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FIN System Menu:

OFIS-Online Financial Information Menu

Management Information Summaries

Encumbrance Ledger Inquiry

Financial Index Inquiries

Financial Coding Descriptions

Payroll Load Rates

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Online Financial Information Menu (OFIS)

Included on this page: OFIS is a complete set of screens that provide Budget Number information, a Budget Status report, Encumbrances and current Financial Activity in summary and in detail.

To select OFIS from the FIN Main Menu:

Action: [1] ­ Online Financial Information Menu
[Send]

The OFIS Menu lists all online reports that are available for inquiry, as well as the user options that are used to select and format the information.

Selection Options Available in OFIS

Encumb: Do you want to see data that relate to encumbrances? If not, leave the field alone. If yes, enter "Y". (No is the default.) Available on screens 7, 8, and 9.

Summarize: Do you want the data displayed by object code or subobject code. If by object code, leave the field alone. If by subobject, enter "S" in the field. (Object code is the default.) Available on screens 5 and 7.

Dates: Do you want to view data by Accounting Month or by Posting Date? If by Accounting Month, leave the field alone. If by Posting Date, type "P". (Accounting month is the default.) Available on screens 8 and 9.

Budget Number: This MANDATORY field will accept only those budget numbers you are authorized to see. You may change the budget number on any OFIS screen.

Biennium: This field automatically defaults to the current biennium. Previous biennium is available only at the beginnin of the new biennium.

Accounting Month: The current month's transactions will appear. You may specify an earlier accounting month by entering the accounting month number for which you want to display data. Data are stored for 16 months.

Accounting month numbers are 1-25, where 1 = July of the first year in the biennium, 13 = July of the second year in the biennium, and 24 = June in the second year of the biennium. Accounting month 25 is used for biennium closing transactions. Remember that only the 15 most recent months' information is stored. Available on screens 7, 8, and 9.

Posted: Do you want to display data by posting date? If so, make sure "P" is entered in the Dates field and specify the date range in the Posted field in the MMDD to MMDD format, where

MM = The month of the year (01 for January to 12 for December)

DD = The day of the month, 01 to 31. Available on screens 8 and 9.

Report Period: Do you want to see the previous month's closing balances on the Budget Status Report? If so, put the appropriate code in the Report Period field located above the Action Box. Available on Screen 5.

Default: Grant Year-to-Date for Grants, or Biennium-to-Date for All Others
B: Biennium-to-Date Override for Grants
P: Grant Year Previous Month Close for Grants, or Biennium Previous Month Close for All Others
O: Biennium Previous Month Close Override for Grants

Budget Number Information

This screen displays descriptive information about the selected budget number.

To display this screen:

"budget number"
Action: [4] ­ Budget Number Information
[Send]
Detailed information about the fields on this screen

To choose another screen from here:

Enter the action code for the desired screen: (3, 5, 6, 7, 8, or 9)

Options available on this screen:

Budget Number: This MANDATORY field will accept any budget number you are authorized to see.

Biennium: May be changed to the previous biennium only at the beginning of a new biennium.

Budget Number Status Report

This screen displays the financial status, including encumbrances, of a budget number. The figures reflect "to date" or previous month close information within the current biennium.

To display this screen:

"budget number"
Action: [5] ­ Budget Number Status Report
[Send]

To view data as displayed:

[Send]

To choose another screen from here:

Enter the action code for the desired screen: (3, 5, 6, 7, 8, or 9)

Options available on this screen:

Budget Number: This MANDATORY field will accept any budget number you are authorized to see.

Summarize: Do you want the data displayed by object code or subobject code? If by suobject code, no entry is necessary. If by subobject, enter "S" in the field. (Object code is the default.)

Report Period: Do you want to see the previous month's closing balances on the Budget Status Report? If so, enter a "P" in the Report Period field located above the Action Box.

Encumbrance Balance

This screen displays encumbrance information, including salary encumbrances, within the biennium. Encumbrances are displayed in account code order. A more detailed encumbrance ledger is available from the FIN Main Menu using Action 4.

To display this screen:

"budget number"
Action: [6] ­ Encumbrance Balance
[Send]
 Detailed information about the fields on this screen

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] - Prev
[Send]

To choose another screen from here:

Enter the action code for the desired screen: (3, 4, 5, 7, 8, or 9)

Options available on this screen:

Budget Number: This MANDATORY field will accept any budget number you are authorized to see.

Biennium: May be changed to the previous biennium only at the beginning of a new biennium.

Interrelationship of the last three screens:

The last three screens in OFIS (screens 7, 8, and 9) display interrelated information. Below are these screens showing how the information for the same object code is represented differently by using the Selection Field (SEL).

Financial Activity Summary

This screen displays summarized budget activity by object or subobject code. The financial transactions for the specified accounting month will be displayed. The Selection Field (SEL) is used when moving to Screens 8 or 9 for expanded detail on an object or subobject code. If the SEL field is left blank, detail for all transactions will be listed in object code order. You may also "X" more than one object or subobject code.

