Finance and Business Services

201 Carter Drive, Suite 200
West Chester, PA 19383

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Fiscal Year End Important Information

Training Offerings

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Offering
Description
Where
Contacts
Business Services Open Office Hours
Business Services will be holding “Open Office Hours” the 2nd Wednesday of each month from 9:00 a.m. to 11:00 a.m. and 2:00 p.m. to 4:00 p.m. at 201 Carter Drive, Suite 200.  Representatives from all Business Services areas will be present during that time to answer all your questions about University, PASSHE and Commonwealth business procedures, rules and regulations, and provide individual training on any Business Services subject (the Post Office representative will be available at the 2:00 p.m. to 4:00 p.m. session).
201 Carter Drive, Suite 200
Contact Marianne Peffall (x2705) if you have questions.
Business Services Training On The Go
Business Services is offering “Training On The Go".  Representatives from all Business Services areas will be present at each session to answer all your questions about University, PASSHE and Commonwealth business procedures, rules and regulations, and provide individual training on any Business Services subject .
Various Locations and Times
Contact Marianne Peffall (x2705) if you have questions.
Card Systems Training
How to get a purchasing or travel card, how to keep a card, how to reconcile a statement, logging on to JP Morgan Chase's PaymentNet website.
201 Carter Drive, Room 208
Contact Theresa Firkaly (430-5654) to register.
SAP Electronic Requisitioning
A requisition is a document requesting the purchase of goods or services. Electronic requisitioning empowers employees to create and manage their own requisitions while making the procurement process both faster and more responsive. Requisitions are electronically routed to Purchasing and Contract Services for the issurance of purchase orders. This electronic purchase requistioning class covers how to create and manage purchase requisitions. Only employees who, as part of their official duties and responsibilities, are required to purchase goods or services should take this session (pre-approval of appropriate cost center manager is required).  Attendance at an SAP Basic Navigation class is a pre-requisite.
Anderson Hall, Room 24
Send an Email to SATRegistration@wcupa.edu to enroll in the class.
Contact Don Fogg (x2447) if you have questions.
E-Req 101 and Policy and Procedures
A refresher session for personnel who have been through the initial electronic requisition training. Only personnel that have completed the initial E-Req training can request a refresher session. In addition, the opportunity to ask any question related to Purchasing’s policies and procedures on how to properly request goods and services will be open for discussion.
201 Carter Drive, Room 208
Contact BobMalone (436-1019) to register.
SAP BI Budget Reporting
The Finance and Business Services division and the Budget Department provide web-based financial reports that were developed with the SAP Business Intelligence (BI) reporting tool. These reports allow you to easily view and/or download financial and budget information to Excel. The reports provide detailed information about budget, commitment (encumbrance), actual expense, and revenue totals along with the resulting budget balance. You must have an active SAP BI User ID to view these reports.
Anderson Hall, Room 24
Send an Email to SATRegistration@wcupa.edu to enroll in the class.
Contact Ken Husar (x1008) if you have questions.
SAP BI Budget Reporting - Upgrade to 7.0
The Finance and Business Services division and the Budget Department provide web-based financial reports that were developed with the SAP Business Intelligence (BI) reporting tool. These reports allow you to easily view and/or download financial and budget information to Excel. The reports provide detailed information about budget, commitment (encumbrance), actual expense, and revenue totals along with the resulting budget balance. You must have an active SAP BI User ID to view these reports.
Anderson Hall, Room 24
Send an Email to SATRegistration@wcupa.edu to enroll in the class.
Contact Ken Husar (x1008) if you have questions.
SAP Basic Navigation
This Basic SAP Navigation training session is a prerequisite for obtaining a SAP user ID which allows access to the SAP Financial system. Only employees who, as part of their official duties and responsibilities, are required to access budget, financial, and procurement information or to process purchasing requisitions should take this session.
Anderson Hall, Room 24
Send an Email to SATRegistration@wcupa.edu to enroll in the class
SAP ZFM01
Learn how to use the SAP ZFM01 and ZFM01_EXP reports to obtain current budget balances as well as review budget, expense, and commitment (encumbrance) transaction details. Attendance at an SAP Basic Navigation class is a pre-requisite.
Anderson Hall, Room 24
Send an Email to SATRegistration@wcupa.edu to enroll in the class.
Contact Ken Husar (x1008) if you have questions.
AP/Travel Training
How things get paid, How to track payments, Use of Public Funds, Aramark, Travel Regulations, Forms and more...
201 Carter Drive, Room 208
Contact Theresa Firkaly (430-5654) to register.
Finance and Business Services Website Navigation
Learn how to navigate the Finance and Business Services website; How to find policies, request financial transfers, who to contact for answers...
201 Carter Drive, Room 208
Contact Don Fogg (436-2447) to register.