PeopleSoft Financial Allocations Rel 9.2 (Training On Demand)

Course Details
Tuition (USD):
$815.00 $774.25 • Self Paced
$697.98 • Self Paced (8 hours)

This PeopleSoft Financial Allocations Rel 9.2 training provides the detailed information you need to understand allocations. Expert Oracle University instructors will teach you how to successfully allocate amounts across various types of entities within your organization through a combination of instruction and hands-on exercises.

Learn To:

  • Recognize the business process.
  • Define allocation steps.
  • Maintain allocation steps.
  • Run allocation processing.
  • Analyze allocation results.

Benefits to You

Learn valuable information from the implementer's perspective, as well as for end-users. You'll be presented with best practices that when implemented, will help you achieve maximum efficiency when allocating balances. Discussions and activities include early decision-making regarding allocation structure based on business needs, as well as maintenance and analysis.

Focus on Allocations

Get in-depth knowledge about allocations in PeopleSoft General Ledger 9.2 in this daylong course. Understand allocation terminology and experience a deep-dive into end-to-end allocation scenarios through hands-on activities.

Skills Gained

  • Describe Financial Allocations
  • Set up Financial Allocations
  • Process Allocations
  • Analyse Allocation Results

Who Can Benefit

  • Functional Implementer


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

Course Details

Business Process Overview

  • Business Uses of Allocations
  • Terminology Used in PeopleSoft Financial Allocations
  • Business Scenarios Using PeopleSoft Allocations
  • Allocation Process Flow

Defining Allocation Steps

  • Defining the Allocation Type
  • Defining the Allocation Pool
  • Defining the Allocation Basis
  • Defining the Allocation Target
  • Defining the Allocation Offset
  • Defining Other Allocation Step Options

Maintaining Allocation Steps

  • Running the Allocation Step Report
  • Reviewing the Allocation Step Report
  • Copying, Renaming and Deleting Allocation Steps

Running the Allocation Process

  • Defining the Allocation Group
  • Running the Allocation Process
  • Creating the Allocation Calculation Log
  • Reviewing and Analyzing the Allocation Results
  • Defining Step-Down (Multiple Step) Allocations
  • Defining InterUnit and IntraUnit Allocations

Allocations Reference Material

Course Details
Tuition (USD):
$815.00 $774.25 • Self Paced
$697.98 • Self Paced (8 hours)