common financial system (cfs) overview presented by information technology & financial services
Post on 21-Dec-2015
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COMMON FINANCIAL SYSTEM (CFS) OVERVIEWPresented by Information Technology & Financial Services
CFS Login
AGENDA
Requisition
Budget Transfer
Procurement Card
OfficeMax
CFS Timeline
CFS Training
Coming Soon: Data Warehouse
Q & A
Introduction & CFS Overview
CMS vs. CFS
INTRODUCTION
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
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.
CFS TIMELINE
COMMON FINANCIAL SYSTEM LOGIN
•Click on Financial Services (CFS) on Titan Online tab of CSUF portal.
COMMON FINANCIAL SYSTEM LOGIN
•Under CFS Login, select Production link.
COMMON FINANCIAL SYSTEM LOGIN
• CFS Homepage
REQUISITION
•Navigation: Home > Purchasing > Requisitions > Add/Update Requisitions
REQUISITION
•Requisition Data Entry screen
BUDGET TRANSFER
•Budget Transfer form available at : http://finance.fullerton.edu/Budget/Forms/
PROCUREMENT CARD
•Process remains the same•Review/approve transactions via the bank•No additional processes related to CFS
Contact Michael Pruitt at [email protected] for information
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 [email protected] for information
COMING SOON: DATA WAREHOUSE
•Financial Reports/Data Warehouse (September 2010)
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: [email protected]
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
QUESTIONS