Training Materials

eDev Course Description: FMS804

1. Workflow Demonstration Presentation 06/09
2. Job Aid: Approval Process: Requisition 06/09
3. Job Aid: Approval Process: Expenses 06/09
4. Job Aid: Approval Process: Actuals Journals 06/09
5. Job Aid: Approval Process: Budget Journals 06/09
6. Job Aid: Approval Process: Online Voucher 02/10
7. Job Aid: Reassign Workflow 02/09
8. Job Aid: Expenses Accounting Date Change 02/09
9. Job Aid: Actuals Journal Approval Tip 02/09
10. Job Aid: Viewing REQ Comments & Attachments for Approvers 03/09
11. Job Aid: Reviewing Approval Path of Transaction 06/09
12. Job Aid: Notification & Identification of Transactions for Approval 06/09
13. Job Aid: SC026-Expenses Submission/Workflow Report Explanation 10/09
14. Job Aid: Item Category for Assets and Account ChartField 11/11
15. Job Aid: Budget Checking as an Approver 07/10

FMS804: Download All 06/09

eDev Course Description: FMS711

Online demo: FMS711 09/09
Requires VPN from off campus

1. Chart of Accounts Quick Reference Guide 08/10
2. Which Journal Should I Use? 09/11
3. Actuals Portal Sample Transactions 09/11
4. Correcting Posted Actuals Transactions (Correction Journal) 09/11
5. Finding the Original Journal ID for Expense Reports, Cash Advances, & Vouchers 09/11
6. Initiating Actuals Transfers (Actuals Journal) 09/11
7. Recording NU Internal Sales (Internal Sales Journal) 09/11
8. Correcting an Internal Sale (Internal Sales Journal) 09/11
9. Searching for Journals (Actuals Portal) 03/10
10. Troubleshooting for Actuals Journals 03/10
11. Processing Transactions that have Exceeded the 90-day Guideline 09/09
12. Why are the Debits and Credits Doubling? Understanding Cash Offset Lines 02/09

1. Creating a Journal Spreadsheet 01/12
2. Searching for Spreadsheet Journals 06/10
3. Troubleshooting for Actuals Journals 03/10

eDev Course Description: FMS750

1. Asset Management Self Service Presentation 12/11
2. Job Aid: Item Category for Assets & Account ChartField 12/11
3. Job Aid: Asset Management Self Service Requests 12/11

eDev Course Description: FMS751

1. Asset Management View Access Presentation 12/11
2. Job Aid: Item Category for Assets & Account ChartField 12/11
3. Job Aid: Asset Management View Access 12/11

eDev Course Description: FMS701

Exercises:
Find and Display Rows 5/10/12

Filter Rows 5/10/12

Show/Hide Columns 5/10/12

1. NUPlans Contributor Navigation and Basics 04/12
2. NUPlans Navigation and Basics Workbook 04/12
3. NUPlans Workflow for Budget Preparation 04/12
4. Job Aid: NUPlans Login Information 04/12
5. NUPlans Budget Preparation FAQs 04/12

eDev Course Description: FMS702

1. Dean's Commitments Presentation and Tutorials 05/12
2. Job Aid: Commitments in NUPlans Web 03/12
3. Job Aid: NUPlans Login Information 03/12
4. NUPlans Budget Preparation FAQs 04/12

eDev Course Description: FMS704

Exercise:
Use of Fund Balance 5/10/12

1. NUPlans Budgets Workbook 05/12
2. NUPlans Compensation Chart String Statuses 04/12
3. NUPlans Compensation View 04/12
4. NUPlans Grants Input View 04/12
5. NUPlans Fund Views 04/12
6. NUPlans Carry Forward View 04/12
7. Job Aid: Budget Reports in NUPlans Web 04/12
8. NUPlans Budget Preparation FAQs 04/12

eDev Course Description: FMS705

1. NUPlans Chart String Maintenance Presentation and Tutorials
   03/12
2. Job Aid: NUPlans Chart String Maintenance 03/12
3. Job Aid: NUPlans Login Information 03/12
4. NUPlans Budget Preparation FAQs 04/12

eDev Course Description: FMS720

1. Initiating Budget Adjustments 09/11
2. Searching for Budget Journals 08/10
3. Budget Portal Troubleshooting 06/10
4. Chart of Accounts Quick Reference Guide 08/10

