A term used to describe a group of individuals who complete similar business processes. This drives security access and is not associated with any one position.
Application Programming Interface (API)
Application programming interface; code that allows programs to communicate with each other. Oracle delivers numerous APIs with the Oracle Cloud product.
Application Development Framework Desktop (ADFD)
Spreadsheet that can be used to load specific data or transactions en masse. Requires a live connection to the system; contains live data and leverages application security.
Accounts Receivable (AR)
Accounts Receivable Invoice (ARI)
Transaction used to record money due to UCLA from an external party as compensation for a good or service provided. Invoices can have multiple lines for multiple services/goods provided to a single customer.
Business Process Analysis (BPA)
The development of business process maps is iterative, and so each round is followed by Business Process Analysis sessions during which the maps are reviewed with user groups to ensure their accuracy and enhance the level of detail.
Business Process Mapping (BPM)
The process of visually documenting future-state business processes in Visio maps, which show each step in relevant business processes, including Oracle Cloud steps, other system steps, offline steps, decision points, etc. Process maps also indicate the actors involved in a given business process. Ascend will contain three formal rounds of BPM.
Business Process Inventory (BPI)
A list of the business functions performed by an organization; typically specifies the responsible owner of a business function. May have variations that could entail different actions conditional upon inputs.
Business Process Map (BPM)
Flowcharts which illustrate a series of tasks from start to finish; includes the actors involved in the tasks, decision points, and outcomes.
Business Unit (BU)
A way to organize and segregate data into distinct pillars for processing, reporting, and security. Generally applicable to Subledgers, but not to the GL.
Change Network (CN)
Representatives from across the university who play a significant role in promoting Ascend awareness and adoption within their departments; help to localize the change from the onset of the project to ensure they are prepared for go-live.
Chart of Accounts (CoA)
A multi-segment structure used to describe every accounting entry within the General Ledger in which each segment contains its own hierarchy of values.
Chart of Accounts (CoAS) Segment
A field within the CoA that is used to capture a unique aspect of each financial transaction.
A setup function within a software application; not a customization.
3rd stage of Cloud implementation methodology that involves building a prototype of the new system, conducting initial testing, and validating the design with the users. This phase includes multiple iterations (typically two or more).
CRP (Conference Room Pilot)
CRP, or Conference Room Pilot testing, includes three cycles of iterative testing, which are carried out by the project team to evaluate system configuration and business process maps. CRP testing also includes time to resolve problems, reconfigure, and re-test.
Conference Room Pilot Round 1 (CRP1)
Conference Room Pilot (round 1); unit testing of configuration using basic transactions with realistic business scenarios.
The process of moving an application into production usage; typically includes both technical and business process tasks.
The process of taking data from an old/legacy system, adding missing data, and then transferring the entire set of data created to the new system.
A method of grouping sets of data; allows UCLA to provide users with access to the subset of data related to their unit and/or job.
Database Cloud Service (DBCS)
A cloud database is a database that is deployed in a cloud environment as opposed to an on-premise environment.
Database Enterprise Edition (DBEE)
Oracle Enterprise Edition Database
5th stage of Cloud implementation methodology during which user training begins, the readiness of the organization to migrate to the new system is confirmed and cutover occurs.
2nd stage of Cloud implementation methodology during which the project team creates the initial system configuration, writes functional and business process design documents, and begins to develop test cases and the change management and training plans.
Refers to workshops carried out by the project team across both functional and technical workstreams. Functional workshops focus on business process and configuration decisions, involving team members from each specific area (e.g., Grants, Procurement, Receivables, etc.). Technical workshops address topics such as integration and conversions, involving individuals from the technical and functional teams.
Detailed Data Requirements (DDR)
Determine data needed for analytics
Enterprise Manager (EM)
Oracle Enterprise Manager
Entity Approvers (EA)
A group of individuals who oversee financial activity for a given Entity (major operational unit responsible for a transaction, like the School of Law), and are heavily involved in approval processes.
Enterprise Performance Management (EPM)
In the context of this project, Oracle EPM is a framework of the technical and functional components shared among Cloud EPM processes. It enables you to have a more unified user experience and simplified administration across different business functions. It also includes Enterprise Planning and Budgeting Cloud Service (EPBCS) and related technologies.
Enterprise Resource Planning (ERP)
Enterprise Resource Planning; in the context of this project, Oracle Cloud ERP contains the financial modules of general ledger, payables, asset management, cash management, receivables, and expenses.
The Oracle Fusion Cash Management transactions related to cash activity that was not recorded within the application. For example, transactions created from bank statement lines for bank charges.
UCLA PeopleSoft Financials System
Financial Unit Managers
A group of individuals who manage the finances for a particular Financial Unit (academic or administrative operating unit like Central Ticketing Office), and are heavily involved in approval processes.
Arrangement of CoA Value Set Values into parent-child relationships for aggregate reporting.
The stabilization period after system launch, focusing on customer support, data integrity and system stability.
Any reference to “Implementer” or “SI” shall mean and refer to Huron, and vice-versa.
Set of cloud-based interfaces to connect UCLA departments to Oracle Cloud and to support future-state business processes.
