Financials
Training Schedule
January - June 2010
Register for Classroom Training
While most of the courses listed below are instructor-led, online course modules are provided when available, and indicated by the 
button.
Curriculum
Financial Concepts and Policies See calendar.
(Offered by Financial Training and Documentation, Office of the Controller)
- Introduction to Your Business Responsibilities at OSU.
- University Expenditures Policy.
- The Procurement and Payment Process.
- Debits and Credits.
- Accounting at OSU.
- Using General Ledger Reports.
- The Reconciliation Process.
- Earnings Operations at OSU.
- Accounts Receivable & Accounts Receivable Collection Services.
- Managing Your Department's Capitalized Equipment.
- Stewardship of Endowment and Gift Funds.
- Tax Obligations & Compliance at OSU.
University Development See calendar.
Introduction to the Financials System
General Ledger System See calendar.
Accounts Payable (AP) See calendar.
Budget System See calendar.
Travel System
- Travel System Training Modules include:
- Travel Arranger.
- Travel Approver.
- Traveler Training.
- Travel Portal & Search Tool Training.
PCard Program
- PCard Program Training Modules include:
- Policy Overview.
- Travel & GET Card Holder Training.
- Purchasing Card Manager Training.
- Reallocator Training.
- Approver Training.
- Procurement Inquiry and Approval. *
- Requisition 1. *
- Requisition 2. *
- Requisition 3. *
- Purchase Order 1. *
- Purchase Order 2. *
- Receipts.
* Required training to become a delegated buyer. Steps for becoming a delegated buyer are outlined on the Purchasing Department web site.
eReports See calendar
*NEW* UPS-ICVS Desktop Training - University Mail Services has implemented a new outbound shipping program with United Parcel Service (UPS), the university's preferred carrier, featuring deeply discounted rates for Express, International and Ground services. University departments can ship/track packages and send email notification to package recipients using the UPS desktop solution. A customized program validates chartfields to reduce data errors and prevent unnecessary rework. Training is available every Friday in January (the first one is January 8th). All sessions are one hour, and run from 1:00 – 2:00 p.m. and are held in the Innovation Lab at the Stores & Receiving Building, located at 2650 Kenny Road. Refer questions to Terri Tibbs (tibbs.25@osu.edu) of University Mail Services.
For class dates and registration, please visit the UPS-ICVS Desktop Training Self-Registration Center.
Calendar
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Financial Concepts and Policies (Offered by Financial Training and Documentation, Office of the Controller) Registration for these courses is available at Financial Concepts and Policies Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu. |
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| CLASS | SESSION | DATE | TIME | LOCATION | |
|---|---|---|---|---|---|
| Introduction
to Your Business Responsibilities at OSU (Click on the course name
to view a description of the course.) When you receive approval authority in the HR or Financials System for the first time, you are required to attend "Introduction to Your Business Responsibilities at OSU." Refer to "User Types and Workflow Roles" at http://www.oit.osu.edu/hrfin/securityandworkflow.html to see if you should attend. |
Single Session | 12/4/09 |
8:30-12:30 |
231 Mount | |
|
University Expenditures Policy (Click on the course name to view a description of the course.)
