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Entire Connection and Canopy Cross-Reference

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FRS-Accounts

FAMIS Using Entire Connection

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Account Balance by Subcode

  • Screen FRS-18, GL 6-Digit Account List
    (banks and GLs by account controls)
  • Screen FRS-19, SL 6-Digit List with Category Totals
    (SLs by budget pool and object code)
  • Screen FRS-69, SA 11-Digit List with Category Totals
    (SAs by budget pool and object code)
    • Press PF8 to download
    • Press PF9 to print (Screen 18 only)
      No CANOPY option for PDF

Account Balance by Subcode

  • FRS/Account/Summary
    (Banks, GLs, SLs  and SAs)
    • Choose SL display option: summary by Obj Code (default option)
    • Options:
      • Change thru month
      • Change year type
        • FY – fiscal year (default)
        • PY – project year
        • IN – inception to date
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the account number and any filters are entered and the Search button is clicked.

Account Search

  • Screen FRS-29, Account Search
    (banks, GLs and SLs)
  • Screen FRS-68, Support Account Search
    (SLs and SAs)
  • Press PF9 to download

Account Search

  • FRS/Account/Search
    (Banks, GLs, SLs  and SAs)
    • Search by:
      • Department/subdepartment
      • Title
      • Responsible person
    • Options:
      • Display support accounts (default = N)
      • Display deleted accounts (default = N)
      • Display SRS accounts (default = Y)
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Search button is clicked.

FRS-Transactions

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Account Statement

  • Screen FRS-49, Detail Account Statement For A Month
    (SLs)
  • Screen FRS-79, SA Detail Account Statement For A Month
    (SAs)
    • Transactions are summarized by Ref 4
    • Options:
      • Change reference number displayed
      • Change to display revenue or expenses (default)
      • Change to display bank instead of offset account
    • Press PF9 to Print

Account Statement

  • FRS/Account/Report
    (GLs, SLs  and SAs)
    • Search by:
      • Department/subdepartment
      • Title
      • Responsible person
    • Options:
      • Display support accounts (default = N)
      • Display deleted accounts (default = N)
      • Display SRS accounts (default = Y)
    • Can only view other FY by changing the overall FY at the top
    • Printed report is available by clicking the PDF icon displayed on right side of the screen. If the user utilizes the saved account lists, the icon will display at the top of the list and on each individual account list.  If the account search function is used, the icon will not display until any of the filters are entered and the Search button is clicked
    • *Additional functionality*
      Download to Excel is available by clicking the download icon displayed on right side of the screen. If the user utilizes the saved account lists, the icon will display at the top of the list and on each individual account list. If the account search function is used, the icon will not display until any of the filters are entered and the Search button is clicked

Account Transactions

  • Screen FRS-23, Transaction Inquiry by Account
    (Banks, GLs and SLs)
  • Screen FRS-46, Transactions for a Month by Reference Number 2 or 4 (Banks, GLs and SLs)
  • Screen FRS-47, Transaction Inquiry on Reference 2 or 4
    (Banks, GLs and SLs)
  • Screen FRS-48, Transaction Inquiry by Account/Subcode/Month
    (Banks, GLs and SLs)
  • Screen FRS-63, Transaction Inquiry by Account
    (SAs)
    • Sorted by subcode and then date (cannot be changed)
    • Options:
      • Change reference number displayed
      • Change to display indirect transactions
      • Change to display bank instead of offset account
      • Can only view other FY by changing FY on screen 882
    • Press PF9 to download

Account Transactions

  • FRS/Account/Transactions
    (Banks, GLs, SLs  and SAs)
    • Sort is by date, then Ref2
      (clicking on any column will change sort)
    • Change beginning month to September to be Fiscal Year to Date
    • Can filter on these fields by entering all or part of:
      • Subcode
      • Transaction code
      • Reference2
      • Reference4
      • Change to display indirect transactions
    • Can only view other FY by changing the overall FY at the top
    • Download to Excel is available by clicking the download icon that is displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked.

