Peoplesoft Financials Online Training
0 STUDENTS ENROLLED
Introduction
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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