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Course Contents 

·         Navigating PeopleSoft Applications
o    Signing into PeopleSoft Applications
o    Identifying PeopleSoft Internet Application (PIA) components
o    Identifying Shortcut Keys
o    Personalizing Content and Layout
o    Adding Favorites
o    Retrieving Data
o    Using PeopleBooks

·         Understanding System Structure
o    Explaining the PeopleSoft Internet Architecture
o    Discussing the Structure of PeopleSoft Tables and Relational Databases
o    Illustrating Effective Dating

·         Defining Business Units and Set IDs
o    Identifying Types of PeopleSoft Tables
o    Describing Business Units
o    Explaining the Relationships of Business Units and Set IDs

·         Using PeopleSoft Process Scheduler and Reporting Tools
o    Describing PeopleSoft Process Scheduler
o    Using the Process Monitor
o    Identifying Reporting Tools
o    Running Reports
o    Performing Queries
o    Submitting Reports Using PS/nVision

·         Utilizing ChartFields
o    Explaining ChartFields
o    Identifying Delivered ChartFields
o    Configuring ChartFields

·         Creating the General Ledger Structure
o    Basic Elements of PeopleSoft General Ledger
o    Implementation Steps for PeopleSoft General Ledger
o    PeopleSoft General Ledger Table Structure
o    Establishing General Ledger Business Units
o    Applying General Ledger Tableset Sharing

·         Setting Installation Options and Common Definitions
o    Setting Up Installation Options
o    Establishing User Preferences
o    Establishing Account Types
o    Creating Detail Calendars
o    Defining Business Calendars
o    Defining ChartFields and ChartField Values

·         Planning and Creating PeopleSoft Trees
o    Defining the Significance of PeopleSoft Trees
o    Defining Tree Manager Terminology
o    Creating PeopleSoft Trees
o    Modifying Trees Using Tree Manager

·         Preparing for Journal Processing
o    Defining Ledger Templates
o    Defining Ledgers and Ledger Groups
o    Associating Ledgers with a Business Unit
o    Maintaining Accounting Periods
o    Defining Journal Entry Templates
o    Defining Journal Sources, Classes and Speed Types

·         Implementing ChartField Combination Editing
o    Defining ChartField Combination Edits
o    Link Combination Edits to Business Units
o    Building the Combination Edit Data Tables
o    Maintaining Combination Edits
o    Inquiring on Combination Edit Data
o    Describing the Journal Process Flow
o    Processing PeopleSoft General Ledger Data
o    Reviewing Journals and Determining their Status
o    Editing and Posting Journals

·         Maximizing PeopleSoft General Ledger Processing
o    Automating Journals
o    Selecting a Statistical Method
o    Setting Up Suspense Error Handling
o    Analyzing Financial Information

·         Processing General Ledger Data Importing Spreadsheet Journals
o    Preparing the Workbook for Journal Upload
o    Configuring the Spreadsheet
o    Creating the Workbook
o    Importing Spreadsheet Journals

·         Performing Year End Close
o    Defining PeopleSoft Year End Close
o    Defining ChartField Value Sets
o    Defining Closing Rules
o    Processing PeopleSoft Year End Close
o    Running the Closing Trial Balance Report
o    Describing the Archiving Process

·         Implementing Interunit and Intraunit Accounting
o    Selecting an Appropriate Interunit Approach
o    Defining Interunit and Intraunit Transactions
o    Performing Required Interunit and Intraunit Setup
o    Reconciling Interunit Activity
o    Unposting Interunit Journals

·         Reporting Results with PS/nVision
o    Defining the PS/nVision Elements
o    Creating PS/nVision Layouts
o    Running PS/nVision Reports

·         Implementing Documenting Sequencing for General Ledger
o    Defining Document Sequencing
o    Preparing for Document Sequencing
o    Processing Document Sequencing
·         Defining Core Tables
o    Setting Installation Options
o    Utilizing TableSets
o    Establishing User Preferences
o    Creating Locations
o    Identifying Currency Options
o    Defining ChartFields
o    Creating Accounting Entry Templates
o    Setting Up Sales and Use Tax Options