Inquiry by Subcode (Detail)

  • Screen FRS-81, Detail Transaction by Subcode
    (GLs, SLs and SAs)
    • Sort is by subcode and then date (cannot be changed)
    • Options:
      • Choose SL/SA/GL
      • Choose FY to search
      • Can specify from and to accounts
      • Can specify through month
      • Can specify dept/subdept
      • Displays Ref 2 but can be changed
      • Change to display bank instead of offset account
    • Press PF9 to download

Inquiry by Subcode (Detail)

  • FRS/Account/Subcode Search
    (GLs, SLs  and SAs)
    Click on Transactions on each account
    • Sort is by date, then Ref2 (clicking on any column will change sort)
    • Change beginning month to September to be fiscal year to date
    • Can filter on these fields by entering all or part of:
      • Subcode
      • Transaction code
      • Reference2
      • Reference4
      • Change to display indirect transactions
    • Can only view other FY by changing the overall FY at the top
  • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the account number and any filters are entered and the Search button is clicked.

Inquiry by Subcode (Summary)

  • Screen FRS-80, Inquiry by Subcode
    (Banks, GLs, SLs and SAs)
    • Sort is by account
      (cannot be changed)
    • Options:
      • Choose SL/SA/GL/BK
      • Choose FY to search
      • Can specify from and to accounts
      • Can specify through month
      • Can specify dept/subdept
      • Can specify Year type
        • FY – fiscal year (default)
        • IN – inception to date
      • Can choose to suppress (default) or display zero balances
  • Press PF9 to download

Inquiry by Subcode (Summary)

  • FRS/Account/Subcode Search
    (Banks, GLs, SLs  and SAs)
    • Sort is by account (clicking on any column will change sort)
    • Change beginning month to September to be Fiscal Year to Date
    • Can filter on these fields:
      • From account
      • To account
      • Through month
    • Can only view other FY by changing the overall FY at the top
    • Can only view other FY by changing the overall FY at the top
  • Download to Excel is available by clicking the download icon displayed on right side of the screen.  The icon will not display until the account number and any filters are entered and the ‘Search’ button is clicked.

FRS-Budgets

FAMIS Using Entire Connection

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Budget Report

  • Screen FRS-589, SL (6-Digit) New Budget Entry
  • Screen FRS-599, SA (11-Digit) New Budget Entry
    • Enter account number and version
    • Select Budget Version Approval Type
    • Press PF9 to print

Budget Report

  • FRS/Budget/Budget Report
    • Enter either 6- or 11-digit account number
    • Click the Refresh Versions button to ensure all version are displayed
      • Select the version desired
    • To generate a PDF copy of the document, select PDF icon on the far right

FRS-Purchase Orders

FAMIS Using Entire Connection

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Document Inquiry

  • Screen FRS-278, Document Inquiry
    • Enter document number
    • Press PF9 to print

Document Inquiry

  • FRS/ Purch Documents/Purch Doc Header
    • Enter document number
    • To generate a PDF copy of the document, select PDF icon
      OR
    • To print a copy, select ‘Control+P’ to bring up printer control box
      • All browser information has been stripped to only print the PO information

Document Inquiry-Line Items w/Paid Amounts

  • Screen FRS-276, Document Inquiry-Line Items w/Paid Amounts
    • Enter document number
    • Press PF9 to print

Document Inquiry-Line Items w/Paid Amounts

  • FRS/Purch Documents/Purch Doc Header
    • Enter document number
    • Paid amounts are included in the Document Line Items section
    • To generate a PDF copy of the document, select PDF icon
      OR
    • To print a copy, select ‘Control+P’ to bring up printer control box
      • All browser information has been stripped to only print the PO information

FRS-Tables

FAMIS Using Entire Connection

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GL Account Controls

  • Screen FRS-805, Maintain GL Account Control Descriptions
    • Press PF9 to download all account controls

GL Account Controls

  • FRS/Tables/GL Account Controls
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If no value is entered into the search field, the download will contain all account controls for that member
      • If a value is entered into the search field, the download will start from that point

SL Object Codes

  • Screen FRS-806, Maintain SL Subcode Descriptions
    • Press PF9 to download all account controls

SL Object Codes

  • FRS/Tables/SL Account Controls
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If no value is entered into the search field, the download will contain all account controls for that member
      • If a value is entered into the search field, the download will start from that point

Department Table

  • Screen FRS-860, Department Table Maintenance
    • Can search by department code (ID) or department name
    • Enter or select a valid department code from the search
    • Press PF9 to download all department codes for a member

