BRIGHAM YOUNG UNIVERSITY

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BRIGHAM YOUNG UNIVERSITY

• Financial System
• Information Access

• Doug Belliston
• Controllers Group Presentation
• September 26, 2001
• On FS Web page at http//finserve.byu.edu/FinServ
  .cfm , Archives Tab

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Financial SystemInformation Access

• Web Financials will not be fully delivered due to
  scarce programming resources
• Transaction and balance query will not be
  completed
• Reporting strategy
• Intermediate help is needed
• Our Dilemma and Strategic Direction

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Financial SystemInformation Access

• Approval to allow access to PeopleSoft
• database to each college and division
• Rollout plan
• Financial Solutions Group will arrange
• Request through Keith Grover (8-6627)
• Trying to reach all areas before all people
• Requires help from your CSR

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Financial SystemInformation Access

• Access carries responsibility
• Confidentiality of data
• Non-disclosure agreement
• Use only for job requirements
• Cannot delegate access rights to others

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Financial SystemInformation Access

• Queries Available
• GL balances
• GL transactions
• PO and payment status
• Chartfield information

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Financial SystemInformation Access

• Some recommended query names
• Ldgr-Fund Org_Range
• Jrnl-Org_Range
• CF-Org_Range
• CF-Speed Type-All Orgs (1-2 minutes to run)
• CF_Source
• AP PO_Vchr
• AP Vchr_Invoice_Chk

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Financial SystemInformation Access

• Other Tools
• Available through FS Web Page (http//finserve.byu
  .edu/FinServ.cfm, Reporting tab)
• College/Division Summaries
• Some Examples
• Web Financials
• Folio
• Imaging

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Financial SystemInformation Access

• Summary
• Financial info delivery will not happen via Web
  Financials as planned
• Campus controllers will be given system access
  via query and Folio
• Web Financials, nVision reports will continue
• Strategic direction to be discussed in next
  presentation