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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 in TRY IT! Mode, which means you may practice a task in a simulated environment where you will be 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.

**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.**

New modules and topics will be added on a regular basis. Please contact the Training Team if you have any questions or comments about LSUHSC PeopleSoft Web-Based training.  If you become stuck on any WBT screen, hit the enter key to move forward in the WBT.Computer Screen Graphic  Click on the link(s) below to access the available web-based training for a specific PeopleSoft module.


PeopleSoft 9.1 Financials Web Based Training Courses:

Note Here you will find all courses related to PeopleSoft Financials version 9.1, courses are currently being updated and added.

 

Basic Navigation (All Sites):

PeopleSoft 9.1 - Basic Navigation - Financials:
The participant will learn basic navigation techniques in PeopleSoft 9.1

Log-on to PeopleSoft 9.1 TRY IT!
PeopleSoft 9.1 and the Internet Browser TRY IT!
Navigating PeopleSoft 9.1 TRY IT!
Navigating Page Buttons and Hyperlinks TRY IT!
Sign Out of PeopleSoft and Log Off of Citrix Web TRY IT!
Clear Browser Cache TRY IT!
Print PeopleSoft 9.1 Pages TRY IT!
Session Time Out TRY IT!
 

 

Finished?  Next click this completed button to notify the training team you have completed this prerequisite Basic Navigation course.

Completed Basic Navigation Module

 

9.1 Upgrade Training

PeopleSoft Financials 9.1 End User Delta Guide: This course is for existing users of the PeopleSoft Financials Application.  It will teach key differences and features between versions 9.0 and 9.1 of PeopleSoft Financials for Navigation, Requistions, Approving / Workflow, and Accounts Payables.  Click TRY IT! below to begin.

PeopleSoft Financials 9.1 Delta Guide for End Users

TRY IT!

Please Click Here: Peoplesoft.training@lsuhsc.edu  to affirm you have completed this training

 

 Purchasing

PeopleSoft 9.1 - Managing Requisitions LSUSH & LSUNO:

On hold for update to 9.1 version:  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

 

Use the Look up Feature TRY IT!
Create / Find a Run Control ID TRY IT!
Enter a Non Contract Requisition TRY IT!
Add, Change and Delete Comments TRY IT!
Attaching a Document to a Requisition TRY IT!
Uncheck Hold From Further Processing and Print a Requisition TRY IT!
View an Existing Requisition and the Activity Log TRY IT!
Copying a Requisition TRY IT!
Inquire on Requisition TRY IT!
Inquire on a Requisition Doc Status TRY IT!

 

PeopleSoft 9.1 - Managing Requisitions HCSD:

On hold for update to 9.1 version:  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

Use the Look up Feature TRY IT!
Create / Find a Run Control ID TRY IT!
Search for Item on State Contract using Query             TRY IT!
Search for Item on State using Contract Inquiry TRY IT!
Enter a Contract Requisition TRY IT!
Change Contract ID and / or Line Number TRY IT!
Enter a Non Contract Requisition TRY IT!
Add, Change and Delete Comments TRY IT!
Attaching a Document to a Requisition TRY IT!
Uncheck Hold from Fruther Processing and Print a Requisition TRY IT!
View an Existing Requisition and the Activity Log TRY IT!
Copying a Requisition TRY IT!
Inquire on Requisition TRY IT!
Inquire on a Requisition Doc Status TRY IT!

 

PeopleSoft 9.1 - Workflow Approving:

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.

 

Opening the Worklist TRY IT!
Approving a Requisition TRY IT!
Denying a Requisition TRY IT!
Hold a Requisition TRY IT!
   

PeopleSoft 9.1 - Edit & Budget Check:

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

 

Budget Check a Requistion TRY IT!
Change the ChartString on a Budget Checked Requisition      TRY IT!

 

PeopleSoft 9.1 - Managing Shipments (Receiving):

On hold for update to 9.1 version: 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.

