IRIS Portal
System References & Resources
IRIS Financial (FIN) / Procurement (PROC) Users
Category
General References
Reference Documents
- IRIS Document Phases and Statuses [PDF]
- Worklist Manager Job Aid [PDF] (SOA Only)
- IRIS Security and Workflow (Approval) Role Assignments [XLSM]
- Job Aid - Reviewing Employee Security and Workflow Role Assignments [PDF]
- Job Aid - ALDER reports for IRIS FIN - Security and Workflow [PDF]
IRIS General Overview
- Video Tutorial [MP4 23.2 MB]
- Training Manual [PDF 340 KB] Revised 04/15/2015
Getting Started
- Video Tutorial [MP4 24.5 MB]
- Training Manual [PDF 1.8 MB] Revised 04/15/2015
Workflow
- Video Tutorial [MP4 16.7 MB]
- Training Manual [PDF 1.4 MB] Revised 05/01/2016
Financial Job-Aids and References
Topic Area
- Accounts Payable
- Budgeting
- Cost Accounting
- General Accounting
- Other References
- PCard
- Re-Appropriation / Year-End
- Revenue
- Vendors / Customers
Accounts Payable
- Customers - How to Request Additions, Changes, and Updates [PDF] (SOA Only)
- Searching for a Vendor in IRIS [PDF] (SOA Only)
- Warrants / EFTs - Checking Warrant Status [PDF] (SOA Only)
- Warrant / EFT Daily Exception Report Quick Reference [PDF] (SOA Only)
- Warrants / EFTs - Importance of Populating Vendor Invoice Number and Check Description Fields [PDF] (SOA Only)
Budgeting
- Available Budget Structures [PDF] (SOA Only)
- Budget Buckets and Event Types [PDF] (SOA Only)
- Budget Document Event Types [PDF]
- Budget Information [PDF] (SOA Only)
- Budget to Accounting Revenue Matrix [XLSX]
- Restricted and Unrestricted Revenue [PDF] (SOA Only)
Cost Accounting
General Accounting
- How to Process An IET Document Referencing an IPO with a Credit Expenditure (Negative) Line Amount [PDF]
- Inverse Referencing on GAEC or CEC Documents [PDF]
- ITI / ITA Process [PDF] (SOA Only)
- JVC, CH8, GAE1, and CH6 Cheat Sheet [PDF] (SOA Only)
Other References
- Budget to Accounting Revenue Matrix [XLSX]
- IRIS Expenditure Object Codes Reference Worksheet [XLSX]
- IRIS HRM Event Crosswalk to IRIS FIN Object Codes [XLSX]
- Key Terms and Page Codes [XLSX] (SOA Only)
- Search & Inquiry in IRIS FIN/PROC [PDF] (SOA Only)
PCard
- PRCUU - PCard Charges Load & Removal Process [PDF]
- PCard Nightly Batch Processing Steps [PDF]
- PCard Process Document & Page Resources [PDF]
- PCard Reconciliation Manual [PDF]
- Frequently Asked Questions [PDF]
- PRCUU Reconciliation Status and PRCC document Special Instructions (SPIS) field [PDF]
- How are PRCC Documents Consolidated? [PDF]
- Finding PCard Transactions in IRIS and USBank [PDF] (SOA Only)
Re-Appropriation / Year-End
- Re-Appropriation Digest (RAD) [PDF] (SOA Only)
- Presentation on June 20, 2019 by Accounting Services - A recording of the WebEx Presentation of the RAD is now available as a MPEG-4 (MP4) video file. This is a large file, runtime (HH:MM) and file size is notated next to the recording for your reference. Your browser should automatically select the best player application for this file type, recommended players include the Windows Media Player and QuickTime.
- SOA Only 01:28 [MP4 135 MB]
Revenue
- Restricted and Unrestricted Revenue [PDF] (SOA Only)
Vendors / Customers
- Searching for a Vendor in IRIS [PDF] (SOA Only)
- Customers - How to Request Additions, Changes, and Updates [PDF] (SOA Only)
Procurement Job-Aids and References
The IRIS Procurement Team has created a number of reference documents related to specific procurement functions in IRIS. These documents include:
- Procurement eCatalog (PunchOut)
- eCatalog (PunchOut) Instruction Guide [PDF] -- updated 04/19/2017
- Punch Out Video Guide [LMS] -- or Here -- updated 05/06/2021
- Calculation of Preferences
- Process [PDF]
- Examples [PDF]
- More Examples [PDF]
- Catalog Management
- Create a...
