PeopleSoft General Ledger Training Rel 9.2

PeopleSoft General Ledger Training Rel 9.2

Introduction:

PeopleSoft General Ledger Training Rel 9.2 Course with real world hands-on exercises

This PeopleSoft General Ledger Training Rel 9.2 provides step-by-step instruction for implementing, using and maintaining the fundamentals of PeopleSoft General Ledger 9.2. PeopleSoft General Ledger Training Rel 9.2 will also teach you how to structure your organization for optimal performance for business units, ledgers, trees and ChartField management, from the ground up.

PeopleSoft General Ledger Training Rel 9.2Related Courses:

Duration: 4 days

Prerequisites:

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

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:

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

What You Will Learn:

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.
Use the General Ledger WorkCenter to better organize your workload and save valuable time and energy.
create a new business unit and follow it through setup, processing data, closing, and reporting results using delivered reports, inquiries, and PS/nVision.

Skills Gained:

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

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

Defining Document Sequencing for General Ledger

Describing Document Sequencing Functionality
Setting Up General Ledger for Document Sequencing

Appendixes

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

Request More Information

Time Frame: 0-3 Months4-12 Months

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