Finance PeopleSoft 8 Training


  *** PS 8 Training Tutorial Instructions ***



·        Finance 8.4 Desktop Readiness Document (Printable Instruction) (Added: 07/16/2004)

·        Helpful Hints for 8.4 (Printable Instruction) (Added: 07/16/2004)

·        Add to Favorites (Online Tutorial  |  Printable Instruction)


Accounts Payable

l         Creating a Regular Voucher:  (Online Tutorial | Printable Instruction)

l         Looking Up Vendors (Printable Instruction)

l         Researching Budget Errors for Vouchers (Printable Instruction) (Added: 10/20/2004)

l         Reviewing Voucher Budget Errors (Printable Instruction) (Revised: 03/02/2004)

l         Deleting Vouchers (Printable Instruction)

l         Creating a PO Voucher (Printable Instruction) (Revised: 11/10/2006)

l         Creating a Template Voucher (Printable Instruction) (Added: 02/23/2004)

l         Copying a Template Voucher (Printable Instruction)  (Added: 02/23/2004)

l         Searching for Vendors (Printable Instruction) (Added: 05/21/2004)

l         Inquiry

-         Using Voucher Inquiry (Printable Instruction) (Added: 06/03/2004)

-         Using Payment Inquiry (Printable Instruction) (Added: 06/03/2004)




·        Journals

-  Creating a Budget Journal Entry in Workflow (Printable Instruction)

·        Inquiry

-  Reviewing Budgets Overview Basics (Printable Instruction) (Added: 06/08/2004)

-  Reviewing Budget Exceptions (Printable Instruction)

-  Budget Checking Process and Errors Summary (Printable Instruction) (Added: 09/22/2004)




General Ledger

·        Orientation for PS General Ledger (Printable Instruction) (Added: 06/29/2004)

·        Looking up a Cost Center (Online Tutorial  |  Printable Instruction)

·        Viewing Chartfield 1 Value (Printable Instruction) (Added: 06/02/2004)

·        Creating & Maintaining Chartfield 1 Values (Printable Instruction)  (Added: 07/13/2004)

·        Journals

-  Creating A Journal Entry in Workflow (Online Tutorial  |  Printable Instruction)

-  Creating An Encumbrance Journal (Online Tutorial  |  Printable Instruction)

·        Inquiry

    - Reviewing Ledger Activity (Printable Instruction)




·        Creating a Requisition (Online Tutorial  |  Printable Instruction)

·        Printing a PO Receiving Report (Online Tutorial  |  Printable Instruction) (Added: 02/24/2004)

·        Cross Referencing a Requisition to a PO (Online Tutorial  |  Printable Instruction) (Added: 02/24/2004, 03/13/04 for Online Tutorial)

·        Canceling a Requisition (Printable Instruction) (Revised: 10/29/2004)

·        Running the PO Status Report (Printable Instruction) (Added: 06/22/2004)

·        Researching Budget Errors for Requisitions (Printable Instruction) (Added: 09/22/2004)

·        Researching Budget Errors for Purchase Orders (Printable Instruction) (Added: 09/22/2004)

·        Inquiry

-  Looking up a Purchase Order (Printable Instruction) (Added: 06/09/2004)

-  Looking up a Requisition (Printable Instruction) (Added: 06/09/2004)




l         Department Reports (Revised: 07/01/2004)

l         Excel Settings for Query in PeopleSoft version 8.4 (Printable Instruction) (Added: 05/02/2004)

l         Run an Existing Query to Excel (Printable Instruction) (Added: 05/02/2004)

l         Creating the Report Manager Pagelet (Printable Instruction) (Added 06/17/2004)

l         Deleting Reports in PeopleSoft (Printable Instruction) (Added: 09/30/2004)

l         Deleting Run Control IDs (Printable Instruction) (Added: 10/05/2004)

l         Verification Worksheet Update (Printable Instruction) (Added: 10/25/2004)

l         Financial Report Matrix (Printable Instruction) (Added: 12/20/2004)