The UAB FN Document Entry/Approval responsibility gives the user the ability to create the three finance online document types: Purchase Order Requisitions, Payment Requests and GL Journal Entries. Users may also view previously entered Purchase Order Requisitions, Purchase Orders, supplier/vendor information, and all GL Journal Entries.

IMPORTANT: Use of Google Chrome is highly recommended for processing or approving journal entries, payment requests, and PO requisitions.

MENU OPTIONS

Workflow Menu Options

• WAM Approval Paths
• Document Locator
• Personal Worklist
• Electronic Distribution

Payment Requests

Payment Requests are created in Oracle to issue a payment or reimbursement (check or wire) directly to a supplier without issuing a Purchase Order. Learn more about payment requests.

 GL Journal Entries

• Overview of Entering Journal Entries
• Entering GL Journal Entries
• Deleting a Journal or Batch
• Changing GL JE Accounting Periods — Detailed instructions for changing the accounting period on unposted GL Manual Journal Entries.
• Service Center Backup Documentation in OnBase
• Importing Documentation from the GL Journal Entry Form

Purchasing: iProcurement (Purchasing Orders) 

iProcurement is a web-based form that is used to create Purchase Order Requisitions in the Oracle HR & Finance Administration System. Learn more about purchase orders in iProcurement.

Inquiry Menu Options

• Supplier Inquiry
• Requisition Summary
• Purchase Order Summary

ADDITIONAL INFORMATION

• UAB Policies & Guidelines — Resources for faculty and staff for UAB's institutional policies and procedures applicable to the expenditure of UAB funds.
• Oracle Official Object Code Listing — The official UAB object code listing for Oracle General Ledger and Oracle Grants/Projects Accounting. List includes official definitions for the use of each primary object code and the rollup/blocking structure for Oracle object codes.
• Item Categories for Requisitions — Contains the full list of item categories used in Purchase Order Requisitions.
• Ordering Items from Oracle's Item Master — Describes how the item number in Oracle is structured.
• Payment Requests and Object Code Edits — Lists each payment type and the allowable object codes and allowable supplier types for each payment type.
• Purchasing Ship-to Locations — Lists all valid ship to locations for purchase orders.
• Purchase Order Search — Describes how to look up Purchase Orders.
• Requisitions & Payment: Tracking & Follow Up