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.**

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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The following WBTs are currently in development and will be published once completed (update: 5/27/16).

PeopleSoft 9.2 Financials Web Based Training Courses:

Note :  Courses related to PeopleSoft Financials version 9.2. 

9.2 Upgrade 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. 

Basic Navigation for Financials

Logon to PeopleSoft 9.2 via Citrix

PeopleSoft 9.2 and the Internet Browser

Navigating Basics for PeopleSoft 9.2

Navigating Page Buttons and Hyperlinks in 9.2

Sign Out of PeopleSoft and Log Off of Citrix Web

Clear Browser Cache

Session Time Out

Print PeopleSoft 9.2 Pages

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

Enter a Non-Contract Requisition

Speedcharts

Add, Change, or Delete Comments

Attaching 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 a Requisition Doc Status

Use the Look up Feature

Create/Find a Run Control ID

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

Opening Your Worklist

Approve a Requisition

Deny a Requisition

Hold a Requisition

Edit and Budget Check Requisitions

Budget Check a Requisition

Change a Chartstring on a Budget Checked Requisition

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

Managing Encumbrances

Managing Purchase Orders

View and Print the Procurement Budgetary Activity Report to HTML

View and Print the Procurement Budgetary Activity Report to Excel

Run the ZZCLEANUP_PO_ACTIVITY Query

View and Analyze the PO Activity Summary Page

Inquire on a PO Document Status

Managing Requisitions Pre-Encumbrance

View & Print the Requisition Budgetary Activity Report to HTML

View & Print the Requisition Budgetary Activity Report to Excel

Running the ZZCLEANUP_REQ_ACTIVITY

Appendix

Create/Find a Run Control ID

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)