Finance Office

Drop Shadow

Training Classes

Who should attend a training class?

University personnel with budget oversight and individuals who complete and process purchase requisitions should attend Oracle training.

Why attend training?

Financial information for departments, grants and restricted gifts is obtained directly from the Oracle application, on a real-time basis. Access to Oracle applications will only be granted after the individuals attend the appropriate training class(es).

What courses are offered?

Oracle Boot Camp

This class is required to obtain access to the Oracle Project Accounting application. Project Accounting allows persons with budget oversight to review expenditures against their budget. In this course, users learn how to create and code purchase requisitions, check requests and expense reports with the POETS coding string. This course trains the user on database navigation techniques through the completion of a basic electronic purchase requisition. Users learn to view their budgets within the Project Accounting module and export query-driven data into Microsoft Excel spreadsheets. Advanced reporting techniques are introduced including Noetix reports, screen customization, and the creation of project tasks and subtasks.

Course completion will result in access to Oracle Project Accounting (where appropriate), Oracle Purchase Requisitions, and Noetix Financial Reporting.

Instructors: Dawn Anderson and Sherwin Gonzales
Course Length: 5.5 hours
Pre-Requisites: None

To enroll in Oracle Boot Camp, contact Dorothy Smith at smithdo@sandiego.edu.

Noetix Financial Reporting

The Noetix financial system is a reporting tool providing alternative views of Oracle financial data. This course teaches the basic navigation techniques used in identifying, creating, and exporting Noetix reports into Microsoft Excel. Persons with budget oversight responsibilities should enroll.

Course completion will result in access to the Noetix financial reporting system.

Instructor: Sherwin Gonzales
Course Length: 2 hours
Pre-Requisites: Oracle Boot Camp

To enroll in Noetix Financial Reporting, contact Dorothy Smith at smithdo@sandiego.edu.

Oracle Requisitions

This class refreshes the Oracle user on creating the electronic purchase requisition. Users learn to submit a completed requisition for online approval. Project Managers attending this course will learn to use the automated authorized signature screen that lists all individuals currently authorized to approve expenditures for a department, grant or restricted gift.

Course completion will result in access to Oracle Purchase Requisitions only.

Instructors: Dawn Anderson and Susan Mc Daniel
Course Length: 2 hours
Pre-Requisites: None

To enroll in Oracle Requisitions, contact Dorothy Smith at smithdo@sandiego.edu.