FAMIS TRAINING

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FAMIS TRAINING

• The Basics

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Basic FAMIS Training(Logging on off, basic
screens.)

• Before beginning this training you must request
  your user id and password from Business Services.
• To get your user id and password, access the
  Business Services page on the Tarleton website
  and scroll down to the bottom of the page and
  click on the FORMS link.
• Print a FAMIS Access Request Form. Complete it,
  get it approved by your department head/account
  holder, and send it to Business Services for
  processing.
• Once you receive your user id and password you
  can start the basic FAMIS training.

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Logging on to FAMIS

• Open the TAMU Net System using one of
• the following methods
• If there is no icon set up, from the Start menu
  on your screen, select Programs, then select
  TAMU.
• If you have an icon set up for the FAMIS System,
  it will be designated as QWS3270. Double click on
  the icon to open.

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On this Screen, Where the cursor is Blinking
Type TPX and then hit ENTER.
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You have been given a temporary password. The
first time you use FAMIS, you will need to change
your password.

• USERID Enter the USER ID assigned to you.
• Hit the TAB key.
• PASSWORD Enter the temporary password assigned
  to you.
• Hit the TAB key.
• NEW PASSWORD Enter a new Password using 5 to 7
  alpha-numeric characters.
• Hit ENTER

• You will be asked to re-enter your password,
  enter your NEW PASSWORD again and hit ENTER.

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Once you get to this screen, where the cursor is
blinking Hit ENTER
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NOTE If FAMIS option is highlighted a different
color than the other options, you must inactivate
the option. Type an I in the blank next to
FAMIS option, press ENTER and then select F2.

• Once you get to this screen, where the cursor is
  blinking Type F2 and hit ENTER or hit the F2 key
  on your keyboard (see note below)

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IMPORTANTDO NOT type anything on the New
Password line unless you want to change your
password.

• Once you get to this screen, where the cursor is
  blinking
• USERID Type your user ID and hit the TAB key
• PASSWORD Type your password (the new password
  you selected in the previous step) and
  press ENTER

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NOTEIf you forget to clear the screen before
typing FAMI, you may get a transaction is
unrecognized message. If you get this message,
clear the screen, retype FAMI and then press
ENTER.

• Once you get to this Screen
• Click on the clear button on your screen
• Then type FAMI and hit ENTER

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For first time users, you will see a screen for
FAMIS security requesting you to read and accept
the Statement of Responsibility.
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To proceed you must enter a Y to accept the
agreement. If you do not enter a Y you will not
be allowed to continue.
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• On this screen you need to provide or update the
  appropriate information.

• Enter your legal name.
• Hit the TAB key.
• Enter your business phone number.
• Hit the TAB key.
• Enter your email address (optional).
• Hit the TAB Key
• Enter your office name and T-Box number.
• Then hit ENTER.
• (you may have to hit Enter again)
• On the next screen hit ENTER.

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You are now at the Main Menu

• You can access any screen by entering the screen
  number in the Screen field.
• Start with screen 18. Type 18 in the Screen field
  and hit ENTER.

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Screen 18 Shows Balance Sheet(This screen can
only be used for local accounts. You have to add
a zero to the beginning of your account number
and delete the zero at the end of your account
number when you type it in)

• On screen 18, negative sign indicates a credit
  balance and no sign indicates a debit balance.
  Fund Balance should be a credit balance (with a
  negative sign) if the account is not in deficit.

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Screen 18continued

• An account may have multiple screens. Hit ENTER
  to move thru screens.
• Check any encumbrances. Available Fund Fund
  Bal. - Encumbrances

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Screen 18

• Only local account balances can be viewed on
  screen 18
• Negative signs are used to distinguish CREDIT
  balances from DEBIT balances.
• Cash on Hand and Accounts Receivable (assets)
  should normally be debit balances.
• Accounts Payable and Fund Balances (liabilities
  and equity) should normally be credit balances.
• Fiscal Year and Month fields can be changed to
  review account balance history.

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Screen 19This screen can be used for state and
local accounts. Type 19 in the Screen field and
account number in the Account field)

• An account may have multiple screens. Hit
  ENTER to move thru screens.

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Screen 19continued
Fiscal Year and Month fields can be changed to
review other periods.
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Screen 19continued
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Screen 19continued
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Screen 19continued
Hit F11 to display cents and a column for
current month activity (CM Actual).
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Screen 19continued

• Use of F10 takes you back to initial screen
  format.

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Screen 18 19 Balances

• Screen 18 provides a snapshot of the actual
  financial position of an account at any given
  time. Budgetary transactions do not effect the
  Fund Balance on screen 18.
• Screen 19 shows the year to-date fiscal activity
  in an account. The Available balance shown on
  screen 19 is the remaining available budget
  balance.
• REVENUE A positive available balance shows the
  amount by which the actual revenue has exceeded
  the budgetary target for the year. A negative
  available balance shows the amount by which the
  actual revenue is short of the budgetary target
  for the year.
• EXPENSES A positive available balance shows the
  remaining available budget for the year, i.e.,
  how much more can be spent without going over the
  budget. A negative available balance shows the
  amount by which the expenses and remaining
  encumbrances have already exceeded the budget.

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Screen 21Shows open commitments for a particular
account

• Use of F11 changes the detail that is
  shown.
• Use of F10 takes you back to initial
  screen.

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Screen 23Shows every transaction for the year

• Charges to account (debits) are shown without any
  sign.
• Additions to the account (credits) are shown with
  negative sign.
• Selection can be narrowed by entering a sub-code
  (Sbcd) next to the account number in the Account
  field.
• Ignore columns other than Sbcd, Ref 2, Date,
  Description, and Amount.

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Screen 46Shows all transactions for a specific
month

• Be sure the Month field has the number you are
  inquiring about.

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Screen 882Used to change all screen searches to
a particular year
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Screen 224

• Type in your PO
• Allows you to look at how each line item of your
  purchase order is set up to pay.
• Things to note Quantity, unit price, and
  extended price

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Screen 278

• This screen allows you to see the purchase order
  line items

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Screen 278 F5

• By hitting F5 on screen 278 you are able to see
  the invoices that have been paid on a particular
  purchase order.

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Screen 220

• This screen allows you to see who your buyer is
  in Purchasing.
• It also allows you to review the freight terms on
  your purchase order.

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Screen 220

• This screen allows you to review the dates your
  goods were received in Central Receiving.

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Screen 26
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ATTENTION!

• Effective Sept. 1, 2004
• You will no longer be receiving paper copies of
  the voucher info, therefore you will need to use
  the following process

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Go to Screen 46

• Find your Voucher number.
• Write that number down.
• Use that number in either of the following two
  screens.

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Screen 168

• Type in the Voucher (ex. 4028261)
• This screen give you detail on the Voucher.
• What for?
• Who too?
• If paid?

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Screen 169

• This screen you can use if you need extra
  information not included on screen 168.

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How to Log Out of FAMIS

• Type SO in the Screen field of any screen you
  are on.
• Then Press ENTER

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When this Screen Appears

• Click on the clear button on your computer
  screen.
• Type LOGOFF and then press ENTER

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Once you get to this screen

• Type /K on the command line of this screen.
• Press ENTER
• Log off is complete.

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Thank you for your participation in our
introductory FAMIS training.

• If you have any further questions please contact
  us at
• DeAnna Powell 9431
• Joyce Goodman 9615
• Naseer Bajwa - 9379