People Soft Financials 8.4 Basic Training – Optional Slides

Revised 6/25/03

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Additional slides

A little beyond BasicBudget JournalsLAM Distributions & ObligationsMonthly statementsQuery Quirks

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Budget Journal

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Budget Journal

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Budget Journal

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Look up LAM Distributions

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Look up LAM Obligations

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“Push” Monthly Statements

Note that this has opened an Excel window within the web browser.

To copy the report to an Excel file:Right click on the grey box in the upper left-

hand corner of the spreadsheet and select “copy”

Open Excel, go to cell A1 of a new spreadsheet, right click and select paste

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“Push” Monthly Statements

Note that some codes appear in Row 1 and Column A. Delete Row 1 and Column A.

Your spreadsheet now looks like the next slide, and you can save and use as you like.

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Query Quirks

Query Quirks – response to prompts Rerun

Wildcards in PS

How to export to Excel and print

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Rerun, notice record count

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•Key aspect of PeopleSoft

•Hierarchical representation of data

•PeopleSoft bases security on trees

Trees

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