Overview
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
- Learn more about, KB0032200: How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.
- This guidance only applies to users requesting for the UCSD CAMPUS business unit.
- Check the user roles report using the information in KB0032242: How to Look Up User Roles in Oracle.
- Review the section below that describes the difference between PPM billing and Receivables billing.
- Before a role request is submitted, review training requirements in Blink: Budget & Finance Training.
Next Steps
Difference between PPM Billing and Receivables Billing
Invoice through PPM:
- Contract with a customer (service agreements, consulting agreements, clinical service agreements, etc.)
- Revenue on task
- Other ad-hoc agreements
- Non-Retail Operations: PPM Project Billing is suggested due to flexibility of setting up contracts with multiple projects and tasks
- Note that recharge operations must use PPM Project billing for external revenue to reflect revenue with each service line/task
Invoice through Receivables Module:
- Point of Sale Receipts
- Other ad-hoc revenue such as retail operations due to the volume of revenue activities
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 Section, Does the person need additional standard roles intended for departmental users?, select Yes
- 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.
- 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:
- UCSD AR Adjustment Entry JR - this role has the ability to create and manage invoice adjustments in Receivables module.
- UCSD AR Invoice Entry JR - this role has the ability to create and manage invoices in Receivables module.
- 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 the checkbox for training check.
13. Click Next
14. Click Submit