PeopleSoft Commitment Control Certification Training Course Overview

PeopleSoft Commitment Control training course is designed to learn how to implement Commitment Control among various PeopleSoft applications, handle exceptions and control transactions for authorized budgets. In this training class, you will learn about the fundamental components of a PeopleSoft Commitment Control implementation.

Target Audience:

  • End User
  • Implementer

PeopleSoft Commitment Control (24 Hours) Download Course Contents

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12 PM

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Course Modules

Module 1:Business Process Overview
  • Describing the Scope of PeopleSoft Commitment Contro
  • Describing PeopleSoft Commitment Control Terminology
  • Describing PeopleSoft Commitment Control Features and Functions
  • Describing the PeopleSoft Commitment Control Implementation Lifecycle
Module 2:Setting Up PeopleSoft Commitment Control
  • Setting Up Commitment Control Options
  • Describing the PeopleSoft Commitment Control Infrastructure
  • Setting Up Commitment Control Ledgers
  • Copying Budget Definition Setup
  • Setting Up Commitment Control Budget Periods and Translation Trees
  • Setting Up Commitment Control Budget Budget Rules and Attributes
  • Applying Commitment Contol Ledger Groups to a GL Business Unit
  • Establishing Associated Expenditure and Revenue Budgets
Module 3:Setting Up Commitment Control Security
  • Describing the Commitment Control Security Setup Steps
  • Identifying the Commitment Control Security ChartField Values
  • Setting Up Security Events
  • Setting Up Security Event Rules
  • Configuring Security Rules for Users
  • Applying Commitment Contol Security to your PeopleSoft System
  • Securing ChartFields
Module 4:Preparing Commitment Control Budgets
  • Describing the Budget Preparation Process
  • Creating a Commitment Control Budget
  • Creating Budget Journals from a Flat File
  • Performing a Budget Transfer
  • Managing Your Budget
  • Analyzing Your Budget
Module 5: Managing Budget Checking and Exception Processing
  • Describing the Budget Checking Process
  • Identifying PeopleSoft Commitment Control Source Transactions
  • Running the Budget Checking Process in PeopleSoft General Ledger
  • Evaluating Budget Checking Statuses
  • Managing Budget Exceptions
Module 6:Managing the Procure-to-Pay Lifecycle Using PeopleSoft Commitment Control
  • Describing the Procure-to-Pay Lifecycle Using Commitment Control
  • Defining Journal Classes, Sources and SpeedTypes
  • Preparing a Requisition
  • Managing the Pre-encumbrance Ledger
  • Preparing a Purchase Order
  • Managing the Encumbrance Ledger
  • Preparing a Voucher
  • Managing the Expenditure Ledger
Module 7:Managing Project Budgets Using Commitment Control
  • Describing the Relationship between PeopleSoft Project Costing and Commitment Contro
  • Describing the Structure of a Project
  • Setting Up a Project
  • Setting Up a Project Budget
  • Creating Project Budget Journals
  • Evaluating Project Transactions
  • Using Funding Source Control
Module 8:Managing Expense Budgets Using Commitment Control
  • Budget Checking Expense Transactions
  • Reviewing Travel Authorization Budget Exceptions
  • Reviewing Expense Report Budget Exceptions
  • Rolling Over Travel Expense Authorization Encumbrances
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Course Prerequisites
  • Basic Computer Knowledge.
  • Configure the system for Commitment Control
  • Define and manage control budgets
  • Create control budgets within various applications
  • Perform budget checking for a variety of source transactions
  • Manage budget alerts and exceptions
  • Perform budget closing

FAQ's


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