Oracle Cloud: Updates and Information

Reconciliation of these transactions is time sensitive given the approaching end of the academic year. All transactions should be reconciled by Friday May 30.

If you have any questions, contact purchasing@wheaton.edu or attend one of the open call in sessions, conducted via Teams, available:

Moving forward...

• Information on reconciliations will be distributed to the division heads monthly
• P-card transactions must be reconciled within thirty days unless they are directly tied to grant funding.

Oracle ERP Support (Accounting/Finance)

Helpful Processing Reminders:

• For expense reports: include all required receipts or missing receipt affidavits when submitting the report. Also, please make sure you assign each expense to the correct Oracle Fund, Org, Account, and Program Code (FOAP). The default FOAP for expenses often needs to be overwritten. The Banner-Oracle account crosswalk is a resource for you as you do so. Attention to these matters will help prevent further additions to the backlog.

Questions? Check out this comprehensive list of Oracle ERP FAQs (updated 10/4) or review the tutorials posted below.

If you still need assistance after reviewing the training videos and FAQ's please submit your requests to one of the following inboxes:

• Purchasing and procurement questions: purchasing@wheaton.edu
• Invoice and payment questions: invoices@wheaton.edu
• Vendor questions: vendors@wheaton.edu

Procurement Tutorials

• Placing an Order Through the Office Supply Catalog (i.e. Staples, Fellows, etc.)

• Create a Purchase Requisition Using WC Goods Requisition (used for most goods/services)

• Create a Purchase Order for Temporary Employee & Independent Contractors

• Create a Blanket Purchase Order using WC Fixed Price Requisition