eDev Course Description: FMS722

Online demo: FMS722 07/09
Requires VPN from off campus

1. Viewing Budget Performance Using Budget Details 05/09
2. Viewing Budget Performance Using Budget Overview 05/09
3. Job Aid: Checking Balances for Designated Budgets 04/09
4. Job Aid: Search for Grant Data for an Activity Period 04/09
5. Job Aid: Search for Grant Data for Custom Date Range 02/10
6. Job Aid: Search for Grant Data for Actuals by Account Code 07/09
7. Job Aid: Additional Ledger, Department and Fund Explanation 11/10

eDev Course Description: FMS723

Online demo: FMS723 09/09
Requires VPN from off campus

1. Reconciling Your Budget Presentation 10/11
2. Reconciling Your Budget Quick Reference Guide 04/10
3. Viewing Payroll Suspense 05/09
4. Job Aid: SC016 Open Encumbrance Report Explanation 05/09
5. Job Aid: Match Exception Query 08/09
6. Job Aid: SC027 Match Exception Report Explanation 10/11
7. Job Aid: SC026-Expenses Submission/Workflow Report Explanation 10/09
8. Job Aid: GL068 Report 09/09
9. Job Aid: GL069 Report 09/09
10. Job Aid: GL070 Report 09/09
11. Job Aid: GL071 Report 09/09

eDev Course Description: FMS740

Online demo: FMS740
Requires VPN from off campus

1. Creating a Cash Receipt Ticket
2. Creating and Using a CRT Template

eDev Course Description: FMS807

Expenses & Advances
Online demo: FMS807 07/09
Requires VPN from off campus

Expense Reports

1. Entering an Expense Report 03/11
2. Job Aid: Expenses Entry Quick Reference 04/09
3. Job Aid: Entering Foreign Currency 09/10
4. Using the Visitor's Expense Report 04/11
5. Job Aid: Expenses & Travel Auth at Fiscal Year End 08/10
6. Job Aid: FYE Expense Budget Check Error 08/10
7. Job Aid: Using Per Diem on an Expense Report 06/11

Advances

1. Requesting an Advance 01/09
2. Applying an Advance 07/09

General

1. Common Errors for Expense Transactions 01/09
2. Managing Expense/Advances 03/10
3. Job Aid: Add Proxy Access
4. Job Aid: Expense/Advance Payment Status 02/09
5. Job Aid: SC026-Expenses Submission/Workflow Report Explanation 10/09

eDev Course Description: FMS900

Online demo: FMS900
Requires VPN from off campus

1. How to Create a Service Request 05/09
2. How to Search and View a Service Request 05/09

FMS900: Download All (22 pgs.)

eDev Course Description: FMS502

Webinar:
Proposal Development Presentations 10/14/11
Requires VPN from off campus

General

1. Job Aid: Access and Search in InfoEd 09/11
2. Accessing and Navigating InfoEd 09/11
3. Searching for Proposals in InfoEd 09/11
4. Proposal Development for non System-to-System Proposals 11/11
5. New Proposal Questionnaire and Set-up Questions 09/11
6. SF424 Page 09/11
7. Additional Proposal Development Forms 09/11
8. Budget Preparation 09/11
9. Modular Budget Preparation 03/12
10. Proposal Routing Form 09/11
11. Pre-Route for Review and Approvals, Revisions, and Final Route to Submission 09/11
12. Pre-route Signoff and Final Route Signoff Principal Investigators 09/11
13. Job Aid: Conflict of Interest in Proposal Development 11/11
14. Job Aid: Submit to PI Approval Route 09/11
15. Job Aid: Pre-Route and Final Route of PI Signoff 09/11
16. Job Aid: InfoEd Workflow Maps 09/11
17. Job Aid: Print Assembled Proposal 12/11
18. Job Aid: Insert Yourself into Pre-Route 01/12
19. Job Aid: Sponsor Validation Options 01/12
20. Job Aid: Profile Administrator: Update Faculty Contact Information Enter Delegation Access 02/12
21. Job Aid: Department Pre-route Diagram 04/12
22. Job Aid: Routing and Workflow in InfoEd PD Diagram 09/11
23. Job Aid: Building a SubK Budget for S2S Proposals 02/12
24. Job Aid: Request Addition of New Sponsor 04/12
25. Job Aid: Request Addition of New Subcontractor 04/12

Principal Investigator

1. Delegation of PI Signature in Proposal Development 09/11
2. Job Aid: PI Approval Route for Signoff from Email Notification 09/11

eDev Course Description: FMS503

Webinar:
Proposal Development Presentations 10/14/11
Requires VPN from off campus

