PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2

Duration : 5 Days (40 Hours)

PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 Course Overview:

The PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 certification is a specialized validation of a professional’s competence in overseeing ledger and financial data within the PeopleSoft framework. This credential encompasses essential expertise in establishing and upholding chartfields, ledgers, trees, business units, and journals. Attaining this certification underscores proficiency in automating financial workflows, producing financial statements, and implementing security and workflow protocols. Industries utilize this certification to ascertain their personnel’s aptitude for precise financial management, thereby enhancing efficiency, accuracy, and compliance in their financial processes.

Intended Audience:

  • Finance professionals seeking working knowledge of the PeopleSoft General Ledger module
  • Individuals aiming for positions such as General Ledger Analyst, Finance Consultant, or System Accountant
  • Professionals responsible for maintaining and updating ledgers
  • IT personnel implementing, integrating, or supporting PeopleSoft applications
  • Existing PeopleSoft users interested in updating their skills for version 9.2
  • Aspiring certified PeopleSoft consultants.

Learning Objectives of PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2:

The learning objectives of the PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 course encompass comprehending essential concepts of PeopleSoft General Ledger. The course is designed to instruct students in efficiently creating and overseeing general ledgers, configuring trees and detailed chart fields, and generating precise financial statements. Further emphasis will be placed on mastering journal processing, handling allocations and consolidations, and harnessing the capabilities of PeopleSoft currency functions. By course completion, students are expected to have gained the expertise to apply PeopleSoft General Ledger in actual financial transactions.

 Module 1: Business Process Overview

  • Describing the Ledger Table Structure
  • Describing the Basic Components of PeopleSoft General Ledger
  • Describing the High Level Implementation Steps
  • Describing Integration Points between PeopleSoft General Ledger and other PeopleSoft Applications

 Module 2: Creating the General Ledger Structure

  • Establishing General Ledger Business Units
  • Applying General Ledger TableSet Sharing

 Module 3: Setting Installation Options and Common Definitions

  • Creating Detail Calendars
  • Establishing Account Types
  • Setting Installation Options
  • Defining Business Calendars
  • Establishing User Preferences

 Module 4: Defining ChartFields and ChartField Values

  • Defining Alternate Accounts
  • Displaying ChartFields in PeopleSoft Fluid
  • Defining ChartField Attributes and Linking them to ChartFields
  • Using the ChartField Configuration Utility
  • Viewing the Account ChartField
  • Securing ChartFields
  • Mapping Accounts to Alternate Accounts
  • Viewing PeopleSoft Delivered ChartFields

 Module 5: Planning and Creating PeopleSoft Trees

  • Defining the Significance of PeopleSoft Trees
  • Modifying Trees Using Tree Manager
  • Defining Tree Manager Terminology
  • Creating PeopleSoft Trees

 Module 6: Preparing for Journal Processing

  • Maintaining Accounting Periods
  • Associating Ledgers with a Business Unit
  • Defining Journal Entry Templates
  • Defining Ledger Templates
  • Defining Detail Ledgers and Groups
  • Defining Journal Sources, Classes, and SpeedTypes
  • Enabling Audit Logging for General Ledger

 Module 7: Implementing ChartField Combination Editing

  • Defining ChartField Combination Edits
  • Linking Combination Edits to a Business Unit
  • Maintaining Combination Edits
  • Inquiring on Combination Edit Data
  • Building Combination Edit Data

 Module 8: Processing General Ledger Data

  • Processing PeopleSoft General Ledger Data
  • Describing the Journal Processing Flow
  • Editing and Posting Journals
  • Reviewing Journals and Determining their Status

 Module 9: Maximizing General Ledger Processing

  • Selecting a Statistical Method
  • Using GL WorkCenter and Dashboard
  • Setting Up Suspense Error Handling
  • Automating Journals
  • Analyzing Financial Information
  • Improving Processing Performance

 Module 10: Importing Spreadsheet Journals

  • Preparing Your Workbook for Journal Upload
  • Copying Journals
  • Spreadsheet Journal Import Methods
  • Configuring Your Spreadsheet

 Module 11: Implenting InterUnit and IntraUnit Accounting

  • Reconciling InterUnit Activity
  • Unposting InterUnit Journals
  • Defining InerUnit and IntraUnit Transactions
  • Selecting an Appropriate InterUnit Approach
  • Setting Up InterUnit and IntraUnit Accounting

 Module 12: Performing Year End and Interim Close

  • Running The Closing Trial Balance Report
  • Defining Closing Rules
  • Running the Close Process
  • Defining PeopleSoft General Ledger Close
  • Defining Closing Process Groups
  • Defining ChartField Value Sets

 Module 13: Reporting Results with PS/nVision

  • Running PS/nVision Reports on the Web
  • Creating PS/nVision Reports
  • Creating a Report Request
  • Defining PS/nVision Elements
  • Creating PS/nVision Report Layouts

 Module 14: Setting Up and Performing Financial Allocations

  • Defining Allocation Steps
  • Running the Allocation Process
  • Business Process Overview
  • Maintaining Allocation Steps

 Module 15: Setting Up and Performing Financial Consolidations

  • Defining the Consolidation Setup
  • Running the Consolidation Process
  • Business Process Overview

 Module 16: Appendixes

  • Other Key Features
  • Defining Subsidiary Ownership
  • Archiving Data
  • Implementing Document Sequencing

PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 Course Prerequisites:

• Strong understanding of general ledger concepts
• Prior exposure to PeopleSoft Financials
• Basic knowledge of SQL and relational databases
• Familiarity with navigating within a PeopleSoft application
• Previous experience in using PeopleSoft applications for performing business processes
• Understanding of integration concepts and reporting tools.

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  • Networking opportunities
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  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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