1. CO PeopleSoft CFS Training & Tips

2. Introduction The implementation of Common Financial System (CFS) brings some changes that will affect the end user - specifically: Logging into PeopleSoft User ID’s have changed Favorites Run Controls Operational Reporting CFS Training & Tips2

3. Logging into PeopleSoft The CSU Portal will be the mechanism used for the user to access PeopleSoft financials. The portal uses your user id & password that you use to log into your PC as the credentials to log you into PeopleSoft Financials & the Financial Data Warehouse. It also has useful information for things going on throughout the CO. To access the portal – use the following link https://portal.stage.calstate.edu/login/CSULogin.aspx (HINT: copy & paste this link onto your desktop. It will leave an icon that you can click on to easily access this page) 3CFS Training & Tips Logging into PeopleSoft

4. The CSU Portal The following screen will display: 4CFS Training & Tips

5. Click on the ‘Financial Services’ link CFS Training & Tips5

6. CSU Portal Click on Financial Services. This will take you to the following screen: CFS Training & Tips 6 Click on ‘Production’ – it will automatically log you into Peoplesoft

7. User ID’s in CFS Your user id is now your employee ID with an ‘01’ in the front of it. One place you will see this difference is in the Process Monitor (see sample below) CFS Training & Tips7

8. Favorites CFS Training &Tips8 Favorites You will need to resave your ‘Favorites’ in the new CFS database. The favorites list is you own list of bookmarks to components & transaction pages that you user frequently. An example of you favorite might include ‘Process Monitor’

9. Click on ‘Add to Favorites’ CFS Training & Tips9 For the Process Monitor click on PeopleTools > Process Scheduler > Process Monitor Once you are on the Page, you then add to your favorites. Click on the “Add to Favorites” menu option

10. Adding Favorites CFS Training & Tips10 Select the Add to Favorites option. You will get the following screen. Type in the description you wish to use.

11. Adding & Editing Favorites CFS Training & Tips11 Once you select “OK” the menu has been added to your favorites folder. To see this, select My Favorites The Edit Favorites is used to delete your favorites or change the description of your favorites

12. 12 New Run Controls Run Controls Run Controls will need to be reestablished in the new CFS system. It is best if you make print screens of the Run Controls you set up in the CMS Legacy System. These can be used to create the Run Control in the new CFS system. EXAMPLE: CSU State & SW Reporting > Campus Reports> Fund/Deptid Budget Report - To create a new Run Control choose the “Add a New Value”. Note: Run Controls are case sensitive and should not contain spaces or slashes. Use underscores instead. CFS Training & Tips

13. Setting up Run Controls CFS Training & Tips 13 Set up your report parameters (ex: below) and run the report – the run control will save these parameters for you

14. Click on Run Click on ‘Run CFS Training & Tips14

15. Process Scheduler Request In the ‘Process Scheduler Request’ – click on the ‘Distribution’ link CFS Training & Tips15 This will take you to the ‘Distribution Detail’ – here – click on the ‘+’ sign

16. Distribution Detail After clicking on the ‘+’ button – you should see this CFS Training & Tips16 Change the ‘ID Type’ to ‘Role’ and ‘*Distribution ID’ to ‘CFSCO_PT_SchedularNotify_01’ Click Then back on the ‘Process Scheduler Request’ click to run your report **NOTE: You will only have to do this the first time you run this report – this setting will remain in effect after you run the report once **

17. Run controls CFS Training & Tips 17 To reuse saved run controls choose the ‘Find an Existing Value’ option for the specific report you are printing or viewing Note: Once a Run Control is created it cannot be deleted. Care should be taken using the “Add a New Value” option. Run Controls are reusable and can be changed before each re-use. A single generic Run Control for each module, for example “POREPORTS”, may be used to meet all of your Purchasing reporting needs.

18. Nvision & the Data Warehouse CFS Training & Tips 18 Nvision will no longer be available in the new CFS system. A Financial Data Warehouse has replaced this functionality. Further information on how to access & use the data warehouse will be given at the Data Warehouse training. There is also a Datat Warehouse Training Guide that can be used as a reference. Also – the following are STILL available in PeopleSoft CFS: The Dept/Fund Budget Report Navigation: CSU State & SW Reporting > Campus Reports > Fund/DeptID Budget Report The General Ledger Inquiry Screen Navigation: General Ledger > Review Financial Information > Ledger

19. Fund/DeptID Budget Report sample CFS Training & Tips19 The Dept/Fund Budget Report Navigation: CSU State & SW Reporting > Campus Reports > Fund/DeptID Budget Report

20. Fund/DeptID Budget Report Results CFS Training & Tips 20 The Dept/Fund Budget Report Navigation: CSU State & SW Reporting > Campus Reports > Fund/DeptID Budget Report

21. GL Ledger Inquiry panel 21 The General Ledger Inquiry Screen Navigation: General Ledger > Review Financial Information > Ledger CFS Training & Tips

22. Ledger Summary results CFS Training & Tips 22 The General Ledger Inquiry Screen Navigation: General Ledger > Review Financial Information > Ledger

23. www.calstate.edu 23CFS Training & Tips