·         Setting Up Payables Business Units
o    Identifying General Ledger Business Units
o    Viewing Commitment Control Options
o    Creating a Payables Definition
o    Modifying Payables Options

·         Defining Banks
o    Identifying Common Banking Terms
o    Identifying the Basic Steps of Bank Setup
o    Defining Banks
o    Setting up Bank Branches
o    Defining External Accounts

·         Setting up Payment Data
o    Entering Payment Terms
o    Setting up Additional Payment Data
·         Adding Vendors
o    Explaining Vendors
o    Establishing Vendor Information
o    Adding Vendors
o    Explaining Vendor Conversations
o    Deactivating Vendors

·         Entering Miscellaneous Data
o    Enabling Entry Events
o    Defining Landed Costs

·         Processing Vouchers
o    Identifying Voucher Basics
o    Identifying Voucher Types
o    Manually Uploading Vouchers
o    Creating Quick Invoice Entries
o    Closing, Unposting and Deleting Vouchers
o    Updating Open Items
o    Correcting Voucher Errors
o    Approving Vouchers

·         Utilizing Control Groups
o    Creating Control Groups
o    Deleting a Control Group
o    Running the Control Group Register

·         Creating Voucher Contracts
o    Describing Voucher Contracts
o    Establishing Contract Set Controls
o    Defining Voucher Contracts
o    Closing Voucher Contracts
o    Processing Batch Vouchers

·         Creating a Pay Cycle
o    Identifying Payment Creation Steps
o    Running the Pay Cycle
o    Viewing Payment References
o    Creating a Manual Positive Payment
o    Managing Trouble Shooting
o    Posting Payments

·         Matching
o    Explaining Matching
o    Entering Match Rules and Tolerances
o    Creating Debit Memos
o    Viewing Matching Reports

·         Creating and Managing Payments
o    Using Express Checks
o    Creating Manual Payments
o    Canceling Payments
o    Processing Escheated Payments
o    Processing Rescheduled Payments
o    Creating Drafts

·         Running Batch Processes
o    Running Journal Generator
o    Viewing Open Liabilities

·         Running Inquiries and Reports
o    Viewing PeopleSoft Payables Inquiries
o    Viewing Payables Metrics
o    Running Payables Reports
·         Describe PeopleSoft Enterprise Receivables 8.9
o    Implementing Receivables
o    Integrating with Other PeopleSoft Enterprise Products

·         Establishing PeopleSoft Receivables Business Units
o    Establishing a PeopleSoft Receivables Business Unit
o    Defining SetIDs
o    Using Record Groups

·         Defining Receivables Tables
o    Establishing Installation Options and User Preferences
o    Setting up Core Credit and Collection Options
o    Setting up Action Owners and Audit History
o    Setting Up Payment Terms
o    Setting Up Detail Calendars
o    Setting Up Receivables Options

·         Setting Up Customers
o    Entering and Maintaining Customer Information
o    Modifying Customer Credit Profiles
o    Establishing Customer Contacts

·         Defining Item Processing Tables
o    Setting Up Origin IDs
o    Setting Up Distribution Codes
o    Identifying System Functions
o    Identifying Entry Types and Entry Reasons
o    Establishing Item Entry Types

·         Entering Items
o    Entering Items Online
o    Receiving External Pending Items
o    Performing the Receivable Update Process

·         Managing Item and Customer Inquiries and Maintenance
o    Reviewing Item Information
o    Updating Item Details
o    Using Conversations
o    Researching Customer Accounts

·         Defining Payment Processing
o    Setting Up Deposit Types
o    Defining Bank Account Information
o    Establishing Automatic Entry System Functions

·         Entering Payments
o    Entering Regular Deposits
o    Entering Express Deposits
o    Processing Cash Drawer Receipts
o    Receiving Electronic Payments
o    Correcting Errors in Deposits
o    Journaling Payments Directly

·         Managing Payment Worksheets
o    Building Payment Worksheets
o    Applying Payments Across Business Units
o    Analyzing Overpayments
o    Applying Underpayments
o    Inquiring on Payments Set to Post
o    Applying Payments to Items Using Multiple Currencies
o    Running the Journal Generator Process
o    Performing Payment Inquiries

