PeopleSoft Financials Web-Based Training

LSUHSC PeopleSoft web-based training provides you access to PeopleSoft courses 24 hours a day, 7 days a week!

PeopleSoft web-based training is an excellent supplement to your classroom experience by reviewing the topics from your computer desktop, you may also use it to prepare before attending traditional classroom instruction.

The courses are self-paced, so you may view a topic multiple times and/or skip topics you are familiar with or wish to view at a later time.  The courses are designed to all the student to practice a task in a simulated environment where they are guided through each step. If you get stuck on any particular step or just want to move through the screens without entering the required data, simply press the <Enter> key on your computer keyboard to move forward or the <Backspace> key to return to a previous screen.

**IMPORTANT: If you are accessing PeopleSoft web-based training from the LSUHSC - Shreveport campus, you must access it in PS Desktop. Also, if you are unable to access the web-based training from your computer desktop, you must access it in PS Desktop.**

Please contact the Training Team if you have any questions or comments about LSUHSC PeopleSoft Web-Based training. Computer Screen Graphic  Click on the linked topic below each course name to access the available web-based training for a specific PeopleSoft module's topic.


Please note, due to the Financials 9.2 upgrade all Web Based Training is currently being updated to reflect the 9.2 changes.  If you need 9.2 Training Materials please refer to the Training Manuals section for the Financials Training Web page.  Contact the PeopleSoft Support Training Team if you need additional assistance.

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PeopleSoft 9.2 Financials Web Based Training Courses:

Basic Navigation for Financials

Click on each link below to complete each topic:

Once you have completed Basic Navigation click here:  I have Completed Basic Navigation for PeopleSoft 9.2

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9.2 Upgrade - Delta Training

PeopleSoft Financials 9.2 End User Delta Guide : This document is for existing users of the PeopleSoft Financials Application.  It will teach key differences and features between versions 9.1 and 9.2 of PeopleSoft Financials for Navigation, Requistions, Approving / Workflow, and Accounts Payables. 

Purchasing

Managing Requisitions New Orleans and Shreveport

The participant will learn the process of entering requisitions for non-contract items in PeopleSoft including the concepts of entering and viewing non-contract requisitions, printing a non-contract requisition, copying a non-contract requisition, inquiring on a non-contract requisition, and accessing the process monitor to monitor the status of a process

Copy A Requistion

Inquire on a Requisition 

Requisition Basics 

Managing Requisitions HCSD (Under Construction 5/27/16)

  • Use the Look up Feature
  • Create/Find a Run Control ID
  • Search for an Item on State Contract Using Query
  • Search for an Item on State Contract Using Contract Inquiry
  • Enter a Contract Requisition
  • Change a Contract ID and/or Contract Line Number
  • Enter a Non-Contract Requisition
  • Add, Change, and/or Delete Comments
  • Attach a Document to a Requisition
  • Uncheck Hold from Further Processing and Print a Requisition
  • View an Existing Requisition and the Activity Log
  • Copy a Requisition
  • Inquire on a Requisition
  • Inquire on Requisition Document Status

Approving Requisitions

Edit and Budget Check Requisitions

Managing Encumbrances

Managing Purchase Orders

Managing Requisitions Pre-Encumbrance

Appendix

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The following WBTs are currently in development and will be published once completed (update: 6/8/16).

Inventory / Materials Management

Receiving (Managing Shipments)

  • Inquire on a Purchase Order to Determine if Receiving is Required

Receiving an Inventory Item

  • Enter a Receipt for an Inventory Item
  • Receipt of Over-Shipment for an Inventory Item

Receiving a Non- Inventory Item

  • Enter a Partial Shipment Receipt for Non-Inventory Items
  • Enter a Complete Shipment Receipt for Non-Inventory Items
  • Receipt of Over-Shipment for a Non-Inventory Item

Canceling a Receipt Line

  • Canceling an Inventory Receipt Line
  • Canceling a Non-Inventory Receipt Line
  • Reject (Return) an Item in PeopleSoft
  • Inquire on Receipts

Inventory – Material Stock Requests HCSD

  • Enter a Stock Request

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Query and Reporting

Financials Query

  • Navigate to Query Viewer
  • Run a Predefined Query from Query Viewer
  • Run a Predefined Excel Query from Query Viewer
  • Create and Format a Query
  • Create a Query Using Criteria Components
  • Edit and/or Delete Criteria
  • Create a Run Time Prompt
  • Hierarchy Joins
  • Standard (Any) Joins
  • Related Record Joins
  • Schedule a Single Query
  • Copy a Query to Another User
  • Rename a Query
  • Clear, Remove and/or Delete a Query

Crystal Reports New Orleans and Shreveport

  • Logon to Crystal Reports via PS9.1 Launcher
  • LSUSH Detail Transaction or LSUNO Transaction Detail
  • LSUSH or LSUNO Summary ALL
  • Run a Single Report for Multiple Departments
  • Crystal Report Viewing Options
  • Export to PDF
  • Export Report to an Excel File.
  • Saving to Local Hard Drive and Exit Crystal

Crystal Reports HCSD

  • Logon to Crystal Reports via PS9.1 Launcher
  • Run the HCSD Trans Detail Report
  • Run the HCSD Org Budget Report
  • Run a Single Report for Multiple Departments
  • Crystal Report Viewing Options
  • Export to PDF
  • Export to Excel
  • Save to Your Local Disk Drive

nVision Reports

  • Logon to nVision via IE11    

Processing nVision Reports (Excludes Prompts)

  • Process Basic Reports - Web Method
  • Process Basic Reports - Window Method
  • Perform DrillDown
  • Process Reports - Output type PRINTER
  • Process Reports - Output type E-
  • Process Reports - Output type E-MAIL - Preferred Method  (User may enter text in the body of email)

Processing nVision Reports (Includes Prompts)

  • Process Prompt Reports
  • Process Multiple Prompts and Partial Wildcard Reports

Appendix

  • Enable DrillDown Feature
  • Procedure for Enabling Macros
  • Process Reports - Output type FILE (HCSD only)

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