Oracle FIS Training and Materials

Training Materials

User Training (Jan 2021)

Staff Expense Claims (Preparer)

Staff Expense Claims (Approver)

Payment Requisition to Vendors (Preparer)

Payment Requisition to Vendors (Approver)

Enhancement Note on iExp and PRV (Feb 2024)

Steps for Inputting the Declaration and Approval List iExp and PRV (Apr 2024)

Check approval list before claim submission (Apr 2024)

Relevant Materials

Memo on Rollout of new i-Expense Module

Video (Cantonese)

I-Expense

• Input
• Approve
• Reports
• Access Authorization

Payment Requisition to Vendors (PRV)

• Input
• Approve
• Reports

Setting Up of Vacation Rule for I-Expense and PRV

• Video

Video (English)

I-Expense

• Input
• Approve
• Reports
• Access Authorization

Payment Requisition to Vendors (PRV)

• Input
• Approve
• Reports

Setting Up of Vacation Rule for I-Expense and PRV

• Video

User Guide: New concise version of Income and Expenditure (I/E) Statements

User Guide: New concise version of Income and Expenditure (I/E) Statements (Updated on 11 Sept 2020)

PR Goods Receipt: How to Return Items / Correct Receipts

PR Goods Receipt: How to Return Items / Correct Receipts

How to set Scheduler for Oracle Report

Using web form (HKBU XX Financial Reports) (Updated on 5 Nov 2020) 

Using JAVA form (HKBU XX Financial Inquiry) and FO users (Updated on 11 Sept 2020)

Purchase Requisition User Manual

For Preparer

For Reviewer

For Approver

(Updated on 13 May 2019)

e-Learning Video
English Version

PR Creation (Non-Catalog Request)

PR Approval (For Review or Approver)

PR Receipt against Delivery of Goods & Service

PR related Report Printing

Financial Reports Printing

e-Learning Video 

Chinese Version

PR Creation (Non-Catalog Request)

PR Approval (For Review or Approver)

PR Receipt against Delivery of Goods & Service: video 1 | video 2

PR related Report Printing

Date

Topics

Participants

15, 17 May 2019

• Briefing on Financial Information System (FIS): Concise version of Income and Expenditure Statements
• HKBU Concise Version of Income and Expenditure Statements

(Updated on 11 Sept 2020)

FIS users

28 June 2018

• Income & Expenditure Statements of the FIS 
• Scheduling automatic generation of FIS reports and FAQs on the FIS

(Updated on 11 Sept 2020)

FIS users

Schedule

• To introduce the new procurement e-workflow
• To practice and perform input of Purchase Requisition (PR) and goods receipt 
• To introduce how to gnerate reports

iProcurement Part 1

iProcurement Part 2

PR Preparer

Schedule

• To brief the new procurement e-workflow and review / approval functions
• To introduce how to generate reports

iProcurement Briefing

PR Reviewer or Approver / Budget Controllers

Date

Topics

Participants

20-Jun-2018

Account Receivable

• Customer
• Maintenance
• Period End
• Rceipt
• Transaction

FO users

20-Jun-2018

How to build a simple FSG Report

FO users

8-Dec-2017

11-Dec-2017 (Re-run)

General ledger (GL)

• Chart of Account Structure
• Journal Processing
• Summary Template
• Account Inquiry
• Budget Processing
• Revaluation and Consolidation
• Period End Processing and Reporting
• Fund Check Guidelines

FO users

11-Dec-2017

12-Dec-2017 (Re-run)

Invoice input and approval (AP) include AP supplier and bank account

• Supplier
• Invoice

FO users

13-Dec-2017

Project Information Form (PIF)

FO users

14-Dec-2017

Fixed Assets (FA)

FO users

4-Jan-2018

Purchasing (PO) include PO supplier input (Updated on 22-Aug-2019)    

FO users

Date

Topics

Participants

Mid Nov-2020

i-Expense Module

(i)   Introduction PDF / Video

(ii)  i-Expense

• Preparer PDF / Video
• Approver PDF / Video 

(iii) Payment Requisition to Vendors

• Preparer PDF / Video
• Approver PDF / Video

Department Users

27-Aug-2018

Accounts Receivable (AR)

• Receipt
• Transaction
• Customer
• Period End

FO and SCE Users

Nov-2017

iProcurement Training 

• Lesson 1
• Lession 2

Department Users

21-Aug-2017

Payables (Invoice)

• Invoice
• Period End
• Supplier

FO users

22-Aug-2017

Fixed Assets

FO users

24-Aug-2017

iProcurement

• Part 1
• Part 2

FO users

25-Aug-2017

Purchasing

Purchasing Administration

FO users

29-Aug-2017

Project Information Form

30-Aug-2017

General ledger (GL)

• Chart of Account Structure
• Journal Processing
• Summary Template
• Account Inquiry
• Budget Processing
• Revaluation and Consolidation
• Period End Processing and Reporting

FO users

31-Aug-2017

Payment

Cash Management

FO users

Date

Topics

Participants

29-Aug-2017

Retained Modules - Student Account Module (include Studentship)

Retained Modules - Fixed Deposit Module

FO users

1-Sep-2017

Retained Modules - Payroll and Related Modules

• Full Time Payroll Module
• Monthly and Unit Pay Module
• Staff Cost Commitment Module
• Staff Cost Projection Module
• Student Helper Payroll Module
• Medical and Dental Reimbursement Module

FO users

4-Sep-2017

Retained Modules - (i) Donation Module (ii) Credit Card Payment Gateway

• Donation Account Module
• Centralized Credit-Card Payment Module

FO users

Date

Topics

Participants

13-Oct-2016 
25-Oct-2016 
07-Nov-2016 
14-Nov-2016

An overview on the standard functions and workflow on financial modules (Oracle EBS R12.2) 

• Oracle Financial Applications Overview
• Student Guide Volume 1
• Student Guide Volume 2
• Student Guide Volume 3

FO Project Team

11-Oct-2016
18-Oct-2016

An overview on the standard functions and workflow on procurement modules (Oracle EBS)

• Purchasing Fundamentals - Practices and Solutions
• Purchasing Fundamentals (Volume I)
• Purchasing Fundamentals (Volume II)

FO Project Team

3-Dec-2020

An overview on the standard functions and workflow on Internet Expenses modules (Oracle R12.2) 

• Activity Guide
• Student Guide

FO Project Team