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Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

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Ranjeet Yadav

Build your PeopleSoft financial management skills on a firm foundation using this step-by-step tutorial. With the emphasis on real-world examples, you’ll quickly acquire the basics to configure and maintain industry leading applications.
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Book Details

ISBN 139781849681469
Paperback412 pages

About This Book

  • A single concise book and eBook reference to guide you from PeopleSoft foundation concepts through to crucial configuration activities required for a successful implementation
  • Real-life implementation scenarios to demonstrate practical implementations of PeopleSoft features along with theoretical concepts
  • Expert tips for the reader based on wide implementation experience
  • Emphasis on presenting the key industry processes so that you understand not only PeopleSoft features but the business requirements that they support

Who This Book Is For

This book will establish a solid foundation for your efforts to become a successful PeopleSoft Financials practitioner. If you are a functional implementation analyst, a business analyst, or a business user who plans to start using PeopleSoft applications, this book is for you. Reading this book will equip you with the basic skills to configure and maintain PeopleSoft financial applications.

Table of Contents

Chapter 1: PeopleSoft Financials Fundamentals
Understanding Chart of Accounts and chartfields
Understanding Business Units and SetID
Understanding accounting structure—Ledgers and Journals
Configuring banks
Understanding User Preferences
Understanding Setup Manager
Summary
Chapter 2: PeopleSoft Security
Understanding user security
Understanding row-level security
Summary
Chapter 3: PeopleSoft Billing Module
Understanding the invoice lifecycle
Entering bill data
Understanding billing batch processes
Performing invoice adjustments
Deferred revenue processing and unbilled revenue accrual
Understanding important billing configurations
Summary
Chapter 4: PeopleSoft Accounts Receivable Module
Understanding Accounts Receivable process flow
Understanding pending item accounting
Understanding pending item entry
Understanding item maintenance
Understanding aging
Receiving customer payments
Understanding payment application
Customer correspondence
Summary
Chapter 5: PeopleSoft Asset Management Module
Asset Management processes
Understanding important asset configurations
Capital acquisition plans
Adding new assets
Processing depreciation
Understanding asset adjustments
Understanding asset retirements
Creating accounting entries
Loading reporting tables
Reviewing open transactions
Summary
Chapter 6: PeopleSoft Accounts Payable Module
Understanding Accounts Payable process flow
Understanding Accounts Payable concepts
Understanding common configurations
Entering vouchers
Understanding matching
Posting vouchers
Maintaining vouchers
Processing payments
Withholding
Summary
Chapter 7: PeopleSoft General Ledger Module
Understanding journal processing
Understanding interim and year-end closing
Understanding allocations
Summary
Chapter 8: PeopleSoft Expenses Module
Understanding expenses processes
Understanding cash advance and expense report configurations
Understanding expenses approvals
Interfacing external data with expenses
Creating cash advances
Processing expense reports
Summary
Chapter 9: PeopleSoft Commitment Control
Understanding commitment control
Commitment control configurations
Entering and processing budgets
Handling commitment control exceptions
Summary

What You Will Learn

  • Understand the philosophy of a financial ERP system and PeopleSoft's approach
  • Control access to system features for different users through security configuration
  • Explore the customer invoicing process and configuration of the Billing module
  • Track and process invoices by configuring the Accounts Receivable module
  • Maintain and process your organization's fixed assets using the Asset Management module
  • Process and disburse payments to the organization's vendors through Accounts Payable
  • Process employees' expense reports through the Expenses module
  • Record and process all accounting information in the General ledger
  • Explore how organizations can perform budgeting activities through Commitment Control
  • Perform implementation activities using the Setup Manager

In Detail

PeopleSoft financial management applications have been recognized as a leading ERP product across a wide range of industries that helps organizations automate their accounting operations, cut costs, and streamline business processes. They offer industry leading solutions for organizations' global needs, however complex they may be.

PeopleSoft Enterprise Financial Management 9.1 Implementation is probably the only learning resource for a novice practitioner, who may otherwise have to rely on thousands of pages of documentation for such a complex ERP system. This book covers all the crucial elements of PeopleSoft Financials—a business processes, configuration, and implementation guide. This is the ideal one-stop resource before entering the world of PeopleSoft implementation.

Beginning with the fundamentals of a generic financial ERP system, this book moves on to basic PeopleSoft concepts and then dives into discussing the individual modules in detail.

You will see how to leverage financial modules such as Billing, Accounts Receivable, Accounts Payable, Asset Management, Expenses, and General Ledger. Dedicated chapters discuss key PeopleSoft features such as application security and commitment control for budgeting. You will learn fundamental ERP concepts such as the chart of accounts, used by organizations for recording and reporting financial transactions, and how to implement them in PeopleSoft through chartfields, business units, and SetIDs.

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