CSUMB staff and faculty use the Common Finance System (CFS) for purchasing, financial management and queries. A Finance Data Warehouse is used for reporting functions.   Access to these functions ( MyCSUMB > CSU Portal) is granted contingent upon meeting the following requirements:

  1. Submit approved Data Access Request form (new users and for additional access);

  2. Complete CSUMB Information Security training (State-side version); and

  3. Complete Finance function-specific training (to schedule contact CMS Trainers at CMSQuestions@csumb.edu):

Finance Training and Documentation  

Course Name

Course #

 Course Description

Intro to Finance

#000101

Required introductory class for all finance functions. Review the CSUMB chart of accounts as they relate to procurement, budget monitoring and reporting processes. Class is usually incorporated into scheduled training for purchase requisition and/or finance reports training.

Create Purchase Requisitions

 

#000134

Create purchase requisitions, review inquiry pages and reports applicable to the purchasing process in CFS.

Quick Steps:  Tangible Goods and Blanket Requisitions

Financial Reporting

 

#000380

Introduction to the Finance Data Warehouse, CFS queries and CFS Inquiry pages associated with budget monitoring.

Quick Steps:   Department Reports in CFS, DW_Department Reports, DW_Project Reports, DW_Detailed Activity Reports and DW_Trial Balance Reports.

Budget Transfers (University)

#000248

Transfer funds among accounts within a single fund. 

ProCard Adjustments

n/a

Reconcile monthly ProCard (credit card) statements. Access does not require training, only Departmental approval via email (after Application for ProCard is approved).

See all CFS and Finance Data Warehouse related  job aids on the CSUMB network at:  M:\Technology Training\public\Common Finance System (CFS).

Procurement Resources

Additional Resources

Email CMS Trainers at CMSQuestions@csumb.edu or to Administrative Systems Management (CFS Security Analysts) at ASM@csumb.edu.

Posted by Jennifer Stone on Dec 19, 2011 -