- Finance 8.9 Production Login
- Finance 8.9 Reporting Login
- Finance 8.9 SUMMIT Reporting Login
- Finance 8.9 Job Aids
- Finance 8.9 Training
System Availability: The Finance 8.9 Production and Reporting Databases are available Monday through Thursday, 7:00 AM to 7:00 PM, and Friday, 7:00 AM to 5:00 PM. (more)
What's New?
- Expense Module training for processing Travel Authorizations, Expense Reports have been added (more)
- Everything you ever wanted to know about travel processing within the PeopleSoft Finance Expense
Module Q&A session (more) - SUMMIT Reporting for PeopleSoft 8.9 - Online training (more)
Training
Finance 8.9 - eProcurement for End Users
This hands-on course introduces eProcurement and focuses on entering requisitions and inquiring on requisitions and purchase orders. Prior to attending this training class, please complete the Finance 8.9 Upgrade Navigation Tutorial.
Contact Louise Boudreau, lboudreau@umassd.edu, to inquire about eProcurement for End Users training.
Finance 8.9 - Approving
Approvers are no longer required to attend a training class. The following job aids walk through the procedures related to approving:
Approving a Requisition via "Approve Requisitions" Search
Approving a Requisition via Worklist
Denying a Requisition
Inquiring on Requisition Approvals
Finance 8.9 - Receiving
This course focuses on entering and managing receipts for goods. Participants must attend the eProcurement for End Users class before attending the Receiving class.
Contact Louise Boudreau, lboudreau@umassd.edu, to inquire about Receiving training.
Finance 8.9 - Procard Reallocations
This course provides a three-step introduction to allocations: set up, run, and inquire.
Contact Louise Boudreau, lboudreau@umassd.edu, to inquire about Procard Reallocation training.
Finance 8.9 - Expense Module
Additional sessions have been added for PeopleSoft Finance 8.9--Employee Self-Service Travel and Expense Claims with the Expense Module for processing Travel Authorizations, Expense Reports for Travel, Quick Trips and Reimbursements.
Wednesday July 15, 2009 at 9:00am Library Basement Lab 008
Wednesday July 22, 2009 at 2:00pm Library Basement Lab 008
Thursday July 23, 2009 at 2:00pm Library Basement Lab 008
Please sign up on the CITS Workshops page: click the [sign up] link for "PeopleSoft Finance 8.9--Employee Self-Service Travel and Expense Claims" and follow the instructions to reserve a seat.
Contact Louise Boudreau, lboudreau@umassd.edu, to inquire about Travel and Expense Claims with the Expense Module training.
Finance 8.9 - Expense Module for processing Travel Authorizations, Expense Reports for Travel, Quick Trips and Reimbursements. Q&A sessions
For those who have already attended Expense Module training, we have scheduled Q & A Sessions to help you with everything you ever wanted to know about travel processing within the PeopleSoft Finance Expense Module. Louise Boudreau and Denise Boyer will be your guides.
Sessions will be held in LARTS(Group 1) Room 117 (sign up not required)
Tuesday July 7, 2009 at 10:00am
Thursday July 9, 2009 at 10:00am
Please contact :
Louise Boudreau ext 8085 or lboudreau@umassd.edu for training or system
concerns.
Denise Boyer ext. 8095 or dboyer@umassd.edu for policy or procedure
concerns.
Finance 8.9 - Running Finance 8.9 Reports
This course reviews the Finance 8.9 Reporting Center, which lists the reports available to run and the hyperlinks to other reporting features accessible from the page. This course walks through running the UMGL7045 Revenue & Expense Report and the UMGL7062 Revenue & Expense Detail Transaction Report. This course also provides time to ask questions about the new reporting features. Prior to attending this training class, new users are strongly encouraged to complete the Finance 8.9 Upgrade Navigation Tutorial and one of the Finance 8.9 Reporting Tutorials.
Note: This course was previously titled "Finance 8.9 - New Reporting/New Look."
Finance 8.9 - Understanding Your Finance Data
This course reviews how to read the Finance 8.9 reports, as well as other ways to inquire on Finance data. Prior to attending this training class, new users are strongly encouraged to complete the Finance 8.9 Upgrade Navigation Tutorial and one of the Finance 8.9 Reporting Tutorials.
Finance 8.9 Upgrade Navigation Tutorial
This Navigation Tutorial is designed to provide an overall understanding of basic navigation within the upgraded Finance system and the new Grants module. All users of the PeopleSoft Finance system should complete the Navigation Tutorial before attending any Finance upgrade or Grants implementation training class. The tutorial takes approximately 20-30 minutes to complete.
The online tutorial may be accessed directly in the following location:
http://inside.umassadmin.net/Training/tutorialfinnav.cfm
Finance 8.9 Reporting Tutorials
The Reporting Tutorials are designed to provide Finance and Grants Managers with an overall understanding of basic navigation specific to reporting within the General Ledger and Grants Modules of the Finance system. Each tutorial takes approximately 1 hour to complete.
The online Reporting Tutorials may be accessed directly in the following locations:
Grants: http://inside.umassadmin.net/Training/tutorialfinGARI.cfm
Finance: http://inside.umassadmin.net/Training/tutorialfinFARI.cfm
SUMMIT Reporting for PeopleSoft Finance 8.9
SUMMIT is now available to all PeopleSoft Finance users. SUMMIT is a new reporting tool which runs outside of PeopleSoft Finance, but it is based upon the PeopleSoft Finance 8.9 Reporting Database. Click the appropriate link to access the SUMMIT online tutorial.
Last Updated On: 6/26/09
