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PeopleSoft Financials 8.8 General Ledger Workshop

PeopleSoft Financials 8.8 General Ledger Workshop. Thursday, January 24, 2008. LSU HEALTH CARE SERVICES DIVISION • 8550 UNITED PLAZA BLVD • SUITE 400 • BATON ROUGE, LOUISIANA 70809 • WWW.LSUHOSPITALS.ORG. General Ledger Basics. General Ledger Basics. Day to Day Issues. General Ledger Basics.

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PeopleSoft Financials 8.8 General Ledger Workshop

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  1. PeopleSoft Financials 8.8 General Ledger Workshop Thursday, January 24, 2008 LSU HEALTH CARE SERVICES DIVISION • 8550 UNITED PLAZA BLVD • SUITE 400 • BATON ROUGE, LOUISIANA 70809 • WWW.LSUHOSPITALS.ORG

  2. General Ledger Basics

  3. General Ledger Basics Day to Day Issues

  4. General Ledger Basics Day to Day Issues • 1. Logging on to PeopleSoft 8.8 Production

  5. General Ledger Basics Logging on to PeopleSoft 8.8 Production • Use the PeopleSoft 8 Launcher (Green Icon)

  6. General Ledger Basics Logging on to PeopleSoft 8.8 Production • Make sure you’re in Financials and PS8 Financials Production (PS8FSPRD) for Processing Transactions

  7. General Ledger Basics Logging on to PeopleSoft 8.8 Production • Please use PS8 Financials Report (PS8FSRPT) for Reports and Queries

  8. General Ledger Basics Insure that Reports has been Updated • To check if PS8 Financials Report (PS8FSRPT) is current, pull up a journal that was posted the previous day • The nightly process to refresh Financials Report is automated…. It sometimes fails. • If you suspect that it has not been refreshed by 8:00 a.m. (Monday thru Friday), notify me immediately.

  9. General Ledger Basics Logging out of PeopleSoft and Citrix • NEVER USE THE “X” to get out of a window.

  10. General Ledger Basics Logging out of PeopleSoft and Citrix • Never Sign out of the Database either

  11. General Ledger Basics Logging out of PeopleSoft and Citrix • When you sign out of the database

  12. General Ledger Basics Logging out of PeopleSoft and Citrix • Please use the commands (PeopleSoft): File Close

  13. General Ledger Basics Logging out of PeopleSoft and Citrix • Please use these commands for Citrix: Start Log Off Log Off

  14. General Ledger Basics Day to Day Issues • 2. Changing your NT Password

  15. General Ledger Basics Changing your NT Password • Never change your password at PS Desktop or Database (Only on Your Regular Network Sign-on)

  16. General Ledger Basics Changing your NT Password • Never change your password with more than one PS Desktop session open.

  17. General Ledger Basics Changing your NT Password • If you experience strange nVision or query errors after changing your password, log off completely (Shut down your computer), wait a minute or two, then restart. If you are still experiencing difficulties, (See Clearing your User Cache….)

  18. General Ledger Basics Day to Day Issues • 3. Clearing your User Cache

  19. General Ledger Basics Clearing Your User Cache • Use the PeopleSoft 8 Launcher (Green Icon)

  20. General Ledger Basics Clearing Your User Cache • Select the dropdown menu “Clear Cache”

  21. General Ledger Basics Clearing Your User Cache • Select the PS8FSPRD (for 8.8 Production) and select Delete and then Close

  22. General Ledger Basics Clearing Your User Cache • Then proceed with the regular Sign-On.

  23. General Ledger Basics Day to Day Issues • 4. Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT)

  24. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) • Use the PeopleSoft 8 Launcher (Green Icon)

  25. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) Start

  26. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) Yes

  27. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT)

  28. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) • Go back to the PS 8 Launcher (Green Icon)

  29. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) • Use the Application Dropdown PS nVision

  30. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) • Use the Application Dropdown Start

  31. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) nVision Welcome

  32. General Ledger Basics Logging out of PS8 nVision • Please use the commands (Excel): File Exit

  33. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) • Please see the HCSD Finance Web Site • Most of the hints and processes have been attached to the Web Site with instructions and screen shots on these topics

  34. General Ledger Basics Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT) http://www.lsuhospitals.org/finance/PS8Issues.htm

  35. General Ledger Basics Day to Day Issues • 5. Getting to PeopleSoft 8.8 Query (2-tier)

  36. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) • Use the PeopleSoft 8 Launcher (Green Icon)

  37. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) Start

  38. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) Yes

  39. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT)

  40. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) • Go back to the PS 8 Launcher (Green Icon)

  41. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) • Use the Application Dropdown PS Query

  42. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) • Use the Application Dropdown Start

  43. General Ledger Basics Getting to PeopleSoft 8.8 Query (2-tier) PS8 Financials Report (PS8FSRPT) Query Main Screen

  44. General Ledger Basics Logging out of PS8 Query • Please use the commands (Excel): File Exit

  45. General Ledger Basics Recap Day to Day Issues • 1. Logging on to and out of PeopleSoft 8.8 Production • 2. Changing your NT Password • 3. Clearing Your User Cache • 4. Getting to PeopleSoft 8.8 nVision (2-tier) • 5. Getting to PeopleSoft 8.8 Query (2-tier)

  46. General Ledger Basics Day to Day Issues • If none of these processes clear up your problems, please contact the LSUHSC Help Desk at (504) 568-4357 or (504) 568-HELP. Please give the operator your Userid, location, and a brief description of the problems that you are experiencing. Screen print or write down the Error message you’re experiencing.

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