[Concurdelegates] Business & Financial Services Insider News

Wed Jul 9 16:49:18 PDT 2025

Dear Colleagues,

The Business & Financial Services (BFS) Insider News
<https://ucr.bmeurl.co/12B51217> delivers key updates and activities
related to financial systems, reports, and business processes that support
your work. Please take a few minutes to review the latest edition and share
it with your departmental teams as needed.

Sincerely,

*Asirra Suguitan*
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/

*Fiscal Closing Deadlines & Resources*

As a reminder, the FY2025 Fiscal Closing Dates & Resources
<https://ucr.benchurl.com/c/l?u=12B51222&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
webpage serves as the central hub for all fiscal year-end close guidance
and deadlines. Please check regularly for updates and complete all required
actions by the published deadlines.
*Manual Salary Cost Transfer (MSCT) Update *
MSCT activity remains high post-Impact23, with most requests tied to
FY2024. Older requests are still being resolved, reflecting the longer life
cycle of complex cases—each MSCT request takes an *average of 4 to 6 hours
to complete* from start to finish. The team continues to work diligently to
reduce the backlog before fiscal year end and support payroll certification
efforts.
*At-a-Glance Metrics*

   -

   Total MSCT Requests: *930*
   -

   FY2024 Volume: *630* (peak year)
   -

   Peak Submission Months:
   *December 2024 & February 2025*

*Backlog vs. New Submissions*

   -

   *475 Backlog* = Older, previously unprocessed requests (e.g., identified
   during reconciliation)
   -

   *392 New* = Recently submitted, current-fiscal year requests

*Please note:* These figures include only MSCTs that have been reviewed and
verified as complete. Requests submitted through the ticketing system (URs)
are first evaluated for completeness. Any follow-up for missing information
occurs within the ticket. Once complete, the request is added to the PCA
MSCT database, and the ticket status updates to *"In Progress."* When
processing is complete, the journal ID is added, and the ticket is closed
with a note confirming completion. Payroll Coordination & Analysis
continues to refine the MSCT process and will share updated requirements as
needed to support efficient workflow.
*Streamlined Supplier Registration Process Now Live for Select Supplier
Types*

A new, simplified supplier registration process is now live for
*Reimbursement/Refund
Only*, *Stipend*, and *Honorarium* supplier types. Eligible suppliers will
now receive a DocuSign form within 30 minutes, eliminating the need to
access the Oracle Supplier Portal. This change is part of our ongoing
efforts to streamline procurement processes and reduce administrative
burden.

Read the full article
<https://ucr.benchurl.com/c/l?u=12B51223&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
for details and important guidance.
*Involve Procurement Early*

*Have a new idea or need in your department? * *Contact Procurement
Services for guidance!*

*Is a deal taking more than three months to finalize?* *Reach out to
Procurement for confirmation of strategy!*

*Is it a large project involving significant funds or multiple
departments?* *Contact
Procurement to confirm whether our involvement is required!*

If you are coordinating an upcoming event, please ensure you allow *at
least 30 days* to process the Performance Agreement, beginning with the
Performance Agreement Intake Questionnaire
<https://ucr.benchurl.com/c/l?u=12B51224&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>.
These
agreements often require coordination across multiple campus departments
and may involve additional reviews and approvals depending on the event
type.

*If the required 30-day lead time cannot be met, your event may need to be
rescheduled to allow sufficient time for processing.*
*Start the Year off Right: Procurement Do's & Dont's*
*Supplier Available ≠ *
*Fully Approved *

*Include Deposit Line in Requisitions *
Being listed in Oracle does not mean a supplier is *fully approved for PO
issuance*. Required documentation—such as the Independent Contractor form,
HR approval, or insurance/risk review—may still need to be completed.

If a deposit is required, it *must *be listed as a separate PO line item.
Otherwise, Procurement Services may reject the requisition, or Accounts
Payable may require a Change Order for amounts under $10K.
*Attachments: Add*
*Contact Info as Text*

*PCard Exception?  Create a Repository *
Use the *Text* option (not *File*) in the Attachments section to include
contact info such as name and email. When attaching documents, label them
as *“Miscellaneous”* instead of “Internal to Requisition.”
If you're approved to use a PCard for a purchase, you must create a *PCard
repository* in Oracle and upload all required documentation to support
audit readiness.

