PEOPLESOFT

Enterprise resource planning (ERP) is business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.

PeopleSoft, Inc. was a company that provided human resource management systems (HRMS), Financial Management Solutions (FMS), supply chain management (SCM), customer relationship management (CRM), and enterprise performance management (EPM) software, as well as software for manufacturing, and student administration to large corporations, governments, and organizations. It existed as an independent corporation until its acquisition by Oracle Corporation in 2005. The PeopleSoft name and product line are now marketed by Oracle.

PeopleSoft Financial Management Solutions (FMS) and Supply Chain Management (SCM) are part of the same package, commonly known as Financials and Supply Chain Management (FSCM).

    Peoplesoft Asset Management
    Peoplesoft Financials
    Peoplesoft HRMS Technical
    Peoplesoft HCM Essentials

PEOPLWSOFT ASSET MANAGEMENT
    Using the Asset Search Utility
Adding Assets from a Microsoft Excel Spreadsheet
Using Transaction Currency
    Maintaining Leased Assets
Describing Lease Types
Defining Lease Payment Schedules
Creating Leased Assets
Defining Step Leases
Updating Lease Information
Generating Lease Reports
    Adjusting, Re-categorizing and Transferring Assets
Adjusting Asset Information
Reviewing Asset Cost History
Using the Financials Audit Framework
Re-categorizing Assets
Transferring Assets Within a Business Unit (IntraUnit)
Transferring Assets Between Business Units (InterUnit)
Reviewing and Approving Asset Transfer Requests
    Retiring and Reinstating Assets
Describing Asset Retirements
Retiring Assets Manually
Retiring Fully Depreciated Assets Automatically
Using the Disposal Worksheet to Retire Assets
Describing Retirement Integration with Other PeopleSoft Products
Reviewing the Net Book Value of Parent-Child Assets
Reinstating Assets
    Maintaining Parent and Child Assets
    Describing Parent and Child Asset Relationships
Adding Parent and Child Assets
Adding a Parent Asset as a Reporting Umbrella
Updating Basic Information for Parent-Child Assets
Adjusting Parent and Child Assets
Re-categorizing Parent and Child Assets
Performing Transfers of Parent and Child Assets
Retiring Parent and Child Assets
    Depreciating Assets
Describing How Asset Management Calculates Depreciation
Reviewing and Modifying Open Transactions
Performing the Depreciation Calculation Process
Describing the Remaining Value and Life-to-Date Depreciation Methods
Reviewing the NBV of Parent-Child Assets
Recalculating Depreciation and Executing What-If Calculations
    Depreciating Assets - France
Configuring and Depreciating Assets Using the Derogatory Method
Creating Accounting Entries for Derogatory Depreciation
Configuring and Reporting Business Tax
Revaluing Assets
Running Statutory Reports
    Depreciating Assets - India
Describing Depreciation Processing for India
Processing Tax Depreciation for India
    Depreciating Assets - Japan
Describing Japanese Depreciation Methods
Using the Extended Depreciation Worksheet
Using Special and Increased Depreciation Methods
Using Advanced Depreciation
Using Composite Depreciation
Setting Up Currency Rounding Options
Generating Local Tax Reports
Calculating Consumption Tax (VAT) When Selling Retired Assets
    Maintaining Asset Book Information
Describing Asset Books and Required Information for Calculating Depreciation
Reviewing Changes Made to Asset Books
    Reporting and Charting Asset Information
Describing Asset Management Reporting Options
Generating Asset Management Reports from Batch Processes
Generating Asset Management Reports Online
Managing and Viewing the Asset Component Hierarchy
    Generating Asset Management Charts
    Generating Asset Accounting Entries
Creating and Reviewing Asset Accounting Entries
Summarizing Cost Rows
Closing Depreciation
Closing Asset Accounting Periods
Listing Common Month-End Processes
Validating and Securing ChartFields
    Allocating Depreciation Expense
Describing Depreciation Allocation
Defining Transaction Groups
Setting Up the Depreciation Allocation Business Process
Creating Allocation Entries
    Integrating with PeopleSoft General Ledger and Other PS Products
Defining the General Ledger to Accept Journal Entries
Defining the Link Between Asset Management and General Ledger
Running the Journal Generator Process
Integrating with PeopleSoft Purchasing and Payables
Using On-Demand Processing
Consolidating and Unitizing Assets
Running the Transaction Loader Process
Integrating with Project Costing, Billing, Strategic Sourcing, and Budgeting
    Planning for Capital Asset Acquisitions
Describing Asset Budgeting and Capital Acquisition Planning
Defining Capital Acquisition Plans (CAP)
Linking Assets to a CAP
Reviewing and Adjusting CAP information
    Performing Mass Changes to Assets
Describing Mass Changes to Asset Information
Defining a Mass Change
Running the Mass Change Process
Reviewing the Results of a Mass Change
Running the Transaction Loader Process
    Final Course Activity
Defining the Control Tables Needed to Perform Transactions
Performing Functions to Create Open Transactions
Calculating Depreciation on Open Transaction
    Creating Accounting Entries and Running Depreciation Close
Running the Journal Generator Process

