Several Finance Open Labs have been scheduled. Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Common Finance System (CFS), which includes the Finance Data Warehouse. We will also assist users who have access to Cognos Reporting and Financial Transaction Services (FTS).
Come to the open lab for help on a number of topics, including:
- Understanding Procurement policies and guidelines
- Entering web requisitions and travel reimbursements in FTS
- Running a PO Life Cycle report in CFS
- Assistance in reviewing financial activity in a Finance Data Warehouse report
- Navigating the Procurement/Accounts Payable website
- Recording receipts and inspections
- Reviewing PO and requisition information in PeopleSoft
Be sure to bring your login information with you.
| Date | Time | Location |
|---|---|---|
| Fri, Feb 10 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Feb 24 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Mar 9 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Mar 23 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Apr 6 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Apr 20 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, May 4 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, May 18 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Jun 1 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Jun 15 | 9:00 am to 11:00 am | Clark Hall 505 |
| Fri, Jun 29 | 9:00 am to 11:00 am | Clark Hall 505 |
Employees in need of training to access any of the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. You can find a list of training courses that are required to access the Finance systems at Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.