Course Details

PeopleSoft Financials Overview

Oracle PeopleSoft Financials Management reduces costs by automating, centralizing, and standardizing global transactional processes. Manage risk and reduce compliance costs with end-to-end processes for governance, risk, and compliance.

Course PeopleSoft Financials Training
Mode of Training Instructor Led Live Online Training
Duration 30 hours
Timings Flexible (Our Rep will work with you on the timings that suits your needs)
Course Material Our Expert Trainer will share you all the necessary course material, ppts, videos and pdfs
Examples Trainer will cover Real time scenarios during the training
Interview Questions Click here to see the Peoplesoft Financials Interview Questions and Answers
Certification Click here to know about the Peoplesoft Certification
Salary Trends Check here to see the salary trends

After Completion of this Course, you should be able to:

  • You will understand how to achieve world-class financial processes, offer greater visibility into critical information and get a single, accurate view of all project related activities.
  • Good understanding of how to manage risks and reduce compliance costs using PeopleSoft Financials.
  • You will gain knowledge on the end-to-end processes for compliance, governance and risks covered in the various course modules.
  • Various Topics such as navigation, Chartfields, reporting and journal entities.

The Following can attend this training:

  • End users.
  • Functional implementers.
  • Project managers.

Self Paced Learning moves at a pace set by the learner and is cost effective. It boosts the retention of information simultaneously to a large number of people. Self paced training is for the people who want to go fast track and want to finish the course in a minimal time. These Peoplesoft Training videos are carefully developed in such a way that even a fresher can easily understand and learn the product at his/her own pace.

On the other hand, Live Peoplesoft Online Training takes place at a scheduled event or time where an Instructor plays an important role throughout the learning process.

Classes are conducted by Certified PeopleSoft Financials Working Professionals with 100 % Quality Assurance.

With an experienced Certified practitioner who will teach you the essentials you need to know to kick-start your career on PeopleSoft Financials. Our training make you more productive with your PeopleSoft Financials Training Online. Our training style is entirely hands-on. We will provide access to our desktop screen and will be actively conducting hands-on labs with real-time projects.

What we promise at TekSlate:

1) We offer flexible timings unlike most other mediums of training, students can pick their own schedule according to their availability.

2) We offer free Peoplesoft Training demo Online, students can attend the demo session, asses the trainer and then join the course.

3) We offer Peoplesoft Financials training Online free course material and also share project scenarios which are similar to what you work when you go to the corporate environment.

4) We share Peoplesoft Financials tutorials of each training session so that you can review them later as well. These are developed by experts make it more easier for the learning professionals.

PeopleSoft Financials Online training Curriculum

Learning Objects: In this module we will learn about, introduction and basic concepts of peoplesoft.

Topics include: Navigating PeopleSoft Applications, Signing into PeopleSoft Applications, Identifying PeopleSoft Internet Application (PIA) components, Identifying Shortcut Keys, Personalizing Content and Layout, Adding Favorites, Retrieving Data, Using PeopleBooks, Understanding System Structure, Explaining the PeopleSoft Internet Architecture, Discussing the Structure of PeopleSoft Tables and Relational Databases, Illustrating Effective Dating Defining Business Units and Set IDs, Identifying Types of PeopleSoft Tables, Describing Business Units, Explaining the Relationships of Business Units and Set IDs, Using PeopleSoft Process Scheduler and Reporting Tools, Describing PeopleSoft Process Scheduler, Using the Process Monitor, Identifying Reporting Tools, Running Reports, Performing Queries, Submitting Reports Using PS/nVision, Utilizing ChartFields, Explaining ChartFields, Identifying Delivered ChartFields, Configuring ChartFields.

Learning Objects: In this Session we will learn about, General Ledgers in Peoplesoft Financials Rel 8.9.

