Transcript PeopleSoft 8.8 - UT Health Science Center at Houston

PeopleSoft 8.8
Financials Overview
Instructor
Important Logistics!
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Name Tents
Sign-in daily on class roster
Class starts ON TIME – please be punctual
Pagers & cell phones on silent/vibrate
mode
• Web-mail during breaks only
• Facilities information
– Food, restrooms, safety
– PC equipment
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Introductions
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Name
Where do you work?
Length of time at the University
PeopleSoft experience
Why do you need this class?
What was your first paying job?
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Agenda
• Chapter 1 – PeopleSoft Navigation
• Chapter 2 – Introducing PeopleSoft
BREAK
• Chapter 2 – Introducing PeopleSoft (con’t.)
• Chapter 3 – Accessing Reports
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Course Objectives
• Navigate in web-based PeopleSoft application
• Understand the basic process flows for each
application
• Understand PeopleSoft application structure
& integration
• Access & run standard reports
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Chapter 1 of 3
PeopleSoft Navigation
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PeopleSoft 8.8 System
Overview
• Easy access
• Reduced hardware/
software problems
• Uses standard internet protocols
• Look & feel is like popular web sites
• Uses hyperlinks & buttons
• All processes executed on server,
not workstation
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PeopleSoft Internet
Architecture
SQL
HTTP
SSL
SQL
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Let’s Log In
• Case sensitive!
• Training User ID:
OV###
• Password:
PSOFT2012
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Navigation Procedures
• Navigating to a page
• Searching for information
• Adding items to PeopleSoft
My Favorites menu
• Opening multiple menus
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Remember….
DO NOT use the
Back & Forward
buttons on your
internet browser in
PeopleSoft!
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Chapter 2 of 3
Introducing PeopleSoft FMS
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Applications All Work
Together
UT Grants
HCM Payroll
UT Budgets
Accounts
Payable
Internal
Services
ePro/
Purchasing
General
Ledger
Accounts
Receivable
UT Travel
Billing
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Asset
Management
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Business Unit ChartField
• Primary Business Unit is UTHSC
• Internal Services – UTINT
• Travel & Consultant Requisitions– UTTRV
General Ledger
Application
Accounts Payable
Application
ePro/Purchasing
Application
UTHSC
UTHSC
UTHSC
MDFND
UTINT
UTINT
UTP
MDFND
UTTRV
UTP
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UTHealth ChartField Structure
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UTP/MDFND ChartField Structure
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ChartFields & Trees
• Use trees to understand the university’s ChartField
structure
– Graphic representation of data structure
– Used for roll-up reporting
• Examples:
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DEPT_ROLLUP tree
ACCOUNT_ROLLUP tree
CC_ACT_TRANS tree or CC_PRJ_TRANS tree
FUND_ROLLUP tree
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Commitment Control (KK)
• Used throughout FMS
applications to:
– Budget dollars
– Check expenditures &
revenues
– Create pre-encumbrances &
encumbrances
• Three types of Budget
Control transactions
– Actuals & Recognized
– Encumbrance
– Pre-encumbrance
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Review Budget Info Online
• Use a Ledger Group:
– CC_ORG
– CC_PRJ
– CC_Rev
• Tools to review your budget:
– Budget Overview – summary view with drill-down to source
transaction lines
– Ledger Inquiry Sets – combine multiple ledger groups for
consolidated view of budget
– Budget Details – one budget detail line with drill-down to
the source transaction
– Activity Log
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How Drill-Down Works
Summary
Ledger
Detail Ledger
Journals (Header & Lines)
Journal Generator
Feeder Systems
Accounting entries from AP, AR, BI AM, etc.
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Budget Pool Accounts
• Financial transactions entered at the
detail account level, such as:
– Copy Service Charges
– Consumable Supplies
– Out-of-state airfare
• Budget checking occurs at the pool account level
(grouped) in Commitment Control, such as:
– Maintenance & Operations
– Travel
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Chapter 3 of 3
RunningReports
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Running Standard Reports
1. Run Control Page
• Add new or use existing Run Control ID (no spaces
allowed)
• Together with your User ID uniquely identifies the job
2. Parameters Page
• Enter your request parameters (filters/criteria)
• Click RUN button.
3. Process Scheduler
Page
• Enter where, when (off-peak time), and how to run the
report/process
• Click OK button
4. Parameters Page
Reappears
• Enter new parameters to re-run report/process OR
• Use hyperlinks to Process Monitor or Report Manager OR
• Navigate to another PeopleSoft page
5. Process Monitor or
Report Manager
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Use to check status and view report results
Use hyperlinks on parameters page OR
Main Menu > Reporting Tools > Report Manager OR
Main Menu > PeopleTools > Process Scheduler > Process
Monitor
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Running Public Queries
Search
Run
Prompts
(criteria)
View
Results
Download
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FMS Security Access
• PeopleSoft FMS Account Request
Form available online
– Check all transaction types to which you need
access
– Sign & send form to your Security Coordinator
• As you meet training requirements, more
menu options will be available to you in
PeopleSoft FMS.
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Wrap-Up
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Security
Questions and answers
Log-out of PeopleSoft
Return all borrowed materials
Shut down PC & monitor
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