PeopleSoft Financials Training Courses and Manuals2012 12:39:33 PM

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.


Hot Topics! - PeopleTools 8.55 Upgrade 2017

The following documents reveiw the changes from the PeopleTools 8.55 Upgrade effective 12/4/2017.  Please click on the link to review the corresponding delta document which explains differences and new features.  Thank you.

Delta Guides:

PeopleSoft Financials PeopleTools 8.55 Upgrade Delta Guide - An overview of changes and features from the PeopleTools upgrade.

BI Publisher Reports 9.2 pt 8.55 Delta Guide    - BI Publisher replaces Crystal.  If you are currently a Crystal Reports users, please review this delta guide, in it you will find a Crystal to BI Publisher Report Conversion list which gives the new BI Publisher name for the old Crystal Report. 

PeopleSoft  Financials Accounts Payable PeopleTools 8.55 Upgrade Delta Guide - An overview of the minor changes and new features from the PeopleTool upgrade affecting those that use the Accounts Payable module.   

 

Web Based Training:

BI Publisher Reports 9.2 pt 8.55

Tip:  If you do not want to type in the information required in the WBT or if you get stuck on a screen, just press the <Enter> key on your keyboad to move forward.

Training Manual:

BI Publisher Reports 9.2 pt 8.55 Training Guide - BI Publisher replaces Crystal.  This is the training manual that will be used in future BI Publisher classes for new users.


PeopleSoft 9.2 Manuals

The following documents are currently in development and will be published once approved.

PeopleSoft Financials 9.2 Delta (2016) - Features and differences between 9.1 and 9.2 PeopleSoft Financials

Basic Navigation

PeopleSoft 9.2 - Basic Navigation - Financials: The participant will learn basic navigation techniques in PeopleSoft 9.2

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

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.

Approving Requisitions (Workflow) - All Sites: 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 - All Sites:   The participant will learn how to edit and budget check requisitions. <Job Aid>

Receiving - Managing Shipments - All Sites: 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: 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

nVision Reports  - (All Sites) : The participants will learn how to run basic nVision Reports, and prompts reports.

 

nVision Layouts - (All Sites):  Report requests and layouts (to be used in conjuction with the nVision Reports manual).

 

Coming Soon - Financials Query 9.2 pt. 8.55 Training Guide   - (All Sites):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 - (All Sites): List of tables used most frequently in query.