Peoplesoft Financials Online Training


Become an expert in accelerating business performance, enabling organizations to increase productivity and provide a lower cost of ownership with Keen Technologies PeopleSoft Financials Training.

Course Content

1. Introduction to Peoplesoft for FMS 8.9

  • Navigating PeopleSoft Applications
  • Signing into PeopleSoft Applications
  • Identifying PeopleSoft Internet Application (PIA) components
  • Identifying Shortcut Keys
  • Personalizing Content and Layout
  • Adding Favorites, Retrieving Data and Using PeopleBooks
  • Understanding System Structure and 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 and Describing PeopleSoft Process Scheduler
  • Using the Process Monitor, Identifying Reporting Tools and Running Reports
  • Performing Queries, Submitting Reports Using PS/nVision and Utilizing ChartFields
  • Explaining ChartFields and Identifying Delivered ChartFields
  • Configuring ChartFields

2.General Ledger REL 8.9

  • Creating the General Ledger Structure
  • Basic Elements of PeopleSoft General Ledger
  • Implementation Steps for PeopleSoft General Ledger and PeopleSoft General Ledger Table Structure
  • Establishing General Ledger Business Units and Applying General Ledger Tableset Sharing
  • Setting Installation Options and Common Definitions and 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 and Defining the Significance of PeopleSoft Trees
  • Defining Tree Manager Terminology and Creating PeopleSoft Trees
  • Modifying Trees Using Tree Manager, Preparing for Journal Processing and Defining Ledger Templates
  • Defining Ledgers and Ledger Groups, Associating Ledgers with a Business Unit and Maintaining Accounting Periods
  • Defining Journal Entry Templates, Defining Journal Sources and 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 and 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 and Analyzing Financial Information
  • Processing General Ledger Data Importing Spreadsheet Journals and Preparing the Workbook for Journal Upload
  • Configuring the Spreadsheet, Creating the Workbook, Importing Spreadsheet Journals and Performing Year End Close
  • Defining PeopleSoft Year End Close, Defining ChartField Value Sets and Defining Closing Rules
  • Processing PeopleSoft Year End Close, Running the Closing Trial Balance Report and 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 and 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

3.Payables REL 8.9

  • Defining Core Tables Setting Installation Options
  • Utilizing TableSets and Establishing User Preferences
  • Creating Locations, Identifying Currency Options and Defining ChartFields
  • Creating Accounting Entry Templates and Setting Up Sales and Use Tax Options
  • Setting Up Payables Business Units and Identifying General Ledger Business Units
  • Viewing Commitment Control Options and Creating a Payables Definition
  • Modifying Payables Options, Defining Banks and Identifying Common Banking Terms
  • Identifying the Basic Steps of Bank Setup and Defining Banks
  • Setting up Bank Branches, Defining External Accounts and Setting up Payment Data
  • Entering Payment Terms Setting up Additional Payment Data, Adding Vendors and Explaining Vendors
  • Establishing Vendor Information, Adding Vendors and Explaining Vendor Conversations
  • Deactivating Vendors, Entering Miscellaneous Data and Enabling Entry Events
  • Defining Landed Costs, Processing Vouchers, Identifying Voucher Basics and Identifying Voucher Types
  • Manually Uploading Vouchers, Creating Quick Invoice Entries, Closing and Unposting and Deleting Vouchers
  • Updating Open Items, Correcting Voucher Errors and Approving Vouchers
  • Utilizing, Creating and Deleting a Control Group
  • Running the Control Group Register, Creating Voucher Contract and Describing Voucher Contracts
  • Establishing Contract Set Controls, Defining Voucher Contracts and Closing Voucher Contracts
  • Processing Batch Vouchers, Creating a Pay Cycle and Identifying Payment Creation Steps
  • Running the Pay Cycle, Viewing Payment References and 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 and Using Express Checks
  • Creating Manual Payments, Canceling Payments and Processing Escheated Payments
  • Processing Rescheduled Payments, Creating Drafts, Running Batch Processes and Running Journal Generator
  • Viewing Open Liabilities Running Inquiries and Reports
  • Viewing PeopleSoft Payables Inquiries and Viewing Payables Metrics
  • Running Payables Reports

4.Receivables REL 8.9

  • 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 and 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 and Setting Up Detail Calendars
  • Setting Up Receivables Options, Setting Up Customers and Entering and Maintaining Customer Information
  • Modifying Customer Credit Profiles, Establishing Customer Contacts Defining Item Processing Tables
  • Setting Up Origin IDs, Setting Up Distribution Codes and Identifying System Functions
  • Identifying Entry Types and Entry Reasons, Establishing Item Entry Types and Entering Items
  • Entering Items Online, Receiving External Pending Items and Performing the Receivable Update Process
  • Managing Item and Customer Inquiries and Maintenance, Reviewing Item Information and Updating Item Details
  • Using Conversations, Researching Customer Accounts and Defining Payment Processing
  • Setting Up Deposit Types, Defining Bank Account Information and Establishing Automatic Entry System Functions
  • Entering Payments, Entering Regular Deposits, Entering Express Deposits and Processing Cash Drawer Receipts
  • Receiving Electronic Payments, Correcting Errors in Deposits and Journaling Payments Directly Managing Payment Worksheets
  • Building Payment Worksheets, Applying Payments Across Business Units and Analyzing Overpayments
  • Applying Underpayments, Inquiring on Payments Set to Post and Applying Payments to Items Using Multiple Currencies
  • Running the Journal Generator Process, Performing Payment Inquiries and Using Payment Predictor
  • Constructing Payment Predictor Methods and Using the Payment Predictor Process
  • Analyzing Payment Predictor Reports, Managing Item Maintenance and Using Maintenance Worksheets
  • Unposting a Payment, Using Transfer Worksheets and Using the Automatic Maintenance Process
  • Setting Up Automatic Maintenance, Aging Receivables and 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 and Creating Statements

