Financial Information Systems (FIS) Training

Financial Information System (FIS) training is available for those persons who require access to, or currently work in, FIS Banner and/or FIS Data Warehouse. The Computer-Based Training (CBT) course content and Blackboard test are required to obtain or retain access to the FIS Banner systems. Once the course has been completed the CBT content pages can be accessed at any time as a help guide for building FIS documents like Invoices and Journal Vouchers.

Training responsibilities for these systems are shared between Enterprise Computing and the OSU Business Affairs office, and links to the Business Affairs training sites and trainers can be found using the "Business Center Resources" link.

Please note that the first course in the series, Banner FIS, is a prerequisite for all subsequent FIS access trainings.

Course List

Banner FIS Training

Prerequisites

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This course is a web-delivered Computer Based Training (CBT) providing an overall look at the organizational and accounting structure at Oregon State University. It is designed to help the user gain an understanding of how OSU is organized within the OUS financial accounting system and how their unit fits into the big picture at OSU. In addition to organizational structure the course will cover fund accounting, FOAPAL accounting structure, Indexes, and an overview of the Fiscal Operations Manual.

Note: You must complete this CBT to receive FIS Banner General Query access. This CBT is also a prerequisite for the FIS Invoice, FIS JV, FIS PO, and FIS Reports classes.

FIS Invoices Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental Invoices. It includes an introduction to OSU policies and Banner forms related to creating Invoices, followed by demonstrations and practice. The forms demonstrated will consist of vendor query forms; FAAINVE used for creating Invoices; and query forms used to track Invoices.

Note: You must complete this workshop to receive FIS Invoice access

FIS Journal Voucher Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental JVs. It includes an introduction to OSU policies and Banner forms related to creating a Journal Voucher, followed by demonstrations and practice. The forms demonstrated will consist of supporting query forms and FGAJVCD used for creating Journal Vouchers.

Note: You must complete this workshop to receive FIS JV access.

FIS Purchase Order Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Computer-Based Training (CBT)

Note: Off-campus access to this content for OSU and affiliate users requires VPN software.

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the beginning Banner Finance Information System (FIS) user responsible for departmental Purchase Orders. It includes an introduction to OSU policies and Banner forms related to creating Purchase Orders, followed by demonstrations and practice. The forms demonstrated will consist of supporting query forms, and FPAPURR used for creating Purchase Orders.

Note: You must complete this workshop to receive FIS PO access.

Data Warehouse FIS I (Reports) Training

Prerequisites

  • You must have taken the Banner FIS course and be eligible for FIS Banner General Query access
  • You must have a completed and approved Request for Access form on file

Training Format

Workshop (90 minutes)

Registration

Register now at the OSU Professional Development website

Description

This is a workshop for the Banner Finance Information System (FIS) user who requires access to preformatted administrative financial reports. The presentation includes an introduction to generating reports in both AppWorx and the FIS Data Warehouse, followed by demonstrations and practice. The focus of the hands-on portion will consist of: an orientation of AppWorx and the FIS Data Warehouse model; an introduction to the FIS Administrative reports; and exporting data to other applications.

Note: You must complete this workshop to receive FIS Data Warehouse access.

Data Warehouse FIS II (Queries) Training

Prerequisites

  • You must have taken the Data Warehouse Basics course and be eligible for FIS Banner General Query access
  • You must have a working knowledge of Banner FIS and the Data Warehouse FIS.
  • You must have a completed and approved Request for Access form on file

Training Format

Workshop (90 minutes)

Registration

Register now at the OSU Professional Development website

Description

This workshop is part two for the Finance Information System (FIS) user who will develop ad-hoc queries and reports in the FIS Data Warehouse. The presentation includes FIS Data Warehouse model orientation, followed by demonstration and practice in using the model. The focus of the hands-on portion will consist of an introduction to the finance data through exploratory queries, query techniques, and query refinement for financial reporting.

Business Center Resources (Approvals, Grants, TRES)

There is online training for Business Center staff offered by departments within Business Affairs. The FIS TRES, Grants, and Invoice & JV Approval courses have been included in this group. If you have questions about the availability of these courses, the contact information is:

  • FIS TRES (offered by Financial Accounting and Analysis) - Stephanie Smith 541-737-1825
  • FIS Grants (offered by Office of Post Award Administration) - Mark Bierly 541-737-2842
  • FIS Approvals (offered by Financial Accounting and Analysis) - Rae Lee Aguilar 541-737-0635

Information on all Business Center training can be found on the Business Center Resources Training page by navigating down to the group responsible for the training (indicated within the parentheses above).