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Welcome to Managing Chart Values with CSMA

Welcome to Managing Chart Values with CSMA. Course Goals. At the end of this course, you will be able to use the Chart Security Maintenance Application (CSMA) to request the following value changes in selected Chart of Accounts (CoA) segments: ADD MODIFY DISABLE RE-ENABLE.

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Welcome to Managing Chart Values with CSMA

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  1. Welcome to Managing Chart Values with CSMA

  2. Course Goals At the end of this course, you will be able to use the Chart Security Maintenance Application (CSMA) to request the following value changes in selected Chart of Accounts (CoA) segments: • ADD • MODIFY • DISABLE • RE-ENABLE

  3. Course Goals, continued You will also be able to: • Use CSMA to manage your change requests and respond to notifications about them • Find information on: • CSMA batch processing • Reports • Routing requirements

  4. Course Contents Unit 1: CSMA Overview and Org Values Unit 2: Activity and Subactivity Values Unit 3: Root Values Unit 4: Fund Values Unit 5: Managing Your Requests • Worklist • Manage/View

  5. Sub- activity Org Fund Tub Object Managing Chart Values with CSMA Unit 1: CSMA Overview and Org Values Activity Activity Root

  6. Learning Objectives At the end of this unit, you will: • Understand how CSMA will facilitate your CoA change requests • Understand how CSMA navigation works • Know how to log on and navigate in CSMA • Know how to request an org value within your CoA ranges

  7. What Is CSMA? • CSMA is a custom-built, integrated Oracle application • CSMA features include: • Validation of requests at point of entry • Streamlined batch processing • Tracking and routing of requests throughout the entire processing lifecycle • Custom reports to help monitor and view CoA requests • Seamless and transparent integration with the upcoming Grants Management Award System (GMAS)

  8. Sub- activity Org Fund Faculty RSO Org Balance sheet Other income statement Building Non-RSO Activity Tub Activity Object Root What Does CSMA Allow Us to Do? ADD MODIFY DISABLE RE-ENABLE Child, Budget-only, Parent

  9. How Does CSMA Work? • Navigation • Inter-field dependencies supported • Separate screens for ADD-specific attributes • “Smart” pick lists and color prompts for required and optional entries • Oracle • CSMA forms, functions, and reports attached to your individual responsibility • Four loads to Oracle daily (8 am, 11 am, 2 pm, and 5 pm) • Batch processing available (using Excel) • Security • Each responsibility assigned a range of unique values for each segment • Validation performed first, no wasted effort

  10. Log on to Oracle via PIN Gateway to Oracle Financial Applications

  11. Enter Login ID and PIN Password Harvard: PIN System Login

  12. Personal Home Page Your responsibility • Each responsibility allows access to a unique rangeof CoA values assigned to you

  13. Displays the CSMAresponsibility you selected at the top CSMA: Oracle Navigator Window • The menu displays the various forms and data you can access using this responsibility • Allows you to build a a personal “Top Ten List” of frequently used items

  14. Open the Request Entry screen from the menu or your “Top Ten List’ CSMA: Oracle Navigator Window

  15. Select Type of Value ClickContinue when done Create New Request Enter Request, Segment, and Value

  16. Enter Description and ORG Abbreviation Complete Later Cancel Request ID # ClickContinue when done Enter ORG Attributes

  17. Complete Later Return to attributes “Save for Later” Message

  18. Enter Date and Comments Complete Later Cancel Review Submit Comments Screen/Submit Message

  19. Continue with Submission Return to attributes “Submit Confirmation” Message

  20. Open a printable record Start a new request Confirmation Screen: No Approval Needed – “Queued for Upload”

  21. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  22. CSMA Request Detail Report

  23. Unit One: CSMA Demo • Accessing CSMA • ADD ORG – Child Value • ADD ORG – Parent Value • DISABLE ORG

  24. Managing Chart Values with CSMA Unit 2: Activity and Subactivity Values

  25. Learning Objectives At the end of this unit, you will: • Understand how to request balance sheet activity values • Understand how to request other income statement activity values • Use CSMA to request an activity value • Understand how to request subactivity values

  26. Derived information Delete, Save, Continue Delete, Review, Save, Submit Activity – Balance Sheet

  27. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  28. Derived information Delete, Save, Continue Delete, Review, Save, Submit Activity – Other Income Statement

  29. Other Income Statement Activity Balance Sheet Activity CSMA Requests the Relevant Attributes

  30. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  31. Unit 2: CSMA Exercise • ADD ACTIVITY, Child – Other Income Statement

  32. Derived information Delete, Save, Continue Delete, Review, Save, Submit Subactivity If yes,goes to OTM

  33. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  34. Unit 2: CSMA Demo • ADD SUBACTIVITY – Child Value

  35. Managing Chart Values with CSMA Unit 3: Root Values

  36. Learning Objectives At the end of this unit, you will: • Understand how to request building root values • Understand how to request faculty root values • Use CSMA to request a faculty root value

  37. Derived information Derived information Delete, Save, Continue Delete, Review, Save, Submit Faculty Root

  38. CSMA Requests the Relevant Attributes

  39. Open a printable record Start a new request Confirmation Screen: No Approval Needed – “Queued for Upload”

  40. Derived Fields Delete, Save, Continue Delete, Review, Save, Continue Delete, Review, Save, Submit Building Root

  41. CSMA Requests the Relevant Attributes

  42. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  43. Unit 3: CSMA Exercise • ADD ROOT, Child – Faculty

  44. Managing Chart Values with CSMA Unit 4: Fund Values

  45. Learning Objectives At the end of this unit, you will: • Understand how to request non-RSO fund values • Understand how to request RSO fund values • Use CSMA to request an RSO fundvalue

  46. Non-RSO Fund Value Ranges Fund Type From To Unrestricted UndesignatedUnrestricted Designated 000100 - 054999 720000 - 720999 Faculty/Staff Loans Capital Reserve and Others 721000 - 727999 730000 - 736999 Life Income Principal Funds (RSO Only) Life Income Funds (General Accounting Only) 749600 - 749999

  47. Derived information Delete, Save, Continue Delete, Review, Save, Submit Non-RSO Fund Attributes Type and Value determine next screen Provide the information requested

  48. Open a printable record Start a new request Confirmation Screen: Approval Needed – “Forwarded for Approval”

  49. RSO Fund Value Ranges Fund Type From To Gifts 300000 - 399999 Endowments 400000 - 699999 Student Loans 700000 - 719999 These fund values require approval by the RSO

  50. Request Type and Value determine the next screen after clicking Continue CSMA knows that this Unrestricted Endowment requires fund purpose Delete, Save, Continue RSO Fund Attributes MODIFY will open this screen and then comments screen only

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