PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 Course Overview

To ensure that participants can successfully engage with and benefit from the PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 course, the following minimum prerequisites are recommended:

• Basic understanding of accounting principles and financial operations within an organization.
• Familiarity with the navigation and functionality of PeopleSoft applications, preferably PeopleSoft Financials.
• Experience with using spreadsheet software such as Microsoft Excel for financial data analysis and reporting.
• Comfort with basic computer operation, as well as accessing and using web-based applications.
• Ability to comprehend and apply business process concepts within a software environment.
• Some prior exposure to ERP (Enterprise Resource Planning) systems could be beneficial but is not mandatory.

Please note that these prerequisites are designed to establish a foundation that will help participants to more effectively absorb the course content. They are not intended to be barriers to entry but rather to ensure a productive and enriching learning experience for all attendees.

Target Audience for PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2

The PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 course is designed for professionals managing financial data in PeopleSoft systems.

• Financial Analysts
• Accountants
• PeopleSoft Administrators/Developers
• Financial Systems Managers
• ERP Consultants
• IT Professionals working with financial systems
• Business Intelligence Specialists
• Database Managers who oversee financial data
• Compliance and Audit Officers dealing with financial reporting
• Project Managers implementing PeopleSoft Financials
• Functional Consultants specializing in finance modules

Learning Objectives - What you will Learn in this PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2?

Introduction to the Course's Learning Outcomes and Concepts:

Explore the essential functions of PeopleSoft General Ledger 9.2, including ledger structures, journal processing, integration points, and financial reporting to optimize financial management.

Learning Objectives and Outcomes:

• Understand the PeopleSoft General Ledger table structure and identify its key components for effective financial management.
• Gain insight into the high-level implementation steps involved in setting up PeopleSoft General Ledger.
• Learn to establish and configure General Ledger Business Units and apply TableSet sharing principles.
• Set up General Ledger installation options, account types, and user preferences to align with organizational requirements.
• Define and manage ChartFields and their attributes, ensuring proper linkage and security within the financial system.
• Create and modify PeopleSoft Trees using Tree Manager to streamline reporting and organizational hierarchies.
• Prepare for efficient journal processing by maintaining accounting periods, defining templates, and enabling audit logs.
• Implement ChartField Combination Editing to enforce accounting rules and maintain data integrity.
• Process General Ledger data, including journal entry posting, editing, and status review for accurate financial reporting.
• Maximize General Ledger processing by utilizing statistical methods, GL WorkCenter, dashboards, and automation tools for enhanced performance.

This list captures the core learning objectives and outcomes of the PeopleSoft General Ledger Foundation Accel Rel 9.2 Ed 2 course, providing a comprehensive foundation for managing financial data within the PeopleSoft environment.