System Process Document

Creating a Finance Header

Department
Responsibility/Role
File Name 674427768.doc
Revision
Document Generation Date 07/01/2011 18:11:00
Date Modified 1/7/2011 06:11:00 PM
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Status

Creating a Finance Header

Trigger:

Concept

Using Oracle Learning Management, you can create a finance header to enter financial
transactions with the supplier.

For example, Vision Corporation has purchased computers from Agile Electronic Supplies.
Create a finance header to enter the financial transaction with the supplier in the application.

Note: You can create a finance header using self-service human resources.

In this topic, you will create a finance header using the professional user interface.

Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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System Process Document
Creating a Finance Header

Procedure

Step Action
1. Begin by navigating to the Finance Headers page.

Click the US Learning Management Administrator link.

2. Click the Finance Headers link.

3. Use the Finance Headers page to add appropriate details to create a finance
header.

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 System Process Document
Creating a Finance Header

Step Action
4. Click the Type list.

5. Click the Payable list item.

6. Click in the Name field.

7. Enter the desired information into the Name field. Enter "A. C. Networks".
8. Click in the Contact field.

9. Enter the desired information into the Contact field. Enter "Kim, Mr. Carlo".
10. Click in the Method field.

11. Enter the desired information into the Method field. Enter "Pre-Purchase
Agreement".
12. Click the Status list.

13. Enter the desired information into the Status field. Enter "Awaiting Transfer".
14. Click the Save button.

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System Process Document
Creating a Finance Header

Step Action
15. You have successfully created a finance header.
End of Procedure.

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