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 9.1 Manuals
Updates are in progress, if you do not see a 9.1 manual for the topic you need use the 9.0 version below, thank you for your patience.
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
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.
Budget Check : The participant will learn how to edit and budget check requisitions. <Job Aid>
Inventory
Material Stock Request (All Sites): The participant will learn how enter a Material Stock Request in PeopleSoft.
Reporting
Running Financial Crystal Reports (Shreveport & New Orleans Campuses): The participant 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.
nVision Reports - All : The participants will learn how to run basic nVision Reports, and prompts reports.
Impact on nVision for Web from Excel 2003 to Excel 2007 - All: Tips on using Excel 2007 with nVision for Web
Financials Query - All: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 - List of tables used most frequently in query.
PeopleSoft 9.0 Manuals
Purchasing
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.
Receiving - Managing Shipments ALL: 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 (Shreveport & New Orleans Campuses): 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
Running Financial Crystal Reports (HCSD) :The participant 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.