Peoplesoft FSCM Online Training

  • Introduction to PeopleSoft 9.1
    • Navigating PeopleSoft Applications
    • Signing into PeopleSoft Applications
    • Identifying PeopleSoft Internet Application (PIA) components
    • Identifying Shortcut Keys
    • Personalizing Content and Layout
    • Adding Favorites
    • Retrieving Data
    • Using PeopleBooks
    • Understanding System Structure
    • Explaining the PeopleSoft Internet Architecture
    • Discussing the Structure of PeopleSoft Tables and Relational Databases
    • Illustrating Effective Dating Defining Business Units and Set IDs
    • Identifying Types of PeopleSoft Tables
    • Describing Business Units
    • Explaining the Relationships of Business Units and Set IDs
    • Using PeopleSoft Process Scheduler and Reporting Tools
    • Describing PeopleSoft Process Scheduler
    • Using the Process Monitor
    • Identifying Reporting Tools
    • Running Reports
    • Performing Queries
    • Submitting Reports Using PS/nVision
    • Utilizing ChartFields
    • Explaining ChartFields
    • Identifying Delivered ChartFields
    • Configuring ChartFields
  • General Ledger 9.1
    • Creating the General Ledger Structure
    • Basic Elements of PeopleSoft General Ledger
    • Implementation Steps for PeopleSoft General Ledger
    • PeopleSoft General Ledger Table Structure
    • Establishing General Ledger Business Units
    • Applying General Ledger Tableset Sharing
    • Setting Installation Options and Common Definitions
    • Setting Up Installation Options
    • Establishing User Preferences
    • Establishing Account Types Creating Detail Calendars
    • Defining Business Calendars
    • Defining ChartFields and ChartField Values
    • Planning and Creating PeopleSoft Trees
    • Defining the Significance of PeopleSoft Trees
    • Defining Tree Manager Terminology
    • Creating PeopleSoft Trees
    • Modifying Trees Using Tree Manager
    • Preparing for Journal Processing
    • Defining Ledger Templates
    • Defining Ledgers and Ledger Groups
    • Associating Ledgers with a Business Unit
    • Maintaining Accounting Periods
    • Defining Journal Entry Templates
    • Defining Journal Sources, Classes and Speed Types
    • Implementing ChartField Combination Editing
    • Defining ChartField Combination Edits
    • Link Combination Edits to Business Units
    • Building the Combination Edit Data Tables
    • Maintaining Combination Edits
    • Inquiring on Combination Edit Data
    • Describing the Journal Process Flow
    • Processing PeopleSoft General Ledger Data
    • Reviewing Journals and Determining their Status
    • Editing and Posting Journals
    • Maximizing PeopleSoft General Ledger Processing
    • Automating Journals Selecting a Statistical Method
    • Setting Up Suspense Error Handling
    • Analyzing Financial Information
    • Processing General Ledger Data Importing Spreadsheet Journals
    • Preparing the Workbook for Journal Upload
    • Configuring the Spreadsheet
    • Creating the Workbook
    • Importing Spreadsheet Journals
    • Performing Year End Close
    • Defining PeopleSoft Year End Close
    • Defining ChartField Value Sets
    • Defining Closing Rules
    • Processing PeopleSoft Year End Close
    • Running the Closing Trial Balance Report
    • Describing the Archiving Process
    • Implementing Interunit and Intraunit Accounting
    • Selecting an Appropriate Interunit Approach
    • Defining Interunit and Intraunit Transactions
    • Performing Required Interunit and Intraunit Setup
    • Reconciling Interunit Activity
    • Unposting Interunit Journals
    • Reporting Results with PS/nVision
    • Defining the PS/nVision Elements
    • Creating PS/nVision Layouts
    • Running PS/nVision Reports
    • Implementing Documenting Sequencing for General Ledger Defining Document Sequencing
    • Preparing for Document Sequencing
    • Processing Document Sequencing
  • Purchasing 9.1
    • Business Process Overview
      • Understanding the PeopleSoft Purchasing Business Process Flow and Functionality
      • Understanding the Integration Points between PeopleSoft Purchasing and other PeopleSoft Applications
      • Understanding the Default Hierarchy
      • Finding Information About PeopleSoft Purchasing in Peoplebooks
    • Establishing Business Units and Processing Options
      • Defining Installation Parameters
