Transcript Basic Navigation

Controller’s Division
PEOPLESOFT FINANCIALS 8.9
BASIC NAVIGATION
PeopleSoft Financials V8.9
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Agenda
 General Overview
 Basic Navigation
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Budget
Purchasing
Journal Entries
Catalog Mgmt
General Ledger
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Grants
Accounts Payable
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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/for
ms/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
Novell NETID and
password
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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 Navigation
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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).
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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
• Sign-off – to log out of PeopleSoft Financials
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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.
Menu Pagelet
My Favorites link
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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.
PeopleSoft Financials V8.9
Add A New Value
Find an Existing Value
Saved Run Control Listing
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Budget Transaction Run
Control Sample
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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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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
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