- Contract Document (CT) [PDF]
- Multi-Year Purchases and Contacts [PDF]
- Delivery Order (DO)
- Universal Requestor Catalog Search (URCATS) [PDF]
- UAT Test Script (URCATS to DO) [PDF]
- Adding Items to the Commodity Section [PDF]
- Informal Request for Proposal (IRFP) [PDF]
- Invitation to Bid (ITB) [PDF]
- Master Agreement (MA) [PDF]
- Purchase Order (PO) [PDF]
- Receiver Document (RC) [PDF]
- Request for Proposal (RFP) [PDF]
- Request for Quotation (RFQ) [PDF]
- Standard Requisition Document (RQS) [PDF]
- RQS Copy Forward Tips [PDF]
- Other References
- Customers - How to Request Additions, Changes, and Updates [PDF]
- Document Attachment Types on Requisition and Solictation Documents [PDF]
- Document Catalog - Action Menu Functionality [PDF]
- Email Notifications [PDF]
- Inferring the Shipping and Billing Info from Header Section [PDF]
- Locating a Vendor's Alias/DBA in IRIS [PDF]
- Most Commonly Used Procurement Table Codes in the Jump To Field [PDF]
- Procedural Suggestions for Procurement Officer for Navigating the EV and EVT Documents and PEC Meeting When Soliciting with an RFP [PDF]
- Pricing Attachment Instructions [PDF]
- System Frequently Asked Questions (FAQs)
- VSS Attachment Location and Amendment History [PDF]
- Workload Manager Routing Process: Central vs. Decentral [PDF]
- Procurement Lunch-and-Learn Session Recordings
- Recordings of the IRIS Procurement Lunch-and-Learn sessions are available online. The recordings are available as MPEG-4 (MP4) video files and are large files, runtime (HH:MM) and file size is notated next to each recording for your reference. Your browser should automatically select the best player application for this file type, recommended players include the Windows Media Player and QuickTime.
- Procurement Requisition State - 2014-10-07 Session, Runtime 01:01 [MP4 22.3 MB]
- VSS-Vendor Self Service - 2014-10-15 Session, Runtime 01:09 [MP4 32.5 MB]
- Procurement Solicitation State - 2014-10-21 Session, Runtime 01:08 [MP4 28.2 MB]
- Procurement Award State - 2014-12-16 Session, Runtime 01:11 [MP4 21.0 MB]
- Procurement Post-Award State - 2014-12-30 Session, Runtime 01:05 [MP4 23.5 MB]
- Procurement Folder - 2015-01-28 Session, Runtime 01:07 [MP4 22.7 MB]
- Master Agreements - 2015-03-18 Session, Runtime 01:22 [MP4 27.3 MB]
- Recordings of the IRIS Procurement Lunch-and-Learn sessions are available online. The recordings are available as MPEG-4 (MP4) video files and are large files, runtime (HH:MM) and file size is notated next to each recording for your reference. Your browser should automatically select the best player application for this file type, recommended players include the Windows Media Player and QuickTime.