      • Creating PeopleSoft Purchasing Business Units
      • Creating PeopleSoft Purchasing Processing Options
    • Setting Up Required Table Information
      • Creating Locations
      • Adding Ship To Locations
      • Setting Up User Preferences
      • Setting Up Requesters
      • Setting Up Buyers
    • Determining Vendor Basics
      • Configuring the Vendor Set Control Page
      • Searching for a Vendor
      • Adding a New Vendor
    • Setting Up Purchasing Items
      • Creating Item Categories
      • Creating Purchasing Items
      • Copying and Loading Items
      • Approving Items
      • Creating Units of Measure
      • Setting Up a Purchasing Kit
    • Creating Requisitions
      • Explaining the Requisition Business Process Flow
      • Describing Requisitions
      • Creating Requisitions Online
      • Managing the Requisition Reconciliation Workbench
      • Describing the Process to Load Requisitions from other PeopleSoft Applications
    • Sourcing Requisitions and Creating Purchase Orders
      • Describing Sourcing
      • Sourcing Requisitions Online
      • Sourcing Requisitions by Using the Auto-select Requisitions Process
      • Building Inventory Demand
      • Using the Sourcing Workbench Component
      • Identifying Sourcing Methods
      • Configuring the PO Calculations Process
      • Configuring the Create PO Process
    • Managing Purchase Orders
      • Explaining the Purchase Order Business Process and Structure
      • Creating and Updating Purchase Orders
      • Creating a Purchase Order by Copying from Another Document
      • Using the Purchase Order Reconciliation Workbench
      • Evaluating Options to Dispatch Purchase Orders
      • Demonstrating Receiving
      • Describing the Receiving Business Process
      • Identifying Receiving Setup Information
      • Defining Receipt Statuses
      • Creating a Receipt with a Purchase Order
      • Creating a Receipt Without a Purchase Order
      • Describing How Purchasing Receipts Interface with Other PeopleSoft Applications
    • Demonstrating the Change Order and Delete Functionality
      • Describing the Change Order Template
      • Creating Change Orders for Purchase Orders
      • Viewing Purchase Order Change Order History
      • Deleting a Purchase Order
      • Distinguishing Between Purchase Order Cancellations and Deletions
      • Describing the Change Order Request Process
      • Describing Requisition Change Order Tracking
      • Describing Requisition Deletion
    • Configuring Additional Procurement Options
      • Describing Distribution Networks
      • Setting Up Miscellaneous Charges/Landed Cost Templates
      • Combining Miscellaneous Charges with Items on Purchase Orders
      • Describing Procurement Cards
    • Setting Up Sales and Use Tax
    • Maintaining Price Adjustments
      • Setting Up Vendor Price Adjustment Rules
      • Setting Up Purchase Order Schedule Price Adjustments
    • Creating and Using Purchasing Contracts
      • Defining Contract Set Controls
      • Explaining Master Contracts
      • Creating Purchasing Contracts
      • Generating Contract Purchase Orders
      • Explaining Blanket Purchase Orders
    • Using Commitment Control in PeopleSoft Purchasing
      • Enabling Commitment Control in PeopleSoft Purchasing
      • Demonstrating Document Tolerance Checking
      • Demonstrating the Budget Checking Process
    • Account Payables 9.1
      • Defining Core Tables
      • Setting Installation Options
      • Utilizing TableSets
      • Establishing User Preferences
      • Creating Locations
      • Identifying Currency Options
      • Defining ChartFields
      • Creating Accounting Entry Templates
      • Setting Up Sales and Use Tax Options
      • Setting Up Payables Business Units
      • Identifying General Ledger Business Units
      • Viewing Commitment Control Options
      • Creating a Payables Definition
      • Modifying Payables Options
      • Defining Banks
      • Identifying Common Banking Terms
      • Identifying the Basic Steps of Bank Setup
      • Defining Banks
      • Setting up Bank Branches
      • Defining External Accounts
      • Setting up Payment Data
      • Entering Payment Terms Setting up Additional Payment Data
      • Adding Vendors
      • Explaining Vendors
      • Establishing Vendor Information
      • Adding Vendors
