Course Details

Oracle’s PeopleSoft Financial 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.

Why to attend Tekslate Online Training ?​

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.

PeopleSoft Financials Training Course Content

Introduction To Peoplesoft For Fms 8.9

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.

General Ledger Rel 8.9

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 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.

Payables Rel 8.9

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.

Receivables Rel 8.9

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.

Expenses Rel 8.9

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.

Asset Management Rel 8.9

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.

PeopleSoft Financials Certification

PeopleSoft Financial Management 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 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

Salary Trends

Average Peoplesoft Financials Salary in USA is increasing and is much better than other products.

Peoplesoft Financials Training


Benefits to our Global Learners

  • Tekslate services are Student-centered learning.
  • Qualitative & cost effective learning at your pace.
  • Geographical access to learn from any part of the world.

PeopleSoft Financials Certification Training in Your City

PeopleSoft Financials Training India

Tekslate provides instructor-led live online training and corporate training. PeopleSoft Financials Training provides you hands on real-time project experience. Our PeopleSoft Financials trainers are certified industry experts and work professionals. We provide customized training for beginners as well working professionals.

PeopleSoft Financials Training United States

Our trainers in US are certified and have in-depth knowledge regarding PeopleSoft Financials Concepts. Tekslate superior quality training is what makes us stand apart from others. Case studies are included in the curriculum of training programs irrespective of the mode you chose. You can avail training in your cities like New York, Los Angeles, Chicago, Houston, and more.

PeopleSoft Financials Training United Kingdom

For experienced professionals in UK, special batches are conducted in different timings. Customized approach to imparting training has made us different from others. You can clarify your doubts after completing the class. You can avail training in your cities like London, Birmingham, Leeds, Glasgow and more.

PeopleSoft Financials Training Canada

There are many companies that offer PeopleSoft Financials training in Canada. Our PeopleSoft Financials course provides basic understanding about the introduction and overview. It is the course that can be educate right from the beginner to the intermediate and advanced level. PeopleSoft Financials Training is provided by Real Time Industry Experts who has huge subject knowledge, skills and enhances the skills of students in the best way. You can avail training in your cities like Montreal, Winnipeg, Mississauga, Ottawa and more

PeopleSoft Financials Training in Hyderabad

We at TekSlate offer interactively designed PeopleSoft Financials training. The PeopleSoft Financials Training course design in Hyderabad aims not only imparting theoretical concepts, but also aid students explore and experiment the subject. By the end of our training program, students can confidently update their profiles with knowledge and Hands on experience.

PeopleSoft Financials Training in Bangalore

TekSlate masters in IT Online Training services. We are aware of industry needs and we are offering PeopleSoft Financials Training in Bangalore in a more practical way. We guarantee efficient training offered by real-time experts in the industry.

PeopleSoft Financials Training in Chennai

TekSlate is one of the top-ranked Institute in PeopleSoft Financials training in Chennai. We provide best quality training for PeopleSoft Financials online with well-experienced professionals. Our unique blend of hands-on training enables students with the productive skills to improve their performance.

PeopleSoft Financials Training in Pune

TekSlate offers Instructor-led online training by Top-Notch Trainers in Pune. Every session will be recorded and provided to you for future reference. Good quality Material will help students explore the subject confidently.

PeopleSoft Financials Training in Mumbai

TekSlate offers best PeopleSoft Financials Training in Mumbai with most experienced professionals. Our Instructors are working professionals in the related technologies. Our team of trainers provides training services in a practical way with a framed syllabus to match with the real world requirements for both beginner level to advanced level.

PeopleSoft Financials Training in Delhi

PeopleSoft Financials Training helps you to develop your IT skills through our wide variant training curricula. TekSlate in Delhi has immense experienced real-time professionals having years of experience. Our training program is very much mixed with both practical and interview point of questions to achieve the expertise in the subject.

What Are The Modes Of Training?

Tekslate basically offers the online instructor-led training. Apart from that we also provide corporate training for enterprises.

Who Are The Trainers?

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

What If I Miss A Class?

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

Can I Request For A Support Session If I Find Difficulty In Grasping Topics?

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.

What Kind Of Projects Will I Be Working On As Part Of The Training?

You will work on real world projects 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.

How Will I Execute The Practical?

Our Trainers will provide the Environment/Server Access to the students and we ensure practical real-time experience and training by providing all the utilities required for the in-depth understanding of the course.

If I Cancel My Enrollment, Will I Get The Refund?

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.

Will I Be Working On A Project?

The Training itself is Real-time Project Oriented.

Are These Classes Conducted Via Live Online Streaming?

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

Is There Any Offer / Discount I Can Avail?

There are some Group discounts available if the participants are more than 2.

Who Are Our Customers & Our Location?

As we are one of the leading providers of Online training, We have customers from USA, UK, Canada, Australia, India and other parts of the world.

Course Reviews


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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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