Peoplesoft Fundamentals - UMBC
Peoplesoft Fundamentals
Participant Manual
Version 3.4
June 2010
TABLE OF CONTENTS
Training Agenda 3
Course Overview 4
Introduction 5
Learning Objectives 5
How to Use this Manual 6
Module 1: Peoplesoft Basics 7
PeopleSoft Database 8
Security Rights for Accessing PeopleSoft Databases 8
Accessing PeopleSoft 9
Which Database are you Accessing? 12
Module Summary: 12
Module 2: Navigating in PeopleSoft 13
PeopleSoft Home Page 14
Using the Menu Section (Finance and Retriever) 16
Expanding and Collapsing Menu Items 16
Alternative Menu 17
Minimizing and Maximizing the Menu 18
Removing the Menu Pane 18
Adding Items to My Favorites and Editing Items from My Favorites 19
Changing Password 21
Tree Viewer 22
Common Navigation Icons 24
Module Summary: 24
Inquiries, Reports and Queries 26
General Procedure for Running Reports 26
How to Run a Report 26
Reporting Basics 27
What is a Run Control ID 27
Add a Run Control ID 27
Specifying Search Parameters 29
Populating Search Field Basics: 29
Using the Search Icon 30
Running the Report 32
Locating and Viewing your Report 33
Printing your Report 35
Exiting a Report/Inquiry 35
Practice: Reporting Basics 35
Advanced Reporting 36
Using an Existing Run Control ID 36
Specifying Search Parameters 37
Scheduling the Report 38
Locating Post - Scheduled Reports 38
Practice: Detail Reports 39
Module Summary 39
Running Inquiries 41
Creating a new Inquiry 41
Specifying Search Parameters and Running an Inquiry 42
Using the Results Window 42
Customizing Results Display 43
Hide Columns 43
Freeze Columns 44
Sort Columns 44
Saving Customizations 45
Exporting to Excel 45
Viewing Pages 46
Printing via Internet Explorer 46
Practice: Journal Inquiry 48
Module Summary 48
Module 5: Using PeopleSoft Retriever 49
Running a Retriever Inquiry 50
Creating a New Inquiry 50
Specifying Search Parameters and Running Inquiry 51
Viewing Detailed Results 54
Exporting the Data to Excel or PDF format 55
Practice: Retriever Inquiry 57
Module Summary 57
Module 6: Running Queries Using PeopleSoft 58
Queries 59
What is a query? 59
Searching a Query 59
Running and Viewing a Query 60
Adding Queries to My Favorites 60
Practice: Searching a Query 61
Module Summary 61
Module 7: Using Online Help 62
The PeopleSoft Website 63
Accessing the PeopleSoft Website 63
PeopleSoft KnowledgeBase 64
Table of Contents 64
PeopleSoft Training Plan 65
Registering for Training Classes 65
Receiving Updates via E-mail 67
Point of Contact for PeopleSoft Questions 68
Updates on the Delta Initiative Project 68
Accessing Miscellaneous Links Associated with PeopleSoft 68
Module Summary 69
Training Agenda
|TOPIC |TIME |
|INTRODUCTION |5 minutes |
|LEARNING OBJECTIVES |5 minutes |
|MODULE 1: PEOPLESOFT BASICS |25 minutes |
|MODULE 2: NAVIGATING IN PEOPLESOFT |30 minutes |
|MODULE 3: RUNNING REPORTS USING PEOPLESOFT |1 hour |
|MODULE 4: RUNNING INQUIRIES USING PEOPLESOFT |25 minutes |
|MODULE 5: USING PEOPLESOFT RETRIEVER |30 minutes |
|MODULE 6: RUNNING QUERIES USING PEOPLESOFT |25 minutes |
|MODULE 7: USING ONLINE HELP |10 minutes |
Course Overview
|Field |Description |
|Audience |This course is for any of the following end users of the PeopleSoft system: |
| | |
| |have been working at UMBC for 0 – 1 year |
| |are new to PeopleSoft or |
| |need a refresher course in PeopleSoft fundamentals. |
| | |
| |These end users can be any staff/faculty on the UMBC campus- department directors, accountants, business |
| |service specialists, a faculty in any department, administrative assistants, divisional coordinators etc. |
|Prerequisites |PeopleSoft Overview course |
| | |
| |A basic knowledge of computers is required. You need to be familiar with using a web-browser to browse |
| |web-pages. An accounting background may prove useful, but is not necessary for using PeopleSoft for |
| |different accounting functions. |
|What is covered in this Class? |The purpose of this course is to provide basic PeopleSoft knowledge, along with information and tools to |
| |effectively navigate and find information in PeopleSoft. |
| | |
| |After completing this course, you will be able to: |
| | |
| |Access and understand the use of each Peoplesoft database. |
| |Navigate PeopleSoft menus and individual pages. |
| |View data in PeopleSoft using features such as reports, inquiries and queries. |
| |Use online Help available on UMBC's Delta Initiative website. |
| | |
| |Hands-on practice will be combined along with the demonstration of different activities performed in |
| |PeopleSoft. |
|Length |The length of this course is 2 hours and 30 minutes. |
Introduction
PeopleSoft is a web-based application that is used to store and process UMBC's data resources. It provides a large suite of integrated software applications that manage data and communications for human resources, accounting and finance systems. The PeopleSoft system provides us with accurate, timely information ensuring sound business recommendations and decisions. This will ultimately enable us to serve all our clients (internal and external) better.
Learning Objectives
The purpose of this course is to provide basic PeopleSoft knowledge, along with information and tools to effectively navigate and find information in PeopleSoft.
After completing this course, you will be able to:
▪ Access and understand the use of each Peoplesoft database.
▪ Navigate PeopleSoft menus and individual pages.
▪ View data in PeopleSoft using features such as reports, inquiries and queries.
▪ Use online Help available on UMBC's Delta Initiative website.
How to Use this Manual
Throughout this manual and course, you will notice several different presentation methods being used to present the material. As you progress through the course, an attempt has been made to notify you in the manual which presentation method will be used for each section of the course. The various approaches that you will encounter, and their impact to you, the learner, include:
Discussion: A presentation outside of the application, or a discussion by the Instructor. This approach is used to present new materials and context prior to moving onto the next level of the course.
