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e UMB Financials. Power User Meeting October 12, 2006. Agenda. Welcome...status of things.. Announcements Status/updates of Operating Issues Training Update Next PU Meeting?. ….Things to Remember…. from January 12, 2006. FAS Accounts become Chartstrings

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E umb financials

eUMB Financials

Power User Meeting

October 12, 2006


Agenda

Agenda

  • Welcome...status of things..

  • Announcements

  • Status/updates of Operating Issues

  • Training Update

  • Next PU Meeting?


Things to remember from january 12 2006

….Things to Remember….from January 12, 2006

  • FAS Accounts become Chartstrings

  • Chartstrings are made up of a combination of Chartfields

  • For Transactions Purposes user must know the following chartfields: PCBU, Project ID, Account, and Tx. Dept. The system will dynamically populate GLBU, Owner Dept, Program and Fund

  • For Reporting purposes user must be familiar with the definitions of ALL Chartfields and Understand the concept of “Time Spans” or various reporting periods, such as Fiscal Year, Project Year and Project Life to Date

  • The “ How To Do Something” in the system will come when you attend formal Training.

  • The “Understanding” of how all this fits together will come as time goes on and you experience using all the features and functions of the system….

  • Enjoy the ride starting March 1, 2006


Announcements

Announcements

  • New Grant Payment Report (10/31/2006)

  • RAVEN…Quicker entry & “Save As” feature (10/15/06)

  • RAVEN…performance enhancement modification (target 12/01/06)


Status updates of operating issues

Status/Updates of Operating Issues

  • Procurement…Receiving...quantity vs. amount

  • Monthly “Hard Close”…

  • Cost Sharing…


Training update

Training Update

  • Financials

    • Each class offered monthly

  • New training classroom in SSW room 507

  • (Greene & Baltimore Streets)

  • Check eUMB Training Information pageto register

RAVEN

RAVEN 101..offered monthly…next session 10/21

RAVEN Inquiry…offered 2-3 times a monthly

RAVEN: Life after Fetch...offered every other month, next

session10/17, Law School Room 107, 2:30 – 4pm


Next meeting

Next Meeting

To be scheduled……week after Thanksgiving!!!


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