Your guide to pcard in peoplesoft 9 tufts university. Peoplesoft applications users guide introduces you to the. Peoplesoft training requisitioning for goods and services. Manual payment applied to voucher not showing on voucher payment tab doc id 2587748. You should pay attention to the approve by date of each transaction. This course has been updated through update image 14.
An absence cannot be requested for a date an employee is not scheduled to work. Ap evaluates the form for completeness and correctness and approves for entry fax ap enters supplier payment information in ps. Configurable pages of peoplesoft elements by module. You can find the additional information referenced for each feature by copying and pasting the topic name into the search bar of the peoplesoft campus solutions online help website. Instead of typing 7% to 7% as would have been entered in peoplesoft 8. Introducing peoplesoft accounts payable scope of the application the accounts payable application is designed to interface with other peoplesoft applications, thereby reducing data entry. The course includes the concepts of viewing requisitions, printing a. User defaults shows the travelers default accounting, and hr information. In addition to an innovative new user experience, peoplesoft 9. Introduction to peoplesoft payroll for north americaconcept. Feb 19, 2019 this sends transaction data to payables, reduces the manual effort for recording and making lease payments, and eliminates a source for errors. Use this document as a reference for creating balloon payment calendars, attaching them to employee jobs, and running the process in payroll in ctclink. There are query super users who are a specific set of users that develop queries within peoplesoft for the user community.
Drill down from peoplesoft billing to other peoplesoft applications to access further detail. Payment supplier contracts peoplesoft module where all contracts and document management are housed. Suppliers enter supplier information o enter identifying information. Use this document as a reference for creating balloon payment calendars, attaching them to employee jobs, and running the process. This relates to employee and student reimbursements for travel and other miscellaneous expenses. Enter and maintain suppliers supplier completes rep request for electronic payment form faxes form to ap. For the exercises in this manual, please use your own three initials followed by. The participant will learn how to enter a requisition in peoplesoft, for noncontract items. Saved payment request can be cancelled by creator has not received a voucher number. The 21 days are automatically calculated from the date we received the transaction. Use this navigation update personal profile information legal name update personal profile information preferred name update personal profile information address update personal profile information phone number update personal profile information email.
Peoplesoft financials is the universitys tool for processing financerelated transaction processing systemwide. Drill down from peoplesoft billing to other peoplesoft. Peoplesoft financials accounts payable peopletools 8. Accounts payable draftdoc san diego unified school district. This manual contains the tools needed to learn the concepts and procedures involved in creating and running queries in peoplesoft query manager. Peoplesoft payables focuses on the purchasing interaction and pay. Honorarium stipends refund of revenue membership registrations student events rstars cost sub total fill in the cost sub total. Attachments are required as supporting documentation, see payment requests in 9.
Users will learn the basic functions of query manager including, searching for predefined queries, creating. Holidays are preprogrammed in peoplesoft, and will not be included in the requested absence calculation. For the exercises in this manual, please use your own three initials followed by a sequential three digit number in all invoice number fields. Holidays are paid based on the employees position fte fulltime equivalency. Peoplesoft payables focuses on the purchasing interaction and payment. The current case peoplesoft system integration includes accounts payable integration with. Csulb ap voucher and payment inquiry training manual cfs 9. Explore new features, including the absence management analytics dashboard, the time and labor workcenter, realtime rules processing, paycheck modeler, and the fluid user interface pages available for time.
Peoplesoft financial system palomar college fiscal services. When peoplesoft saves the supplier invoice information it assigns a voucher id. The innovative capabilities provided in these workcenters and dashboards will fundamentally transform the way users access and use peoplesoft applications and lead to an enterprise wide improvement in user productivity, a significant. Youll learn about receivables management and collections functions from the ground up, which includes key receivables processes. The pay cycle will produce payments only when the total of the pay cycle meets or exceeds the per pay cycle amount that is entered.
Manual document management ad hoc document nontransactional documents which are electronic versions of independent contractor checklist, prevat, ssprc, and isprc forms various paper. Third party content, products, and services disclaimer this software or hardware and documentation may provide access to or information on content, products. Cash management and procureto pay expert certified peoplesoft v9. Holiday pay, overtime pay and straight time pay meal periods business practice. Exam scheduling candidates can schedule for the oracle 1z0631 exam by paying directly with a credit card, or redeem a voucher if purchased from oracle. Sep 14, 2020 the fluid ebill payment customer hierarchy is similar to the classic version, but with added advantages of peoplesoft fluid technology, including mobile access from your tablet, and the ability to analyze customer invoice information. Print it understanding payroll for north america integrationconcept try it. The more than 1,000 new features, functions, and enhancements in peoplesoft 9.
When running the detailed or summary version of the check register report, invoice information from overflow checks are not included and causing the report totals to be incorrect. Use this inquiry to view details of payments, purchase orders, receivers and. The participant will learn basic navigation techniques in peoplesoft 9. Identifying peoplesoft general ledger business units. More intuitive for end users via activity guides train stops access to actionable information via pivot grids increased user effectiveness with workcenters. Mar 18, 2016 peoplesoft financials training institutes in hyderabad, india. To access manage requisitions, use the following navigation. All other processes will remain the same relating to these. As manuals are completed they will be added to the list below. Once a number is entered into a field, a range must be specified or just the % alone.
Create manual payment, and accessing the manual pay. Lease management updates in peoplesoft sierracedar. Peoplesoft enterprise fin lease administration version 9. Use this navigation update personal profile information legal name update personal profile information preferred name update personal profile information address update personal profile information phone number. Peoplesoft has two different payment fields they use to track the payment number. Electronic invoice processing with peoplesoft financials, imaging and workflow sancho pinto. Employee selfservice absence management training manual.
Note that the formatting requires only a number and no symbol. Electronic funds transfer eft and automated clearing house ach. Printed payment format for regularly scheduled payments. Disclaimer written by the north dakota university system, september, 2006. Youll also learn how to set up and maintain employee tax data, additional pay, general deductions and direct deposits. After applied manual payment for 2 vouchers for the same supplier. The general information section is referred to as the header section of the document in peoplesoft. This chapter provides an overview of additional payment processing options and discusses how to. Attachments add the required supporting documentation by clicking on the attachments hyperlink on the right hand side beneath your name and entry datetime. Holiday pay, overtime pay and straight time pay lunch break business practice time reporting codes chapter 2.
Enter the requisition id or po id number and click search. Payment inquiry is a system on peoplesoft that will allow departments to easily find out the status of a requisition, purchase order, payment information on check. The supplier invoice and the peoplesoft voucher have the same. Distribute pending items to peoplesoft receivables. A voucher is also created for those items for which you must make payments.
Oracle fusion and peoplesoft human capital management. Employee self service navigation quick reference guide managing personal information if you want to. The manual check entry process is used to enter payroll payments issued outside of the ctclink payroll module. Voucher payment in lawson is the same as voucher in peoplesoft. Travel and expense florida international university.
The minimum per payment amount must be equal or less than the minimum per pay cycle amount. Leverage integration with peoplesoft ebill payment, our electronic bill presentment and payment product, for customer selfservice. Project management with the peoplesoft fluid user interface. Or if manual payment method is available, you can update on payment tab on the voucher. Manual payment applied to voucher not showing on voucher. Description this field should serve as the ta title. Overview of peoplesoft ap to peoplesoft gl interface. The following documents are currently under development pending configuration of the 9. Understanding payroll for north america business processesconcept try it.
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