PeopleSoft General Ledger Rel 9.2

PeopleSoft General Ledger Rel 9.2

This course provides step-by-step instruction for implementing, using, and maintaining the fundamentals of PeopleSoft General Ledger 9.2. You learn about structuring your organization for optimal performance for business units, ledgers, trees and ChartField management from the ground up. This includes all types of journal processing, tips for efficiency, as well as the use of inquiry pages, delivered reports, and creating your own reports.

Duration: 4 Days

Prerequisites

• Understand basic navigation and PeopleSoft concepts
• Use of control tables to enforce business rules
• Able to run processes and reports
• Intro to PeopleSoft for Financial Management Solutions and Supply Chain Management

Audience

• End Users
• Financial Analysts
• Financial Reporting Managers
• Functional Implementers
• Implementation Consultants
• Reports Developers
• System Administrators
• Technical Consultants

Learning Objectives

• Implement PeopleSoft General Ledger and set up core data
• Create, maintain, and utilize PeopleSoft trees
• Structure PeopleSoft General Ledger to meet business requirements
• Create and process PeopleSoft General Ledger data
• Enter online journal entries and import spreadsheet journals
• Learn to use the tools for troubleshooting errors and resolving issues
• Organize and report PeopleSoft General Ledger results
• Perform interim and year end close
• Create reports using PS/nVision

Topics

• Business Process Overview
• Creating the General Ledger Structure
• Setting Installation Options and Common Definitions
• Planning and Creating PeopleSoft Trees
• Preparing for Journal Processing
• Implementing ChartField Combination Editing
• Processing General Ledger Data
• Maximizing General Ledger Processing
• Importing Spreadsheet Journals
• Implementing InterUnit and IntraUnit Accounting
• Performing Year End and Interim Close
• Reporting General Ledger Results with PS/nVision
• Defining Document Sequencing for General Ledger