Demonstration: The Instructor will demonstrate on the instructor’s computer how to complete a task in PeopleSoft. It is meant to provide an example of how to accomplish a task prior to having you perform the same task. At this time, you should not follow along with the instructor on your computer, unless instructed to do so.
Hands-on Practice: You will follow along with the instructor on your computer while performing a task in PeopleSoft.
Stand-alone Practice: You will complete the steps presented in the course materials to accomplish a task on your computer, without the instructor following along on the instructor computer.
Informational: Information is provided in the manual for your information, but may not be covered by the instructor in the course.
TIP
Tips provide you with best practices.
The course section(s) of the manual include step by step instructions for performing each task, along with explanations where appropriate. Whenever possible, the steps and explanations have been created to provide a general overview of the entire system.
Please note that updated copies of all supporting documentation can be found at the PeopleSoft website at umbc.edu/peoplesoft.
Module 1: Peoplesoft Basics
The purpose of this module is to introduce basic PeopleSoft concepts, which will prepare you for using the system.
At the end of this module, you will be able to:
▪ Name the three PeopleSoft Databases
▪ Discuss the purpose of each of the PeopleSoft Databases
▪ Discuss PeopleSoft Database Securities
▪ Access the PeopleSoft Databases Online
PeopleSoft Database
|Database |Why is it used? |URL |
|PeopleSoft Finance |This database stores information related to departmental | |
| |financial activities. You can use this database to process and | |
| |locate: P-card transactions, Journal Entries, Grants, Projects,| |
| |Accounts Payable and Accounts Receivable activities, General | |
| |Ledger and other financial activities. | |
|PeopleSoft Financial |This database was developed specifically for UMBC, and is | |
|Retriever and Reports |intended to be used as a reporting database. | |
| |It is used for budgeting reports and is recommended for fiscal | |
| |year 2005+. | |
|PeopleSoft Campus |Campus Solutions consists of | |
|Solutions |1) PeopleSoft Human Resources, which is used to enter and | |
| |report on human resource activities, such as Payroll. | |
| |2) Campus Solutions which consists of Student Recruitment, | |
| |Admissions, Student Records, Financial Aid, Student Billing, | |
| |and Academic Advisement. | |
Security Rights for Accessing PeopleSoft Databases
Discussion
Before you can use PeopleSoft, you are granted security access rights into the application. Your security access is dependent upon your role within UMBC. You can be granted several different access rights into PeopleSoft for each database as well as each form or table in the application. The different types of access rights you may receive include:
▪ No Access: If you have no access to a particular area of the application, you will not be able to see an option on your PeopleSoft menu. For example, if you do not work with Grants, you may not be able to see the Grants menu option.
▪ View Only Access: if you have view only access to an area of the application, you will be able to see the option on your PeopleSoft menu, but you would only be able to view the information on the screen. Most reports in PeopleSoft are view only, which means you are unable to effect the information in the database, regardless of the buttons or actions you take with the report
▪ Edit Access: If you have been granted edit access to an area of the application, you will be able to input information into the application. Depending on the level of edit access you have been granted, you may or may not be able to also delete information.
If you require a level of access that you do not have in the application, please complete a Security Access Form and return it to the appropriate team for processing. Security forms are located on umbc.edu/peoplesoft. Instructions for completing the form and where to send it for processing are included in the security form information section of the website.
Accessing PeopleSoft
Hands-on Practice
This section will walk you through the procedure for accessing PeopleSoft.
TIP: WEB BROWSER
It is recommended that you use Internet Explorer for accessing PeopleSoft.
It is recommended that you access PeopleSoft via myUMBC. The steps to access PeopleSoft are below:
1. Open Internet Explorer by clicking Start ( Programs ( Internet Explorer.
2. Type umbc.edu in the Address Bar and press the Enter button on your keyboard.
3. The following webpage displays:
[pic]
4. Click the myUMBC link. The myUMBC webpage displays. (Alternately, you may type my.umbc.edu in the Address Bar in Internet Explorer and access the myUMBC webpage directly.)
[pic]
5. Type your username and password in the Username and Password fields on this webpage.
6. Click the Login button. The following webpage displays:
[pic]
7. Click the Topics drop down menu.. The webpage shown above displays.
8. Click on Human Resources & Finance.
9. From the next screen, please select the Finance, Retriever and Reports links listed under PeopleSoft to access the corresponding PeopleSoft website.
[pic]
TIP: FAVORITES
To make a menu option a Favorite, please click on the Star and make it yellow. It will appear on the left hand column under Favorites. This saves you a few steps when using myUMBC to get to PeopleSoft.
TIP: INACTIVITY WARNING
If you are inactive in PeopleSoft for 120 minutes, the system will display a warning sign informing you that you will be logged off. It is very important that you save your work or the current information that you are working on will be lost.
PeopleSoft Finance Home Page
[pic]
Note: Depending on your security access rights in PeopleSoft, your menu options may be different than the example(s) above.
Which Database are you Accessing?
Discussion
To identify which database is being accessed, look at the URL for each.
▪ The Finance website’s URL starts with fsprd (fsprd stands for finance production database.) The Finance login page is shown below.
▪ The Human Resource website’s URL starts with csprd (csprd stands for campus solutions production database.) The HR login page is shown below.
▪ The Retriever website’s URL starts with fsrpt (fsrpt stands for financial retriever and reports.)
Module Summary:
▪ There are separate and distinct PeopleSoft databases implemented at UMBC; Finance, Human Resources, Student Administration, and Financial Retriever and Reports.
▪ It is recommended that you access PeopleSoft via myUMBC.
TIP: Using multiple PeopleSoft products
In order to use two PeopleSoft products at the same time, please remember to open two different Internet Browsers.
For example, please open PeopleSoft Finance in Internet Explorer and Human Resources Mozilla Firefox.
This will prevent error messages and disruptions.
Module 2: Navigating in PeopleSoft
The purpose of this module is to identify and learn the most common navigation tools available in PS.
At the end of this module, you will be able to:
▪ Expand and Collapse a Menu.
▪ Hide/Display the Menu Pane.
▪ Add Frequently Used Topics to Favorites and Edit those Topics.
