PeopleSoftFinancialsatUDBasicII.pptVIP

PeopleSoft Financials at UD:Basic II;Learning Objectives;Learning Objectives, cont’d;Web Site update;Know Thy Data;Know Thy Data;PS Trick;EZQ review;EZQ review, continued;New “Proj” queries: include Project-to-date data;New Field for this EZQ;EZQ_PROJ_BAL_SUMMARY;EZQ_PROJ_BAL_QUERY;EZQ review, continued;Note that prompt boxes and results are both displayed in this new window. To rerun, simply fill in new parameters and click “View Results”;Sharing Queries;Useful Queries: UDQs;UDQ_CROSSWALK_BY_OPERID;UDQ_PURPOSE_TITLE_SEARCH;UDQ_PURPOSE_TO_LEGACY;UDQ_ROW_BY_ADMIN;UDQ_ROW_BY_PURPOSE;UDQ_TRANS_QUERY_BY_DATE(prompts off transaction date, not accounting period like the EZQ);UDQs;Statement Explanations;Monthly Statements;Monthly Statements: Pull;Monthly Statements: Pull (cont’d);JV tip: selecting month;JV tip: template;Crosswalk: Old PS Accounts;Crosswalk: old PS Accounts;LAM Reminders;LAM Reminders, cont’d;Obligations Update;Any Questions??