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8/8/2019 PS Reference http://slidepdf.com/reader/full/ps-reference 1/17  City of Kansas City, Missouri PeopleSoft Financials Implementation End-User Training Course Catalog City of Kansas City, MO P EOPLE S OFT F INANCIALS E ND -U SER T RAINING C OURSE C ATALOG http://central/project.nsf/web/crewtraining
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    City of Kansas City, Missouri

    PeopleSoft Financials Implementation End-User Training Course Catalog

    City of Kansas City, MO

    PEOPLESOFT FINANCIALSEND-USER TRAININGCOURSE CATALOG

    http://central/project.nsf/web/crewtraining

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    Welcome to PeopleSoft!

    In 2004, the City of Kansas City, MO is implementing new and up-to-date software systems to manage

    our Financial and Human Resources requirements. A crucial step in making this transition successful is

    training City employees on how to conduct business in this new web-based environment.

    The KC-CREW Training Team has been working hard to gather information and develop curriculum

    materials that will prepare you, the end-user, to do your jobs using the new PeopleSoft programs. I am

    proud to present to you a product of this effort, the catalog of courses for the PeopleSoft Financial

    Modules.

    This catalog includes descriptions of all the courses that will be offered to train City employees on the use

    of the new Financial software, including who should attend, the length of classes and prerequisites, if

    applicable. You can also find additional information about each course, including lists of specific topics to

    be covered, online at the KC-CREW intranet website under Training.

    All of the courses will be taught by instructors who are familiar with both the Citys current financial

    practices and the new software. In these classes, you will use hands-on exercises to learn how to

    conduct financial activities in the PeopleSoft environment. You will also receive a manual for each class.

    Please refer to this catalog when deciding what courses will be appropriate for you to take, based on your

    current job responsibilities and what you will need to be able to do when the Financial software goes liveon May 3, 2004. Be sure to discuss this with your supervisor. Then use the Employee Enrollment Packet

    which lists the PS Financial Class Schedule to select your class(es) by date and location and register for

    them through your KC-CREW department liaison. End-user Financial classes will begin in mid-March.

    For the most up-to-date information about the Financial training and the Human Resources software

    training that will follow soon after, be sure to visit the KC-CREW website on the Citys Intranet.

    http://central/project.nsf/web/crewtraining

    Debra Connor Kathy ClowersManager, Education & Development Training CoordinatorHuman Resources Department MAXIMUS

    http://central/project.nsf/web/crewtraininghttp://central/project.nsf/web/crewtraining
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    TABLE OF CONTENTS

    ACCOUNTS PAYABLE................................................................................................................................ 1COURSE NUMBER 400..............................................................................................................................1

    Voucher Management ......................................................................................................................... 1

    ACCOUNTS RECEIVABLE.......................................................................................................................... 1

    COURSE NUMBER 700..............................................................................................................................1 Accounts Receivable ........................................................................................................................... 1

    ASSET MANAGEMENT ............................................................................................................................... 2

    COURSE NUMBER 301..............................................................................................................................2 Asset Transactions.............................................................................................................................. 2

    COURSE NUMBER 302..............................................................................................................................2 MANAGING ASSETS ................................................................................................................................. 2

    BUDGETS..................................................................................................................................................... 2

    BILLING........................................................................................................................................................ 3

    COURSE NUMBER 701..............................................................................................................................3 Billing .................................................................................................................................................... 3

    CASH RECEIPTING..................................................................................................................................... 3

    COURSE NUMBER 500..............................................................................................................................3 DEPOSITS IN PEOPLESOFT ....................................................................................................................... 3

    CONTRACTS FOR ACCOUNTS RECEIVABLE.........................................................................................4

    COURSE NUMBER 800..............................................................................................................................4 Contract Management......................................................................................................................... 4

    GENERAL LEDGER.....................................................................................................................................5

    COURSE NUMBER 900..............................................................................................................................5 General Ledger Introduction & Viewing Information ...................................................................... 5

    COURSE NUMBER 901..............................................................................................................................5 Journal Activities................................................................................................................................. 5

    COURSE NUMBER 902..............................................................................................................................6 General Ledger Maintenance.............................................................................................................. 6

    COURSE NUMBER 903..............................................................................................................................6 Advanced Journal Processing...........................................................................................................6

    COURSE CATALOG FINANCIALSDate: 3/1/2004 MAXIMUS, Inc. 2003. All Rights Reserved Page i

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    INVENTORY .................................................................................................................................................7

