Training Materials

  • Printed versions of training materials will be distributed in each class session. However, you can download PDFs of materials by clicking each item's title.
  • Items listed as "Job Aid:" are a condensed version or "cheat sheet" for more detailed guides.
  • Downloaded PDFs can be opened with Adobe Reader.
  • See also: Recommended Training and Materials for Central Offices.

Please Note: Some items have been disabled for updating, such as "Download All" links.

 

  • Approvers
  • GL Journals
  • Budget
  • Cashiering
  • Expenses
  • Facilities
  • Grants
  • Purchasing
  • Reporting
FMS712 Creating Journal Spreadsheets
eDev Course Description: FMS712

 

Online demo: FMS712 09/08
Requires VPN from off campus

  1. Creating a Journal Spreadsheet PDF icon 05/09
FMS720 Initiating Budget Adjustments

eDev Course Description: FMS720

 

Online demo: FMS720 09/09
Requires VPN from off campus

  1. Adjusting Your School or Unit Budget Using the Portal PDF icon
  2. Searching for Budget Journals Using the Portal PDF icon
  3. Budget Portal Troubleshooting PDF icon

FMS720: Download All Coming soon
FMS723 Reconciling Budgets

eDev Course Description: FMS723

 

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

  1. Reconciling Your Budget Quick Reference Guide PDF icon 08/09
  2. Viewing Payroll Suspense PDF icon 05/09
  3. Job Aid: SC016 Open Encumbrance Report Explanation PDF icon 05/09
  4. Job Aid: Match Exception Query PDF icon 08/09
  5. Job Aid: SC027 Match Exception Report Explanation PDF icon 08/09
  6. Job Aid: SC026-Expenses Submission/Workflow Report Explanation pdf icon 10/09
FMS740 Receiving & Depositing Revenue

eDev Course Description: FMS740

 

Online demo: FMS740
Requires VPN from off campus

  1. Creating a Cash Receipt Ticket PDF icon
  2. Creating and Using a CRT Template PDF icon
FMS807 Using Expenses

eDev Course Description: FMS807


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

  1. Entering an Expense Report PDF icon 01/09
  2. Common Errors for Expense Reports PDF icon 01/09
  3. Managing Expense Reports PDF icon
  4. Deleting Expenses PDF icon 06/09
  5. Requesting an Advance Authorization PDF icon 01/09
  6. Applying an Advance PDF icon 07/09
  7. Job Aid: Add Proxy Access
  8. Job Aid: Expenses Entry Quick Reference
  9. Job Aid: Expense Payment Status 02/09
  10. Job Aid: Entering Foreign Currency 03/09

FMS807: Download All Coming soon
FMS900 FAMIS Service Requests

eDev Course Description: FMS900

 

Online demo: FMS900
Requires VPN from off campus

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

FMS900: Download All(22 pgs.)
FMS803 Requester Basic Topics

eDev Course Description: FMS803

 

Coming soon
Online demo: FMS803
Requires VPN from off campus

General

  1. Requester Basic Topics Presentation PDF icon
  2. General Navigation PeopleSoft PDF icon
  3. Purchasing Options at NU PDF icon
  4. Purchasing Glossary PDF icon
  5. Job Aid: Ship to Methods PDF icon
  6. Job Aid: Chart String Methods PDF icon
  7. Advance Chart Strings in Creating Requisitions PDF icon
  8. Track Status of Requests (Requesters) PDF icon
  9. Enter a PO Receipt for Non-Catalog Items & Services PDF icon
  10. Job Aid: Receive Non-Catalog Purchases PDF icon 03/09
  11. Job Aid: Email Notifications PDF icon 07/09
  12. Cancel Requisition PDF icon
  13. Re-Open Canceled Requisition PDF icon
  14. Resolve Combination & Budget Check Errors PDF icon
  15. Job Aid: Attachments and Comments PDF icon 03/09

Catalog

  1. Catalog Requisition Search iBuyNU & Create Cart PDF icon 07/09
  2. Search iBuyNU PDF icon 07/09
  3. Comparison Shopping PDF icon 07/09
  4. Job Aid: Create a Catalog Requisition from Your Own Shopping Cart PDF icon 07/09
  5. Create & Manage iBuyNU Favorites PDF icon 07/09
  6. Catalog Requisition Favorites PDF icon 07/09
  7. Job Aid: Create a Catalog Requisition from Favorites in iBuyNU PDF icon 07/09
  8. Catalog Requisition Assigned Cart PDF icon 07/09
  9. Job Aid: Create a Requisition from Assigned Shopping Cart PDF icon 07/09
  10. Track Status in iBuyNU PDF icon 07/09
  11. Job Aid: Assigning Substitute Requester PDF icon 07/09
  12. Job Aid: Action Items Box PDF icon 07/09

Non-catalog

  1. Non-Catalog Requisition PDF icon
  2. Job Aid: Create a Non-Catalog Requisition PDF icon 03/09
  3. Non-Catalog Special Requisition: Blanket PDF icon
  4. Job Aid: Create a Blanket Requisition PDF icon 03/09
  5. Non-Catalog Special Requisition: One Time Service PDF icon
  6. Non-Catalog Special Requisition: Grant Subcontract PDF icon
  7. Job Aid: Distributed Purchases PDF icon 03/09
  8. Job Aid: Pre-Payment Requisitions PDF icon

 

FMS803: Download All Coming soon
FMS805/813 Receiving Dock

eDev Course Description: FMS813
  1. Delivery Report for Chicago Central Receiving Dock PDF icon
  2. Enter a PO Receipt PDF icon
FMS103 Cognos NUFin Ad Hoc Reporting (Query Studio)

This course is by invitation only. You must have Cognos Ad Hoc Query Author security to access this reporting environment.

  1. Navigating through Cognos NUFin Ad Hoc (Query Studio) 10/09
  2. Building a Report Using Cognos NUFin Ad Hoc (Query Studio) 10/09
  3. Cognos NUFin Ad Hoc Interface Definitions 10/09

FMS103: Download All Coming soon
FMS111 Cognos Canned Reporting

eDev Course Description: FMS111

 

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

  1. Cognos Reporting Presentation 01/09
  2. How to Access and Run Reports 08/09
  3. How to Set Security Options for Excel 01/09
  4. How to Temporarily Change the Default Format 08/09
  5. How to Copy Reports to My Folders 08/09

FMS111: Download All Coming soon
FMS113 Saving & Scheduling Reports

eDev Course Description: FMS113

 

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

  1. How to Save Prompts & Run Reports on Demand 04/09
  2. How to Save Prompts & Schedule Reports for Delivery 04/09
  3. Correcting Saved Prompts and Scheduled Reports when Links are Broken 04/09
FMS114 Reading Budget Statements

This course is currently offered as an Online Demo.


Online demo: FMS114 09/09
Requires VPN from off campus

  1. Job Aid: GL068 Report 09/09
  2. Job Aid: GL069 Report 10/09
  3. Job Aid: GL070 Report 09/09
  4. Job Aid: GL071 Report 11/09
FMS121 Query

This course is by invitation only.

 

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

  1. Introduction to Query for Query Developers pdf icon 03/09
  2. Introduction to Query: View Access Only pdf icon 11/09
  3. Common Records and Fields pdf icon
  4. Common Records Relationships pdf icon
FMS122 Advanced Query

This course is by invitation only.

  1. Advanced Query for Query Developers 10/09