PeopleSoft Financials Course Overview

Mindmajix offers the best PeopleSoft Financials training with highly experienced trainers who have high domain expertise. It provides a detailed overview of all the fundamentals of PeopleSoft Financials from scratch and also covers modules like General Ledger, Receivables, payables, Billing, and Asset Management with real-time use cases and examples. You’ll also work on two hands-on projects which are in line with the PeopleSoft certification exam.

Modes of Training

Self-Paced Learning

  • High Quality videos built by industry experts with theory and demonstration of features and tasks of the PeopleSoft Financials
  • Learn at your Convenience.
  • You get pre-defined recordings from the Trainer.
  • Fixed Course Content.
  • Certification Guidance Provided.
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Preferred

Instructor-led Training

  • Live Presentation of theory and demonstration of features and tasks of the PeopleSoft Financials
  • You get recordings of each training session that you attend.
  • Delivered through Goto Meeting.

Next Demo Sessions

26th Oct, 2019 (Weekend)
31st Oct, 2019 (Weekday)
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Corporate Training

For Business
  • F2F interactive presentation of theory and demonstration of features and tasks of the PeopleSoft Financials
  • Learn as per full day schedule with discussions & exercises.
  • No recordings available, however you can choose self-paced video if needed.
  • Completely Customizable Course Content & Schedule.
  • Certification Guidance Provided.
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Curriculum

Navigating PeopleSoft Applications
Signing into PeopleSoft Applications
Identifying PeopleSoft Internet Application (PIA) components
Identifying Shortcut Keys
Personalizing Content and Layout
Adding Favorites, Retrieving Data and Using PeopleBooks
Understanding System Structure and 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 and Describing PeopleSoft Process Scheduler
Using the Process Monitor, Identifying Reporting Tools and Running Reports
Performing Queries, Submitting Reports Using PS/nVision and Utilizing ChartFields
Explaining ChartFields and Identifying Delivered ChartFields
Configuring ChartFields

Creating the General Ledger Structure
Basic Elements of PeopleSoft General Ledger
Implementation Steps for PeopleSoft General Ledger and PeopleSoft General Ledger Table Structure
Establishing General Ledger Business Units and Applying General Ledger Tableset Sharing
Setting Installation Options and Common Definitions and 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 and Defining the Significance of PeopleSoft Trees
Defining Tree Manager Terminology and Creating PeopleSoft Trees
Modifying Trees Using Tree Manager, Preparing for Journal Processing and Defining Ledger Templates
Defining Ledgers and Ledger Groups, Associating Ledgers with a Business Unit and Maintaining Accounting Periods
Defining Journal Entry Templates, Defining Journal Sources and 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 and 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 and Analyzing Financial Information
Processing General Ledger Data Importing Spreadsheet Journals and Preparing the Workbook for Journal Upload
Configuring the Spreadsheet, Creating the Workbook, Importing Spreadsheet Journals and Performing Year End Close
Defining PeopleSoft Year End Close, Defining ChartField Value Sets and Defining Closing Rules
Processing PeopleSoft Year End Close, Running the Closing Trial Balance Report and 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 and 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

Defining Core Tables Setting Installation Options
Utilizing TableSets and Establishing User Preferences
Creating Locations, Identifying Currency Options and Defining ChartFields
Creating Accounting Entry Templates and Setting Up Sales and Use Tax Options
Setting Up Payables Business Units and Identifying General Ledger Business Units
Viewing Commitment Control Options and Creating a Payables Definition
Modifying Payables Options, Defining Banks and Identifying Common Banking Terms
Identifying the Basic Steps of Bank Setup and Defining Banks
Setting up Bank Branches, Defining External Accounts and Setting up Payment Data
Entering Payment Terms Setting up Additional Payment Data, Adding Vendors and Explaining Vendors
Establishing Vendor Information, Adding Vendors and Explaining Vendor Conversations
Deactivating Vendors, Entering Miscellaneous Data and Enabling Entry Events
Defining Landed Costs, Processing Vouchers, Identifying Voucher Basics and Identifying Voucher Types
Manually Uploading Vouchers, Creating Quick Invoice Entries, Closing and Unposting and Deleting Vouchers
Updating Open Items, Correcting Voucher Errors and Approving Vouchers
Utilizing, Creating and Deleting a Control Group
Running the Control Group Register, Creating Voucher Contract and Describing Voucher Contracts
Establishing Contract Set Controls, Defining Voucher Contracts and Closing Voucher Contracts
Processing Batch Vouchers, Creating a Pay Cycle and Identifying Payment Creation Steps
Running the Pay Cycle, Viewing Payment References and 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 and Using Express Checks
Creating Manual Payments, Canceling Payments and Processing Escheated Payments
Processing Rescheduled Payments, Creating Drafts, Running Batch Processes and Running Journal Generator
Viewing Open Liabilities Running Inquiries and Reports
Viewing PeopleSoft Payables Inquiries and Viewing Payables Metrics
Running Payables Reports