|
Single Session | 12/4/09 | 2:00-4:00 | 231 Mount | |
| Single Session | 2/23/10 | 9:00-11:00 |
231 Mount | ||
| Single Session | 4/1/10 | 2:00-4:00 |
231 Mount | ||
|
The Procurement and Payment Process (Click on the course name to view a description of the course.) |
Two Sessions | 12/10-12/11/09 | 8:30-3:00 each day |
231 Mount | |
| Two Sessions | 1/28-1/29/10 | 8:30-3:00 each day |
231 Mount | ||
| Two Sessions | 2/25-2/26/10 | 8:30-3:00 each day |
231 Mount | ||
| Two Sessions | 4/8-4/9/10 | 8:30-3:00 each day |
231 Mount | ||
| Two Sessions | 6/24-6/25/10 | 8:30-3:00 each day |
231 Mount | ||
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Debits and Credits (Click on the course name to view a description of the course.) |
Two Sessions | 1/6-1/7/10 | 8:30-12:30 each day |
231 Mount | |
| Two Sessions | 3/2-3/3/10 | 8:30-12:30 each day |
231 Mount | ||
| Two Sessions | 4/20-4/21/10 | 8:30-12:30 each day |
231 Mount | ||
| Two Sessions | 5/25-5/26/10 | 8:30-12:30 each day |
231 Mount | ||
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Accounting at OSU (Click on the course name to view a description of the course.) |
Two Sessions | 1/12-1/13/10 | 12:30-4:30 each day |
231 Mount | |
| Two Sessions | 3/18-3/19/10 | 8:30-12:30 each day |
231 Mount | ||
| Two Sessions | 5/4-5/5/10 | 12:30-4:30 each day |
231 Mount | ||
| Two Session | 6/1-6/2/10 | 12:30-4:30 each day |
231 Mount | ||
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Using General Ledger Reports (Click on the course name to view a description of the course.) |
Two Sessions | 2/11-2/12/10 | 8:30-3:00 first day 8:30-12:30 second day |
231 Mount | |
| Two Sessions | 3/30-3/31/10 | 8:30-3:00 first day 8:30-12:30 second day |
231 Mount | ||
| Two Sessions | 5/12-5/13/10 | 8:30-3:00 first day 8:30-12:30 second day |
231 Mount | ||
| Two Sessions | 6/9-6/10/10 | 8:30-3:00 first day 8:30-12:30 second day |
231 Mount | ||
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The Reconciliation Process (Click on the course name to view a description of the course.) |
Two Sessions | 2/16-2/17/10 |
8:30-3:00 each day |
231 Mount | |
| Two Sessions | 4/13-4/14/10 |
8:30-3:00 each day |
231 Mount | ||
| Two Sessions | 5/18-5/19/10 |
8:30-3:00 each day |
231 Mount | ||
Two Sessions |
6/22-6/23/10 | 8:30-3:00 each day |
231 Mount | ||
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Earnings Operations at OSU (Click on the course name to view a description of the course.) |
One Session |
3/10/10 | 8:30- 4:30 |
231 Mount | |
One Session |
6/15/10 | 8:30- 4:30 |
231 Mount | ||
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Accounts Receivable and Accounts Receivable Collection Services (Click on the course name to view a description of the course.) |
One Session | 4/6/10 | 8:30-12:30 |
231 Mount | |
| Managing Your Department's Capitalized Equipment (Click on the course name to view a description of the course.) | Single Session | 2/3/10 | 12:30-4:30 |
231 Mount | |
| Single Session | 4/29/10 | 12:30-4:30 |
231 Mount | ||
| Single Session | 6/16/10 | 12:30-4:30 |
231 Mount | ||
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Stewardship of Endowment and Gift Funds (Click on the course name to view a description of the course.) |
Two Sessions | 3/24-3/25/10 | 8:30-12:30 each day |
231 Mount | |
| Two Sessions | 6/28-6/29/10 | 12:30-4:30 each day |
231 Mount | ||
| Tax Obligations & Compliance at OSU (Click on the course name to view a description of the course.) | Single Session | 2/23/10 | 1:00-4:30 |
231 Mount | |
| Single Session | 5/21/10 | 8:30-12:00 |
231 Mount | ||
Development Fund Warehouse (DFW) (Offered by University Development ) Registration for these courses is available at University Development Training Self Registration. For questions regarding registration, contact us at trngnotif@osu.edu. |
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| CLASS | SESSION | DATE | TIME | LOCATION | |
Development Fund Warehouse (DFW) Be sure to review the above course description link for details on how to complete the security access form required prior to attending the DFW session. |
Single Session |
1/7/10 | 3:00-4:30 | 1480 W. Lane Ave., Room 013 | |
| Single Session | 2/4/10 | 8:30-10:00 | 1480 W. Lane Ave., Room 013 | ||
| Single Session | 3/4/10 | 3:00-4:30 | 1480 W. Lane Ave., Room 013 | ||
| Single Session | 4/1/10 | 8:30-10:00 | 1480 W. Lane Ave., Room 013 | ||
| Single Session | 5/6/10 | 3:00-4:30 | 1480 W. Lane Ave., Room 013 | ||
| Single Session | 6/3/10 | 8:30-10:00 | 1480 W. Lane Ave., Room 013 | ||
Introduction to the Financials System Learn the basics about using the OSU Financials System via this online Carmen tutorial. Refer to the following Self-enrollment job aid in order to enroll and then access the course in Carmen. |
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Registration for these courses is available at General Ledger Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu. |
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| CLASS | SESSION | DATE | TIME | LOCATION | |
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Journal Entry, Inquiry, and Approval (Click on the course name to view a description of the course.) |
Single Session | 12/9/09 | 8:00-12:00 |
191 Mount | |
| Single Session | 1/26/10 | 8:00-12:00 |
177 Mount | ||
| Single Session | 4/5/10 | 1:00-5:00 |
177 Mount | ||