    COURSE NUMBER 107..............................................................................................................................7 Inventory ............................................................................................................................................... 7

    COURSE NUMBER 108..............................................................................................................................7 Storeroom Item Administration.......................................................................................................... 7

    PROJECTS & GRANTS...............................................................................................................................8

    COURSE NUMBER 600..............................................................................................................................8 Projects................................................................................................................................................. 8

    COURSE NUMBER 601..............................................................................................................................8 Grants ...................................................................................................................................................8

    COURSE NUMBER 100..............................................................................................................................9 Create & Process Requisitions using eProcurement ...................................................................... 9

    COURSE NUMBER 101..............................................................................................................................9 Requisition and PO Approval.............................................................................................................9

    COURSE NUMBER 102...............................................................................................................................10Strategic Sourcing............................................................................................................................. 10

    COURSE NUMBER 103............................................................................................................................10 Purchase Orders................................................................................................................................ 10

    COURSE NUMBER 104............................................................................................................................11 Receiving............................................................................................................................................ 11

    COURSE NUMBER 105............................................................................................................................11 Vendor Administration ......................................................................................................................11

    COURSE NUMBER 106............................................................................................................................12 Purchasing Contracts .......................................................................................................................12

    COURSE NUMBER 109............................................................................................................................12 Requistion Creation and Processing............................................................................................... 12

    ONLINE TUTORIALS...13

    COURSE CATALOG FINANCIALSDate: 3/1/2004 MAXIMUS, Inc. 2003. All Rights Reserved Page ii

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    ACCOUNTS PAYABLE

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 400Voucher Management 2 days None

    User Description

    COURSE NUMBER XXX

    During this course you will be introduced to the different

    procedures used to manage vouchers. Learn how to

    enter vouchers, match a voucher with purchasing and

    receiving documents, create journal vouchers,

    templates, adjustments, approvals, recurring contracts,

    perform budget checks and voucher posting. In

    addition, learn how to view voucher information using

    PeopleSoft drilldown capabilities.

    Recommended Users

    This course is recommended for end-users. Individuals who process Vouchers should attend.

    ACCOUNTS RECEIVABLE

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 700

    Accounts Receivable 2 days None

    This comprehensive course covers all aspects of the

    Accounts Receivable module. Learn how to enter and

    maintain your AR customer information, Receivables, apply

    payments, un-post payments, process AR interfaces,

    refunds, generate statements and run the Aging process.

    Produce your own dunning letters and calculate overdue

    charges. In addition, learn how to inquire (search and view)

    Accounts Receivable information and produce pertinent

    reports.

    Recommended Users

    This course is intended for end-users using PeopleSoft AR, Billing and/or Receivables Contracts.

    Individuals who process Accounts Receivable transactions and maintain AR information should attend.

    COURSE CATALOG FINANCIALS

    Date: 3/1/2004 MAXIMUS, Inc. 2004. All Rights Reserved 1

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    ASSET MANAGEMENT

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 301Asset Transactions 1 day None

    This course focuses on asset transactions used to

    maintain asset information in PeopleSoft, such as:

    adding owned or leased assets; reviewing open

    transactions, coping or adjusting assets; transferring,

    retiring or reinstating assets; and processing

    depreciation.

    Recommended Users

    This course is intended for users who process and maintain assets. It is recommended for departmental

    accounting personnel and management who maintain asset transactions.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 302

    1 day NoneMANAGING ASSETS

    This is a comprehensive course explaining the differentprocesses involved when you are managing your asset

    information within PeopleSoft. This course will include such

    topics as: Accounting entries for assets; entering service

    and repair details; integrating with Payables, Purchasing

    and Projects; using the transaction loader; planning for

    capital acquisition; reviewing asset activity; and standard

    asset reporting features.

    Recommended Users

    This course is intended for departmental personnel who manage asset transactions, including integrationfrom other modules.

    BUDGETSInformation about training in this area will be provided at a later date.

    COURSE CATALOG FINANCIALS

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    BILLING

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 701Billing

    1 day None

    This course focuses on maintaining customers billing

    information within PeopleSoft. Learn how to bill

    transactions, copy an existing bill, adjust a bill, generating

    invoices, and process billing information using an interface.

    How to inquire (view and search) on billing information and

    producing reports is also included.

    Recommended Users

    This course is intended for end-users. Individuals who process Billing transactions and maintain Billing

    records should attend.

