PeopleSoft Financials Training Courses and Manuals

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 8.8 Manuals

Basic Navigation - for Financials: The Participant 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.

Managing Contract Requisitions Job Aid: The participant will learn the process of entering requisitions for contract items in PeopleSoft including the concepts of searching for an item on State Contract, entering and viewing contract requisitions, printing a contract requisition, and accessing the process monitor to monitor the status of a process

Managing Non-Contract Requisitions: The participant will learn how to enter a requisition in PeopleSoft, for an item on State Contract. 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.

[Job Aids - Enter a Req - View a Req - Print Req]

Workflow - Approving Requisitions: 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. <Job Aid>

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

Create a Warehouse Requisitions (MCWHS): The participant will learn how to create requisitions for warehouse items. Creating a shortcut icon that will allow the participant to directly access the MCWHS requisition form from their PS Desktop will also be covered.

Create a Warehouse Requisitions (ELWHS): The participant will learn how to create requisitions for warehouse items. Creating a shortcut icon that will allow the participant to directly access the ELWHS requisition form from their PS Desktop will also be covered.

Receiving - Managing Shipments: 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.

Inventory - Material Stock Request (HCSD): Participants will learn how enter a Material Stock Request in PeopleSoft. <Job Aid>

Inventory - Material Stock Request (LSUSH): Participants will learn how enter a Material Stock Request in PeopleSoft. <Job Aid>

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

Purchasing User Day 1: Participants will learn the processes required to manage Requisitions and Purchase Orders in PeopleSoft.

Purchasing User Day 2: Participants will learn the processes required to manage Requisitions and Purchase Orders in PeopleSoft.

Setup End-users 8.8: Participants will learn the processes required to setup end-users in 8.8.

General Ledger 8.8: Participants will the  journal process flow, Process PeopleSoft General Ledger data, Review journals and determine their status, and Edit and post journals.

Financials nVision Quick Access Guide: The participant will learn the new method of accessing the nVision reporting tool in version 8.8. This guide is not geared to teach users how to use the tool or interpret reporting results. The purpose is to display the method of accessing nVision in the new version 8.8 environment.

Financials nVision Reporting (LSUNO): The participant will learn how to access financial reports using PeopleSoft nVision. Class material includes navigating to the nVsuser screen/dashboard, opening a PS/nVision report layout, opening and running a report request, creating and making changes to a report request, saving and printing reports, performing drilldowns on data, and understanding variables and nPlosion.

Financials nVision Reporting (LSUSH): The participant will learn how to access financial reports using PeopleSoft nVision. Class material includes navigating to the nVsuser screen/dashboard, opening a PS/nVision report layout, opening and running a report request, creating and making changes to a report request, saving and printing reports, performing drilldowns on data, and understanding variables and nPlosion.

Financials nVision Reporting (HCSD): The participant will learn how to access financial reports using PeopleSoft nVision. Class material includes navigating to the nVsuser screen/dashboard, opening a PS/nVision report layout, opening and running a report request, creating and making changes to a report request, saving and printing reports, performing drilldowns on data, and understanding variables and nPlosion.

Financials Query (LSUNO, LSUSH and HCSD): The participant will learn the basics of PeopleSoft Query. The participant will open predefined queries, as well as create new queries.

Financials Query 2-tier  (LSUNO, LSUSH and HCSD): The participant will learn the steps users will need to learn to access the PeopleSoft Query tool via 2-tier. Additionally, the guide contains query basic training exercises.

Running Financial Crystal Reports (LSUNO and LSUSH): Participants will learn how to run Financial Crystal reports from the PeopleSoft Launcher. Participants will also learn how to access Public Queries that augment Financial Crystal Reports.