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Take the pain out of Public Sector Budgeting I mplementation S etups

Take the pain out of Public Sector Budgeting I mplementation S etups . Richard Byrom Oracle Applications Consultant richard@richardbyrom.com http://www.richardbyrom.com Appsworld January 2004. Agenda. Objectives Processes and architecture Setup Steps (Position and Non Position)

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Take the pain out of Public Sector Budgeting I mplementation S etups

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  1. Take the pain out of Public Sector Budgeting Implementation Setups Richard Byrom Oracle Applications Consultant richard@richardbyrom.com http://www.richardbyrom.com Appsworld January 2004

  2. Agenda • Objectives • Processes and architecture • Setup Steps (Position and Non Position) • Excel Spreadsheet Interface • Conclusion • Questions & Answers

  3. 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

  4. Processes and architecture • Understand the budgeting cycle • Understand the organizational structure • Employees and hierarchy • Account Structure • Understand the different types of budget

  5. Position Steps - Demo

  6. Non – Position Steps demo

  7. GL Steps – Ensure Budgetary Control enabled

  8. Define GL Budget

  9. Define Budget Organization

  10. Define Budget Year Types

  11. Define Budget Calendar

  12. Define Budget Group Categories

  13. Budget Group Categories Example

  14. Define Account Sets – Global

  15. Define Account Sets Local

  16. Assign Account Sets to the Hierarchy – from bottom up

  17. GL Budget Sets – Link PSB to GL

  18. GL Interface

  19. Define Position Attributes

  20. Extract Data from HR

  21. View validations of HR extract

  22. Constraints/Ceilings

  23. The end result – A budget worksheet

  24. Excel spreadsheet interface – concept and demo

  25. Excel Spreadsheet Interface – Setup Demo • Run PSBCRUSR.sql Script • Install PSBVEXCL.xla file • Test the connection • Perform worksheet operations

  26. 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.

  27. Q & A

  28. Speaker Information Name: Richard Byrom e-mail: richard@rpcdata.com richard@richardbyrom.com Company: RPC Data Ltd Web Site: http://www.rpcdata.com http://www.richardbyrom.com Mobile: +267-72671285

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