Janice Chancey

1
PeopleSoft FinancialsBasic Navigation

• Janice Chancey
• Mgr, Financial Information Systems Reporting
• Controllers Division

2
Agenda

• General Overview
• Basic Navigation

3
General Overview
Budget
Grants
Purchasing
Catalog Mgmt
General Ledger
Journal Entries
Accounts Payable
4
Hands-on PS FinancialsTraining Classes

• eProcurement Requisitions Health eShop 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 Financials Training Documents

• PeopleSoft Financials http//www.gru.edu/finance/p
  eoplesoft/index.php
• Financial Training Documents
• http//www.gru.edu/finance/controller/training/ind
  ex.php

6
Request for Login

• You will not be automatically setup in PS
  Financials because you have attended the Basic
  Navigation class
• Your department must submit a PeopleSoft
  Financials Security Access Request Form
  requesting your access
• The Security Form is available on the PeopleSoft
  website at
• http//www.gru.edu/finance/peoplesoft/documents/pe
  oplesoft_security_access.pdf

7
Request for Login Contd

• How Do I Know What to Check on the Form?
• We have created a document under the Security
  Information and Forms link on the PeopleSoft
  Website with a document called
• What access is given when I check a box on the
  Security Form?
• The link to this document is below
  http//www.gru.edu/finance/peoplesoft/v89_security
  _form_end_user_details.xls

8
Where To Login?

• The PeopleSoft Financials Icon to login is on
  the PAWS Portal page under Applications Tools.
• Your User ID and password for PeopleSoft
  Financials will be the same as your NET ID and
  Password. This is the same as your SoftServ
  login.
• When you change your password, then your
  PeopleSoft Financials password will change as
  well.

9
How to Login?

• Type in your NetID and password.
• If your user ID does not work, try typing it in
  ALL CAPS.
• If you get a message that your account has been
  disable, then call
• Janice 706-721-3288
• Tina 706-721-0018

10
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

11
PeopleSoft Financials
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
Menu Navigation
Click on a Menu Option, and you will see the next
menu options in the middle of the page
14
Menu Navigation
Click on a menu option or submenu option to where
you need to go
15
Menu Navigation
Click on Home to go back to see the main menu or
you can click on the Main Menu for a drop down
menu
16
Menu Navigation
Do Not click on the back button. Use the menus
and buttons in PS Financials to navigate. The
back button is part of your Internet Browser, not
PS Financials.
Click on Sign Out to log out of PeopleSoft
Financials, then you can click on the red x to
close the window.
17
Universal Navigation Header
Universal Navigation Header
18
New Window

• When you want to open a second window to look at
  another menu option, click on the New Window
  hyperlink at the top right corner under the
  Universal Navigation Bar

19
Setting Favorites

• Navigate to the page that you would like to set
  as a favorite
• Click on the Add to Favorites link on the
  Universal Navigation Bar
• The page will now show up on your My Favorites
  Menu

20
Adding My Reports Menu to Home Page in PS
Financials

1. Click on Content hyper link on top of the menu by
   Personalize.
2. Check the box by My Reports under PeopleSoft
   Applications.
3. Click on the Save button.
4. You will then see your My Reports menu under your
   Menu. To move it to the side click on Layout by
   Personalize.
5. Click once on the My Reports under the Left
   Column, and then click on the right arrow to move
   it to the Right Column.
6. Click on the save button.

21
Run Controls

• 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 a report.
• Run Controls should be made for each type of
  report that you run.
• The names cannot include spaces.
• They can not be renamed or deleted.

22
Creating a Run Control

• When you first go to run a report, you will need
  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, then you will
  have to name your Run Control. I recommend
  starting the name with the report name.
• 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
23
Budget Transaction Detail Report Run Control
Sample
24
Process Scheduler Request

• This page comes up when you click on the Run
  button on a report run control page.
• Crystal Reports must be run under the PSNT
  server.
• SQR Reports and All Other Processes must be run
  under the PSUNX server.

25
How to Get Make the TAB Skip Over the Lookup
Magnifying Glass

1. Click on the My Personalizations at the bottom of
   the Main Menu.
2. Click on the Personalize Option button by
   Navigation Personalizations.
3. Choose Yes from the drop-down list by Tab over
   Lookup Button.
4. (Note you can also choose Yes by Tab over
   Calendar Button)
5. Click OK to save your settings.

26
How to Turn off AutoComplete

1. Click on the My Personalizations at the bottom of
   the Main Menu.
2. Click on the Personalize Option button by
   Navigation Personalizations.
3. Choose No from the drop-down list by
   AutoComplete.
4. Click OK to save your settings.

27
If You Need Help

• Financial Information Systems and Reporting
• Problem resolution and general questions
• Janice Chancey 706-721-3288
• Requisition Workflow Approvals and Security forms
• Tina Fletcher 706-721-0018
• Department ID creation/editing Authorized
  Signature forms
• Gordon Prettelt 706-721-2046
• PS_FINANCIALS_at_gru.edu -- email to our area
• ITS Help Desk -- 721-4000

28
Questions