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 Accessing and Viewing PeopleSoft Web-Based Training before you begin. Once you are familiar with the basics - how to choose a topic, how to view a topic, etc. - you are ready!.

Click on the link(s) below to access the available web-based training for a specific PeopleSoft module:

Basic Navigation (All Sites):

PeopleSoft 9.0 - Basic Navigation - Financials:
The participant will learn basic navigation techniques in PeopleSoft 9.0

Log-on to PeopleSoft 9.0	SEE IT!	TRY IT!	(duration approximately 9 minutes)
PeopleSoft 9.0 Home Page	SEE IT!	TRY IT!	(duration approximately 3 minutes)
Navigating the Home Page	SEE IT!	TRY IT!	(duration approximately 9 minutes)
Navigating Page Buttons	SEE IT!	TRY IT!	(duration approximately 15 minutes)
Clear Browser Cache	SEE IT!	TRY IT!	(duration approximately 4minutes)
Print PeopleSoft 9.0 Pages	SEE IT!	TRY IT!	(duration approximately 3 minutes)
Session Time Out	SEE IT!	TRY IT!	(duration approximately 4 minutes)
	Finish! Click the complete button to notify the training team via e-mail you have completed this module.

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.

Wed 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	SEE IT!	TRY IT!
View Purchasing Attributes and Vendor	SEE IT!	TRY IT!
View Units of Measure for an Item	SEE IT!	TRY IT!
Add a Vendor	SEE IT!	TRY IT!
Add a Withholding Vendor	SEE IT!	TRY IT!
Update Vendor Information	SEE IT!	TRY IT!
Review Vendor Information	SEE IT!	TRY IT!
Enter a Requisition	SEE IT!	TRY IT!
Add, Change, Delete Comments	SEE IT!	TRY IT!
Enter a Contract Requisition	SEE IT!	TRY IT!
View the Requisition Activity Log	SEE IT!	TRY IT!
Access the Process Monitor	SEE IT!	TRY IT!
Print a Requisition	SEE IT!	TRY IT!
Copy a Requisition	SEE IT!	TRY IT!
Inquire on a Requisition	SEE IT!	TRY IT!
Inquire on a Document Status	SEE IT!	TRY IT!
Budget Check a Requisition	SEE IT!	TRY IT!
Create a Change Order for a Requisition	SEE IT!	TRY IT!
Change a Chartstring on a Requisition	SEE IT!	TRY IT!
Cancel a Requisition	SEE IT!	TRY IT!
Delete a Requisition	SEE IT!	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	SEE IT!	TRY IT!
Add Vendors to a RFQ	SEE IT!	TRY IT!
Dispatch Quotes	SEE IT!	TRY IT!
View RFQ Dispatch History	SEE IT!	TRY IT!
Enter Vendor Responses	SEE IT!	TRY IT!
Award Quotes	SEE IT!	TRY IT!
Create a Purchase Order after RFQ Award	SEE IT!	TRY IT!
Create a PO after RFQ for Multiple Vendor and for Multiple Items	SEE IT!	TRY IT!
Create a RFQ by Copying a Requisition	SEE IT!	TRY IT!
Create a RFQ from a RFQ	SEE IT!	TRY IT!
Create a RFQ by Copying from Multiple Requisitions	SEE IT!	TRY IT!
Inquire on RFQ	SEE IT!	TRY IT!
Create and RFQ Addendum and Dispatch Addendum	SEE IT!	TRY IT!
Add a Purchase Order for an Item Description	SEE IT!	TRY IT!
Add a Purchase order for a Contract Item	SEE IT!	TRY IT!
Create a Purchase Order by Copying from a Requisition	SEE IT!	TRY IT!
Create a PO by Copying a PO	SEE IT!	TRY IT!
Create a No Charge Purchase Order	SEE IT!	TRY IT!
Add a PO with Multiple Distribution Lines	SEE IT!	TRY IT!
Reserve a PO ID and Use Reserve PO	SEE IT!	TRY IT!
Run the Budget Check Process from the Menu	SEE IT!	TRY IT!
View Budget Control Exceptions	SEE IT!	TRY IT!
Dispatch a PO from the Menu - Long/Batch Method	SEE IT!	TRY IT!
Create a Change Order for a PO	SEE IT!	TRY IT!
Cancel a Purchase Order	SEE IT!	TRY IT!
Delete a Purchase Order	SEE IT!	TRY IT!
Inquire on a PO	SEE IT!	TRY IT!
Print PO's	SEE IT!	TRY IT!
Approve, Budget Check and Dispatch a PO from the PO Header	SEE IT!	TRY IT!
Enter a Receipt for an Inventory Item	SEE IT!	TRY IT!
Canceling an Inventory Receipt	SEE IT!	TRY IT!
Enter a Receipt for a Non-Inventory Item	SEE IT!	TRY IT!
Cancel a Non-Inventory Item	SEE IT!	TRY IT!
Inquire on Receipts	SEE IT!	TRY IT!
View Master State Contract Information	SEE IT!	TRY IT!
View Vendor Contract Information	SEE IT!	TRY IT!
Inquire on Vendor Contracts	SEE IT!	TRY IT!
Search Using the CONTRACT_SEARCH Query	SEE IT!	TRY IT!
Search Using the CONTRACT_SEARCH_LINES Query	SEE IT!	TRY IT!

PeopleSoft 9.0 - Purchasing Superuser:

Participants will learn the concepts and procedures involved in managing encumbrances and pre-encumbrances in order to assist in closing or adjusting remaining balances as needed.

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