FAMIS Purchasing Implementation Research

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FAMIS Purchasing Implementation Research
Extension Centerswebsite http//agfiscal.tamu.e
du/email FAMISHelp-Ag_at_ag.tamu.eduphone
979/862-2245fax [phone]
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WHEN WHERE ? ? ?April 26th April 30th
Begin 100 p.m. MondayAdjourn Noon
FridayCenteq Training Lab, 2nd FloorRoom 212
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Prior to TrainingFAMIS Purchasing
Overviewhttp//agfiscal.tamu.edu/FAMIS/default.h
tmUsername last name Password FAMIS ID
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(No Transcript)
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Prior to Training

• Confirm FAMIS access for all users (AG701)
• Plan a cutoff date for bookkeeping purchase
  voucher entry

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FAMIS Purchasing Implementation

• Finalize routing paths (AG702)
• Using depts sub departments
• Using support accounts
• Reconciliation tools
• Unit reference scheme

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ROUTING PATHS

• Electronic path in which documents are sent
  automatically when documents are closed and
  routed by a unit.
• Documents can take different paths
• amount determined or
• document type determined

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ROUTING PATHS

• Creator desk Requires a minimum of two people
• Signer desk Recommend a minimum of two people.
  A primary signer and a substitute.

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ROUTING PATHS

• FAMIS Electronic Office Request (AG702) due to
  HELP desk
• Due no later than 500 p.m. Friday, April 16,
  2004
• Fax a copy by deadline above bring original
  with unit head signatures to class

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ROUTING QUESTIONS
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FAMIS Sub Departments

• Defines level at which account information is
  accessed by unit staff/faculty and/or
• Provides ability for participation in the
  purchasing cycle
• Research / Extension structure

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FAMIS sub departmentsexample structure TAES units
AM001
AMAR
AM002
AM003
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FAMIS sub departmentsexample structure TCE units
40005
PLPM
40008
40010
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SUB DEPARTMENT QUESTIONS
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FAMIS Support Accounts

• Defines further level at which an account is sub
  divided (replaces the location coleader on bkpg)
• Research / Extension structure

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FAMIS support accountexample structure TAES units
10100
123000
10101
10102
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FAMIS support accountexample structure TCE units
24100
117103
24200
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SUPPORT ACCOUNT QUESTIONS
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Reconciliation Tools

• Quicken / QuickBooks
• Excel
• Other

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Quicken / Quickbooks

• Software made to assist with reconciliations
• Lots of reporting capabilities
• Easier to read

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Excel

• Spreadsheet application
• Not as flexible in reporting capabilities

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RECONCILIATION QUESTIONS
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Unit Reference Scheme

• A tracking mechanism that can be used by the unit
  to assist with inquiry in FAMIS
• Seven digit maximum alpha, numeric, or
  combination of both
• Think about scheme..

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New F500 EPA Module

• Test phase at present time
• Web based program interfaces with the current
  payroll system (BPP) and FAMIS
• Coming this fall..Implementation schedule to be
  determined

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What do I bring to the training?

• Suggested Items
• 3 ring notebook
• highlighters / pens
• Extra bookkeeping purchase vouchers
• Copiers on state contract
• Items to work on Friday in lab

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FAMIS Purchasing Implementation Research
Extension Centerswebsite http//agfiscal.tamu.e
du/email FAMISHelp-Ag_at_ag.tamu.eduphone
979/862-2245fax [phone]