PeopleSoft 9.0 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.
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 - Managing Requisitions LSUSH & LSUNO:

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

Log-on to PeopleSoft 9.0	SEE IT!	TRY IT!
Search for Item on State Contract using Query	SEE IT!	TRY IT!
Search for Item on State using Contract Inquiry	SEE IT!	TRY IT!
Enter a Requisition	SEE IT!	TRY IT!
Enter a Contract Requisition	SEE IT!	TRY IT!
Add, Change and Delete Comments	SEE IT!	TRY IT!
Attaching a Document to a Requisition	SEE IT!	TRY IT!
Approval of Approver's Requisitions	SEE IT!	TRY IT!
View a Requisition and the Activity Log	SEE IT!	TRY IT!
Print a Requisition	SEE IT!	TRY IT!
Copying a Requisition	SEE IT!	TRY IT!
Inquire on Requisition	SEE IT!	TRY IT!
Inquire on a Requisition Doc Status	SEE IT!	TRY IT!
Delete Temporary Internet Cookies	SEE IT!	TRY IT!
Print PeopleSoft 9.0 Pages	SEE IT!	TRY IT!

PeopleSoft 9.0 - Managing Requisitions HCSD: (Coming Soon)

PeopleSoft 9.0 - 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	SEE IT!	TRY IT!
Approving a Requisition	SEE IT!	TRY IT!
Denying a Requisition	SEE IT!	TRY IT!
Recycling a Requisition	SEE IT!	TRY IT!
Approving a Requisition Using Approve ChartFields	SEE IT!	TRY IT!

PeopleSoft 9.0 - 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.

Edit & Budget Check	SEE IT!	TRY IT!
Change the ChartString on a Budget Checked Requisition	SEE IT!	TRY IT!

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.

The Procurement Budgetary Activity Report HTML	SEE IT!	TRY IT!
The Requisition Budgetary Activity Report HTML	SEE IT!	TRY IT!
View and Analyze the PO Activity Summary Page	SEE IT!	TRY IT!
View Receipt IDs and Receipts Page	SEE IT!	TRY IT!
View Voucher IDs and the Voucher Page	SEE IT!	TRY IT!
View Payment IDs and the Payment Information	SEE IT!	TRY IT!
Inquire on PO to Determine Match Rule	SEE IT!	TRY IT!
Inquire on PO Document Status	SEE IT!	TRY IT!

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:

Launching Crystal Reports Application SEE IT! TRY IT!

Selecting Reports SEE IT! TRY IT!

Running the Reports SEE IT! TRY IT!

Crystal Reports: (Coming Soon)

Financials Query: (Coming Soon)