PeopleSoft Financials 8'9 Basic Navigation

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PeopleSoft Financials 8.9Basic Navigation

• Janice Chancey
• Controllers Division
• jchancey_at_mcg.edu
• 706-721-3288

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Agenda

• General Overview
• Basic Navigation
• Online Training

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General Overview
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Request for Login

• You will not be automatically setup in PS
  Financials because you have attended the Basic
  Navigation class
• Your Supervisor must submit a PeopleSoft
  Financials 8.9 Security Form requesting your
  access
• The Security Form is available on the PeopleSoft
  website at http//www.mcg.edu/peoplesoft/document
  s/pssecurityaccessform_v89.pdf

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Login Information

• The PeopleSoft Financials V8.9 Icon to login is
  on the MyMCG home page.
• Your User ID and password for PeopleSoft V8.9
  will be the same as your Novell NET ID and
  Password. When you change your GroupWise
  password, then your PeopleSoft password will
  change as well.

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How to Clear Your Cache?

• In PeopleSoft Financials V8.9, you clear your
  cache by clearing your Internet Browsers
  temporary files. The steps to do this in
  Internet Explorer are
• Click on the Tools menu
• Click on Internet Options from the drop-down menu
• Click on the button to Delete Files
• Check the box in front of Delete all offline
  content
• Click OK

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PeopleSoft v8.9
Basic Navigation
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Universal Navigation Header
Universal Navigation Header
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Universal Navigation Header

• Home - returns you to this page of the
  application
• Worklist - takes you to the list of items
  awaiting your attention
• Add to Favorites - allows you to set a favorite
  for any page in the application that you navigate
  to often

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Setting Favorites - Example

• Navigate to PeopleTools gt Process Scheduler gt
  Process Monitor
• Set a Favorites and name the favorite Enter
  Vouchers.
• Note You can easily access them quickly in the
  future as needed. This is especially helpful when
  the navigation involves several steps.

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Favorites and the Menu Pagelet

• Add your most used and visited business processes
  to My Favorites.
• Click Add to Favorites in the upper right of
  your browser window.

Menu Pagelet
My Favorites link
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New Inquiry or Run Control

• When you first go to a page for an Inquiry, you
  will be asked to Add a New Value.
• Once you have created a Value, then you can
  choose Find an Existing Value. This will load
  your search criteria that was saved previously.
• You can save multiple Values for different
  departments, projects or scenarios.

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New Value or Run Control
Add A New Value
Find an Existing Value
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Sorting Search Results
Search results can be sorted in both ascending
and descending order. To change the order,
Simply click on the column header.
Ascending Order
Descending Order
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Left-hand Navigation and Menu Folders and
Subfolders

• As the user drills down the menu folders and
  subfolders will appear on the right-hand side of
  the screen.

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Return to / Go to Another Page

• Use the following to control returning to a page
  or going to another page
• Return to Search Button
• Cancel Button
• OK Button
• Links in the Pagelet Menu or Pages

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- DO NOT USE - Browser Back Button
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Expand/Collapse Menu Pagelet
Collapse Menu Pagelet
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Expand/Collapse Menu Pagelet
Expand Menu Pagelet
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Grid Data to Excel

• Anywhere in the system that you see the Grid Data
  to Excel icon, you may export the table you are
  viewing to Microsoft Excel.

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Insert Rows and Delete Rows

• You may add multiple rows by clicking the plus
  symbol located to the right of the grid data.
• You may delete rows by clicking the minus symbol
  located next to the plus symbol.

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Running Reports

• Running a Crystal Report
• VS
• Running a SQR Report

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Report Manager

• Crystal Reports must be run under the PSNT
  server.
• SQR Reports and All Other Processes must be run
  under the PSUNX server.

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User Productivity Kit (UPK) Online Training
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UPK Player (Online Training)

• There are 3 training methods in UPK to train on a
  Business Process
• (See It! Mode) Simulation of a task
• (Try It! Mode) Practice the task

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UPK Player (Online Training)
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UPK Delivery to Users

• McStrategies is used to deliver UPK player topics
  to users.
• The topics that will be assigned to the users
  will be based on their security roles that their
  department has requested.

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PeopleSoft V8.9 Project Resources

• PeopleSoft Financials V8.9 Upgrade website
  contains the following resources
• Training Documentation
• UPK Online Training Link
• Query Documentation
• Security Forms and Documentation
• The URL is http//www.mcg.edu/peoplesoft/peopleso
  ft_v89.htm

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Questions