Updated April 8, 2015
Workshop Description:
This GL Experience provides an opportunity for hands-on learning. These two-hour sessions allow participants to use the budget and fund transfer tools within the training environment. New users will be able to:
- View the Financials system pages
- Complete entry fields
- Use the look up feature
- Identify the fields with default values
- Become familiar with the navigational features
- Practice, practice, practice
Prerequisites:
Prerequisite courses are identified by role in the chart below:
Workshop Length:
2 hour monitored workshop in a computer lab for hands-on practice.
Audience:
This course is required for all personnel who have, or are requesting, access for the BUD_Transfer role in the Financials system. It is recommended for anyone requesting Transfer_Approver 1 or Transfer_Approver 2.
Requirements |
BUD_Transfer |
Transfer_Approver 1 &2 |
GL 1 Accounting Basics |
Required |
Required |
GL 2A Journal Entry Initiator |
Required |
Required |
GL 4 Approver |
Recommended |
Required |
GL 5 Inquiry & Timesavers |
Recommended |
Recommended |
eReports |
Recommended |
Recommended |
GL 7A Fund Accounting |
Required |
Required |
GL 7B Budget and Fund Transfer |
Required |
Required |
General Ledger Experience |
Required |
Recommended |
Accounting at OSU |
Recommended |
Recommended |
Using GL Reports |
Recommended |
Recommended |
System Access Request Form |
Required |
Required |