The following manuals were developed for use during FMS training sessions.  They are provided here as a continued reference for those who are using FMS.

• FMS Requester Training Manual
• FMS Creating Quick Invoices Manual
• FMS Principal Investigator Manual
• FMS Reports Manual (manual last updated 3-20-07)
  • Reports Training Session SlideShow - Powerpoint
  • Reports Training Session SlideShow - (pdf  version)
• FMS Creating Purchase Order Receipts Manual
• FMS Budget and Senior Administrator Manual - Updated 5-8-07

 The following links are provided as a quick reference guide to completion of tasks using FMS.  

• Viewing Your Budget
• Creating a One-line Low Requisition
• Looking up Vendor Information
• Creating a Multi-line Online Requisition
• Creating a Multi-line, Multiple Department Cost Center (DCC) Requisition
• Creating a Multi-line Requisition for a Combined Grant and DCC Purchase
• Creating a Multi-line, Online Requisition for a Special Category Item
• Creating a Blanket Requisition
• Creating a Service Contract Requisition
• Creating a Request for Quote Requisition
• Creating a Confirming Requisition for a Reserved PO
• Checking the Status of a Requisition
• Chartfield Fund/DCC Combinations Quick Reference
• Creating Purchase Order Receipts Quick Reference
• Checking Requisition and Quick Invoice Document Statuses  - NEW 5-2-07
  • This one page Quick Reference show how to see if a Requisition ID has been converted to a Purchase Order (PO) ID, if a PO Receipt was entered, if the Voucher was created, and if the check was sent to the vendor,  This document also shows how to check Quick Invoice status, including how to find the check number, and how to view the invoice.  
• Checking Budget Transfer and Expense Transfer Statuses   - NEW 5-9-07
  • This one page Quick Reference shows how to see if a Budget Transfer and Expense Transfer are Posted (the transfer was successful and has been recorded in FMS).  It will also show how to set up a Saved Search for checking Budget Transfer statuses.  This same technique may be used to save searches for checking Expense Transfer statuses.
• Creating Reports Listing Low Requisitions  - NEW 5-9-07

• The FMS Purchasing Matrix
• Keyboard Shortcuts
• FMS Frequently Asked Questions
• FMS Glossary

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