From CUFS to Café Systems

Find the new equivalent to old CUFS screens. Access to specific components may be limited by departmental security clearances.

See also: New Forms

CUFS Screen Purpose

New
Process

 ...accessed by Related Training Related Documents

EXPA
EXPB
EXPC
APPR

 Overview of budgeted, encumbered, and expended amounts Reports in Cognos (GL001, GL005 GM045) and the Budget Status and Budget Overview inquiries in NUFinancials

NUPortal > Finance & Budgeting tab > Budget Details or Budget Overview

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

FMS722: NUFinancials Budget Searches

FMS114: Understanding Seminal Reports

FMS110: Cognos Canned Reporting

FMS722: Viewing Budget Performance Using Budget Overview PDF icon

FMS114: Using and Reconciling Seminal Reports pdf image
EXPD View budget detail for expenses and encumbrances Reports in Cognos (GL005, GL008 and GM045) and the Budget Status and Budget Overview inquiries in NUFinancials

NUPortal > Finance & Budgeting tab > Budget Details or Budget Overview

NUPortal > Login to Cognos > Project Café Reports > (paths vary by user)

FMS722: NUFinancials Budget Searches

FMS114: Understanding Seminal Reports

FMS110: Cognos Canned Reporting

FMS722 materials:

  1. Viewing Your Budget Using Budget Details PDF icon
  2. Viewing Budget Performance Using Budget Overview PDF icon
  3. Job Aid: Checking Balances for Designated Budgets PDF icon
  4. Job Aid: Search for Grant Data for an Activity Period PDF icon
  5. Job Aid: Search for Grant Data for Custom Date Range PDF icon

FMS114: Using and Reconciling Seminal Reports pdf image

FMS110: How to Access, Navigate and Run Reports

VENA Used to find vendor codes

Search for code during creation of NUFinancials Non-catalog requisition

Cognos report: Vendor Info Query

NUPortal > Login to NUFinancials > eProcurement > Create Requisition >
req2. Add Items and Services > Non-Catalog tab > Non-Catalog item > Vendor ID lookup button (lookup)

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

FMS803: Requester Basic Topics

FMS815:
Requester Advanced Topics

FMS830:
DPR & Online Forms

FMS110: Cognos Canned Reporting

FMS110: How to Access, Navigate and Run Reports pdf icon
VENB Used to find vendor info Besides a report listing all vendor codes, supply chain end users can search for vendors when creating a non-catalog requisition. Vendor address information is displayed.
This may not be the full vendor information CUFS users are expecting (e.g., no vendor rep names, no phone or fax numbers)

NUPortal > Login to NUFinancials > eProcurement > Create Requisition >
req 2. Add Items and Services > Non-Catalog tab > Non-Catalog item > Vendor ID lookup button (lookup)

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

FMS830:
DPR & Online Forms

FMS110: Cognos Canned Reporting

FMS110: How to Access, Navigate and Run Reports pdf icon
VDOC List all POs for that vendor In addition to a report, if end users choose requisition naming conventions that include a reference to vendor and they don't combine multiple vendors in a single requisition, they could use Manage Requisitions

NUPortal > Login to NUFinancials > Purchasing > Purchase Orders > Review PO Information > Purchase Orders

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

FMS815:
Requester Advanced Topics

FMS110: Cognos Canned Reporting

 FMS110: How to Access, Navigate and Run Reports pdf icon
SHIP Find ship to codes Besides a report that listing all ship to codes, supply chain end users can search for ship to codes when creating a requisition.

NUPortal > Login to NUFinancials > eProcurement > Create Requisition >
review3. Review and Submit (users must first enter line item information in
req 2. Add Items and Services in order to activate the Review and Submit page).