1. Job Aid: Proposal Approvals from Email Notification 09/11
2. Job Aid: Department Pre-route Diagram 09/11
3. Job Aid: Routing and Workflow in InfoEd PD Diagram 04/12

eDev Course Description: FMS505

General

1. Managing Sponsored Projects Presentation 05/12
2. Grants Training Plan 05/12
3. Award Management Quick Reference Guide 05/12

InfoEd

1. Accessing & Navigating InfoEd 12/09
2. Searching for Proposals in InfoEd 10/09
3. Viewing Budget in InfoEd 01/10
4. Viewing Clinical Trials 10/09
5. Job Aid: Viewing Agreements & Contract Status 12/09

NUFinancials

1. Viewing Post-Award Grant Data in NUFinancials 10/10
2. How to Balance Fund 191 11/11
3. How to Balance Fund 192
4. Searching for Sponsor Invoices 01/10
5. Searching for Sponsor Payments 01/10
6. GL008 Enhancements for Sponsored Projects – May 2012 05/12

eDev Course Description: FMS801

Online demo: FMS801 09/09
Requires VPN from off campus

1. Shoppers Hands-On Session Presentation 07/09
2. Job Aid: Ordering Process 07/09
3. Purchasing Glossary 03/10
4. Purchasing Options at NU 03/10
5. Log in to iBuyNU and Change Password 04/11
6. Job Aid: iBuyNU Password Reset 04/11
7. Shopping Cart Naming Conventions 07/09
8. Job Aid: About Ship To Locations 07/09
9. Search iBuyNU 03/10
10. Job Aid: Create & Assign Shopping Cart 03/12
11. Job Aid: Assign, Unassign & Re-create Shopping Cart 03/12
12. Comparison Shopping in Hosted Catalogs 07/09
13. Job Aid: Shop Punchouts and Create Cart 07/09
14. Modify Hosted Items in a Shopping Cart 01/11
15. Track Status of Requests (Shopper) 03/12
16. Job Aid: iBuyNU Tracking Quick Reference Guide 03/12
17. Job Aid: Create and Manage iBuyNU Favorites 01/11
18. Job Aid: Assigning Substitute Requester 07/09
19. Job Aid: iBuyNU Print PO or Invoice 03/12

eDev Course Description: FMS803

Online demo: FMS803
Requires VPN from off campus

Webinar:
NUFinancials Lifecycle Viewer 7/13/11

General

1. Requester Basic Topics Presentation
2. General Navigation in NUFinancials 04/12
3. Purchasing Options at NU 03/10
4. Purchasing Glossary 03/10
5. Manage Requisitions (Requesters) 03/10
6. Budget Stages for REQ/PO 03/10
7. Enter a PO Receipt for Non-Catalog Items & Services 03/10
8. Job Aid: Enter a PO Receipt 03/10
9. Cancel Requisition 03/10
10. Re-Open Canceled Requisition 03/10
11. Job Aid: Ship to Methods
12. Job Aid: Chart String Methods 03/10
13. Advanced Chart Strings in Creating Requisitions 03/10
14. Resolve Combination & Budget Check Errors 03/10
15. Job Aid: Email Notifications 03/10
16. Job Aid: Attachments and Comments 03/10
    
17. Job Aid: Printing an Unauthorized PO 04/11

Catalog

1. Catalog Requisition Search iBuyNU & Create Cart 01/11
2. Search iBuyNU 03/10
3. Job Aid: Create a Catalog Requisition from Your Own Shopping Cart 07/09
4. Catalog Requisition Assigned Cart 01/11
5. Job Aid: Create a Requisition from Assigned Shopping Cart 03/10
6. Comparison Shopping in Hosted Catalogs 02/10
7. Create & Manage iBuyNU Favorites 01/11
8. Catalog Requisition Favorites 07/09
9. Job Aid: Create a Catalog Requisition from Favorites in iBuyNU 07/09
10. Track Status in iBuyNU 03/12
11. Job Aid: iBuyNU Tracking Quick Reference Guide 03/12
12. Assigning Substitute Requester 07/09
13. Action Items Box 07/09
14. Job Aid: iBuyNU Print PO or Invoice 03/12

