common financial system (cfs) overview presented by information technology & financial services

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 mpruitt@fullerton.edu 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 mpruitt@fullerton.edu 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: ittraining@fullerton.edu

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