The following is a list of training courses and manuals available from the PeopleSoft training team. To access a copy of the training manual, click on the title of the course. You must have Adobe Reader installed on your computer in order to retrieve online manuals. If you are in need of a course which is not listed or if you have any questions, please contact the training team.

PeopleSoft 9.2 Employee Self Service User Guide Office of Human Resources HR Information Systems Revised: 1/26/2018 9 the existing phone type, simply enter the new number over the old data. Click on the Save push button to submit the data. This will automatically update the PeopleSoft CS & HCM database. PeopleSoft Test Framework Client Connection Alias Name Database Name User ID myFolder: Store tests that you do not want to share with others Folder Tests 19 20. Tests, Test Cases and Logs Logs: Displays the Status of the previous runs with the help of flags Test Cases: DEFAULT is the base Test Case that is automatically created. This PeopleSoft tutorial is here to help you to Learn PeopleSoft. In addition, our goal is to provide you with information and training on PeopleSoft including the history and technology behind it. This tutorial is directed towards anyone that wants to learn PeopleSoft and is targeted for all levels including Managers, Vice Presidents, CIO’s, CEO’s and even Presidents. Every PeopleSoft consultant uses PeopleSoft Query. But unfortunately not everyone uses it efficiently and optimally. Some people end up creating poor and inefficient queries, which run slow (making the DBAs upset), whereas some don't know even know all the powerful features offered by Peoplesoft Query and hence, under-utilize the power of the technology. For the pdf training content Click here: PeopleSoft Workflow PPT Many of the tasks that we perform in our day-to-day life cycle form a larger process or tasks. For example, an employee requesting to attend a training to his manager, the manager approving or denying it, the employee getting notified all of these form a larger process which is termed as workflow in PeopleSoft.

The following documents reveiw the changes from the PeopleSoft Upgrade effective 12/7/2018. Please click on the link to review the corresponding delta document which explains differences and new features. Thank you.

PeopleSoft Financials 9.2 Update Delta Guide

Basic Navigation

PeopleSoft 9.2 - Basic Navigation - Financials: The participant will learn basic navigation techniques in PeopleSoft 9.2

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Purchasing

Managing Requisitions Shreveport & New Orleans Campuses: The participant will learn how to enter a requisition in PeopleSoft, for Non-Contract items. The course includes the concepts of viewing requisitions, printing a requisition, inquiring on a requisition, and accessing the process monitor to monitor the status of a process

Managing Requisitions - HCSD: The participant will learn how to enter a requisition in PeopleSoft, for State Contract and Non-Contract items. The course includes the concepts of viewing requisitions, printing a requisition, inquiring on a requisition, and accessing the process monitor to monitor the status of a process.

Approving Requisitions (Workflow) - All Sites: The participant will learn to approve requisitions in PeopleSoft including approving contract requisitions, opening a worklist, approving, denying, or recycling a non-contract requisition, assigning a non-contract requisition to another user, and manually approving a non-contract requisition.

Budget Check - All Sites: The participant will learn how to edit and budget check requisitions. <Job Aid>

Receiving - Managing Shipments - All Sites: The participant will learn to receive items in PeopleSoft including the concepts of inquiring on a purchase order header panel to determine the Match status, receiving a partial shipment, receiving a complete shipment, rejecting an item after it has been received, and changing the receipt status on an item.

Managing Encumbrances: The participant will learn to manage their encumbrances and pre-encumbrances in order to assist in closing or adjusting remaining balances, as needed.

Inventory

Material Stock Request (HCSD): The participant will learn how enter a Material Stock Request in PeopleSoft.

Reporting

nVision Reports - (All Sites) : The participants will learn how to run basic nVision Reports, and prompts reports.

nVision Layouts - (All Sites): Report requests and layouts (to be used in conjuction with the nVision Reports manual).

Financials Query 9.2 pt. 8.55 Training Guide - (All Sites):The participant will learn the basics of PeopleSoft Query. The participant will learn how to open predefined queries, as well as create new queries using concepts including opening and running existing queries, creating and formatting new and existing queries using criteria and prompts, and using multiple tables in a Query.

Commonly Used Tables for Query - (All Sites): List of tables used most frequently in query.

BI Publisher Information:

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BI Publisher Reports 9.2 pt 8.55 Training Guide- BI Publisher replaces Crystal. This is the training manual that will be used in future BI Publisher classes for new users, in it you will find a Crystal to BI Publisher Report Conversion list which gives the new BI Publisher name for the old Crystal Report

Crystal Reports to BI Publisher Report Cross Reference- Displays the name of the BI Publisher Report that replaces the former corresponding Crystal Report

Older Delta Guide Archives:

PeopleSoft Financials PeopleTools 8.55 Upgrade Delta Guide- An overview of changes and features from the PeopleTools upgrade.

PeopleSoft Financials Accounts Payable PeopleTools 8.55 Upgrade Delta Guide- An overview of the minor changes and new features from the PeopleTool upgrade affecting those that use the Accounts Payable module.

PeopleSoft Financials 9.2 Delta (2016) - Features and differences between 9.1 and 9.2 PeopleSoft Financials

This article serves as a PeopleSoft Financials Tutorial, providing you with all of the information you need to know to understand what PeopleSoft Finanaicls is all about. If you’re interested in finding PeopleSoft Financials Jobs, then PeopleSoftCareer can really help with your search.

This tutorial is not a substitute for training, but rather provides a high level overview of the application, process and technology. The PeopleSoft Finacials Application covers a very broad range of products from Financials through Supply Chain to Manufacturing. The Financials module covers the accounting and financial information including Accounts Payable and Receivable. The Supply Chain module covers the ordering of your products, storage, distribution and delivery. The manufacturing modules are where you build, cost and engineer all of your products.

PeopleSoft financial management applications can help organizations of all sizes, industries, and geographies increase efficiency, reduce back-office costs, and optimize cash flow. It is made up of several core modules:

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• PeopleSoft General Ledger – General Ledger is the core financial application controlling your accounting system from generating your accounting structure to maintaining and reporting your financial performance. This module also includes a lot of inquiry pages and reports.

• PeopleSoft Planning and Budgeting
• PeopleSoft Account Payables – The Payables module covers all of your account payable needs, from receiving the invoice to calculating the optimal payment for your cash flow needs.
• PeopleSoft Billing – The Billing module creates your invoices to be issued to your customers.
• PeopleSoft Asset Management – The Asset Management module controls all of your hard physical assets. You track, depreciate, inventory and budget all of your assets, not only their intrinsic value but extras such as insurance and licensing.
• PeopleSoft Accounts Receiveable
• PeopleSoft Cash Management
• PeopleSoft Inventory – The Inventory module controls your inventory processes within one or many business units, from storage locations to controls on your items through shipping to international countries
• PeopleSoft Expenses – The Expenses module allows users to enter their expenses easier by either direct input or downloaded information from travel planner systems. Routing and approval of the expenses are in this module as well, including many reimbursement processes for your specific needs.
• PeopleSoft Purchasing

In addition to these PeopleSoft Financials modules, there are many other eModules that allow for internet self service and vendor self service. This article is a brief PeopleSoft Financials Tutorial and hopefully, you learned a bit about PeopleSoft Financials.

Related Articles:

• PeopleSoft HRMS Tutorial
• PeopleSoft Payroll Tutorial
• PeopleSoft PeopleTools Tutorial

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