Peoplesoft Finance Training in Velachery, Chennai

Navigating the PeopleSoft Systems

• Navigating and Searching in PeopleSoft
• Using navigational shortcuts and tools for accessing data online
• View and update records
• Search on a given topic within PeopleBooks

Working With Tables in PeopleSoft

• Types of PeopleSoft Tables
• The Translate Table
• Control Tables and Transaction Tables
• Understanding the Relationship of Business Units and SetIDs
• Describe Business Units and SetIDs

Understanding System Structure

• Understanding PeopleSoft Internet Architecture
• PeopleSoft Tables and Relational Database
• Effective Dating
• Action Types

Running Human Resources Processes and Reports

• Processing and Viewing a Human Resources Report
• Explain the purpose of the Employees table

Maintain Vendor

• Understanding procurement
• Understanding vendors
• Understanding vendor location and address

Managing Items

• Understand item categories
• Understanding items
• Understanding purchasing kits

Managing Request for Quotes

• Understanding request for quotes
• Understanding RFQ life cycle

Managing Requisitions

• Understanding requisition defaults
• Understanding requisition life cycle Source: SCANS – Secretary’s Commission for Achieving Necessary Skills
• Understanding requisition status
• Understanding requisition structure

Add/Change a PO

• Understanding PO change order numbers
• Understanding PO change orders
• Understanding PO defaults
• Understanding PO header status values
• Understanding PO life cycle
• Understanding PO structure

Process a PO

• Understanding approving and dispatching Pos
• Understanding background sourcing
• Understanding options for selecting requisitions
• Understanding requisition selection criteria

Manage Shipments

• Understanding closing and reconciling Pos
• Understanding PO receipt status
• Understanding receipt accrual
• Understanding receipt
• Status
• Understanding receiving shipment
• Understanding vendor return process

Maintain Vendors

• Understanding electronic payment
• Understanding procurement
• Understanding vendors
• Understanding vendor locations and address
• Understanding withholding information

Entering Voucher

• Understand voucher life cycle
• Understand voucher page groups
• Understand vouchers

Managing Vouchers

• Understanding control groups
• Understanding correcting voucher errors Source: SCANS – Secretary’s Commission for Achieving Necessary Skills
• Understanding multicurrency revaluation
• Understanding open item accounting
• Understanding selective voucher line updating
• Understanding voucher adjustments
• Understanding voucher approvals

Processing Payments

• Understanding confirming and changing payment reference
• numbering
• Understanding creating payments
• Understanding pay cycle
• Understanding pay cycle exceptions
• Understanding pay cycle manager
• Understanding payment process
• Understanding processing drafts
• Understanding escheating payment
• Understanding trial payment registers

Posting Voucher and Payments

• Understanding cash clearing
• Understanding payment posting
• Understanding voucher posting
• Understanding voucher unposting

Make a journal Entry

• Understanding chartfields
• Understanding journal entry
• Understanding speed types
• Understanding standard journal entry