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Financial Systems

 


Helpline 847-467-3777

CUFS DOCUMENTS
CUFS2000 Manual and Visual aids to help create purchase orders, modifications and receiver documents.

CUFS2000 Training
CUFS training classes. Conducted on the Evanston and Chicago Campuses

University Financial Policies and Procedures
Travel, Purchasing,and Cash Handling, eCommerce, etc.

Forms
CUFS Access Request, Adding Accounts, Travel E
xpense, Vendor Code Request and more.

Newsletters
Current and archieved newsletters from Financial Systems. News, tips and helpful information for using the CUFS Systems.

Central Administration Contact List

 

Base CUFS Commands and Shortcuts

 

 

While processing a PD:

While processing a new PD, the following commands can be used in the function field:

(These commands also work in RCs and IVs, where they apply.)

To edit the document, instead of "edit doc", type "q".

To approve a document instead of "approve doc", type "a+".

To remove approval use "a-" instead of "unapprove doc".

To make a document accepted once all the approvals have been applied, type "w" instead of "run doc". There is no reverse of "run doc".

To mark the status as HELD, use "hd" instead of "hold doc".

To delete a document, "dd" can be used instead of "delete doc".

To reverse the deletion of a document (before an overnight run), use "ud", or "undelete doc".

To delete a commodity line, type "dl" in function, place cursor on that commodity line, and press <ENTER>.

To add more commodity lines, type "new line" in function, place the cursor on the third commodity line on the page and press <ENTER> or "i" in function and press <ENTER>. This will give you a blank commodity page and you will be ready to continue with commodity line #004.

To exit out of a PD and go straight to another table, type "e", space, and type the four character name of that table (e.g., "e opph").

To view the approval levels needed for a document - type "a?" in the function field and press <enter>.

To go to the last line of the document - type "bd" or "b" in the function field and press<enter>.

To copy entire commodity lines, while on the commodity page of a PD:

1. Type the new line number under LN of a blank commodity line. (The one just below your completed line. e.g., 002)

2. Type @ under quantity on that line.

3. Press <ENTER>. This process can produce two new lines simultaneously.

To create a new PD from inside another PD, without exiting back to SUSF:

1. When you are finished with your current PD, and if you were the last person to create a new PD in your department, simply type "new doc" in FUNCTION and press <ENTER>. You will be inside a new PD that can be filled out and processed as usual.

2. If you are not in the newest PD for your department, type "new" in Function and tab once to the Document ID field.

3. Type "pd", Tab; your 3-number area, Tab; your dept. prefix and PD# (e.g., PD 116 FISPD#).

4. Press <ENTER>. You will be inside a new document that can be processed as usual.

Shortcuts for the SUSF table:

To quickly access a PD that you can already see in SUSF, type "s" in the ACTION field, make sure your ORG field is filled in, and move your cursor to the line where your PD is located. When your cursor is anywhere on that line, press <ENTER>.

To copy an entire PD into a new one:

1. Type "s" in ACTION and "copy" in the FUNCTION field. The ORG field needs to contain an organization number that agrees with the area of the new PD.

2. Fill out the first blank line as if you are requesting a new PD# (e.g., PD 116 FISPD#)

3. Place an "x" in the SEL field of the line that contains the existing PD.

4.You have now selected an existing PD to be copied into a new one. When you press enter, you will be in the new document with the same data as the previous PD. This new document should beverified and processed as any other new PD. The old document will still be in SUSF.

To travel between viewing tables: To quickly travel between related viewing tables, type an "l" (for leaf) in FUNCTION and press <ENTER>. The following tables are related and can be leafed to in this way:

OPPH, OPPC and OPPL

MPPH, MPPC and MPPL

DHIS, DHI2 and DXRF

To return to a previous viewing table without typing the entire four-digit abbreviation for that table, type a "b" (shortcut for back), in FUNCTION and press <ENTER>.


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Financial Systems  619 Clark Street  Evanston, IL  60208
Phone: 847-467-3777  Fax: 847-467-3070

Last updated   March 11, 2003
 
 

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