PeopleSoft General Ledger Foundation Accelerated Rel 9.2

Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $7,260Register


Course DateLocationDaysPriceRegister
Nov 13, 2017Live Virtual - 10:30 am Eastern5 $6,960Register
Sep 18, 2017Live Virtual - 9:30 am Eastern5 $6,960Register


PeopleSoft General Ledger Foundation Accelerated Rel 9.2

Description: This intensive, 5-day PeopleSoft General Ledger Foundation Accelerated Rel 9.2 training teaches you how to implement, use and maintain the fundamentals of PeopleSoft General Ledger 9.2. Expert Oracle University instructors will teach you how to structure your organization for optimal performance for business units, ledgers, trees and ChartField management, allocations and consolidations from the ground up.Learn To: Implement General Ledger and set up core data. Create, maintain, and utilize PeopleSoft Trees. Define journal processing options. Enter online journal entries and import spreadsheet journals.Create InterUnit and IntraUnit journals.Use the General Ledger WorkCenter and Dashboard. Perform interim and year end close. Create reports using PS/nvision. Set up and perform allocations. Set up and perform consolidations. Benefits to You Investing in this course will introduce you to the latest features in PeopleSoft General Ledger through hands-on exercises. You'll learn valuable information from the implementer's perspective, as well as for end-users. You'll be presented with best practices for achieving maximum efficiency. Hands-on activities include early decision-making regarding structure based on business needs, troubleshooting and error resolution. These activities follow the process flow of an implementation, journal and closing cycles. Use the General Ledger WorkCenterThis course will also teach you how to use the General Ledger WorkCenter to better organize your workload and save valuable time and energy. You'll create a new business unit and follow it through setup, processing data, closing and reporting results using delivered reports, PS Query and PS/nVision. Discussions include PeopleSoft methods for securing sensitive data. Live Virtual Class Format A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Duration: 5 Days

Course Objective:

  • Implement PeopleSoft General Ledger
  • Structure PeopleSoft General Ledger to meet business requirements
  • Create and Process PeopleSoft General Ledger data
  • Learn to use the tools for troubleshooting errors and resolving issues
  • Organize and Report PeopleSoft General Ledger Results
  • Set Up and Perform Financial Allocations
  • Set Up and Perform Financial Consolidations

Audience:

  • End Users
  • Financial Analyst
  • Financial Reporting Manager
  • Functional Implementer
  • Implementation Consultant
  • Reports Developer
  • System Administrator
  • Technical Consultant

Prerequisites:

  • Understanding of basic navigation and PeopleSoft concepts.
  • Use of control tables to enforce business rules
  • Able to run processes and reports

Topics:

Course Overview

  • Objectives
  • Agenda

Business Process Overview

  • Describing the Basic Components of PeopleSoft General Ledger
  • Describing the High Level Implementation Steps
  • Describing the Ledger Table Structure
  • Describing Integration Points between PeopleSoft General Ledger and other PeopleSoft Applications

Creating the General Ledger Structure

  • Establishing General Ledger Business Units
  • Applying General Ledger TableSet Sharing

Setting Installation Options and Common Definitions

  • Setting Installation Options
  • Establishing User Preferences
  • Establishing Account Types
  • Creating Detail Calendars
  • Defining Business Calendars
  • Defining ChartFields and ChartField Values
  • Requesting and Approving ChartFields and ChartField Values
  • Securing ChartFields

Planning and Creating PeopleSoft Trees

  • Defining the Significance of PeopleSoft Trees
  • Defining Tree Manager Terminology
  • Creating PeopleSoft Trees
  • Maintaining PeopleSoft Trees

Preparing for Journal Processing

  • Defining Ledgers
  • Associating Ledgers to a Business Unit
  • Opening and Closing Accounting Periods
  • Defining Journal Entry Templates
  • Defining Journal Classes, Sources, and SpeedTypes
  • Enabling Audit Logging for Journals
  • Enabling Approval Framework

Implementing ChartField Combination Editing

  • Defining ChartField Combination Edits
  • Linking Combination Edits to a Business Unit
  • Building Combination Edit Data
  • Inquiring on Combination Edit Data

Processing General Ledger Data

  • Describing the Journal Processing Flow
  • Entering Journals
  • Reviewing the Journal Entry Detail Report
  • Reviewing Journals and Determining Status
  • Editing Journals
  • Researching and Correcting Journal Errors
  • Posting Journals

Maximizing General Ledger Processing

  • Setting Up Automatic Journal Features
  • Selecting a Statistical Method
  • Using GL WorkCenter and Dashboard
  • Setting Up Suspense Error Handling
  • Analyzing Financial Information

Importing Spreadsheet Journals

  • Setting Up Workbook Defaults
  • Configuring the Workbook ChartFields
  • Importing Journals to General Ledger

Implenting InterUnit and IntraUnit Accounting

  • Defining InerUnit and IntraUnit Transactions
  • Selecting an Appropriate InterUnit Method
  • Setting Up InterUnit and IntraUnit Accounting
  • Processing InterUnit and IntraUnit Transactions

Performing Year End and Interim Close

  • Defining the Closing Options
  • Setting Up Interim and Year End Close
  • Processing and Analyzing Closing
  • Archiving General Ledger Information

Reporting General Ledger Results with PS/nVision

  • Defining PS/nVision Elements
  • Creating a PS/nVision Report Layout
  • Running PS/nVision Reports
  • Running PS/nVision Reports on the Web

Defining Document Sequencing for General Ledger

  • Describing Document Sequencing Functionality
  • Setting Up General Ledger for Document Sequencing

Setting Up and Performing Financial Allocations

  • Agenda
  • Business Process Overview
  • Defining Allocation Steps
  • Maintaining Allocation Steps
  • Running the Allocation Process
  • Review

Setting Up and Performing Financial Consolidations

  • Agenda
  • Business Process Overview
  • Defining the Consolidation Setup
  • Running the Consolidation Process
  • Defining Subsidiary Ownership
  • Review

Appendixes

  • Creating Summary Ledgers
  • Reference Material
  • Describing How to Find Information About PeopleSoft General Ledger in the Documentation

Related Courses:

  • PeopleSoft General Ledger Foundation Accelerated Rel 9.2
  • Instructor Led Training
Course DateLocationDaysPriceRegister
Call for Classroom Training Dates5 $7,260Register


Course DateLocationDaysPriceRegister
Nov 13, 2017Live Virtual - 10:30 am Eastern5 $6,960Register
Sep 18, 2017Live Virtual - 9:30 am Eastern5 $6,960Register