Purpose
The following guide is intended for a Planning and Budgeting Administrator who is looking to view or complete any of the following actions:
Action
· Review Office Points Source Pool and Enter Driver Data
· Run Office Points Allocation
· Validate Office Points Calculation Results
Prerequisite
· Recording Financial Transaction in Oracle Cloud: Introduction to the Chart of Accounts and POETAF
· Oracle Planning 101 & Budget Development Overview
Review Office Points Source Pool and Enter Driver Data
1. Login to Oracle by selecting the Company Single Sign-On button.
2. Navigate to the Facilities cluster
3. Select the Office Points Allocation card
4. Select Vertical 1 on the left side of the page
5. Navigate to the horizontal tab Office Points Source Pool at the bottom of the page
6. Review and confirm the POV and monthly balances on the data form
7. Navigate to the horizontal tab Office Factor Entry at the bottom of the page
8. Enter the office factor for each unit type
9. Select Save
10. Navigate to the horizontal tab Office Points and Flat Fees Entry at the bottom of the page
11. Enter the relevant points by site OR a flat fee for a site
a. NOTE: In this example, we are entering by flat fee for a site
b. NOTE: The Cells will turn yellow upon entering data
12. Select Save
a. NOTE: The Cells will turn white upon submitting data successfully
b. NOTE: Enter points pre-adjustment. Do not enter a flat fee if you entered points for a Site. Do not enter points for a site if you entered flat fees
You have now completed the process of reviewing office points source pool and entering driver data
Run Office Points Allocation
1. Login to Oracle by selecting the Company Single Sign-On button.
2. Select the Modeling cluster
3. Select Calculation Control
4. Select the relevant fiscal year -> relevant month -> Actual -> Final utilizing the check box
5. Select Calculate Model
6. Click the dropdown box at the top of the page, select Actual Data Model
a. NOTE: You can enter a job comment below if desired
7. Leave the Processing Options as they appear
8. Set Processing Range to Ruleset Range
9. Enter the number 501 for the first Sequence number and 600 for the last Sequence Number
10. Select the Run button at the top right corner of Calculate Model window
a. NOTE: The Facilities Rule Set Range is 501-600
11. Select the Calculation Analysis card at the top of the page
12. Select the Refresh button at the top left of the page until status moves from Processing -> Completed for the calculation you executed
You have now completed the process of running office points allocation
Validate Office Points Allocation Results
1. Login to Oracle by selecting the Company Single Sign-On button.
2. Navigate to the Facilities cluster
3. Select the Office Points Allocation card
4. Select Vertical 2 on the left side of the page
5. Select Period in the POV
6. Navigate to the relevant Period member
a. NOTE: Users can also utilize the search bar to search for the desired member selection
7. Select the check box
8. Select OK in the top right of the member selector box
9. Select the Go icon
10. Validate the adjusted points columns, flat fee column and financial results column for each site. Ensure the Financial Results for All Site matches the source pool for the month
11. Select Vertical 3 on the left side of the page
12. Review POV in the top menu bar, ensure Period is set to the correct month
13. Validate that the Allocation In column matches the Financial Results column on Vertical 2
14. Validate the Allocation Out column is crediting the correct Site
15. Validate the Net Balance for All Site is zero
You have now completed the process of validating office points allocation results