    CASH RECEIPTING

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 500

    2 hours NoneDEPOSITS IN PEOPLESOFT

    Participants in this class will learn the procedures for

    creating a deposit in PeopleSoft, and how to run a

    query to review a list of unclaimed bank deposits.

    Recommended Users

    This course is intended for end-users who prepare cash receipts for posting to the Citys current system

    and will be performing this same task in PeopleSoft after go-live.

    COURSE CATALOG FINANCIALS

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    CONTRACTS FOR ACCOUNTS RECEIVABLE

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 800

    Contract Management 1 day None

    This course covers the essential elements for

    processing Contracts within PeopleSoft. Learn how to

    maintain contract data, manage billing plans, plan

    revenue recognition, manage milestones, integrate with

    PeopleSoft billing, and perform contract amendments.

    In addition, learn how to inquire (search and view)

    contract information and produce pertinent reports.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    COURSE CATALOG FINANCIALS

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    GENERAL LEDGER

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 900General Ledger Introduction &Viewing Information

    6 hours None

    This course is an introduction to the PeopleSoft

    General Ledger system and ChartFields. Learn how

    to inquire (search and view) general ledger activity

    and budget transactions. Discover how easy it is to

    extract information from you new system simply by

    running a report or query.

    Recommended Users

    This course is intended for end-users. Individuals who view reports and inquiries from the general ledger

    and budget should attend. It is recommended for managers, analysts, and accountants.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 901

    Journal Activities 1 Day Course #900

    This course emphasizes Journal Entry activities,

    including: editing, budget checking, approving, posting,

    copying and deleting. Resolve combination editing and

    budget checking exceptions; and preparing and

    processing budget transfers.

    Recommended Users

    This course is intended for end-users. Individuals who be processing Journal transactions in PeopleSoftshould attend.

    COURSE CATALOG FINANCIALS

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    General Ledger (Continued)

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 902

    This course provides employees with a clear

    understanding of General Ledger structure. Learn how to

    maintain User Preferences, ChartFields, Business Units,

    Ledgers, Calendars, and Combination Edit Rules.

    Procedures for monthly processing (opening and closing

    periods) and year-end processing (closing ledgers);

    maintaining budgets (including trees, definitions and

    activation) will also be included.

    1 days Course 900Course 901

    General Ledger Maintenance

    Recommended Users

    This course is intended for only those individuals who are responsible for General Ledger maintenance

    activities. It is recommended for accountants.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 903

    Advanced Journal Processing

    A continuation of courses 900 and 901, this course covers

    advanced journal entry processing, such as: Journals from

    sub-systems (i.e. Accounts Payable), reversing journals,

    un-posting journals, standard journals, statistic journals,

    spreadsheet journals and allocations. Class is concluded

    with learning how to make Budget Adjustments.

    1 days Course 900Course 901

    Recommended Users

    This course is for accountants who will be using advanced journal entry functions.

    COURSE CATALOG FINANCIALS

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    INVENTORY

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 107

    Inventory2 days None

    Learn how to manage your storeroom or warehouse

    inventory in PeopleSoft. This course includes:

    fulfilling inventory requests, receiving and putting

    away inventory items, completing inventory counts,

    transferring items, and handling general inventory

    inquiries.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 108

    Storeroom Item Administration 1 day None

    This course focuses on managing and creating inventory

    storeroom/warehouse items and the inventory attributes

    associated with those items in PeopleSoft. Learn how to

    identify the status of the item, assign replenishment levels,

    update item attributes, assign bin locations, and view

    inventory information.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    COURSE CATALOG FINANCIALS

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    PROJECTS & GRANTS

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 600

    Projects

    This course covers the fundamental procedures for

    project administration. Learn how to create a new project,

    maintain existing project information, analyze projects,

    integrate projects with other PeopleSoft functions, such

    as: purchasing, accounts payable, inventory, accounts

    receivable, general ledger, contracts & project pricing,

    time & labor, and assets.

    Recommended Users

    This course is intended for Project Managers, Project Administrators and Cost Accountants.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 601

    Grants

    This course covers the fundamental procedures forgrant administration including how to create a project

    proposal, view and apply transactions, establish

    awards, and bill grant information. Budgeting / funds

    management, booking revenue, and grant reporting will

    also be discussed.

    Recommended Users

    This is a pilot class which will be offered by invitation only to selected departments. Additional

    training classes will be available at later dates as needed.

