PeopleSoft Version 8 - Financials
- Introduction to Financials
- Basic Navigation and Favorites
- Requisitions V8.9 Upgrade Overview
- Requisitions
- Financial Inquiry/Budgets
Important Notice
If you experience problems viewing one of our web-based tutorials, you may need to install the latest version of Flash. Please download and install the Flash Player and then try to view the tutorial.
Web-Based Training – New Users
If you are new to our web-based training format, we highly recommend that you take a few minutes to watch the web-based tutorial, Introduction to Web-Based Tutorials. This provides an overview of navigating through the tutorials so you are comfortable with playing, advancing, rewinding, pausing, and exiting the tutorials.
Introduction to PeopleSoft Financials
| Name/Desc |
Last Revised |
Format |
Financials Introduction for New Users - Version 8.9
This manual provides an overview of the PeopleSoft Financials system. The following topics are included: menu navigation, terminology, setting and organizing favorites in PeopleSoft, the report printing process by using the Requisition Print report, review inquiring on a Requisition, Purchase Order or Voucher and receive instructions for customizing the inquiry pages.
This manual is 117 pages in length. |
12/12/2006 |
PDF
|
Basic Navigation and Favorites
| Name/Desc |
Last Revised |
Format |
Basic Navigation
this tutorial demonstrates basic navigation in Peoplesoft V8.9 Financials.
The tutorial takes approximately 5 minutes to complete. |
11/30/2006 |
Tutorial |
Favorites in Version 8.9
The tutorial demonstrates the procedure to create, sort, and delete Favorites in PeopleSoft V8 for Financials.
The tutorial takes approximately 5 minutes to complete. |
11/12/2004 |
Tutorial |
Requisition V8.9 Upgrade
| Name/Desc |
Last Revised |
Format |
Requisition V8.9 Upgrade: Overview of Changes and Enhancements
This presentation provides an overview of the changes and enhancements one can expect to find in the upgraded version (Version 8.9) of Requisitions.
The presentation takes approximately 10 minutes to view and is best viewed with audio turned on.
The PDF version of the summary of changes and enhancements is 7 pages in length . |
11/28/2006 |
Presentation
PDF
|
Requisitions
| Name/Desc |
Last Revised |
Format |
Entering a Basic Requsition - V8.9
The tutorial demonstrates the procedure to enter a basic requisition - one vendor and one speedchart for all line items. A PDF file is also available which provides step-by-step instructions for entering a basic requisition.
The tutorial takes approximately 10 minutes to complete and the PDF manual is 30 pages in length. The "Quick Guide" is 1 page in length. |
11/28/2006 |
Tutorial
PDF - Manual
PDF - Quick Guide
|
Practice Entering a Basic Requisition - V8.9
The tutorial allows the viewer to practice entering a requisition for one vendor and one speedchart. The viewer will be prompted to enter information into the requisition and provided with feedback.
It is highly recommended that the hands-on class for Requisitions or the tutorial for Entering a Basic Requisition be taken prior to viewing this tutorial. |
11/30/2006 |
Practice Tutorial
|
| Entering a Requisition with Multiple SpeedCharts per Line - V8.9 Step-by-step instructions on entering a requisition with multiple speedcharts for a single line item. The instructions are 6 pages in length. |
02/07/2007 |
PDF - Manual
|
Customizing the Requisition Pages - V8.9
Step by step instructions on modifying the tab order of the Requisition Defaults page and removing fields from the Line Items detail on the Requisition page. The instructions are 5 pages in length. |
2/19/2007 |
PDF
|
| Requisition Tip Sheet - V8.9 Highlights some of the common mistakes made when entering requisition. This tip sheet references pages in the Requisitions - Full manual. |
02/19/2007 |
PDF - Requisition Tips Sheet
|
Requisition Quick Print - V8.9
The tutorial and documentation provide step-by-step instructions on obtaining a "quick print" of a requisition. The "quick print" method allows the user to print the requisition immediately after saving it by using the View Printable Version link in the bottom left corner of the Requisition page.
