PeopleSoft Financials 8.9 Basic Navigation

PeopleSoft Financials V8.9 1

Controller’s Division

PeopleSoft Financials V8.9

Agenda

General Overview Basic Navigation

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PeopleSoft Financials V8.9 3

BudgetPurchasing Catalog Mgmt

Grants

Journal EntriesGeneral Ledger

Accounts Payable


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.

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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/peoplesoft/index.html

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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: https://portal.georgiahealth.edu/portal/page/portal/forms/PeopleSoft/pssecurityaccessform_04182013.pdf

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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.

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Login Information

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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

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How to Clear Your Cache?

In PeopleSoft Financials V8.9, you clear your cache by clearing your Internet Browser’s temporary files. The steps to do this in Internet Explorer are:1. Click on the Tools menu

2. Click on Internet Options from the drop-down menu

3. Click on the button to Delete Files

4. Check the box in front of Delete all offline content

5. Click OK

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PeopleSoft v8.9

Basic NavigationBasic Navigation

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Menu Navigation and Expand Menu Navigation and Expand ButtonButton

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).


Universal Navigation Header

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• Home - returns you to this page of the Home - returns you to this page of the applicationapplication

• Worklist - takes you to the list of items Worklist - takes you to the list of items awaiting your attentionawaiting your attention

• Add to Favorites - allows you to set a favorite Add to Favorites - allows you to set a favorite for any page in the application that you for any page in the application that you navigate to oftennavigate to often

• Sign-off – to log out of PeopleSoft FinancialsSign-off – to log out of PeopleSoft Financials


Setting Favorites - Example

Navigate to PeopleTools > Process Scheduler > 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.

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Menu Pagelet

My Favorites link


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.

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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.

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Add A New Value

Find an Existing Value

Saved Run Control Listing

Budget Transaction Run Control Sample

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- DO NOT USE - Browser Back Button

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Expand/Collapse Menu Pagelet

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Collapse Menu Pagelet


Expand/Collapse Menu Pagelet

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Expand Menu Pagelet


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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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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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

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Questions

Documents

PeopleSoft Financials 8.9 Basic Navigation