    1 day 600

    1 day None

    COURSE CATALOG FINANCIALS

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    Purchasing

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 1001 day NoneCreate & Process Requisitions using

    eProcurement

    Learn how to create requisitions for ordering goods

    and services through a catalog or by a special

    request using the eProcurement module. Also

    included in this course: processes for maintaining,

    viewing, and canceling requisitions, followed by an

    introduction to standard reporting features.

    Recommended Users

    This is a pilot course.Attendees for this class will be selected by the KC Crew development team

    and will use eProcurement as their primary requisitioning tool.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 101

    This course is designed to provide students with an

    overall understanding of the logic and routing behind the

    Citys automated approval process. Employees will learn

    how to review and approve a requisition, or purchase

    order through their personal Worklist, or via an email

    notification.

    day NoneRequisition and PO Approval

    Recommended Users

    This course is intended for City staff involved in workflow approvals of requisitions and purchase orders in

    PeopleSoft.

    COURSE CATALOG FINANCIALS

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    Purchasing (Continued)

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 102

    Strategic Sourcing1 day None

    Learn to process bids and receive responses online via

    the internet. After attending this session you will be

    able to create events, enter bids and invite bidders,

    assign and evaluate bids using bid factor scoring, view

    bid responses, analyze events, award a contract and

    create a purchase order.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 103

    2 days NonePurchase Orders

    This course covers the essential elements for creating

    and maintaining purchase orders within PeopleSoft.

    Employees will learn how to create, budget check,

    approve, and dispatch a purchase order; receive and

    return orders to vendors; create change orders; view

    requisitions, quotes, and purchase order information;

    and the basic features for report preparation.

    Recommended Users

    This course is intended for Buyers and other City users that will be creating or updating purchase orders.

    COURSE CATALOG FINANCIALS

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    PURCHASING (CONTINUED)Course / Description Length Prerequisite(s)

    COURSE NUMBER 104Receiving

    Learn how to record receiving item transactions online

    as they are delivered. This course covers receiving,

    inspecting, rejecting, and returning items to vendors.

    Recommended Users

    This course is intended for City users that will be receiving orders on-line.

    Course / Description Length Prerequisite(s)COURSE NUMBER 105

    Vendor Administration

    This course is designed to teach employees how to

    maintain vendor information within the PeopleSoft

    system. Learn how to enter vendors for City approval

    to become suppliers, vendor updates/changes, record

    vendor conversations or complaints, and enter human

    relations information.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    day None

    day None

    COURSE CATALOG FINANCIALS

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    Purchasing (Continued)

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 106

    day NonePurchasing Contracts

    This course covers the fundamental procedures for

    contract administration. Learn how to create a new

    contract, maintain existing contract information and

    issue a contract release.

    Recommended Users

    This class will be offered by invitation only to selected departments who are implementing this

    function of PeopleSoft at the GO-LIVE date. Additional training classes will be available at later

    dates as needed.

    Course / Description Length Prerequisite(s)

    COURSE NUMBER 109

    Requistion Creation and Processing 1 day None

    Learn to create requisitions for ordering goods and

    services. Specify items, schedule due dates, andfunding information will be shown. Pre encumbrance /

    budget check, submitting requisitions for approval,

    changes, cancellations, inquires and printing are also

    included. This course is intended for end-users that will

    be creatin re uisitions on-line.

    Recommended Users

    This course is intended for end-users who will be entering purchase requests on-line.

    COURSE CATALOG FINANCIALS

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    ON-LINE TUTORIALS ON VIEWING INFORMATION INPEOPLESOFT

    A number of classes on how to view information in PeopleSoft Financial modules will be available in anon-line tutorial format only. Interested end-users can attend open forum events where the view functions

    will be demonstrated and then practice these viewing skills in on-line tutorials available at their desktop

    computers.

    The Open Forum events will be scheduled in Aprildates and locations to be announced. They will

    require no pre-registration. Online Tutorials in the following topics will be available starting in April 2004:

    ACCOUNTS PAYABLE: Viewing Voucher and Payment Information

    ACCOUNTS RECEIVABLE: Viewing Accounts Receivable Information

    ASSET MANAGEMENT: Viewing Assets Information

    BILLING: Viewing Billing Information

    CASH MANAGEMENT: Viewing Cash Receipting Information

    CONTRACTS: Viewing Contract Information

    PROJECTS & GRANTS: Collecting & Viewing PC/GM Costs

    PURCHASING: Viewing Requisitions, Quotes and Purchase Orders

    COURSE CATALOG FINANCIALS

    Date: 3/1/2004 MAXIMUS Inc 2004 All Rights Reserved 13