1. PeopleSoft Financials Basic Navigation
Tina Fletcher
Information Systems & Reporting
Controller’s Division

2. Agenda
General Overview
Basic Navigation

3. General Overview Budget Grants Purchasing Catalog Mgmt General Ledger
Journal Entries
Accounts Payable

4. Hands-on PS Financials Training Classes
eProcurement Requisitions & Health eShop – Learn how to enter ePro Requisitions into the system to purchase goods and services.
PS Tools for Grants – Learn how to use the MCG Grant pages and reports to help you manage your Grant account.
Delivered Reports and Inquiries – Learn how to run Budget reports and inquiries to help manage your budget.
Basic Query Training – Learn how to run a Public query and modify a query to save as your private query.

5. PeopleSoft Financials Training Documents
Financial Training Documents

6. Request for Login
You will not be automatically setup in PS Financials because you have attended the Basic Navigation class
Your department must submit a PeopleSoft Financials Security Access Request Form requesting your access
The Security Form is available on the PeopleSoft website at:

7. Request for Login – Cont’d
How Do I Know What to Check on the Form?
We have created a document under the Security Information and Forms link on the PeopleSoft Website with a document called:
What access is given when I check a box on the Security Form?
The link to this document is below:

8. Where To Login?
The PeopleSoft Financials Icon to login is on the PAWS Portal page under Applications & Tools.
Your User ID and password for PeopleSoft Financials will be the same as your NET ID and Password. This is the same as your SoftServ login.
When you change your password, then your PeopleSoft Financials password will change as well.

9. How to Login? Type in your NetID and password.
If your user ID does not work, try typing it in ALL CAPS.
If you get a message that your account has been disable, then call:
Janice
Tina

10. PS Financials Security
Never leave your system unattended
Lock your desktop when you leave your desk
CTRL-ALT-DEL and click on Lock Workstation
Do not share your password
Do not let someone use your Net ID

11. PeopleSoft Financials
Basic Navigation

12. Browser Selections Explorer does not work with PeopleSoft Requisition
Goggle Chrome works great with PeopleSoft Requisition
Firefox works sometimes with PeopleSoft Requisition

13. Menu Navigation and Expand Button
This is the Expand and Collapse Triangles in PSFIN. You will see them on many pages. A sideways triangle means Expand (take a look and it will show you more information).

14. eProcurement Navigation
See the eProcurement menu if you click on this menu you will be able to see the available options for creating requisition, view requisition, correct requisition and cancelling requisition.

15. eProcurement Options

16. Menu Navigation
Click on a Menu Option, and you will see the next menu options in the middle of the page

17. Menu Navigation
Click on a menu option or submenu option to where you need to go

18. Menu Navigation
Click on Home to go back to see the main menu or you can click on the Main Menu for a drop down menu

19. Menu Navigation
Do Not click on the back button. Use the menus and buttons in PS Financials to navigate. The back button is part of your Internet Browser, not PS Financials.
Click on Sign Out to log out of PeopleSoft Financials, then you can click on the red x to close the window.

20. Universal Navigation Header

21. Setting Favorites
Navigate to the page that you would like to set as a favorite
Click on the Add to Favorites link on the Universal Navigation Bar
The page will now show up on your My Favorites Menu

22. Adding My Reports Menu to Home Page in PS Financials
Click on Content hyper link on top of the menu by Personalize.
Check the box by My Reports under PeopleSoft Applications.
Click on the Save button.
You will then see your My Reports menu under your Menu. To move it to the side: click on Layout by Personalize.
Click once on the My Reports under the Left Column, and then click on the right arrow to move it to the Right Column.
Click on the save button.

23. Run Controls
A Run Control is the driver that needs to be created to run Budget Status Reports, Budget Transaction Details, etc.
The idea of a run control is to create and save them so you can use them again without having to create the same criteria every month or week for the same data you want a report.
Run Controls should be made for each type of report that you run.
The names cannot include spaces.
They can not be renamed or deleted.

24. Saved Run Control Listing
Creating a Run Control
When you first go to run a report, you will need a Run Control ID (since you have never created one at this point you will have to add a new value)
Once you click add a new a Value, then you will have to name your Run Control. I recommend starting the name with the report name.
If you already have a existing Run Control then you just need to click the name listed below search results.
Add A New Value
Find an Existing Value
Saved Run Control Listing

25. Budget Transaction Detail Report Run Control Sample

26. Process Scheduler Request
This page comes up when you click on the Run button on a report run control page.

27. How to Get Make the TAB Skip Over the Lookup Magnifying Glass
Click on the My Personalizations at the bottom of the Main Menu.
Click on the Personalize Option button by Navigation Personalizations.
Choose Yes from the drop-down list by “Tab over Lookup Button”.
(Note: you can also choose Yes by “Tab over Calendar Button”)
Click OK to save your settings.

28. How to Turn off AutoComplete
Click on the My Personalizations at the bottom of the Main Menu.
Click on the Personalize Option button by Navigation Personalizations.
Choose No from the drop-down list by “AutoComplete”.
Click OK to save your settings.

29. If You Need Help Financial Information Systems and Reporting
Problem resolution and general questions
Janice Chancey –
Requisition Workflow Approvals and Security forms
Tina Fletcher –
Department ID creation/editing & Authorized Signature forms
Gordon Prettelt –
-- to our area
ITS Help Desk

30. Questions