▪ Explain the Use of Tree Viewer.
▪ Identify Different Navigation Icons.
PeopleSoft Home Page
Hands-on Practice / Demonstration
When you logon to PeopleSoft, the following page displays (the window shown here is the PeopleSoft Finance window):
[pic]
The PeopleSoft homepage is divided into two sections: the Menu/Navigation Pane and the Results/Information display section.
▪ The Menu/Navigation Pane provides navigation to access various functionalities of PeopleSoft e.g. reports.
▪ The Results/Information Pane displays the results of actions performed in PeopleSoft. These results are displayed either by clicking the links in the Menu or by performing actions in the Results/Information display section itself.
TIP: RIGHT CLICK IN PEOPLESOFT
Point to the desired hyperlink and RIGHT CLICK, then select “Open in a new tab” or “Open in a new window” to open the application in a new tab/window, while leaving the current window opened as well.
[pic]
Using the Menu Section (Finance and Retriever)
Hands-on Practice / Demonstration
Expanding and Collapsing Menu Items
Depending on the database you are using, the navigational strategies may differ slightly.
▪ The menu sections in PeopleSoft Finance and PeopleSoft Retriever look identical.
▪ This menu expands/collapses in a vertical fashion (when an individual item on the menu is clicked (see below.))
[pic]
TIP: SINGLE CLICK IN PEOPLESOFT
You only need to SINGLE CLICK a button or link to execute actions/commands anywhere in PeopleSoft.
Alternative Menu
An alternative menu is available, which displays icons and descriptions of the menu items via the Results/Information screen. The Alternative Menu is accessed by clicking once on a module listed in the Menu Pane. See below:
[pic]
[pic]
Folder: Contains action icons or additional folders. Clicking on a Folder will open the
folder and display additional folders, and/or action icons, as appropriate.
Action Icon: Links to PeopleSoft actions, such as reports, inquiries, etc.
[pic] [pic]
Minimizing and Maximizing the Menu
Sometimes, minimizing the Menu can make it easier to view the data in the results / display window once text is displayed in the results window.
To minimize the menu, click once on the minimize icon in the upper right corner of the Menu.
[pic]
Removing the Menu Pane
Informational
▪ You can remove the Menu pane from the Home Page by clicking the X button on the top right corner of the pane. If you click the X button on the Menu pane, the following message displays:
[pic]
▪ Click the Yes- Remove button if you wish to remove the Menu pane. You can add it later by clicking the Personalize Content link above the Menu pane.
▪ It is recommended that you DO NOT remove the Menu pane. If you want to cancel this action, click the No-Do Not Remove button.
Adding Items to My Favorites and Editing Items from My Favorites
Hands-on Practice / Demonstration
Adding Items to Favorites
This step provides an easy method for you to reference favorite reports or pages within PeopleSoft.
1. To add a page/report to My Favorites, open the page you want to add.
[pic]
2. Click the Add to Favorites link, located in the upper right corner of your PeopleSoft screen.
3. When the Add to Favorites screen appears, name your page/report.
[pic]
4. Click the OK button. The page is added to your favorites section.
Viewing Items in Favorites
To view your favorite items, click the My Favorites menu item, and select the appropriate page/report.
[pic]
Editing Items in My Favorites
▪ You can edit items in My Favorites by clicking the Edit Favorites link listed under My Favorites.
▪ Edit item name in the fields listed under Favorite.
▪ You can also edit the sequence of listing of items by assigning sequence numbers to each item in the Sequence number field.
[pic]
Tree Viewer
Hands-on
Trees are hierarchical structures in the PeopleSoft system, which visually represent an outline for a particular Chart Field. Tree Viewer is available in PeopleSoft Finance. It provides a mapping of Department and other codes in PeopleSoft to allow you to search for information regarding your department and other departments as needed.
Access the Tree Viewer using the following steps:
1. Click Tree Manager ( Tree Viewer in the Menu pane.
2. Click the Tree Viewer link. The following information displays in the results/information window:
[pic]
3. Enter CC in the Search by field, and click the Search button. The search results display:
[pic]
TIP: TREE NAME
When two Tree Names exist with the exact same name, open the Tree Name with the most recent Effective Date to return the most updated results.
4. Click the hyperlink of the desired Tree Name to open. The Tree Viewer opens.
[pic]
Common Navigation Icons
Discussion
|Icon |Function |
| |The Search icon appears on various screens throughout PeopleSoft. The icon indicates that you may select it to |
|[pic] |display appropriate values for a field. Click once on the icon to select it. |
| |The Save button typically appears in the bottom left of the screen. It is recommended that you Save data on the |
|[pic] |active screen before proceeding to the next screen, or taking another action. |
| |The Run button indicates that you want to ‘run’ a specific report based on the search parameters. Note: When the |
|[pic] |Run button appears, it typically means the information requested output as a Report (to a 3rd party software, such as|
| |Adobe Acrobat.) |
| |The Fetch button indicates that you want to retrieve data that meets your search parameters and display it at the |
|[pic] |bottom of the screen. Note: The Fetch button and the Run button are used to perform similar actions in PeopleSoft. |
|[pic] |Highlighted text indicates that the text is hyperlinked, and if selected, will take you to another screen in |
| |PeopleSoft. |
|[pic] |Process Monitor is used when running reports. Click this link to go to the Process Monitor window to view a list of |
| |report requests, their statuses, and links to view the reports. |
| |This collection of icons appears in some Retriever Reports when rows of information are collapsed or expanded. |
|[pic] |Selecting the arrows either expands or collapses rows. |
|[pic] |The Refresh button refreshes the appearance of a page by updating the description fields for changes made. |
| |When this icon appears in a PeopleSoft report, it indicates that the report can be exported to Excel. The icon |
|[pic] |typically appears on the header row of the report displayed on the screen. |
| |The New Window link opens the current window in a new window. If you are performing certain functions in a window in |
|[pic] |PeopleSoft, you can click the New Window link to open a new window. |
|[pic] |The Search button is used to return data based on information entered in search parameter fields. |
|[pic] |Advanced Search displays additional search parameters for a search field. |
TIP: USING YOUR BROWSER’S BUTTONS
DO NOT use your browser's (Internet Explorer’s) Back, Forward, or Refresh buttons when you are completing a transaction. If you press these buttons while you are in the middle of a transaction, the transaction will not be saved.