      • Explaining Vendor Conversations
      • Deactivating Vendors
      • Entering Miscellaneous Data
      • Enabling Entry Events
      • Defining Landed Costs
      • Processing Vouchers
      • Identifying Voucher Basics
      • Identifying Voucher Types
      • Manually Uploading Vouchers
      • Creating Quick Invoice Entries
      • Closing, Unposting and Deleting Vouchers
      • Updating Open Items
      • Correcting Voucher Errors
      • Approving Vouchers
      • Utilizing Control Groups
      • Creating Control Groups
      • Deleting a Control Group
      • Running the Control Group Register
      • Creating Voucher Contracts
      • Describing Voucher Contracts
      • Establishing Contract Set Controls Defining Voucher Contracts
      • Closing Voucher Contracts
      • Processing Batch Vouchers
      • Creating a Pay Cycle
      • Identifying Payment Creation Steps
      • Running the Pay Cycle
      • Viewing Payment References
      • Creating a Manual Positive Payment
      • Managing Trouble Shooting
      • Posting Payments
      • Matching
      • Explaining Matching
      • Entering Match Rules and Tolerances
      • Creating Debit Memos
      • Viewing Matching Reports
      • Creating and Managing Payments
      • Using Express Checks
      • Creating Manual Payments
      • Canceling Payments
      • Processing Escheated Payments
      • Processing Rescheduled Payments
      • Creating Drafts
      • Running Batch Processes
      • Running Journal Generator
      • Viewing Open Liabilities Running Inquiries and Reports
      • Viewing PeopleSoft Payables Inquiries
      • Viewing Payables Metrics
      • Running Payables Reports
    • Receivables 9.1
      • Describe PeopleSoft Enterprise Receivables 8.9
      • Implementing Receivables
      • Integrating with Other PeopleSoft Enterprise Products
      • Establishing PeopleSoft Receivables Business Units
      • Establishing a PeopleSoft Receivables Business Unit
      • Defining SetIDs
      • Using Record Groups
      • Defining Receivables Tables
      • Establishing Installation Options and User Preferences
      • Setting up Core Credit and Collection Options
      • Setting up Action Owners and Audit History
      • Setting Up Payment Terms
      • Establishing Reference Qualifier Codes
      • Setting Up Detail Calendars
      • Setting Up Receivables Options
      • Setting Up Customers
      • Entering and Maintaining Customer Information
      • Modifying Customer Credit Profiles
      • Establishing Customer Contacts Defining Item Processing Tables
      • Setting Up Origin IDs
      • Setting Up Distribution Codes
      • Identifying System Functions
      • Identifying Entry Types and Entry Reasons
      • Establishing Item Entry Types
      • Entering Items
      • Entering Items Online
      • Receiving External Pending Items
      • Performing the Receivable Update Process
      • Managing Item and Customer Inquiries and Maintenance
      • Reviewing Item Information
      • Updating Item Details
      • Using Conversations
      • Researching Customer Accounts
      • Defining Payment Processing
      • Setting Up Deposit Types
      • Defining Bank Account Information
      • Establishing Automatic Entry System Functions
      • Entering Payments
      • Entering Regular Deposits
      • Entering Express Deposits
      • Processing Cash Drawer Receipts
      • Receiving Electronic Payments
      • Correcting Errors in Deposits
      • Journaling Payments Directly Managing Payment Worksheets
      • Building Payment Worksheets
      • Applying Payments Across Business Units
      • Analyzing Overpayments
      • Applying Underpayments
      • Inquiring on Payments Set to Post
      • Applying Payments to Items Using Multiple Currencies
      • Running the Journal Generator Process
      • Performing Payment Inquiries
      • Using Payment Predictor
      • Constructing Payment Predictor Methods
      • Using the Payment Predictor Process
      • Analyzing Payment Predictor Reports
      • Managing Item Maintenance
      • Using Maintenance Worksheets
      • Unposting a Payment
      • Using Transfer Worksheets
      • Using the Automatic Maintenance Process
      • Setting Up Automatic Maintenance
      • Aging Receivables
      • Defining History Elements
      • Setting Up Aging Control Tables
      • Creating History Inquiries and Aging Requests