Topics include: Creating the General Ledger Structure, Basic Elements of PeopleSoft General Ledger, Implementation Steps for PeopleSoft General Ledger, PeopleSoft General Ledger Table Structure, Establishing General Ledger Business Units, Applying General Ledger Tableset Sharing, Setting Installation Options and Common Definitions, Setting Up Installation Options, Establishing User Preferences, Establishing Account Types Creating Detail Calendars, Defining Business Calendars, Defining ChartFields and ChartField Values, Planning and Creating PeopleSoft Trees, Defining the Significance of PeopleSoft Trees, Defining Peoplesoft Tree Manager Terminology, Creating PeopleSoft Trees, Modifying Trees Using Tree Manager, Preparing for Journal Processing, Defining Ledger Templates, Defining Ledgers and Ledger Groups, Associating Ledgers with a Business Unit, Maintaining Accounting Periods, Defining Journal Entry Templates, Defining Journal Sources, Classes and Speed Types, Implementing ChartField Combination Editing, Defining ChartField Combination Edits, Link Combination Edits to Business Units, Building the Combination Edit Data Tables, Maintaining Combination Edits, Inquiring on Combination Edit Data, Describing the Journal Process Flow, Processing PeopleSoft General Ledger Data, Reviewing Journals and Determining their Status, Editing and Posting Journals, Maximizing PeopleSoft General Ledger Processing, Automating Journals Selecting a Statistical Method, Setting Up Suspense Error Handling, Analyzing Financial Information, Processing General Ledger Data Importing Spreadsheet Journals, Preparing the Workbook for Journal Upload, Configuring the Spreadsheet, Creating the Workbook, Importing Spreadsheet Journals, Performing Year End Close, Defining PeopleSoft Year End Close, Defining ChartField Value Sets, Defining Closing Rules, Processing PeopleSoft Year End Close, Running the Closing Trial Balance Report, Describing the Archiving Process, Implementing Interunit and Intraunit Accounting, Selecting an Appropriate Interunit Approach, Defining Interunit and Intraunit Transactions, Performing Required Interunit and Intraunit Setup, Reconciling Interunit Activity, Unposting Interunit Journals, Reporting Results with PS/nVision, Defining the PS/nVision Elements, Creating PS/nVision Layouts, Running PS/nVision Reports, Implementing Documenting Sequencing for General Ledger Defining Document Sequencing, Preparing for Document Sequencing, Processing Document Sequencing. 

Learning Objects: In this module we will learn about, defining core tables & ChartFields and setting installation Payables in Peoplesoft Financials.

Topics include: Defining Core Tables, Setting Installation Options, Utilizing TableSets, Establishing User Preferences, Creating Locations, Identifying Currency Options, Defining ChartFields, Creating Accounting Entry Templates, Setting Up Sales and Use Tax Options, Setting Up Payables Business Units, Identifying General Ledger Business Units, Viewing Commitment Control Options, Creating a Payables Definition, Modifying Payables Options, Defining Banks, Identifying Common Banking Terms, Identifying the Basic Steps of Bank Setup, Defining Banks, Setting up Bank Branches, Defining External Accounts, Setting up Payment Data, Entering Payment Terms Setting up Additional Payment Data, Adding Vendors, Explaining Vendors, Establishing Vendor Information, Adding Vendors, Explaining Vendor Conversations, Deactivating Vendors, Entering Miscellaneous Data, Enabling Entry Events, Defining Landed Costs, Processing Vouchers, Identifying Voucher Basics, Identifying Voucher Types, Manually Uploading Vouchers, Creating Quick Invoice Entries, Closing, Unposting and Deleting Vouchers, Updating Open Items, Correcting Voucher Errors, Approving Vouchers, Utilizing Control Groups, Creating Control Groups, Deleting a Control Group, Running the Control Group Register, Creating Voucher Contracts, Describing Voucher Contracts, Establishing Contract Set Controls Defining Voucher Contracts, Closing Voucher Contracts, Processing Batch Vouchers, Creating a Pay Cycle, Identifying Payment Creation Steps, Running the Pay Cycle, Viewing Payment References, Creating a Manual Positive Payment, Managing Trouble Shooting, Posting Payments, Matching, Explaining Matching, Entering Match Rules and Tolerances, Creating Debit Memos, Viewing Matching Reports, Creating and Managing Payments, Using Express Checks, Creating Manual Payments, Canceling Payments, Processing Escheated Payments, Processing Rescheduled Payments, Creating Drafts, Running Batch Processes, Running Journal Generator, Viewing Open Liabilities Running Inquiries and Reports, Viewing PeopleSoft Payables Inquiries, Viewing Payables Metrics, Running Payables Reports.