Module Summary:
▪ Navigate through the menu by expanding and collapsing the menu options. Select the desired menu item by clicking once on the item.
▪ Bookmark commonly used navigation using My Favorites.
▪ Changing your password in one instance of PeopleSoft does not impact other instances of PeopleSoft.
▪ Tree Viewer provides a window to commonly used Chartfield String values. You should also select the CC_tree, and select the most recent file date.
Module 3: Running Reports Using PeopleSoft
This module will teach you to run basic and advanced reports in PeopleSoft.
At the end of this module, you will be able to:
▪ Discuss the difference between Reports, Inquiries and Queries in PeopleSoft
▪ Create a New Run Control ID, and use Existing Run Control IDs
▪ Enter Search Parameters to return data in PeopleSoft.
▪ Perform the steps to run a report immediately, and at a later time.
Inquiries, Reports and Queries
While using PeopleSoft, you will be using inquiries, reports and queries to view information. The table below lists characteristics of each
|Report |Inquiry |Query |
|Reports output the data to a PDF file. |An inquiry displays information on screen. |A query typically requires specific data to|
|A report allows you to filter a large |Inquiries often can be drilled down for |extract information from the database e.g. |
|amount of data by specifying chart fields. |additional data. |the PO #. |
| |An inquiry allows you to filter a large |A query is used to return very specific |
| |amount of data by specifying chart fields. |information to the user. |
General Procedure for Running Reports
Informational
How to Run a Report
[pic]
Reporting Basics
Demonstration
When running reports in PeopleSoft, there are basic steps that are performed each time. This section will walk you through the basics for running a simple report in PeopleSoft.
The following examples will use the Transaction Detail by Department Report, located in the Financial Retriever and Reports database.
What is a Run Control ID
When requesting a report in PeopleSoft, you must enter the parameters from which the report will be run, and eventually display data for you to view. To aid in running reports, PeopleSoft created a means to allow the user to save search parameters so he/she does not have to perform the same steps each time the same report is requested. Run Control IDs are how PeopleSoft identifies saved search parameters for reports.
Add a Run Control ID
1. Logon to PeopleSoft Retriever.
2. Navigate to Retriever ( Trans Detail Report by Dept
[pic]
3. Click the Trans Detail Report by Dept link. The Transaction Detail Run Control screen displays.
[pic]
4. Click the Add a New Value tab.
[pic]
5. Enter a name for the Run Control ID. The name cannot contain any spaces.
6. Click the Add Button to open the Run Control search parameters screen for the selected report.
7. To save the Run Control, you must enter the search parameters for the report, and select the [pic] button at the bottom of the screen.
TIP: NAMING THE RUN CONTROL ID
▪ Once you create a Run Control ID, you cannot change it. Hence, your Run Control ID should represent the report you will be running.
▪ Run Control IDs are unique to the database in which they are created. Therefore, Run Control IDs created in PeopleSoft Finance are not available in any other PeopleSoft database.
Specifying Search Parameters
The Enter Parameters screen displays when the Run Control ID is created. Populate the appropriate chart fields to return the desired data for the report.
[pic]
Populating Search Field Basics:
▪ Chart fields marked with an * are mandatory and have to be populated before running the report.
▪ Business Unit = UMBC1
▪ Fiscal Year spans July 1, 20xx ( June 30, 20xx (i.e., FY 2011 is July 1, 2010 through June 30, 2011)
▪ Period = months within a fiscal year. July = Period 1, June = Period 12. Period 13 = end of year totals.
▪ If you are unsure about a particular chart field, use the [pic] button to search for that specific chart field.
▪ Leaving the chart fields blank will return all results for that specific parameter.
TIP: MOVING FROM FIELD TO FIELD
You can use any of these methods for moving from one field to another on the PeopleSoft screen:
1. Using the Tab button on your keyboard.
2. Using your mouse to left-click in a new field.
3. Using the [pic] icon to populate each field, then click in a new field.
Using the Search Icon
The Search Icon [pic] takes you to a list of acceptable items for a particular field.
[pic]
1. To use the Search icon, click once on the icon to the right of the desired field. You are taken to the LookUp page for the selected field. (The Department field is used in this example)
[pic]
2. If you know what the code for the Department begins with, you can narrow your search by entering the first few numbers in the Begins with field.
3. Click once on the Look Up button to execute the search. A list of values that meet your search criteria are returned.
4. To select a value, click once on the hyperlinked number (underlined in blue).
Using Advanced Search
If you are unsure what your Department number begins with, you can select to use the Advanced Lookup search feature.
[pic]
1. From the LookUp page for the selected field, (in this example, we are using Department), click once on the Advanced Lookup hyperlink. The Advanced Lookup search criteria are displayed.
[pic]
2. Business Unit should be UMBC1
3. Enter the desired Fiscal Year.
4. The Department field is looking for the department number to be entered. You can use the drop down menu to search by a value that either begin with, or contains various numbers.
• Begins With = searches for values that begin with the number(s) that you enter in the field (i.e., entering 11 will return all department numbers that begin with 11, such as 11001, 11012, etc)
• Contains = searches for all values that contain the number(s) you enter the field. (i.e., entering 11 will return department numbers that have 11 anywhere in the value, such as 11001, 11012, 10311, 10211, 10114, etc).
[pic]
5. Click once on the Look Up button to execute the search. A list of values that meet your search criteria are returned.
6. To select a value, click once on the hyperlinked number (underlined in blue).
Note: If a message is returned that “No matching values were found.”, modify your search criteria and select the LookUp Button again. If you continue to receive the message, contact PeopleSoft Support for additional information. Please note that at times, there are no values in some of the fields.)
Running the Report
Once the Search Parameters have been entered, you are ready to run the report.
1. Click the Run button.
[pic]
2. The Process Scheduler Request screen displays.
[pic]
3. If the Server Name is editable, it should be blank.
4. The Run Date and Run Time fields are automatically populated when you reach this screen. Do not change the settings in these fields.
