Controllers Division PEOPLESOFT FINANCIALS 8 9 BASIC NAVIGATION

Controller’s Division PEOPLESOFT FINANCIALS 8. 9 BASIC NAVIGATION People. Soft Financials V 8. 9 1

Agenda General Overview Basic Navigation People. Soft Financials V 8. 9 2

General Overview Budget Purchasing Journal Entries Catalog Mgmt General Ledger People. Soft Financials V 8. 9 Grants Accounts Payable 3

PS Financials Training Classes e. Procurement Requisitions – Learn how to enter e. Pro Requisitions into the system to purchase goods and services. PS Tools for Grants – Learn how to use the MCG Grant pages and reports to help you manage your Grant account. Delivered Reports and Inquiries – Learn how to run Budget reports and inquiries to help manage your budget. Basic Query Training – Learn how to run a Public query and modify a query to save as your private query. People. Soft Financials V 8. 9 4

People. Soft V 8. 9 Project Resources People. Soft Financials V 8. 9 Upgrade website contains the following resources: Training Documentation Bi-monthly Newsletters How Do I? Brief introduction to forms and samples Query Documentation Security Forms and Documentation The URL is: http: //www. georgiahealth. edu/finance/peoplesoft/index. html People. Soft Financials V 8. 9 5

Request for Login You will not be automatically setup in PS Financials because you have attended the Basic Navigation class Your Supervisor must submit a People. Soft Financials 8. 9 Security Form requesting your access The Security Form is available on the People. Soft website at: https: //portal. georgiahealth. edu/portal/page/portal/for ms/People. Soft/pssecurityaccessform_04182013. pdf People. Soft Financials V 8. 9 6

Login Information The People. Soft Financials V 8. 9 Icon to login is on the PAWS Portal page under Applications & Tools. Your User ID and password for People. Soft V 8. 9 will be the same as your Novell NET ID and Password. When you change your Group. Wise password, then your People. Soft password will change as well. People. Soft Financials V 8. 9 7

Login Information Novell NETID and password People. Soft Financials V 8. 9 8

PS Financials Security Never leave your system unattended Lock your desktop when you leave your desk CTRL-ALT-DEL and click on Lock Workstation Do not share your password Do not let someone use your Net ID People. Soft Financials V 8. 9 9

How to Clear Your Cache? In People. Soft Financials V 8. 9, you clear your cache by clearing your Internet Browser’s temporary files. The steps to do this in Internet Explorer are: 1. Click on the Tools menu 2. Click on Internet Options from the drop-down menu 3. Click on the button to Delete Files 4. Check the box in front of Delete all offline content 5. Click OK People. Soft Financials V 8. 9 10

People. Soft v 8. 9 Basic Navigation 11

Menu Navigation and Expand Button This is the Expand Collapse Triangles in PSFIN. You will see them on many pages. A sideways triangle means Expand (take a look and it will show you more information). 12

Universal Navigation Header People. Soft Financials V 8. 9 13

Universal Navigation Header • Home - returns you to this page of the application • Worklist - takes you to the list of items awaiting your attention • Add to Favorites - allows you to set a favorite for any page in the application that you navigate to often • Sign-off – to log out of People. Soft Financials V 8. 9 14

Setting Favorites - Example Navigate to People. Tools > Process Scheduler > Process Monitor Set a “Favorites” and name the favorite “Enter Vouchers”. Note: You can easily access them quickly in the future as needed. This is especially helpful when the navigation involves several steps. People. Soft Financials V 8. 9 15

Favorites and the Menu Pagelet Add your most used and visited business processes to “My Favorites. ” Click “Add to Favorites” in the upper right of your browser window. Menu Pagelet My Favorites link People. Soft Financials V 8. 9 16

New Inquiry or Run Control Once you become familiar with Psoft you will be using Run Controls to gather information for a range of criteria that will generate a report of information. A Run Control is the driver that needs to be created to run Budget Status Reports, Budget Transaction Details, etc. The idea of a run control is to create and save them so you can use them again without having to create the same criteria every month or week for the same data you want an inquiry on. People. Soft Financials V 8. 9 17

Creating a Run Control When you first go to a page for Inquiry you will be asked for a Run Control ID (since you have never created one at this point you will have to add a new value) Once you click add a new a Value, now you need to load the search criteria to inquiry on. If you already have a existing Run Control then you just need to click the name listed below search results. People. Soft Financials V 8. 9 Add A New Value Find an Existing Value Saved Run Control Listing 18

Budget Transaction Run Control Sample 19

- DO NOT USE Browser Back Button People. Soft Financials V 8. 9 20

Expand/Collapse Menu Pagelet People. Soft Financials V 8. 9 21

Expand/Collapse Menu Pagelet Expand Menu Pagelet People. Soft Financials V 8. 9 22

Grid Data to Excel Anywhere in the system that you see the Grid Data to Excel icon, you may export the table you are viewing to Microsoft Excel. People. Soft Financials V 8. 9 23

Running Reports Running a Crystal Report VS Running a SQR Report People. Soft Financials V 8. 9 24

Report Manager Crystal Reports must be run under the PSNT server. SQR Reports and All Other Processes must be run under the PSUNX server. People. Soft Financials V 8. 9 25

Help Information Financial Information Systems and Reporting Problem resolution and general questions Janice Chancey – 1 -3288 Requisition Workflow Approvals, Security forms, and Departmental Approvers Tina Fletcher – 1 -0018 ITS Help Desk 1 -4000 People. Soft Financials V 8. 9 26

Questions 27