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.
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.
The following documents reveiw the changes from the PeopleSoft Upgrade effective 12/7/2018. Please click on the link to review the corresponding delta document which explains differences and new features. Thank you.
PeopleSoft 9.2 Manuals
PeopleSoft 9.2 - Basic Navigation - Financials : The participant will learn basic navigation techniques in PeopleSoft 9.2
Managing Requisitions Shreveport & New Orleans Campuses: The participant will learn how to enter a requisition in PeopleSoft, for Non-Contract items. The course includes the concepts of viewing requisitions, printing a requisition, inquiring on a requisition, and accessing the process monitor to monitor the status of a process
Managing Requisitions - HCSD: The participant will learn how to enter a requisition in PeopleSoft, for State Contract and Non-Contract items. The course includes the concepts of viewing requisitions, printing a requisition, inquiring on a requisition, and accessing the process monitor to monitor the status of a process.
Approving Requisitions (Workflow) - All Sites: 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.
Budget Check - All Sites: The participant will learn how to edit and budget check requisitions. <Job Aid>
Receiving - Managing Shipments - : 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.
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.
Material Stock Request (HCSD): The participant will learn how enter a Material Stock Request in PeopleSoft.
nVision Reports - (All Sites) : The participants will learn how to run basic nVision Reports, and prompts reports.
nVision Layouts - (All Sites): Report requests and layouts (to be used in conjuction with the nVision Reports manual).
Financials Query 9.2 pt. 8.55 Training Guide - (All Sites):The participant will learn the basics of PeopleSoft Query. The participant will learn how to open predefined queries, as well as create new queries using concepts including opening and running existing queries, creating and formatting new and existing queries using criteria and prompts, and using multiple tables in a Query.
Commonly Used Tables for Query - (All Sites): List of tables used most frequently in query.
BI Publisher Information:
BI Publisher Reports 9.2 pt 8.55 Training Guide - BI Publisher replaces Crystal. This is the training manual that will be used in future BI Publisher classes for new users, in it you will find a Crystal to BI Publisher Report Conversion list which gives the new BI Publisher name for the old Crystal Report
Crystal Reports to BI Publisher Report Cross Reference - Displays the name of the BI Publisher Report that replaces the former corresponding Crystal Report
Older Delta Guide Archives:
PeopleSoft Financials PeopleTools 8.55 Upgrade Delta Guide - An overview of changes and features from the PeopleTools upgrade.
PeopleSoft Financials Accounts Payable PeopleTools 8.55 Upgrade Delta Guide - An overview of the minor changes and new features from the PeopleTool upgrade affecting those that use the Accounts Payable module.
PeopleSoft Financials 9.2 Delta (2016 ) - Features and differences between 9.1 and 9.2 PeopleSoft Financials