
VAT specific to responsibilities
R03 - Finance Assistant with Accounts Payable
You will require this role if you are responsible for entering, enquiring and reporting on transactions in the following modules; Purchasing, iProcurement, Accounts Payable, Accounts Receivable, General Ledger. NB: No Purchasing Limit can be given.
- Purchasing One
- iProcurement
- Accounts Payable Two
- Accounts Receivable One
- Grants Enquiry
- General Ledger One
Essential
Navigation
Introduction to Purchase to Pay
Purchase Requisitions
Introduction to Managing the Sale of Goods & Services in Accounts Receivable
Managing the Sale of Goods & Services in Accounts Receivable
Introduction to General Ledger
General Ledger
Entering Supplier Invoices and Credit Notes
Managing Invoices on Hold
Managing Non Standard Invoices
VAT Basics
Introduction to Managing Research Awards & Projects
Managing Research Awards & Projects
Recommended
Non Standard Purchase Requisitions
Using ADI
VAT specific to responsibilities
R04 - Purchasing User
You will require this role if you are responsible for raising requisitions, receiving goods/services, reporting and managing purchase orders within the department.
- Purchasing One
- iProcurement
- OX AP Enquiry
(If you will only be approving requisitions and reporting then please see "Purchasing Enquiry - with Notifications" at the bottom of page).
Essential
Navigation
Introduction to Purchase to Pay
Purchase Requisitions
Recommended
Non Standard Purchase Requisitions
VAT Basics
R05- Accounts Assistant (Payables)
You will require this role if you are responsible for entering, reporting and managing purchase invoices within the department.
- OX purchasing Inquiry
- Accounts Payable Two
Essential
Navigation
Introduction to Purchase to Pay
Entering Supplier Invoices and Credit Notes
Managing Invoices on Hold
Managing Non Standard Invoices
Recommended
R06 - Accounts Assistant (Receivables)
You will require this role if you are responsible for entering sales invoices and/or cash receipts, reporting and managing sales invoices and/or receipts.
- Accounts Receivable One
Essential
Navigation
Introduction to Managing the Sale of Goods & Services in Accounts Receivable
Managing the Sale of Goods & Services in Accounts Receivable
Recommended
Internal Trade
Introduction to General Ledger
R07 - Accounts Assistant (General Ledger)
You will require this role if you are responsible for entering journals, posting approved journals and reporting financial transactions.
- General Ledger One
Essential
Navigation
Introduction to General Ledger
General Ledger
Recommended
Using ADI
Using Excel for Financial Reporting
R08 - Stores Supervisor
You will require this role if you are responsible for the overall management of a store. This includes issuing and returning goods out of and into stores, performing cycle counts and managing stock takes. You will also be able to raise purchase requisitions, manage purchase orders and receipt goods.
- Purchasing One
- Inventory Two
- Order Management Two
- GL Enquiry
Essential
Navigation
Introduction to Purchase to Pay
For Purchase Requisition, Inventory and Sales Order Management training please contact the Training Team (University access only)
Recommended
For Non Standard Purchase Requisitions please contact the Training Team (University access only)
R09- Stores User
You will require this role if you are responsible for managing the day to day issues and returns out of and into stores and performing stock counts. You will also be able to raise purchase requisitions, manage purchase orders and receipt goods.
- Purchasing One
- Inventory One
- Order Management One
- GL Enquiry
Essential
Navigation
Introduction to Purchase to Pay
For Purchase Requisition and Inventory training please contact the Training Team (University access only)
Recommended
For Non Standard Purchase Requisitions and Internal Trade training please contact the Training Team (University access only)
R10 - Grants Officer
You will require this role if you are responsible for the financial management and reporting on grants.
- OX AP Enquiry
- Grants One
- GL Enquiry
Essential
Navigation
Introduction to Managing Research Awards & Projects
Managing Research Awards & Projects
Managing Research Awards & Projects: Transactions
Recommended
Introduction to General Ledger
Managing Research Awards & Projects: Workshop
Introduction to Purchase to Pay
Introduction to Departmental Projects
Introduction to FEC and Resolve Workshop
R11 - PIs and other Academic Staff
You will require this role if you are responsible for managing the spend against budget on a grant.
- Grants Enquiry
- GL Enquiry
Essential
Navigation
Introduction to MRAP
Introduction to Managing Research Awards & Projects
Managing Research Awards & Projects
Recommended
Introduction to General Ledger
Introduction to FEC and Resolve Workshop
R12- Departmental Sales
You will require this role if you enter sales invoices and/or receipt income in a department with it's own Accounts Receivable function.
- Accounts Receivable Two
Navigation
Introduction to Managing the Sale of Goods & Services in Accounts Receivable
Managing the Sale of Goods & Services in Accounts Receivable
Purchasing Enquiry- with Notifications
If you will only be approving requisitions and reporting on departmental purchase orders and receipts then please contact the Training Team (University access only) to arrange Approvals training.