      • Generate Aging Reports Setting Up Exception and Collection Processing
      • Describing Exception and Collection Processing
      • Setting Up Actions and Action Templates
      • Setting Up Collection and Assessment Rules
      • Using Credit, Collections, and Exceptions
      • Working with Actions
      • Obtaining D&B Information
      • Generating Statements
      • Reviewing Customer and Item Information
      • Explaining the Correspondence Process
      • Creating Statements
    • Expenses 9.1
      • Defining General Options
      • Defining Installation Options for Expenses
      • Setting Up Expenses Options
      • Setting Up Expenses Business Units
      • Defining DCAA Requirements (USA)
      • Identifying Common Data and Global Features
      • Setting up Security and Approvals
      • Setting Up Expense Users and Permission Lists
      • Defining Approval and Audit Rules
      • Defining Approval Options
      • Setting Up Expenses Structure
      • Defining Business Rules for Expenses Setting Up Expense Management Functions
      • Setting Up Locations and Rates
      • Creating Expense Templates
      • Setting Up Employee Data
      • Loading Employee Data
      • Maintaining Employee Profiles
      • Processing Travel Authorizations
      • Creating Travel Authorization Templates
      • Creating Travel Authorizations
      • Processing Expense Transactions
      • Modifying User Defaults
      • Processing Cash Advances
      • Preparing Cash Advances
      • Creating Time Reports
      • Approving Expense Transactions
      • Describing Summary Approval Options
      • Performing Approvals and Audits
      • Modifying Approved Transactions
      • Processing Payments
      • Describing the Expenses Payment Process
      • Staging Payments for Processing
      • Processing Payments in PeopleSoft Payables
      • Sending Payments to Payroll
      • Reviewing Payments
      • Integrating with PeopleSoft Project Costing Processing Project-related Expense Transactions
      • Sending Transactions to Project Costing
      • Integrating with PeopleSoft General Ledger
      • Posting Liabilities and Payments
      • Examining Accounting Entries
      • Establishing Links with the General Ledger
      • Using the Journal Generator
      • Rolling Over Travel Authorization Encumbrances
      • Managing Expense Transaction Exceptions
      • Canceling Expense Payments in Payables
      • Unposting Expense Reports
      • Modifying and Closing Cash Advances and Expense Reports
      • Creating Accounting Adjustments for Expense Reports
      • Reconciling Cash Advances
      • Processing External Data
      • Describing External Expense Data
      • Reconciling Airline Tickets
      • Processing Imported Credit Card Data
      • Using Automated Teller Machine Data
      • Using Benchmark Data
      • Examining and Archiving Expense Information
      • Running Expenses Queries
      • Running Reports
      • Archiving Expense Transactions
    • Asset Management 9.1
      • Business Process Overview
      • Defining the Asset Lifecycle Management (ALM) Solution
      • Describing the Asset Transaction Flow
      • Describing Asset Management System Integration
      • Describing the Implementation of Asset Management
      • Describing the Conversion Process for Asset Management
      • Navigating through Asset Management
      • Defining General Options
      • Setting Up Installation Options
      • Defining User Preferences
      • Defining Locations, Calendars and ChartField Values
      • Setting Up Asset Management
      • Creating Asset Books
      • Creating Business Units
      • Defining Open Periods
      • Setting Up Value Added Tax (VAT) Defaults
      • Adding Assets
      • Describing the Methods for Adding Assets Online
      • Describing the Tables Used for Asset Management
      • Adding Assets Using Express Add
      • Adding Assets Using Basic Add
      • Identifying Hazardous Assets
      • Managing Asset Insurance, Maintenance, Warranties and Repair
      • Tracking Asset Insurance
      • Defining and Tracking Asset Maintenance Tracking Asset Maintenance Contracts
      • Creating and Applying Warranties
      • Reviewing Maintenance History
      • Maintaining Leased Assets
      • Desribing Lease Types
      • Defining Lease Payment Schedules
      • Creating Leased Assets
