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PeopleSoft Financials 8.9 Basic Navigation

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Controller s Division * PeopleSoft Financials V8.9 PeopleSoft Financials V8.9 PeopleSoft Financials V8.9 PeopleSoft Financials V8.9 * In this class we will be ... – PowerPoint PPT presentation

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Title: PeopleSoft Financials 8.9 Basic Navigation


1
PeopleSoft Financials 8.9Basic Navigation
  • Controllers Division

2
Agenda
  • General Overview
  • Basic Navigation

3
General Overview
Budget
Grants
Purchasing
Catalog Mgmt
General Ledger
Journal Entries
Accounts Payable
4
PS Financials Training Classes
  • eProcurement Requisitions 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 V8.9 Project Resources
  • PeopleSoft Financials V8.9 Upgrade website
    contains the following resources
  • Training Documentation
  • Bi-monthly Newsletters
  • How Do I? Brief introduction to forms and samples
  • Query Documentation
  • Security Forms and Documentation
  • The URL is http//www.georgiahealth.edu/finance/p
    eoplesoft/index.html

6
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 https//portal.georgiahealth.edu/porta
    l/page/portal/forms/PeopleSoft/pssecurityaccessfor
    m_04182013.pdf

7
Login Information
  • The PeopleSoft Financials V8.9 Icon to login is
    on the PAWS Portal page under Applications
    Tools.
  • 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.

8
Login Information
Novell NETID and password
9
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

10
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

11
PeopleSoft v8.9
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
Universal Navigation Header
Universal Navigation Header
14
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
  • Sign-off to log out of PeopleSoft Financials

15
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.

16
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
17
New Inquiry or Run Control
  • Once you become familiar with Psoft you will be
    using Run Controls to gather information for a
    range of criteria that will generate a report of
    information.
  • 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 an inquiry on.

18
Creating a Run Control
  • When you first go to a page for Inquiry you will
    be asked for 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, now you need
    to load the search criteria to inquiry on.
  • 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
19
Budget Transaction Run Control Sample
20
- DO NOT USE - Browser Back Button
21
Expand/Collapse Menu Pagelet
Collapse Menu Pagelet
22
Expand/Collapse Menu Pagelet
Expand Menu Pagelet
23
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.

24
Running Reports
  • Running a Crystal Report
  • VS
  • Running a SQR Report

25
Report Manager
  • Crystal Reports must be run under the PSNT
    server.
  • SQR Reports and All Other Processes must be run
    under the PSUNX server.

26
Help Information
  • Financial Information Systems and Reporting
  • Problem resolution and general questions
  • Janice Chancey 1-3288
  • Requisition Workflow Approvals, Security forms,
    and Departmental Approvers
  • Tina Fletcher 1-0018
  • ITS Help Desk
  • 1-4000

27
Questions
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