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PeopleSoft FMS 8.8 Course Descriptions
Our current courses are designed to acquaint new users with the PeopleSoft FMS 8.8 system. The class list below provides course descriptions, course length, prerequisites, and links to the table of contents. Please logon to the TRC for specific class dates, times, and locations.
How to Determine What Classes You Should Take:
1. Read the course description to see if the intended audience and topics apply to your job role.
2. If the course description does not give you sufficient information, read the table of contents for more details.
3. Work with your supervisor to review the course information and identify the course(s) you need to take.
For more information Click Here for a flash tutorial.
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Accounts Payable for End Users (7 hours)
Prerequisite: Financials Overview
Intended for users who enter RIs (request for issuance of check) and IVs (inter-institutional vouchers). It includes how to view vendor information, enter vouchers, inquire in Payables information, and run AP reports. |
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Accounts Receivable (7 hours)
Prerequisite: Financials 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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Billing End Users (7 hours)
Prerequisite: Financials 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. |
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eProcurement (11 hours)
Prerequisite: Financials Overview
Intended for users who enter requisitions and orders for goods and services (RQ, MO, PO, SO, etc.) 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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Financials Overview (3.5 hours)
Prerequisite: None
Intended for all new FMS 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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General Ledger for End Users (7 hours)
Prerequisite: Financials Overview
Intended for users who create journal entries, budget adjustments and budget transfers (BMs). 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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Miscellaneous Cash Receipts (3.5 hours)
Prerequisite: Financials Overview
Intended 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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Travel for End Users (8 hours)
Prerequisite: Financials Overview, eProcurement; Accounts Payable for End Users
Intended for users who enter travel and miscellaneous order transactions (TA, TO, TE, MO), for employees and 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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UTH Budgets for End Users (3 hours) (Only available in Feb and March)
Prerequisite: HRMS Overview; Financials 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). |
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8.8 Query Manager (7 hours)
Prerequisite: Financials 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.
NOTE: You are not required to enroll in this class if you currently have security access to PeopleSoft HRMS Query Manager. |
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