People Soft Financials 8.4 Basic Training

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People Soft Financials 8.4 Basic Training
Optional Slides
Revised 6/25/03
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Additional slides

• A little beyond Basic
• Budget Journals
• LAM Distributions Obligations
• Monthly statements
• Query Quirks

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Budget Journal
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Budget Journal
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Budget Journal
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Look up LAM Distributions
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Look up LAM Obligations
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Push Monthly Statements

• Note that this has opened an Excel window within
  the web browser.
• To copy the report to an Excel file
• Right click on the grey box in the upper
  left-hand corner of the spreadsheet and select
  copy
• Open Excel, go to cell A1 of a new spreadsheet,
  right click and select paste

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Push Monthly Statements

• Note that some codes appear in Row 1 and Column
  A. Delete Row 1 and Column A.
• Your spreadsheet now looks like the next slide,
  and you can save and use as you like.

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Query Quirks

• Query Quirks
• response to prompts
• Rerun
• Wildcards in PS
• How to export to Excel and print

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Rerun, notice record count
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Trees

• Key aspect of PeopleSoft
• Hierarchical representation of data
• PeopleSoft bases security on trees

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