BasicTraining.pptVIP

People Soft Financials 8.4 Basic Training Welcome Are you in the Right Room ?? This class is for those of you that (at a minimum) utilize paper statements GA Query views – DV, VS, VO Meeting Objectives PeopleSoft Financials going live 1 July What do I need to do/have? What is going to change/what not going to change? Review of Chart of Accounts Review new Journal Voucher Review new Reporting Tools Statement Views/EZQ System Requirements This will run on your web browser Works best with Internet Explorer Security Similar to the security for our current system - based on the Purpose chartfield Similar permissions are being applied Access for additional people must be requested Request access use web form Security PS security will be a two step process: by page security (menu options) row security (purpose code) The URL is /Financials User Name will be UNIX name Password: Unix Password May need to change at /network Phased Timeline PHASE I July 1 2003 PHASE IJuly 1, 2003 Use new PeopleSoft Processes for: Journal Vouchers (JVs) Purchase Requisitions Request for Check Cash Advances Business Expense Reports (BERs) Purchasing Card Reconciliations Reporting Chart of Accounts (COA) Maintenance Sheet During transition, you’ll receive the old and new versions PHASE IJuly 1, 2003 Use legacy (old) Chart of Accounts for: Cash Transmittals Miscellaneous Billing Invoices Grants Management System (GMS) FAI (request for service) FFAR form Chart of Accounts New Structure, New Language Chartfield Comparison PeopleSoft UD Legacy Chartfield Comparison PeopleSoft UD Legacy Chartfield Comparison PeopleSoft UD Legacy CROSSWALK url is linked from /UDFS/info web page where other good information is found! New Chart of Accounts SPEEDTYPES CHEM17S000 141000 OPBAL INST2 BLANK02522 Purpose Speedtype Account Fund Program Project Source Dept Id Accounting Periods New Structure, New Language Accounting Periods are numbered 0=Beginning balance 1-12 for th