Transcript CSUSB CMS Open Forum

CFS-Consolidated Finance System
CMS Central Data Warehouse
CFS Implementation
 CFS Project Goals
- Systemwide common financial application
- Common codes and business practices
- Central financial reporting environment
- Reduce complexity of CMS environment
- Improve data security
CFS Implementation
 CFS Common Codes / Business Processes
 Chart of Accounts
General Ledger
 Purchasing
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Accounts Payable
Accounts Receivable / Billing
Asset Management
Grants Management
Reporting
Security
CFS Implementation
• All modules (PO, AP, AM, AR, BI, GL) will be
common to all 23 campuses including CO.
• Delivered PeopleSoft functionality will be used.
• One Consolidated Database.
CFS Implementation
CFS modifications - enhancements and new
• Enhancement of current Journal Upload process
• Enhancement of PO Voucher Distribution Line
Display
• New ProCard Application
• PO Life Cycle Report
CFS Implementation
CFS modifications - enhancements and new
 Requisition Form
 Requisition to Check End User Notification
 Customer Invoices and Dunning Letters
 New Grants Module
 Central Accounting and Purchasing
CFS Implementation
 CFS Data Warehouse Reporting
> Systemwide Data Warehouse – updated nightly
> Access via centralized reporting infrastructure
(OBIEE)
> Security framework controls data access
> Data Warehouse overview
Data Warehouse
 The Data Warehouse (DW) will replace the campus
custom reports such as nVision and the 020 Report as
well as others for Central reporting, PO and
requisitions.
 The DW offers a variety of basic and advanced
reporting formats users.
 Report options give user the ability to create the report
the way they want to see it.
 Basic DW Training will be offered beginning late
November. Advanced training will begin in 2011.
Sample DW page and report
CFS Implementation
January 2011
 Users will have access to the old database to run
reports through December 2010.
 Beginning Jan. 2011, new transactions will only be in
CFS and the DW.
 Summary ledger balances for 2009 and July –Dec 2010
will be copied into CFS and the DW
 CFS and DW will be accessed through a CSU Portal
Link
How to get ready now
 QUERIES
 Queries have to conform to CFS guidelines
 Some query names have changed
 Some queries will not be in CFS
 Refer to the CFS query list for name changes
 TIP: Change your Favorite Query list to the new names,
delete the old names from your list
How to get ready now, cont.
 The MyCoyote Finance “shortcut” page will not be
available in the CSU Portal.
 Some Finance users already use the 9.0 Menu structure.
 Begin using the FIN 9.0 link on MyCoyote Finance Tab
now to become familiar with the structure.
 The 9.0 Main Menu is similar to what we will see in CFS
 Use the Navigation Guide and begin using the 9.0
format now.
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You can still set up My Favorites for your reports and
processes.
Navigate to the page and click the Add to My Favorites in the
upper Right corner of the page
My Coyote FIN page
FIN 9.0 Menu
 This is the menu we will
use in CFS.
 It is recommended to
begin using it now to
become familiar with the
navigation.
 The CSU Custom
Rpts/Interfaces link will
not be in CFS
 Return to My Coyote link
will not be in CFS
 The CSU Custom Rpt/Interfaces link and related
reports will not be available in CFS.
 You may add these as Favorites on the 9.0 Menu and
use them until Dec. 31, 2010.
CFS Calendar
 CFS Common Code Implementation >
July 2010 – January 2011
 CFS Data Warehouse Power User Training and
Testing – October 2010
 CFS DW Campus Training starts late November –
early Dec. 2010
 CFS Go Live – January 2011
CFS Impacts
 Finance
 Human Resources
 Student Financials
Questions
 Charlie Tabbut – CMS Project Director
 Muriel Vita – CMS Finance Project Manager
 Andrea Beechko – CMS Finance Lead and
COA Administrator