Oracle Financials Forms and Useful Documents

Requests for access to Oracle Financials (R12) using the old Excel forms, are no longer being accepted. Any Excel forms which are received will be sent back to the requester with a link to the new form. Please follow the links in the sub-section 'User Forms' to be re-directed to the online forms for Oracle Financials access.


Access Request FAQ's

As of the 1st January 2019, Financial Systems have replaced the Excel based access request froms with new online forms. These forms are intended to bring significant improvements in usability and security, significantly reducing the processing required and improving visability and auditability.

Whist we have attempted to make these forms as easy to use as possible we have provided some basic FAQs and guidence documents:

Oracle R12 User Access Service Request FAQ  (PDF)

Oracle R12 Authorised Signatory and User Reports Service Request FAQ (PDF)

Financial Systems Reporting Tools Service Request FAQ (PDF)

If you have any feedback or questions on these forms please contact the financial systems service desk on financials@admin.ox.ac.uk or (01865) (2)84800


User Forms

Authorised Signatory & User Reports: Maintain the departmental authorised signatories for Financials changes using the Authorised Signatories form.

Oracle R12 User Access Form: Setup, amend and remove Oracle R12 users, including Multiple New Shoppers.

XL Connect & Month End Dashboard access: Request access to XL Connect reporting tool and the Month End Dashboard. For GL Connect Access please contact your divisonal finance office.

BFT Access: Request access to BFT (Budgeting and Forecasting Tool)

Oracle 11i Read Only Access form  (62kb) Read Only access to legacy data on Oracle 11i.

Chart of Accounts Forms

New Cost Centre  (XLS): Set up a new code(s)

Change Cost Centre Parent (XLS): Change Parent: Move position in hierarchy

Reopen, close or rename Cost Centre (XLS): Change Cost Centre: Reopen, close, rename and change default VAT recovery rate of an existing code(s) 

New Source of Funds (XLS): Set up a new code(s)

Reopen, close or rename Source of Funds (XLS): Reopen, close or rename an existing code(s)

Change Source of Funds Parent (XLS): Change Parent: Move position in hierarchy

New Natural Account (XLS): Set up a new code(s)

Change Natural Account (XLS): Rename or change the hierarchy of an existing code(s)

Payroll Cost Allocation Form (XLS)


Departmental Forms

New Department Setup (XLS) Set up a new department or change an existing department. For further guidance on how and when this form should be used, please cotact the Financial Reporting Team by emailing financial.reporting@admin.ox.ac.uk.

New and Change Location Code (XLS): Set up a new Location Code (Delivery Site).

Location Codes Listing (XLS): Guidance and Existing Location Codes.


Useful documents for Oracle Financials

Chart of Accounts (XLS)

Cost Centres and VAT Recovery Classifications (XLS)

Guide to the Position Hierarchy (524kb)

iSupplier Companies (XLS)

Suppliers using electronic XML PO and invoice system (PDF)

Natural Accounts Guide (XLS)

Source of Funds Guide (PDF)

Research Expenditure Types Mapping (XLS)

R12 Accounting Hierarchy (PDF)

R12 Expenditure Types and associated Natural Account (XLS)

Location Codes Listing (64kb)

R12 Purchasing Coding Category Guidance for Non-Catalogue Requisitions (XLS)

Cross-validation rules (XLS)

List of Purchase Order Exceptions to Requisitioning (DOC)  

Internal Trade Suppliers (XLS) 

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ORACLE FINANCIALS LIVE

ORACLE FINANCIALS TRAINING ENVIRONMENT


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Financials R12 Live Practice Environment
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PLEASE NOTE:
Oracle Financials will be unavailable from 7am to 9am on Tuesday 8 December 2020
2 Dec 2020, 14:04 5 Jun 2019, 14:53

Contact Us


 : Financial Systems
       Finance Division
       University of Oxford
       23-38 Hythe Bridge Street
       OX1 2ET

 financials@admin.ox.ac.uk
 : 01865 (2) 84800
 : Contact Financial Systems    

 : Opening hours:
       8.00am - 5.00pm
       Monday - Friday (except Bank
       Holidays, Easter and
       Christmas)