Unit 3: Fiscal Officer/ Delegate Inquiry & Reporting

Unit 3 is a series of educational tutorials available for those with Fiscal Officer/ Delegate responsibilities within AIS. This site will continue to be a work in progress through March 2007. Please check back often, as new tutorials will be added several times a week.

A Practice/ Training database (TRNT) is provided for your convenience. Access it using the Related Link on the right. User names and passwords you will need to access TRNT are provided on the eLearning web-site via the link "User Names & Passwords".

New Users:

These eLearning Tutorials will help you become familiar with the Fiscal Officer/ Delegate Inquiry & Reporting function. If you would like additional help, contact your campus coordinator to set up a time and location.

Existing Users:

These eLearning tutorials will acquaint you with 11i. The tutorials are the only 11i education necessary, unless you would like additional help. If you would like additional help, contact your campus coordinator to find out the schedule for your campus.

Tutorials may be repeated as often as necessary.  At the end of each tutorial there is a link to a  “Printable Version” of the information.

Begin by clicking on the link: Introduction & Sign On. After completing the introduction, click on the Module 3: Account Inquiry link and then each of the Learning Cycle links within the Module. There are five Modules in the Fiscal Officer/ Delegate Inquiry & Reporting Unit. View the tutorials as they become available.  They may be repeated as often as necessary.  At the end of each tutorial there is a link to a  “Printable Version” of the information. Additional Modules/ Learning Cycles will be added on a frequent basis. Please check back on a regular basis.

Note: Learning Cycles that are listed as being on hold may not be developed. We are waiting for feedback prior to making a final decision on whether to develop these Learning Cycles.

Module 1: Supplier Inquiry Overview

• Learning Cycle 1: Find Supplier Information
• Learning Cycle 2: Identifying Inactive Suppliers & Additional Search Techniques
• Learning Cycle 3: Special Searches

 

Module 2: Invoice Overview & Invoice Inquiry

• Learning Cycle 1: Invoice Overview
• Learning Cycle 2: Retrieving Payment Information for an Invoice(On Hold )
• Learning Cycle 3: Invoice Inquiry
• Learning Cycle 4: Paying Multiple Invoices on One Check (On Hold)

Module 3: Account Inquiry Overview

• Learning Cycle 1: Cash Balance Inquiry
• Learning Cycle 2: Cash Revenue Inquiry
• Learning Cycle 3: Expenditures Inquiry
• Learning Cycle 4: Exporting Data to a Spreadsheet

 

Module 4: Funds Inquiry Overview

• Learning Cycle 1: Funds Available Inquiry

 

Module 5: Reporting Overview

• Learning Cycle 1: Fiscal Officer Reporting - Custom Reports
• Learning Cycle 2: Fiscal Officer Reporting - Oracle Standard Reports
• Appendix A: SIU Custom GL Reports

Glossary

 

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