Non-catalog

1. Non-Catalog Requisition 11/10
2. Job Aid: Create a Non-Catalog Requisition 11/10
3. Non-Catalog Special Requisition: Blanket 08/11
4. Job Aid: Create a Blanket Requisition 08/11
5. Non-Catalog Special Requisition: One Time Service 08/11
6. Non-Catalog Special Requisition: Grant Subcontract 11/10
7. Job Aid: Distributed Purchases 03/09
8. Job Aid: Pre-Payment/Hold Check Requisitions 02/10
9. Job Aid: Item Category for Assets and Account ChartField 12/11

eDev Course Description: FMS815

Online demo: FMS815 08/09
Requires VPN from off campus

1. Requester Advanced Topics Presentation
2. Manage Requisitions (Requesters) 03/10
3. Job Aid: View Payments to Vendors & Non-employees 06/10
4. Job Aid: Review Vendor Payments by DeptID
03/10
5. Job Aid: Enter PO Receipt 03/10
6. Edit Requisitions 03/10
7. Submit Change Order Request for Non-Catalog PO 05/11
8. Job Aid: Cancel a Receipt for PO 03/10
9. Job Aid: Create a Receipt for a PO Change Order 03/10
10. Job Aid: Non-catalog Corrections: When and How? 03/11
11. Submit Request to Add/Update Vendor 3/11
12. Job Aid: Vendor Look Up 03/10
13. Job Aid: Line Defaults & Modify Line/Shipping/Accounting 03/10
14. Job Aid: Using the Attention Field 03/09
15. Job Aid: Attachments & Comments 03/10
16. Job Aid: Viewing REQ Attachments for Requesters 05/09
17. Job Aid: Non-Catalog Favorites 04/09
18. Job Aid: Hold PO from Further Processing Function 03/10
19. Job Aid: Pre-payment/Hold Check Requisitions 02/10
20. Job Aid: Credits from Vendors 08/10
21. Job Aid: Determining a Blanket Balance 10/10
22. Job Aid: Item Category for Assets and Account ChartField 11/11
23. Lifecycle Viewer 06/11

eDev Course Description: FMS832

Webinars:
Online Voucher Policies & Procedures 10/13/11

Entering an Online Voucher 10/13/11

Tracking Online Vouchers 10/13/11

1. Online Voucher Presentation 05/10
2. Entering an Online Voucher 08/11
3. Submit Request to Add/Update Vendor 03/11
4. Job Aid: Entering an Online Voucher 08/11
5. Job Aid: Using the Direct Payment Request (DPR) 05/10
6. Job Aid: Using the Contracted Services Form for U.S. Residents 05/10
7. Job Aid: Using the Visitor's Expense Report 04/11
8. Job Aid: Tracking & Troubleshooting Online Vouchers 02/10
9. Job Aid: Documentation & Scanning Tips 03/11
10. Job Aid: Vendor Look Up 03/10
11. Job Aid: Online Voucher Payment Links 04/10
12. Job Aid: Online Voucher at Fiscal Year End 08/11
13. Job Aid: Enter Online Voucher - Error Message 05/11
14. Job Aid: New Online Voucher Entry Search Sept 2011 08/11

eDev Course Description: FMS103

You must have Cognos Ad Hoc Query Author security to access this reporting environment.

1. Cognos Ad Hoc Reporting Presentation 12/11
2. Navigating through Cognos NUFin Ad Hoc (Query Studio) 12/11
3. Building a Report Using Cognos NUFin Ad Hoc (Query Studio) 12/11
4. Data Definitions for Cognos NUFin Ad Hoc (Query Studio) 12/11
5. Data Definitions: Ledger KK Detail 12/11
6. Job Aid: Running Cognos Ad Hoc Query Reports 1/12

eDev Course Description: FMS111

Online demo: FMS111 08/09
Requires VPN from off campus

Webinar:
May 2011 GM045 Updates 5/18/11

Webinar:
May 2011 Cognos Prompts 4/27/11

1. Accessing and Running Reports in Cognos 04/11
2. How to Temporarily Change the Default Format 04/10
3. New Prompts: Manager Reviewer 04/11
4. New Prompts: Accounting Period 04/11
5. Which Tree Do I Select? Using the Cognos Department Tree Prompt with Multiple Tree Options 09/11
6. Setting Security Options for Excel 05/11
7. Job Aid: Running Cognos Ad Hoc Query Reports 1/12
8. GL008 Enhancements for Sponsored Projects - May 2012 5/12

ChartField Managers & Attributes

1. ChartField Managers 10/10
2. ChartField Attributes 02/11
3. GL074 Financial Summary with Management Level & Project Purpose 12/10

eDev Course Description: FMS113

Online demo: FMS113 08/09
Requires VPN from off campus

1. Save & Schedule Reports for Delivery 09/11
2. Using My Activities & Schedules 03/11

This course is by invitation only.

Online demo: FMS121 07/09
Requires VPN from off campus

1. Introduction to Query for Query Developers 03/09
2. Introduction to Query: View Access Only 11/09
3. Common Records and Fields
4. Common Records Relationships

This course is by invitation only.

1. Advanced Query for Query Developers 10/09