PeopleSoft Financials Basic Query Training Financial Information Systems and Reporting Finance Division/Controller’s Division Michael G. Baker Financial Information Systems Specialist (706) 721-2046 micbaker@augusta.edu Financial Information Systems PS_FINANCIALS@augusta.edu

Objectives PeopleSoft Financials Background Log into Training Environment What is a Query in PS Financials? Query Viewer/Query Manager Search for a Query Run a Query Schedule a Query Add a Query to your Favorites Queries we Recommend Practice Time Questions??

PeopleSoft Financials Background PeopleSoft Financials is an integrated system that provides a wide variety of business modules to assist in the day-to-day execution and operation of business processes. PeopleSoft Financials is an effective and efficient means of working with and reporting institutional financial information. Access - https://fnp461.augusta.edu Info- https://www.augusta.edu/finance/peoplesoft/

Log into Training PS Financials Environment Practice/Training Access https://fnt461.augusta.edu User ID: TRAINxx (01 to 25) Password: WELC0ME1%

What is a Query in PS Financials??? A “query” is a request for information from a database. Johns Hopkins University Library of the Peabody Two types of “Queries” -Public (everyone) -Private (only you) A “database” is a structured collection of records or data that is stored in a computer system.

Query Viewer/Query Manager The “Query Viewer” used for running Queries only. The “Query Manager” is used for Running and Editing Queries. (Advanced class topic)

Query Viewer Allows a user to: Run a Query to HTML or Excel Schedule a Query Add a Query to your “My Favorites” Navigation to Query Viewer in PS Financials Navigator -> Reporting Tools -> Query -> Query Viewer

Query Viewer – Search for a Query Ability to search on a Query by: -Description -Query Name -User Field Name -Uses Record Name Public Query Naming Standards: -120_AP - Accounts Payable -120_AM - Asset Management -120_GL - General Ledger/Journal -120_PO - Purchase Orders -120_REQ-Purchasing Requisitions -120_BPA-Budget,Planning, and Analysis -120_SPA-Sponsored Accounting

Query Viewer – Run a Query To Run a Query: -Search/Find a Query -Click either the HTML or Excel hyperlink beside the query that you want to run -If there are prompts, you will be prompted to enter your criteria before the query runs

Query Viewer – Schedule a Query 1. Click on the Schedule hyperlink 2. Name the Run Control ID, and Add it 3. Write a description 4. Choose Run Date & Recurrence 5. Choose Type, Format, and Distribution 6. Click “OK”

Query Viewer – Add to Favorites To add a query as a Favorite: 1. Search/Find a Query 2. Click on the Favorite Hyperlink to the right of the Query Name *Once a query is a favorite, then it will come up when you open Query Viewer or Query Manager in “My Favorite Queries Box”*

Recommended Public Queries to Run 120_GL_JOURNAL_LIKE_CFC This will list all expenses that have hit your CFC 120_GL_JOURNAL_LIKE_CFC_Vw This will list all expenses that have hit your CFC with older history tables available 120_GL_JRNL_LIKE_CFC_REV_ONLY This lists your revenue that was posted to your CFC, if it generates revenue 120_GL_BNR_JGEN_DEP_DETAIL This lists your detailed lumped deposits from Banner

Recommended Public Queries to Run (Cont’d) 120_SPA_YRS_ACCTDESC This lists all activity for your sponsored Project ID 120_SPA_EFT_RPTD_NEW 120_SPA_EFT_RPTD_EMP These queries list effort reported by Project ID or EMLID 120_MCG0005_OPEN_ENC This shows all open encumbrances for your Department ID 120_MCG0001_PG_STATUS_LIFE This runs a query that used to be the “Project Grant Status Life Basis” report

Practice Time Navigate on your own and utilize some of the recommended “Queries”.

Questions