Training
CMS Financials
To register for Chartfield, Brio Reporting, 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 BRIO Reporting classes. To enroll in the CMS Financials Chartfield course, email Financials, or contact Carol Rudolph ext. 6739.
Documents- View the Powerpoint Presentation(PowerPoint)
- Diagram of a Chartfield String (Word)
- List of CSU, Chico Chartfields
BRIO Reporting
The CMS Financials Chartfield course is a prerequisite to the BRIO Reporting courses. BRIO 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, “chicodw.oce”, and available for inquiry in BRIO the next business day.
There are two courses offered in Brio Reporting:
- BRIO Reporting I - Introduction to the BRIO program: how to access BRIO reports, export data to Excel and apply limits(filters) to the data.
- BRIO Reporting II - Reviewing the BRIO reports, applying limits(filters) to the data, and creating pivot reports.
After completion of the BRIO I course and submission of the CMS Financials Security Form, a BRIO user name and password will be assigned.
To enroll in a Brio Reporting course, e-mail Financials or contact Carol Rudolph, ext. 6739.
Documents
Process guides for reports in the PUBLIC folder:
- BRIO: Access Reports Guide (Word)
- BRIO: Access Reports - Quick Guide (Word)
- BRIO: Applying Limits Guide (Word)
- BRIO: Changing a Password (Word)
- BRIO: Creating a Pivot Report (Word)
- BRIO: Database Connection Instructions (Word)
- BRIO: Date Formatting Guide (Word)
- BRIO: Transaction Source Guide (Word)
Process guides for reports in the TEST folder:
- BRIO: Access Reports Guide TEST (Word)
- BRIO: Applying Limits Guide TEST (Word)
- BRIO: Changing a Password TEST (Word)
- BRIO: Creating a Pivot Report TEST (Word)
- BRIO: Database Connection Instructions TEST (Word)
- BRIO: Transaction Source Guide TEST (Word)
Purchase Order Entry 8.4
Purchase orders are entered in CMS Financials using the PeopleSoft Express Purchase Order. This course provides instruction for entering, approving and printing an Express Purchase Order. Submission of a completed CMS Financials Security form is required to access the PeopleSoft Express Purchase Order. The security form will be emailed to the individual enrolled after course registration.
To enroll in the Purchase Order Entry 8.4 courses, e-mail
Financials, or contact Carol Rudolph, ext. 6739.
Log into CMS Financials > PeopleSoft
Express Purchase Order
Documents
- Purchase Order 8.4: Category Listing (Word)
- Purchase Order 8.4: PO Entry Reference Guide (Word)
- Purchase Order 8.4: PO Entry Guide (Word)
- Purchase Order 8.4: Find An Existing Value Guide (Word)
- Purchase Order 8.4: Log in - Production (Word)
- Purchase Order 8.4: Multiple Distribution Guide (Word)
- Purchase Order 8.4: Printing a PO Guide (Word)
- Purchase Order 8.4: Standard Comments (Word)
- Steps for Express Purchase Order (Word)