Ohio University

Announcements

  • December 10, 2020
    OBI Dashboard Enhancements

    As communicated in the November Business Matters publication, enhancements to the PO Summary and Payments dashboards have been underway.  Those enhancements were deployed on December 8, 2020.  Changes include improved drilldown features that match the style of the drilldowns used in our other finance dashboards, additional columns, and additional prompt options such as org parent level/description, invoice type, invoice source, A&E exception reasons, and commodity codes.

  • December 10, 2020
    Concur Mobile Authentication Update Coming December 2020

    The SAP Concur mobile app is a simple, secure tool that lets you manage your expenses and travel right from your smartphone.  By using this app, you can book and manage itineraries, capture and track mileage, record receipts, and create, submit, and approve expense reports.  The app is available for download in your phone’s app store.  To learn more about the mobile app and training on how to use it, log into Concur and select the Help drop-down at the top right of the screen.  Select Training from the dropdown menu.  Scroll down the page until you see your phone type and click the link to launch the training.

  • December 10, 2020
    Journal Entry Tool (JET)

    As a reminder, the JET webpage is a great resource for all things JET, including guidelines for selecting journal categories and writing journal short descriptions, journal header long descriptions and line descriptions. The JET webpage is located on the Finance website (Finance website -> General Accounting (in the left navigation pane) -> Journal Entry Tool (JET) ) , as well as the JET User Guide and the JET Quick Reference Guides on the Finance Training page.

    Questions?  Contact Kris Sano at sanok@ohio.edu

  • December 10, 2020
    BobcatBUY Document Search Experience Upgrade

    BobcatBUY has upgraded its document (requisitions, Purchase Orders, and invoices) search feature to be more user friendly and “elastic”, meaning a faster search experience with more options to search and export.  This update was made on Monday, November 9, in BobcatBUY as part of the 20.3 release upgrade.

  • December 7, 2020
    Upcoming Purchasing Dashboard Enhancements

    OIT has moved our Oracle Business Intelligence (OBI) purchasing data to a data warehouse which allows us greater flexibility in creating more robust reports.  As a result of this change, we are in the process of making enhancements to our PO Summary and Payments dashboards.

  • October 14, 2020
    Cost Center Lookup Changes

     Changes were recently made to the Cost Center Lookup Dashboard in OBI to exclude cost centers that have been disabled or end dated.  The dashboard was also modified to show only three-segment cost centers and removing activity and function from the view.  If you are unsure which activity or function should be used for your transactions, please contact your CFAO or their delegate(s) for assistance.  Remember, this lookup does not display all valid cost center combinations, only those that have been used in the system and are available in BobcatBUY and Concur.

  • September 11, 2020
    System Access: Oracle E-Business Suite

    CFAOs are responsible for approving and monitoring access to Oracle EBIZ responsibilities for users assigned to their planning unit.  In order to make that process easier and more convenient, a new dashboard has been created to assist in this process. The following user roles are to be monitored and adjusted, in accordance with planning unit business needs and personnel changes, by the CFAOs:

  • August 31, 2020
    OBI Dashboard Updates

    The following OBI Dashboard changes were deployed on the evening of July 21.   

  • July 9, 2020
    Changes to the JET Upload Process
    In the past, when entering a JET entry, the Preparer field was not to be changed.  As the JET process continues to evolve, Finance has implemented a change which allows us to import both the logged in user’s Ohio ID (JET Processor) and the JET Preparer fields into E-biz. This enables us to track both the Processor and Preparer of each Journal ...