Learning Objects: In this module we will learn about, Receivables Rel 8.9 in Peoplesoft Financials.

Topics include: Describe PeopleSoft Enterprise Receivables 8.9, Implementing Receivables, Integrating with Other PeopleSoft Enterprise Products, Establishing PeopleSoft Receivables Business Units, Establishing a PeopleSoft Receivables Business Unit, Defining SetIDs, Using Record Groups, Defining Receivables Tables, Establishing Installation Options and User Preferences, Setting up Core Credit and Collection Options, Setting up Action Owners and Audit History, Setting Up Payment Terms, Establishing Reference Qualifier Codes, Setting Up Detail Calendars, Setting Up Receivables Options, Setting Up Customers, Entering and Maintaining Customer Information, Modifying Customer Credit Profiles, Establishing Customer Contacts Defining Item Processing Tables, Setting Up Origin IDs, Setting Up Distribution Codes, Identifying System Functions, Identifying Entry Types and Entry Reasons, Establishing Item Entry Types, Entering Items, Entering Items Online, Receiving External Pending Items, Performing the Receivable Update Process, Managing Item and Customer Inquiries and Maintenance, Reviewing Item Information, Updating Item Details, Using Conversations, Researching Customer Accounts, Defining Payment Processing, Setting Up Deposit Types, Defining Bank Account Information, Establishing Automatic Entry System Functions, Entering Payments, Entering Regular Deposits, Entering Express Deposits, Processing Cash Drawer Receipts, Receiving Electronic Payments, Correcting Errors in Deposits, Journaling Payments Directly Managing Payment Worksheets, Building Payment Worksheets, Applying Payments Across Business Units, Analyzing Overpayments, Applying Underpayments, Inquiring on Payments Set to Post, Applying Payments to Items Using Multiple Currencies, Running the Journal Generator Process, Performing Payment Inquiries, Using Payment Predictor, Constructing Payment Predictor Methods, Using the Payment Predictor Process, Analyzing Payment Predictor Reports, Managing Item Maintenance, Using Maintenance Worksheets, Unposting a Payment, Using Transfer Worksheets, Using the Automatic Maintenance Process, Setting Up Automatic Maintenance, Aging Receivables, Defining History Elements, Setting Up Aging Control Tables, Creating History Inquiries and Aging Requests, Generate Aging Reports Setting Up Exception and Collection Processing, Describing Exception and Collection Processing, Setting Up Actions and Action Templates, Setting Up Collection and Assessment Rules, Using Credit, Collections, and Exceptions, Working with Actions, Obtaining D&B Information, Generating Statements, Reviewing Customer and Item Information, Explaining the Correspondence Process, Creating Statements.

Learning Objects: In this module we will learn about, Defining setting Up Expenses options, defining DCAA Requirements in Expenses Rel8.9

Topics include: 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.

Learning Objects: In this Session we will learn about, Asset Management in peoplesoft Financials Rel 8.9.

Topics include: 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, Describing Lease Types, Defining Lease Payment Schedules, Creating Leased Assets, Defining Step Leases, Generating Lease Reports, Adjusting, Re categorizing and Transferring Assets, Adjusting Asset Information, Reviewing Asset Cost History, Re categorizing 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, Re categorizing 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.

Faq's

Tekslate basically offers the online instructor-led training. Apart from that we also provide corporate training for enterprises. All our trainers come with over 12 years of Oracle Peoplesoft Training real time projects experience in relevant technologies and also they are subject matter experts working as consultants.

Our trainers have relevant experience in implementing real-time solutions on different queries related to different topics of Secondary index People soft Financials. Tekslate also verifies their technical background and expertise.

We record each LIVE class session you undergo through and we will share the recordings of each session/class.

