Performing Single Step Transfers

Perform a single step transfer to transfer a position and its associated expenses from one department to another in a single step. Because you must have access to the source and target entities, Oracle recommends that an Administrator performs the transfer.

  To perform a single step position transfer:

  1. Select View, and then Basic Mode.

  2. Expand Budget Preparation, and then select Maintain position data.

  3. In the POV, select the Scenario, Version, and Year.

  4. From Page, select the HR organization in which the position exists, and then click Go.

  5. Right-click the position and then select Single Step Position Transfer.

  6. Ensure that the correct position is selected, and then select the target cost center or department.

  7. Click Transfer.