5.Expenses REL 8.9

  • Defining General Options and Defining Installation Options for Expenses
  • Setting Up Expenses Options and 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 and Setting Up Expenses Structure
  • Defining Business Rules for Expenses, Setting Up Expense Management Functions
  • Setting Up Locations and Rates, Creating Expense Templates and Setting Up Employee Data
  • Loading Employee Data, Maintaining Employee Profiles and Processing Travel Authorizations
  • Creating Travel Authorization Templates, Creating Travel Authorizations and Processing Expense Transactions
  • Modifying User Defaults, Processing Cash Advances and Preparing Cash Advances
  • Creating Time Reports, Approving Expense Transactions and Describing Summary Approval Options
  • Performing Approvals and Audits, Modifying Approved Transactions and Processing Payments
  • Describing the Expenses Payment Process, Staging Payments for Processing and Processing Payments in PeopleSoft Payables
  • Sending Payments to Payroll and Reviewing Payments
  • Integrating with PeopleSoft Project Costing Processing Project-related Expense Transactions
  • Sending Transactions to Project Costing and Integrating with PeopleSoft General Ledger
    Posting Liabilities and Payments
  • Examining Accounting Entries, Establishing Links with the General Ledger and Using the Journal Generator
  • Rolling Over Travel Authorization Encumbrances and 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 and Processing External Data
  • Describing External Expense Data, Reconciling Airline Tickets and Processing Imported Credit Card Data
  • Using Automated Teller Machine Data, Using Benchmark Data and Examining and Archiving Expense Information
  • Running Expenses Queries, Running Reports and Archiving Expense Transactions

6.Asset Management REL 8.9

  • Business Process Overview, Defining the Asset Lifecycle Management (ALM) Solution
  • Describing the Asset Transaction Flow and Describing Asset Management System Integration
  • Describing the Implementation of Asset Management and Describing the Conversion Process for Asset Management
  • Navigating through Asset Management, Defining General Options and Setting Up Installation Options
  • Defining User Preferences, Defining Locations, Calendars and ChartField Values and Setting Up Asset Management
  • Creating Asset Books, Creating Business Units, Defining Open Periods and Setting Up Value Added Tax (VAT) Defaults
  • Adding Assets, Describing the Methods for Adding Assets Online and Describing the Tables Used for Asset Management
  • Adding Assets Using Express Add, Adding Assets Using Basic Add and Identifying Hazardous Assets
  • Managing Asset Insurance, Maintenance, Warranties and Repair and Tracking Asset Insurance
  • Defining and Tracking Asset Maintenance, Tracking Asset Maintenance Contracts and Creating and Applying Warranties
  • Reviewing Maintenance History, Maintaining Leased Assets, Describing Lease Types and 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 and Recategorizing Assets
  • Transferring Assets Within and Between Business Units, Summarizing Cost Rows and Retiring and Reinstating Assets
  • Retiring Assets Manually, Retiring Fully Depreciated Assets Automatically and Using the Disposal Worksheet to Retire Assets
  • Describing Retirement Integration with Other PeopleSoft Applications, Reinstating Assets and 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 and Configuring and Reporting Business Tax
  • Revaluing Assets, Running Statutory Reports and Depreciating Assets – India
  • Describing Depreciation Processing for India and Processing Tax Depreciation for India
  • Depreciating Assets – Japan, Using Special and Increased Depreciation Methods
  • Using Advanced and Composite Depreciation and Setting Up Currency Rounding Options
  • Generating Local Tax Reports and Calculating Consumption Tax When Selling Retired Assets
  • Maintaining Asset Book Information and 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 and Generating Asset Management Reports
  • Generating Asset Charts, Generating Asset Accounting Entries and Creating and Reviewing Accounting Entries
  • Closing Depreciation, Closing Asset Accounting Periods and Listing Common Month-End Processes
  • Allocating Depreciation Expense, Describing Depreciation Allocation and Defining Transaction Groups
  • Creating Allocation Entries and 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 and Integrating Asset Management with Other Products
  • Integrating with PeopleSoft Purchasing and Payables, Using On-Demand Processing and Consolidating and Unitizing Assets
  • Integrating with PeopleSoft Project Costing and Planning for Capital Asset Acquisitions
  • Describing Asset Budgeting and Capital Acquisition Planning and 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 and Final Course Activity
  • Defining the Various Control Tables Required to Perform Transactions and Calculating Depreciation on Open Transaction
  • Creating Accounting Entries and Running Depreciation Close and Running the Journal Generator Process
    Reviewing Results


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