Revised: 02/16/21


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.

 

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  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. eSupplier Navigation Paths
  10. General Ledger Navigation Paths
  11. Purchasing / eProcurement Navigation Paths
  12. Travel & Expenses Navigation Paths

 

General Navigation Paths

 

If you want to:

Navigation

Schedule a Query NavBarNavBar > Navigator > Reporting Tools > Query > Schedule Query

Execute / View a Query

NavBarNavBar > Navigator > Reporting Tools > Query > Query Viewer

Go to the Process Monitor

NavBarNavBar > Navigator > PeopleTools > Process Scheduler > Process Monitor

Go to the Report Manager

NavBarNavBar > Navigator > 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 > Accounts Payable WorkCenter

Enter a Voucher 'Accounts Payable' Tile'Accounts Payable' Tile > Vouchers > Add/Update > Regular Entry

Review a Voucher 'Accounts Payable' Tile'Accounts Payable' Tile > Review Accounts Payable Info > Vouchers > Voucher

Review Match Exceptions 'Accounts Payable' Tile'Accounts Payable' Tile > Review Accounts Payable Info > Vouchers > Match Workbench

Review a Payment 'Accounts Payable' Tile'Accounts Payable' Tile > 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  > Navigator > Accounts Payable > Reports > Vouchers

Run AP Payment Related Reports

NavBarNavBar  > Navigator > Accounts Payable > Reports > Payments

Correct Recycled Vouchers

'Accounts Payable' Tile'Accounts Payable' Tile > Vouchers > Maintain > Voucher Build Error Detail

 

 

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  > Navigator > Accounts Receivable > Pending Items > Review Items > All 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  > Navigator > 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 Bill Summary

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  > Navigator > Commitment Control > Review Budget Check Exceptions > Revenues > 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 > Review 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 > Review 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 > Navigator > Sourcing > Create Events

Maintain Events NavBarNavBar > Navigator > Sourcing > Maintain Events

Event Responses NavBarNavBar > Navigator > Sourcing > Event Responses

Run / View Sourcing Reports NavBarNavBar > Navigator > Sourcing > Reports

 

 

eSupplier Navigation Paths

 

If you want to:

Navigation

Add or Update a Supplier 'Accounts Payable' Tile'Accounts Payable' Tile > Supplier > Add/Update Supplier

Review Supplier Information 'Accounts Payable' Tile'Accounts Payable' Tile > Supplier > Review Supplier

Setup Supplier Contracts NavBarNavBar > Navigator > Supplier Contracts > Supplier Contracts Setup

Supplier WorkCenter NavBarNavBar > Navigator > Suppliers > Supplier Administration Center

 

 

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 > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Review Journal Status NavBarNavBar > Navigator > 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 > Navigator > General Ledger > Journals > Journal Entry > Copy Journals

Review Budge Check Errors NavBarNavBar > Navigator > Commitment Control > Review Budget Check Exceptions > General Ledger > Journal

 

 

Purchasing / eProcurement Navigation Paths

 

If you want to:

Navigation

Go to the WorkCenter NavBarNavBar > Navigator > 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 > Navigator > Purchasing > Receipts > Review Receipt Information

Reconcile PCards NavBarNavBar > Navigator > Purchasing > Procurement Cards > Reconcile

Review Cardholder Profile NavBarNavBar > Navigator > Purchasing > Procurement Cards > Definitions

Review Budget Check Exceptions – Purchase Order NavBarNavBar > Navigator > Commitment Control > Review Budget Check Exceptions> Purchasing and Cost Management > Purchase Order

Review Budget Check Exceptions – Pcard NavBarNavBar > Navigator > Commitment Control > Review Budget Check Exceptions > Purchasing and Cost Management > Procurement Card

Run PO Reports NavBarNavBar > Navigator > Purchasing > Purchase Orders > Reports

 

 

Travel & Expenses Navigation Paths

If you want to:

Navigation

Delegate an Entry Authority 

myOhio > MY WORKSPACE > myTravel and Expenses > User Preferences > Delegate Entry Authority

Create a Travel Authorization

myOhio > MY WORKSPACE > myTravel and Expenses > Travel Authorization > Create

Modify a Travel Authorization

myOhio > MY WORKSPACE > myTravel and Expenses > Travel Authorization > View

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

myOhio > MY WORKSPACE > myTravel and Expenses > Travel Authorization > View

Cancel a Travel Authorization

myOhio > MY WORKSPACE > myTravel and Expenses > Travel Authorization > Cancel

Delete a Travel Authorization

myOhio > MY WORKSPACE > myTravel and Expenses > Travel Authorization > Delete

Print a Travel Authorization

myOhio > MY WORKSPACE > 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

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Create ER with TA

Create an Expense Report without a Travel Authorization

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Create ER without TA

Modify an Expense Report

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > View

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

myOhio > MY WORKSPACE > 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

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > View

Delete an Expense Report

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Delete

Review Expense History

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Review Expense History

Review Payments

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Review Payments

Review Expense History

myOhio > MY WORKSPACE > myTravel and Expenses > Expense Reports > Review Expense History

Approve Expense Reports myOhio > MY WORKSPACE > Travel, Expenses and Approvals > Travel and Expense > Accounting > Approve Transactions

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