1. COMMON FINANCIAL SYSTEM (CFS) OVERVIEW Presented by Information Technology & Financial Services

2. CFS Login A GENDA 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 O VERVIEW 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 T IMELINE

7. C OMMON FINANCIAL SYSTEM LOGIN Click on Financial Services (CFS) on Titan Online tab of CSUF portal.

8. C OMMON FINANCIAL SYSTEM LOGIN Under CFS Login, select Production link.

9. C OMMON FINANCIAL SYSTEM LOGIN CFS Homepage

10. R EQUISITION Navigation: Home > Purchasing > Requisitions > Add/Update Requisitions

11. R EQUISITION Requisition Data Entry screen

12. B UDGET T RANSFER Budget Transfer form available at : http://finance.fullerton.edu/Budget/Forms/http://finance.fullerton.edu/Budget/Forms/

13. P ROCUREMENT 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 informationmpruitt@fullerton.edu

14. O FFICE M AX 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 informationmpruitt@fullerton.edu

15. C OMING S OON : D ATA W AREHOUSE Financial Reports/Data Warehouse (September 2010)

16. CFS T RAINING Available Now: Quick reference guides CFS Overview presentation Available over the summer: User guides Hands-on training classes Tier One: June 15 th Tier Two: July 15 th 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.eduittraining@fullerton.edu

17. CFS R ESOURCES 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