Oracle Trust wide Finance and Procurement System going live
March 26, 2018
Today the new Oracle Trust wide Finance and Procurement System is going live.
You should have received an email over the weekend confirming that you have been set up on the system and a link for you to change your password.
If you are set up on the system as an approver, you will have received emails confirming that your staff has been set up on the system. If you receive emails for staff that have moved or no longer report to you, please forward the details swbh.neworaclequeries@nhs.net and we will correct the user accounts and hierarchy.
As we start to use the new system, there are a few key things for you to check:
Once logged into the system, before you requisition any items, check your iProcurement Preferences and default codes. These can be found and amended to reflect the correct default location instructions on how to change these can be found in the user guides attached to this communication.
When you enter a requisition, please check the location and finance code applied before proceeding. These can be amended before you submit for approval and permanently corrected as your default set up. Also, check that the correct approver is shown for your requisition, if it is incorrect:
- Change the approver by searching for the correct person.
- Email neworaclequeries@nhs.net and the Systems Administration Team will correct the set up on your account.
Please ensure that you do not use the old iProc system for new requisitions where delivery is expected in April 2018. However, you should continue to receipt old orders up to 31st March on the old system, it is important to correctly receipt in the old system if the goods or services have been received prior to 31 March. This will ensure the expenditure for these items is correctly recorded against 2017/18 budgets.
Any open orders that are not receipted will be copied into the new system after the Bank Holiday weekend. Once these have been copied over, we will send a communication to confirm and ask that you start receipting them in the new system – this expenditure will be recorded against the 2018/19 budgets.
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