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Functional Area:FinancialAccountingCopyright United Nations17

FI113: Umoja Accounts Payable OverviewLMS CodeLMS-1347Duration2 HoursDeliveryMethodComputer Based Training (CBT)LevelCoursePrerequisitesHigh Level OverviewUmoja Accounts Payable Overview identifies the importantchanges occurring as a result of the Umoja solution, anddiscusses the impact these changes will have on theAccounts Payable process. This course describes the parkand post functionality, and the 3-way matching process.Level 1101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewFA.02 FA User (AP)FA.04 FA Petty Cash Imprest UserUmojaEnterpriseRolesFA.05 FA Senior User (GL/AP/AR/CO)ModulesThis course includes the following modules:Course IntroductionModule 1: Financial Accounting in UmojaFA.07 FA Approver (AP)Module 2: Invoice ProcessingFA.13 FA Month End UserModule 3: Other Accounts Payable ActivitiesFA.15 FA Asset Accounting UserCourse SummaryCourse AssessmentFA.16 FA Asset Accounting Senior UserCourse Survey (optional)Copyright United Nations18

FI115: Umoja Accounts Receivable OverviewLMS CodeLMS-1349Duration2 HoursDeliveryMethodComputer Based Training (CBT)LevelUmoja Accounts Receivable Overview identifies theimportant changes occurring as a result of the Umojasolution and discusses the impact these changes will haveon the Accounts Receivable process. This course definesthe high-level process, roles within the process and theinteractions between the Accounts Receivable process andother business areas within Umoja.Level 1101:CoursePrerequisitesHigh Level Overview102:Umoja OverviewUmoja Master Data & Coding BlockOverviewIt incorporates the Master Data elements associated withthis process and reporting capabilities through UmojaBusiness Intelligence (BI).FA.03 FA User (AR)ModulesFA.05 FA Senior User (GL/AP/AR/CO)This course includes the following modules:UmojaEnterpriseRolesFA.08 FA Approver (AR)Course IntroductionModule 1: Introduction to Accounts ReceivableFA.13 FA Month End UserModule 2: Accounts Receivable Master DataModule 3: Accounts Receivable ProcessesFA.15 FA Asset Accounting UserCourse SummaryCourse AssessmentFA.16 FA Asset Accounting Senior UserCourse Survey (optional)Copyright United Nations19

FI118: Umoja Asset Accounting OverviewLMS CodeDuration2 HoursDeliveryMethodComputer Based Training (CBT)LevelCoursePrerequisitesHigh Level OverviewLMS-1352Umoja Asset Accounting Overview identifies the importantchanges occurring as a result of the Umoja solution anddiscusses the impact that these changes will have on theAsset Accounting process. This course defines the highlevel process, roles within the process and the interactionsbetween the Asset Accounting process and other businessareas within Umoja. It illustrates the lifetime of an asset.Level 1101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewIt incorporates the Master Data elements associated withthis process and reporting capabilities through UmojaBusiness Intelligence (BI).ModulesFA.13 FA Month End UserThis course includes the following modules:Course IntroductionUmojaEnterpriseRolesModule 1: Umoja Asset AccountingFA.15 FA Asset Accounting UserModule 2: Asset Accounting Master DataModule 3: Asset Accounting ProcessesCourse SummaryFA.16 FA Asset Accounting Senior UserCourse AssessmentCourse Survey (optional)Copyright United Nations20

FI308: Umoja General Ledger ProcessLMS CodeDuration1 DayDeliveryMethodInstructor Led Training (ILT)LevelCoursePrerequisitesHigh Level OverviewLMS-1304Umoja General Ledger process introduces the business processassociated with General Ledger and how the Umoja solution willsupport this process. The course identifies the three sources ofGeneral Ledger entries and explains the difference betweenaccount ledgers and subsidiary ledgers. It details how otherbusiness areas interact with the General Ledger process.Level 3It incorporates the Master Data elements associated with thisprocess and reporting capabilities through Umoja BusinessIntelligence (BI).101:Umoja Overview102:Umoja Master Data & Coding BlockOverview201:ModulesThis course includes the following modules:Umoja ECC NavigationCourse IntroductionModule 1: Introduction to Umoja General LedgerFA.01 FA User (GL)UmojaEnterpriseRolesModule 2: General Ledger Master DataModule 3: General Ledger ProcessesFA.05 FA Senior User (GL/AP/AR/CO)Module 4: General Ledger ReportingCourse SummaryFA.06 FA Approver (GL)Course AssessmentCourse Survey (optional)Copyright United Nations21

