Equations Engine Rel 9.2 Ed 3 Course Overview

Equations Engine Rel 9.2 Ed 3 Course Overview

The Equations Engine Rel 9.2 Ed 3 course is an in-depth training program designed to equip learners with the knowledge and skills necessary to effectively utilize the Equation Engine within PeopleSoft applications. This course covers the creation, editing, testing, and management of equations, which are pivotal in customizing business processes and rules.

In Module 1: Writing Equations using Equation Engine language constructs, learners will understand the Equation Engine's framework, grasp the core components of equations, handle variables, learn about keywords, operand types, operators, and how to manage tables, fields, and runtime errors. This foundational knowledge sets the stage for more advanced operations and troubleshooting.

Module 2 delves into practical aspects of working with equations, including copying, editing, and testing to ensure equations perform as intended. Module 3 focuses on the critical aspect of Equation Engine security, discussing security components, trees, and authorization levels to maintain data integrity and access control.

Modules 4 and 5 apply the Equation Engine to specific PeopleSoft applications such as Financial Aid and Student Financials, demonstrating how to select and view equations for various processes, including loan validation and financial packaging.

Lastly, Module 6 explores the use of the Equation Engine in Population Selection, allowing users to tailor the selection of data sets for specific business needs.

Overall, this course can significantly enhance the learner's ability to customize and optimize PeopleSoft processes using the Equation Engine, thereby improving efficiency and accuracy within an organization's operations.

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  • Live Training (Duration : 16 Hours)
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  • Live Training (Duration : 16 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure that participants are adequately prepared for the Equations Engine Rel 9.2 Ed 3 course, the following prerequisites are recommended:


  • Basic Understanding of PeopleSoft Applications:


    • Familiarity with the navigation and functionality of PeopleSoft applications, as the course is built upon the PeopleSoft platform.
  • Foundational Knowledge of PeopleSoft Financial Aid or Student Financials:


    • Prior knowledge or experience in PeopleSoft Financial Aid or Student Financials modules is beneficial, as the course covers the application of the Equation Engine within these specific areas.
  • Experience with Basic Programming Concepts:


    • Understanding of general programming logic, such as conditions, loops, variables, and functions, which will aid in comprehending the Equation Engine language constructs.
  • Familiarity with Database Concepts:


    • Knowledge of database tables, fields, and basic SQL (Structured Query Language) to understand how the Equation Engine interacts with the database.
  • Analytical Thinking Skills:


    • Ability to logically think through and analyze requirements and processes, which is essential for writing and testing equations effectively.
  • Attention to Detail:


    • Precision and careful consideration to detail are crucial when working with equations to ensure accuracy and prevent runtime errors.

These prerequisites are designed to provide a foundation upon which the course materials will build. They are not meant to be barriers to entry but rather to ensure a productive learning experience for all attendees. Individuals with the above skills are likely to benefit the most from the Equations Engine Rel 9.2 Ed 3 course.


Target Audience for Equations Engine Rel 9.2 Ed 3

The Equations Engine Rel 9.2 Ed 3 course is designed for IT professionals who work with financial and student systems.


  • Systems Analysts specializing in PeopleSoft solutions
  • PeopleSoft Financial Aid Administrators
  • PeopleSoft Student Financials Managers
  • Technical Consultants implementing PeopleSoft products
  • Database Administrators managing PeopleSoft environments
  • Software Developers writing custom PeopleSoft equations
  • IT Support Staff responsible for maintaining PeopleSoft systems
  • Financial Aid Officers in educational institutions
  • Higher Education Administrators dealing with student financial systems
  • Compliance Officers overseeing financial aid processes
  • PeopleSoft Security Administrators


Learning Objectives - What you will Learn in this Equations Engine Rel 9.2 Ed 3?

Introduction to Learning Outcomes

This course provides comprehensive knowledge on utilizing the Equation Engine in PeopleSoft applications, with a focus on Financial Aid and Student Financials equations, security, and testing.

Learning Objectives and Outcomes

  • Understand the Equation Engine process and its role within PeopleSoft.
  • Identify and use basic elements and constructs in writing effective equations.
  • Write, copy, and edit equations for specific PeopleSoft functionalities.
  • Distinguish between global and local variables and their appropriate uses.
  • Recognize and apply equation keywords, operand types, and operators correctly.
  • Navigate and utilize equation tables and fields to fetch and manipulate data.
  • Develop strategies for troubleshooting and resolving common equation runtime errors.
  • Comprehend the security components of the Equation Engine and implement secure equation access.
  • Apply knowledge of the Equation Engine in configuring and maintaining PeopleSoft Financial Aid processes.
  • Leverage Equation Engine capabilities to manage and view equations within PeopleSoft Student Financials and Population Selection modules.

Target Audience for Equations Engine Rel 9.2 Ed 3

The Equations Engine Rel 9.2 Ed 3 course is designed for IT professionals who work with financial and student systems.


  • Systems Analysts specializing in PeopleSoft solutions
  • PeopleSoft Financial Aid Administrators
  • PeopleSoft Student Financials Managers
  • Technical Consultants implementing PeopleSoft products
  • Database Administrators managing PeopleSoft environments
  • Software Developers writing custom PeopleSoft equations
  • IT Support Staff responsible for maintaining PeopleSoft systems
  • Financial Aid Officers in educational institutions
  • Higher Education Administrators dealing with student financial systems
  • Compliance Officers overseeing financial aid processes
  • PeopleSoft Security Administrators


Learning Objectives - What you will Learn in this Equations Engine Rel 9.2 Ed 3?

Introduction to Learning Outcomes

This course provides comprehensive knowledge on utilizing the Equation Engine in PeopleSoft applications, with a focus on Financial Aid and Student Financials equations, security, and testing.

Learning Objectives and Outcomes

  • Understand the Equation Engine process and its role within PeopleSoft.
  • Identify and use basic elements and constructs in writing effective equations.
  • Write, copy, and edit equations for specific PeopleSoft functionalities.
  • Distinguish between global and local variables and their appropriate uses.
  • Recognize and apply equation keywords, operand types, and operators correctly.
  • Navigate and utilize equation tables and fields to fetch and manipulate data.
  • Develop strategies for troubleshooting and resolving common equation runtime errors.
  • Comprehend the security components of the Equation Engine and implement secure equation access.
  • Apply knowledge of the Equation Engine in configuring and maintaining PeopleSoft Financial Aid processes.
  • Leverage Equation Engine capabilities to manage and view equations within PeopleSoft Student Financials and Population Selection modules.