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Training:
FMS: Purchasing Overview
This course introduces participants to the options for purchasing goods and services.
Meet Your FMS Chartfields
This course introduces participants to the chart fields that are used within FMS.
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.
Return to FMS Roles
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