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Financial Management Solutions (FMS)

 

FMS Training

The following training is available for users required to access the FMS system.

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FMS Basic Courses

FMS 120 - Understanding Chart of Accounts

Delivery Method:  Online

Required Training?  FMS users with a security role of

    • Budget Administrator
    • Requestor
    • or any other General Ledger related role

will be required to complete this training class.  All other FMS users are welcome and highly encouraged to participate in this training course.

To access/enroll:  

FMS Online Training Request Form

FMS Online Training Access Instructions

  • Chart of Accounts Overview
  • Departmental Transactions
  • Project/Grants Transactions
  • Moving from FMS v8.9 to v9.1
  • SpeedTypes and SpeedCharts
FMS 130 - Financial Management Solutions: Learning the Basics

Delivery Method:  Online

Required Training?  This training is highly recommended but not required for those requesting access to FMS. 

To access/enroll:  

FMS Online Training Request Form

FMS Online Training Access Instructions

  • How to log in to FMS
  • How to navigate through FMS
  • How to sign out of FMS
  • Performing Searches in FMS
  • Setting up My Favorites in FMS
  • Please note:  Of particular interest to FMS 9.1 users will be the process for how to turn off the “Top Menu Features Description" which is outlined in Lesson 1 of FMS 130.  This is a process users will want to complete the first time the log In to FMS 9.1.

FMS Module Specific Courses

FMS 210 - General Ledger and Budget Basics for Budget Administrators

Delivery Method:  Online

Required Training?  This training is required for FMS users who will be given the FMS security role of Budget Administrator.  

To access/enroll:  

FMS Online Training Request Form

FMS Online Training Access Instructions

Please note:  PI's should complete FMS 215 rather than FMS 210

  • Creating a Budget Overview Inquiry
  • Accessing a Budget Inquiry
  • Customizing the budget Transfer Line
  • Creating a Budget Transfer
  • Creating Journal Entries
  • Reviewing Journal Entries
  • Voucher Correction
FMS 215 - General Ledger and Budget Basics for Principal Investigators (PI)

Delivery Method:  Online

Required Training?  This training will introduce Principal investigators (PIs) to the FMS system and the activities they will likely need to complete in the system in their role as a PI.

To access/enroll:  

FMS Online Training Request Form

FMS Online Training Access Instructions

Please note:  Budget Administrators should complete FMS 210 rather than FMS 215

  • Creating a Budget Inquiry
  • Accessing a Budget Inquiry
  • Viewing an Award

Web Report Library (WRL) Specific Courses

Web Report Library (WRL) Basic

Delivery Method:  Online

Required Training?  Optional

To enroll/register:   https://infopro.bgsu.edu/protected

For further information follow this link

  • WRL Basic  - The Web Report Library Basic training session will serve as a primer touching on the basics of finding, running and exporting reports.  WRL Basis consists of four classes:
    • WRL 101:  Locating Your Reports
    • WRL 102:  Locating Chartfields
    • WRL 103:  Exporting a Report as a pdf
    • WRL 104:  Exporting a Report to Excel
Web Report Library (WRL) Advanced

Delivery Method:  As needed basis

To request WRL Advanced training, contact Brian Skelding

  • Web Report Library Advanced training builds on concepts introduced in the Basic training and will help users further leverage the system.  During the Advanced training session, attendees will look at topics such as:  advanced searching capabilities, scheduling reports to run and distribute automatically and setting user preferences.
PCard

PCard Information, including training availability, may be referenced at:  http://www.bgsu.edu/offices/business/page8737.html

Falcon's Purch

Falcon's Purch training needs may be directed to:  Jean Coffield

Workshops / Open Labs
WRL Open Labs 

Delivery Method:  Face-to-face in lab sessions

Required?  No

To enroll/register:  https://infopro.bgsu.edu/protected

Following the go-live of FMS 9.1, the WRL team will be hosting open lab sessions to assist users with scheduling reports, if they are running into issues.  Users are encouraged to complete the "Job Scheduling Worksheet" in order to help facilitate setting up reports.  Prior to attending an open lab session, users should have attended the necessary training and/or worked through the user guides. Session dates and times may be referenced at the signup application link found to the left.

Web Report Library (WRL) Go-Live Guide [ pdf document ]