The Pennsylvania State University - Administrative Information Services, a unit of Information Technology Services

Frequently Asked Questions (FAQ)

Where can I find information on the following form actions/functions: BAFM, BFMB, BFSN, IGFM, EPRR, PAFM, PPRR?

To view detailed information including screen captures, visit the Form Actions and Functions page.

I am a new IBIS user. Is there training available that could help me become comfortable with the IBIS system?

Yes, IBIS training is provided through the Human Resources Professional Development Opportunities for Faculty and Staff, Rider Building. For more information, visit Human Resource Development Center or call (814) 865-8216. Visit Training Opportunities for Administrative Computing for additional training information and opportunities.

I am having trouble completing several IBIS forms. Is there any helpful documentation available to assist me with these?

Yes, Online documentation is available for a large portion of IBIS forms, including purchase orders.

What is the difference between Form Actions: "RER" and "FWD"?

"RER" is used to reroute a form if it is sitting with a user and needs to be processed. "FWD" keeps the form moving and off of the user's screen but will get returned to the user once the off path approves it.

For more detail, refer to the available IBIS Online documentation.

How do locate a form after I have added and submitted it?

In the 'Form Action' field, type "HIS".

Press F12 to view the history of the form.

On the ICAG screen, how do I read the net line view details?

There are two options for this question:

  1. You may review the available Online documentation, or
  2. The calculation for the net line displayed on ICAG equals: Expense Balance minus Unrealized Income.

For accounts where the income received exceeds the amount budgeted, the calculation would be: Expense Balance minus Income Balance. This calculation works well for restricted accounts but does not apply well for other account types.

If you would prefer to calculate net differently, it is recommended that you use the FIT software. This reporting tool provides a variety of options to calculate the net balance.

Why am I getting the error message: "The next approver is not authorized to approve..."

This message appears:

  1. when the dollar amount exceeds that limit of the next default approver and PF4 has not been used to view the path, or
  2. if you have forgotten to view users who are on the path and the default approver is out of the office, so is their proxy. Note: Review the available Online documentation on the IBIS Approval Path Maintenance System.

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