Learn how to order
supplies from Central Supply or the Warehouse
Financials PeopleSoft Basics
Participants will learn how to
log on to PeopleSoft via Citrix and use the features
of the PeopleSoft Launcher
including clearing the user's
Cache to improve computer response time.
Participants will also learn the basic concepts of
PeopleSoft including navigation and data entry
techniques. Accessing and navigating the
LSUHSC Website to access the PeopleSoft Support
page, download PS Desktop on computers outside of
the office, change passwords, and the Chart of
Accounts conversion will also be covered.
The participant will perform
hands-on data entry of requisitions and learn the
process of entering requisitions in PeopleSoft
including the concepts of entering and viewing
requisitions, printing a requisition, copying a
requisition, and inquiring on a requisition.
Approval of requisitions entered by the Approver
will be covered.
The participant will learn how to
work with the Accounts Payable and Purchasing staffs
to manage outstanding encumbrances. Classroom
instruction will include the use of the Purchasing
Activity Reports, Queries that augment the
Purchasing Activity Reports and the PO Activity
Summary panel to identify encumbrances as well as
what steps should be taken to clear these
encumbrances.
The
participant will learn how to determine whether an
item (invoice) requires receipt in PeopleSoft prior
to being processed for payment by Accounts Payable
and how to receive the items in PeopleSoft.
The participant will learn how to
Edit and Budget Check a requisition. Participant
will also learn how to access the Budget Control
Exceptions panel, when a requisition fails Budget
Check, to determine the source and resolution of the
error.
The Approver will learn how to
approve requisitions entered by Requisitioners in
PeopleSoft. If the Approver will only
approve the requisitions that he/she enters, it is
not necessary to attend this class. Approval of
requisitions entered by the Approver will be covered
in the Managing Requisitions class.
HR Basic Navigation
The participant will
learn how to locate and navigate through the various
PeopleSoft 8.01 HR, Benefits and Payroll pages to
inquire on information such as an employee's
personal, work, and job summary information,
position data, a department's budget and
encumbrances by position, and employee's leave
accruals, payroll data, and education information.
HR PeopleSoft Basics will be covered as well.
HR Query Class
The participant will
learn the basics of PeopleSoft 8.20 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.
The
participant will learn how to determine whether an
item (invoice) requires receipt in PeopleSoft prior
to being processed for payment by Accounts Payable
and how to receive the items in PeopleSoft.
