COMMON FINANCIAL SYSTEM (CFS) OVERVIEW
Presented by Information Technology & Financial Services
AGENDA
Introduction & CFS Overview
CMS vs. CFS
CFS Timeline
CFS Login
Requisition
Budget Transfer
Procurement Card
OfficeMax
Coming Soon: Data Warehouse
CFS Training
Q&A
INTRODUCTION
CFS OVERVIEW
•In order to face tougher budget economic climate and create efficiencies, the
CMS Steering Committee at the Chancellor’s Office has launched CFS, Common
Financial Systems
• The CFS database consolidation project will combine all 23 CSU campuses
financial systems into a single CSU system‐wide finance system
• CFS was approved by the Vice Presidents for Finance from all CSU campuses
(CABO) and mandated by the Chancellor’s Office that all campuses convert to
CFS in a phased implementation by July 2011
•CSUF Enterprise Resource Planning (ERP) Steering Committee has approved
moving forward with CFS in October 2009
• Between November 2009 and June 2010, CSU Fullerton has participated in the
design, development, and migration to CFS with a go live scheduled for July
2010
CMS VS.CFS
•Core business functionality will essentially
remain the same
•Department IDs, chartfields
•The new system will look and feel the same as
CMS
•Slight differences in CFS baseline modules
•Eliminated all campus‐based modification
•Adopting standardized business practices and
reporting.
CFS TIMELINE
COMMON FINANCIAL SYSTEM LOGIN
•Click on Financial Services (CFS) on Titan Online tab of CSUF portal.
COMMON FINANCIAL SYSTEM LOGIN
•Under CFS Login, select Production link.
COMMON FINANCIAL SYSTEM LOGIN
• CFS Homepage
REQUISITION
•Navigation: Home > Purchasing > Requisitions > Add/Update Requisitions
REQUISITION
•Requisition Data Entry screen
BUDGET TRANSFER
•Budget Transfer form available at : http://finance.fullerton.edu/Budget/Forms/
PROCUREMENT CARD
•Process remains the
same
•Review/approve
transactions via the
bank
•No additional
processes related to
CFS
Contact Michael Pruitt at mpruitt@fullerton.edu for information
OFFICEMAX
•Process remains the same
•Enter orders via the
OfficeMax tab in portal
•Modified CFS Chartfield
•Account defaulted to
660003
•All users have default
Fund-Dept ID set up
•Contact C&P if you need
to use class or program
codes
•No Project codes
Contact Michael Pruitt at mpruitt@fullerton.edu for information
COMING SOON: DATA WAREHOUSE
•Financial Reports/Data Warehouse
(September 2010)
CFS TRAINING
•Available Now:
•Quick reference guides
•CFS Overview presentation
•Available over the summer:
•User guides
•Hands-on training classes
•Tier One: June 15th
•Tier Two: July 15th
•Tier Three: August 15
•Available in September 2010:
•Data Warehouse training classes
CFS Training materials are available at:
http://www.fullerton.edu/it/services/training
Contact: ittraining@fullerton.edu
CFS RESOURCES
•CSUF CFS website:
http://www.fullerton.edu/cms/cfs
•CFS Training information:
http://www.fullerton.edu/it/services/training/peoplesoft/finance/cfs.asp
QUESTIONS