PeopleSoft Financials 8.9 Basic Navigation

1. Controller’s Division PeopleSoft Financials 8.9Basic Navigation

2. Agenda • General Overview • Basic Navigation

3. General Overview Budget Grants Purchasing Catalog Mgmt General Ledger Journal Entries Accounts Payable

4. PS Financials Training Classes • eProcurement Requisitions – Learn how to enter ePro Requisitions into the system to purchase goods and services. • PS Tools for Grants – Learn how to use the MCG Grant pages and reports to help you manage your Grant account. • Delivered Reports and Inquiries – Learn how to run Budget reports and inquiries to help manage your budget. • Basic Query Training – Learn how to run a Public query and modify a query to save as your private query.

5. PeopleSoft V8.9 Project Resources • PeopleSoft Financials V8.9 Upgrade website contains the following resources: • Training Documentation • Bi-monthly Newsletters • How Do I? Brief introduction to forms and samples • Query Documentation • Security Forms and Documentation • The URL is: http://www.georgiahealth.edu/finance/peoplesoft/index.html

6. Request for Login • You will not be automatically setup in PS Financials because you have attended the Basic Navigation class • Your Supervisor must submit a PeopleSoft Financials 8.9 Security Form requesting your access • The Security Form is available on the PeopleSoft website at:https://portal.georgiahealth.edu/portal/page/portal/forms/PeopleSoft/pssecurityaccessform_04182013.pdf

7. Login Information • The PeopleSoft Financials V8.9 Icon to login is on the PAWS Portal page under Applications & Tools. • Your User ID and password for PeopleSoft V8.9 will be the same as your Novell NET ID and Password. When you change your GroupWise password, then your PeopleSoft password will change as well.

8. Login Information Novell NETID and password

9. PS Financials Security • Never leave your system unattended • Lock your desktop when you leave your desk • CTRL-ALT-DEL and click on Lock Workstation • Do not share your password • Do not let someone use your Net ID

10. How to Clear Your Cache? • In PeopleSoft Financials V8.9, you clear your cache by clearing your Internet Browser’s temporary files. The steps to do this in Internet Explorer are: • Click on the Tools menu • Click on Internet Options from the drop-down menu • Click on the button to Delete Files • Check the box in front of Delete all offline content • Click OK

11. PeopleSoft v8.9 Basic Navigation

12. Menu Navigation and Expand Button This is the Expand and Collapse Triangles in PSFIN. You will see them on many pages. A sideways triangle means Expand (take a look and it will show you more information).

13. Universal Navigation Header Universal Navigation Header

14. Universal Navigation Header • Home - returns you to this page of the application • Worklist - takes you to the list of items awaiting your attention • Add to Favorites - allows you to set a favorite for any page in the application that you navigate to often • Sign-off – to log out of PeopleSoft Financials

15. Setting Favorites - Example Navigate to PeopleTools > Process Scheduler > Process Monitor Set a “Favorites” and name the favorite “Enter Vouchers”. Note: You can easily access them quickly in the future as needed. This is especially helpful when the navigation involves several steps.

16. Favorites and the Menu Pagelet • Add your most used and visited business processes to “My Favorites.” • Click “Add to Favorites” in the upper right of your browser window. Menu Pagelet My Favorites link

17. New Inquiry or Run Control • Once you become familiar with Psoft you will be using Run Controls to gather information for a range of criteria that will generate a report of information. • A Run Control is the driver that needs to be created to run Budget Status Reports, Budget Transaction Details, etc. • The idea of a run control is to create and save them so you can use them again without having to create the same criteria every month or week for the same data you want an inquiry on.

18. Creating a Run Control • When you first go to a page for Inquiry you will be asked for a Run Control ID (since you have never created one at this point you will have to add a new value) • Once you click add a new a Value, now you need to load the search criteria to inquiry on. • If you already have a existing Run Control then you just need to click the name listed below search results. Add A New Value Find an Existing Value Saved Run Control Listing

19. Budget Transaction Run Control Sample

20. - DO NOT USE - Browser Back Button

21. Expand/Collapse Menu Pagelet Collapse MenuPagelet

22. Expand/Collapse Menu Pagelet Expand Menu Pagelet

23. Grid Data to Excel • Anywhere in the system that you see the Grid Data to Excel icon, you may export the table you are viewing to Microsoft Excel.

24. Running Reports Running a Crystal Report VS Running a SQR Report

25. Report Manager • Crystal Reports must be run under the PSNT server. • SQR Reports and All Other Processes must be run under the PSUNX server.

26. Help Information • Financial Information Systems and Reporting • Problem resolution and general questions • Janice Chancey – 1-3288 • Requisition Workflow Approvals, Security forms, and Departmental Approvers • Tina Fletcher – 1-0018 • ITS Help Desk • 1-4000

27. Questions