PeopleSoft PS/nVision for GL Reporting Foundation Accelerated Training Rel 9.1

PeopleSoft PS/nVision for GL Reporting Foundation Accelerated Training Rel 9.1

Introduction:

PeopleSoft PS/nVision for GL Reporting Foundation Accelerated Training Rel 9.1 Course Description

The PeopleSoft PS/nVision for GL Reporting Foundation Accelerated Training Rel 9.1 course covers how to use the functionality available in Peoplesoft Enterprise FMS. Learn how to setup and use General Ledger, and then plan, develop and create nVision layouts. Learn how to use variables and labels, nPlosion, drilldown, scopes and query criteria in matrix and tabular layouts. Learn how to run PS/nVision on the web. In addition to typical report creation that extracts information from ledger and other application-based tables, learn how to extract information from summary ledgers. Find out how to create multiple reports using scopes. Set up Drilldown or nPlosion to view more detailed information in a report. Learn about using PS/nVision on the web and running different reports using report books.

PeopleSoft PS/nVision for GL Reporting Foundation Accelerated Training Rel 9.1Related Courses:

Duration: 5 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:

Functional Implementer

What You Will Learn:

Create Basic and Advanced PS/nVision Reports
Drilldown from nVision to Details
Use nPlosion, Labels, and Variables
Run PS/nVision on the Web
Set Up and Process PeopleSoft General Ledger
Use Scopes to Run Multiple Instances of a Report

Skills Gained:

Setting Installation Options and Common Definitions
Setting Up and Processing General Ledger
Planning to Implement PS/nVision
Developing PS/nVision Reports
Building PS/nVision Reports With Reports and Labels
Creating the General Ledger Structure
Using nPlosion
Using Scopes and Scope Variables
Implementing Summary Ledgers
Using Drilldown
Using Query Criteria in Matrix Layouts
Using Query criteria in Tabular Layouts
Using PS/nVision on the web

Course Content:

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 ChartFields and ChartField Values

Setting up and Processing General Ledger

Defining Ledger Templates
Defining Detail Ledgers and Ledger Groups
Associating Ledgers with a Business Unit
Maintaining Accounting Periods
Describing the Journal Process Flow
Processing PeopleSoft General Ledger Data
Reviewing Journals and Determining their Status
Editing and Posting Journals

Planning to Implement PS/nVision

Describing the Ledger table
Describing TimeSpans
Describing Trees

Developing PS/nVision Reports

Describing PS/nVision Components
Describing PS/nVision Report Creation Steps
Planning the PS/nVision Layout
Building the PS/nVision Layout
Defining and Running Report Requests

Building PS/nVision Reports with Variables and Labels

Setting up PS/nVision Variables
Combining Text with PS/nVision Variables
Using the Text Function
Using Variables on the Report Request
Setting up Date and Time Stamps
Setting up Report Labels

Using nPlosion

Defining nPlosion
Using nPlosion Features
Setting up Advanced nPlosion Options

Using Scopes and Scope Variables

Defining Scopes
Setting up Scope Variables
Combining PS/nVision Scope Variables
Defining the Scope Descriptive Field Variable
Using Scopes with Multiple Fields

Implementing Summary Ledgers

Analyzing Summary Ledger Requirements
Setting up Summary Ledgers
Running Summary Ledgers
Describing Detail Versus Summary Ledger Reporting
Defining Summary Trees
Using Summary Trees in nVision Layouts

Using Drilldown

Defining Drilldown Options
Using Drilldown
Using Tabular Queries

Using Query Criteria with Matrix Layouts

Setting up Query Criteria in Matrix Layouts
Using Auto Drill

Using Query Criteria with Tabular Layouts

Defining Queries for Tabular Layouts
Creating Tabular Layouts
Combining Tabular and Matrix Layouts

Using PS/nVision on the Web

Defining and Running Web Report Requests
Using Drilldown on the Web
Using Scopes with the Web Report Request
Defining Web Report Books

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Time Frame: 0-3 Months4-12 Months

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