CMS Finance Support
Customer Connection Documentation
Department Financial Reports
- BrioQuery – DataMarts Training Guide (11/14/2005)
- Finance Dashboard Training Guide (11/01/2008)
Security
Payroll
Business Process Guides:
HR Finance Process
- HR Account Code Copy Process (2/24/05)
- HR Account Code Build Process (2/24/05)
- Dept Budget Table Annual Copy Process (2/24/05)
- Dept Budget Table Appointment Level Setup (2/24/05)
- Dept Budget Table Pool Setup (2/24/05)
- Dept Budget Table Position Setup (2/24/05)
- Dept Budget Table Workstudy Position Setup (2/24/05)
- Payroll Expense Adjustment (2/24/05)
- Student Position Setup (2/24/05)
Accounts Payable
- Inquiry and Search Guide (Vendor Search, Voucher Inquiry, Payment Inquiry, PO Remaining Balance (11/01/08)
Chart of Accounts
- Customer Guide to the Chart of Accounts (01/29/09)
- Chart of Accounts Maintenance (7/11/07)
- Tree Business Process Guide (2/24/05)
Purchasing
- Approve a Requisition (08/08/2008)
- Cancel a Requisition (08/08/2008)
- CSU PO Remaining Balance Report (08/21/2008)
- Customizing Your Requisition Panels (08/13/2008)
- Enter a Purchase Requisition (08/27/2008)
- PO Activity Summary (08/08/2008)
- PO Inquiry (08/08/2008)
- Print a Requisition (08/25/2008)
Year End/Month End
- Cal Poly Guide to Legal Basis Year-end Close in CMS Baseline PeopleSoft (2/24/05)
- Derivation Business Process Guide (7/11/07)
- Year End Close Config Guides (2/24/05)
MISC
- Configuration Setup/Change Process Guide (07/11/07)
- Configuration Setup/Change Request Form (07/11/07)
- Finance Daily/Nightly Processing Guide (07/11/07)
- Security Business Process Guide (2/24/05)
- Upload Process Guide (3/94/05)