1. 1 CMS Finance Training Requisitions Budget Transfers Commitments Financial Reports Continue

2. 2 Agenda Accessing CMS Finance Requisition - Data Entry / Approval / Inquiry Budget Transfer - Data Entry / Approval / Inquiry Commitment Entry Reports Training, Support and Security Continue

3. 3 Password Reminders Users access CMS Finance through the Portal (using campus assigned username / password). – Password must be a minimum of 8 characters. – Password must contact at least 3 special characters (number, symbols, UPPERCASE or lowercase letters). – Change password frequently. Minimum every 180 days. – Never give out your password. Continue

4. 4 Accessing CMS Finance Continue

5. 5 Requisitions Continue

6. 6 Requisitions In CMS, authorized College/Departments will… 1. Enter requisitions 2. Approve requisitions 3. View requisition status 4. Print Dispatched Purchase Orders Continue

7. 7 Requisitions Continue

8. 8 Requisitions Continue

9. 9 Requisitions Continue

10. 10 Requisitions Continue

11. 11 Requisitions Continue

12. 12 Requisitions - Approval Continue

13. 13 Requisitions Kee, Kim Continue

14. 14 Requisitions Kee, Kim Continue

15. 15 Requisitions Continue

16. 16 Requisitions Continue

17. 17 Requisitions Continue

18. 18 Requisitions Continue

19. 19 Requisitions Continue

20. 20 Requisitions Continue

21. 21 Requisitions Continue

22. 22 Requisitions Continue

23. 23 Budget Transfers Continue

24. 24 Budget Transfer In CMS, authorized College/Departments will… 1. Enter budget transfers 2. Approve budget transfers 3. View transfer status Continue

25. 25 Budget Transfers Continue

26. 26 Budget Transfers Continue

27. 27 Budget Transfers Continue

28. 28 Budget Transfers Continue

29. 29 Budget Transfers Continue

30. 30 Budget Transfers- Approval Continue

31. 31 Budget Transfers Kee, Kim Continue

32. 32 Budget Transfers Kee, Kim Continue

33. 33 Budget Transfers Continue

34. 34 Budget Transfers Continue

35. 35 Budget Transfers Continue

36. 36 Commitments Replaces Colleges/Departments shadow systems Tracks funds committed before they are pre- encumbered, encumbered and/or expensed. Manual reconciliation required. Information from commitment entry database will be pulled into CMS for more accurate and complete reporting. Continue

37. 37 Commitments Continue

38. 38 Commitments Continue

39. 39 Distributed Financial Reports Expenditure Summary - allows the department to view a summary of all financial transactions (by account), as of the reporting date Expenditure Detail - allows the department to view detailed financial transactions (by account), as of the reporting date Requisition/P.O. Summary - allows the department to view an overall summary of requisition and purchase order transactions Requisition/P.O. Detail - allows the department to view line-by- line requisition, purchase order and invoice activity Continue

40. 40 Distributed Financial Reports Budget Allocation & Transfer - allows the department to view budget transactions (by account), as of the reporting date Open Commitment - allows the department to view a list of open commitments entered by the preparer on the “Commitment Data Entry” page in CMS Security (By Employee or Department) - allows identified users to view CMS Finance Security for their department. It is used to identify employee’s CMS Finance Roles, as well as their assigned approvers. Continue

41. 41 Accessing CMS Reports Continue

42. 42 Accessing CMS Reports FileNet Home Page FileNet Search Page Continue

43. 43 Training, Support and Security Open Labs – offered twice a month Who to Contact Continue

44. 44 Training, Support and Security Continue

45. 45 Training, Support and Security Access Request Form Continue

46. 46 1.Email CMS Training and Support – Subject line: Department Chair Training cmstraining@fullerton.edu cmstraining@fullerton.edu 2.Complete the CMS Access & Compliance Form Thank you