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)
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.
Space is limited, so reservations are required for this course. Please sign up on the CITS Workshops page: click the [sign up] link for "PeopleSoft Finance 8.9 - eProcurment for End Users" and follow the instructions to reserve a seat.
Contact Louise Boudreau, lboudreau@umassd.edu, to inquire about eProcurement for End Users 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 Reallocations training.
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 - 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
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
Last Updated On: 1/30/08