FI321: Umoja Accounts Payable ProcessLMS CodeDuration2 DaysDeliveryMethodInstructor Led Training (ILT)LevelCoursePrerequisitesHigh Level OverviewLMS-1323Umoja Accounts Payable Process introduces the businessprocess associated with Accounts Payable process and how theUmoja solution will support this process. This course will includethe various steps associated with scanning, parking and/orposting invoices; describe how to process Invoices, Credit Notes,Discounts, and Invoice Reductions. Upon completion of thiscourse, users will be able to create invoices for payment of localtroops and how to create and replenish Petty Cash/Imprestaccounts. It also explains how to execute six types of DownPayments.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview113:Umoja Accounts Payable Overview201:Umoja ECC Navigation202:Umoja SRM NavigationModulesThis course includes the following modules:Course IntroductionModule 1: GL Accounts for Accounts PayableModule 2: Processing Invoices with a Purchase OrderFA.02 FA User (AP)Module 3: Processing Invoices without a Purchase OrderModule 4: Credit Memos and Evaluated Receipt SettlementUmojaEnterpriseRolesFA.04 FA Petty Cash Imprest UserModule 5: Down PaymentsModule 6: Accounts Payable ReportsFA.05 FA Senior User (GL/AP/AR/CO)FA.07 FA Approver (AP)Course SummaryCourse AssessmentCourse Survey (optional)Copyright United Nations22

FI330: Umoja Accounts Receivable ProcessLMS LMS-1330High Level Overview2 DaysUmoja Accounts Receivable Process introduces thebusiness process associated with the Accounts Receivableprocess and how the Umoja solution will support thisprocess. This course outlines the steps involved in CustomerInvoice Processing (AR), Incoming Payment Processing,Collections and Write-offs.Instructor Led Training (ILT)Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview115:Umoja Accounts Receivable Overview201:Umoja ECC Navigation202:Umoja SRM NavigationModulesThis course includes the following modules:Course IntroductionModule 1: Introduction to Accounts ReceivableFA.03 FA User (AR)Module 2: Customer Invoice ProcessingModule 3: Incoming Payment ProcessingModule 4: CollectionsUmojaEnterpriseRolesFA.05 FA Senior User (GL/AP/AR/CO)Module 5: Write-OffsCourse SummaryCourse AssessmentFA.08 FA Approver (AR)Course Survey (optional)Copyright United Nations23

FI332: Umoja Asset Accounting ProcessLMS CodeLMS-1332Duration1 DayDeliveryMethodInstructor Led Training (ILT)LevelCoursePrerequisitesHigh Level OverviewUmoja Asset Accounting describes the key roles andresponsibilities in Asset Accounting and the processes thatcomprise the lifetime of an asset. This course explains how tomaintain an asset under construction, how to execute the assetcapitalization process for assets under construction, standaloneassets, and finance leases. It details how to complete adepreciation run; the transaction to impair an asset; thetransaction to retire an asset by donation, scrapping, and sale;and the transaction to transfer an asset and mass transfer multipleassets.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewModules118:Umoja Asset Accounting Overview201:Umoja ECC NavigationThis course includes the following modules:Course IntroductionModule 1: Umoja Asset Accounting ReviewModule 2: Acquisition of Fixed AssetsFA.15 FA Asset Accounting UserModule 3: Depreciation of AssetsUmojaEnterpriseRolesModule 4: Impairment of Fixed AssetsModule 5: Retirement of Fixed AssetsModule 6: Transfer of Fixed AssetsFA.16 FA Asset Accounting Senior UserModule 7: Asset Accounting ReportingCourse SummaryCopyright United Nations24

FI371: Umoja Bank ReconciliationLMS CodeLMS-1947Duration1 DayDeliveryMethodInstructor Led Training (ILT)LevelHigh Level OverviewThe purpose of the Umoja Bank Reconciliation course is toprovide step- by -step guidance on how to processuncleared transaction items through established sub-ledgerbank clearing accounts, between a physical bank accountmaintained by a financial institution and the General Ledgernominal bank account maintained in the Umoja system.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview113:Umoja Accounts Payable OverviewCoursePrerequisitesModules201:Umoja ECC NavigationThis course includes the following modules:FA.01 FA User (GL)Course IntroductionModule 1: Introduction to Bank ReconciliationUmojaEnterpriseRolesModule 2: Outgoing PaymentsCourse SummaryFA.03 FA User (AR)Course AssessmentCourse Survey (optional)Copyright United Nations25

