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PeopleSoft General Ledger Rel 9.2

  • Tuition USD $3,696 - $3,908 GSA  $3,083.12
  • Reviews star_rate star_rate star_rate star_rate star_half 508 Ratings
  • Course Code PPL-GEN-LEDG
  • Duration 4 days
  • Available Formats Virtual, Classroom

  • Structure PeopleSoft General Ledger to meet business requirements
  • Create and Process PeopleSoft General Ledger data
  • Learn to use the tools for troubleshooting errors and resolving issues
  • Organize and Report PeopleSoft General Ledger Results
  • Implement PeopleSoft General Ledger

Skills Gained

Structure PeopleSoft General Ledger to meet business requirements,Create and Process PeopleSoft General Ledger data,Learn to use the tools for troubleshooting errors and resolving issues,Organize and Report PeopleSoft General Ledger Results,Implement PeopleSoft General Ledger

Who Can Benefit

  • Developer
  • End User
  • Implementer
  • Manager
  • Systems Administrator

Prerequisites

Required Prerequisite

  • Use of control tables to enforce business rules
  • Able to run processes and reports
  • Understanding of basic navigation and PeopleSoft concepts.

Course Details

Topics

  • Course Overview
  • Business Process Overview
  • Creating the General Ledger Structure
  • Setting Installation Options and Common Definitions
  • Defining ChartFields and ChartField Values
  • Planning and Creating PeopleSoft Trees
  • Preparing for Journal Processing
  • Implementing ChartField Combination Editing
  • Processing General Ledger Data
  • Maximizing General Ledger Processing
  • Importing Spreadsheet Journals
  • Implenting InterUnit and IntraUnit Accounting
  • Performing Year End Close
  • Reporting Results with PS/nVision
  • Appendixes
  • Objectives
  • Agenda

Business Process Overview

  • Describing the Basic Elements of PeopleSoft General Ledger
  • Describing the Implementation Steps for PeopleSoft General Ledger
  • Describing the PeopleSoft General Ledger Table Structure
  • Describing Integration Points between PeopleSoft General Ledger and other PeopleSoft Applications

Creating the General Ledger Structure

  • Establishing General Ledger Business Units
  • Applying General Ledger TableSet Sharing

Setting Installation Options and Common Definitions

  • Setting Installation Options
  • Establishing User Preferences
  • Establishing Account Types
  • Creating Detail Calendars
  • Defining Business Calendars

Defining ChartFields and ChartField Values

  • Viewing PeopleSoft Delivered ChartFields
  • Using the ChartField Configuration Utility
  • Viewing the Account ChartField
  • Mapping Accounts to Alternate Accounts
  • Defining Alternate Accounts
  • Defining ChartField Attributes and Linking to ChartFields
  • Defining ChartFields and Requesting Approval
  • Securing ChartFields

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 Goups
  • Associating Ledgers with a Business Unit
  • Maintaining Accounting Periods
  • Defining Journal Entry Templates
  • Defining Journal Sources, Classes, and SpeedTypes
  • Enabling Journal Audit Logging for General Ledger

Implementing ChartField Combination Editing

  • Defining ChartField Combination Edits
  • Linking Combination Edits to a Business Unit
  • Building Combination Edit Data
  • Maintaining Combination Edits
  • Inquiring on Combination Edit Data

Processing General Ledger Data

  • Describing the Journal Processing Flow
  • Processing PeopleSoft General Ledger Data
  • Reviewing Journals and Determining their Status
  • Editing and Posting Journals

Maximizing General Ledger Processing

  • Automating Journals
  • Improving Processing Performance
  • Selecting a Statistical Method
  • Using the General Ledger WorkCenter and Dashboard
  • Setting Up Suspense Error Handling
  • Analyzing Financial Information

Importing Spreadsheet Journals

  • Preparing Your Workbook for Journal Uploac
  • Configuring Your Spreadsheet
  • Copying Journals
  • Spreadsheet Journal Import Methods

Implenting InterUnit and IntraUnit Accounting

  • Selecting an Appropriate InterUnit Method
  • Defining InerUnit and IntraUnit Transactions
  • Performing Required InterUnit and IntraUnit Setup
  • Archiving General Ledger Information
  • Reconciling InterUnit Activity
  • Unposting InterUnit Journals

Performing Year End Close

  • Defining PeopleSoft General Ledger Close
  • Defining ChartField Value Sets
  • Defining Closing Rules
  • Defining Closing Process Groups
  • Running the Closing Process
  • Running the Closing Trial Balance Report
  • Archiving General Ledger Information

Reporting Results with PS/nVision

  • Defining PS/nVision Elements
  • Creating a PS/nVision Layouts
  • Creating a Report Request
  • Running PS/nVision Reports

Appendixes

  • Archiving Data
  • Implementing Document Sequencing for General Ledger
  • Other Key Features
  • Reference Material

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

Just finished up a course taught by Sean Mohseni. Excellent instructor. If you can find a course he's teaching, its well worth it.

Good course that covers all aspects of DB2. Gives very good starting point to enable anyone to work efficiently within DB2 environment.

The material was excellent, well laid out and the instructor was highly knowledgeable in material and able to present it easily.

Everything went well. Enrollment process was easy and I always felt welcomed throughout the whole experience.

AZ-300 course experience was good . Eylem Uysal was very good, the best instructor and i had really good experience attending course and classes with Eylem.

3 options available

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  • Aug 10, 2020 Aug 13, 2020 (4 days)
    Location
    Virtual
    Language
    English
    Time
    06:00 AM 14:00 PM PST
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  • Oct 27, 2020 Oct 30, 2020 (4 days)
    Location
    Virtual
    Language
    English
    Time
    06:00 AM 14:00 PM PST
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  • Nov 9, 2020 Nov 12, 2020 (4 days)
    Location
    Toronto, DC
    Language
    English
    Time
    09:00 AM 17:00 PM EST
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