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FIS Standard Curriculum Course Material

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Course 1: FIS Overview

Pre-class Material

  • Simulation:  Basic SAP Navigation – Part 2

Post-class Material

  • Simulation:   How to Locate your Funds Center Hierarchy
  • FAST_TIP_JULY2016
  • Simulation:  How to Locate your Cost Center Hierarchy
  • June2016_tip_Title_Page_sim

Course 2: Accounts Payable Processing Part 1 - Basic Data Entry

Pre-class Material

In-class Material

Exercise 1
(Processing a Standard Invoice)
Sample Invoice
Reference Guide
Exercise 2
(Processing an Invoice using Alternate Payee)
Sample Invoice
Reference Guide
Exercise 3
(Processing an Invoice using One Time Vendor)
Sample Invoice
Reference Guide
Exercise 4
(Processing a Credit Memo)
Sample Credit Memo
Reference Guide

Post-class Material/Resources

  • Simulation:  How to Hold, Park and Post Parked Documents

  • Simulation: Processing an Invoice using the Post with Reference function 

  • Simulation:   How to use the History, Wildcard (*) and plus (+) sign to Search Data and Reduce Keystrokes

  • Simulation:  How to Use the Account Assignment Template to Reduce Keystrokes

sim_image_account_assignment_tab

  • Simulation: How to Determine the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

  • Simulation: How to Check if an Invoice has been Processed if the Document # is Not Known

sim_image_status_of_check

  • Simulation: How to Attach Documents to FIS Transactions

sim_image_attach_electronic_docs

Course 3: Accounts Payable Processing Part 2 - Expense Reimbursements

Pre-class Material

In-class Material

Exercise 1
(Processing an Expense Reimbursement-Cheque)
Sample Expense Report
Reference Guide
Exercise 2
(Processing an ERDD)
Exercise 3 
(Reversing an ERDD)
Sample Expense Report
Reference Guide – Exercise 2
Reference Guide – Exercise 3
Exercise 4
(Processing an Expense Reimbursement-Cheque)
Sample Expense Report
Reference Guide

Post-class Material/Resources

  • Simulation: How to Determine the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

  • Simulation: How to Attach Documents to FIS Transactions

sim_image_attach_electronic_docs

  • Simulation:  How to Use the Account Assignment Template to Reduce Keystrokes

sim_image_account_assignment_tab

  • Simulation:  How to Hold, Park and Post Parked Documents

Course 4: G/L Account Postings - Basic Data Entry

Pre-class Material

In-class Material

Exercise 1
(Processing a Journal Entry)
Instructions and Sample Form 
Reference Guide 1 – Document Display
Reference Guide 2 – Create Journal Entry
Exercise 2
(Processing an Internal Revenue/Internal Expense Recovery)
Instructions and Sample Form
Reference Guide 
Exercise 3
(Processing a Deposit – Internal Cash Receipt)
Instructions and Sample Form
Reference Guide
Exercise 4
(Processing a Deposit – Direct Bank Deposit)
Instructions and Sample Form
Reference Guide
Assessment

Post-class Material/Resources

  • Simulation: How to Determine the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

  • Simulation:  How to Hold, Park and Post Parked Documents

  • Simulation:  How to Use the Account Assignment Template to Reduce Keystrokes

sim_image_account_assignment_tab

 

Course 5: A/P and G/L Account Postings - Troubleshooting

Pre-class Material

In-class Material

Exercise 1
(Processing a Journal Entry)
Instructions and Sample Form 
Reference Guide 1 – Document Display
Reference Guide 2 – Create Journal Entry
Exercise 2
(Document Change)
Instructions
Reference Guide 
Exercise 3
(Document Reverse & Internal Revenues/Internal Expense Recoveries)
Instructions and Sample Form
Reference Guide 1 – Document Reverse
Reference Guide 2 – Internal Revenues/Internal Expense Recoveries
Exercise 4
(Reverse Internal Revenue/Internal Expense Recovery)
Instructions
Reference Guide (Page 5)

Post-class Material/Resources

  • Simulation: How to Determine the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