5. Check the [pic] listed under Process List.
6. Click the OK button. You are returned to the Enter Parameters screen. A Process Instance displays below the Run button. It indicates that your report has been scheduled for running.
[pic]
Locating and Viewing your Report
[pic]
7. Click the Process Monitor link on the Enter Parameters screen. The Process List screen displays.
[pic]
▪ In some cases the Process Monitor link is also displayed as ( or [pic].
▪ Click the Refresh button until the Run Status and Distribution Status display Success and Posted.
8. Click the Details link listed under Process List. The Process Detail screen displays.
[pic]
9. Click the View Log/Trace link on this page. The View Log/Trace screen displays.
[pic]
10. Click the .PDF link on this page to view the report. The report opens in Adobe Acrobat (if a PDF file).
Printing your Report
11. From Adobe Acrobat, click the [pic] button to print the report.
[pic]
Exiting a Report/Inquiry
To exit from a displayed report, and run another report in the same database, click on a menu option from the main menu. The Run Control ID/Inquiry for the selected menu option is displayed. It is recommended that you save your inquiries/reports before exiting it.
Practice: Reporting Basics
|Practice Exercise |
|Tasks ( |Run a Transaction Detail Report by Department |
| |Create a new Run Control ID |
| |Enter Search Parameters for the report |
| |Run the report. |
| |View the report. |
|Run Control ( |Create a new Run Control ID: Test_01 |
|Chartfield Criteria ( |Fiscal Year: 2010 |
| |Budget Period: 2010 |
|Note: Wherever the chartfields are not|From/To Period: 1-2 |
|specified, keep them at their default |Department #: 10118 |
|values (blank or 0000(s)) to return |Fund #: 0000 |
|all results. | |
Advanced Reporting
Demonstration
Advanced reporting concepts that will follow include using an Existing Run Control ID, Scheduling a Report to run at a later time, Distributing the report, and locating a report that was scheduled to be run.
The report that will be used in the following examples is the Detail Report (Actuals), located in Financial Retriever and Reports.
Using an Existing Run Control ID
1. Logon to PeopleSoft Retriever.
2. Navigate to the Detail Report (Actuals) via Retriever ( Reports ( Detail Reports (Actuals) in the Menu pane.
[pic]
3. The Detail Report (Actuals) Run Control ID displays. Ensure the Find an Existing Value tab is selected.
[pic] `
4. Click the Search button to locate an existing Run Control ID. (If you know the name of the Run Control, you can enter it in the search by field, then select the Search button.) A list of existing Run Controls is displayed.
[pic]
5. Click on one of the existing Run Control ID hyperlinks to open the search parameters page for the Detail Report.
Specifying Search Parameters
6. The Detail Report (Actuals) search parameters screen displays.
[pic]
▪ Since you are using an existing Run Control ID, some ChartField parameters will be automatically populated.
▪ You can populate the remaining chartfields to return more precise results.
▪ If you are unsure of a specific ChartField parameter, click the [pic] button to locate that specific parameter. If still unsure about the parameter, click 0000 (number of 0’s will vary depending on ChartField ) after searching for that ChartField code using [pic].
7. You can also run this report by project by checking the Run By Project? box (see below.)
[pic]
▪ After checking the Run By Project? box, the grayed out portion becomes active.
▪ If you are unsure of a project code, use the [pic] button to locate a project code.
8. Save the search parameters.
9. Click the Run button to run the report.
Scheduling the Report
It is recommended to schedule large reports to run during off business hours, typically between 5pm and 7am. To schedule a report to run, follow these steps:
1. From the Process Scheduler Request screen,
[pic]
2. To schedule a report to run at a latter time, follow these steps:
▪ Enter the date for running the report in the Run Date field.
▪ Enter the time for running the report in the Run Time field.
Locating Post - Scheduled Reports
If you:
▪ Schedule your reports to run at a latter time and want to retrieve them or
▪ Want to retrieve previously run reports, or
▪ Received a report that was distributed to you;
you can locate the reports by navigating to Process Monitor via PeopleTools ( Process Scheduler ( Process Monitor.
[pic]
Process Monitor is the same as if you were to select the Process Monitor link from within the report itself.
Practice: Detail Reports
|Practice Exercise |
|Tasks ( |Run a Detail Report (Actuals.) |
| |Schedule it at 2:00 am of the next day of your Fundamentals training class. |
|Run Control ( |Use an existing Run Control ID: Test_01 |
|Chartfield Criteria ( |Some of the chartfields will be already populated when you use an existing Run Control ID for running the report. |
| |Listed below are details about some more chartfields that you should use for this report. |
|Note: Wherever the | |
|chartfields are not |From Account: 6000000 |
|specified, keep them at |To Account: 7099950 |
|their default values | |
|(blank or 0000(s)) to | |
|return all results. | |
Module Summary
▪ Inquiries return data to screen, whereas reports output the data to a PDF file.
▪ To run a report you create a Run Control ID or use an existing Run Control ID; specify search parameters; run a report instantly or schedule it to run at a later time and locate the generated report.
Module 4: Running Inquiries using PeopleSoft
This module will teach you the steps run inquiries in PeopleSoft.
At the end of this module, you will be able to:
▪ Perform the steps to run and view an inquiry in PeopleSoft.
Running Inquiries
Demonstration
An inquiry allows you to view information (that resides in the PeopleSoft system) based on a defined set of criteria. Instead of outputting the results of the search criteria to a report, the inquiry returns the data to the screen.
Before running an Inquiry, you must create a Inquiry, much like creating a Run Control ID. This will allow you to save the search parameters for use at a later date. The Inquiry used in the following examples is the Journal Inquiry.
Creating a new Inquiry
Use the following steps to run an inquiry.
1. Logon to PeopleSoft Financial Retriever and Reports.
2. Navigate to Journals via General Ledger ( Review Financial Information ( Journals. Click the Journals link.
[pic]
3. The Journal Inquiry page displays. Click the Add a New Value tab to create a new inquiry.
[pic]
4. Enter a Name for the Inquiry.
5. Select the Add button. The search parameters screen is displayed.
[pic]
Specifying Search Parameters and Running an Inquiry
6. Specify the search parameters for running the inquiry.
[pic]
7. Click the Save button.
8. Click the Search button. The Search results display at the bottom of the screen.
[pic]
Using the Results Window
The Results Window displayed at the bottom of the screen includes various tools, and displays information about the data returned.
