PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define...

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PeopleSoft User Group September 9, 2015

Transcript of PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define...

Page 1: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

PeopleSoft User Group

September 9, 2015

Page 2: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

User Group Agenda

• Updates to nVision reports • Council User Security Review• Budget process• Forecast ledger• Other Updates

Page 3: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Reports

• Recent changes for nVision Reports– Detail Statement of Financial Position All Funds

• (Report ID: DSFP) – Comparative Statement of Operations with Schedules

• (Report ID: CSOPS1)– Temporarily Restricted Funds –All Funds

• (Report ID: TRFUND)– nVision email setup

Page 4: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Detailed Statement of Financial Position – all funds

• (Report ID: DSFP)• Provides a detail view of all financial position accounts in one view

Page 5: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Detail Statement of Financial Position All Funds

Page 6: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Comparative Statement of Operations w/schedules

• (Report ID: CSOPS1)• Not an official report • Comparative Statement of Operations presentation with comparison to last year

• Includes – schedules to show income breakouts – tabs for Income & Expense graphs

Page 7: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Comparative Statement of Operations with Schedules

Page 8: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Comparative Statement of Operations with Schedules

Page 9: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Comparative Statement of Operations with Schedules

Page 10: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Comparative Statement of Operations with Schedules

Page 11: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Support and Revenue Chart

Page 12: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Expenses Chart

Page 13: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds Report

Page 14: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds Report

• (Report ID: TRFUND)

• Provides an all fund view of temporarily restricted balances for all three funds 

Page 15: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds

Page 16: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds

Page 17: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds

Page 18: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds

Page 19: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Temporarily Restricted Funds

Page 20: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision email setup

• Provide ability for email receiver to see what reports they are receiving

• Simple steps • Instructions are available on FID webpage www.scouting.org/financeimpact/

• Surf to PeopleSoft User Group site

Page 21: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line

• Define Report Request– Change Output Options Type to Email– For Scope Reports

• Click Scope and Delivery Templates• Select Scope• File Template ‐ %RTT%‐%SFV%‐%SFD%‐%ASD%.XLS• Email Template – Enter Email Address

– Non‐Scope Reports• Click Scope and Delivery Templates• File Template ‐ %RTT%‐%ASD%.XLS• Email Template – Enter Email Address

•

Page 22: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 23: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 24: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 25: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 26: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 27: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 28: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

nVision Report Information in Email Subject Line (Scope Report Example)

Page 29: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Council User Security Audit

• Monitor and maintain user security• Scout Executive will review and certify user security roles 

• The Member Care Contact Center will be notified via email if a Scout Executive removes a user’s security role

• Quarterly requirement, email reminder• Instructions were sent to Scout Executives and are available on FID webpage

Page 30: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Council Security Review Menu

Page 31: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports
Page 32: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports
Page 33: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports
Page 34: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports
Page 35: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

2016 Budget Preparation• Chapter 14 of the user guide• Recorded webinar on Finance Impact Site www.scouting.org/financeimpact

• Tools available – Recommended Queries to start process 

• LC_ACTUAL_SPREADSHEET_FIS_YR• LC_BUDGET_FISCAL_YR – the starting point for budget

– Recommended Report • Detail Budget Analysis – Scope 

– Run on 12‐31‐14– Provides current plus 2 years of history and budget 

Page 36: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

2016 Budget Preparation

• Build out your tree• Make “nodes” for each budget participant• Create two “scopes” for each “node”

– Summary (page 8‐21 in PeopleSoft User Guide)– Individual (page 8‐22) in PeopleSoft User Guide)

• Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Page 37: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Starting Your Budget

Page 38: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Actual Spreadsheet

Page 39: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Budget Report

Page 40: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

www.scouting.org/financeimpact

Page 41: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Forecast Ledger

• PeopleSoft is ledger based• Actuals, Budget, Forecast • Similar to budget ledger but used for future period forecasting

• Journal entries don’t need to be balanced• Can upload Forecast similar to Budget

Page 42: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Forecast Ledger

Page 43: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Forecast Ledger

• Two Reports Available– FCBDTLF1 – Forecast with Budget – Detail– FCBSUMF1 – Forecast with Budget ‐ Summary

Page 44: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

• Submitting JTE• Populate the Finance Facts database• This is not an automatic process• Part of the month‐end process• After making Audit Adjustments

Page 45: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

Page 46: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

Page 47: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

Page 48: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

Page 49: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Journey to Excellence Submission

• Using the “Refresh” button, wait until status is complete with “Success” in the Run Statuscolumn and “Posted” in the Distribution Status

• If this process completes with an “Error” in the Run Status, contact the Member Care Contact Center to report this condition.

Page 50: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

Member Care Contact Center

• Accounting calls currently have a “special” queue

• Three staff members rotate on calls– Please practice patience 

• Working to determine how calls will be handled in 2016 and beyond

Page 51: PeopleSoft User Group 20150909 - Individual (page 8‐22) in PeopleSoft User Guide) •Define report request and use email feature to send Detailed Budget Analysis‐Scope reports

For the Good of the Order

• User Guide• Best practices • Needs 


PeopleSoft User Group 20150708 - beascout.scouting.org · Complete this process for all 6 allocation steps by ... •Populate the Finance Facts database ... PeopleSoft User Group

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