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!
Accounting Services
Internal Transaction eForm Job Aid - 2024
Internal Transaction eForm Manual - 2024
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.
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
PeopleSoft Financials 9.2 Update Delta Guide - 2023
PeopleSoft Financials 9.2 Update Delta Class Powerpoint Presentation - 2023
Video - PeopleSoft Financials 9.2 Update Delta Class
Basic Navigation
PeopleSoft 9.2 - Basic Navigation - Financials : Coming Soon!
Purchasing
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 Request - HCSD (LAK)
Query
Query Basics and Intermediate - All Sites
Commonly Used Tables for Query
Reporting
nVision Reorts Information:
nVision Reports - (All Sites)
nVision Reports Requests - (All Sites)
BI Publisher Information:
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.