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F&A Section:
Financials Support Services
Course Number:
FPO235                 -Click here to register
Course Name:
Advanced ePro Requisition Workshop
Description:
This instructor-led, hands-on workshop is intended for requesters who have already created ePro requisitions, and who want additional training, tips, and tricks to make that task more efficient. Topics covered include: tips for creating a multi-line ePro requisition, creating an ePro requisition for specialized requisitions, creating and working with favorites and other helpful skills for frequent ePro requisition users.
Prerequisites:
FNV130, FCA131, FPO134
 
DATE/TIME
LOCATION
INSTRUCTOR
05/16/2017 Tue, 10:00-12:00
Mark Wray, Melinda Martin

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F&A Section:
Financials Support Services
Course Number:
FPO234                 -Click here to register
Course Name:
ePro Requisition Workshop
Description:
This instructor-led, hands-on workshop is intended for requesters who have already created ePro requisitions, and who want additional training, tips, and tricks to make that task more efficient. 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.
Prerequisites:
FNV130, FCA131, FPO134
 
DATE/TIME
LOCATION
INSTRUCTOR
05/04/2017 Thu, 9:00-12:00
Mark Wray, Melinda Martin

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F&A Section:
Financials Support Services
Course Number:
FRP330                 -Click here to register
Course Name:
Financials Report Training
Description:
This hands-on, instructor-led training workshop covers selected reports in UCF Financials. You learn how to run and interpret the:
  • Budget position report and then learn to drill down for report details
  • Expenditures within Date Range report
  • Pubic queries available within UCF Financials
  • The Financials DataMart
Prerequisites:
FNV130, FCA131, FRP130
 
DATE/TIME
LOCATION
INSTRUCTOR
05/09/2017 Tue, 10:00-12:00
Mark Wray

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F&A Section:
Financials Support Services
Course Number:
FPO232                 -Click here to register
Course Name:
Purchasing Card Workshop
Description:
This instructor-led workshop covers the PCard approval process, including how to assign chartfields, split charges, dispute a charge, and approve asset transactions. You will learn about record keeping and the preferred method to file current charges, how to submit a completed statement to F&A, how to scan a document to minimize its size, and how to use various PCard queries to search for information. In addition, the class will discuss PCard policies, including a review of prohibited charges, required signatures, and the approval role and the approver’s ability to reject inappropriate charges.
Prerequisites:
FNV130, FCA131, FPO135, FPO136
 
DATE/TIME
LOCATION
INSTRUCTOR
05/11/2017 Thu, 3:00-5:00
Cristy Trask, Scott Sedlak

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F&A Section:
Financials Support Services
Course Number:
FRP230                 -Click here to register
Course Name:
Query Tools for UCF Financials
Description:
This all-day class introduces the experienced query user and the query writer to creating reports using the PeopleSoft Query Manager. If you already run queries in Query Viewer and are ready to take the next step and write your own queries, or if you have created queries using tools like MS Query or MS Access and want to write queries in PeopleSoft, this course will familiarize you with the query tools and the tables used in UCF Financials and how to use them to create custom reports.

NOTE: This instructor-led workshop has a mandatory prerequisite course, FRP131 Learning Query Basics which is offered online at Webcourses@UCF. Please complete the online course before registering for FRP230, Query Tools for UCF Financials.
Prerequisites:
FNV130, FCA131, FRP130, FRP131
 
DATE/TIME
LOCATION
INSTRUCTOR
04/13/2017 Thu, 8:00-5:00
Marcia Maukonen

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F&A Section:
Financials Support Services
Course Number:
FPO233                 -Click here to register
Course Name:
Travel Guidelines Workshop
Description:
This instructor led, hands-on workshop guides you through the basics of travel at UCF. You will learn about the basic rules of travel and the types of travel purchase orders (POs). In addition, the class will discuss foreign travel, group travel and how to fill out reimbursement forms. You will practice in a training database, learning to use the copy requisition feature in eProcurement to simplify many repetitive tasks involved with preparing travel requisitions.
Prerequisites:
FNV130, FCA131, FPO134
 
DATE/TIME
LOCATION
INSTRUCTOR
04/25/2017 Tue, 10:00-12:00
Cristy Trask, Mary Williams, Mark Wray
   

 
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