      • Defining Step Leases
      • Generating Lease Reports
      • Adjusting, Recategorizing and Transferring Assets
      • Adjusting Asset Information
      • Reviewing Asset Cost History
      • Recategorizing Assets
      • Transferring Assets Within and Between Business Units
      • Summarizing Cost Rows
      • Retiring and Reinstating Assets
      • Retiring Assets Manually
      • Retiring Fully Depreciated Assets Automatically
      • Using the Disposal Worksheet to Retire Assets
      • Describing Retirement Integration with Other PeopleSoft Applications
      • Reinstating Assets
      • Maintaining Parent and Child Assets
      • Adding Parent and Child Assets
      • Adjusting Parent and Child Assets
      • Recategorizing Parent and Child Assets
      • Performing Transfers of Parent and Child Assets
      • Retiring of Parent and Child Assets Reviewing the Net Book Value of Parent-Child Assets
      • Depreciating Assets
      • Describing How Asset Management Calculates Depreciation
      • Reviewing and Modifying Open Transactions
      • Performing the Depreciation Calculation Process
      • Recalculating Depreciation and Performing What-If Calculations
      • Depreciating Assets France
      • Configuring and Depreciating Assets Using the Derogatory Method
      • Creating Accounting Entries for Derogatory Depreciation
      • Configuring and Reporting Business Tax
      • Revaluing Assets
      • Running Statutory Reports
      • Depreciating Assets India
      • Describing Depreciation Processing for India
      • Processing Tax Depreciation for India
      • Depreciating Assets Japan
      • Using Special and Increased Depreciation Methods
      • Using Advanced and Composite Depreciation
      • Setting Up Currency Rounding Options
      • Generating Local Tax Reports
      • Calculating Consumption Tax When Selling Retired Assets
      • Maintaining Asset Book Information
      • Describing Asset Books and Required Information for Calculating Depreciation
      • Describing Remaining Value and Life-to-Date Depreciation Methods
      • Reviewing Changes Made to Asset Books Reporting and Charting Asset Information
      • Describing Asset Management Reporting Options
      • Generating Asset Management Reports
      • Generating Asset Charts
      • Generating Asset Accounting Entries
      • Creating and Reviewing Accounting Entries
      • Closing Depreciation
      • Closing Asset Accounting Periods
      • Listing Common Month End Processes
      • Allocating Depreciation Expense
      • Describing Depreciation Allocation
      • Defining Transaction Groups
      • Creating Allocation Entries
      • Integrating with PeopleSoft General Ledger
      • Defining the General Ledger to Accept Journal Entries
      • Defining the Link Between Asset Management and General Ledger
      • Running the Journal Generator Process
      • Integrating Asset Management with Other Products
      • Integrating with PeopleSoft Purchasing and Payables
      • Using On-Demand Processing
      • Consolidating and Unitizing Assets
      • Integrating with PeopleSoft Project Costing
      • Planning for Capital Asset Acquisitions
      • Describing Asset Budgeting and Capital Acquisition Planning
      • Defining Capital Acquisition Plans (CAP) Link Assets to a CAP
      • Review and Adjust CAP information
      • Performing Mass Changes to Assets
      • Defining and Running the Mass Change Process
      • Reviewing the Results of Mass Change
      • Running the Transaction Loader Process
      • Final Course Activity
      • Defining the Various Control Tables Required to Perform Transactions
      • Calculating Depreciation on Open Transaction
      • Creating Accounting Entries and Running Depreciation Close
      • Running the Journal Generator Process
      • Reviewing Results
    • Billing 9.1
      • Overview of the Billing Process
      • Entering a one line Bill (invoice)
      • Doing a search for a customer in the master file
      • Cancelling a Bill (invoice) in progress
      • Accounting using chartfields
      • Printing a proforma Bill (invoice)
      • Printing a final Bill (invoice)
      • Entering a multiple line Bill (invoice)
      • Tax handling - using tax codes
      • Generating a courtesy copy
      • Using Revenue Distribution codes for accounting
      • Review of proforma and final Bills