PeopleSoft General Ledger Rel 9.2

Course DateLocationDaysPriceRegister
Jan 22, 2018Toronto4 $4,840Register
Mar 26, 2018Toronto4 $4,840Register
May 22, 2018Toronto4 $4,840Register

Course DateLocationDaysPriceRegister
Nov 6, 2017Live Virtual - 9:00 am Eastern4 $4,640Register

Course DateLocationDaysPriceRegister
Self-Paced Learning4 $4,280Register

PeopleSoft General Ledger Rel 9.2

Description: This PeopleSoft General Ledger Rel 9.2 Ed 1 training teaches you step-by-step how to implement, use and maintain the fundamentals of PeopleSoft General Ledger 9.2. You'll learn about structuring your organization for optimal performance for business units, ledgers, trees and ChartField management 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.Perform interim and year end close. Create a new business unit and follow it through setup, processing data, closing, and reporting results using delivered reports, inquiries, and PS/nVision.. Understand journal processing and tips for efficiency.Use inquiry pages and delivered reports.Create your own reports. Benefits to You By enrolling in this course, you'll learn the latest features in PeopleSoft General Ledger through hands-on activities and best practices that will help you achieve maximum efficiency. Learn valuable information from the implementer's perspective as well as for end-users. Participate in activities that help you with decision-making regarding structure based on business needs, troubleshooting and error resolution.Explore Implementation Process FlowActivities that you'll complete throughout the course follow the process flow of an implementation, journal and closing cycles. Expert Oracle University instructors will 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. This is an intensive, 4-day course.Live Virtual Class FormatA 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: 4 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


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


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


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

Defining Document Sequencing for General Ledger

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


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

Related Courses:

  • PeopleSoft General Ledger Rel 9.2
  • Instructor Led Training
  • PeopleSoft General Ledger Rel 9.2
  • Training on Demand
Course DateLocationDaysPriceRegister
Jan 22, 2018Toronto4 $4,840Register
Mar 26, 2018Toronto4 $4,840Register
May 22, 2018Toronto4 $4,840Register

Course DateLocationDaysPriceRegister
Nov 6, 2017Live Virtual - 9:00 am Eastern4 $4,640Register

Course DateLocationDaysPriceRegister
Self-Paced Learning4 $4,280Register