Transcript PeopleSoft Financials Basic Information & Navigation

PeopleSoft Financials
Basic Navigation
Janice Chancey
Mgr, Financial Information Systems & Reporting
Controller’s Division
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Agenda
• General Overview
• Basic Navigation
2
Budget
Purchasing
Journal Entries
Catalog Mgmt
General Ledger
Grants
Accounts Payable
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Hands-on PS Financials
Training Classes
 eProcurement Requisitions & Health eShop – 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 Financials Training
Documents
 PeopleSoft Financials
http://www.gru.edu/finance/peoplesoft/index.
php
 Financial Training Documents
http://www.gru.edu/finance/controller/training/index
.php
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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 department must submit a PeopleSoft
Financials Security Access Request Form requesting
your access
 The Security Form is available on the PeopleSoft
website at:
http://www.gru.edu/finance/peoplesoft/documents/
peoplesoft_security_access.pdf
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Request for Login – Cont’d
How Do I Know What to Check on the Form?
– We have created a document under the Security
Information and Forms link on the PeopleSoft Website
with a document called:
•
•
What access is given when I check a box on the Security Form?
The link to this document is below:
http://www.gru.edu/finance/peoplesoft/v89_security_form_e
nd_user_details.xls
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Where To Login?
 The PeopleSoft Financials Icon
to login is on the PAWS Portal
page under Applications &
Tools.
 Your User ID and password for
PeopleSoft Financials will be
the same as your NET ID and
Password. This is the same as
your SoftServ login.
 When you change your
password, then your
PeopleSoft Financials password
will change as well.
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How to Login?
 Type in your NetID
and password.
 If your user ID does
not work, try typing it
in ALL CAPS.
 If you get a message
that your account has
been disable, then
call:
 Janice 706-721-3288
 Tina 706-721-0018
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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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PeopleSoft Financials
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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New Window
• When you want to open a second window to look at another
menu option, click on the New Window hyperlink at the top
right corner under the Universal Navigation Bar
Setting Favorites
• Navigate to the page
that you would like to
set as a favorite
• Click on the Add to
Favorites link on the
Universal Navigation
Bar
• The page will now show
up on your My
Favorites Menu
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Adding My Reports Menu to Home
Page in PS Financials
1. Click on Content hyper link on
top of the menu by Personalize.
2. Check the box by My Reports
under PeopleSoft Applications.
3. Click on the Save button.
4. You will then see your My
Reports menu under your Menu.
To move it to the side: click on
Layout by Personalize.
5. Click once on the My Reports
under the Left Column, and then
click on the right arrow to move
it to the Right Column.
6. Click on the save button.
Run Controls
• 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 a report.
• Run Controls should be made for each type of report that you
run.
• The names cannot include spaces.
• They can not be renamed or deleted.
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Creating a Run Control
• When you first go to run a
report, you will need 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, then you will have to
name your Run Control. I
recommend starting the name
with the report name.
• 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
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Budget Transaction Detail Report
Run Control Sample
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Process Scheduler Request
•This page comes up
when you click on the
Run button on a report
run control page.
•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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How to Get Make the TAB Skip Over the
Lookup Magnifying Glass
1. Click on the My
Personalizations at the bottom
of the Main Menu.
2. Click on the Personalize
Option button by Navigation
Personalizations.
3. Choose Yes from the dropdown list by “Tab over Lookup
Button”.
4. (Note: you can also choose
Yes by “Tab over Calendar
Button”)
5. Click OK to save your settings.
If You Need Help
• Financial Information Systems and Reporting
– Problem resolution and general questions
• Janice Chancey – 706-721-3288
– Requisition Workflow Approvals and Security forms
• Tina Fletcher – 706-721-0018
– Department ID creation/editing & Authorized Signature
forms
• Gordon Prettelt – 706-721-2046
• ITS Help Desk
– 1-4000
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Questions
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