Arnav
Author Archives: Arnav
Arnav
PeopleSoft Billing – Overview
The PeopleSoft Billing Module is used for generating customer invoices for the goods or services sold by an organization. You can create manual invoices or get data from various other modules to create customer invoices. PeopleSoft provides number of batch processes that can be used to automate the entire invoicing process. One of the most […]
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Create General Ledger Business Unit using PeopleSoft Fluid
PeopleSoft FSCM 9.2 delivers an interesting feature for General Ledger Business Unit (GLBU) Management in Image 19. It requires PeopleTools 8.55 to access the functionality. What is GLBU (General Ledger Business Unit) management in PeopleSoft ? GLBU management is a tile under Finance and Accounting Homepage. Users can easily copy, edit and add new GLBU […]
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New Fluid Page for Simplified Journal Entry in FSCM Image 29
In new release for FSCM Image 29, PeopleSoft added a new feature in General Ledger to simplify online manual journal entry process. It is a new fluid page well organized to enter a journal, edit and post. We can also search and review any existing journal from Simplified Journal page. Fluid Journal Entry provides a […]
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How to use Join in PSQuery
Whenever you need to get data from 2 tables, you can use join on those tables using PSQuery. Joins retrieve data from more than one table, presenting the data as if it came from one table. PSQuery links the tables, based on common columns, and links the rows on the two tables by common values in […]
Continue readingHow to use Trees as filter criteria in PS Query?
There can be scenario where you want to filter your PS Query results based on a Tree node. There is an option “in tree” in the criteria condition that can be used to select a tree or a specific node of a tree to filter out data based on this criteria. In this video you […]
Continue readingHow to schedule a PeopleSoft PS Query?
PS Query is an important tool to get information from PeopleSoft tables. Mostly users run PS Query directly from Query Manager to get the output. But you can also schedule any PS Query to setup one or more runs of a query. Recurrence can be set to run query on daily, weekly, monthly basis or […]
Continue readingPeopleSoft Sourcing – Approval Workflow Setup
PeopleSoft Strategic Sourcing uses the Approval Workflow Engine to define approvals for events and sourcing plans. To turn on approval process for any business unit, we can use “Event Approval” process. If a newly posted event does not fall under a business unit with active approval, no approval process will be run for that event. […]
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What is ChartField Combination Edit
Chartfield Combination Edit is a PeopleSoft delivered feature to set and enforce criteria for filtering out unwanted journal entry lines to ledgers based on combinations of ChartFields and their values. We can populate valid combinations in table COMBO_DATA_TBL and mandate to check all Manual Journals against these combinations. It can be done with two methods: Create […]
Continue readingChartField Request and Approval
In PeopleSoft FSCM, ‘ChartField Request’ page gives an option to request any additions or modifications of the ChartField values and to submit them for approval. Once approved, the process saves the new ChartField value to the corresponding base tables. Chartfield Request and Approval option will provide an effective and efficient way of managing ChartField. It’ll […]
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Creating a New PeopleSoft Account Tree
What is PeopleSoft Tree? A Tree is a hierarchical presentation of any Chartfield that can be further use for the purpose of summarization of data and reporting. We can utilize trees in the system to define rules, security, reporting and Chartfield combination editing. Whenever we apply any rule on summary Tree level that will be […]
Continue readingPeopleSoft WorkCenter Introduction
Prior to PeopleSoft 9.2 application release, users had to navigate through several pages in order to complete their everyday activities. Activities like entering data, resolving exceptions, running processes, reports, queries etc. involve a lot of decision-making. Decision makers had to “click” through numerous menu selections or save shortcuts (customize menu) to access data while making […]
Continue readingProcessing in PeopleSoft FSCM
In order to have a good understanding of PeopleSoft finance, you must learn how accounting entries are created and processing is done. There are several processes and terms that you need to be familiar with to get a better grasp of PeopleSoft FSCM module. In this post you will learn about accounting entry creation and processing in PeopleSoft […]
Continue readingJournal Processing in PeopleSoft General Ledger
What are Journal Entries? Any financial transactions in PeopleSoft General Ledger are recorded in the form of Journal Entries. They have the following features: Consist of header and lines Follow double entry system i.e. they have debits and credits Journals must be balanced i.e. debit equal to credit Journal header is saved in Jrnl_Header table Journal lines […]
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