Take the pain out of Public Sector Budgeting Implementation Setups Richard Byrom Oracle Applications...
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Transcript of Take the pain out of Public Sector Budgeting Implementation Setups Richard Byrom Oracle Applications...
![Page 1: Take the pain out of Public Sector Budgeting Implementation Setups Richard Byrom Oracle Applications Consultant richard@richardbyrom.com .](https://reader035.fdocuments.in/reader035/viewer/2022062519/5697bf861a28abf838c88021/html5/thumbnails/1.jpg)
Take the pain out of Public Sector Budgeting Implementation Setups
Richard Byrom
Oracle Applications Consultant
http://www.richardbyrom.com
Appsworld January 2004
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Agenda
• Objectives
• Processes and architecture
• Setup Steps (Position and Non Position)
• Excel Spreadsheet Interface
• Conclusion
• Questions & Answers
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Objectives
• To outline and demonstrate the key setup steps for Position and Non Position Budgeting
• To provide an overview of how to setup and use the excel spreadsheet interface
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Processes and architecture
• Understand the budgeting cycle• Understand the organizational structure
– Employees and hierarchy– Account Structure
• Understand the different types of budget
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Position Steps - DemoStage Detailed Step Requirement
26 Define Budget Year Types* Required27 Define Budget Calendar* Required28 Define Standard Budget Items Optional29 Setup General Ledger Interfaces* Required30 Setup General Ledger Budget Sets* Required31 Define Global Account Sets* Optional32 Define Budget Group Categories* Optional33 Define Budget Stages* Required34 Setup Budget Groups And Security Required35 Define Budget Review Groups And Budget
Group Rules for Account SetsOptional
36 Set Line-item Budgeting Profile Options Optional
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Non – Position Steps demoStage Detailed Step Requirement
37 Define PSB Position Key Flexfield Required38 Define Position Attributes* Required39 Define Data Extract* Required40 Run Data Extract* Required41 Review or Modify Position Attribute Values* Optional42 Define Global Position Sets Optional43 Define Budget Review Groups for Position Sets Budget44 Define Elements Required45 Define Position Default Rules Required46 Apply Position Defaults Required47 Review or Modify Positions Required48 Refresh Data Extract Optional49 Repeat steps Optional50 Set Position Budgeting Profile Options Optional
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GL Steps – Ensure Budgetary Control enabled
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Define GL Budget
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Define Budget Organization
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Define Budget Year Types
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Define Budget Calendar
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Define Budget Group Categories
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Budget Group Categories Example
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Define Account Sets – Global
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Define Account Sets Local
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Assign Account Sets to the Hierarchy – from bottom up
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GL Budget Sets – Link PSB to GL
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GL Interface
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Define Position Attributes
Name Data Type
Adjustment Date Date
Default Weekly Hours
Number
FTE Number
Hire Date Date
Job Character
Organization Character
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Extract Data from HR
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View validations of HR extract
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Constraints/Ceilings
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The end result – A budget worksheet
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Excel spreadsheet interface – concept and demo
Oracle Public SectorBudgeting Worksheet
Spreadsheet InterfaceTable
Excel
Import
ExportExport
Import
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Excel Spreadsheet Interface – Setup Demo
• Run PSBCRUSR.sql Script• Install PSBVEXCL.xla file • Test the connection• Perform worksheet operations
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Conclusions
• Oracle E-business suite provides an effective architecture and system for running your PSB
• Processes outside the system as well as the people aspects are equally important in ensuring an appropriate PSB infrastructure.
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AQ&
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Speaker Information
Name: Richard Byrom
e-mail: [email protected]
Company: RPC Data Ltd
Web Site: http://www.rpcdata.com
http://www.richardbyrom.com
Mobile: +267-72671285