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CAPPS Financials Training & Resources

For in-depth course descriptions download the printable CAPPS Financials Course Catalog.

Financials Online Self-Paced Training

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Course Number – Name Course Overview Duration Prerequisites Audience Online Course Course Materials
010 – CAPPS IAM/TDIS Introductory Training This tutorial covers how to complete the one-time TDIS enrollment process, steps for logging into CAPPS and accessing the TDIS Employee portal, as well as additional topics such as password reset, account lockout, and system timeout. 15 Minutes None All CAPPS Users

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
999 – CAPPS Financials Fundamentals Understanding how to access the system, how to navigate within the system and how to find and enter information in PeopleSoft is essential to all employees using CAPPS. This course teaches system navigation and functionality. 1.5 Hours None All CAPPS Users

Launch Course

Accessible Course

Job Aid:
How to use the Exercises
How to use the Exercises (Accessible)
200 – CAPPS Financials Accounts Payable
Accounts Payable is the CAPPS module that enables suppliers (vendors) to receive payment for goods or services. In this course users will learn how to maintain supplier information and process supplier invoices. 4 hours CAPPS Financial Fundamentals (999)

Agency Financial Users

CAPPS Agency Employees who enter Supplier/Vendor invoices

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
205 – CAPPS Financials General Ledger
CAPPS General Ledger provides journal entry formats that enable any type of transaction entry to be quick and easy without losing the control needed to ensure accounting accuracy. 3.5 hours CAPPS Financial Fundamentals (999)

Agency Financial Users

CAPPS Agency General Ledger Personnel

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
215 – CAPPS Commitment Control (KK)

Commitment Control is an integrated module that performs budgetary control and/or tracking of financial transactions against pre-defined budgets. This course provides instruction in the following areas:

  • How to view, manage and update budgets
  • How to perform the budget checking process for requisitions and purchase orders
4 hours CAPPS Financial Fundamentals (999)

Course 205 – General Ledger (recommended)

Agency Financial Users

Agency Accounts Payable, Budget, General Ledger and Purchasing Buyers

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
220 – CAPPS Financials Cash Receipts This course provides participants with a practical working knowledge of the core cash receipts features including entering cash receipts manually, uploading cash receipts and working with cash receipts interface process. In addition, participants will learn the process for correcting and refunding cash receipt requests. 4 hours CAPPS Financial Fundamentals (999)

Agency Financial Users

CAPPS Agency Cash Receipts Staff and Managers

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
225 – CAPPS Travel and Expense Processing
This course provides participants with a practical working knowledge of the core travel and expense features including entering (travel authorizations, cash advances and expense reports), approving, and managing (deleting, withdrawing, canceling, printing) travel transactions. This course is intended for individuals who are responsible for authorized users who are responsible for entering on behalf of others or are designated as travel coordinators for their agency. If you enter your own travel transactions, refer to the 230 CAPPS Travel and Expense Processing (Fluid Users). 4 hours CAPPS Financial Fundamentals (999)

Agency Financial Users

CAPPS Authorized Users and Travel Section staff

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
230 – CAPPS Travel and Expense Processing (Self Service)
This course provides participants with a practical working knowledge of the travel and expense features including entering (travel authorizations, cash advances and expense reports), approving, and managing (deleting, withdrawing, canceling, printing) travel transactions. This course is intended for employees (travelers) and managers (traveler’s manager) who will use the Employee Self Service and Manager Self Service dashboards to enter and approve travel transactions. If you are authorized to enter transactions for other agency staff or have additional configuration or maintenance responsibilities then the 225 Travel and Expense Processing (Core) is recommended. 3 hours CAPPS Financial Fundamentals (999)

Agency Financial Users

Employees who enter their travel transactions and their Managers responsible approving those transactions

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
250 – CAPPS Query

CAPPS Query is a reporting tool accessible from within CAPPS HCM and CAPPS FIN that allows you to retrieve specific information out of CAPPS database tables through use of a graphical interface. This course provides instruction in the following areas:

  • How to use Query Viewer to run existing queries
  • How to create a simple query using Query Manager
  • How to create more complex queries that include joined tables, criteria, and prompts
4 hours CAPPS Financial Fundamentals (999)

Agency Financials and SCM users

CAPPS Users with access to Query Manager

Launch Course

Printed Materials:
Exercise Booklet
Presentation Booklet
300 – CAPPS Financials Asset Management
In this course, CAPPS users will learn how to enter, update, maintain and retire assets. 4 hours CAPPS Financial Fundamentals (999)

Agency Supply Chain Users

CAPPS Agency user who tracks asset information

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
305 – CAPPS Financials Requisitioning & Receiving
This course offers a high-level overview of the Procure-to-Pay process and Chart of Accounts, followed up with details and important steps included in the requisitioning and receiving processes. 8 hours CAPPS Financial Fundamentals (999)

Agency Supply Chain Users

CAPPS Agency Requestors

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
306 – CAPPS Financials Purchase Order Processing
In this course, CAPPS users will learn how to create and administer Requests for Quote, create a purchase order, and setup purchasing contracts. 8 hours

CAPPS Financial Fundamentals (999)

Requisitioning & Receiving (305)

Agency Supply Chain Users

CAPPS Agency Buyers and Procurement Super Users

Launch Course

Accessible Course

Supplemental:
SB20 Update Feb. 2016

Printed Materials:
Exercise Booklet
Presentation Booklet
307 – Purchase Order Processing (Without Requisitions)
In this course, CAPPS users will learn how to set up purchasing contracts, create purchase orders and process purchase order changes. This course is intended for agencies who do not enter requisitions in CAPPS Financials. 8 hours CAPPS Financial Fundamentals (999)

Agency Supply Chain Users

CAPPS Agency Buyers and Procurement Super Users

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
310 – CAPPS Financials Requisition Approval
This course is for users who approve but do not create requisitions. Users who perform both duties should attend the Requisitioning & Receiving (305) course. This approval class covers how to review and approve or deny a requisition. 1 hour CAPPS Financial Fundamentals (999)

Agency Supply Chain Users

CAPPS Agency Requisition Approvers Only

Launch Course

Accessible Course

Printed Materials:
Exercise Booklet
Presentation Booklet
315 – CAPPS Financials Inventory
In this course, CAPPS users will learn how to process key inventory activities including fulfilling inventory requests (orders), replenishing stock, and recording inventory adjustments. 8 hours CAPPS Financial Fundamentals (999)

Agency Supply Chain Users

CAPPS Agency Warehouse Managers and Staff

Launch Course

Printed Materials:
Exercise Booklet
Presentation Booklet