 

Inquire on a PO to Determine Match Rule                                                                                       TRY IT!    
Enter a Receipt for an Inventory Item   TRY IT!    
Receipt for Over-Shipment for a Inventory Item   TRY IT!    
Enter a Receipt for Non-Inventory Item   TRY IT!    
Receipt for Over-Shipment for a Non-Inv Item   TRY IT!    
Canceling an Inventory Receipt Line   TRY IT!    
Canceling an Non-Inventory Receipt Line   TRY IT!    
Reject (Return) an Item in PeopleSoft   TRY IT!    
Inquire on Receipts   TRY IT!    
   

PeopleSoft 9.1 - Managing Encumbrances:

On hold for update to 9.1 version: The participant will learn to manage their encumbrances and pre-encumbrances in order to assist in closing or adjusting remaining balances, as needed.

 

View & Print the Procurement Budgetary Activity Report HTML                             TRY IT!
View & Print the Procurement Budgetary Activity Report Excel  TRY IT!
Running the CLEANUP_PO_ACTIVITY TRY IT!
View and Analyze the PO Activity Summary Page TRY IT!
View Receipt IDs and Receipts Page for a PO Line TRY IT!
View Voucher IDs and the Voucher Inquiry Page for a PO Line TRY IT!
View Payment Reference IDs and the Payment Pages for a PO Line TRY IT!
Inquire on a PO to Determine Match Rule TRY IT!
Inquire on a PO Document Status TRY IT!
View & Print the Requisition Budgetary Activity Report to HTML TRY IT!
View & Print the Requisition Budgetary Activity Report to Excel TRY IT!
Running the CLEANUP_REQ_ACTIVITY TRY IT!
Canceling a Non inventory Receipt Line TRY IT!
Canceling a Inventory Receipt Line TRY IT!

 

Inventory

 PeopleSoft 9.1 - Inventory (Material Stock Requests) HCSD:

This course is currently being re written to reflect recent Organizational changes.  It will be added back once completed. Thank you for your patience, if you need immediate assistance with Inventory please contact the PeopleSoft Training Team.

The participant will learn to enter a material stock request.

Entering a Material Stock Request                                                                                 TRY IT!

 

Reporting

On hold for update to 9.1 version:  NOTE:  Reporting functions are performed in the PeopleSoft Reports Database

nVision Reports:

 

Processing Basic Reports   TRY IT!    
Drilldown Feature   TRY IT!    
Processing Reports - FILE   TRY IT!    
Processing Reports - PRINTER   TRY IT!    
Processing Reports - EMAIL   TRY IT!    
Processing Reports - EMAIL (Uses edit body of Email)   TRY IT!    
Processing Prompt Reports   TRY IT!    
Processing Multiple Prompts and Partial Wildcard Reports   TRY IT!    
Processing Multiple Business Unit Prompt Reports   TRY IT!

Crystal Reports Shreveport and New Orleans Campuses:

The participant will learn to run Crystal Reports.

 

Logon to Crystal reports via the 9.1 Launcher   TRY IT!
LSUSH Detail Transaction   TRY IT!
LSUSH Summary ALL   TRY IT!
Running a Single Report for a Multiple Departments   TRY IT!
Crystal Report Viewing Options   TRY IT!
Export to Adobe PDF   TRY IT!
Export to Microsoft Excel   TRY IT!
Saving to Local Hard Drive   TRY IT!

 

Crystal Reports HCSD:

On hold for update to 9.1 version : The participant will learn to run Crystal Reports.

 

Logon to Crystal reports via the Launcher                                                TRY IT!
Run the HCSD Trans Detail Report   TRY IT!
Run the HCSD Org Budget Report   TRY IT!
Running a Single Report for a Multiple Departments   TRY IT!
Crystal Report Viewing Options   TRY IT!
Export to Adobe PDF   TRY IT!
Export to MicroSoft Excel   TRY IT!
Saving to Your Local Disk Drive   TRY IT!

 

Financials Query (All Sites):

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

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

 

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