PEOPLESOFT FINANCIALS

Introduction:
    Introduction to peoplesoft
    Architecture of peoplesoft
    Navigating overview
    Using search keys,search pages
    Working with pages
    Adding and updating data using peoplesoft action types
    Basic set up’s and installations in PeopleSoft financials
Modules
1.E-procurement
    Creating requisition
    Managing requisition
    Reconciliation workbench
2.Purchasing order
    Creating PO
    Processing PO
    Managing PO
    Managing PO change orders
    Managing Return To Vendor (RTV)
    Managing Receipts
    Configurations
3.Accounts Payables
    Managing vendors
    Entering vouchers
    Managing vouchers
    Processing payments
    Batch processing
    Inquiries
    Configurations
4.Asset Management
    Adding and maintaining assets
    Maintaining parent and child assets
    Adjusting and transferring assets
    Working with composite assets
    Working with leased assets
    Working with asset budgeting
    Retiring assets
    Depreciating assets
    Using user defined depreciation
    Creating accounting entries
    Integrating with other PS modules
    Changing assets in mass
PS:  PS Query,Process Scheduler,Security and Overview of Technical concepts will be covered




PEOPLESOFT HRMS TECHNICAL

INTERNET ARCHITECTURE
    Web Server (& concerned Servlets), Application Server (& concerned server processes, domains, listeners, handlers, Queues,…)
    Web Browser
    Batch Server
    Database Server
APPLICATION DESIGNER
    Understanding & Using Application Designer
    Working with Projects
    Creating Field Definitions
    Creating Record definitions
    Building SQL Tables & Views
    Creating page definitions
    Creating Component Definitions
    Creating menu definitions
    Registering a Component
    Testing the Application
    Migrating Projects from DEV/Testing to Testing/Production Environments

SECURITY
    User Profiles, Roles & Permission Lists
    Field, Row & Table/Query Level Security

PEOPLE CODE

    People Code Overview
    Understanding the Language (Language Structure, Data Types, Comments, Statements, Functions, Expressions, Variables, Operators,….)
    Objects and Classes
    Referencing Data in the Component Buffer
    Accessing the Data Buffer
    PeopleCode and the Component Processor
    PeopleCode and Pure Internet Architecture
    Using Methods and Built-In Functions
    Working With File Attachments
    Accessing PeopleCode and Events
    Using the PeopleCode Editor
    Using the SQL Editor
    Creating Application Packages and Classes
     Debugging
COMPONENT INTERFACE
    Component  Interface Architecture
    Component Interface Attributes (Keys, Properties, Collections and Methods)
    PeopleCodeBehaviour and Limitations in CI



APPLICATION ENGINE

    Application Engine Overview
    AE  Program Elements
    Understanding state records
    Actions
    Sections
    Set Processing
    Meta SQL
    Running of A.E (Different ways)

PROCESS SCHEDULER

    Process Scheduler Architecture & Components
    Submitting and Scheduling Process Requests
    Understanding Run Control IDs
    Process Monitor
    Jobs and Job Sets

SQR

    Overview of SQR
    Creating Headings and Footings
    Selecting Data from the Database
    Using Column Variables
    Using Break Logic
    Adding Declarations Using the SETUP Section
    Using Dynamic SQL and Error Checking
    Testing and Debugging

XML PUBLISHER
QUERY
CRYSTAL REPORTS
File Layout
PEOPLESOFT HCM ESSENTIALS

HRMS
    HRMS Products and Business Processes
    Architecture (PIA - Pure Internet Architecture)
    Personalizations& Navigation 
    Anatomy of Components, Table Driven Architecture
    Effective Date, Sequence & Actions
    SetID, Business Unit, Record Groups and TableSet Sharing
    Security - User Profiles, Roles & Permission Lists
    HCM Row Level Security
    Translate Table,  Control Tables & Transaction Tables


    Foundation Tables (Installation Table, Company, Departments, Locations, Establishments, Frequencies, 
Job Codes, Pay Groups, Salary Admin Plan, Grade, Step, Compensation Rate Codes, Holiday Schedules..)
    Personal Data
    Organizational Relationships & Employee Records
    Job Data
    Action & Reason Codes
    Contracts
    Position Management
    Template-Based Hires (Smart Hire) 
    Check Lists
    Monitor Health & Safety
    Fundamentals of HR Reporting - Point of Time & Period Of Time Reporting
    Scheduling/Running Reports & Processes
    ESS & MSS


BASE BENEFITS
    Business Process Overview 
    Phases of the Benefits Process
    Deductions for Benefit Plans
    Setting Up Benefit Plans 
    Plan Providers
    Coverage Codes
    Coverage Group Codes
    Benefit Rate Types & Rates
    Coverage Formulas
    Annual Benefit Base Rates (ABBR)
    Calculation Rules

Last modified: Monday, 18 July 2016, 9:57 PM