PeopleSoft Commitment Control Training

PeopleSoft Commitment Control Training

Introduction:

PeopleSoft Commitment Control Training Course Project-based

In this PeopleSoft Commitment Control training, you will learn about the fundamental components of a PeopleSoft Commitment Control implementation. This includes control budget setup, exception handling, alerts and inquiries, budget closing and reporting results.

PeopleSoft Commitment Control TrainingRelated Courses:

Duration: 3 days

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Configuration Consultant
Configuration Implementer
Controller
End Users
Functional Implementer

What You Will Learn:

Set up and maintain Commitment Control ledgers and control budgets.
Control transactions actively for predefined, authorized budgets.
Perform real-time budget checking for source transactions within various applications, including Project Costing, Payables, Purchasing, Expenses and General Ledger.
Manage budget checking and exception handling.
Perform budget closing.

Skills Gained:

Configure the system for Commitment Control
Define and manage control budgets
Create control budgets within various applications
Perform budget checking for a variety of source transactions
Manage budget alerts and exceptions
Perform budget closing

Course Content:

Business Process Overview

Describing the Scope of PeopleSoft Commitment Control
Describing PeopleSoft Commitment Control Terminology
Describing PeopleSoft Commitment Control Features and Functions
Describing the PeopleSoft Commitment Control Implementation Lifecycle

Setting Up PeopleSoft Commitment Control

Setting Up Commitment Control Options
Describing the PeopleSoft Commitment Control Infrastructure
Setting Up Commitment Control Ledgers
Copying Budget Definition Setup
Setting Up Commitment Control Budget Periods and Translation Trees
Setting Up Commitment Control Budget Budget Rules and Attributes
Applying Commitment Contol Ledger Groups to a GL Business Unit
Establishing Associated Expenditure and Revenue Budgets

Setting Up Commitment Control Security

Describing the Commitment Control Security Setup Steps
Identifying the Commitment Control Security ChartField Values
Setting Up Security Events
Setting Up Security Event Rules
Configuring Security Rules for Users
Applying Commitment Contol Security to your PeopleSoft System
Securing ChartFields

Preparing Commitment Control Budgets

Describing the Budget Preparation Process
Creating a Commitment Control Budget
Creating Budget Journals from a Flat File
Performing a Budget Transfer
Managing Your Budget
Analyzing Your Budget

Managing Budget Checking and Exception Processing

Describing the Budget Checking Process
Identifying PeopleSoft Commitment Control Source Transactions
Running the Budget Checking Process in PeopleSoft General Ledger
Evaluating Budget Checking Statuses
Managing Budget Exceptions

Managing the Procure-to-Pay Lifecycle Using PeopleSoft Commitment Control

Describing the Procure-to-Pay Lifecycle Using Commitment Control
Defining Journal Classes, Sources and SpeedTypes
Preparing a Requisition
Managing the Pre-encumbrance Ledger
Preparing a Purchase Order
Managing the Encumbrance Ledger
Preparing a Voucher
Managing the Expenditure Ledger

Managing Project Budgets Using Commitment Control

Describing the Relationship between PeopleSoft Project Costing and Commitment Control
Describing the Structure of a Project
Setting Up a Project
Setting Up a Project Budget
Creating Project Budget Journals
Evaluating Project Transactions
Using Funding Source Control

Managing Expense Budgets Using Commitment Control

Budget Checking Expense Transactions
Reviewing Travel Authorization Budget Exceptions
Reviewing Expense Report Budget Exceptions
Rolling Over Travel Expense Authorization Encumbrances

Managing PeopleSoft Commitment Control Budget Closing

Describing the Budget Closing Process
Preparing Your System to Close Out Budgets
Setting Up Budget Closing Rules
Setting Up Budget Closing Sets
Processing End of Year Purchase Order Rollovers
Processing Budget Close
Analyzing Budget Closing Transactions
Managing Closed Budgets

Appendix A - Commitment Control and PeopleSoft Grants

PeopleSoft Grants Overview
Describing PeopleSoft Grants Integration with Other PeopleSoft Applications
Setting Up Commitment Control for PeopleSoft Grants
Enabling Commitment Control for PeopleSoft Applications
Defining Detail Ledgers and Ledger Groups
Associating Detail Ledgers to a Ledger Group
Setting Up Budget Definitions
Preparing the Award Budget

Appendix B - Commitment Control Product Integration

PeopleSoft Commitment Control Product Integration Overview
Setting Up Source Transaction Types
Using PeopleSoft Commitment Control with other PeopleSoft Applications
Integrating PeopleSoft Commitment Control with PeopleSoft Budgeting
Integrating PeopleSoft Commitment Control with PeopleSoft Human Resources
Integrating PeopleSoft Commitment Control with PeopleSoft Time and Labor and Payroll Transactions
Integrating PeopleSoft Commitment Control with Third PartyTransactions

Commitment Control Trees

CC_ACCT_SPRING Tree
CONTROL_BD_DEPT Tree
CC_FUNDS Tree
CONTROL_BUDGET_PROJECT

Request More Information

Time Frame: 0-3 Months4-12 Months

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