| Single Session | 6/30/10 | 8:00-12:00 |
177 Mount | ||
| Asset Management (Click on the course name to view a description of the course.) | Single Session | 2/22/10 |
1:00-4:00 |
177 Mount | |
| Single Session | 4/22/10 |
1:00-4:00 |
177 Mount | ||
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Deposits (Click on the course name to view a description of the course.) |
Single Session | 3/11/10 | 8:00-12:00 |
177 Mount | |
| PREP Training (Click on the course name to view a description) is available via a online Carmen tutorial. Refer to the following Self-enrollment job aid in order to enroll and then access the course in Carmen. | |||||
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Registration for these courses is available at Budget Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu. | |||||
| CLASS | SESSION | DATE | TIME | LOCATION | |
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Budget and Fund Transfers (Click on the course name to view a description of the course.) |
Single Session | 2/18/10 | 8:00-12:00 |
177 Mount | |
| Single Session | 4/28/10 | 1:00-5:00
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177 Mount | ||
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Travel System Training Modules are available via a suite of online Carmen courses. Refer to the following Self-enrollment job aid to enroll and then access the courses in Carmen. |
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PCard Program Training Modules are available via a suite of online Carmen courses. Refer to the following Self-enrollment job aid to enroll and then access the courses in Carmen. | |||||
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Registration for these courses is available at Procurement Training Self Registration. Note: Registering for the first session of a multi-session course will automatically register you for all sessions. For questions regarding registration, contact us at trngnotif@osu.edu. |
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Procurement Inquiry and Approval (Click on the course name to view a description of the course.) |
Single Session |
12/17/09 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 1/21/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 2/18/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Single Session |
3/18/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Single Session |
4/15/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Single Session |
5/20/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Single Session |
6/10/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Requisition 1 (Click on the course name to view a description of the course.)
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Single Session | 1/5/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 2/9/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 3/2/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 4/6/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 5/4/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 6/1/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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Requisition 2 (Click on the course name to view a description of the course.)
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Single Session | 12/3/09 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 1/7/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 2/11/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 3/4/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 4/8/10 |
1:00-5:00 |
2650 Kenny, |
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| Single Session | 5/6/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 6/3/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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Requisition 3 (Click on the course name to view a description of the course.)
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Single Session | 12/8/09 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 1/12/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 2/16/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 3/9/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
Single Session | 4/13/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
| Single Session | 5/11/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 6/8/10 | 1:00-5:00 |
2650 Kenny, Innovation Lab |
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Purchase Order 1 (Click on the course name to view a description of the course.) |
Single Session | 1/14/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 3/11/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 5/13/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Purchase Order 2 (Click on the course name to view a description of the course.) |
Single Session | 1/19/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 3/16/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 5/18/10 |
1:00-5:00 |
2650 Kenny, Innovation Lab |
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Receipts (Click on the course name to view a description of the course.) |
Single Session | 1/13/10 | 1:00-4:00 |
2650 Kenny, Innovation Lab |
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| Single Session | 4/14/10 | 1:00-4:00 |
2650 Kenny, Innovation Lab |
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