Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To

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Oracle Financials Basics

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For Determining Individuals with Authority for PTA Manager and PTA Maintenance

If you do not have PTA Manager or PTA Maintenance authority, you can find out which individuals do have authority as well as which individuals are able to grant authority:

Determine Individuals with Authority for PTA Manager and PTA Maintenance

For Requesting Non-Sponsored and Miscellaneous Account Receivables Accounts

Search for an Existing PTA Request

Reassign a PTA Request

For Reviewing and Approving PTA Requests

If you have PTA Manager User authority, you can perform tasks for requesting non-sponsored and miscellaneous accounts above. Additionally, PTA Manager Approvers can also:

Review and Approve, Return, Reassign or Terminate / Cancel a PTA Request

For Updating PTA Attributes

Update a Single PTA

Update an Attribute for Multiple PTA Segments

Cancel a Scheduled Attribute Update

Search for Scheduled and Completed Transactions

 

 

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