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CMS Finance Modules

Requisition Data Entry, Approval and Inquiry

Requisition Data Entry, Approval and Inquiry

Requisition Data Entry, Approval and Inquiry – Identified users are able to enter and/or approve requisitions in CMS. In addition, they have access to view inquiry screens that show the status of their requisitions.


Budget Transfer Data Entry, Approval and Inquiry

Budget Transfer Data Entry, Approval and Inquiry

Budget Transfer Data Entry, Approval and Inquiry – Identified users are able to enter budget transfers and/or approve them in CMS.  In addition, users may view inquiry screens that show the status of their budget transfers.


Commitment Data Entry

 

Commitment Data Entry – Users are able to monitor their funds before they are pre-encumbered, encumbered and/or expensed. They may allocate funds for specific purposes or set aside funds for future events.


Distributed Reports

 

Distributed Reports – allows users to access the following reports:

Encumbrances/Expenditure
1. Requisition/PO Summary
2. Requisition/PO Detail
3. Expenditure Summary
4. Expenditure Detail
Budget Transfer
5. Budget Allocation/Transfer
Commitment
6. Open Commitment

Security
7. By Employee
8. By Department

The following classes are offered through the Faculty/Staff portal Training tab under the CMS section Course Catalog:

  • Requisition Entry/Approval
  • Budget Transfer Entry/Approval
  • Commitment Entry
  • Finance Reports

For questions or concerns please contact cmsinfo@fullerton.edu.

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