Functional Area:Funds & CostManagementCopyright United Nations26

FI104: Umoja Funds Management OverviewLMS CodeLMS-1338Duration2 HoursDeliveryMethodComputer Based Training (CBT)LevelCoursePrerequisitesHigh Level OverviewUmoja Funds Management Overview examines the FundsManagement process and integration points with other areas offinance. This course will explain the Budgeting processes,Earmarked funds, Budget Availability Control (AVC), andBudget Closing operations. It incorporates the Master Dataelements associated with this process and reporting capabilitiesthrough Umoja Business Intelligence (BI).Level 1101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewBP.11 BP Approver Global - Bank DataUmojaEnterpriseRolesModulesThis course includes the following modules:FA.13 FA Month End UserCourse IntroductionFA.15 FA Asset Accounting UserModule 1: Umoja Funds Management IntroductionFA.16 FA Asset Accounting Senior UserModule 2: Funds Management Master DataModule 3: Budget DistributionFM.01 FM Budget Officer UserModule 4: Budget ImplementationFM.02 FM Budget ApproverModule 5: Budget Closing OperationsFM.03 FM Accounting Office UserCourse SummaryFM.06 FM Funds Commitment ApproverCourse AssessmentFM.07 FM Earmarked Funds Documents CertifierCourse Survey (optional)Copyright United Nations27

FI108: Umoja Cost and Management Accounting OverviewLMS CodeLMS-1342Duration2 HoursDeliveryMethodComputer Based Training (CBT)LevelHigh Level OverviewUmoja Cost and Management Accounting Overview definesCost Accounting within the Umoja solution, and identifies thekey roles and responsibilities of those contributing to theprocess.This course describes the benefits of Umoja Cost Accountingand addresses cost allocations. It incorporates the MasterData elements associated with this process and reportingcapabilities through Umoja Business Intelligence (BI).Level 1101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewCoursePrerequisitesModulesThis course includes the following modules:FA.13 FA Month End UserFA.15 FA Asset Accounting UserUmojaEnterpriseRolesCourse IntroductionModule 1: Umoja Cost and Management AccountingModule 2: Cost and Management Accounting Master DataFA.16 FA Asset Accounting Senior UserFM.01 FM Budget Officer UserModule 3: Cost and Management Accounting ProcessesCourse SummaryCourse AssessmentFM.02 FM Budget ApproverCourse Survey (optional)Copyright United Nations28

FI309: Umoja Budget DistributionLMS LMS-1303High Level Overview1.5 DaysUmoja Budget Distribution introduces the business processassociated with Budget Processing and how the Umoja solutionwill support this process. This course will illustrate how to enteror upload a budget allotment and supplement, and how tocomplete activities related to a budget transfer and budgetreturn. It also details the steps required to close out a budget.Instructor Led Training (ILT)Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview104:Umoja Funds Management Overview106:Umoja Grants Management OverviewModulesThis course includes the following modules:Course IntroductionModule 1: Budget Distribution in Umoja – Overview201:Umoja ECC NavigationModule 2: Budget Enter ProcessModule 3: Budget Transfers (Allotments & Redeployments)FM.01 FM Budget Officer UserUmojaEnterpriseRolesModule 4: Budget Supplements (Commitment Authority)Module 5: Budget Returns (Savings)FM.02 FM Budget ApproverModule 6: Budget Closing ActivitiesModule 7: Documents and WorkflowsFM.03 FM Accounting Office UserCourse SummaryCourse AssessmentCourse Survey (optional)Copyright United Nations29

FI310: Umoja Budget ImplementationLMS CodeLMS-1564Duration1 DayDeliveryMethodInstructor Led Training (ILT)LevelCoursePrerequisitesHigh Level OverviewUmoja Budget Implementation explains the purpose of precommitments and funds commitments and describes therelated workflow process. This course outlines how to create,change and zero out a funds pre-commitment, fundscommitment, travel funds commitment, funds blocks andreservations, and describes how to view the status of a fundscommitment or pre-commitment.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview104:Umoja Funds Management OverviewModulesThis course includes the following modules:Course Introduction106:Umoja Grants Management Overview201:Umoja ECC NavigationModule 1: Introduction to Funds CommitmentModule 2: Funds Pre-commitmentModule 3: Funds CommitmentFM.01 FM Budget Officer UserUmojaEnterpriseRolesModule 4: Travel Funds CommitmentModule 5: Funds Blocks & Funds ReservationsFM.02 FM Budget ApproverModule 6: Budget Implementation Workflows & ReportsFM.03 FM Accounting Office UserCourse SummaryFM.06 FM Funds Commitment ApproverCourse Survey (optional)FM.07 FM Earmarked Funds Documents CertifierCourse AssessmentCopyright United Nations30