*Email Your PO to the Supplier*

*Planning a One-Time Event or Service?*
For *non-catalog* orders, be sure to email the PO to the supplier so they
receive a copy of the order and a link to UC’s Terms & Conditions. If
emailing a *punchout supplier,* be sure to follow the B2B process.

For *one-time or off-site events*, contact Ana Cotton to confirm the
appropriate purchasing method (PCard, T&E Card, or PO). Visit this
page for supplier
registration
<https://ucr.benchurl.com/c/l?u=12B51225&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
support.
*Redwood for Purchasing Requisitions*

Oracle Procurement is updating its user interface (UI), beginning with
*Purchasing
Requisitions*. The new design, called *Redwood Self-Service Procurement
(RSSP)*, will replace the classic interface and is mandatory. At UCR, RSSP
will launch in two phases:

   - *Pilot Departments* – Monday, July 7
   - *Campus-wide*  – Monday, August 4

*Attention Approvers: Edit Requisitions in RSSP as of July 7 *

In addition to pilot departments, *all approvers* must edit requisitions
using the Approver Edit functionality in the new RSSP interface as of *July
7*. Due to the complexity of system roles and provisioning, this action
must be completed in the updated RSSP page. View the guide and video
<https://ucr.benchurl.com/c/l?u=12B51226&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
.
*To Learn More...*
Monitor the dedicated webpage
<https://ucr.benchurl.com/c/l?u=12B51227&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
and attend a live webinar for a walkthrough of the new Purchase
Requisitions interface. Each session will include a demo of the changes and
Q&A.

* Webinar Dates & Registration: *Register here
<https://ucr.benchurl.com/c/l?u=12B51228&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>

   - Tuesday, July 22 at 2:00 PM
   - Thursday, July 24 at 9:00 AM
   - Tuesday, July 29 at 2:00 PM
   - Thursday, July 31 at 9:00 AM

*Office Hours Extended through August*

BFS office hours will continue through *August *to support your ongoing
needs. In alignment with other sessions, *Procure to Pay & PCard *office
hours will now be 30 minutes. We encourage you to join with your questions
and make the most of this resource.

*New Training Guides Available *

Check out our latest training guides—quick references to help you navigate
key financial and procurement processes.

   - Edit a Requisition as an Approver 7/7/25-8/4/25
   <https://ucr.benchurl.com/c/l?u=12B51226&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=2>

   - Browser Settings for Oracle
   <https://ucr.benchurl.com/c/l?u=12B51229&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
   - Requesting Docu-Sign Eligible Suppliers
   <https://ucr.benchurl.com/c/l?u=12B5122A&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
   - Web Recharge - Service Provider Request Forms
   <https://ucr.benchurl.com/c/l?u=12B5122B&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>

*Known Issues Tracker  *Review the
<https://ucr.benchurl.com/c/l?u=12B5122C&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>Known
Issues Tracker
<https://ucr.benchurl.com/c/l?u=12B5122C&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=2>
for the latest information on issues affecting financial processes and
reports.

*Insider News is brought to you by Business & Financial Services,
delivering timely updates on financial systems, reports, and business
processes to support your work. *

Visit Our Website
<https://ucr.benchurl.com/c/l?u=12B5122D&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
| Announcements
<https://ucr.benchurl.com/c/l?u=12B5122E&e=1A12F24&c=158834&&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&seq=1>
View this email in your browser
<https://ucr.benchurl.com/c/v?e=1A12F24&c=158834&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId>

900 University Ave., Riverside, CA , 92521

Unsubscribe
<https://ucr.benchurl.com/c/su?e=1A12F24&c=158834&t=0&l=13135CB65&email=Yhj5eJcT5vF0Xu1EkKXg8aBanR218rId&relid=>
<https://www.benchmarkemail.com?p=500289>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <https://lists.ucr.edu/pipermail/concurdelegates/attachments/20250709/cf24f906/attachment-0001.htm>