1. PeopleSoft Financials Basic Query Training
Financial Information Systems and Reporting
Finance Division /Controller’s Division

2. Agenda What is a Query? PeopleSoft Financials Modules
Query Viewer/Query Manager
Search for a Query
Run a Query
Schedule a Query
Recommended Queries
Add to Favorites

3. What is a Query?
A query is a request
for information from
a database.
A database is a
structured collection
of records or data
that is stored in a
computer system.

4. Relationships Among PS Financials Modules
Projects (grants) - SPA
Requisition (ePro) - EP
ARB
PeopleSoft HCM
Purchase Order – PO
(Purchasing)
Accounts Payable – AP
Receipts – PO
(Purchasing)
Banner - BNR
(Accounts Receivable)
Asset Management – AM
Journal Lines - GL / Commitment Control - KK

5. Query Viewer for Running Queries
Query Manager for Running and Editing (Advanced Query)

6. Query Viewer Allows a user to: Run a Query to HTML or Excel
Schedule a Query
Add it to Query Favorites
The navigation is:
Reporting Tools > Query > Query Viewer

7. Query Viewer – Search for a Query
Search on a Query by:
Query Name
Uses Record Name
Uses Field Name
Public Query Naming Standards
120_AP – Accounts Payable Queries
120_AM – Asset Management Queries
120_GL – General Ledger/Journal Queries
120_PO – Purchasing PO Queries
120_REQ – Purchasing Requisition Queries
120_BPA – Budget, Planning and Analysis Queries
120_SPA – Sponsored Accounting Queries

8. Query Viewer – To Run a Query
Search on 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.

9. Query Viewer – Schedule a Query
Search on a Query
Click on the Schedule hyperlink
Name the Run Control ID, and Add it
Write a description
Choose Run Date & Recurrence
Choose Type, Format and Distribution
Click OK

10. 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.

11. Recommended Public Queries to Run – Cont’d
120_SPA_ALL_YRS_ACCTDESC
This lists all activity for your sponsored Project ID.
120_SPA_EFT_RPTD_NEW
120_SPA_EFT_RPT_EMP
These queries list effort reported by Project ID or EMPLID.
120_MCG0005_OPEN_ENC
This run a query that used to be the Open Encumbrance Report. It 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.

12. Query Viewer – Add to Favorites
To add a query as a Favorite
Search on a Query
Click on the Favorite Hyperlink to the right of the Query name
Note: Once a query is a favorite, then it will come up when you open Query Viewer or Query Manager in a My Favorite Queries box

13. QUESTIONS