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Ecorptrainings
#318 , DOWN TOWN MALL,
Beside Lotus Children's Hospital,
Lakdikapul Hyderabad-04.
PhNo:+040-64643304/06
Mob...
o Explaining the Relationships of Business Units
and Set IDs
 Using PeopleSoft Process Scheduler and Reporting
Tools
o De...
 Setting Installation Options and Common
Definitions
o Setting Up Installation Options
o Establishing User Preferences
o ...
o Describing the Journal Process Flow
o Processing PeopleSoft General Ledger
Data
o Reviewing Journals and Determining
the...
 Implementing Interunit and Intraunit
Accounting
o Selecting an Appropriate Interunit
Approach
o Defining Interunit and I...
o Identifying General Ledger Business
Units
o Viewing Commitment Control Options
o Creating a Payables Definition
o Modify...
o Manually Uploading Vouchers
o Creating Quick Invoice Entries
o Closing, Unposting and Deleting
Vouchers
o Updating Open ...
o Creating Debit Memos
o Viewing Matching Reports
 Creating and Managing Payments
o Using Express Checks
o Creating Manua...
 Defining Receivables Tables
o Establishing Installation Options and User
Preferences
o Setting up Core Credit and Collec...
o Reviewing Item Information
o Updating Item Details
o Using Conversations
o Researching Customer Accounts
 Defining Paym...
o Constructing Payment Predictor Methods
o Using the Payment Predictor Process
o Analyzing Payment Predictor Reports
 Man...
1. Generating Statements
o Reviewing Customer and Item Information
o Explaining the Correspondence Process
o Creating Stat...
o Creating Travel Authorization Templates
o Creating Travel Authorizations
 Processing Expense Transactions
o Modifying U...
o Using the Journal Generator
o Rolling Over Travel Authorization Encumbrances
 Managing Expense Transaction Exceptions
o...
o Describing the Implementation of Asset
Management
o Describing the Conversion Process for Asset
Management
o Navigating ...
o Reviewing Maintenance History
 Maintaining Leased Assets
o Desribing Lease Types
o Defining Lease Payment Schedules
o C...
o Reviewing the Net Book Value of Parent-Child
Assets
 Depreciating Assets
o Describing How Asset Management Calculates
D...
 Maintaining Asset Book Information
o Describing Asset Books and Required Information
for Calculating Depreciation
o Desc...
 Integrating Asset Management with Other Products
o Integrating with PeopleSoft Purchasing and
Payables
o Using On-Demand...
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PEOPLESOFT FINANCIALS(FI) Online training Tutorials | Best PEOPLESOFT FINANCIALS(FI) training | Ecorptrainings

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We provide training for almost all IT technologies, i.e : PEOPLESOFT FINANCIALS(FI), Microsoft, Abinitio, SAP, ADOBE, ORACLE, and all IBM etc.. online trainings and job support from any ware.

For more details please visit- www.ecorptrainings.com

ECORP TRAININGS
USA: +1-703-445-4802
INDIA: +91-8143111555; +91-40-64643304 / 06
UK: +44-203-468-0685
URL: www.ecorptrainings.com

Email: training@ecorptrainings.com

Published in: Education
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PEOPLESOFT FINANCIALS(FI) Online training Tutorials | Best PEOPLESOFT FINANCIALS(FI) training | Ecorptrainings

