"The FIN SOURCE" for Ohio
Click here to see this page in full context

 

Revised: 10/10/2022

Common OAKS Financials Navigation Paths

OAKS FIN provides two methods for navigation: Tiles and NavBar . 

 

The tables below provide some of the top navigation paths by module in the OAKS Financials application.

 

Sections in this topic HideSections in this topic Show
  1. General Navigation Paths
  2. Accounts Payable Navigation Paths
  3. Accounts Receivable Navigation Paths
  4. Asset Management Navigation Paths
  5. Billing Navigation Paths
  6. Customers Navigation Paths
  7. eSettlements Navigation Paths
  8. eSourcing Navigation Paths
  9. General Ledger Navigation Paths
  10. Purchasing / eProcurement Navigation Paths
  11. Travel & Expenses Navigation Paths

 

General Navigation Paths

 

If you want to:

Navigation
Schedule a Query NavBarNavBar > Menu > Reporting Tools > Query > Schedule Queries

Execute / View a Query

NavBarNavBar > Menu > Reporting Tools > Query > Query Viewer
Go to the Process Monitor

NavBarNavBar > Menu > PeopleTools > Process Scheduler > Process Monitor

Go to the Report Manager

NavBarNavBar > Menu > Reporting Tools > Report Manager

View Recently Used

NavBarNavBar > Favorites

View Items for Approval

 'Self Service' TileSelf Service' Tile > Approvals

 

 

Accounts Payable Navigation Paths

 

If you want to:

Navigation
Go to your WorkCenter 'Accounts Payable' Tile'Accounts Payable' Tile > Payables WorkCenter
Enter a Voucher 'Accounts Payable' Tile'Accounts Payable' Tile > Vouchers > Regular Entry
Review a Voucher NavBarNavBar  > Menu > Accounts Payable > Review Accounts Payable Info > Vouchers > Voucher
Review Match Exceptions NavBarNavBar  > Menu > Accounts Payable >Review Accounts Payable Info > Vouchers > Match Workbench
Review a Payment NavBarNavBar  > Menu > Accounts Payable >Review Accounts Payable Info > Payments > Payment
Voucher Budget Exceptions 'Accounts Payable' Tile'Accounts Payable' Tile > Vouchers > Review Budget Exceptions

Run AP Voucher Related Reports

NavBarNavBar  > Menu > Accounts Payable > Reports > Vouchers

Run AP Payment Related Reports

NavBarNavBar  > Menu > Accounts Payable > Reports > Payments

Correct Recycled Vouchers

'Accounts Payable' Tile'Accounts Payable' Tile > Vouchers > Voucher Build Errors

 

 

Accounts Receivable Navigation Paths

 

If you want to:

Navigation
Enter and Approve Regular Deposits 'Accounts Receivable' Tile'Accounts Receivable' Tile > Deposits > Add or Update Deposit
Modify a Deposit Prior to Approval

'Accounts Receivable' Tile'Accounts Receivable' Tile > Deposits > Direct Journal Payments 

  1. This depends on how the deposit was processed. If payments are posted to items, the payment must be unposted. If the deposit was directly journaled, the accounting entries must be modified.
Enter Pending Items 'Accounts Receivable' Tile'Accounts Receivable' Tile > Items > Add Pending Items
Review Status of Pending Items NavBarNavBar  > Menu > Accounts Receivable > Pending Items > Review Items

 

 

Asset Management Navigation Paths

 

If you want to:

Navigation
Go to the WorkCenter 'Asset Management' Tile'Asset Management' Tile > Asset Management WorkCenter
Create an Asset 'Asset Management' Tile'Asset Management' Tile > Asset transactions > Express Add
Integrate an Asset 'Asset Management' Tile'Asset Management' Tile > Asset Integration

Update/Add Asset Physical Information

  • Location, Custodian, Tag Number, etc.
 'Asset Management' Tile'Asset Management' Tile > Asset Transactions > Basic Add (Update Asset Info)

Update/Add Financial Information

  • Cost, Quantity, ChartFields, Category
 'Asset Management' Tile'Asset Management' Tile > Asset Transactions > Cost Adjust/Transfer Asset
Retire / Reinstate Assets 'Asset Management' Tile'Asset Management' Tile > Asset Transactions > Retire One Asset
Cost History 'Asset Management' Tile'Asset Management' Tile > Review Asset Information > Review Asset Cost
Run / Review AM Reports

'Asset Management' Tile'Asset Management' Tile > Review Asset information > Asset Certification Report


NavBarNavBar  > Menu > Asset Management > Financial Reports

 

 

Billing Navigation Paths

 

If you want to:

Navigation
Correct Interface Transactions 'Billing' Tile'Billing' Tile > Bills > Billing Interface Errors
Review Billing Information 'Billing' Tile'Billing' Tile > Bills > View Bills
Generate Invoices 'Billing' Tile'Billing' Tile > Bills > Print Proformas
'Billing' Tile'Billing' Tile > Bills > Finalize and Print Invoices
Maintain Bills 'Billing' Tile'Billing' Tile > Bills > Enter Bills
Review Billing Budget Exceptions NavBarNavBar  > Menu > Commitment Control > Review Budget Check Exceptions > Revenues > Review Billing Invoice

 

 

Customers Navigation Paths

 

If you want to:

Navigation
Maintain Non-ISTV Customers 'Billing' Tile'Billing' Tile > Customers 

 