·         Using Payment Predictor
o    Constructing Payment Predictor Methods
o    Using the Payment Predictor Process
o    Analyzing Payment Predictor Reports

·         Managing Item Maintenance
o    Using Maintenance Worksheets
o    Unposting a Payment
o    Using Transfer Worksheets

·         Using the Automatic Maintenance Process
o    Setting Up Automatic Maintenance
o    Performing Automatic Maintenance

·         Aging Receivables
·         Defining History Elements
·         Setting Up Aging Control Tables
·         Creating History Inquiries and Aging Requests
·         Generate Aging Reports

5.    Setting Up Exception and Collection Processing
o    Describing Exception and Collection Processing
o    Setting Up Actions and Action Templates
o    Setting Up Collection and Assessment Rules

6.    Using Credit, Collections, and Exceptions
o    Working with Actions
o    Obtaining D&B Information
7.    Generating Statements
o    Reviewing Customer and Item Information
o    Explaining the Correspondence Process
o    Creating Statements

  • Defining General Options
    • Defining Installation Options for Expenses
    • Setting Up Expenses Options
    • Setting Up Expenses Business Units
    • Defining DCAA Requirements (USA)
    • Identifying Common Data and Global Features

  • Setting up Security and Approvals
    • Setting Up Expense Users and Permission Lists
    • Defining Approval and Audit Rules
    • Defining Approval Options

  • Setting Up Expenses Structure
    • Defining Business Rules for Expenses
    • Setting Up Expense Management Functions
    • Setting Up Locations and Rates
    • Creating Expense Templates

  • Setting Up Employee Data
    • Loading Employee Data
    • Maintaining Employee Profiles

  • Processing Travel Authorizations
    • Creating Travel Authorization Templates
    • Creating Travel Authorizations

  • Processing Expense Transactions
    • Modifying User Defaults
    • Processing Cash Advances
    • Preparing Cash Advances
    • Creating Time Reports

  • Approving Expense Transactions
    • Describing Summary Approval Options
    • Performing Approvals and Audits
    • Modifying Approved Transactions

  • Processing Payments
    • Describing the Expenses Payment Process
    • Staging Payments for Processing
    • Processing Payments in PeopleSoft Payables
    • Sending Payments to Payroll
    • Reviewing Payments

  • Integrating with PeopleSoft Project Costing
    • Processing Project-related Expense Transactions
    • Sending Transactions to Project Costing

  • Integrating with PeopleSoft General Ledger
    • Posting Liabilities and Payments
    • Examining Accounting Entries
    • Establishing Links with the General Ledger
    • Using the Journal Generator
    • Rolling Over Travel Authorization Encumbrances

  • Managing Expense Transaction Exceptions
    • Canceling Expense Payments in Payables
    • Unposting Expense Reports
    • Modifying and Closing Cash Advances and Expense Reports
    • Creating Accounting Adjustments for Expense Reports
    • Reconciling Cash Advances

  • Processing External Data
    • Describing External Expense Data
    • Reconciling Airline Tickets
    • Processing Imported Credit Card Data
    • Using Automated Teller Machine Data
    • Using Benchmark Data

  • Examining and Archiving Expense Information
    • Running Expenses Queries
    • Running Reports
    • Archiving Expense Transactions

  • Business Process Overview
    • Defining the Asset Lifecycle Management (ALM) Solution
    • Describing the Asset Transaction Flow
    • Describing Asset Management System Integration
    • Describing the Implementation of Asset Management
    • Describing the Conversion Process for Asset Management
    • Navigating through Asset Management

  • Defining General Options
    • Setting Up Installation Options
    • Defining User Preferences
    • Defining Locations, Calendars and ChartField Values

  • Setting Up Asset Management
    • Creating Asset Books
    • Creating Business Units
    • Defining Open Periods
    • Setting Up Value Added Tax (VAT) Defaults

