Documentation for Finance Department Employees

Employees who support back-end functions related to the ERP Finance Project can access important resources in the table below. These resources are designed to assist District staff in understanding procedures and protocols as they relate to using the ERP system. Resources are organized by process area. These documents are NOT intended for front-end users (i.e., school staff, designated purchasers, contract administrators, etc.). Those resources can be found at the main ERPHelp site by navigating to the appropriate module.

Business Process Documents are intended to support back-end SDP staff in understanding departments’ processes and responsibilities – both within and outside of the ERP system. This includes system functionality and terminology as they relate to an employee’s assigned work.

Knowledge Transfer Guides are compiled steppers that detail Oracle ERP system “How tos” and “step by step” instructions for back-end use of the system.

Accounting - Chart of Accounts/General Ledger

Resource NameResource Type
General Ledger Business ProcessesBusiness Processes Document
General Ledger Knowledge TransferKnowledge Transfer Document
New Source Value Request FormSupporting Documentation
New Project Request Form 2022.02.28Supporting Documentation

Accounts Payable

Resource NameResource Type
Accounts Payable Business ProcessesBusiness Processes Document
Accounts Payable Knowledge TransferKnowledge Transfer Document

Assets Management

Resource NameResource Type
Fixed Assets Business ProcessesBusiness Processes Document
Fixed Assets Knowledge TransferKnowledge Transfer Document

Capital Projects

Resource NameResource Type
Capital Projects Business ProcessesBusiness Processes Document
Project Portfolio Management Knowledge TransferKnowledge Transfer Document

Inventory

Resource NameResource Type
Inventory Business ProcessesBusiness Processes Document
Inventory Knowledge TransferKnowledge Transfer Document

Procurement and General Counsel

Resource NameResource Type
Procurement Business ProcessBusiness Processes Document
Buyers Knowledge TransferKnowledge Transfer Document
Contracts Knowledge TransferKnowledge Transfer Document
Negotiations Knowledge TransferKnowledge Transfer Document
Supplier Management Knowledge TransferKnowledge Transfer Document

Revenue and Cash Management

Resource NameResource Type
Accounts Receivable Business ProcessesBusiness Processes Document
Accounts Receivable Knowledge TransferKnowledge Transfer Document
Treasury Business ProcessesBusiness Processes Document
Case Management Knowledge TransferKnowledge Transfer Document