 

eSettlements Navigation Paths

 

If you want to:

Navigation
Access the eSettlements Center 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center
Supplier Dashboard 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Supplier Dashboard
Review Supplier Details 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Supplier Information > Review Supplier Details
Review Supplier Agreement Details 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Supplier Information > Rvw Agreement Details
Review Buyer Details 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Buyer Information > Review Buyer Details
Review Purchase Orders

'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Procurement Information > Review Purchase Orders


Accounts Payable Tile > PO and Receipts > Review Purchase Order 
Review Receipts

'Accounts Payable' Tile'Accounts Payable' Tile eSettlements Center > Procurement Information > Review Receipts


'Accounts Payable' Tile'Accounts Payable' Tile > PO and Receipts > Review Receipts

Review Buyer Agreements 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Buyer Information > Rvw Buyer Agreement Details
Review Invoices 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Invoices > Review Invoices
Review Payments 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Payments > Review Payments
Review Payment Installments 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Payments > Review Payment Installments
Review Invoice Disputes 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Invoices > Review Invoice Line Disputes
Manage Bills 'Accounts Payable' Tile'Accounts Payable' Tile > eSettlements Center > Invoices > Manage Bills

 

 

eSourcing Navigation Paths

 

If you want to:

Navigation
Create an Event NavBarNavBar > Menu > Sourcing > Create Events
Maintain Events NavBarNavBar > Menu > Sourcing > Maintain Events
Event Responses NavBarNavBar > Menu > Sourcing > Event Responses
Run / View Sourcing Reports NavBarNavBar > Menu > Sourcing > Reports

 

 

General Ledger Navigation Paths

 

If you want to:

Navigation
Go to the WorkCenter 'General Ledger' Tile'General Ledger' Tile > GL WorkCenter
Perform ChartField Maintenance

'Self Service' TileSelf Service' Tile > Define Values > ChartField Request
Review a Journal NavBarNavBar > Menu > General Ledger > Journals > Journal Entry > Create/Update Journal Entries
Review Journal Status NavBarNavBar > Menu > General Ledger > Journals > Process Journals > Review Journals Status
Create / Update a Journal 'General Ledger' Tile'General Ledger' Tile > Journal Entry > Create/Update Journal Entries
Copy a Journal NavBarNavBar > Menu > General Ledger > Journals > Journal Entry > Copy Journals
Review Budge Check Errors NavBarNavBar > Menu > Commitment Control > Review Budget Check Exceptions > General Ledger > Journal

 

 

Purchasing / eProcurement Navigation Paths

 

If you want to:

Navigation
Go to the WorkCenter NavBarNavBar > Menu > Purchasing > Buyer WorkCenter
Review PO Information

'Procurement' Tile'Procurement' Tile > Purchasing > Purchase Orders


'Procurement' Tile'Procurement' Tile > Purchasing > Activity Summary 


'Procurement' Tile'Procurement' Tile > Purchasing > Print Copy of PO

Create Requisition 'Procurement' Tile'Procurement' Tile > eProcurement > Requisition
Manage your Requisitions 'Self Service' TileSelf Service' Tile > Procurement > Manage Requisitions
Procurement Tile > eProcurement > Manage Requisitions
Create a Change Request 'Procurement' Tile'Procurement' Tile > eProcurement > Manage Requisitions
Close a Purchase Order 'Procurement' Tile'Procurement' Tile > Purchasing > Buyers Workbench
Cancel a Purchase Order 'Procurement' Tile'Procurement' Tile > Purchasing > Buyers Workbench
Create / Maintain Receipts

'Procurement' Tile'Procurement' Tile > Add/Update Receipts
Review Receipt Information NavBarNavBar > Menu > Purchasing > Receipts > Review Receipt Information
Reconcile PCards NavBarNavBar > Menu > Purchasing > Procurement Cards > Reconcile
Review Cardholder Profile NavBarNavBar > Menu > Purchasing > Procurement Cards > Definitions
Review Budget Check Exceptions – Purchase Order NavBarNavBar > Menu > Commitment Control > Review Budget Check Exceptions> Purchasing and Cost Management > Purchase Order
Review Budget Check Exceptions – Pcard NavBarNavBar > Menu > Commitment Control > Review Budget Check Exceptions > Purchasing and Cost Management > Procurement Card
Run PO Reports NavBarNavBar > Menu > Purchasing > Purchase Orders > Reports

 

 

Travel & Expenses Navigation Paths

If you want to:

Navigation
Delegate an Entry Authority 

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > User Preferences > Delegate Entry Authority
Create a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > Create
Modify a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > View

  • Select the desired Returned or Not Submitted report to modify
View a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > View
Cancel a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > Cancel a Travel Authoriztion
Delete a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > Delete
Print a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Travel Authorization > View > View All

  • Click on report you want to print and select View Printable Report
Create an Expense Report with a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Create ER with TA
Create an Expense Report without a Travel Authorization

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Create ER without TA
Modify an Expense Report

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > View

  • Select the desired Returned or Not Submitted report to modify
Print an Expense Report

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > View > View All

  • Click on the report you want to print and select View Printable Report
View an Expense Report

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > View
Delete an Expense Report

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Delete
Review Expense History

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Review Expense History
Review Payments

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Review Payments
Review Expense History

https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > Review Expense History
Approve Expense Reports https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Travel, Expense and Approvals > Travel and Expense > Accounting > Approve Transactions
Click here to request updates to this topic.