Financial Management Solution (FMS)

Training:

FMS: Purchasing Overview
This course introduces participants to the options for purchasing goods and services.

• • PowerPoint presentation
  • PDF of entire presentation

Meet Your FMS Chartfields
This course introduces participants to the chart fields that are used within FMS.

• • PowerPoint presentation
  • PDF of entire presentation
  • PDF of presentation handouts only

Overview of Budget Mangement (Powerpoint) Online Requester Training - UPKOnline Requester Training - UPKOnline Requester Training - UPK

Online Requester Training - UPK
This course offers online training for:
Quick Invoices (QCK)
One Line LOW Requisitions (LOW)
Blanket Requisitions (BLK)

 
Resources:

Requester Training Manual (PDF) - "The Requisition Process"

Requester User Manual: Grants
(this manual is currently being produced, and will be posted when completed)

Budget Management Manual
(this manual is currently being produced, and will be posted when completed)

FMS Reports Manual (PDF)

FMS Security Forms

Excel plug-in for nVision report viewing

In order to use the "drill down" features available in FMS Reports, users will need to have Excel plug-in installed on their machine.  nVision is a reporting tool that is an extension of Microsoft Excel.  

Any user who needs to install the plug-in in order to use nVision may do so by following the instructions provided below, or may request to have a TSS install the software on their machine by calling the Technology Support Center (TSC) at 2-0999 and submitting a request for a ticket to do so.

• Plug-in instructions for Windows XP
• Plug-in instructions for Macintosh OS X

Return to FMS Roles