The following guide is intended for Receiver Unit Organization Financial Managers (OFM) and Project Managers (PM) who are looking to view or complete any of the following actions:

• Outline what a Receiver Unit will see when receiving an FYI notification for an Internal Billing Invoice.

Terminology

Internal Billing Invoice: Invoices used to record billing transactions for goods/services between or within University Entities (excludes UCM).

• N/A

1. Sign into Oracle by selecting Company Single Sign-On.

2. View Notification on Welcome screen and select Hyperlink.           

3. View Invoice and View Approvals for any attachments from the Provider Unit.  

4. Or select the Bell Icon.      

5. Select Show All to see recent and old notifications.   

6. View all notifications and click on the Invoice Hyperlink.        

7. View Invoice and View Approvals for any attachments from the Provider Unit.   

You have now completed the process of Receiving an Internal Billing Notification.

 

1. Select Company Single Sign-On to access your Oracle account.  

2. View Notification on Welcome screen and select the Hyperlink.    

3. View the invoice and review information. Select the Approve or Reject button. If you Reject, provide comments so the Provider Unit can submit a correction.

Note: The Actions dropdown provides different options.

• • Request Information: Request Information on the invoice from anyone, always keep the Return Options “Back to me” or the invoice will be auto approved.
  • Delegate/Reassign: Delegate and Reassign serve the same purpose, let someone else approve the invoice.
  • Add Comments: Disregard, this will only add comments within the approval workflow and not be available within PPM.
  • Add Attachment: Add an attachment to the invoice; the attachment will carry through and be available to view from PPM.
  • View Approvals: Select View Approvals to see attachments by the Provider Unit.

You have now completed the process of Receiving an Internal Billing Notification.