  1. 1. Ecorptrainings #318 , DOWN TOWN MALL, Beside Lotus Children's Hospital, Lakdikapul Hyderabad-04. PhNo:+040-64643304/06 MobNo:+91-(0) 8143-111-555 =============================================================== PEOPLESOFT FINANCIALS(FI) Course Contents 1. INTRODUCTION TO PEOPLESOFT  Navigating PeopleSoft Applications o Signing into PeopleSoft Applications o Identifying PeopleSoft Internet Application (PIA) components o Identifying Shortcut Keys o Personalizing Content and Layout o Adding Favorites o Retrieving Data o Using PeopleBooks  Understanding System Structure o Explaining the PeopleSoft Internet Architecture o Discussing the Structure of PeopleSoft Tables and Relational Databases o Illustrating Effective Dating  Defining Business Units and Set IDs o Identifying Types of PeopleSoft Tables o Describing Business Units
  2. 2. o Explaining the Relationships of Business Units and Set IDs  Using PeopleSoft Process Scheduler and Reporting Tools o Describing PeopleSoft Process Scheduler o Using the Process Monitor o Identifying Reporting Tools o Running Reports o Performing Queries o Submitting Reports Using PS/nVision  Utilizing ChartFields o Explaining ChartFields o Identifying Delivered ChartFields o Configuring ChartFields 1. GENERAL LEDGER  Creating the General Ledger Structure o Basic Elements of PeopleSoft General Ledger o Implementation Steps for PeopleSoft General Ledger o PeopleSoft General Ledger Table Structure o Establishing General Ledger Business Units o Applying General Ledger Tableset Sharing
  3. 3.  Setting Installation Options and Common Definitions o Setting Up Installation Options o Establishing User Preferences o Establishing Account Types o Creating Detail Calendars o Defining Business Calendars o Defining ChartFields and ChartField Values  Planning and Creating PeopleSoft Trees o Defining the Significance of PeopleSoft Trees o Defining Tree Manager Terminology o Creating PeopleSoft Trees o Modifying Trees Using Tree Manager  Preparing for Journal Processing o Defining Ledger Templates o Defining Ledgers and Ledger Groups o Associating Ledgers with a Business Unit o Maintaining Accounting Periods o Defining Journal Entry Templates o Defining Journal Sources, Classes and Speed Types  Implementing ChartField Combination Editing o Defining ChartField Combination Edits o Link Combination Edits to Business Units o Building the Combination Edit Data Tables o Maintaining Combination Edits o Inquiring on Combination Edit Data
  4. 4. o Describing the Journal Process Flow o Processing PeopleSoft General Ledger Data o Reviewing Journals and Determining their Status o Editing and Posting Journals  Maximizing PeopleSoft General Ledger Processing o Automating Journals o Selecting a Statistical Method o Setting Up Suspense Error Handling o Analyzing Financial Information  Processing General Ledger Data Importing Spreadsheet Journals o Preparing the Workbook for Journal Upload o Configuring the Spreadsheet o Creating the Workbook o Importing Spreadsheet Journals  Performing Year End Close o Defining PeopleSoft Year End Close o Defining ChartField Value Sets o Defining Closing Rules o Processing PeopleSoft Year End Close o Running the Closing Trial Balance Report o Describing the Archiving Process
  5. 5.  Implementing Interunit and Intraunit Accounting o Selecting an Appropriate Interunit Approach o Defining Interunit and Intraunit Transactions o Performing Required Interunit and Intraunit Setup o Reconciling Interunit Activity o Unposting Interunit Journals  Reporting Results with PS/nVision o Defining the PS/nVision Elements o Creating PS/nVision Layouts o Running PS/nVision Reports  Implementing Documenting Sequencing for General Ledger o Defining Document Sequencing o Preparing for Document Sequencing o Processing Document Sequencing 2. PAYABLES  Defining Core Tables o Setting Installation Options o Utilizing TableSets o Establishing User Preferences o Creating Locations o Identifying Currency Options o Defining ChartFields o Creating Accounting Entry Templates o Setting Up Sales and Use Tax Options  Setting Up Payables Business Units
  6. 6. o Identifying General Ledger Business Units o Viewing Commitment Control Options o Creating a Payables Definition o Modifying Payables Options  Defining Banks o Identifying Common Banking Terms o Identifying the Basic Steps of Bank Setup o Defining Banks o Setting up Bank Branches o Defining External Accounts  Setting up Payment Data o Entering Payment Terms o Setting up Additional Payment Data  Adding Vendors o Explaining Vendors o Establishing Vendor Information o Adding Vendors o Explaining Vendor Conversations o Deactivating Vendors  Entering Miscellaneous Data o Enabling Entry Events o Defining Landed Costs  Processing Vouchers o Identifying Voucher Basics o Identifying Voucher Types
  7. 7. o Manually Uploading Vouchers o Creating Quick Invoice Entries o Closing, Unposting and Deleting Vouchers o Updating Open Items o Correcting Voucher Errors o Approving Vouchers  Utilizing Control Groups o Creating Control Groups o Deleting a Control Group o Running the Control Group Register  Creating Voucher Contracts o Describing Voucher Contracts o Establishing Contract Set Controls o Defining Voucher Contracts o Closing Voucher Contracts o Processing Batch Vouchers  Creating a Pay Cycle o Identifying Payment Creation Steps o Running the Pay Cycle o Viewing Payment References o Creating a Manual Positive Payment o Managing Trouble Shooting o Posting Payments  Matching o Explaining Matching o Entering Match Rules and Tolerances
