FIN Information Sessions
Course Descriptions

Higher Education Information Session

     Higher Education PowerPoint slideshow

• Processing requisitions for capital projects
• PO maintenance for capital projects (including Change Requests)
• Vouchering for capital projects
• Reporting that best suits Higher Ed’s needs.

Intended Audience: All OAKS FIN users from a college or university that would like more information about the above topics.

 

Vendor Review Information Session

     Vendor Review PowerPoint slideshow

• Reviewing Vendor Information in OAKS - including Quick Steps from AP201 L2T4
• Determining if a New Vendor Needs to be Added
• Searching for a Vendor in OAKS
• OBM Forms and Procedures
• Determining if Adjustments Need to be Made to Existing Vendor Information
• Reviewing Existing Vendor Information in OAKS
• OBM Forms and Procedures
• Reviewing Payment Thresholds – referencing Job Aid FINJA044
• Entering 1099 Contact Information – referencing Job Aid FINJA089

Intended Audience: Users that want to review basic vendor information in OAKS contained in these Job Aids.

 

How To Un-Match Vouchers Information Session

     How To Un-Match Vouchers PowerPoint slideshow

• Reasons for un-matching a voucher to a purchase order
• Match Manager and Match Exceptions – referencing Quick Steps from AP210 L2T2 and Job Aid FNJA013
• Un-matching a voucher to a purchase order – referencing Job Aid FINJA082
• Timing the un-match process so that it does not rematch the same voucher to purchase order again

Intended Audience: Those that enter vouchers and need clarification about un-matching to a purchase order as described in the Job Aids above.

 

The ISTV Voucher Process Information Session: Selling and Buying Agency Procedures

     The ISTV Voucher Process PowerPoint slideshow

• Creating ISTV Receivables – referencing Quick Steps from AR210 L2T1
• Printing an ISTV – using Quick Steps from AR210 L2T2
• Entering an ISTV Voucher – referencing Job Aid FINJA015
• Applying Payments
• Payment Worksheets - including Quick Steps from AR220 L1T1
• Payment Predictor - referencing Quick Steps from AR220 L1T2

Intended Audience: Users that want an overview of the ISTV process in OAKS contained in these Quick Steps and Job Aids.

 

Deleting and Canceling Vouchers Information Session

     Deleting and Canceling Vouchers PowerPoint slideshow

• Deleting or Canceling Vouchers - using Job Aid FINJA078
• When
• How
• Deleting Vouchers Exceeding Threshold Validation – referencing Job Aid FINJA032
• Finalizing a PO – referencing Job Aid FINJA066
• Finalizing a line on a PO – referencing Job Aid FINJA066

Intended Audience: Those that enter vouchers and want an understanding of the delete/cancel process as described in the Job Aids mentioned above.

 

Creating A Catalog Requisition Information Session

     Catalog Requisition PowerPoint slideshow
     Special Request Example PowerPoint slideshow

• Reviewing Requisitioner Information in OAKS - including Quick Steps from PO210 L1T1
• Using a known contract to create a requisition for a line item stated on the contract.
• Allows requisitioner to review the contract information including the contract status, line item information, contract business unit, order contract options, and vendor location selection .
  

This information is presented as part of the PO210 training material and Quick Step: L1, Topic 1: Creating Requisitions Using Catalog Items. 

Intended Audience: Users that want to review basic contract requisition information in OAKS; users that want an overview of contract requisition for  processing requisitions, vouchers, or approvers who should confirm details when approving requisition in the requisition workflow; those that enter vouchers and want an understanding of contract information location and navigation to this information.

 

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