Department Table

  • FRS/Tables/Departments Table
    • Can search by department code (ID) or department name
    • Can filter by:
      • FFX
      • FRS
      • Expired
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If search field and filters are not used, all department codes for a member will be downloaded
      • Otherwise, download will be based on search values and filters

FRS-Vendors

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Vendors Held by Agency

  • Screen FRS-175, Vendors Held by Agency
    • Press PF9 to download all vendors placed on hold by the specific member

Vendors Held by Agency

  • FRS/ Vendors/Vendors Held By Agency
    • Screen display is limited to 500 records, but download will display all
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the Search All Vendors Held button is clicked
      • If a value is entered into the search field, the download will start from that point

FRS-Batches

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Batch Header List

  • Screen FRS-24, Financial Accounting Session/Batch Header List
  • Screen FRS-124, Accounts Payable Batch Header List
  • Screen FRS-624, Accounts Receivable Batch Header List
    • No download available

Batch Header List

  • FRS/Batch/Batch Search
    • Select Batch type from dropdown list
    • After Batch Ref is entered and the search button is clicked, a list of valid batch headers is displayed.
      • Can specify date to display a starting point or specific batch
      • Click on Transactions to advance to transactions in a batch
    • *Additional Functionality*
      Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Batch Transactions

  • Screen FRS-27, Financial Accounting Transaction Inquiry by Batch
  • Screen FRS-127, Accounts Payable Transaction Inquiry by Batch
  • Screen FRS-627, Accounts Receivable Transaction Inquiry by Batch
    • Press PF9 to download

Batch Transactions

  • FRS/Batch/Batch Transactions
    • Can be accessed through the Batch Search function or if batch reference and date are known, they can be entered directly
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

FFX-Searches

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Asset Search by Dept and Class

  • Screen FFX-532, Asset Search by Dept and Class
    • Dept/Sub-Dept and class code are required
    • Status defaults to Approved, but may be changed
    • Additional filters include Asset number and SRS flag
    • Press PF9 to download

Asset Search by Dept and Class

  • FFX/Search/Asset Search
    • Dept/Sub-Dept is required
      • Can choose all sub-departments
    • Status defaults to Approved, but may be changed
    • Additional filters include Class, Asset Number, Fiscal Year and SRS flag
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Search button is clicked

Asset Search by Department

  • Screen FFX-534, Asset Search by Department
    • Dept/Sub-Dept are required
    • Status defaults to Approved, but may be changed
    • Additional filters include Asset number and SRS flag
    • Press PF9 to download

Asset Search by Department

  • FFX/Search/Asset Search
    • Dept/Sub-Dept is required
      • Can choose all sub-departments
    • Status defaults to Approved, but may be changed
    • Additional filters include Class, Asset Number, Fiscal Year and SRS flag
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Search button is clicked

Asset Search by Attribute

  • Screen FFX-537, Asset Search by Attribute
    • Search value can be:
      • L      License Plate
      • P      Sponsor
      • N     Manufacturer
      • M    Model Number
      • U     UIN
      • G     User Group
    • Status defaults to Approved, but may be changed
    • Press PF9 to download

Asset Search by Attribute

  • FFX/Search/Sequence Search
    • Search value can be:
      • Tag Number (not in 3270)
      • UIN
      • Serial Number (not in 3270)
      • License Plate
      • Group Code
      • Manufacturer
      • Model Number
      • Related Asset (not in 3270)
      • Sponsor
    • Status defaults to Approved, but may be changed
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Search button is clicked

Sequence Search

  • Screen FFX-547, Sequence Search by Purchase Account
    • 6-digit, 11-digit or 15-digit account is required
    • Status defaults to Approved, but may be changed
    • Can also filter on the SRS flag
    • Press PF9 to download

Sequence Search

  • FFX/Search/Sequence Search
    • Search value can be:
      • Purchase Account
      • Document Number
      • Voucher Number
    • Status defaults to Approved, but may be changed
    • Can also filter on the SRS flag
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Search button is clicked

FFX-Tables

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Class Table

  • Screen FFX-581, Class Table Display
    • Can choose to view member table or Master Campus
    • Default is to view active class codes, but can change to view frozen class codes
    • Press PF9 to download all class codes for a member