  8. 8. o Creating Debit Memos o Viewing Matching Reports  Creating and Managing Payments o Using Express Checks o Creating Manual Payments o Canceling Payments o Processing Escheated Payments o Processing Rescheduled Payments o Creating Drafts  Running Batch Processes o Running Journal Generator o Viewing Open Liabilities  Running Inquiries and Reports o Viewing PeopleSoft Payables Inquiries o Viewing Payables Metrics o Running Payables Reports 3. RECEIVABLES  Describe PeopleSoft Enterprise Receivables 8.9 o Implementing Receivables o Integrating with Other PeopleSoft Enterprise Products  Establishing PeopleSoft Receivables Business Units o Establishing a PeopleSoft Receivables Business Unit o Defining SetIDs o Using Record Groups
  9. 9.  Defining Receivables Tables o Establishing Installation Options and User Preferences o Setting up Core Credit and Collection Options o Setting up Action Owners and Audit History o Setting Up Payment Terms o Setting Up Detail Calendars o Setting Up Receivables Options  Setting Up Customers o Entering and Maintaining Customer Information o Modifying Customer Credit Profiles o Establishing Customer Contacts  Defining Item Processing Tables o Setting Up Origin IDs o Setting Up Distribution Codes o Identifying System Functions o Identifying Entry Types and Entry Reasons o Establishing Item Entry Types  Entering Items o Entering Items Online o Receiving External Pending Items o Performing the Receivable Update Process  Managing Item and Customer Inquiries and Maintenance
  10. 10. o Reviewing Item Information o Updating Item Details o Using Conversations o Researching Customer Accounts  Defining Payment Processing o Setting Up Deposit Types o Defining Bank Account Information o Establishing Automatic Entry System Functions  Entering Payments o Entering Regular Deposits o Entering Express Deposits o Processing Cash Drawer Receipts o Receiving Electronic Payments o Correcting Errors in Deposits o Journaling Payments Directly  Managing Payment Worksheets o Building Payment Worksheets o Applying Payments Across Business Units o Analyzing Overpayments o Applying Underpayments o Inquiring on Payments Set to Post o Applying Payments to Items Using Multiple Currencies o Running the Journal Generator Process o Performing Payment Inquiries  Using Payment Predictor
  11. 11. o Constructing Payment Predictor Methods o Using the Payment Predictor Process o Analyzing Payment Predictor Reports  Managing Item Maintenance o Using Maintenance Worksheets o Unposting a Payment o Using Transfer Worksheets  Using the Automatic Maintenance Process o Setting Up Automatic Maintenance o Performing Automatic Maintenance  Aging Receivables  Defining History Elements  Setting Up Aging Control Tables  Creating History Inquiries and Aging Requests  Generate Aging Reports 1. Setting Up Exception and Collection Processing o Describing Exception and Collection Processing o Setting Up Actions and Action Templates o Setting Up Collection and Assessment Rules 1. Using Credit, Collections, and Exceptions o Working with Actions o Obtaining D&B Information
  12. 12. 1. Generating Statements o Reviewing Customer and Item Information o Explaining the Correspondence Process o Creating Statements  EXPENSES  Defining General Options o Defining Installation Options for Expenses o Setting Up Expenses Options o Setting Up Expenses Business Units o Defining DCAA Requirements (USA) o Identifying Common Data and Global Features  Setting up Security and Approvals o Setting Up Expense Users and Permission Lists o Defining Approval and Audit Rules o Defining Approval Options  Setting Up Expenses Structure o Defining Business Rules for Expenses o Setting Up Expense Management Functions o Setting Up Locations and Rates o Creating Expense Templates  Setting Up Employee Data o Loading Employee Data o Maintaining Employee Profiles  Processing Travel Authorizations
  13. 13. o Creating Travel Authorization Templates o Creating Travel Authorizations  Processing Expense Transactions o Modifying User Defaults o Processing Cash Advances o Preparing Cash Advances o Creating Time Reports  Approving Expense Transactions o Describing Summary Approval Options o Performing Approvals and Audits o Modifying Approved Transactions  Processing Payments o Describing the Expenses Payment Process o Staging Payments for Processing o Processing Payments in PeopleSoft Payables o Sending Payments to Payroll o Reviewing Payments  Integrating with PeopleSoft Project Costing o Processing Project-related Expense Transactions o Sending Transactions to Project Costing  Integrating with PeopleSoft General Ledger o Posting Liabilities and Payments o Examining Accounting Entries o Establishing Links with the General Ledger