  • Simulation: How to Check if an Invoice has been Processing if the Document # is Not Known

sim_image_status_of_check

  • Simulation: Reversing A/P & G/L Transactions

sim_image_reversing_ap_gl_docs

Course 6: Logistics Part 1 - Purchase Requisitions and Purchase Orders

Pre-class Material

In-class Material

Purchase Requisitions

Exercise 1
(Processing a Purchase Requisition)
Instructions
Reference Guide 1 – Set PR Personal Settings
Reference Guide 2 – Create Standard Purchase Requisition
Exercise 2
(Processing a Lease Requisition)
Instructions
Reference Guide 
Exercise 3
(Processing a Purchase Requisition for Radioactive Material)
Instructions
Reference Guide 

 

Purchase Orders

Exercise 4
(Processing a Standard Purchase Order)
Instructions 
Reference Guide 1 – Set PO Personal Settings
Reference Guide 2 – Create Standard Purchase Order
Exercise 5
(Processing PO from PR for Radioactive Material)
Instructions
Reference Guide 
Exercise 6
(Processing PO with Repeat Account Assignments)
Instructions
Reference Guide
Exercise 7
(Processing PO with Multiple Account Assignments)
Instructions
Reference Guide
Exercise 8
(Finalizing and Cancelling a Purchase Order)
Instructions
Reference Guide 

Post-class Material/Resources

  • Course Slides
  • Simulation: How to Print an Additional Copy of a Purchase Order (PO)

Aug2016_tip_Title_Page_sim

  • Simulation: How to Attach Documents to FIS Transactions

sim_image_attach_electronic_docs

Course 7: Logistics Part 2 - Goods Receipts and Invoice Receipts

Pre-class Material

In-class Material

Goods Receipts

Exercise 1
(Processing a Goods Receipt)
Instructions
Reference Guide
Exercise 2
(Processing a Partial Goods Receipt)
Instructions
Exercise 3
(Processing a Partial Goods Receipt)
Instructions
Exercise 4
(Reversing a Goods Receipt)
Instructions
Exercise 5
(Processing a Goods Receipt)
Instructions

 

Invoice Receipts

Exercise 6
(Processing a PO Invoice Receipt)
Instructions 
Reference Guide
Exercise 7
(Processing Partial PO Invoice Receipt)
Instructions
Exercise 8
(Processing Partial PO Invoice Receipt)
Instructions
Exercise 9
(Processing PO Credit Memo)
Instructions
Exercise 10
(Finalizing and Cancelling a Purchase Order)
Instructions
Reference Guide 1 – Cancel Invoice Receipt
Reference Guide 2 – Reverse Goods Receipt
Reference Guide 3 – Finalize and Cancel Purchase Order
 Assessment

Post-class Material/Resources

  • Simulation: How to Use the G/L Account tab when Processing PO related Invoice Receipts

sim_image_gl_account_tab_po

  • Simulation: How to Print an Additional Copy of a Purchase Order (PO)

Aug2016_tip_Title_Page_sim

  • Simulation: How to Determine the Status of a Cheque, Foreign Draft or Electronic Funds Transfer

  • Simulation: How to Check if an Invoice has been Processing if the Document # is Not Known

sim_image_status_of_check

  • Simulation: How to Attach Documents to FIS Transactions

sim_image_attach_electronic_docs

Course 8: Basic Funds Management Reporting

Pre-class Material

In-class Material

Post-class Material/Resources

Additional Reference Guides
ZFIR079A – All Postings Line Item Report
ZFTR017F – FC and Fund Balance Listing Report
ZFTR055 –  Budget Movement Report for Funds Center
ZFIR055_FUNDS – Budget Movement Report for Funds
  • Simulation:   How to Locate your Funds Center Hierarchy

FAST_TIP_JULY2016

  • Simulation: How to Create and Retrieve Report Selection Screen Variants

sim_image_selection_variant

  • Simulation: How to Create Custom Line Item Reports

uPerform_Sim_May2016_title_pg

  • Simulation: How to use Dynamic Selections in FIS Reports

Course 9: Basic Controlling Reporting

Pre-class Material

In-class Material

Post-class Material/Resources

  • Simulation:  How to Locate your Cost Center Hierarchy

June2016_tip_Title_Page_sim

  • Simulation: How to Create and Retrieve Report Selection Screen Variants

sim_image_selection_variant

  • Simulation: How to Create Custom Line Item Reports

uPerform_Sim_May2016_title_pg

  • Simulation: How to use Dynamic Selections in FIS Reports

  • Simulation: Understanding the Linking Table and it’s Impact on the CO Planning Process

sim_image_linking_table