Class Table

  • FFX/Tables/Class Table
    • Can choose to view member table or Master Campus
    • Default is to view active class codes, but can change to view frozen class codes
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If no value is entered into the Start from Class field, all class codes for a member will be downloaded
      • If a value is entered into the Start from Class field, the download will start from that point

Capitalization Rules

  • Screen FFX-582, Capitalization Rules Display
    • Press PF9 to download all department codes for a member

Capitalization Rules

  • FFX/Tables/Miscellaneous Tables
    • Select Capitalization Rules from available options, click Submit
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Acquisition/Disposition Table

  • Screen FFX-583, Acq/Disp Method Controls Display
    • Press PF9 to download all department codes for a member

Acquisition/Disposition Table

  • FFX/Tables/Miscellaneous Tables
    • Select Capitalization Rules from available options, click submit
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Inflation Codes Table

  • Screen FFX-584, Inflation Codes Table
    • Press PF9 to download all department codes for a member

Inflation Codes Table

  • FFX/Tables/Miscellaneous Tables
    • Select Inflation from available options, click submit
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Depreciation Rules Table

  • Screen FFX-585, Depreciation Rules Display
    • Press PF9 to download all depreciation rules for a member

Depreciation Rules Table

  • FFX/Tables/Miscellaneous Tables
    • Select Depreciation Rules from available options, click submit
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Department Table

  • Screen FFX-860, Department Table Maintenance
    • Can search by department code (ID) or department name
    • Enter or select a valid department code from the search
    • Press PF9 to download all department codes for a member

Department Table

  • FFX/Search/Department Search
    • Can search by department code (ID) or department name
    • Can filter by:
      • FFX
      • FRS
      • Expired
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
    • If search field and filters are not used, all department codes for a member will be downloaded
    • Otherwise, download will be based on search values and filters

FFX-Batches

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Batch Header List

  • Screen FFX-524, Fixed Assets Batch Header List
    • No download available

Batch Header List

  • FFX/Batch/Batch Search
    • After Batch Ref is entered and the search button is clicked, a list of valid batch headers is displayed
      • Can specify date to display a starting point or specific batch
      • Click on Transactions to advance to transactions in a batch
    • *Additional Functionality*
      Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

Batch Transactions

  • Screen FFX-527, Fixed Assets Transaction Inquiry by Batch
    • No download available

Batch Transactions

  • FFX//Batch/Batch Transactions
    • Can be accessed through the Batch Search function, or if batch reference and date are known, they can be entered directly
    • *Additional Functionality*
      Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked

SPR

FAMIS Using Entire Connection

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CFDA Federal Domestic Assistance Table

  • Screen SPR-804, Federal Domestic Assistance (CFDA) Table
    • Press PF9 to download all department codes for a member

CFDA Federal Domestic Assistance Table

  • FRS/Tables/CFDA Federal Domestic Assistance Table
    • Enter without the period (.); for example, enter 10070 instead of 10.070
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If search field is not used, all CFDA codes will be downloaded
      • If a value is entered into the search field, the download will start from that point

Department Table

  • Screen SPR-860, Department Table Maintenance
    • Can search by department code (ID) or department name
    • Enter or select a valid department code from the search
    • Press PF9 to download all department codes for a member

Department Table

  • FRS/Tables/Departments Table
    • Can search by department code (ID) or department name
    • Can filter by:
      • FFX
      • FRS
      • Expired
    • Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
      • If search field and filters are not used, all department codes for a member will be downloaded
      • Otherwise, download will be based on search values and filters

AFR

FAMIS Using Entire Connection

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Manual/Update Entry Summary

  • Screen AFR 193, Manual/Update Entry Summary
    • PF7-Manual entries for NACUBO
    • PF8-Manual entries for GASB

Manual/Update Entry Summary

  • FRS/AFR/AFR Manual Entries
    • Select campus code and any report with manual entries
    • Select Month
    •  Download to Excel is available by clicking the download icon displayed on right side of the screen. The icon will not display until the search criteria is entered and the Submit button is clicked
    • While only the manual entries for the selected report are displayed, all manual entries will be included in the download

FAMIS_REF_TOOLS_EntireConnectionCanopyCross.docx