Financials (FI) and Materials Management (MM) Courses for End-users
This course is intended to give participants an understanding of the Requisitioning Approval process through the introduction of related terms and concepts. If your sole function in the system is an Approver, this is the only course you are required to take. This course will also provide demonstrations and practice of the required activities in the Requisitioning Approval process. Objectives covered:
- Use SAP Workflow to review requisitions requiring approval
- Release Requisitions
- Reject Requisitions
- Reporting on Purchase Orders and Requisitions
Note: UK_100 and FI_200 are prerequisites for APP_310.
This course covers the purpose and method used for reporting faculty effort at the University of Kentucky in FES Client. The Distribution of Effort (DOE) form is the method utilized,
and in this course users will learn how to complete both the detailed effort and payroll distribution sections of the DOE. DOE processing also includes generating a matrix, performing an
AVC check, printing the DOE form, and obtaining the necessary approvals. Instructions on inserting new DOE versions and viewing a DOE in IRIS will be covered, as well as information
on using the functionality of the Prealert and Track Processing modules of FES client.
Note: UK_100 is the prerequisite for FI_FES_315. Having foreknowledge of basic IRIS Human Resources and Finanace functions and terminology would also be very beneficial, but is not required.
This course is intended to give the participants an understanding of the tools available for analyzing Grant Management Data through the introduction of related terms and concepts. The participants for this course are those employees across campus who are required to display detailed grant information. This course will provide demonstrations and practice of the required activities in the following:
- Master Data
- Budgets for Grants
Note: UK_100 is a prerequisite for FI_GM_310.
This course is designed for business officials who need to look at reporting and answer specific questions regarding grants for which they have day-to-day management responsibility.
Note: UK_100 and FI_GM_310 are prerequisites for FI_GM_315.
Instruction on posting cost sharing through HR and FI. Cost sharing report variants and settings will be shared along with tips on finding cost sharing balance.
This course is intended to give the General User a solid understanding of creating and parking general ledger account documents (JVs). The following topics will be covered through demonstrations and hands-on practice:
- General ledger document creation
- Parking GL documents
- Displaying parked and posted GL documents
- Changing a FI document
- Parking a GL document from an Excel spreadsheet
Note: UK_100 and FI_200 are prerequisites for FI_GU_310.
This course is intended to give the General User a solid understanding of using statistical internal orders to enhance internal reporting. The following topics will be covered through demonstrations and hands-on practice:
- Statistical internal order concepts and application
- Internal order lifecycle process
- Purpose of statistical internal orders
- Using IOs in journal entries and requisitions
- Executing IO reports
Note: UK_100 and FI_200 are prerequisites for FI_GU_320.
This course will provide information about editing procurement card purchases in IRIS.
Note: This course does not cover cardholder responsibility, ordering procedures, documentation requirements or types of purchases allowed and no cards are distributed. These items are discussed in a separate "Cardholder Training" course taught through the Controller's Office. Times and dates for this separate course will be set by the Procurement Card Program Administrator who will initiate contact with the card applicant.
Note: UK_100 and FI_200 are prerequisites for FI_PC_300.
This course is intended to give the participants an understanding of daily inventory management functions, along with an overview of inventory processes and material master records. Various movement types will be discussed:
- Consumption to cost centers
- Goods issue for consignment
- Transfer from SLOC to SLOC
- Daily replenishment
Other subjects covered include daily inventory cycle counts, the updating of material quantities, supplies received from vendors, and the maintenance of emergency supply carts.
This is an advanced course designed for users who have already taken REQ_300 and/or REC_320. The information offered in this course gives users the opportunity to take their requisition and receiving skills to the next level.
Areas to be covered in this course include:
- Attaching a quote to a Requisition
- Status of a Requisition
- Vendor Address Types on a Requisition
- Deferred Budget Requisitions
- Shipping and Handling Fees on a Purchase Order
- Encumbrances on a Purchase Order
- Vendor Payment and Check Information
- Year end Reporting
- Open PO Reporting
- Detailed Workflow Information
Purchase Order Status:
Note: UK_100, and either REQ_300, APP_310, or REC_320 are prerequisites for PUR_330.
This course is intended to give the participant an understanding of the Receiving process through the introduction of related terms and concepts. The course provides instructions for processing a goods receipt and cancelling a good receipt. Participants will have hands-on proactice in executing the various transactions covered in this course.
Note: UK_100 is a prerequisite for REC_320.
This course is intended to give participants an understanding of the Requisitioning process through the introduction of related terms and concepts. This course will also provide demonstrations and practice of the required activities in the Requisitioning process.
- IRIS terminology
- Basic functions of the UK procurement process
- Organizational elements and Master Data
- Maintain Requisitions
- Workflow concepts
- Reporting on purchase orders
Note: UK_100 is a prerequisite for REQ_300.