If you use an "X" in a SEL field, you do not need to enter an action code.

To display this screen:

"budget number"
Action: [7] ­ Financial Activity Summary By Budget Number
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] - Prev
[Send]

To request Financial Transaction Listing: (Screen 8)

[X] in SEL field(s)
[Send]

To request Financial Transaction Detail: (Screen 9)

[X] in SEL field(s)
[Send]

To choose another screen from here:

Enter the action code for the desired screen: (3, 5, or 6)
[Send]

Options available on the Financial Activity Summary Screen:

Budget Number: This MANDATORY field will accept only those budget numbers you are authorized to see. You may change the budget number on any OFIS screen.

Summarize: Do you want the data displayed by object code or subobject code. If by object code, leave the field alone. If by subobject, enter "S" in the field. (Object code is the default.)

Encumb: Do you want to see data that relate to encumbrances? If not, leave the field alone. If yes, enter "Y". (No is the default.)

Accounting Month: The current month's transactions will appear. You may specify an earlier accounting month by entering the accounting month number for which you want to display data. Data are stored for 15 months.

Accounting month numbers are 1-25, where 1 = July of the first year in the biennium, 13 = July of the second year in the biennium, and 24 = June in the second year of the biennium. Accounting month 25 is used for biennium closing transactions.

Biennium: This field automatically defaults to the current biennium. Previous biennium is available only at the beginnin of the new biennium.

Note: When entering Actions 8 or 9 with an "X" in the SEL field, the above options may not be changed, but you may use the Posting Date option. To display data by posting date instead of the accounting month, enter "P" in the Dates feld and specify the date range in the Posted field in the MMDD to MMDD format, where

MM = The month of the year (01 for January to 12 for December)

DD = The day of the month, 01 to 31.

Financial Transaction Listing

This screen displays one line of detail per transaction within each object or subobject code that was selected with an "X" from Screen 7. If no selection was made from Screen 7, all financial transactions will be listed in object code order for the accounting month.

To display this screen:

"budget number"
Action: [8] ­ Financial Transaction Listing By Budget Number
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] - Prev
[Send]

To request Financial Transaction Detail: (Screen 9)

[Tab] to SEL field next to object or subobject code(s) to be expanded. If the SEL field is left blank, detail for all tranactions will be listed in object code order.
[X] in SEL field(s) (for details on all transactions), or
Action: [9] ­ Trans
[Send]

To choose another screen from here:

[Tab] to the Action Box
"action code for the desired screen" (3, 5, 6, or 7)
[Send]

Options available on this Screen:

Budget Number: This MANDATORY field will accept only those budget numbers you are authorized to see. You may change the budget number on any OFIS screen.

Accounting Month: The current month's transactions will appear. You may specify an earlier accounting month by entering the accounting month number for which you want to display data. Data are stored for 15 months.

Accounting month numbers are 1-25, where 1 = July of the first year in the biennium, 13 = July of the second year in the biennium, and 24 = June in the second year of the biennium. Accounting month 25 is used for biennium closing transactions.

Biennium: This field automatically defaults to the current biennium. Previous biennium is available only at the beginning of the new biennium.

Posted: Do you want to display data by posting date? If so, enter "P" in the Dates feld and specify the date range in the Posted field in the MMDD to MMDD format, where

MM = The month of the year (01 for January to 12 for December)

DD = The day of the month, 01 to 31.

Encumb: Do you want to see data that relate to encumbrances? If not, leave the field alone. If yes, enter "Y". (No is the default.)

Financial Transaction Detail

This screen displays expanded detail for the transactions selected in one of the two previous screens. One transaction is shown per screen.

To display this screen:

"budget number"
Action [9] ­ Financial Transaction Detail
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] - Prev
[Send]

To choose another screen from here:

[Tab] to the Action Box
"action code for the desired screen" (3, 5, 6, 7, or 8)
[Send]

Options available on this Screen:

Budget Number: This MANDATORY field will accept only those budget numbers you are authorized to see. You may change the budget number on any OFIS screen.

Accounting Month: The current month's transactions will appear. You may specify an earlier accounting month by entering the accounting month number for which you want to display data. Data are stored for three months (the current month and the previous two months). At the beginning of each month, the 4-month-old information is dropped.

Accounting month numbers are 1-25, where 1 = July of the first year in the biennium, 13 = July of the second year in the biennium, and 24 = June in the second year of the biennium. Accounting month 25 is used for biennium closing transactions. Remember that only the three most recent months' information is stored.

Biennium: This field automatically defaults to the current biennium. Previous biennium is available only at the beginnin of the new biennium.

Posted: Do you want to display data by posting date? If so, enter "P" in the Dates field and specify the date range in the Posted field in the MMDD to MMDD format, where

MM = The month of the year (01 for January to 12 for December)

DD = The day of the month, 01 to 31.

Encumb: Do you want to see data that relate to encumbrances? If not, leave the field alone. If yes, enter "Y". (No is the default.)