If you have any queries you can contact our 24/7 dedicated support to raise a ticket. We provide you email support and solution to your queries. If the query is not resolved by email we can arrange for a one-on-one session with our trainers. The best part is that you can contact Tekslate even after completion of Peoplesoft finance training to get support and assistance. There is also no limit on the number of queries you can raise when it comes to doubt clearance and query resolution.

You will work on real world Courses wherein you can apply your knowledge and skills that you acquired through our training. We have multiple projects that thoroughly test your skills and knowledge of various aspect and components making you perfectly industry-ready. These projects could be in exciting and challenging fields like banking, insurance, retail, social networking, ecommerce, marketing, sales, high technology and so on.

Our Trainers will provide the Peoplesoft tutorials to the students and we ensure practical real-time experience and Peoplesoft Training free by providing all the utilities required for the in-depth understanding of the course.

If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

The Peoplesoft Training Online itself is Real-time Project Oriented.

Yes. All the training sessions are LIVE Online Streaming using either through WebEx or GoToMeeting, thus promoting one-on-one trainer student Interaction.

There are some Group discounts available on the PeopleSoft Financials Training Cost, if the participants are more than 2.

 

As we are one of the leading providers of Online training, We have customers from:

 Online Peoplesoft Financials Training in USA:

  • New York, Los Angeles, Chicago, Houston, Phoenix, Philadelphia, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, San Francisco, Columbus, Indianapolis, Fort Worth, Charlotte, Seattle, Denver, El Paso, Washington, Boston, Detroit, Nashville, Memphis, Portland, Oklahoma City, Las Vegas, Louisville, Baltimore, Milwaukee, Albuquerque, Tucson, Fresno, Sacramento, Mesa, Kansas City, Atlanta, Long Beach, Colorado Springs, Raleigh, Miami, Virginia Beach, Omaha, Oakland, Minneapolis, Tulsa, Arlington, New Orleans, Wichita, Cleveland, Tampa, Bakersfield, Aurora, Honolulu, Anaheim, Santa Ana, Corpus Christi, Riverside, Lexington, St. Louis, Stockton, Pittsburgh, Saint Paul, Cincinnati, Anchorage, Henderson, Greensboro, Plano, Newark, Lincoln, Toledo, Orlando, Chula Vista, Irvine, Fort Wayne, Jersey City, Durham, St. Petersburg, Laredo, Buffalo, Madison, Lubbock, Chandler, Scottsdale, Glendale, Reno, Norfolk, Winston–Salem, North Las Vegas, Irving, Chesapeake, Gilbert, Hialeah, Garland, Fremont, Baton Rouge, Richmond, Boise, San Bernardino.

Popular cities of Canada, like:

  • Toronto, Montreal, Vancouver, Edmonton, Hamilton, Ottawa, Calgary, Ontario, Qubec etc

Online PeopleSoft Financials Training in India:

  •   Hyderabad, Bangalore, Mumbai, Pune, Delhi.

Along with it, we also prevail our valuable online training in the places of UK, Australia, India and other parts of the world

PeopleSoft Financials Certification

Oracle PeopleSoft Certification training from TekSlate is designed to ensure that you clear the different levels of Oracle PeopleSoft Financial Management exam in the first attempt. The practical hands-on learning approach followed at TekSlate will ensure you get job ready by the end of it.

  • Having a PeopleSoft Financial Management certification distinguishes you as an expert.
  • For different roles of PeopleSoft Financial Management certification, you need not go to a test center, as the exams are available online. You can give your exam anytime anywhere.
  • You need to register yourself at here to give your PeopleSoft Financial Management related exams.

There are 2 levels of certifications for PeopleSoft Financial Management based on the role.

  • PeopleSoft Financial Management Certified Specialist
  • PeopleSoft Financial Management Certified Expert

Exam Details:

Below are the following exams for Certified Specialist

Below is the following exam for Certified Expert

 

Course Reviews

4.6

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      • After a great research on available online courses, I have decided to opt Tableau Training from Tekslate, am quiet satisfied with that. Coursework is well calibrated to make student more comfortable w ...
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      • I have enrolled last month, and finished the course... As a working professional, they given me an exposure to the domain, but also helped to learn the cross technologies and develop an inclination to ...
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