PeopleSoft Financials Training

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PeopleSoft Financials Course Overview

MindMajix PeopleSoft Financials Training - Become an expert in accelerating business performance, enabling organizations to increase productivity and provide a lower cost of ownership. Enroll & Become Certified!
30 hours of Instructor Led PeopleSoft Financials Training
Lifetime Access to Recorded Sessions
Real World use cases and Scenarios
Practical Approach
24/7 Support
Expert & Certified Trainers

Immersive Learning

When you learn at Mindmajix, you can always rely on team of experts to provide guidance and support, whenever you need it.

30 Hrs

Lecture

Instructor-Guided Lessons and Activities

Learn key objectives through expert-led lectures, discussions, and exercises.

20 Sessions

Labs & Exercises

Hands-on practice on Tools

Practice new skills and dive deeper into the day’s key topics

15 Mins After Each Session

Doubts Clarifications

Q & A Session.

Wrap up the session with clarification on concepts and labs, if needed.

PeopleSoft Financials Course 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

 

Business Process Overview, Defining the Asset Lifecycle Management (ALM) Solution
Describing the Asset Transaction Flow and Describing Asset Management System Integration
Describing the Implementation of Asset Management and Describing the Conversion Process for Asset Management
Navigating through Asset Management, Defining General Options and Setting Up Installation Options
Defining User Preferences, Defining Locations, Calendars and ChartField Values and Setting Up Asset Management
Creating Asset Books, Creating Business Units, Defining Open Periods and Setting Up Value Added Tax (VAT) Defaults
Adding Assets, Describing the Methods for Adding Assets Online and Describing the Tables Used for Asset Management
Adding Assets Using Express Add, Adding Assets Using Basic Add and Identifying Hazardous Assets
Managing Asset Insurance, Maintenance, Warranties and Repair and Tracking Asset Insurance
Defining and Tracking Asset Maintenance, Tracking Asset Maintenance Contracts and Creating and Applying Warranties
Reviewing Maintenance History, Maintaining Leased Assets, Describing Lease Types and Defining Lease Payment Schedules
Creating Leased Assets, Defining Step Leases, Generating Lease Reports, Adjusting, Recategorizing and Transferring Assets
Adjusting Asset Information, Reviewing Asset Cost History and Recategorizing Assets
Transferring Assets Within and Between Business Units, Summarizing Cost Rows and Retiring and Reinstating Assets
Retiring Assets Manually, Retiring Fully Depreciated Assets Automatically and Using the Disposal Worksheet to Retire Assets
Describing Retirement Integration with Other PeopleSoft Applications, Reinstating Assets and Maintaining Parent and Child Assets
Adding Parent and Child Assets, Adjusting Parent and Child Assets, Recategorizing Parent and Child Assets
Performing Transfers of Parent and Child Assets, Retiring of Parent and Child Assets Reviewing the Net Book Value of Parent-Child Assets
Depreciating Assets, Describing How Asset Management Calculates Depreciation, Reviewing and Modifying Open Transactions
Performing the Depreciation Calculation Process, Recalculating Depreciation and Performing What-If Calculations
Depreciating Assets – France, Configuring and Depreciating Assets Using the Derogatory Method
Creating Accounting Entries for Derogatory Depreciation and Configuring and Reporting Business Tax
Revaluing Assets, Running Statutory Reports and Depreciating Assets – India
Describing Depreciation Processing for India and Processing Tax Depreciation for India
Depreciating Assets – Japan, Using Special and Increased Depreciation Methods
Using Advanced and Composite Depreciation and Setting Up Currency Rounding Options
Generating Local Tax Reports and Calculating Consumption Tax When Selling Retired Assets
Maintaining Asset Book Information and Describing Asset Books and Required Information for Calculating Depreciation
Describing Remaining Value and Life-to-Date Depreciation Methods
Reviewing Changes Made to Asset Books Reporting and Charting Asset Information
Describing Asset Management Reporting Options and Generating Asset Management Reports
Generating Asset Charts, Generating Asset Accounting Entries and Creating and Reviewing Accounting Entries
Closing Depreciation, Closing Asset Accounting Periods and Listing Common Month-End Processes
Allocating Depreciation Expense, Describing Depreciation Allocation and Defining Transaction Groups
Creating Allocation Entries and Integrating with PeopleSoft General Ledger
Defining the General Ledger to Accept Journal Entries, Defining the Link Between Asset Management and General Ledger
Running the Journal Generator Process and Integrating Asset Management with Other Products
Integrating with PeopleSoft Purchasing and Payables, Using On-Demand Processing and Consolidating and Unitizing Assets
Integrating with PeopleSoft Project Costing and Planning for Capital Asset Acquisitions
Describing Asset Budgeting and Capital Acquisition Planning and Defining Capital Acquisition Plans (CAP), Link Assets to a CAP
Review and Adjust CAP information, Performing Mass Changes to Assets, Defining and Running the Mass Change Process
Reviewing the Results of Mass Change, Running the Transaction Loader Process and Final Course Activity
Defining the Various Control Tables Required to Perform Transactions and Calculating Depreciation on Open Transaction
Creating Accounting Entries and Running Depreciation Close and Running the Journal Generator Process
Reviewing Results

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Modes of PeopleSoft Financials Training

For Individuals
For Corporates

Our Course in Comparison

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  • Setup Demos at your Convenient Time
  • 1-1 Training
  • Batch Start Dates
  • Customize Course Content
  • LifeLong Access to LMS
  • 24*7 Support
  • EMI Option
  • Group Discounts
  • Mindmajix PeopleSoft Financials Training online
  • At your Convenience
  • Other Virtual Live Classes
  • Fixed

PeopleSoft Financials Certification !

Complete Your Course

Successfully complete your course and let the community know about your achievement.

Become Certified

Trainer will cover all the topics related to Certification.

Apply for Jobs

Don’t just show off your achievement to the community, use it to advance in your career.

PeopleSoft Financials Upcoming Batches

  • Weekday

    May 23 (2 hrs a day)

    7:00 AM IST
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  • Weekend

    May 25 (2 hrs a day)

    6:30 AM IST
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  • Weekend

    May 26 (2 hrs a day)

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  • Weekday

    May 28 (2 hrs a day)

    7:00 AM IST
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  • Weekday

    May 30 (2 hrs a day)

    6:30 AM IST
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  • Weekend

    Jun 1 (2 hrs a day)

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FAQ's!

Have questions? We’ve got the answers. Get the details on how you can grow in this course.

We offer 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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