  14. 14. o Using the Journal Generator o Rolling Over Travel Authorization Encumbrances  Managing Expense Transaction Exceptions o Canceling Expense Payments in Payables o Unposting Expense Reports o Modifying and Closing Cash Advances and Expense Reports o Creating Accounting Adjustments for Expense Reports o Reconciling Cash Advances  Processing External Data o Describing External Expense Data o Reconciling Airline Tickets o Processing Imported Credit Card Data o Using Automated Teller Machine Data o Using Benchmark Data  Examining and Archiving Expense Information o Running Expenses Queries o Running Reports o Archiving Expense Transactions  ASSET MANAGEMENT  Business Process Overview o Defining the Asset Lifecycle Management (ALM) Solution o Describing the Asset Transaction Flow o Describing Asset Management System Integration
  15. 15. o Describing the Implementation of Asset Management o Describing the Conversion Process for Asset Management o Navigating through Asset Management  Defining General Options o Setting Up Installation Options o Defining User Preferences o Defining Locations, Calendars and ChartField Values  Setting Up Asset Management o Creating Asset Books o Creating Business Units o Defining Open Periods o Setting Up Value Added Tax (VAT) Defaults  Adding Assets o Describing the Methods for Adding Assets Online o Describing the Tables Used for Asset Management o Adding Assets Using Express Add o Adding Assets Using Basic Add o Identifying Hazardous Assets  Managing Asset Insurance, Maintenance, Warranties and Repair o Tracking Asset Insurance o Defining and Tracking Asset Maintenance o Tracking Asset Maintenance Contracts o Creating and Applying Warranties
  16. 16. o Reviewing Maintenance History  Maintaining Leased Assets o Desribing Lease Types o Defining Lease Payment Schedules o Creating Leased Assets o Defining Step Leases o Generating Lease Reports  Adjusting, Recategorizing and Transferring Assets o Adjusting Asset Information o Reviewing Asset Cost History o Recategorizing Assets o Transferring Assets Within and Between Business Units o Summarizing Cost Rows  Retiring and Reinstating Assets o Retiring Assets Manually o Retiring Fully Depreciated Assets Automatically o Using the Disposal Worksheet to Retire Assets o Describing Retirement Integration with Other PeopleSoft Applications o Reinstating Assets  Maintaining Parent and Child Assets o Adding Parent and Child Assets o Adjusting Parent and Child Assets o Recategorizing Parent and Child Assets o Performing Transfers of Parent and Child Assets o Retiring of Parent and Child Assets
  17. 17. o Reviewing the Net Book Value of Parent-Child Assets  Depreciating Assets o Describing How Asset Management Calculates Depreciation o Reviewing and Modifying Open Transactions o Performing the Depreciation Calculation Process o Recalculating Depreciation and Performing What-If Calculations  Depreciating Assets France o Configuring and Depreciating Assets Using the Derogatory Method o Creating Accounting Entries for Derogatory Depreciation o Configuring and Reporting Business Tax o Revaluing Assets o Running Statutory Reports  Depreciating Assets India o Describing Depreciation Processing for India o Processing Tax Depreciation for India  Depreciating Assets Japan o Using Special and Increased Depreciation Methods o Using Advanced and Composite Depreciation o Setting Up Currency Rounding Options o Generating Local Tax Reports o Calculating Consumption Tax When Selling Retired Assets
  18. 18.  Maintaining Asset Book Information o Describing Asset Books and Required Information for Calculating Depreciation o Describing Remaining Value and Life-to-Date Depreciation Methods o Reviewing Changes Made to Asset Books  Reporting and Charting Asset Information o Describing Asset Management Reporting Options o Generating Asset Management Reports o Generating Asset Charts  Generating Asset Accounting Entries o Creating and Reviewing Accounting Entries o Closing Depreciation o Closing Asset Accounting Periods o Listing Common Month-End Processes  Allocating Depreciation Expense o Describing Depreciation Allocation o Defining Transaction Groups o Creating Allocation Entries  Integrating with PeopleSoft General Ledger o Defining the General Ledger to Accept Journal Entries o Defining the Link Between Asset Management and General Ledger o Running the Journal Generator Process
  19. 19.  Integrating Asset Management with Other Products o Integrating with PeopleSoft Purchasing and Payables o Using On-Demand Processing o Consolidating and Unitizing Assets o Integrating with PeopleSoft Project Costing  Planning for Capital Asset Acquisitions o Describing Asset Budgeting and Capital Acquisition Planning o Defining Capital Acquisition Plans (CAP) o Link Assets to a CAP o Review and Adjust CAP information  Performing Mass Changes to Assets o Defining and Running the Mass Change Process o Reviewing the Results of Mass Change o Running the Transaction Loader Process  Final Course Activity o Defining the Various Control Tables Required to Perform Transactions o Calculating Depreciation on Open Transaction o Creating Accounting Entries and Running Depreciation Close o Running the Journal Generator Process o Reviewing Results 1. Real Time Projects & CONFIDENTIAL BONUS. For More Details contact: http://www.ecorptrainings.com

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