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Spacer BG@100 November 2006 Update Spacer
 

 

PeopleSoft Financial Management Solutions (FMS) Update

The BG@100 Project Team has worked to configure FMS to be the system of record for BGSU financials.  FMS will replace AFIN on February 5, 2007.  The new system required completion of online processes to order, receive, and approve payment for goods and services and incorporates the use of electronic workflow and document imaging.  Completion of all processes electronically will provide for a system of record with data that can be accurately used for reporting, projection and planning.  

The FMS implementation will impact the means by which financials are transacted and recorded at BGSU and will therefore mean new ways of doing old jobs.  Changes of this magnitude are not easy and may be greeted with concern.  It is believed that concerns will ease as those who will be using the FMS system attend FMS training sessions and then have the opportunity to use system features.  To learn more about the changes that accompany the FMS implementation, visit Focus on FMS Features.  

 

Training

The training team has begun conducting hands-on training for the campus community.  Invitations to register for training sessions have been sent to individuals that have financial work responsibility.  Hands-on training will be offered during November, December, and January.  Course descriptions are available on the BG@100 Training web page.  Training is being offered for the following financial processes.

        • Purchasing Policies and Procedures
        • Understanding Electronic Workflow
        • Viewing Your Budget
        • Performing Budget Transfers
        • Understanding the Budgeting Process
        • Budget Administration Policies
        • Performing Journal Transfers
        • Creating Requisitions
        • Approving Requisitions
        • Receiving Goods and Services
        • Creating Quick Invoices

If you have questions about FMS training, please e-mail the BG@100 Project Office at BGat100@bgsu.edu

 

Testing

The BG@100 Project Team has completed the integrated system test for FMS.  In this test, the team verified hat the BGSU business processes all work together with data converted for AFIN.  In November, the team will perform a user acceptance test with staff from the Business Office, SPAR Office, and Purchasing Office.  At the end of his test, the offices performing the testing will be asked to acknowledge that the system is production ready.  In December, the team will perform a parallel test.  In this test, 14 different departments will simulate the AFIN business that they processed during August 2006 in the FMS system.  At the end of this test, the FMS data will be compared to data captured from AFIN at the end of August 2006.  In addition to these tests, the team will also be performing system load testing so that performance thresholds can be established.

 


 
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