Training
CMS Financials
To register for Chartfield, Insight Reports, or Purchase Order Entry courses, e-mail Financials, or contact Carol Rudolph, ext. 6739.
Chartfields
The Chart of Accounts are the fields and values that provide a common language for classifying the campus’ business transactions. The components that make up the Chart of Accounts and provide it with an overall structure are called 'Chartfields'. A combination of chartfields is referred to as a Chartfield String. The chartfields are the integration fields that feed accounting entries to the General Ledger.
This course is an introduction to Chartfields and a prerequisite to the Insight Reports class. To enroll in the CMS Financials Chartfield course, e-mail Financials, or contact Carol Rudolph x6739.
Documents- View the Powerpoint Presentation(PowerPoint)
- Diagram of a Chartfield String (Word)
- List of CSU, Chico Chartfields (xls)
Insight Reports
The CMS Financials Chartfield course is a prerequisite to accessing the Insight Reports. Insight is the program used by the campus to extract data from CMS Financials and deliver it to the end user in report form. Transactions entered into CMS Financials during the workday are fed over night to a data warehouse and made available for inquiry using Insight the next business day.
Insight Tutorial and Instruction Guides
- Insight Financial Reports - Tutorial: how to log-in to INSIGHT, Rund and print financial reports (approximately 10 minutes).
- Insight Basics: Detailed instruction for running and exporting financial reports.
- Insight Financial Report Quick Steps: brief instructions for running and exporting financial reports.
- Any Questions?: Answers to frequently asked questions about Insight Reports.
To apply for access to Insight or request training in the Insight program, e-mail Financials or contact Carol Rudolph, Ext. 6739.
To enroll in the Insight course, e-mail Financials or contact Carol Rudolph, x6739.
Documents:
Purchase Order Entry 9.0
Purchase orders are entered in CMS Financials using the PeopleSoft 9.0 Maintain Purchase Order. Completion of the Purchase Order Entry course is required prior to accessing the purchasing system. This course provides instruction for entering, approving and printing a Purchase Order. Submission of a completed CMS Financials Security form is required. The security form will be emailed to the individual enrolled after course registration.
To enroll in the Purchase Order Entry 9.0 courses, e-mail
Financials, or contact Carol Rudolph, x6739.
Use this link to log into CMS Financials: PeopleSoft
9.0 Purchase Order
Documents:
- Customization for Maintain Purchase Order (doc)
- Purchase Order Entry (doc)
- Copy a Purchase Order (Word)
- Customization for PO Print (doc)
- Purchase Order Print (doc)
- Print a PO in Complete or Cancelled Status
Enter a Purchase Order
Print a Purchase Order
Miscellaneous Guides