Overview
The article provides clear instructions on requesting workflow roles to approve PPM cost transfers in Oracle Financials Cloud (OFC). It displays a step-by-step guide to assist users in obtaining the necessary roles to approve PPM cost transfers.
Prerequisites
- If you are requesting additional or individual standard roles:
- Seek guidance on any additional roles needed before requesting roles.
- Learn more about KB0032200, How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.
- Before submitting a request, check the user roles report using the information in KB0032242, How to Look Up User Roles in Oracle.
- Review training requirements in Blink: Budget & Finance Training.
Essential Information
- Cost transfer approver roles are used to approve cost transfers in OFC.
- You are only allowed to make a request for 10 financial units at a time.
Next Steps
1. Go to the Oracle and Concur Role Request Form.
2. In Submitted by, this field populates automatically.
3. In Requested for, identify and select the person the request is for (defaults automatically and can be changed to another person).
4. In the Standard Roles Section, Does the person approve financial transactions or cost transfer in Oracle and Concur?, select Yes.
- Do not make selections for other questions on this part of the form.
5. Click the checkbox under the Acknowledgement section and click Next.
5. In Oracle and Concur Approvers, select Options.
6. Select Yes to the question: Is the person responsible for approving PPM project cost transfers on behalf of certain Financial Units?
- Select the financial units that apply
- To lookup Level C financial units, use the Chart of Accounts Panorama.
7. Select No to all other questions on the form.
8. Click the checkbox for training check.
9. Click Next.
10. Click Submit.