Finance Division Training Schedule Hilary January- March 2010 For more information and to book: Online: g/bookingform.php5 Tel: Address: Hythe Bridge Street, Oxford, OX1 2ET This schedule is colour coded to show courses of the same category. Each category is designed to start with the introductory course and finish with the most complex. It is recommended that participants attend in that order, building their knowledge at each stage. Navigation is an introduction to the Oracle Financials system and the recommended start point for all new users Managing Research Awards & Projects is designed for staff who need to understand Research Awards and the Projects’ process. The courses are essential for staff who manage expenditure charged to research awards and projects in Oracle Financials, and very useful for staff who are responsible for research awards. Introduction to FEC and Resolve Workshop Is designed for staff who need to have an understanding of Full Economic Costs (FEC) and who need hands-on experience of using Resolve. General Ledger and ADI are designed for staff who use the GL. It is essential for those who enquire on, enter/approve journals, and run reports on accounts in the General Ledger, and very useful for staff who want to run reports. Managing the Sale of Goods and Services for Accounts Receivable is designed for departmental staff with a responsibility for raising Invoices and Credit Notes for customers. Accounts Payable is a component of the Purchase to Pay process and the course is designed for users of Oracle Financials with a responsibility for dealing with supplier invoices and credit notes. Internal Trade: Selling is aimed at users who have the responsibility for raising Sales Invoices and Credit Notes for goods or services provided to another Oxford University department. Purchase to Pay is designed for staff who have a responsibility for purchasing within a department, either by raising requisitions in Oracle Financials or as an approver. Delegates will be offered an appropriate combination of course modules suitable to their operational role. Using Excel for Financial Reporting is designed for people who need to use pivot tables and download Oracle data. Managing Financials Data in Excel covers Excel data management features such as sorting, grouping, filtering and sub-totals. As well as techniques for working and reporting across multiple worksheets. Introduction to Finance is aimed at staff who have financial responsibilities. It gives an introduction to basic financial principles and terminology without the use of jargon. Content will include an introduction to how the University is managed on a financial basis and the interactive ‘Oxopoly’ game. Financial Planning– Actions from Month End, a run through of activities to complete the month end process If you are unsure or wish to discuss your staff requirements, please contact the Training Team (details below). Introduction to Departmental Projects is designed for users who are responsible for managing departmental projects, or creating/maintaining them in Divisions

Courses Month JanuaryFebruaryMarch 4th-8th11th-15th18th-22nd25th-29th1st-5th8th-12th15th-19th22nd-26th1st-5th8th-12th15th-19th22nd-26th29th-31st Navigation 12th PM19th AM26th AM2nd PM9th PM16th AM23rd PM2nd PM9th PM16th AM23rd PM30th PM Introduction to Managing Research Awards & Projects 11th AM 29th AM 25th AM Managing Research Awards and Projects 14th AM 1st AM 29th AM Managing Research Awards and Projects: Transactions 18th AM 4th PM 3rd AM 31st AM MRAP: Workshop 25th AM Introduction to FEC and Resolve Workshop 12th PM 2nd PM 23rd PM 11th AM 23rd PM Introduction to General Ledger 12th AM 26th PM 9th AM 23rd AM 9th AM 23rd AM General Ledger 13th PM 27th PM 10th PM 24th PM 10th PM 24th PM Financial Planning: Actions for Month End 15th AM 11th AM Introduction to Departmental Projects 8th AM 18th AM Introduction to Managing the Sales of Goods and Services in Accounts Receivable 19th PM 16th PM Managing the Sales of Goods and Services in Accounts Receivable 20th PM 17th PM Internal Trade: Selling 19th PM 9th PM 19th AM Introduction to the Purchase to Pay (P2P) Process 12th AM19th PM26th PM2nd AM9th AM16th PM23rd AM2nd AM 16th PM23rd AM30th AM Purchase Requisitions 13th AM20th AM27th AM3rd AM10th AM17th AM24th AM3rd AM 17th AM24th PM31st AM Non Standard Purchase Requisitions 14th PM21st AM28th PM4th AM11th PM18th AM25th PM4th AM 18th AM25th PM Migrating to iProcurement 25th PM 26th AM 22nd AM Purchasing Authorisation and ReportingTo express an interest in attending this course please contact: Purchasing & Payables: Month End Workshop 21st PM 15th AM 2nd PM 26th AM Entering Supplier Invoices and Credit Notes 22nd AM 9th AM 26th AM Managing Invoices on Hold 25th AM 11th AM 1st PM Managing Non Standard Supplier Invoices 27th AM 12th AM 4th PM Using Applications Desktop Integrator (ADI) 8th PM 9th AM Using Excel for Financial Reporting 8th AM Managing Financials Data in Excel 22nd AM Introduction to Finance6th AM 3rd AM