FI314: Umoja Cost and Management Accounting ProcessLMS CodeLMS-1308Duration2.5 DaysDeliveryMethodInstructor Led Training (ILT)LevelCoursePrerequisitesHigh Level OverviewUmoja Cost and Management Accounting Process describeshow to enter, view and reverse an activity allocation and amanual cost allocation. This course addresses the steps tocreate, maintain, execute, and delete an indirect activityallocation, an assessment cycle and a distribution cycle. Uponcompletion of this course, a user will be able to set an activityrate and identify the different types of cost allocations.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverview108:Umoja Cost & Management AccountingOverview201:Umoja ECC NavigationModulesThis course includes the following modules:Course IntroductionModule 1: Umoja Cost and Management Accounting ReviewModule 2: Manual Cost AllocationFA.13 FA Month End UserUmojaEnterpriseRolesModule 3: Direct Activity AllocationModule 4: Allocation CyclesFA.15 FA Asset Accounting UserModule 5: Cost and Management Accounting ReportsCourse SummaryFA.16 FA Asset Accounting Senior UserCourse AssessmentCourse Survey (optional)Copyright United Nations31

Functional Area:Grants &ProjectManagementCopyright United Nations32

FI106: Umoja Grants Management OverviewLMS CodeLMS-1340Duration2 HoursDeliveryMethodComputer Based Training (CBT)LevelCoursePrerequisitesHigh Level OverviewGrants Management Overview is an introduction to GrantsManagement in Umoja. This course lists the key roles andresponsibilities involved in the GM process and describes thekey changes and benefits of Umoja GM. It details theelements that constitute GM Master Data and outlines the GMprocess in Umoja.Level 1101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewModulesFM.08 GM Account UserFM.09 GM Account CreatorThis course includes the following modules:FM.10 GM Account ApproverUmojaEnterpriseRolesFM.13 GM Budget User UnreleasedCourse IntroductionFM.14 GM Budget User ReleasedModule 1: Introduction to Grants ManagementFM.15 GM Budget Approver UnreleasedModule 2: Grants Management Master DataFM.16 GM Budget Approver ReleasedModule 3: Grants Management for Grantee Process in UmojaPP.01 Project Management ApproverCourse SummaryPP.02 Project Management UserCourse AssessmentPP.03 Project Management Master Data MaintainerCourse Survey (optional)Copyright United Nations33

FI311: Umoja Grants Management Process – Framework ILMS CodeDuration2.5 DaysDeliveryMethodInstructor Led Training igh Level OverviewLMS-1306Umoja Grants Management - Framework 1 explains the key conceptsfor the GM for Grantee Process, lists the key roles and responsibilitiesinvolved in the process, and describes the Master Data elements usedand outlines the high-level process steps. The course also detailsFramework 1 grants, including how to create the key Master Dataelements, create and approve an unreleased grant budget, perform therequired billing activities, create a released grant budget, and close aframework 1 grant. Finally, the course reviews the reports involved inthe GM for Grantee process.Level 3101:Umoja Overview102:Umoja Master Data & Coding BlockOverviewModules106:Umoja Grants Management Overview201:Umoja ECC PP.02PP.03GM Account UserGM Account CreatorGM Account ApproverGM Budget User UnreleasedGM Budget User ReleasedGM Budget Approver UnreleasedGM Budget Approver ReleasedProject Management ApproverProject Management UserProject Management Master Data MaintainerThis course includes the following modules:Course IntroductionModule 1: Grants Management ReviewModule 2: Set Up Master DataModule 3: Create Unreleased Grant BudgetModule 4: Perform Grant BillingModule 5: Create Released Grant BudgetModule 6: Close GrantModule 7:

PP.03 Project Management Master Data Maintainer SA.01a SA Requisitioner (Shopping Carts - goods/services excluding HR) SA.01b SA Requisitioner (Shopping Carts - HR for . components of the tools and describes the overall data architecture. Upon completion of this course, users will know how to access and execute a report in the BI environment.