How to Request to Roles for Billing Customers in PPM or AR (Standard Roles)


Overview


 Use the Oracle and Concur Role Request form to request access

Critical Concepts


Steps to Take


Difference between PPM Billing and Receivables Billing

Invoice through PPM:

Invoice through Receivables Module:

 

Requesting Oracle System Roles

1. Use Oracle and Concur Role Request to request access

2. In Requested for, enter your email address, or email for person you are requesting on behalf of

3. In Email, will populate the submitter's email address for you to confirm is for the correct person

4. In Standard Roles SectionDoes the person need additional standard roles intended for departmental users?, select Yes

5. Click the checkbox to under the Acknowledgement section

6. Click Next

7. In Oracle System Roles, select Options

8. In What Financial Business Unit is the person requesting roles for?, select UCSD Campus

9. In Select the Financial Unit that should approve this access request, enter the name or code of the Financial Unit you work for to ensure your request is approved properly

10. In Which Financial domain(s) does the person work in, select the boxes for PPM General Projects and Accounts Receivable

11. Click Next

12. Click Submit

If you still have questions or need additional assistance, please submit a ticket