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PeopleSoft FMS 8.8 Documentation

 

Printing Instructions

 

End User training guides for PeopleSoft 8.8 FMS can be downloaded and printed locally.

Most of the online student manuals are created so that each chapter is a separate file. For the fastest print results :

  1. Create an individual folder on your desktop for each course you plan to download.
  2. Right-click on the hyperlinks for each chapter of your selected course and:
    a.   Choose "Save target as..." for Internet Explorer OR "Save link as..." for Netscape.
    b.   Save each file into the desktop folder you have created for that course.
  3. After you have downloaded all the course files, open the desktop folder for that course.
  4. Highlight all of the files in the folder.  (The Adobe PDF format documents are named so that they will appear in the proper printing order if sorted by name in your folder.)
  5. From the menu, select File / Print.

Quick Links:

 

Additional Resources

FMS Data Dictionary - Identifies where data resides in the PeopleSoft FMS database. Useful for adhoc report writers.

 

Vendor Request Instructions

Supplier Vendors

Employee Vendors

Consultant Vendors

Resident Vendors

Student Vendors

 

Course Documentation

 

Accounts Payable for End Users (v. 8.8)
Prerequisite: Financials Overview
Intended for users who enter RIs (request for issuance of check) and IVs (inter-institutional vouchers).  It includes how to view, add or change vendor information, enter vouchers, inquire on Payables information, and run AP reports.

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Table of Contents

Before you begin

Chapter 1: Introducing PeopleSoft Accounts Payable

Chapter 2: Reviewing Vendor Information

Chapter 3: Entering Voucher Information

Chapter 4: Maintaining Voucher Information

Chapter 5: Performing Payables Inquiries

Chapter 6: Running Reports

Appendix A

Appendix B

Appendix C

Appendix D
Vendor Handouts

Student Vendors

Supplier Vendors

 

Accounts Receivable (v. 8.8)
Prerequisite: Financial Overview
Intended for users who need to efficiently process the transactions that affect customer account balances.  It includes the key components of Accounts Receivable and how to review customer information, enter/process Receivables items and deposits, apply payments, pass Receivables information to General Ledger, maintain items, and generate customer correspondence.

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Table of Contents
Before you begin
Chapter 1: Introducing PeopleSoft Accounts Receivable
Chapter 2: Reviewing Customer Information
Chapter 3: Processing External Receivables
Chapter 4: Entering Payments
Chapter 5: Applying Payments
Chapter 6: Processing Miscellaneous Cash Receipts
Chapter 7: Reviewing Deposit and Payment Information
Chapter 8: Maintaining Receivables
Chapter 9: Receivables Account Inquiries
Chapte 10: Generating Dunning Letters
Appendix A

 

Billing (v. 8.8)
Prerequisite: Financial Overview
Intended for users who need a thorough understanding of non-patient billing entry activities, such as external billing and contractual billing.  It includes the key components of PeopleSoft Billing (BI) and how to identify the customer attributes used for invoice generation, enter bills, generate customer invoices, create adjustments, pass pending item information to PeopleSoft Accounts Receivable, and pass accounting information to PeopleSoft General Ledger.  Users who need both the Billing and the Accounts Receivable for Processors courses should attend Billing first.

Billing Quick Reference Guide
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Table of Contents
Before you begin
Chapter 1: Introducing PeopleSoft Billing
Chapter 2: Reviewing Customer Information
Chapter 3: Entering Standard Bills
Chapter 4: Reviewing Bill Process Status
Chapter 5: Entering Installment Bills
Chapter 6: Entering Recurring Bills
Chapter 7: Locating Bills
Chapter 8: Reviewing Billing Information
Chapter 9: Adjusting Bills
Chapter 10: Billing Utilities
Chapter 11: Reporting inBilling
Appendix A

 

eProcurement (v. 8.8)
Prerequisite: Financial Overview
Intended for users who enter requisitions and orders for goods and services.   It includes how to create catalog, special, direct connect, and internal services requisitions, approve and budget check requisitions, receive items, return items to vendors, create change orders, use and reconcile procurement cards, and run eProcurement reports.

