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PeopleSoft Payables Rel 9.2

Course Details
Code: PPL-PAY-9-2
Tuition (USD): $3,696.00 • Virtual (4 days)
$3,908.00 • Classroom (4 days)
Course Details
GSA (USD): $3,083.12 • Virtual (4 days)
$3,083.12 • Classroom (4 days)

  • Identify the way PeopleSoft stores data
  • Construct PeopleSoft Payables transactions
  • Manage PeopleSoft Payables processes
  • Set up Payables data
  • Analyze PeopleSoft Payables data
  • Explain PeopleSoft reporting tools
  • Describe PeopleSoft Payables
  • Explain PeopleSoft WorkCenter and Dashboard
  • Explain Supplier Onboarding
  • Create Payment Requests

Skills Gained

  • Identify the way PeopleSoft stores data
  • Construct PeopleSoft Payables transactions
  • Manage PeopleSoft Payables processes
  • Set up Payables data
  • Analyze PeopleSoft Payables data
  • Explain PeopleSoft reporting tools
  • Describe PeopleSoft Payables
  • Explain PeopleSoft WorkCenter and Dashboard
  • Explain Supplier Onboarding
  • Create Payment Requests

Who Can Benefit

  • Implementer

Prerequisites

Required Prerequisite

  • Run processes and reports
  • Use control tables to enforce business rules
  • Understand basic navigation and PeopleSoft concepts

Course Details

Topics

  • Setting Up Core Tables
    • Setting Installation Options
    • Establishing User Preferences
    • Defining ChartFields
    • Securing ChartFields
    • Creating Locations
    • Setting Up Sales and Use Tax Defaults and Options
  • Setting Up Payables Business Units
    • Identifying PeopleSoft General Ledger Business Units
    • Creating a PeopleSoft Payables Definition
    • Modifying PeopleSoft Payables Options
    • Utilizing TableSets
  • 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
    • Defining Bank Replacement Rules
  • Adding Suppliers
    • Explaining Suppliers
    • Establishing Supplier Information
    • Adding Suppliers
    • Explaining Supplier Conversations
  • Approving, Updating, and Inactivating Suppliers
    • Approving Suppliers
    • Updating and Reviewing Supplier Name History
    • Defining Supplier Audit
    • Inactivating Suppliers
    • Using the Supplier Administration Center
  • Processing Supplier Onboarding
    • Configuring Supplier Registration
    • Registering, Managing, and Approving Suppliers
    • Registering Online
    • Managing Invitations
    • Managing Approvals
    • Review Registration History
  • Defining Miscellaneous Data
    • Entering Miscellaneous Data
    • Setting up On-Demand Processing
  • Creating Vouchers
    • Identifying Voucher Basics
    • Identifying Voucher Types
    • Creating Quick Invoice Entries
    • Uploading Vouchers Manually
    • Related Procurement Documents
    • Personalizing Inquiries
  • Creating Payment Requests
    • Explaining Payment Request
    • Setting Up the Payment Request Template
    • Using the Payment Request Center
  • Processing Vouchers
    • Creating Accounting Entry Templates
    • Posting, Closing, Unposting, and Deleting Vouchers
    • Correcting Voucher Errors
    • Approving Vouchers
    • Viewing Open Liabilities
  • 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
    • Reviewing Events
  • Matching and Landed Cost
    • Identifying Matching
    • Entering Match Rules and Tolerances
    • Defining Matching
    • Defining Landed Costs
    • Running Landed Cost
  • Creating a PayCycle
    • Identifying Payment Creation Steps
    • Running the Pay Cycle
    • Reviewing Payment Information
    • Viewing Payment References
    • Creating Manual Positive Payments
    • Managing Troubleshooting
    • Posting Payments
  • Creating and Managing Manual Payments
    • Using Express Checks
    • Creating Manual Payments
    • Canceling Payments
    • Processing Escheated Payments
  • Creating Journal Entries
    • Creating Accounting Entry Definition
    • Running Journal Generator
  • Setting Installation Options
  • Establishing User Preferences
  • Defining ChartFields
  • Securing ChartFields
  • Creating Locations
  • Setting Up Sales and Use Tax Defaults and Options

Setting Up Payables Business Units

  • Identifying PeopleSoft General Ledger Business Units
  • Creating a PeopleSoft Payables Definition
  • Modifying PeopleSoft Payables Options
  • Utilizing TableSets

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
  • Defining Bank Replacement Rules

Adding Suppliers

  • Explaining Suppliers
  • Establishing Supplier Information
  • Adding Suppliers
  • Explaining Supplier Conversations

Approving, Updating, and Inactivating Suppliers

  • Approving Suppliers
  • Updating and Reviewing Supplier Name History
  • Defining Supplier Audit
  • Inactivating Suppliers
  • Using the Supplier Administration Center

Processing Supplier Onboarding

  • Configuring Supplier Registration
  • Registering, Managing, and Approving Suppliers
  • Registering Online
  • Managing Invitations
  • Managing Approvals
  • Review Registration History

Defining Miscellaneous Data

  • Entering Miscellaneous Data
  • Setting up On-Demand Processing

Creating Vouchers

  • Identifying Voucher Basics
  • Identifying Voucher Types
  • Creating Quick Invoice Entries
  • Uploading Vouchers Manually
  • Related Procurement Documents
  • Personalizing Inquiries

Creating Payment Requests

  • Explaining Payment Request
  • Setting Up the Payment Request Template
  • Using the Payment Request Center

Processing Vouchers

  • Creating Accounting Entry Templates
  • Posting, Closing, Unposting, and Deleting Vouchers
  • Correcting Voucher Errors
  • Approving Vouchers
  • Viewing Open Liabilities

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
  • Reviewing Events

Matching and Landed Cost

  • Identifying Matching
  • Entering Match Rules and Tolerances
  • Defining Matching
  • Defining Landed Costs
  • Running Landed Cost

Creating a PayCycle

  • Identifying Payment Creation Steps
  • Running the Pay Cycle
  • Reviewing Payment Information
  • Viewing Payment References
  • Creating Manual Positive Payments
  • Managing Troubleshooting
  • Posting Payments

Creating and Managing Manual Payments

  • Using Express Checks
  • Creating Manual Payments
  • Canceling Payments
  • Processing Escheated Payments

Creating Journal Entries

  • Creating Accounting Entry Definition
  • Running Journal Generator
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