Professional Documents
Culture Documents
General Overview
Basic Navigation
General Ledger
Journal Entries Accounts Payable
PeopleSoft Financials V8.9 3
PS Financials Training Classes
eProcurement Requisitions – 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.
Basic Navigation
11
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).
12
Universal Navigation Header
Menu Pagelet
My Favorites link
Once you become familiar with Psoft you will be using Run
Controls to gather information for a range of criteria that
will generate a report of information.
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 an
inquiry on.
19
- DO NOT USE -
Browser Back Button
27