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People Soft Financials 8.4 Basic Training – Optional Slides

This presentation covers topics beyond the basic level, including budget journals, LAM distributions and obligations, monthly statements, and query quirks. It also explains how to export data to Excel and the concept of trees in PeopleSoft.

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People Soft Financials 8.4 Basic Training – Optional Slides

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  1. People Soft Financials 8.4 Basic Training – Optional Slides Revised 6/25/03

  2. Additional slides • A little beyond Basic • Budget Journals • LAM Distributions & Obligations • Monthly statements • Query Quirks

  3. Budget Journal

  4. Budget Journal

  5. Budget Journal

  6. Look up LAM Distributions

  7. Look up LAM Obligations

  8. “Push” Monthly Statements • Note that this has opened an Excel window within the web browser. • To copy the report to an Excel file: • Right click on the grey box in the upper left-hand corner of the spreadsheet and select “copy” • Open Excel, go to cell A1 of a new spreadsheet, right click and select paste

  9. “Push” Monthly Statements • Note that some codes appear in Row 1 and Column A. Delete Row 1 and Column A. • Your spreadsheet now looks like the next slide, and you can save and use as you like.

  10. Query Quirks • Query Quirks – • response to prompts • Rerun • Wildcards in PS • How to export to Excel and print

  11. Rerun, notice record count

  12. Trees • Key aspect of PeopleSoft • Hierarchical representation of data • PeopleSoft bases security on trees

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