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 and 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 and Setting Up Detail Calendars
Setting Up Receivables Options, Setting Up Customers and Entering and Maintaining Customer Information
Modifying Customer Credit Profiles, Establishing Customer Contacts Defining Item Processing Tables
Setting Up Origin IDs, Setting Up Distribution Codes and Identifying System Functions
Identifying Entry Types and Entry Reasons, Establishing Item Entry Types and Entering Items
Entering Items Online, Receiving External Pending Items and Performing the Receivable Update Process
Managing Item and Customer Inquiries and Maintenance, Reviewing Item Information and Updating Item Details
Using Conversations, Researching Customer Accounts and Defining Payment Processing
Setting Up Deposit Types, Defining Bank Account Information and Establishing Automatic Entry System Functions
Entering Payments, Entering Regular Deposits, Entering Express Deposits and Processing Cash Drawer Receipts
Receiving Electronic Payments, Correcting Errors in Deposits and Journaling Payments Directly Managing Payment Worksheets
Building Payment Worksheets, Applying Payments Across Business Units and Analyzing Overpayments
Applying Underpayments, Inquiring on Payments Set to Post and Applying Payments to Items Using Multiple Currencies
Running the Journal Generator Process, Performing Payment Inquiries and Using Payment Predictor
Constructing Payment Predictor Methods and Using the Payment Predictor Process
Analyzing Payment Predictor Reports, Managing Item Maintenance and Using Maintenance Worksheets
Unposting a Payment, Using Transfer Worksheets and Using the Automatic Maintenance Process
Setting Up Automatic Maintenance, Aging Receivables and 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 and Creating Statements

Defining General Options and Defining Installation Options for Expenses
Setting Up Expenses Options and 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 and Setting Up Expenses Structure
Defining Business Rules for Expenses, Setting Up Expense Management Functions
Setting Up Locations and Rates, Creating Expense Templates and Setting Up Employee Data
Loading Employee Data, Maintaining Employee Profiles and Processing Travel Authorizations
Creating Travel Authorization Templates, Creating Travel Authorizations and Processing Expense Transactions
Modifying User Defaults, Processing Cash Advances and Preparing Cash Advances
Creating Time Reports, Approving Expense Transactions and Describing Summary Approval Options
Performing Approvals and Audits, Modifying Approved Transactions and Processing Payments
Describing the Expenses Payment Process, Staging Payments for Processing and Processing Payments in PeopleSoft Payables
Sending Payments to Payroll and Reviewing Payments
Integrating with PeopleSoft Project Costing Processing Project-related Expense Transactions
Sending Transactions to Project Costing and Integrating with PeopleSoft General Ledger
Posting Liabilities and Payments
Examining Accounting Entries, Establishing Links with the General Ledger and Using the Journal Generator
Rolling Over Travel Authorization Encumbrances and 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 and Processing External Data
Describing External Expense Data, Reconciling Airline Tickets and Processing Imported Credit Card Data
Using Automated Teller Machine Data, Using Benchmark Data and Examining and Archiving Expense Information
Running Expenses Queries, Running Reports and Archiving Expense Transactions

 

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Our Course in Comparison

Features

  • Demos at Convenient Time?
  • 1-1 Training
  • Batch Start Dates
  • Customize Course Content
  • LifeLong Access to LMS
  • 24*7 Support
  • EMI Option
  • Group Discounts

Mindmajix

  • At your Convenience

Others

  • Fixed

PeopleSoft Financials Training Objectives

The core skills that you will gain are as follows:      

  • Understand how to achieve world-class financial process
  • Gain a single and accurate view of all project related activities
  • Understand managing risks and reduce compliance costs
  • Gain knowledge on the end-to-end processes for governance, compliance, and risks
  • Understand various topics such as Chartfields, navigation, reporting, and journal entities
  • More than 60% of Fortune 500 companies are using PeopleSoft Financials to upgrade their businesses and get new functionalities and patches.
  • Today most companies are preferring certified professionals all over the world.
  • The average salary of a certified PeopleSoft Financial professional is $ 129457 per annum.

