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


 This article provides guidance on How to Request to Roles for Billing Customers in PPM or AR (Standard Roles). Please use the Oracle and Concur Role Request form to request access.

Essential Information

Next Steps

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

  1. Do not make selections for other questions on this part of the form.

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.

  1. Use this article to find out who is assigned to approver groups, KB0033069: How to Lookup Role Request Approvers.

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

11. Select the following roles:

  1. UCSD AR Adjustment Entry JR - this role has the ability to create and manage invoice adjustments in Receivables module.
  2. UCSD AR Invoice Entry JR - this role has the ability to create and manage invoices in Receivables module.
  3. UCSD PPM Project Budget and Contract Manager JR - this role has the ability to manage budgets and contract billings for projects in PPM.

12. Click Next

13. Click Submit


If you need any additional assistance, please submit a ticket here.