  • Adding Assets
    • Describing the Methods for Adding Assets Online
    • Describing the Tables Used for Asset Management
    • Adding Assets Using Express Add
    • Adding Assets Using Basic Add
    • Identifying Hazardous Assets

  • Managing Asset Insurance, Maintenance, Warranties and Repair
    • Tracking Asset Insurance
    • Defining and Tracking Asset Maintenance
    • Tracking Asset Maintenance Contracts
    • Creating and Applying Warranties
    • Reviewing Maintenance History

  • Maintaining Leased Assets
    • Desribing Lease Types
    • Defining Lease Payment Schedules
    • Creating Leased Assets
    • Defining Step Leases
    • Generating Lease Reports

  • Adjusting, Recategorizing and Transferring Assets
    • Adjusting Asset Information
    • Reviewing Asset Cost History
    • Recategorizing Assets
    • Transferring Assets Within and Between Business Units
    • Summarizing Cost Rows

  • Retiring and Reinstating Assets
    • Retiring Assets Manually
    • Retiring Fully Depreciated Assets Automatically
    • Using the Disposal Worksheet to Retire Assets
    • Describing Retirement Integration with Other PeopleSoft Applications
    • Reinstating Assets

  • Maintaining Parent and Child Assets
    • Adding Parent and Child Assets
    • Adjusting Parent and Child Assets
    • Recategorizing Parent and Child Assets
    • Performing Transfers of Parent and Child Assets
    • Retiring of Parent and Child Assets
    • Reviewing the Net Book Value of Parent-Child Assets

  • Depreciating Assets
    • Describing How Asset Management Calculates Depreciation
    • Reviewing and Modifying Open Transactions
    • Performing the Depreciation Calculation Process
    • Recalculating Depreciation and Performing What-If Calculations

  • Depreciating Assets France
    • Configuring and Depreciating Assets Using the Derogatory Method
    • Creating Accounting Entries for Derogatory Depreciation
    • Configuring and Reporting Business Tax
    • Revaluing Assets
    • Running Statutory Reports

  • Depreciating Assets India
    • Describing Depreciation Processing for India
    • Processing Tax Depreciation for India

  • Depreciating Assets Japan
    • Using Special and Increased Depreciation Methods
    • Using Advanced and Composite Depreciation
    • Setting Up Currency Rounding Options
    • Generating Local Tax Reports
    • Calculating Consumption Tax When Selling Retired Assets

  • Maintaining Asset Book Information
    • Describing Asset Books and Required Information for Calculating Depreciation
    • Describing Remaining Value and Life-to-Date Depreciation Methods
    • Reviewing Changes Made to Asset Books

  • Reporting and Charting Asset Information
    • Describing Asset Management Reporting Options
    • Generating Asset Management Reports
    • Generating Asset Charts

  • Generating Asset Accounting Entries
    • Creating and Reviewing Accounting Entries
    • Closing Depreciation
    • Closing Asset Accounting Periods
    • Listing Common Month-End Processes

  • Allocating Depreciation Expense
    • Describing Depreciation Allocation
    • Defining Transaction Groups
    • Creating Allocation Entries

  • Integrating with PeopleSoft General Ledger
    • Defining the General Ledger to Accept Journal Entries
    • Defining the Link Between Asset Management and General Ledger
    • Running the Journal Generator Process

  • Integrating Asset Management with Other Products
    • Integrating with PeopleSoft Purchasing and Payables
    • Using On-Demand Processing
    • Consolidating and Unitizing Assets
    • Integrating with PeopleSoft Project Costing

  • Planning for Capital Asset Acquisitions
    • Describing Asset Budgeting and Capital Acquisition Planning
    • Defining Capital Acquisition Plans (CAP)
    • Link Assets to a CAP
    • Review and Adjust CAP information

  • Performing Mass Changes to Assets
    • Defining and Running the Mass Change Process
    • Reviewing the Results of Mass Change
    • Running the Transaction Loader Process

  • Final Course Activity
    • Defining the Various Control Tables Required to Perform Transactions
    • Calculating Depreciation on Open Transaction
    • Creating Accounting Entries and Running Depreciation Close
    • Running the Journal Generator Process
    • Reviewing Results

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