Subject: Requisition Review and Oracle Requisition Entry Guidelines
In the July 10 Monday Memo, the Division of Finance and Administration announced the launch later this week of a streamlined approval workflow in Oracle and Concur for research administrators (RAs) and fiscal approvers.
Effective Friday, July 14, the RA workflow approval rule in Oracle will be based on the assigned RA for each project in Project Portfolio Management. The fiscal approval workflow will be simplified to assign one fiscal approver for each department. In Concur, expense reports and Request ID (PTA) charged to contracts and grants will automatically route to RAs for review and approval before routing to the HR unit approver for final approval.
Some important reminders:
Oracle Requisition Entry Quiet Period: To facilitate a seamless transition, please don't enter new requisitions between 5 p.m. Thursday, July 13 and 8 a.m. Friday, July 14. This quiet period will enable DFA to complete the implementation tasks required for a successful transition.
Troubleshooting: Should you experience an error message on the requisition workflow, withdraw the requisition and resubmit it. If this does not resolve the error, submit a DFA incident ticket. Should you experience an error message in Concur, submit a Travel & Expense General Inquiry.
Thank you for your attention to these important matters. Your partnership and cooperation are instrumental in minimizing potential disruptions and maintaining an efficient workflow.
