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Friday, July 25, 2014   11:04 AM    |   84°F
 
 

PeopleSoft 9.0 Financials Superuser Purchasing 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.
You may choose how you wish to view a particular topic:

SEE IT! Mode - you can see how-to demonstrations for a PeopleSoft task.

TRY IT! Mode - you may practice a task in a simulated environment where you will be guided through each step.

**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 review this important notice about PeopleSoft Navigation before starting the WBTs below:  Notice    Click on the link(s) below to access the available web-based training for a specific PeopleSoft module.

 

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

 

Web Based Training Topics:

PeopleSoft 9.0 - Purchasing Day 1:

Participants will learn how to create and manage purchase requisitions in the PeopleSoft system. Concepts introduced will include: viewing item information; entering vendors, creating and modifying a requisition; printing a requisition; copying a requisition; inquiring on a requisition; creating a change order, and canceling/deleting a requisition.

Log-on to PeopleSoft 9.0 via Citrix Web TRY IT!  
View Purchasing Attributes and Vendor TRY IT!  
View Units of Measure for an Item TRY IT!  
Add a Vendor TRY IT!  
Add a Withholding Vendor TRY IT!  
Update Vendor Information TRY IT!  
Review Vendor Information TRY IT!  
Enter a Requisition TRY IT!  
Add, Change, Delete Comments TRY IT!  
Enter a Contract Requisition TRY IT!  
View the Requisition Activity Log TRY IT!  
Access the Process Monitor TRY IT!  
Print a Requisition TRY IT!  
Copy a Requisition TRY IT!  
Inquire on a Requisition TRY IT!  
Inquire on a Document Status TRY IT!  
Budget Check a Requisition TRY IT!  
Create a Change Order for a Requisition TRY IT!  
Change a Chartstring on a Requisition TRY IT!  
Cancel a Requisition TRY IT!  
Delete a Requisition TRY IT!  

 

PeopleSoft 9.0 - Purchasing Day 2:

Participants will learn how to create and manage requests for quotes (RFQs), purchase orders (POs) and receipts. Concepts introduced will include: creating, dispatching and awarding RFQs; creating a PO from a RFQ; creating, modifying, viewing, inquiring, dispatching, canceling and deleting purchase orders; and creating, inquiring, and canceling receipts.

Creating a RFQ Online TRY IT!  
Add Vendors to a RFQ TRY IT!  
Dispatch Quotes TRY IT!  
View RFQ Dispatch History TRY IT!  
Enter Vendor Responses TRY IT!  
Award Quotes TRY IT!  
Create a Purchase Order after RFQ Award TRY IT!  
Create a PO after RFQ for Multiple Vendor and for Multiple Items TRY IT!  
Create a RFQ by Copying a Requisition TRY IT!  
Create a RFQ from a RFQ TRY IT!  
Create a RFQ by Copying from Multiple Requisitions TRY IT!  
Inquire on RFQ TRY IT!  
Create and RFQ Addendum and Dispatch Addendum TRY IT!  
Add a Purchase Order for an Item Description TRY IT!  
Add a Purchase order for a Contract Item TRY IT!  
Create a Purchase Order by Copying from a Requisition TRY IT!  
Create a PO by Copying a PO TRY IT!  
Create a No Charge Purchase Order TRY IT!  
Add a PO with Multiple Distribution Lines TRY IT!  
Reserve a PO ID and Use Reserve PO TRY IT!  
Run the Budget Check Process from the Menu TRY IT!  
View Budget Control Exceptions TRY IT!  
Dispatch a PO from the Menu - Long/Batch Method TRY IT!  
Create a Change Order for a PO TRY IT!  
Cancel a Purchase Order TRY IT!  
Delete a Purchase Order TRY IT!  
Inquire on a PO TRY IT!  
Print PO's TRY IT!  
Approve, Budget Check and Dispatch a PO from the PO Header TRY IT!  
Enter a Receipt for an Inventory Item TRY IT!  
Canceling an Inventory Receipt TRY IT!  
Enter a Receipt for a Non-Inventory Item TRY IT!  
Cancel a Non-Inventory Item TRY IT!  
Inquire on Receipts TRY IT!  
View Master State Contract Information TRY IT!  
View Vendor Contract Information TRY IT!  
Inquire on Vendor Contracts TRY IT!  
Search Using the CONTRACT_SEARCH Query TRY IT!  
Search Using the CONTRACT_SEARCH_LINES Query TRY IT!  

 

 

PeopleSoft 9.0 - Purchasing Super User:

 

View and Print the Procurement Budgetary Activity Report to HTML TRY IT!  
View and Print the Procurement Budgetary Activity Report to Excel TRY IT!  
Run the CLEANUP_PO_ACTIVITY Query TRY IT!  
View and Analyze the PO Activity Summary Page TRY IT!  
View the Receipts Page for a PO line TRY IT!  
View the Voucher Inquiry Page for a PO Line TRY IT!  
View the Payment Inquiry Page for a PO Line TRY IT!  
Inquire on a Purchase Order to Determine the Receiving Options TRY IT!  
Inquire on a PO Document Status Page TRY IT!  
Cancel a PO without an Associated Req from the PO Header TRY IT!  
Cancel a PO with an Associated Req from the PO Header TRY IT!  
Close a PO from the PO Recon Workbench TRY IT!  
Close a PO to Release the Remaining Encumbrance TRY IT!  
Close a Range of POs from PO Recon Workbench TRY IT!  
View and Print the Req and PO Budgetary Activity Report in HTML TRY IT!  
View and Print the Req and PO Budgetary Activity Report in Excel TRY IT!  
Run the CLEANUP_REQ_ACTIVITY Query TRY IT!  
Cancel a Requisition from the Req Header TRY IT!  
Close a Requisition from the Req Recon Workbench TRY IT!  
Finalize a PO to Release the Remaining Pre-Encumbrance TRY IT!  
Close a Requisition to Release Remaining Pre-Encumbrance TRY IT!  
Close a Range of Requisitions from Req Recon Workbench TRY IT!  
Finanlize the PO Voucher TRY IT!  
Attach a Document to a Requisition, RFQ or Purchase Order TRY IT!  
Remove the PC Business Unit Defaults from a Requisition TRY IT!