Learning Our work is essential to the success of faculty, staff, and student education. Recognizing that technology continues to change the context of the way we work and learn, we provide necessary resources, services, and people committed to the successful support of the learning process. -Excerpt from The Division of Finance Mission Statement

Financial Management System Training

Online Training
Training Manual
Instructor-Led Seminars
Contact Information

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Financial Management System Online Training

(follow a short online demonstration of each task, see explanation of how to proceed to the next slide in image below)

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DEMO ONLY (View a demonstration of the task.)

PRACTICE YOUR SKILLS!   (Now that you have viewed      the Demo try it yourself!)

PRINT NOTES (Print copies of the slides from the Demo)

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      GENERAL TASKS

Log On to Financial Management System	Practice Your Skills!	Print
Log Off of Financial Management System	Practice Your Skills!	Print
Financial Management System Navigation		Print
Switch Responsibilities	Practice Your Skills!	Print

      ACCOUNTS PAYABLE TASKS

            This view is useful when researching the details of an invoice and can be used to search for:
            Invoices scheduled for payment

• Invoices that have been paid
• The account numbers that were used to pay an invoice
• Invoices paid to a specific supplier
• Invoices paid against a Purchase Order
• Payment made for a Travel Expense Report
• Payment made to cover PCARD purchases

Note: Invoices include: Direct Payment Forms, Travel Expense Reports, and Invoices paid on Purchase Orders.

Invoice Inquiry	Practice Your Skills!	Print
Invoice Navigation		Print

      PURCHASING TASKS

       This view can be used to search for and view, in summary form, a specific purchase order and can also be used to find:

Approval date of the purchase order

Information that the supplier received on their purchase order

Account distribution associated with each line item

Notes to receiving areas on campus that give specific direction for delivery of goods

Whether there have been any invoice payments, by line item and purchase order total

Invoices received for the purchase order and amounts paid on each invoice

Purchase Order Initiation Process		Print
Access the Requisition Form		Print
Requisition Form Entry		Print
Purchase Order Inquiry	Practice Your Skills!	Print
Purchase Order Navigation		Print

      GENERAL LEDGER TASKS

           Funds Available View

This view can be used to:

Find available funds by Cost Center, allowing you to compare budget to actual and encumbrances

Find all Cost Center summaries for a Planning Unit (comparable to the M110 report)

Find Natural Account detail by Cost Center (comparable to M100 report)

Find expenditure detail by Natural Account (comparable to M900 report)

Produce a monthly Income Statement by Natural Account for one or more Cost Centers      

Create your own queries using one or more account code segments

These training movies will be useful to find out how much budget is available and view actual dollars spent and dollars encumbered by both cost center and natural account. It can be used to view all expenditures for a particular natural account or to create a real-time income statement for one or more cost centers.

This view is NOT available for Grant or Plant accounts. Please see the Project Accounting section for training movies for these account.

How to Access Funds Available View if you have FMS report access	Practice Your Skills!	Print
How to Access Funds Available View if you have online FMS access	Practice Your Skills!	Print
Query Single Cost Center	Practice Your Skills!	Print
Query Range of Cost Centers	Practice Your Skills!	Print
View Complete Segment Value List		Print
Look Up Account Segment Name		Print
Drill Down to Detail	Practice Your Skills!	Print
Email Cost Center Income Statement	Practice Your Skills!	Print
Email Period To Date Actuals	Practice Your Skills!	Print
Excel Tutorial		Print
Chart of Accounts		Print

      PROJECT ACCOUNTING TASKS (Grant Accounts and Plant Accounts)

           COMING SOON !!!

      REPORT READING TASKS

           COMING SOON !!!

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Financial Management System Instructor-Led Training Seminars

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FMS102: Transaction Inquiry

Transaction Inquiry is designed to give Ohio University employees an overview of Oracle Applications and an introduction to Purchase Order and Invoice inquiry. This seminar is recommended if your duties include the processing and tracking of these types of transactions:

• Purchase Requisitions
• Direct Payments
• Travel Expense Reports
• Purchasing Card Transactions

The following topics will be covered:

• Oracle Overview and Navigation will introduce the user to module relationships within the Financial Management System, the chart of accounts and navigation within the application.
• Purchase Order Inquiry will show the user how to locate and view a purchase order using various search criteria and find relevant information such as PO invoice, accounting info., amount paid etc.
• Invoice Inquiry will show the user how to obtain information about supplier invoices including payment and account distribution information.

 FMS103: General Ledger and Report Reading Seminar (this is not for Grant or Plant Fund Accounts, please refer to the FMS104 Project Status Inquiry training)

The General Ledger is the core of the accounting system that tracks and summarizes all University financial transactions for each account. This seminar is designed to provide Ohio University employees an overview of Oracle applications, an introduction to the Funds Available View as well as on-line reports. This session will prove valuable if your responsibilities include:

• Budget management
• Report reconciliation
• Tracking account balances

The following topics will be covered:

• Oracle Overview and Navigation will introduce the user to module relationships within the Financial Management System, the chart of accounts and navigation within the application.
• Funds Available View will show the user how to find bottom-line totals including total budget, encumbrances, actual expenditures and funds available for one or more cost centers. This view also provides totals by natural accounts for a cost center and includes the ability to drill-down from natural accounts to the expenditure item details. Users will also learn how to produce a real-time income statement for one or more cost centers.
• Report Reading will show the user how to access and view on-line reports to find monthly account activity including budget, encumbrances, expenditures, open POs and payroll information.

 FMS104: Project Status Inquiry and Project Account Report Reading Seminar

The Oracle Financial Management System has a Projects module dedicated specifically to grants, contract and plant funds. This seminar is designed for those who manage, track or work with these externally funded projects. This session will prove valuable if your responsibilities include:

• Tracking project transactions
• Monitoring project account balances
• Reading project reports

The following topics will be covered:

• Oracle Overview and Navigation will introduce the user to module relationships within the Financial Management System, the new chart of accounts and navigation within the application.
• Project Status Inquiry will show the user how to locate and view both summary and detail information for projects including monthly and inception-to-date expenditure, commitment and funds available totals at both the project and task levels. PSI also includes instructions on how to "Drill-down" to view the individual transactions that make up those totals
• Expenditure Inquiry will show the user how to query expenditure details for an entire project across multiple tasks.
• Report Reading will show the user how to access and view on-line project reports to find monthly account activity including budget, commitments, expenditures, open POs and payroll information.

**Click here for instructions on how to use the Online Registration System.


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CONTACT INFORMATION:

Frontline

(740) 597-8000

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Last Revised: September 10, 2006