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.
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, these courses are currently being updated and added. If a URL or link is not working it is because we are in the process of updating that module and you should continue to use 9.0 version until the module is updated. The 9.0 version is listed under the 9.0 section below.
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 |
Please Click Here: Peoplesoft.training@lsuhsc.edu to affirm you have completed this training |
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! |
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! |
PeopleSoft 9.1 - Inventory (Material Stock Requests) Shreveport:, EACMC, HPL
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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PeopleSoft 9.0 Financials Web Based Training:
Please note, these courses will be updated for version 9.1 in the near future. They are currently for the older 9.0 version of PeopleSoft.
Financial Courses Web Based Training:
Purchasing
PeopleSoft 9.0 - Managing Shipments (Receiving):
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 | SEE IT! | TRY IT! | ||
| Enter a Receipt for an Inventory Item | SEE IT! | TRY IT! | ||
| Receipt for Over-Shipment for a Inventory Item | SEE IT! | TRY IT! | ||
| Enter a Receipt for Non-Inventory Item | SEE IT! | TRY IT! | ||
| Receipt for Over-Shipment for a Non-Inv Item | SEE IT! | TRY IT! | ||
| Canceling an Inventory Receipt Line | SEE IT! | TRY IT! | ||
| Canceling an Non-Inventory Receipt Line | SEE IT! | TRY IT! | ||
| Reject (Return) an Item in PeopleSoft | SEE IT! | TRY IT! | ||
| Inquire on Receipts | SEE IT! | TRY IT! | ||
PeopleSoft 9.0 - 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.
| 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! |
Reporting
nVision Reports:
| Processing Basic Reports | SEE IT! | TRY IT! | ||
| Drilldown Feature | SEE IT! | TRY IT! | ||
| Processing Reports - FILE | SEE IT! | TRY IT! | ||
| Processing Reports - PRINTER | SEE IT! | TRY IT! | ||
| Processing Reports - EMAIL | SEE IT! | TRY IT! | ||
| Processing Reports - EMAIL (Uses edit body of Email) | SEE IT! | TRY IT! | ||
| Processing Prompt Reports | SEE IT! | TRY IT! | ||
| Processing Multiple Prompts and Partial Wildcard Reports | SEE IT! | TRY IT! | ||
| Processing Multiple Business Unit Prompt Reports | SEE IT! | TRY IT! | ||
Crystal Reports HCSD:
The participant will learn to run Crystal Reports.
| Logon to Crystal reports via PS9 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! |
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