1 / 18

Common Financial system (CFS) overview

Common Financial system (CFS) overview. Presented by Information Technology & Financial Services. Agenda. CFS Login. Requisition. Budget Transfer. Procurement Card. OfficeMax. CFS Timeline. CFS Training. Coming Soon: Data Warehouse. Q & A. Introduction & CFS Overview. CMS vs. CFS.

kamea
Download Presentation

Common Financial system (CFS) overview

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Common Financial system (CFS) overview Presented by Information Technology & Financial Services

  2. Agenda CFS Login Requisition Budget Transfer Procurement Card OfficeMax CFS Timeline CFS Training Coming Soon: Data Warehouse Q & A Introduction & CFS Overview CMS vs. CFS

  3. Introduction

  4. CFS Overview • In order to face tougher budget economic climate and create efficiencies, the CMS Steering Committee at the Chancellor’s Office has launched CFS, Common Financial Systems • • The CFS database consolidation project will combine all 23 CSU campuses financial systems into a single CSU system‐wide finance system • • CFS was approved by the Vice Presidents for Finance from all CSU campuses (CABO) and mandated by the Chancellor’s Office that all campuses convert to CFS in a phased implementation by July 2011 • CSUF Enterprise Resource Planning (ERP) Steering Committee has approved moving forward with CFS in October 2009 • • Between November 2009 and June 2010, CSU Fullerton has participated in the design, development, and migration to CFS with a go live scheduled for July 2010

  5. CMS vs.CFS • Core business functionality will essentially remain the same • Department IDs, chartfields • The new system will look and feel the same as CMS • Slight differences in CFS baseline modules • Eliminated all campus‐based modification • Adopting standardized business practices and reporting.

  6. CFS Timeline

  7. Common financial system login • Click on Financial Services (CFS) on Titan Online tab of CSUF portal.

  8. Common financial system login • Under CFS Login, select Production link.

  9. Common financial system login • CFS Homepage

  10. Requisition • Navigation: Home > Purchasing > Requisitions > Add/Update Requisitions

  11. Requisition • Requisition Data Entry screen

  12. Budget Transfer • Budget Transfer form available at : http://finance.fullerton.edu/Budget/Forms/

  13. Procurement card • Process remains the same • Review/approve transactions via the bank • No additional processes related to CFS Contact Michael Pruitt at mpruitt@fullerton.edu for information

  14. OfficeMax • Process remains the same • Enter orders via the OfficeMax tab in portal • Modified CFS Chartfield • Account defaulted to 660003 • All users have default Fund-Dept ID set up • Contact C&P if you need to use class or program codes • No Project codes Contact Michael Pruitt at mpruitt@fullerton.edu for information

  15. Coming Soon: Data Warehouse • Financial Reports/Data Warehouse (September 2010)

  16. CFS Training • Available Now: • Quick reference guides • CFS Overview presentation • Available over the summer: • User guides • Hands-on training classes • Tier One: June 15th • Tier Two: July 15th • Tier Three: August 15 • Available in September 2010: • Data Warehouse training classes CFS Training materials are available at: http://www.fullerton.edu/it/services/training Contact: ittraining@fullerton.edu

  17. CFS Resources • CSUF CFS website: • http://www.fullerton.edu/cms/cfs • CFS Training information: • http://www.fullerton.edu/it/services/training/peoplesoft/finance/cfs.asp

  18. Questions

More Related