Announcements
F&A Offering Instructor-led Training in UCF Financials for August - September 2009
Finance and Accounting (F&A)is pleased to announce new and expanded instructor-led training workshops to support UCF Financials users. For more information on any of the courses listed below, and to register, visit http://www.financials.ucf.edu/training/instructor-led_courses/instructor-led_courses.htm
Asset Management topics
FAM 210 – Asset Management Workshop – Expanded to include updated business process and a complete overview of the flow of data from a simple requisition or PCard transaction to the payment voucher and then to the Asset Management module. Additional topics include creating an asset in the PCard module, increasing an existing asset’s value with a PCard charge, decreasing an asset’s value with a PCard credit, and splitting PCard transactions to create multiple assets from a single charge. Instructors explain the links on the Property Web site, including the various forms, questions and answers (FAQ), schedule of inventory, and surplus property. Another highlight of this training is learning different queries you can use to obtain asset information by department/project or by location.
FAM211 – Property Custodian Training – This limited-time workshop covers the steps involved in creating property transfer requests, and completing the online Lost/Missing property pages. The training sessions are appropriate for departmental Property Custodians, as well as Deans, Directors, and Chairs who will approve the inter-departmental property transfers.
General Ledger topics
FGL203 – Offline Journal Workshop – A hands-on workshop offering practice in downloading and using UCF’s Offline Journal Template to create requests for inter-departmental transfers of expenses and revenue.
Purchasing topics
FPO 212 Purchasing Card Workshop – Recently expanded to include best practices for approving PCard transactions, a review of UCF’s current PCard policies and business practices. Appropriate for PCard approvers who are encouraged to bring real, departmental PCard transactions to approve during this hands-on, instructor-led workshop.
FPO213 – Travel Guidelines Workshop - Guides you through the basics of travel at UCF. Learn about UCF’s basic rules of travel and types of travel purchase orders (POs). Additional topics include foreign travel, group travel and how to fill out reimbursement forms.
FPO214 – ePro Requisition Workshop - This instructor-led workshop is a review of its prerequisite FPO114 course, Creating eProcurement Requisitions. Topics covered include:
* Creating an ePro requisition
* Creating a multi-line ePro requisition
* Creating an ePro requisition for travel expenditures
* Adding comments and attachments
* Approving ePro requisitions, and the workflow process
FPO215 – ePro Template Workshop - The instructor-led training workshop FPO215 ePro Template Workshop is intended for anyone interested in learning to set up and use ePro templates. The focus of the workshop will be on creating templates for use in preparing travel requisitions, but the skill is transferable to all other types of purchase requisitions.
Participants should already be users of the UCF Financials system, and have taken and passed the WebCT course FPO114 Creating ePro Requisitions.
Reporting topics
FRP210 – Basic Query Reports - This instructor-led class teaches you how to create custom reports using PeopleSoft Query. You will also learn how to create criteria, join systems tables, and evaluate run-time prompts.
Financials Support Services strongly recommends that in preparation for the class, you explore the Query Viewer menu option to which you already have access. Past experience has shown that familiarity with Query Viewer will greatly enhance your experience in the Basic Query class.
Users should be comfortable using the internet and have completed the following UCF Financials training courses:
* FNV110
* FCA110
* FRP110
FRP300 – Financials Reports Training - This hands-on training class covers running several UCF Financials reports and interpreting the results, and provides tips on how to use UCF Financials to reconcile department or project expenditures.
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