[pic]
|[pic] |Identifies the number of records returned in the search. PeopleSoft can only return 300 |
| |records at one time. If the total number of records equals 300, you can assume more records |
| |exist than the system can not return. |
| | |
| |Click on the arrows to scroll forward or backward between records on a page. |
|[pic] |Click once on the icon to export the data on the screen to a .csv file (which can be utilized|
| |by Excel.) |
|[pic] |Click once on the Customize link to customize the columns that are displayed in the results |
| |window. |
Customizing Results Display
To customize the columns that display on a results window, click the Customize link. The customize window is displayed. A list of the available columns that can be customized are displayed.
[pic]
You have the ability to hide columns, freeze columns so they cannot be moved, and sort columns in a different order. Customizations that are made are specific to your UserID, which means they do not impact any other users of PeopleSoft.
Hide Columns
You may want to hide columns that you do not need to view. To hide columns from the display list, follow these steps:
1. Locate the column name you would like to hide in the Column Order list, and click once on the column name.
[pic]
2. Select the Hidden checkbox. The word (hidden) is displayed next to the selected column name.
Freeze Columns
If there are multiple tabs, and scrolling columns, you can freeze a column so that it is displayed in every screen. To freeze a column, follow the same instructions as in Hide Columns, and select the Frozen checkbox.
[pic]
Sort Columns
Sorting determines how records will be displayed in the results window. The columns are automatically sorted in ascending order, by the first column, unless otherwise indicated in the Sort Order customization window. To identify the columns to be sorted, follow these steps:
1. Select the column name to add to the list. Click once on the right arrow [pic]. The selected column name is added to the Sort Column list.
[pic]
2. Repeat for each column name to add to the Sort list.
3. From the Sort Order list, click once on the column name that you want to sort. (In the example below, the User column is selected.)
[pic]
4. Select the Descending checkbox to display the data in Descending rather than ascending order. The word (desc) is displayed to the right of the selected column name.
5. Use the up and down arrows to identify which column should be the first considered for sorting, the second, etc.
Saving Customizations
You can preview your customizations by clicking once on the Preview button. Once you are satisfied with your changes, save your customizations by clicking once on the Save button at the bottom of the window. You are returned to the results window.
Exporting to Excel
When you see the Excel Icon [pic] associated to a table in PeopleSoft, it means that you can export the data in the displayed table to Excel. Please note, that the data exported to Excel will only be the data on screen.
1. Click the [pic] (Excel) button located on the Journal Line of the report. (You may need to scroll to the right of the screen to locate the Excel button.)
[pic]
2. Once selected, the following dialog box is displayed, asking if you want to save or open the file.
[pic]
3. Select the Open button to open the report in a separate browser window.
4. To Save to your desktop, click the Save button, select the desired folder, and rename the file.
Note: Remember to turn off your pop-up blocker, as it may prevent the download box from being displayed. You may also press the Ctrl key while clicking this icon, to allow the pop-up download window to open.
TIP: EXPORTING TO EXCEL
▪ When you export information to Excel, changes made to the information ARE NOT REFLECTED in PeopleSoft.
▪ When exporting information to Excel, it exports only the data available on the screen.
Viewing Pages
To view the individual page for a returned record, follow these steps:
[pic]
1. Click the individual hyperlink listed under Journal ID to display additional details about the selected item.
[pic]
Printing via Internet Explorer
Header sections of an Inquiry can only be printed via Internet Explorer. Follow these steps to print via Internet Explorer.
1. Click File ( Print Preview from the Internet Explorer menu available at the top of the page. The following page displays:
[pic]
2. Click the Page setup button. The following box displays:
[pic]
3. Check the Landscape radio button and click OK. The Print Preview screen displays again.
4. Select Only the selected frame on the screen from the dropdown menu on the Print Preview screen.
[pic]
5. A printable view of the Journal Header now displays.
Practice: Journal Inquiry
|Practice Exercise |
|Tasks ( |Run a Journal Inquiry. |
| |Click the first Journal ID’s hyperlink located under the Journals list. Export the Journal Line section listed |
| |under this Journal ID to an Excel file and save the file to your desktop. |
|Inquiry ( |Create a new Inquiry: Test_03 |
|Chartfield Criteria ( |From/To Period: 1-10 |
| |Ledger: ACTUALS |
|Note: Wherever the |Date: 4/21/2010 |
|chartfields are not | |
|specified, keep them at | |
|their default values | |
|(blank or 0000(s)) to | |
|return all results. | |
Module Summary
▪ To run an inquiry, you create a new inquiry or use an existing inquiry; specify search parameters; run the inquiry and view the data returned on screen.
Module 5: Using PeopleSoft Retriever
This module will teach you the steps to run inquiries using PeopleSoft Financial Retriever and Reports.
At the end of this module, you will be able to:
▪ Run an inquiry using PeopleSoft Financial Retriever and Reports.
Running a Retriever Inquiry
Demonstration
Creating a New Inquiry
1. Logon to PeopleSoft Financial Retriever and Reports.
2. Navigate to Retriever Inquiry via Retriever ( Retriever Inquiry from the menu options. Click the Retriever Inquiry link.
[pic]
3. The Retriever Online Inquiry screen displays. Create a new Inquiry.
[pic]
Specifying Search Parameters and Running Inquiry
4. The search parameters screen displays (see below.)
[pic]
▪ The fields marked with an asterisk (*) are mandatory and have to be populated before running the inquiry.
▪ Each tab (see below) has different data listed under it. Clicking a specific tab activates that tab. The current active tab is Revenue / Expenses (see below.)
[pic]
TIP: VIEWING MAXIMUM INFORMATION ON SCREEN
Minimizing the Menu pane allows you to view the report screen better, displaying maximum information in the active window.
5. After populating the fields shown above, the Chartfield Selection Criteria display. Enter their values in the appropriate fields.
[pic]
5. If you try to save your Inquiry without entering information into the required fields, the following dialog box appears and the required field(s) is highlighted in red. If this happens, select the OK button to return to the screen and complete the required field(s).
