1 / 25

CFS Implementation

CFS Implementation. PCBO 9/30/2010. PR: another implementation? What is this one about?. What is CFS?. CFS = Common Financial System All CSU campus (outside of SDSU) finance systems will be housed in a single database Cal State San Marcos go live date: April 2011

shanta
Download Presentation

CFS Implementation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CFS Implementation PCBO 9/30/2010

  2. PR: another implementation? What is this one about?

  3. What is CFS? • CFS = Common Financial System • All CSU campus (outside of SDSU) finance systems will be housed in a single database • Cal State San Marcos go live date: April 2011 • System-wide go live: July 2011

  4. PR: I am intrigued, what are the steps involved?

  5. CFS Project Team • Alma Mcfarland • Barbara Sainz • Becky Henwood • Bella Newberg • Brenda Martin • Chris Manese • Dan Zorn • Diane Petersen • David Taylor • Karen Baldyga • Liz Rojas • Rhyan Rana • Shelley Wicka • Travis Honeycutt

  6. PR: That is a great team

  7. MP2 / MP3 • MP = Maintenance Pack • Part of the CMS common code initiative to prepare campuses for CFS • Goal is to eliminate all campus mods and utilize only baseline processes and reports

  8. PR: Sounds complicated, let me map this out

  9. MP mods in production • Chargeback • Journal Upload • Auto Invoicing (formerly Reimbursed Activities) • Billing Upload • CFS Procard (US Bank)

  10. chargeback • CSU Administer Integration  CSU Chargebacks  Speedchart

  11. Expenditure transfer form • Located on the FAS Forms website: http://www.csusm.edu/fas/fasforms.html

  12. Auto invoice – customer lookup • Billing  CSU Billing  AI Chartfield to Customer Map

  13. Billing upload spreadsheet • Located on the FAS Forms website: http://www.csusm.edu/fas/fasforms.html

  14. CFS procard (US Bank) • CSU Procard  Use & Inquiry  Procard Adjustment

  15. CFS procard (US Bank)

  16. Mods going into production soon • Req to check email notification • Fiscal Authority

  17. PR: Eh, doesn’t sound too bad to me, what else changes?

  18. Reporting changes • CFS Data Warehouse • Web based reporting • Easy access to drill into data (no process scheduling) • Nightly refresh cycle

  19. PR: Reporting changes? What does this look like?

  20. Report example - dept

  21. Report example – Class code

  22. PR: I see what you did there, what is the timeline?

  23. Important dates • Pass 1: October 4 – November 5 • Pass 2: November 8 – December 10 • Performance Testing: January 3 – February 11 • Acceptance Testing: January 3 – March 4 • End User Training: March / April 2011 • Move to production – April 2011

  24. PR gives CFS the big thumbs up!

  25. Any Questions?

More Related