Revised: 10/10/2022
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.
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 |
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 |
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
|
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 |
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
|
'Asset Management' Tile'Asset Management' Tile > Asset Transactions > Basic Add (Update Asset Info) |
Update/Add Financial Information
|
'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
|
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 |
If you want to: |
Navigation |
Maintain Non-ISTV Customers | 'Billing' Tile'Billing' Tile > Customers |
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
|
Review Receipts |
'Accounts Payable' Tile'Accounts Payable' Tile eSettlements Center > Procurement Information > 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 |
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 |
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 |
If you want to: |
Navigation |
Go to the WorkCenter | NavBarNavBar > Menu > Purchasing > Buyer WorkCenter |
Review PO Information |
'Procurement' Tile'Procurement' Tile > Purchasing > Purchase Orders
|
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 |
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
|
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
|
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
|
Print an Expense Report |
https://ohid.ohio.gov/wps/myportal/gov/myohio/ > myTravel and Expenses > Expense Reports > View > View All
|
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 |