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

FMS803: Requester Basic Topics

FMS110: Cognos Canned Reporting

FMS110: How to Access, Navigate and Run Reports pdf icon
OBJT Find object codes and names Crosswalk, variety of reports in Cognos (GL005, GL008 and GM045) and the Budget Status and Budget Overview inquiries in NUFinancials

Chart of Accounts Crosswalk (object codes are now called account codes)

Via either portal - from the journal line area of a journal that you are creating, click on the magnifying glass next to the account code box and account codes appear

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

Using the COA Crosswalk: Transition Workshop


FMS711: Using the Journal Portal

FMS720: Creating Budget Journals

Job Aid: Chart of Accounts Crosswalk pdf icon

FMS711 Creating Journals Using the Actuals Portal
COM2 Used to find commodity codes and descriptions In addition to a report that would list all commodity codes (now called categories), supply chain end users can search for categories when creating a non-catalog requisition NUPortal > Login to NUFinancials > eProcurement > Create Requisition >
req 2. Add Items and Services > Non-Catalog tab > Non-Catalog item > Category lookup button (lookup)

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

FMS110: Cognos Canned Reporting

FMS110: How to Access, Navigate and Run Reports pdf icon
SUSF List all POs not approved or paid and enter new POs, apply approvals in CUFS

For supply chain end users, Manage Requisitions. Note that there is no equivalent to enter purchase orders.

To apply approvals in NUFinancials, Workflow Inbox

NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=Pending to find requisitions that haven't been approved.

NUPortal > Approval Inbox

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

 FMS803: Track Status of Requisitions (Requesters) PDF icon
OPPH Look at approved POs Manage Requisitions NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=Approved.

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

 FMS803: Track Status of Requisitions (Requesters) PDF icon
OPPL View accounting line info on approved PO Manage Requisitions NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=Approved > Click Requisition ID link > click Requisition Schedule and Distribution to see accounting line info.

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

 FMS803: Track Status of Requisitions (Requesters) PDF icon
OPPC Show commodity line info on approved PO Manage Requisitions NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=Approved > Click Requisition ID link > Click line item link to see Category (new term for Commodity).

FMS803: Requester Basic Topics

FMS815:
Requester Advanced Topics

 FMS803: Track Status of Requisitions (Requesters) PDF icon
OVIH View info on invoices Manage Requisitions NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=Complete > Expand section (click trianglebuddy) to view Request Lifespan > Click Payment link to view voucher & invoice data.

FMS803: Requester Basic Topics


FMS815: Requester Advanced Topics

FMS803: Track Status of Requisitions (Requesters) PDF icon

FMS815:
Job Aid: View Payments to Vendors & Non-employees PDF icon

RCGN Enter receivers Manage Requisitions NUPortal > Login to NUFinancials > eProcurement > Manage Requisitions > Search by Status=POs Dispatched > From Select Action drop-down, select Receive Order

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

 FMS803: Enter a PO Receipt for Non-Catalog Items & Services PDF icon
DHIS View history table of approved purchase orders   Same as OVIH

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

  
OCHT Shows vendor check info   Same as OVIH

FMS803: Requester Basic Topics

FMS815: Requester Advanced Topics

  
GDES and GSUM See all demographic info for grants accounts Award Profile and Project and Activity information Grants > Awards > Award Profile or Project or Project Activity FMS505: Managing Sponsored Projects FMS505: Overview of Grants Management View-Only Pages PDF icon
ORGN Find info on all accounts Such information will not be as "open" as in CUFS, the majority of user-facing reports will have RLS.  There are some search tables in NUFinancials that will allow users to see the names of chart string values (projectID, programID, etc), but will not provide additional information unless the person is authorized.

NUPortal > Login to Cognos > Project Café Reports > (paths vary for user)

Depending on the action performed, users can use the lookup button (lookup) to find information on various chart fields.

FMS111: Cognos Canned Reporting Class GL001 Cognos Report
REVA View all revenue info Crosswalk, variety of reports in Cognos (GL005, GL008) and the Budget Status and Budget Overview inquiries in NUFinancials

NUPortal > Finance & Budgeting tab > Budget Details or Budget Overview

FMS720: Creating Budget Journals

FMS114: Understanding Seminal Reports

 FMS720: Viewing Your Budget PDF icon

MPPC
MPPH
MPPL

 View PO modifications Purchase Order Inquiry in NUFinancials One can see changes to a PO at NUPortal > Login to NUFinancials > Purchasing > Purchase Orders > Review PO Information > Purchase Orders FMS815: Requester Advanced Topics