PeopleSoft - Course Details

PSGLFAR92 PeopleSoft General Ledger Foundation Accelerated Rel 9.2

PeopleSoft Course 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.
PeopleSoft Course Duration:
5 Days Training
PeopleSoft Course Target Audience:
End Users,Financial Analyst,Financial Reporting Manager,Functional Implementer,Implementation Consultant,Reports Developer,System Administrator,Technical Consultant
PeopleSoft Course Prerequisite:
Understanding of basic navigation and PeopleSoft concepts,Use of control tables to enforce business rules,Able to run processes and reports
Course Content:
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