Training Manuals
IRIS General Overview
- Video Tutorial [MP4 23.2 MB]
- Training Manual [PDF 340 KB] Revised 04/15/2015
Getting Started
- Video Tutorial [MP4 24.5 MB]
- Training Manual [PDF 1.8 MB] Revised 04/15/2015
Workflow
- Video Tutorial [MP4 16.7 MB]
- Training Manual [PDF 1.4 MB] Revised 05/01/2016
Chart of Accounts Overview
- Video Tutorial [MP4 23.5 MB]
- Training Manual [PDF 1.0 MB] Revised 04/15/2015
Procurement Overview
- Video Tutorial [MP4 23.7 MB]
- Training Manual [PDF 293 KB] Revised 04/15/2015
Management Overview
- Training Manual [PDF 3.5 MB] Revised 05/01/2016
Requesting and Receiving Goods and Services
- Training Manual [PDF 2.5 MB] Revised 05/01/2016
Reimbursable Service Agreements
- Training Manual [PDF 1.6 MB] Revised 05/01/2016
Clearing Cash Receipts
- Training Manual [PDF 1.3 MB] Revised 05/01/2016
Billed Receivables
- Training Manual [PDF 2.8 MB] Revised 05/01/2016
Accounts Payable
- Training Manual [PDF 2.7 MB] Revised 05/01/2016
P-Card and Travel
- PCard Enhancement Process Reminders [PDF]
- PRCUU - Reconciliation Status Selection [PDF]
- PCard Reconciliation Manual [PDF]
- Frequently Asked Questions [PDF]
- Training Manual [PDF 1.7 MB] Revised 05/01/2016 - please refer to the PCard Reconciliation Manual (above) for information related to reconciling PCard charges
Departmental Chart of Accounts (COA) Management
- Training Manual [PDF 1.8 MB] Revised 05/01/2016
Capital and Operating Budgets
- Training Manual [PDF 4.2 MB] Revised 05/01/2016
Cost Accounting
- Training Manual [PDF 2.3 MB] Revised 05/01/2016
Fixed Assets
- Training Manual [PDF 2.0 MB] Revised 05/01/2016
Fixed Assets Construction in Progress
- Training Manual [PDF 1.7 MB] Revised 05/01/2016
Solicitation and Awards
- Training Manual [PDF 2.6 MB] Revised 05/01/2016
Warehouse Inventory
- Training Manual [PDF 2.6 MB] Revised 05/01/2016
Contract Management
- Training Manual [PDF 2.2 MB] Revised 05/01/2016
Video Tutorials
IRIS Video Tutorials are available online. These tutorials are available as either Youtube linked videos or MPEG-4 (MP4) video files and Shockwave Flash. They are large files, runtime (MM:SS) is notated next to each recording for your reference.
Your browser should automatically select the best player application for this file type, recommended players include the Windows Media Player and QuickTime.
IRIS FIN/PROC: Requesting and Receiving Goods and Services
- How to Create a Delivery Order Runtime 06:27 [MP4 13.0 MB]
- How to Create a Standard Requisition Runtime 05:32 [MP4 10.2 MB]
- How to Create a Request for a Master Agreement (RQM) with a Single Source RAP Runtime 05:41 [MP4 10.2 MB]
- How to Create a Commodity Comparison Sheet and Universal Requestor Document Runtime 08:06 [MP4 16.5 MB]
- Punch Out Video Guide [LMS] -- or Here -- updated 05/06/2021
IRIS FIN/PROC: Reimbursable Service Agreements
- Internal Exchange Process Part 1: How to Create an Internal Transaction Initiator (ITI) Runtime 07:45 [MP4 12.8 MB]
- Internal Exchange Process Part 2: How to Create an Internal Transaction Agreement (ITA) Runtime 06:14 [MP4 10.4 MB]
- How to Create a GAE and GAX to Conduct an Internal Exchange Transaction Runtime 08:11 [MP4 14.7 MB]
IRIS FIN/PROC: Clearing Cash Receipts
- How to Process a Departmental Cash Receipt using a CR1 Document Runtime 05:16 [MP4 9.2 MB]
IRIS FIN/PROC: Billed Receivables
- How to Create a Receiver Document (RC) Runtime 04:24 [MP4 8.2 MB]
- How to Create a Receivable Document (RE) Runtime 05:20 [MP4 9.5 MB]
- How to Modify a Receivable Document (RE) Runtime 03:43 [MP4 6.9 MB]
- How to Establish a Payment Plan Runtime 04:37 [MP4 8.0 MB]
- How to Process a Departmental Cash Receipt using a CR2 Document Runtime 05:59 [MP4 10.5 MB]
IRIS FIN/PROC: Accounts Payable
- How to Process a Charge Transaction (CH8) Accounting Adjustment Runtime 05:32 [MP4 9.8 MB]
- How to Set up Future Document Triggering to Establish Recurring Payments Runtime 03:52 [MP4 6.3 MB]
IRIS FIN/PROC: Travel
- How to Create a Travel Authorization Purchase Order Runtime 07:02 [MP4 12.8 MB]
- How to Create a Travel Authorization Payment Request Runtime 04:54 [MP4 9.49 MB]