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Standard Curriculum

Standard Curriculum is a set of nine courses as listed below

Certificate:

Once you have completed all 9 courses, you will qualify for the FIS Standard Curriculum Certificate of Completion.

IMPORTANT NOTE: Each of the Standard Curriculum courses build upon the previous course. To get the most out of your FIS training experience, it is recommended that you attend the courses in the order in which they are listed below.

Note: The 9 required courses do not need to be completed in sequence to qualify for the certificate.

Learn more about the FIS Standard Curriculum Certificate


1. SC – FIS Overview

Location: 256 McCaul St., Room 103
Duration: 3 hours
Format: Lecture + Demonstrations
Course Material PDF Icon

This course provides a basic understanding of how Financial Information Systems (FIS) is used to facilitate administrative financial management while introducing common terms and concepts used in FIS. This is the prerequisite for all new FIS users.

Topics include:

  • Introduction to common terms and concepts used in FIS
  • Understanding the big picture of Funds Management and Controlling within the FIS system
  • Overview of types of master data in Funds Management and Controlling
  • Overview of Funds Management and Controlling hierarchies including Commitment Items, Cost Elements, Funds Centers, Cost Centers and Internal Orders.

Prior to attending this class, it is recommended that you read and familiarize yourself with the Introduction to FIS document.

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2. SC – A/P Processing Part 1: Basic Data Entry

Location: 256 McCaul St., Room 103
Duration: 3.5 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for new Financial Information Systems (FIS) users who are expected to complete A/P invoices, Petty Cash and / or Imprest Reimbursements within FIS. Specifically, it focuses on identifying and entering information within the Accounts Payable – Invoice Document Entry screen for various financial transactions.

Topics include:

  • When to use the Accounts Payable – Invoice Document Entry screen
  • Identifying the information required to process a transaction
  • How to process a transaction in FIS using this screen (e.g., entering an invoice, credit memo)

Prior to attending this course it is recommended that you attend the FIS Overview as well as read the following supporting documents:

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3. SC – A/P Processing Part 2: Expense Reimbursements

Location: 256 McCaul St., Room 103
Duration: 3.5 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for Financial Information Systems (FIS) users who input Accounts Payable Expense Reimbursements.Specifically, it focuses on the how to post an Expense Reimbursement using either the Accounts Payable – Invoice document entry screen or the Expense Reimbursement Direct Deposit (ERDD) entry screen.

Topics include:

  • Reimbursement options
  • Tax codes for Petty Cash and Expense Reimbursements
  • When to use either the:
    • Accounts Payable – Invoice document entry screen or
    • Expense Reimbursement Direct Deposit screen
  • Creating and reversing Expense Reimbursements
  • Correcting Expense Reimbursement documents
  • Common reimbursement errors

Since much of this course builds on the preceding courses within the Standard Curriculum, it is recommended that it be taken in sequence.

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4. SC – G/L Account Postings: Basic Data Entry

Location: 256 McCaul St., Room 103
Duration: 3.5 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for new Financial Information Systems (FIS) users, and focuses on how to effectively post financial transactions using the G/L Account Posting screen.Particular attention will be paid to processing Internal Revenues and Expense Recoveries.

Topics include:

  • Identifying the appropriate FIS screen for each financial transaction
  • Processing Internal Revenues and Expense Recoveries
  • Correcting posting errors using Journal Entries
  • Displaying or changing an existing financial document
  • Processing and handling Cash Receipts

Since much of this course builds on the preceding courses within the Standard Curriculum, it is recommended that it be taken in sequence.

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5. SC – A/P and G/L Account Postings: Troubleshooting

Location: 256 McCaul St., Room 103
Duration: 3.5 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for Financial Information Systems (FIS) users who input accounts payable and/or journal entry type documents on a regular basis.Specifically, troubleshooting tips will be provided to help you deal with system warning / error messages and / or missing information during and after the data entry process.

Topics include:

  • Interpreting system warning/error messages
  • Troubleshooting errors DURING the data entry process and AFTER a document has been posted
  • Reversing posted documents
  • Processing a correcting Journal Entry
  • Making corrections to a Accounts Payable (A/P) document

Since much of this course builds on the preceding courses within the Standard Curriculum, it is recommended that it be taken in sequence.

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6. SC – Logistics: Purchase Requisitions & Purchase Orders

Location: 256 McCaul St., Room 103
Duration: 7 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the first 5 courses in the Standard Curriculum. Specifically, this course provides an overview of the differences between a Purchase Order (PO) and a Purchase Requisition (PR) and how to process each in FIS.

Topics include:

  • Review of the Purchasing Cycle at the University
  • What are PRs and POs
  • When are PRs and POs required
  • Creating, changing and deleting POs

Prior to taking this course, review the following supporting document to get a overview of the Purchasing Cycle:

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7. SC – Logistics – Goods Receipts & Invoice Receipts

Location: 256 McCaul St., Room 103
Duration: 7 hours
Format: Lecture, Demonstrations + Hands-on Practice Activities
Course MaterialPDF Icon

This course is designed for all Financial Information Systems (FIS) users who will be processing Purchase Orders (PO) and have completed the Logistics Part 1 course as part of the Standard Curriculum. Specifically, it provides an overview of Goods Receipts (GR) and Invoice Receipts (IR), how and when to process them and making adjustments to each when necessary.

Topics include:

  • Understanding the receiving process
  • Creating, changing and reversing GRs and IRs in FIS
  • Returning goods to the vendors
  • Tracking GRs in departmental accounts
  • Processing adjustments to IRs (e.g., Stop Payments, IR Reversals and Credit Memos)

Prior to taking this course, review the following supporting document to get a overview of the Purchasing Cycle:

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8. SC – Basic Funds Management Reporting

Location: 256 McCaul St., Room 103
Duration: 3 hours
Format: Lecture + Demonstrations
Course MaterialPDF Icon

This course is designed for new Financial Information Systems (FIS) users, and provides an overview of Funds Management (FM) reports.

Topics include:

  • The purpose of Funds Management (FM) reporting
  • Common FM reports and their features

Prior to attending this course it is highly recommended that you attend the FIS Overview as well as read the following supporting document:

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9. SC – Basic Controlling Reporting

Location: 256 McCaul St., Room 103
Duration: 3 hours
Format: Lecture + Demonstrations
Course MaterialPDF Icon

This course is designed for new and experienced Financial Information Systems (FIS) users and provides an overview of some commonly used Controlling reports.Specifically, the course introduces commonly used Controlling (CO) reports, the characteristics and functions of each report, and how to interpret each reports’ output data.

Topics include:

  • Common Controlling (CO) reports and their features
  • Identifying the budget a financial transaction was posted to
  • Comparing plan to actual financial activity
  • Identifying outstanding Commitments against Cost Centers / Internal Orders

Prior to attending this course it is recommended that you attend the FIS Overview as well as read the following supporting document:

Register for Upcoming Sessions:

 

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