Financial Information System (FIS) Web Client End User Training

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1 FIS - JD Edwards EnterpriseOne Common Foundations Workshop Financial Information System (FIS) Web Client End User Training 1

2 Logging On 1. Open Internet Explorer 2. Go to 3. Save web page to favorites list 2

3 Logging On 4. Enter User Name & Password 5. Select Environment 3

4 Provides access to menus, applications and reports. 4

5 Account Structure ACCOUNT STRUCTURE: Fund Business Unit (used to be Cost Centre and sometimes incorrectly referred to as an account ) Object Account Sub Object (Subsidiary) Account Typically, you do not need to refer to the Fund when inputting data to the system. This is because every Business Unit belongs to a particular Fund and the system automatically stores this information. When entering data (e.g. Journal Entry), you must always have a Business Unit and an Object Account. A Subsidiary Account is another level of detail that is sometimes added to a particular object account. Refer to the following example: CPC Business Unit Object Account Subsidiary When the system (FIS) refers to Account, it is referring to the whole Account String which includes the Business Unit, Object Account and Subsidiary (if required). 5

6 Budget Comparison - double click on this option 6

7 Enter a Business Unit/Account and click the Find button. 7

8 To display the records for your Business Unit so you get the full listing of objects and sub objects - click on the arrow key beside the Records line and continue to click until the arrow disappears 8

9 Click an account you want to view in detail, and click the Select button. 9

10 This will provide all the details of what has gone through the account 10

11 Using the Header & QBE Line If you have a lot of records in the detail for an object account, you can use a Query by example line to narrow your search if you are looking for a particular amount or vendor. You would key in the sort criteria and then click on the Find button. It will return only data that matches your sort criteria. Operators for use in QBE > Greater than < Less than >= Greater than or equal to <= Less than or equal to! Not equal to * Wildcard character (asterisk sign) 11

12 Using the Header & QBE Line Example of searching for transactions greater than $1,

13 Using the Header & QBE Line Example of searching for a certain document type 13

14 Using the Header & QBE Line Example of searching for transactions of a vendor using the wildcard (*) character 14

15 Using the Header & QBE Line Results of search for vendor name beginning with letters WFS 15

16 To Exit a Screen How do I go back?? Click on Close X - do NOT use the X in right corner 16

17 Actuals and Commitments - double click on this option 17

18 Enter a business unit and click the Find button to display entries 18

19 To view details on a commitment select the account and then go to the menu item Row Open PO s 19

20 This screen will show you a list of the outstanding PO s for the account 20

21 The next item is Commitment Inquiry Detailed double click this menu item 21

22 Enter a purchase order number and click the Find button to view the details of the purchase order 22

23 The next item is the Account Balances by Month double click the menu item 23

24 Enter the Business unit and object account and then click Find to see a monthly summary of what has been charged 24

25 You are ready to logout of the system but you need to make sure all applications are closed 25

26 If you try to logout without closing the open application, the following message will appear. Click Cancel to return to the application. 26

27 Click the Refresh button on the List of Open Applications. If there is an open application, click on the name to bring up the screen again. 27

28 Click the Close (X) button to close out of this window. 28

29 When you return, you will need to click on the refresh key and then it should read There are currently no running applications. 29

30 Logging Off Click Logout from right side of the menu screen. (Do not just close your browser using the X ) 30

31 Application User Interface Menu Bar Note: This Menu Bar will vary depending on the form you are in. The Find button retrieves information and displays it in the grid (refreshes data) Once a Grid Row is checked use the Select button to drill into the Row detail (or double click) The Close button closes the active form or application 31

32 Application User Interface The Row Exit button gives you drill-down options for the selected row within the grid (this pulls data from the selected row to the next application) The Form Exit button allows you to jump to various associated applications (this does not carry over any selected data from the grid) 32

33 Visual Assist Keys Calendar - Find a date Flashlight - Search for specific items Field information (Help) 33

34 Visual Assist Keys Calendar Click in field that requires a date. Click Calendar button that appears at right. Choose appropriate year and month. Click correct date. Click OK. Note: The date will often default to current date if TAB through the field 34

35 Visual Assist Keys Flashlight Click in field that requires valid value. Click Flashlight button that appears at right. Choose valid value from list that appears, or perform search. Click OK. 35

36 Helpful Hints, Windows, etc. You may have to disable Pop-up Blockers on your desktop (if you see a gear running on your screen & nothing is happening) Some third-party toolbars (e.g. MSN search, etc.) offer a pop-up blocker. Simply click the button on the toolbar to deactivate. If the toolbar is not visible, go to View Toolbars and select the option with the pop-up feature on and then deactivate. Or, you may have to select Tools Internet Options, then choose the Advanced Tab, find an option that refers to a pop-up blocker and disable it. 36

37 Questions? 37

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