The Financial Systems User Network (FSUN) is an organization comprised of over 700 of the University's financial systems users.
Suggestions welcome! FSUN wants to facilitate sessions people find useful, timely, and intersting. Email us at email@example.com.
February 3, 2016
Have you ever wondered what happens after you enter an invoice to be paid? Or, the best way to find a Supplier?
LaCretia Bell, Director Disbursement Services, hosted a brown bag session to review those topics and more, like: What are the various ways a supplier is paid; Why do some payment route to Accounting Services & Payroll?
Recording of the presentation. (WebEx)
January 27, 2016
Kristen Berning from Purchasing Services presented a session to review the most important things that you should NOT do when creating the five types of requisitions: U Market, CPS, blanket order, standard purchase, and VCPS. In addition, she review the "don'ts" of entering comments, justifications, and uploading attachments (these are also common culprits behind EFS requisition errors). There was discussion on the most common requisition errors we've seen with this version of PeopleSoft Financials (errors since April 2015). Many of these errors cause re-work between preparers and approvers, or confuse suppliers. Some errors can even cause the system processes for procurement in all of EFS to fail!
RECORDING: Play recording (1 hr 19 min)
- How to Change a General PO to Be Received by Amount Instead of Quantity (pdf)
- How to Establish Amount Only Vs. Quantity Receiving on a Requisition. (pdf)
- Overview document for comments and attachments. (docx)
- The "short version" of attachments/comments that was posted to the message board. (pdf)
- How to image a VCPS voucher. (pdf)
- Slide presentation for the session. (pptx)
August 13, 2015
Kristen Berning hosted a Brown Bag session about Receiving Purchases. It was held August 13, 2015 11:30am - 12:30pm Nicholson Hall, RM 35.
Did you know that almost 1,000 purchase orders had to be force closed during the fiscal year end 2015 cleanup process due to receiving-related errors? FSUN and Kristen Berning from Purchasing Services will host a brown bag session on receiving. We will give a quick refresher on receiving basics, discuss the the most common errors, and provide best practice tips on how you and your cluster can be more proactive in resolving discrepancies between the PO, receipt, and voucher processes.
PowerPoint presentation: FSUNReceivingBrownBagFinalAug12th.pptx
Kristen also handed out several job aids:
- Receiving through Manage Requisitions job aid (pdf)
- Receiving using Purchasing -> Receipts -> Add/Update Receipts job aid (pdf)
- Receiving using the Receive Items Page job aid (pdf)
- Resolving Match Exceptions job aid (pdf)
- Establish Amount Only Vs. Quantity Receiving job aid (pdf)
- How to Change a General PO to be Received by Amount (Procurement Specialists) job aid (pdf)
Watch the recorded presentation using WebEx: https://umn.webex.com/umn/lsr.php?RCID=e461d0a0663347a7ba4f75725fc1b5d3
July 23, 2015 My Wallet & Expense Report
Beth Tapp hosted a Brown Bag session about My Wallet and Expense Report process. It was held on Thursday, July 23rd, noon-1:00pm, 315 Peik Hall.
Watch the recorded presentation using WebEx: https://umn.webex.com/umn/lsr.php?RCID=d1c267ac072c439a928be84fcfdd9823
Slides for the presentation: MyWalletExpenseReports7-23-2015.pptx
April 14, 2015 Effort Certification 101
Don Hammer, a Grants and Contract Professional in SPA, spoke from 10-11am on 4/14/15 about Effort Certification. It was held at Anderson Hall RM 270. Some topics to be discussed include:
- Basic Introduction: Effort 101
- Updated salary cap information
- Three email warning policy around effort certification
Watch the recorded presentation using WebEx: https://umn.webex.com/umn/lsr.php?RCID=ccf141f2932a4b5f9412f5fe737f4027
April 14, 2015 Accounts Receivable
David Laden, Director of Nonsponsored Accounts Receivable, spoke from 1:30-2:30pm on 4/14/15 about Accounts Receivable. It was held at Molecular and Cellular Biology RM 2-122. Some topics to be discussed include:
- Accounts Receivable tips and reminders
- Best practices
- Accounts Receivable monitoring
- Collection process
- How up-front EFS entries affect the entire Accounts Receivable process.
- Upgrade changes
Watch the recorded presentation using WebEx: AR_BrownBag.mp4
Scholarship Management & Fund Utilization Brown Bag
FSUN hosted two brown bags on Scholarship Management & Fund Utilization, presented by Mary O’Brien.
Mary O’Brien from the Foundation presented two brown bags on the Foundation fund use for scholarship funding through STAR and Spending Plans. Topics covered a review of the system, including reporting and various tools to help maximize use of resources available for scholarships.
They were held on August 13, 2014 10:30am 11:30am in the Labovitz School of Business & Economics 129-LSBE in Duluth and on Thursday August 14, 2014 at 11am - 12pm in the Molecular and Cellular Biology RM 2-120.
Payroll Accounting Brown Bag
FSUN hosted a brown bag on Payroll Accounting, presented by Kelly Krattiger.
Topics covered included: a review covering retro salary adjustments post-ESUP upgrade, funding at position/pool level, position data, and a brief summary of the portal.
It was held on Wednesday July 30, 2014 at 10:30am - 11:30 in the Molecular and Cellular Biology RM 2-122.
If you would like to view the presentation:
Spring General Membership Meeting 2014
The Spring General Membership meeting was April 23, 2014.
This event covered the latest information on The Upgrade, including Procurement Card changes, Portal, Payroll accounting and financial reporting. The full agenda is available.
Wiew a recording of the presentation:
Sales Tax Brown Bags
FSUN hosted brown bags both in person and via UM Connect on Sales Tax. Topics covered will include: a review of property and services subject to sales tax; the U's status as a seller versus a buyer; the U's filing structure; exempt customers and necessary documentation; sales tax in other states; and updates on recent legislative changes and proposals.
Presentation slides: SalesTaxPresentationUMConnect.pptx