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CSUSB CMS Open Forum. CFS-Consolidated Finance System CMS Central Data Warehouse. CFS Implementation. CFS Project Goals - Systemwide common financial application - Common codes and business practices - Central financial reporting environment - Reduce complexity of CMS environment - PowerPoint PPT PresentationTRANSCRIPT
CFS-Consolidated Finance SystemCMS Central Data Warehouse
CFS Implementation CFS Project Goals
- Systemwide common financial application
- Common codes and business practices
- Central financial reporting environment
- Reduce complexity of CMS environment
- Improve data security
CFS ImplementationCFS Common Codes / Business Processes
Chart of AccountsGeneral Ledger Purchasing Accounts Payable Accounts Receivable / Billing Asset Management Grants Management Reporting Security
CFS Implementation
• All modules (PO, AP, AM, AR, BI, GL) will be common to all 23 campuses including CO.
• Delivered PeopleSoft functionality will be used.
• One Consolidated Database.
CFS ImplementationCFS modifications - enhancements and new
• Enhancement of current Journal Upload process
• Enhancement of PO Voucher Distribution Line Display
• New ProCard Application
• PO Life Cycle Report
CFS Implementation
CFS modifications - enhancements and new
Requisition Form
Requisition to Check End User Notification
Customer Invoices and Dunning Letters
New Grants Module
Central Accounting and Purchasing
CFS ImplementationCFS Data Warehouse Reporting
> Systemwide Data Warehouse – updated nightly
> Access via centralized reporting infrastructure (OBIEE)
> Security framework controls data access
> Data Warehouse overview
Data WarehouseThe Data Warehouse (DW) will replace the
campus custom reports such as nVision and the 020 Report as well as others for Central reporting, PO and requisitions.
The DW offers a variety of basic and advanced reporting formats users.
Report options give user the ability to create the report the way they want to see it.
Basic DW Training will be offered beginning late November. Advanced training will begin in 2011.
Sample DW page and report
CFS Implementation January 2011Users will have access to the old database to
run reports through December 2010.Beginning Jan. 2011, new transactions will
only be in CFS and the DW.Summary ledger balances for 2009 and July –
Dec 2010 will be copied into CFS and the DW
CFS and DW will be accessed through a CSU Portal Link
How to get ready nowQUERIESQueries have to conform to CFS guidelines
Some query names have changedSome queries will not be in CFSRefer to the CFS query list for name changes TIP: Change your Favorite Query list to the
new names, delete the old names from your list
How to get ready now, cont.The MyCoyote Finance “shortcut” page will not
be available in the CSU Portal. Some Finance users already use the 9.0 Menu
structure.Begin using the FIN 9.0 link on MyCoyote Finance
Tab now to become familiar with the structure. The 9.0 Main Menu is similar to what we will see in
CFSUse the Navigation Guide and begin using the 9.0
format now. You can still set up My Favorites for your reports and
processes. Navigate to the page and click the Add to My Favorites
in the upper Right corner of the page
My Coyote FIN page
FIN 9.0 MenuThis is the menu we
will use in CFS.It is recommended to
begin using it now to become familiar with the navigation.
The CSU Custom Rpts/Interfaces link will not be in CFS
Return to My Coyote link will not be in CFS
The CSU Custom Rpt/Interfaces link and related reports will not be available in CFS.
You may add these as Favorites on the 9.0 Menu and use them until Dec. 31, 2010.
CFS Calendar
CFS Common Code Implementation > July 2010 – January 2011
CFS Data Warehouse Power User Training and Testing – October 2010
CFS DW Campus Training starts late November –early Dec. 2010
CFS Go Live – January 2011
CFS Impacts
Finance
Human Resources
Student Financials
QuestionsCharlie Tabbut – CMS Project Director
Muriel Vita – CMS Finance Project Manager
Andrea Beechko – CMS Finance Lead and COA Administrator