sfms user group - oregon · 2/4/2020 · sfms. sfms calendar. february 4, 2020 . 4 •february 4-...
TRANSCRIPT
SFMS
SFMS User
Group
1February 4, 2020
SFMS
Announcements
• Liz Schultz is leading the SFMA portion of the Real Time
Integration project between OregonBuys and SFMA.
• SFMS will be recruiting to fill the vacant Sr. Operation
Analyst - Accountant 4 position. It will be a rotation
opportunity with an end date of 6/30/2021.
• Liz’s contact info has not changed:
– Email: [email protected]
– Phone: 503-373-0750
2February 4, 2020
SFMS
Agenda
3
─ Welcome and Introductions Fabiola Flores
─ Vendor Coordination Theresa Gahagan
─ Payment Control Archive Judy Wilder
─ Financial Archive Alan Park
─ Vendor Purge Alan Park
─ Break
─ Macro Results and Discussion Maria Jazaei Berglund
─ Profile Archive Julie Tacchini
─ RSTARS Training Process Julie Tacchini
─ 1099 Update Karlene Hancock
─ Update on Datamart Replacement Aaron Wallace
─ Recap Fabiola Flores
February 4, 2020
SFMS
SFMS Calendar
4February 4, 2020
• February 4- User Group
• February 27-Payment Control and Cancel Archive• March 17- SFMA's Birthday
• April 3- Financial Archive
• May 5- Vendor Table Purge
• May 19- Vendor Website Purge
• May 28- Profile Table Archive
• June 2- User Group
SFMS
SFMS Calendar
5February 4, 2020
• June 30- Year End Rollover Program• July 20- Expiration Program
• August 20- Receipt Table Archive
• August 28- Year End Close Program
• September 10- Document Tracking Archive
• November 3- User group
• December 2- Cumulative Payment Purge
SFMS
Which topic is of interest to you as a stand-alone training?
A. TcodesB. D23 Funds
C. Accounts Receivable -Invoice life
D. Accounts Payable -Warrant life
6
Tcode
D23
Accounts
Rece
ivable
- Inv...
Accounts
Paya
ble –W
arra..
40%
12%10%
38%
February 4, 2020
SFMS
Do you know which series of the transaction codes are system
generated transactions?
A. 100
B. 200
C. 300
D. 900
7
100200
300900
8%
65%
28%
0%
February 4, 2020
SFMS
When will the system generated transaction hold on the 530
screen?
A. When the batch has an error.
B. When the user views the batch with F11-Correct and then F4-Change.
C. When the user does F2-Select.
D. Both items A and B.
8
When th
e batc
h is ca
rry...
When th
e use
r does F
11, F4
When th
e use
r does F
2
Item
A-B
38%
51%
0%
11%
February 4, 2020
SFMS
If you have a batch with a significant number of transactions
and it is on hold on 530 screen; how would you identify the
errors?
A. Scroll through the transactions one at the time?
B. Your agency has set up the electronic DAFR2151 Error
Report; you can refer to it.C. Call your SFMS Support
Analyst.
9
Scroll t
hrough th
e trans..
.
Your age
ncy h
as set u
p t..
Call analy
st
10% 15%
74%
February 4, 2020
SFMS
Capital construction is determined by what fund?
A. Appropriated Fund-D22
B. D23 Fund
C. GAAP Fund
D. Treasury Fund
10
Appropria
ted Fu
nd-D22
D23 Fund
GAAP Fund
Treasu
ry Fund
47%
0%
26%26%
February 4, 2020
SFMS
What is the retention for the data in R*STARS?
A. 3 Years
B. 6 Years
C. 10 Years
D. Forever
11
3 Years
6 Years
10 Years
Fore
ver
21%
3%5%
71%
February 4, 2020
SFMS
If you need data older than six years how would you recall it?
A. Ask your SFMS
Support Analyst.B. Ask the State Archive
department.C. Nothing you can do, the
data is purged and
gone.
12
Ask your S
FMS su
pport a...
Ask th
e State
Arc
hive d
e...
Nothin
g you ca
n do, t
he...
30%
41%
30%
February 4, 2020
SFMS
Which profile below is managed by you the agency?
A. PCA
B. Grant
C. Project
D. Index
E. D23 FundF. All except E
13
PCA
Grant
Proje
ct
Index
D23
All exce
pt E
0% 0%
97%
3%0%0%
February 4, 2020
SFMS
If you see a transaction with an error code, what is your first
step?
A. Call your SFMS Support Analyst.
B. Refer to the Data Entry Guide.
C. Refer to the Desk Manual.
D. Press F1-Help to check the 90 screen.
14
Call SF
MS a
gency
suppor..
.
Go to D
ata entry
guide
Go to D
esk m
anual
Check th
e 90 sc
reen
3%
65%
13%20%
February 4, 2020