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Janice Chancey

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Title: Departmental Sales Author: lrc Last modified by: Janice Chancey Created Date: 8/10/2006 6:43:34 PM Document presentation format: On-screen Show (4:3) – PowerPoint PPT presentation

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Title: Janice Chancey


1
PeopleSoft FinancialsBasic Navigation
  • Janice Chancey
  • Mgr, Financial Information Systems Reporting
  • Controllers Division

2
Agenda
  • General Overview
  • Basic Navigation

3
General Overview
Budget
Grants
Purchasing
Catalog Mgmt
General Ledger
Journal Entries
Accounts Payable
4
Hands-on PS FinancialsTraining Classes
  • eProcurement Requisitions Health eShop Learn
    how to enter ePro Requisitions into the system to
    purchase goods and services.
  • PS Tools for Grants Learn how to use the MCG
    Grant pages and reports to help you manage your
    Grant account.
  • Delivered Reports and Inquiries Learn how to
    run Budget reports and inquiries to help manage
    your budget.
  • Basic Query Training Learn how to run a Public
    query and modify a query to save as your private
    query.

5
PeopleSoft Financials Training Documents
  • PeopleSoft Financials http//www.gru.edu/finance/p
    eoplesoft/index.php
  • Financial Training Documents
  • http//www.gru.edu/finance/controller/training/ind
    ex.php

6
Request for Login
  • You will not be automatically setup in PS
    Financials because you have attended the Basic
    Navigation class
  • Your department must submit a PeopleSoft
    Financials Security Access Request Form
    requesting your access
  • The Security Form is available on the PeopleSoft
    website at
  • http//www.gru.edu/finance/peoplesoft/documents/pe
    oplesoft_security_access.pdf

7
Request for Login Contd
  • How Do I Know What to Check on the Form?
  • We have created a document under the Security
    Information and Forms link on the PeopleSoft
    Website with a document called
  • What access is given when I check a box on the
    Security Form?
  • The link to this document is below
    http//www.gru.edu/finance/peoplesoft/v89_security
    _form_end_user_details.xls

8
Where To Login?
  • The PeopleSoft Financials Icon to login is on
    the PAWS Portal page under Applications Tools.
  • Your User ID and password for PeopleSoft
    Financials will be the same as your NET ID and
    Password. This is the same as your SoftServ
    login.
  • When you change your password, then your
    PeopleSoft Financials password will change as
    well.

9
How to Login?
  • Type in your NetID and password.
  • If your user ID does not work, try typing it in
    ALL CAPS.
  • If you get a message that your account has been
    disable, then call
  • Janice 706-721-3288
  • Tina 706-721-0018

10
PS Financials Security
  • Never leave your system unattended
  • Lock your desktop when you leave your desk
  • CTRL-ALT-DEL and click on Lock Workstation
  • Do not share your password
  • Do not let someone use your Net ID

11
PeopleSoft Financials
Basic Navigation
12
Menu Navigation and Expand Button
This is the Expand and Collapse Triangles in
PSFIN. You will see them on many pages. A
sideways triangle means Expand (take a look and
it will show you more information).
13
Menu Navigation
Click on a Menu Option, and you will see the next
menu options in the middle of the page
14
Menu Navigation
Click on a menu option or submenu option to where
you need to go
15
Menu Navigation
Click on Home to go back to see the main menu or
you can click on the Main Menu for a drop down
menu
16
Menu Navigation
Do Not click on the back button. Use the menus
and buttons in PS Financials to navigate. The
back button is part of your Internet Browser, not
PS Financials.
Click on Sign Out to log out of PeopleSoft
Financials, then you can click on the red x to
close the window.
17
Universal Navigation Header
Universal Navigation Header
18
New Window
  • When you want to open a second window to look at
    another menu option, click on the New Window
    hyperlink at the top right corner under the
    Universal Navigation Bar

19
Setting Favorites
  • Navigate to the page that you would like to set
    as a favorite
  • Click on the Add to Favorites link on the
    Universal Navigation Bar
  • The page will now show up on your My Favorites
    Menu

20
Adding My Reports Menu to Home Page in PS
Financials
  1. Click on Content hyper link on top of the menu by
    Personalize.
  2. Check the box by My Reports under PeopleSoft
    Applications.
  3. Click on the Save button.
  4. You will then see your My Reports menu under your
    Menu. To move it to the side click on Layout by
    Personalize.
  5. Click once on the My Reports under the Left
    Column, and then click on the right arrow to move
    it to the Right Column.
  6. Click on the save button.

21
Run Controls
  • A Run Control is the driver that needs to be
    created to run Budget Status Reports, Budget
    Transaction Details, etc.
  • The idea of a run control is to create and save
    them so you can use them again without having to
    create the same criteria every month or week for
    the same data you want a report.
  • Run Controls should be made for each type of
    report that you run.
  • The names cannot include spaces.
  • They can not be renamed or deleted.

22
Creating a Run Control
  • When you first go to run a report, you will need
    a Run Control ID (since you have never created
    one at this point you will have to add a new
    value)
  • Once you click add a new a Value, then you will
    have to name your Run Control. I recommend
    starting the name with the report name.
  • If you already have a existing Run Control then
    you just need to click the name listed below
    search results.

Add A New Value
Find an Existing Value
Saved Run Control Listing
23
Budget Transaction Detail Report Run Control
Sample
24
Process Scheduler Request
  • This page comes up when you click on the Run
    button on a report run control page.
  • Crystal Reports must be run under the PSNT
    server.
  • SQR Reports and All Other Processes must be run
    under the PSUNX server.

25
How to Get Make the TAB Skip Over the Lookup
Magnifying Glass
  1. Click on the My Personalizations at the bottom of
    the Main Menu.
  2. Click on the Personalize Option button by
    Navigation Personalizations.
  3. Choose Yes from the drop-down list by Tab over
    Lookup Button.
  4. (Note you can also choose Yes by Tab over
    Calendar Button)
  5. Click OK to save your settings.

26
How to Turn off AutoComplete
  1. Click on the My Personalizations at the bottom of
    the Main Menu.
  2. Click on the Personalize Option button by
    Navigation Personalizations.
  3. Choose No from the drop-down list by
    AutoComplete.
  4. Click OK to save your settings.

27
If You Need Help
  • Financial Information Systems and Reporting
  • Problem resolution and general questions
  • Janice Chancey 706-721-3288
  • Requisition Workflow Approvals and Security forms
  • Tina Fletcher 706-721-0018
  • Department ID creation/editing Authorized
    Signature forms
  • Gordon Prettelt 706-721-2046
  • PS_FINANCIALS_at_gru.edu -- email to our area
  • ITS Help Desk -- 721-4000

28
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