Finance
BOOST, short for Building on Opportunities for Streamlined Technology, is F&M's Enterprise Resource Planning (ERP) Project that launched in January 2012 to upgrade software systems managing student and academic information, human resources, finances and admission.
The finance module went live July 2012, giving the College a more flexible accounting structure. Training and documentation for employees with purchase order access and employees with budget view access is provided below.
Budget Query Training and Documentation
Target audience: All current users with budget oversight responsibilities requiring budget query access and/or reporting capabilities.
Budget Query Training Sessions
Training overview/description: The primary goal of this training session is to provide employees with budget oversight and management responsibilities, detailed hand-on experience (laptops will be available) of the new reporting capabilities and processes within Banner taking effect as of 7/1/12.
Session length: Approximately 1 hour
Additional comments/notes: Future training sessions will continue to be offered regularly after implementation. Participation in a general account structure overview session or review of on-line materials prior to this session would be beneficial as well.
Register for Budget Query Training
Budget Query Training Powerpoint
Budget Query Online Training Tutorial
Budget Query Documentation
Purchasing and Requisition Training and Documentation
Target audience: All current users who actively have purchase order responsibilities – i.e. recently have generated purchase orders within the system.
Purchasing and Requisition Training Sessions
Training overview/description: The primary goal of this training session is to provide employees with purchasing responsibilities, detailed hand-on experience (laptops will be available) of the new purchasing processes within Banner taking effect as of 7/1/12. The session will cover budget reporting and oversight capabilities within Banner as well.
Session length: Approximately 3 hrs
Additional comments/notes: Future training sessions will continue to be offered regularly after implementation. Participation in a general account structure overview session or review of on-line materials prior to this session would be beneficial as well.
Purchasing and Requisition Online Training Tutorials
Purchasing and Requisition Documentation
Chart of Accounts
A new Chart of Accounts has been developed to facilitate improved reporting capabilities and reflect our organizational structure. This new structure means that users will need to learn new account numbers in order to correctly code financial transactions. A web-based tool has been developed to assist users with this transition: the "Chart of Accounts Crosswalk" allows users to enter the old account numbers and find the corresponding new account numbers.
Appendix A - Object Code (Old) to Account Code (New) table
