Oracle FIS

Training Materials

Relevant Materials

Video (Cantonese)

I-Expense

Payment Requisition to Vendors (PRV)

Setting Up of Vacation Rule for I-Expense and PRV

Video (English)

I-Expense

Payment Requisition to Vendors (PRV)

Setting Up of Vacation Rule for I-Expense and PRV

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

PR Goods Receipt: How to Return Items / Correct Receipts

How to set Scheduler for Oracle Report

Purchase Requisition User Manual

For Preparer

For Reviewer

For Approver

(Updated on 13 May 2019)

e-Learning Video
English Version

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

FIS users

28 June 2018

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

FO users

20-Jun-2018

FO users

8-Dec-2017

11-Dec-2017 (Re-run)

FO users

11-Dec-2017

12-Dec-2017 (Re-run)

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

FO users

13-Dec-2017

FO users

14-Dec-2017

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

(iii) Payment Requisition to Vendors

Department Users

27-Aug-2018

Accounts Receivable (AR)

FO and SCE Users

Nov-2017

iProcurement Training 

Department Users

21-Aug-2017

Payables (Invoice)

FO users

22-Aug-2017

FO users

24-Aug-2017

iProcurement

FO users

25-Aug-2017

FO users

29-Aug-2017

30-Aug-2017

FO users

31-Aug-2017

FO users

Date
Topics
Participants

29-Aug-2017

FO users

1-Sep-2017

FO users

4-Sep-2017

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

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) 

FO Project Team

11-Oct-2016
18-Oct-2016

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

 

FO Project Team

3-Dec-2020

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

FO Project Team

Financial Dashboards

Website

https://insights.hkbu.edu.hk

Link can only work within HKBU's network (i.e. VPN connected if WFH)

Training Materials

Background

The Council has, at its meeting on 21 June 2016, approved the implementation of a new Financial Information System (FIS) using Oracle E-Business Suite and Oracle Hyperion to meet the long-term needs of the University as well as to fulfill the new requirements of the University Grants Committee (UGC). The new FIS will facilitate segment reporting in 2016-17 and the allocation of costs based on appropriate cost drivers including usage of premise and timesheets of academic staff. We appreciate your keen participation and kind support.

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Project Governance Structure
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Implementation
fn3_scope fn3_scope

Timeline
fn3_timeline1 fn3_timeline1
Newsletters March 2021 Newsletters March 2021
MAR 2021
Newsletters Jan 2021 Newsletters Jan 2021
JAN 2021
Newsletters September 2020 Newsletters September 2020
SEP 2020
Newsletters June 2020 Newsletters June 2020
June 2020
Newsletters March 2020 Newsletters March 2020
MAR 2020
Newsletters Sep 2019 Newsletters Sep 2019
SEP 2019
Newsletters May 2019 Newsletters May 2019
MAY 2019
Newsletters Jun 2018 Newsletters Jun 2018
JUN 2018
Newsletters Mar 2018 Newsletters Mar 2018
MAR 2018
Newsletters Dec 2017 Newsletters Dec 2017
DEC 2017
Newsletters Sep 2017 Newsletters Sep 2017
SEP 2017
Newsletters Jun 2017 Newsletters Jun 2017
JUN 2017
Newsletters Feb 2017 Newsletters Feb 2017
FEB 2017
Newsletters Nov 2016 Newsletters Nov 2016
NOV 2016

Activities
Participants
Date

Academic, Teaching and Research Staff

23 May 2018

FO Staff

18 Aug 2017

All staff who need to prepare or approve PRs

9 Jun 2017
14 Jun 2017

Academic, Teaching and Research Staff

8 Jun 2017

FO Staff

9 Mar 2017

Sharing Session on New FIS ��
Embrace the Challenges to Excel

Deans and Heads of the University

9 Nov 2016

Sharing Session on New FIS Project

FO staff

28 Sept 2016

Project Kick-off Meeting

Members of Project Working Committee and Project Team

22 Sept 2016

Activities
Participants
Date

Expense Reimbursement (i-Expense) Module

To collect user comments / requirements on expense reimbursement (i-Expense)

Representatives from
Faculties/Schools/Academy/Administrative Offices

6 May 2020
8 May 2020

New Income and Expenditure (I/E) Statements

To collect user comments / requirements on new I/E statements

Representatives from
Faculties/Schools/Academy Administrative Offices

9 Jan 2019
11 Jan 2019

Procurement e-Workflow

To collect requirements on the electronic workflow on Purchase Requisitions (PR) as hard copy PR forms will cease.

Representatives from:
Faculties/Schools/Academy
Administrative Offices
Estates Office
School of Continuing Education

8 Dec 2016, 9 Dec 2016
8 Dec 2016
1 Nov 2016
11 Nov 2016

Financial Reports and Functions

To collect requirements on new reports / enhancement for existing reports

Representatives from:
Faculties/Schools/Academy
Administrative Offices

13 Dec 2016
14 Dec 2016

UGC Cost Allocation Guidelines on Time Analysis Survey for Academic / Teaching Staff

To collect requirements on new Timesheet System and sampling methodology

Representatives from
Faculties/ Schools/Academy

15 Jan 2016
7 Dec 2016

UGC Cost Allocation Guidelines on Premises Related Cost

To discuss the administrative arrangement to feed the room usage records for academic departments to EO's premises Booking System

PDF1

PDF2

Representatives from
Faculties/Schools/Academy

6 Dec 2016
6 Mar 2017

Activities
Participants
Date

FO Staff

04 Sep 2017