TAMU > Finance > FMO > Purchase Audit > Required Training for Payment Processing

• Required Training for Payment Processing
  • Disbursement Training - This course covers policies and procedures of the disbursement of funds for purchase and travel vouchers. It also provides current information through the navigation of the Guidelines for Disbursement of Funds manual on our website. Anyone who creates purchase documents, approves and/or signs them must attend disbursement training or all entry will be denied.
  • FAMIS Training – Limited/Exempts - Entry to create limited and exempt purchase documents.  Prerequisites:  Introduction to FAMIS and FMS 102: FAMIS On-Line Purchasing Overview.
    
    Exempt entry access includes purchases that are above the delegated dollar limits but are exempt from Purchasing Services review. Limited entry access includes purchases that are less than $5,000 on state or local funds. These purchases do not route to Purchasing Services.
    
    Please note: Make sure the FAMIS Office Manager in your office adds you to Screen 924 - Creator Desk; otherwise, you could miss crucial information that could delay payment of vouchers.
  • FAMIS Training – Preliminary Fixed Assets - Entry access to input inventory information for purchases that must be placed on inventory. Prerequisites: Introduction to FAMIS and FMS 102: FAMIS On-Line Purchasing Overview Concepts of preliminary assets and how to create asset numbers in FAMIS for Financial Management Services Property Management approval.
  • FAMIS Training - Receiving - Entry to receive purchasing document shipments. Prerequisites: You must have both your FAMIS Production ID and Training ID and be able to sucessfully log into TPX, Production and Training Modules prior to attending class. Please Contact the FAMIs help Line at 847-8833 if you need assistance. You must also have Entry access to verify if goods were/were not received. Electronic receiving is the final authorization to pay for the goods.
  • FAMIS Training - Requisitions - Entry to create purchase requisitions. Prerequisites: Introduction to FAMIS and FMS 102: FAMIS On-Line Purchasing Overview. Entry access to purchases that are greater than $5,000 on state or local funds. These purchases must route through Purchasing Services for a purchase order. Please note: Make sure that the FAMIS Office Manager in your office adds you to Screen 924 - Creator Desk; otherwise, you could miss crucial information that could delay payment of vouchers.
• Recommended Training for Payment Processing
  • FAMIS Training – FRS Basic Purchasing Inquiry - Optional training to learn basic inquiry of purchasing and accounts payable screens. Prerequisites: Introduction to FAMIS and FMS 102: FAMIS On-Line Purchasing Overview. Optional training to learn basic inquiry of purchasing and accounts payable screens.
  • Fiscal Year End Workshop - This workshop covers policies and procedures for fiscal year end processes. This workshop will cover accounts payable, sales and receivables, fiscal requests, and encumbrance procedures for year end.