The PeopleSoft Financials certification training is ideal for professionals in the following job roles:

  • Business Analyst
  • Web Developer
  • Application Developer
  • Financial Consultant
  • Technical Consultant
  • HRIS Analyst
  • Financial Analyst

Basic understanding of Navigation, PeopleSoft HRMS, and PeopleSoft FSCM concepts is beneficial.

This training helps you gain expertise in the following:

  • Developing exhaustive comprehension of Financial Management Vs. Peoplesoft Financials
  • ERP with a comprehensive approach
  • Utilize Enterprise Level Cost Management

Upcoming Events

  • Weekend

    26 Oct, 2019 - 25 Nov, 2019

    6:30 AM IST
  • Weekday

    31 Oct, 2019 - 30 Nov, 2019

    6:30 AM IST
  • Fast Track

    03 Nov, 2019 - 03 Dec, 2019

    7:00 AM IST
  • Weekday

    07 Nov, 2019 - 07 Dec, 2019

    7:00 AM IST
  • Fast Track

    10 Nov, 2019 - 10 Dec, 2019

    7:00 AM IST
  • Weekday

    14 Nov, 2019 - 14 Dec, 2019

    6:30 AM IST
  • Timings Doesn't Suit You ?

    Our Team can set up a batch at your convinient time.

    Let us know

    Trusted By Companies Worldwide & 3,50,850+ Learners

    PeopleSoft Financials Online Training FAQ's

    Yes, you get two kinds of discounts. They are group discount and referral discount. Group discount is offered when you join as a group, and referral discount is offered when you are referred from someone who has already enrolled in our training.

    Yes, we will discuss with our instructor and will schedule according to the time convenient to you.

    The trainer will give Server Access to the course seekers, and we make sure you acquire practical hands-on training by providing you with every utility that is needed for your understanding of the course.

    The trainer is a certified consultant and has significant amount of experience in working with the technology.

    We will take care of providing you with all that is required to get placed in a reputed MNC and also forward your resume to the companies we tie-up with. Starting from providing the in-depth course material to explanation of the real-time scenarios and preparing your resumes, we will make you gain expertise so that you can get a job.

    We assist you completely in acquiring certification. We ensure you will get certified easily after our training.

    Yes, we accept payments in two installments.

    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 first 2 sessions of the training. Please make a note that refunds will be processed within 30 days of prior request.

    Our trainer explains every topic along with real-time scenarios. In the last one or two sessions, the trainer will explain one end-to-end project to showcase the real time working environment.

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    Find a training facility that works for you !

    To meet the learning needs of people spread across various geographical locations, we are offering our high-quality training services at the location of your choice to ensure you obtain maximum impact for your training investment. Choose your city below.

    PeopleSoft Financials Training in Hyderabad

    Hyderabad is the capital city of Telangana state and is well known for the major technology township, HITECH city, as well as India’s largest start-up ecosystem, T-Hub. It attracted more than 1500 IT firms including Apple, Microsoft, Amazon, Google, Salesforce, and many more. Therefore, the future scope of IT industry sounds great in Hyderabad with enormous opportunities for software professionals. Mindmajix PeopleSoft Financials Training in Hyderabad is designed to uplift your career in this domain.

    Our Hyderabad Correspondence / Mailing address

    Ecohouse Building, Nagarjuna Hills, Panjagutta Hyderabad Telangana 500082 India

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    PeopleSoft Financials Training in Bangalore

    Bangalore is the IT capital of India and is regarded as one of the top 10 fastest growing cities in the world with an average economic growth rate of 8.5%. The city has attracted a large number of IT firms, startup investments, research and development organizations, and many more. PeopleSoft Financials Training is an ever-changing field which has numerous job opportunities and excellent career scope. Our PeopleSoft Financials Training in Bangalore is designed to enhance your skillset and successfully clear the PeopleSoft Financials Training certification exam.

    Our Bangalore Correspondence / Mailing address

    #811, 10th A Main, Suite No.506 1st Floor, Indira Nagar Bangalore, India - 560038

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