A security role provisioned to an end user that houses many privileges, which provide access to view pages and complete system actions.
A standard for evaluating the effectiveness of training (formal or informal).
Lift To Date (LTD)
Often referenced in relation to data conversion or reporting
A test iteration of a procedure; often used in the context of data conversion.
Module / Subledger
Modules, or Subledgers, contain details of financial transactions. Each module/Subledger contains a distinct set of data, depending on which business area it is associated with, though there is some overlap. Modules/Subledgers are interrelated; most feed accounting information into the General Ledger.
Procure to Pay (P2P)
This term identifies all the processes involved in obtaining (purchasing) goods and services, including getting bids from suppliers, issuing payments to suppliers, and the accounting related to these payments. It involves Purchasing and Accounts Payable, the requesters, outside parties, and many others. Often also includes employee expense reimbursement payments.
Platform as a Service (PaaS)
Platform as a service (PaaS) is a complete development and deployment environment in the cloud, with resources that enable you to deliver everything from simple cloud-based apps to sophisticated, cloud-enabled enterprise applications.
Planning and Budgeting Cloud Service (PBCS)
Planning and Budgeting Cloud Service
Testing to make sure the system can withstand expected transaction volumes and anticipated future growth.
Planning & Budgeting
Business processes related to creating a budget (e.g., annual, long term, capital); within the context of this project, may be supported by the Oracle Planning and Budgeting Cloud Service.
Project Organization Expenditure Type Award /Funding Source (POETAF)
Combination that describes a Project Portfolio Management expenditure.
Project Portfolio Management (PPM)
In the context of this project, Oracle Cloud PPM includes grants management, project costing, and project billing and contracts modules.
Refers to familiarization sessions, which are conducted to provide the project team the opportunity to become acquainted with and knowledgeable about the new system, addressing topics of navigation, functionality, and configuration; these sessions are organized around future-state business processes.
Migrating Oracle Data Integration mappings to Production
Contains financial and demographic information at a more granular level of detail than the award. May exist to differentiate various PIs, departments, F&A rates, or purposes (e.g., cost share, capitalizable, billable, etc.). Also used to capture costs over time so that they may be capitalized as part of a Capital Project. Projects also contain budgetary data while awards do not.
Property, Plant, & Equipment (PP&E)
Corporate Financial Services team, responsible for the financial management and reporting of assets and capital projects.
Record of payment received from a customer and related to an invoice. Indicates actual dollars received, not just a transfer of revenue.
Unit incurs an internal expense during a recharge.
Reconciliation is the process of comparing transactions and activity to supporting documentation. Further, reconciliation involves resolving any discrepancies that may have been discovered.
In the future state, all purchasing transactions will begin with a req.
Software as a Service (SaaS)
A way of delivering applications over the Internet—as a service. Instead of installing and maintaining software, you simply access it via the Internet, freeing yourself from complex software and hardware management.
Supply Chain Management (SCM)
Supply Chain Management; in the context of this project, Oracle Cloud SCM contains the procurement and inventory modules.
Service Unit / Supplier
Unit earns an internal revenue during a recharge.
Secure File Transfer Protocol (SFTP)
Secure File Transfer Protocol
Systems Integration Testing (SIT)
During Systems Integration Testing (SIT), the project team will thoroughly test the integrations between different systems and ensure that all future-state business processes can be executed end-to-end successfully.
Oracle Cloud offers Smart Forms as a way to create specific types of requisition lines. We expect to use Smart Forms for some of what you today refer to as X-Class orders such as honoraria, some subscriptions, and utility bills.
Service Oriented Architecture (SOA)
Service Oriented Architecture
Source System Analysis (SSA)
Determine source for each data element and data extraction method.
6th stage of Cloud implementation methodology; during this stage the support structures for the system are implemented, the system is stabilized and knowledge transfer to the client organization occurs.
Functional area within a data warehouse (e.g., vendors, purchasing, research, etc.).
Test to Test (T2T)
A refresh of a test application environment from another test environment.
May exist to differentiate various PIs, departments, F&A rates, or purposes (e.g. cost share, capitalizable, billable, etc.) Most granular level of detail within an award or project.
Migrate ODI objects to test system
User Acceptance Testing (UAT)
User Acceptance Testing (UAT) is the final stage of testing. During this cycle, a broader group of UCLA employees who are future end users will test the system applications to ensure they understand how future functionality and business processes will be used to meet their local requirements and design specifications previously decided by running through a variety of business case test scenarios.
User Acceptance Testing Issue Resolution Cycle
Resolve issue with ODI mappings
Universal Content Management (UCM)
A document management system based on Oracle WebCenter Content embedded in Oracle Fusion Applications.
Cost that is processed into project portfolio management, but fails to post to a project.
4th stage of Cloud implementation methodology; during this phase, user acceptance testing is conducted, as well as performance testing.
The list of values that is associated with a given CoA segment.
Value Set Value
A roll-up or transactional value that exists within a value set.
Implementation without customization to the vendor software application.
In the context of this project, the systematic routing of transactions to the appropriate users for approval.
Zero Dollar Invoice
Future-state recharge that consists of one positive expense line for the receiver unit, and one negative expense (revenue) line for the service unit.