Tag Archives: PeopleSoft Finance

Finance Open Labs Scheduled

Open Labs

Several Finance Open Labs have been scheduled (as listed below). Open labs are informal sessions where qualified personnel are available to assist department users who have access to the Finance System (CFS), including Finance Data Warehouse 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/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

Assistance

Employees in need of training to access the Finance systems (FTS, CFS and Data Warehouse) should contact the CMS Help Desk first for assistance. For a list of training courses required to access the Finance systems, see Training for Employees. Please contact the CMS Help Desk at cmshelp@sjsu.edu or 408-924-1530 if you have any questions.

Schedule

Update: The October 19 Open Lab has been cancelled. We apologize for any inconvenience.

Finance Open Labs
Date Time Location
Fri, July 27 8 am to 10:30 am Clark Hall 505
Fri, Aug 10 8 am to 10:30 am Clark Hall 505
Fri, Aug 24 8 am to 10:30 am Clark Hall 505
Fri, Sept 7 8 am to 10:30 am Clark Hall 505
Fri, Sept 21 8 am to 10:30 am Clark Hall 505
Fri, Oct 5 8 am to 10:30 am Clark Hall 505
Fri, Oct 19 cancelled cancelled
Fri, Nov 2 8 am to 10:30 am Clark Hall 505
Fri, Nov 16 8 am to 10:30 am Clark Hall 505
Fri, Nov 30 8 am to 10:30 am Clark Hall 505
Fri, Dec 14 8 am to 10:30 am Clark Hall 505

 

Open Labs Scheduled for Finance Users

Finance User and Procurement/Accounts Payable Open Labs are available to assist employees in areas such as procurement policies and guidelines, entering a Requisition in FTS, running a PO Life Cycle Report in CFS, reviewing activity in Data Warehouse report, and navigating the Procurement/Accounts Payable website.

Open Labs have been scheduled on the following dates:

  • Monday, Jan 9 from 1:30 p.m. to 4:30 p.m. in Clark Hall 503
  • Friday, Jan 20 from 8:30 a.m. to 11:30 a.m. in Clark Hall 505

Employees in need of training to access the Finance systems (FTS, CFS, and Data Warehouse) should first contact the CMS Help Desk at cmshelp@sjsu.edu for assistance.

Finance & Reporting and PASS Open Labs

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, PeopleSoft, and the Finance Web Component. Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to to bring your login information with you to the lab. Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.

Schedule:

  • Monday, July 7 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 14 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, July 21 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 4 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 11 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, August 25 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 15 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, September 22 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 6 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, October 20 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 10 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, November 17 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 8 8:30 – 11:30 a.m. Clark Hall 505
  • Wednesday, December 15 8:30 – 11:30 a.m. Clark Hall 505

Finance & Reporting and PASS Open Labs [complete]

Open labs for Finance, PASS, and reporting assistance have been scheduled. Open labs are informal sessions where qualified trainers are available to assist department users with the Finance System, including Cognos, PeopleSoft, and the Finance Web Component. Come to open lab for help on a number of topics, including:

  • Running and understanding Cognos reports
  • Entering web requisitions/travel reimbursements
  • Navigating the PASS website
  • Recording receipts and inspections
  • Reviewing PO/requisition information in PeopleSoft

Note: Remember to to bring your login information with you to the lab.

  • Wed, April 21, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 5, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, May 11, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 12, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, May 19, 8:30 – 11:30 a.m., Clark Hall 505
  • Tues, June 8, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 9, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 16, 8:30 – 11:30 a.m., Clark Hall 505
  • Wed, June 23, 8:30 – 11:30 a.m., Clark Hall 505

Please contact the CMS Help Desk at 408-924-1530 if you have any questions. Thank you.