PeopleSoft Financials 8.9 Basic Navigation

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PeopleSoft Financials 8.9Basic Navigation

• Controllers Division

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Agenda

• General Overview
• Basic Navigation

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General Overview
Budget
Grants
Purchasing
Catalog Mgmt
General Ledger
Journal Entries
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/p
  eoplesoft/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/porta
  l/page/portal/forms/PeopleSoft/pssecurityaccessfor
  m_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 Browsers
  temporary files. The steps to do this in
  Internet Explorer are
• Click on the Tools menu
• Click on Internet Options from the drop-down menu
• Click on the button to Delete Files
• Check the box in front of Delete all offline
  content
• 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 gt Process Scheduler gt
  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.

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