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Table of Contents
Before you begin
Chapter 1: Introducing PeopleSoft eProcurement
Chapter 2: Creating a Catalog Requisition
Chapter 3: Creating a Direct Connect Requisition
Chapter 4: Approving Requsitions
Chapter 5: Receiving Items
Chapter 6: Returning Items to Vendor
Chapter 7: Creating a Special Request Requisition
Chapter 8: Creating a Point of Sale Requisition
Chapter 9: Creating Internal Services Requisitions
Chapter 10: Modifying Purchase Orders
Chapter 11: Performing P-Card Reconciliation
Chapter 12: Inquiring and Reporting in eProcurement
Appendix A

 

Financials Overview (v. 8.8)
Prerequisite: None

Intended for all current users.  It includes basic PeopleSoft 8.8 navigation, an overview of the Financials applications being implemented, basic PS concepts such as business units, ledger groups, ChartFields, and trees, and standard PeopleSoft reports.

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Table of Contents
Before you begin
Chapter 1: PeopleSoft Navigation
Chapter 2: Introducing PeopleSoft FMS
Chapter 3: Running Reports
Appendix A

 

General Ledger for End Users (v. 8.8)
Prerequisite: Financial Overview
Intended for users who create journals, budget adjustments and budget transfers.  It includes the basic General Ledger (GL) application structure and how to make budget adjustments and transfers, create/copy/correct journals, edit and budget check your journals, run GL reports, and inquire on GL information.

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Table of Contents
Before you begin
Chapter 1: Introducing PeopleSoft General Ledger
Chapter 2: Maintaining Commitment Control Budgets
Chapter 3: Entering GL Journals
Chapter 4: Maintaining Journals
Chapter 5: Entering Inquiries
Chapter 6: Running General Ledger Reports
Appendix A

 

Miscellaneous Cash (v. 8.8)
Prerequisite: Financial Overview
Intended only for users who input cash receipt transactions (CRs) for gifts, non-contract billings and CMEs. If you enter cash for or work with contract billings you need to attend the Accounts Receivables class.  The Accounts Receivable class includes the cash information .  Miscellaneous Cash includes an overview of the PeopleSoft cash receipts function, entering and balancing cash receipts, an overview of inquiries to review past cash entries, posting the accounting information for the cash receipts to the ledger, and relevant reports for miscellaneous cash.

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Table of Contents
Before you begin
Chapter 1: Introducing PeopleSoft Miscellaneous Cash
Chapter 2: Processing Cash Receipts
Chapter 3: Recievables Inquiries
Chapter 4: Reporting
Workbook Cover
Workbook

 

Query Manager (v. 8.8)
Prerequisite: Financial Overview
Intended for users who need to create adhoc FMS reports.  It includes an overview of the PeopleSoft 8.8 Query Manager reporting tool and how to run public queries, build basic queries, format and sort fields, add criteria to your query, build prompts, join related tables, and join non-related tables.

You do not need to enroll in this class if you currently have security access to PeopleSoft HRMS Query Manager.

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Table of Contents
Before you begin
Chapter 1: Introducing the Query Manager
Chapter 2: Working with Public Queries
Chapter 3: Building New Queries
Chapter 4: Entering Selection Criteria
Chapter 5: Joining Records
Appendix A
Appendix B
Appendix C

 

Travel for End Users (v. 8.8)
Prerequisite: Financial Overview, eProcument, Accounts Payable for End Users
Intended for users who enter travel transactions, such as TA, TO, and TC, as well as MO transactions for consultants (independent contractors). It includes how to enter travel/consultant  requisitions, set up travel information, inquire on travel, run travel reports, and enter and maintain voucher information.

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Table of Contents
Before you begin
Chapter 1: Introducing Travel
Chapter 2: Inquiring on Travel
Chapter 3: Entering Travel/Consultant Requisitions
Chapter 4: Updating UT Travel Data
Chapter 5: Modifying Purchase Orders
Chapter 6: Entering PO Vouchers
Chapter 7: Running Travel Reports
Appendix A
Vendor Handouts
Employee Vendors
Consultant Vendors
Resident Vendors

 

UTH Budget for End Users
Prerequisite: HRMS Overview, Financial Overview
Intended for users who prepare/input their department annual operating budgets. Includes key budget processes and how to enter line item and position budget data. Modifying existing budgets is NOT included (see PS FMS General Ledger for End  Users course).

Introducing PeopleSoft UTH Budgets (revised 02/21/2008)

PowerPoint Presentation (02/19/2008)

 

 
 

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