Consolidated Fiscal Reporting System (CFRS)

Final Validation of your CFR Submission

Steps & Notes

• After you have completed all of the required schedules for a CFR submission, you must then validate the entire submission.  The submission must pass all Validation tests, have a Document Control Number (DCN) assigned to it, and be Prepared for Upload, before you can upload it to the CFR web site.
• From either the File Menu, or the CFR Navigation Menu, select the "Utility" menu and then select the "Validate Submission" option, as noted in the below illustration(s):

  

  or

   

• When The CFRS - Validate Submission screen displays, Click the "Perform Validations" button, as noted below:

  

• After the system checks the entire submission’s data it will display a Messenger box describing any critical errors, which, as noted below, are clearly marked with "FAILURE." You must fix these errors before you can validate the submission.

  

• To fix any critical errors, click the "Close" button on the CFRS - Validate Submission screen, and the CFRS Menu displays. Navigate to the specific schedule that has errors, fix the errors, and then repeat steps 1 and 2.
• Note(s):
  • Financial questions related to validation errors should be directed to the appropriate State Agency’s Finance Department, for discussion and resolution.
  • If your question relates to the functionality of the CFR software itself, then please contact the CFR Help Desk for assistance, at 1-800-HELP-NYS.
  • After the sumbission is successfully validated, the DCN will be assigned, as seen below:

    

    To print a copy of the validation status, click the Print button.

• Note(s):
  • When a submission passes all validation requirements, the system assigns a Document Control Number (DCN).  This number displays in the status bar at the bottom of any open submission screen.  If a DCN has not been assigned yet, the status bar will display "DCN: Not assigned."  Be aware, if you update a submission, in any way, after the DCN has been assigned, then the system will require revalidation, after which a new DCN will be assigned.
  • If you need to close the CFRS - Validate Submission screen without taking any action, click the "Close" button.
  • It is strongly advised that you create a backup of your CFRS database, once you have successfully validated your submission and a DCN has been assigned to it.

Now please read the Prepare for Upload Instructions.

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