[pic]
6. After entering the search parameters, click the Save button to save the inquiry.
7. Click the Fetch button and the retrieved information is displayed below the search parameters.
TIP: NARROWING SEARCH RESULTS
Providing specific information in each Chartfield (instead of the default 000(s)) will narrow down your search results, returning more specific information.
[pic]
TIP: SAVE YOUR SEARCH PARAMETERS
It is very important that you save your reports before running them. This ensures that you do not lose your data (search parameters) every time you run that report.
Viewing Detailed Results
8. When the report is first displayed, it only lists the highest level roll-up accounts.
▪ To expand to the next level, click the [pic] icon.
▪ To expand all sub-accounts, click the [pic] icon. All Account Codes, along with their individual budget amounts are displayed on the screen (see below.)
[pic]
▪ To collapse the lowest account level, click the [pic] icon.
▪ To collapse all account levels, select the [pic] icon.
▪ Note: The expand/collapse icons are only active when you are able to expand or collapse the accounts. When they are not active, they are gray, which indicates that you have reached the end of an account string.
Exporting the Data to Excel or PDF format
9. You can export the inquiry data to Excel by clicking the [pic] icon.
10. To export the data on the screen to a PDF format:
▪ Click the [pic] icon. This initiates the instance for generating a PDF report for the data being displayed on screen.
▪ Click the [pic] link. The Process List window opens as a new window (see below.)
[pic]
▪ Click the Details link. The Process Detail screen displays (see below.)
[pic]
▪ Click the View Log/Trace link on this screen. The View Log/Trace screen displays. The report is available as a PDF file on this screen.
[pic]
TIP: DIFFERENT ICONS, SAME FUNCTIONS
Different icons are used in the PeopleSoft system to perform the same tasks.
[pic] or [pic] are used to run an inquiry or report.
[pic] or [pic] or ( are used to run the process monitor.
Practice: Retriever Inquiry
|Practice Exercise |
|Tasks ( |Run a Retriever Inquiry. |
| |Locate the PDF file on the View Log/Trace screen and save it to your desktop. |
|Inquiry ( |Create a new inquiry: Test_04 |
|Chartfield Criteria ( |Description: Test Inquiry 06 |
| |Fiscal Year: 2010 |
|Note: Wherever the chartfields are |Budget Period: 2010 |
|not specified, keep them at their |From/To Period: 1-6 |
|default values (0000) to return all|Department #: 10118 |
|results. |Fund #: 1111 |
| |All Accounts |
| |All Prog Fins |
Module Summary
▪ To run a retriever inquiry, you create a new inquiry or use an existing inquiry; specify search parameters; run the inquiry and view the data returned on screen.
Module 6: Running Queries Using PeopleSoft
In this module, you will learn the steps to run queries in PeopleSoft Finance.
At the end of this module, you will be able to:
▪ Run queries in PeopleSoft Finance.
Queries
Demonstration / Discussion
What is a query?
A query is a tool that allows you to extract data from the PeopleSoft database based on your specified parameters. You can view the data on the screen or export the data to a format that can be customized according to your preferences (using Excel.)
TIP: USING SEARCH TO LOCATE CODES
The search buttons in queries sometimes do not work in the query search screens. It is easier to run a query when you know the codes for the data that you are requesting.
Searching a Query
The following steps explain the procedure for searching a query.
1. Logon to PeopleSoft Finance.
2. Navigate to Query Viewer via Reporting Tools ( Query ( Query Viewer in the Menu pane.
3. Click the Query Viewer link. The Query Viewer screen displays.
[pic]
4. If you know the name of your query, type it in the begins with field. Otherwise leave the field blank. Click the Search button. The following screen displays:
[pic]
▪ A private query is a query that you create using your own specific parameters. They are accessible only to you. Only individuals granted access to create Queries have access to view Private Queries.
▪ A public query is accessible to everyone.
▪ The query can display it’s output in HTML format or it can be exported to Excel.
Running and Viewing a Query
5. Click the Run to HTML to view the output in an HTML format. Using the search parameters shown in the screen below and after clicking the View Results button, the following information displays:
[pic]
6. Clicking the Excel Spreadsheet link allows you to download the result as an Excel file.
7. You can directly run the query to receive an Excel spreadsheet by clicking Run to Excel.
Adding Queries to My Favorites
8. Click the Add to Favorites link for above query. The query is added to My Favorite Queries list.
[pic]
9. You can remove the query from My Favorites by clicking the [pic] button.
Practice: Searching a Query
|Practice Exercise |
|Tasks ( |Search a Query |
| |Export the Query output to Excel. |
|Query ( |Query Search Parameter: “UM_AR_JRNL_DRILL” |
|Additional Search Criteria ( |Once the above query is located, use the following search criteria to obtain the results of the query: |
| |Journal ID: ARDJ010485 |
| |Account #: 7089900 |
Module Summary
▪ To run a query, search for a query using specified parameters and view the query.
Module 7: Using Online Help
The purpose of this module is to prepare you to find information on UMBC’s Delta Initiative website to assist you in using PeopleSoft after the course ends.
At the end of this module, you will be able to:
▪ Access UMBC’s PeopleSoft website.
▪ Register for PeopleSoft Training Classes Online.
▪ Subscribe to Receive Updates on PeopleSoft Issues via E-mail.
▪ Know the Appropriate Point of Contact if you have Questions about PeopleSoft.
▪ Access Updates on PeopleSoft information.
▪ Access Links to External Sites related to PeopleSoft.
Demonstration
The PeopleSoft Website
Accessing the PeopleSoft Website
The PeopleSoft website provides updated information for PeopleSoft users on known issues, documentation, and where to go to receive help. The website can be accessed via the naviation: Topics > Human Resource & Finance > PeopleSoft HR/Finance Web Site link in MyUMBC, or by using the following URL: umbc.edu/peoplesoft.
[pic]
The PeopleSoft website homepage is shown below:
[pic]
PeopleSoft KnowledgeBase
The PeopleSoft KnowledgeBase is task-based, and is organized into categories that reflect the business processes in which PeopleSoft is used. Additional categories and questions will be added as they are made available.
[pic]
Table of Contents
The Table of Contents is a task based manual organized by PeopleSoft content area.
