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Understanding Year-End Operating Reserves

…calculated? Knowledge Center Article: Do you have Funds that are ending before the new Fiscal Year with Outstanding Purchase Orders? Knowledge Centre Article: Updating Lease Purchase Orders in the New…

Purchase Order GR IR Variance Clean Up memo

The most recent annual GR/IR Variance Memo to AMS users….

Entries at the End of an Award Period for Restricted Funds

purchase order commitments, the amount of budget removed from the account equals the total budget less the outstanding commitments. No carry forward When the sponsor allows no carry forward of…

Course 8: Basic Funds Management Reporting

…Screen Variants Simulation: How to Create Custom Line Item Reports Simulation: Line Item Report Enhancements Simulation: How to use Dynamic Selections in FIS Reports Simulation: Purchase Order Reporting COURSE EVALUATION…

FIORI Launchpad Reporting – Documentation & Support

…FIS/Logistics SIMULATION: How to Create Custom Line Item Reports SIMULATION: How to Create and Retrieve Selection Screen Variants SIMULATION: Line Item Report Enhancements SIMULATION: Purchase Order (PO) Reporting Tips SIMULATION:…

Forms

…FIS Master Record Forms Listing of forms required in order to request new FIS Master Records (Funds Center, Cost Center, Internal Order) or make changes to existing FIS Master Records….

Create Master Record Forms

…forms. Cost Center (CC) or CC Node / Group (updated June 2010) PDF * Internal Order (updated June 2010) PDF * Funds Center (updated June 2010) PDF * Principal Investigator…

Workshop – Updating CO Plans to Operating Budgets

…Excel Template Internal Order Plan Upload – Excel Template Article: Using the Long Text in your Cost Center/Internal Order Plans Simulation: Understanding the Linking Table and its Impact on the…

Tax Code Corrections

I accidentally used an incorrect tax code while processing an invoice. The cheque has already been processed. Is it still possible to correct the tax code? Yes, a correction is…

Endowment and Expendable Funds

…EFIP. Grants and contracts are not eligible to be invested in EFIP since budgets for spending are set up before actual cash receipt from sponsors. Last revision: October 5, 2006…