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Spacer Basic Frequently Asked Questions (FAQ) About FMS Spacer
 

Basic FAQs about FMS:

Accessing FMS:

Getting help with FMS:

FMS and AFIN:

Can't find the answer to your question?

  1. Go to FAQs about FMS Procedures.
  2. If you have further questions, contact the Technology Support Center (TSC) at 2-0999, tsc@bgsu.edu.

 

Q:
What does FMS stand for?
A:

FMS stands for the Financial Management Solution portion of the BG@100 PeopleSoft project.

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Q:
What was the 'Go Live' date for FMS, and what does that mean?
A:

FMS 'Go Live' occured on February 5, 2007. The Go Live of FMS means that this system became the university's official financial system.  All financial transaction will be processed using this system.

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Q:
Can paper documents continue to be used?
A:

All departments will be required to use FMS online to transact business and AFIN paper documents will no longer be used.  The one exception is the continued use of paper to submit Travel and Business Entertainment Expenses.

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Q:
Will everyone have access to FMS?
A:

Each department/school/area has a staff member(s) named for the role of Requester, Budget Administrator, Senior Administrator, and Vice President.  BG@100 training is provided to those assigned to these roles.  Once training has been completed, employees may request access to the FMS system.

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Q:
How do I obtain access to FMS?
A:

Forms (a FMS Security Request Form and Statement of Ethical Use) are provided at http://www.bgsu.edu/offices/cio/page26203.html for any employees who have been named to a FMS role. Send completed forms to the Application Security Administrator at the BG@100 Project Office - 414 E. Wooster.

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Q:
I already have security access for PeopleSoft HCM.  Will I need to obtain a separate security access for PeopleSoft FMS?
A:

Yes. As with HCM, you will need to attend the required training before you are granted access to FMS.  At the completion of the required training, you must complete a security access form and send it to the Application Security Administrator at the BG@100 project office. Once approved and you have been granted access, you will sign into FMS using your BGNet username and password - the same password you use to sign into HCM and into MyBGSU.

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Q:
When and how can people have assistance in entering transactions into FMS?
A:

It is understood that people may need additional help in using FMS after the initial training. The FMS training team will be available during the open lab times listed on the BG@100 web page to assist users in completing FMS transactions.  During these times, the campus community is invited to come to the specified lab and trainers will be available to assist users in entering their actual work into FMS production.

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Q:
Who do I contact if I have questions about FMS?
A:

Questions may be directed to the Technology Support Center (TSC) at 2-0999, tsc@bgsu.edu.  TSC staff will be able to answer or appropriately direct the questions.

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Q:
When are the next FMS training sessions offered?
A:

FMS training is based on the role each user is assigned. Users are invited by the BG@100 project team to training sessions based on their FMS role. Please contact BG@100 by e-mail at: BGat100@bgsu.edu if you need to attend training.

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Q:
FMS is quite different from AFIN in terms of how users access screens. Is this because of a difference in technology?
A:

Yes. AFIN uses older technologies, such as a character-based user interface. For example, to access a screen to enter a requisition (RXQ), you press the L key to "leaf" and then type "RXQ" to access the Quick Requisition Input Form.

PeopleSoft FMS, on the other hand, uses newer technologies, allowing for easier navigation.  For example, if you want to access the FMS screen to enter a requisition, you point and click on the menu item Add/Update Requisitions.

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Q:
Will I be able to access FMS from off-campus?
A:

No. For security reasons you will only be able to access FMS from desktop systems on campus.

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Q:
Will I be able to access FMS using the wireless network?
A:

Users may access FMS using the on-campus wireless network.

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Q:
Can month end reports be checked through Page Center? Will I have the capability to use Page Center?
A:

You will be able to look at budget history in AFIN, but that will be all you can do. Any budget information entered after "go live" will only be accessible through FMS. Page Center will be available after FMS goes live to review your previous month end reports.

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Q:
Will AFIN data continue to be accessible after the FMS Go-Live?
A:

The FMS system will contain historical financial information at the general ledger journal level for the 2005-06 fiscal year and for the period spanning July 1, 2006 through Jan. 31, 2007 for the 2006-07 fiscal year.  AFIN will be available for viewing history until the history is moved to a data warehouse.

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Q:
What will happen to orders that were "open" in AFIN?
A:

Any purchase orders that were open in AFIN on January 31 will be manually rebuilt in FMS and available for process completion.

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Q:
What is the Chart of Accounts?
A:

In FMS the Chart of Accounts is a list of general ledger account numbers that subdivide basic accounting equations, with associated titles and definitions, used for posting accounting transitions to the general ledger.

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Q:
What is Commitment Control? 
A:

Commitment Control is a stand alone feature in the General Ledger module that enables BGSU to control expenditure against predefined, authorized budgets.  This feature ensures that budget commitments are kept.

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Q:
What is a tree in FMS?
A:

FMS trees are used to roll-up or group portions of the Chart of Accounts such that reports and data views can be organized by department, Vice President area, etc.

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Q:
Are there forgotten units? There is a concern that there are some units or budgets that may not have been included in planning.
A:

All agency/orgs from AFIN that had activity in 2006 or 2007 have been converted. Departments that may have concerns regarding missing budgets should e-mail BGat100@bgsu.edu.

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