The tutorial takes approximately 5 minutes to complete and the PDF is 8 pages in length. |
06/12/2007 |
Tutorial
PDF
|
Print a Requisition - V8.9
The document and tutorial provide step-by-step instructions on printing a requisition.
The tutorial takes approximately 5 minutes to complete and the PDF is 9 pages in length. |
11/28/2006 |
Tutorial
PDF
|
Requisition Inquiry - V8.9
The tutorial and documentation provide step-by-step instructions on inquiring on a requisition in order to obtain the following information: requisition status, date the requisition was created, total requisition amount, items on the requisition, approval history, if a PO has been created.
The tutorial takes approximately 5 minutes to complete and the PDF is 4 pages in length. |
11/28/2006 |
Tutorial
PDF
|
Requisition Doc Status Inquiry - V8.9
The tutorial and documentation provide step-by-step instructions on the Req Doc Status Inquiry page. The Requisition Doc Status Inquiry can be used to locate the requisition status, budget status, requester name, and document ID's for the purchase order, voucher, and payment.
The tutorial takes approximately 5 minutes to complete and the PDF is 2 pages in length. |
11/28/2006 |
Tutorial
PDF
|
Requisitions - Full Manual - V8.9
This is the complete Requisitions V8.9 manual. The following topics are included in this manual: Contact Information, Overview of the Requisition Process, Adding Requisitions, Printing Requisitions, Recalling a Requisition, Requisition Inquiry, and Handling Invoices. The manual is 94 pages in length. |
06/12/2007 |
PDF
|
| Approving a Requisition - V8.9 Step-by-step instructions on approving a requisition. In addition, instructions are provided to reassign a requisition to another approver. The manual is 14 pages and the "Quick Guide" is 1 page in length. |
11/08/2006 |
Tutorial
PDF - Manual
PDF - Quick Guide
|
| Multiple Approvers Step-by-step instructions on having multiple approvers for one requisitioner. The instructions are 2 pages in length. |
3/05/2007 |
PDF
|
Financial Inquiry/Budgets
| Name/Desc |
Last Revised |
Format |
Budget Reports V8.9 Quick Guide
This guide outlines the basic steps for viewing or printing the Departmental Budget Reports. The guide is 4 pages in length. |
11/30/2006 |
PDF
|
Printing Departmental Budget Reports - Ver 8.9
Step-by-step instructions on printing the departmental budget reports. The manual is 18 pages in length and the tutorial is approximately 5 minutes in length. |
05/15/2007 |
TutorialPDF
|
Creating a Budget Report as an Excel File - Version 8.9
Step-by-step instructions on configuing Internet Explorer to open the spreadsheet in Excel and creating the budget report as an Excel file. The manual is 4 pages and the tutorial is approximately 5 minutes in length. |
12/07/2006 |
Tutorial
PDF
|
Ledger Period Comparison Inquiry
Step-by-step instructions on the Ledger Comparison Inquiry which compares, for any Chartfield combination selected, expenditures by account across the selected periods of a fiscal year. The instructions are 5 pages in length. |
3/21/2007 |
PDF
|
Report Grid - Version 8.9
Provides a listing of the various budget reports which may be run. The following information is provided for each report: Report Name, Report Number, Description, Ways to Use, and Navigation. |
12/07/2006 |
PDF
|
Budget Reports and Inquiry for New Users Version 8.9 - Full Manual
This is the complete Budget Reports and Inquiry Manual for New Users. This manual includes the following topics: reviewing the Budget management procedures in the new version of PeopleSoft, printing Budget Reports, exporting Budget data to Excel and inquiring on Budgets.
This manual is 105 pages in length. |
12/07/2006 |
PDF
|
Contact: PStrain@uakron.edu
|
