PeopleSoft Financials Training Courses and Manuals
The following is a list of training courses and manuals available from the PeopleSoft training team. To access a copy of the training manual, click on the title of the course. You must have Adobe Reader installed on your computer in order to retrieve online manuals. If you are in need of a course which is not listed or if you have any questions, please contact the training team.
Hot Topics!
Financials Upgrade - Fall 2025
Financials Upgrade Delta Overall Look and Feel Changes
About My Financials and LSU Health Financials
Your Worklist and the Approvals Tile
Business Manager Tile and Navigation
Accounting Services
Special Meals Job Aid (New Orleans) - 2025
Special Meals New Orleans Training Manual - 2025
Special Meals Job Aid (Shreveport) - Coming Soon!
Special Meals Shreveport Training Manual - Coming Soon!
To streamline and automate special meals prior approval form, an electronic version of the previously paper-based form has been developed. This e-form will allow greater ease of use, more visibility into the whereabouts of the form, and electronic workflow approvals.
Internal Transactions eForm JobAid - Shreveport - 2025
Internal Transactions eForm Manual - Shreveport - 2025
Internal Transaction eForm New Orleans Job Aid - 2025
Internal Transaction eForm New Orleans Manual - 2025
This Job Aid teaches how to complete an Internal Transaction form for Accounting Services users. Users complete an Internal Transaction eForms for two purposes:
1. To charge an internal department for services/products provided by a cost center;
and/or`
2. To transfer costs from one department to another. Examples for this include mail, supplies, etc.
Clincard Request eForm
PeopleSoft 9.2 Manuals
Please note some items are listed as "Coming Soon!" and are in the process of being updated. If you need assistance please contract the PeopleSoft Training Team at PeopleSoft.Training@lsuhsc.edu
Basic Navigation
PeopleSoft 9.2 - Basic Navigation - Financials : Coming Soon!
Purchasing - REVISIONS Coming Soon!
Managing Requisitions - HCSD & New Orleans
Print A Purchase Order - HCSD & New Orleans
Managing ePro Requisitions - Shreveport
Print an ePro Purchase Order - Shreveport
Approving Requisitions (Workflow) New Orleans and HCSD
Approving ePro Requisitions - Shreveport
Approving ePro Requistions Job Aid - Shreveport
Budget Check- New Orleans and HCSD
Receiving Managing Shipments - New Orleans
Managing Encumbrances - New Orleans and Shreveport
Inventory
Material Stock Requests and Par Carts - LAKMC
Query
Query Basics and Intermediate - All Sites -Revisions Coming Soon!
Commonly Used Tables for Query
Catalog of Queries of Core Users
Catalog of Queries for End-Users
Reporting
nVision Reports Information:
nVision Reports - (All Sites) - Revision Coming Soon!
nVision Reports Requests - (All Sites)
BI Publisher Information:
BI Publisher Reports - Revision Coming Soon!
Change in Source of Funds - 2021
The electronic change in source of funds (CSOF) phases out the paper form PER 3 previously used to transfer salary expenses from one project to another. Electronic CSOF will be used for both retroactive and prospective changes in salary distribution between and among projects.