To navigate through the contents, select the link that correspond to a particular training class to see the list of questions and answers available. Select the desired question to display the related answer in the main window. Select the print icon to print the specific question and answer.
[pic]
PeopleSoft Training Plan
The PeopleSoft Training Plan is a diagram of the proposed PeopleSoft Training Curriculum as well as an interactive training plan. The Training Plan provides overviews of current, and proposed courses; lists prerequisites for each course, if appropriate; links to training documentation; and links to the Training Registration webpage.
Access the PeopleSoft Training Plan from the Training tab.
[pic]
Registering for Training Classes
PeopleSoft training classes are held continuously at UMBC. The Training schedule and registration website can be accessed several ways;
[pic]
• Via the OIT Training Page link on the PeopleSoft website / Training tab,
• Directly via the URL .
Once the Training Schedule and registration website is accessed, you can view scheduled courses, and register to attend the desired course.
[pic]
A list of all courses is included in the training list. To narrow your search to just PeopleSoft courses, select PeopleSoft in the Series column.
To view a course overview, with specifics regarding the intended audience, prerequisites, and a copy of the participant manual (if available), click once on the Course Name.
[pic]
To register for a training class, check the box listed in the I Will Attend column for the desired course. Scroll to the bottom of the window, and click the [pic] button at the bottom of the screen to complete your registration.
To be removed from a course roster, contact Deb Arnold at darnold@umbc.edu.
Receiving Updates via E-mail
You can receive UMBC PeopleSoft announcements, updates and tips via e-mail, by subscribing to the PeopleSoft e-mail list. From myUMBC, select the Services tab.
[pic]
Click the link for myUMBC Mailing Lists.
[pic]
Select the tab “Index of Lists”, scroll down the alphabetical list until you find “peoplesoft”, and click the hyperlink “peoplesoft”.
[pic]
Then select the option “Subscribe”.
[pic]
Point of Contact for PeopleSoft Questions
UMBC Technical Staff follows questions and issues using RT Ticket System. For instructions how to enter a ticket, please do the following:
1 .Go to
2. Click Help -> Request Help
3. Enter your myUMBC username and password when prompted and click Login
4. Click the New Ticket link located on the left column
5. Select a queue which best describes the issue, for example:
PeopleSoft Finance & Retriever - please select Finance Queue
PeopleSoft Human Resources - please select Human Resources Queue
PeopleSoft Student Administration – please select Student Administration
6. Enter a brief but specific summary on the Subject: line, for example,
PSUNX Error in General Ledger Report
is more helpful than
error in PeopleSoft
7. Enter a thorough description of the problem, include specifics such as error messages and what was tried to diagnose the problem.
8. Select a subcategory from the list
9. Click Create ticket button
10. Review submitted ticket (a copy will also be sent to your email)
Accessing Miscellaneous Links Associated with PeopleSoft
This section provides the links to websites associated with PeopleSoft (see below.) The Departments section is available on the Departments tab of the website.
[pic]
Module Summary
Access the Delta initiative website and PeopleSoft KnowledgeBase to view the PeopleSoft End-Users Manual, view the PeopleSoft Training Plan, course overviews, register for training classes, sign up for receiving updates via e-mail and identify point of contacts for questions related to PeopleSoft.
[pic]
-----------------------
Address Bar
myUMBC
Click on Topics, then select
Human Resources & Finance
2010
Username and Password fields
Menu: left navigation pane.
Results/Information display space.
Sign out
Home
Results/Information pane.
Menu/ Navigation pane.
Action performed in the Menu pane.
Results display in this section.
Indicates a final option in an expanded menu. By clicking on the link, you will select the desired option.
Indicates an expanded menu item. By clicking on the arrow or menu name, you will collapse the menu item.
Indicates a collapsed menu item. By clicking on the arrow or the menu name, you will expand the menu and display additional options for that menu item.
Once the menu is minimized, the following menu icon appears.
To display the Menu again, click once on the menu icon.
Example: Adding Payroll Reports to favorites
Add to Favorites
Enter the name of your choice in the Description field.
An open folder indicates the end of a tree.
Edit item names here.
Edit item display sequence here.
Process Instance
=
Folder
Action icon
The current active tab is Revenue / Expenses
The default selection is UMBC1.
Enter inquiry description here.
Ensure the Fiscal Year is accurate. (They default to the current year.)
Enter the From Period and To Period in which you want the report to run. If unsure, select the [pic] icon to search the Period table.
All Chart Fields must have a value entered. If unsure as to what to enter in the fields, enter 000’s to indicate to return all values. If you want to return results for a specific value, enter it into the appropriate Chart Field.
Click the Save button to save your inquiry.
These buttons allow you to expand or collapse your report by either one level ([pic]) or all levels ([pic]).
Information is displayed here.
Click the Fetch button to return data.
Allows report to be exported to Excel.
Blue text indicates that there has been a revision since the original budget. Click on the highlighted number to view details regarding the changes.
Accounts
Server on which the report will run.
Query output: HTML or Excel.
Run Control ID Name
Queries are displayed alphabetically.
Add a query to Favorites by clicking here.
A query can be public or private.
Search results display here.
The View Log/Trace link is located here.
The report file is available as a PDF file.
The PeopleSoft website link is located here (in the About UMBC section on the UMBC homepage.)
The I Will Attend button is located here.
Tree Name
Expand a tree by clicking once on the closed folder to display additional options.
Hyperlink
Select a Module.
Peoplesoft
Finance, Human Resources & Financial Retriever and Reports links.
Ensure the report is selected.
Enter the Run Time. To run during off business hours, run after 5:00:00pm and before 7:00:00am.
Enter the Run Date.
Ensure the Server Name is blank.
2010
2010
Identifies to the reporting application when to run the report.
Alternative navigation menu displays EXACTLY the same menu options as the Menu navigation.
Search Parameters
Header identifies selected the module/folder.
Reporting Tools
Report details
Indicates the report selected to run.
Click the Refresh button until the Run Status and Distribution Status display Success and Posted.
2010___
Menu navigation.
Table
Header
Page setup.
Print layout.
Click once on the course name for the Course Overview.
Mandatory field
Support Link
PeopleSoft Manual
[pic]
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