Search the Staffnet siteSearch StaffNet
Search type

Oracle Financials

Oracle Financials is the selected finance package for the University. There are a range of online training courses and how-to guides to support staff in using the system.  Staff are also encouraged to seek out support from their local Frequent Users within Faculties and Schools (Frequent Users/Local Trainers). Further information, online resources and guidance can be found on the Finance website:

Any further queries can be directed to the Finance helpdesk

How-to guides

A list of how-to guides related to the Requisitioner and Approver roles is available from the Finance website.

Classroom and online training

Procure to pay

  • CFOP2PREQ: Raising Requisitions
    This eTraining course provides explanations of the key tasks involved in the Requisitioner role. This involves how to raise requisitions in iProc (Internet Procurement), using eMarketplace, editing/cancelling requisitions, entering receipts for goods/services and various other Requisitioner tasks.
  • CFOP2PAPR: Approving Requisitions
    This online course provides explanations of the key tasks involved in the Approver role. This involves understanding the Financial Regulations and Procedures, how to check and approve requisitions in iProc (Internet Procurement), setting up rules to re-direct your requisition approvals in the event of planned/unplanned absences, monitoring spend and various other Approver tasks.
  • CFOPU002: Goods Receipting
    This training is provided locally (at Faculty/School level) via the appropriate Frequent User/Local Trainer. The training is not administered or booked via IT Services Training.
  • CFOPU001: Purchase Orders
    This training is provided locally (at Faculty/School level) via the appropriate Frequent User/Local Trainer. The training is not administered or booked via IT Services Training.
  • CFOMDSU: Master Data - Viewing Suppliers Details
    This eTraining course is for staff who are required to view supplier account details within the Oracle Financials system.

General ledger

  • CFOGL01: View Payroll Details in GL
    This training provides information regarding the General Ledger code structure and time periods within the Oracle financials system, it shows users how to use the core GL Enquiry screens and how to export data from these screens. Useful GL reports are also covered within this training.

  • CFOGL02: View GL Accounts Balances/Transactions
    This training provides information regarding the General Ledger code structure and time periods within the Oracle financials system, it shows users how to use the core GL Enquiry screens and how to export data from these screens.

  • CFOGL03: Enter GL Journals on Project Codes
    This training is available online as three eTraining courses: GL Basic Journal Entry Course, Project Journals and GL Journals on Project Codes

  • CFOGL04: Enter GL Standard Journals
    This training provides information on General Ledger Journals and shows users how to post, manipulate and check the status of the journal entries.

  • CFOGL05: Enter GL Pay Cost Journals
    This training explains the meaning and use of GL Journals and how to enter them, as well as the issues around posting journals to payroll cost codes.

  • CFOGL06: Enter GL Allocation Journals
    This training is available online as three eTraining courses: GL Basic Journal Entry Course, Project Journals and GL Allocation Journals

  • CFOGL07: Enter Budgets and Forecasts
    This training is available online as two eTraining courses: GL Basic Journal Entry Courseand GL Budget Journals. These training modules explain the meaning and use of GL Journals and how to enter them, as well as providing information about the various budget versions held in Oracle Financials and how to post budget journals.

  • CFOGL08: Create General Ledger Activity Codes
    This training is available online as three eTraining modules: Create Activity Codes Year End Statutory Reporting and HESA Cost Centres. The first module covers how to set up Activity Codes in Oracle Financials and how activity codes impact on management accounts. The second module covers the requirements of Statutory Reporting and how Actvity codes impact on these. The third module covers FSR and HESA Cost Centres.

  • CFOGL09: Reporting via Discoverer Plus
    This training shows you how to use Discoverer Plus reporting tool within Oracle Financials system.

  • Additional information and resources on Oracle General Ledger can be found on the Finance website.

Accounts receivable

Oracle Projects

  • CFOPR01: Projects Overview
    This training provides introductory information regarding the Oracle Projects module, and shows how users can view information about projects. If you are new to Oracle Projects it is recommended that you begin with this course.

  • CFOPR02: Projects Reporting
    This training provides introductory information regarding the reporting tool Discoverer Viewer and focuses on two particular Projects reports, PA02 and PA09. The course also shows you how to print and export the reports from Discoverer Viewer.

  • CFOPR03: Process Project Journals
    This training is available online as two eTraining courses, Project Overview and Project Journals. The first course provides introductory information regarding the Oracle Projects module, and shows how users can view information about projects. The second shows you how to raise manual and Web ADI (Excel spreadsheet) journals, how to enquire on project journals and the process for deleting future dated transactions.

  • CFOPR04: Project Set up and Project Billing
    This training is available online as five eTraining modules: Set Up in Oracle Projects, Set Up in the General Ledger (GL), Raising Project Invoices for Cost Based Claims, Raising Project Invoices for Event Based Claims and Raising Project invoices for EU Projects

  • Additional information and resources on Oracle Projects can be found on the Finance website.

Corporate Planner

  • CFOCPLAN: Projects Overview
    It shows you how to set up and log in to Corporate Planner, navigate through the tree structure and table report display, and also how to export reports to Excel and to PDF file formats.

  • Additional how-to guides can be found on the Finance website.