The PS/nVision for GL Reporting Foundation course covers how to use the functionality available in Peoplesoft Enterprise FMS. Learn how to setup and use General Ledger, and then plan, develop and create nVision layouts. You will also learn to use variables and labels, nPlosion, drilldown, scopes and query criteria in matrix and tabular layouts. Learn how to run PS/nVision on the web and personalize PS/nVision. In addition to typical report creation that extracts information from ledger and other application-based tables, learn how to extract information from summary ledgers. Find out how to create multiple reports using scopes. Set up Drilldown or nPlosion to view more detailed information in a report. Learn about using PS/nVision on the web and running different reports using report books. Learn To: * Set up and use General Ledger * Plan, develop, and create nVision layouts * Run PS/nVision on the web * Create basic and more advanced reports

Target Audience
Functional Implementer

Key Topics

• Technology Overview
• - Describing PS/nVision
• - Describing PeopleSoft Reporting Tools
• Creating the General Ledger Structure
• - Describing the Basic Elements of PeopleSoft General Ledger
• - Describing the Implementation Steps for PeopleSoft General Ledger
• - Describing the PeopleSoft General Ledger Table Structure
• - Describing the Integration Points between PeopleSoft General Ledger and Other
• - Establishing General Ledger Business Units
• - Applying General Ledger Tableset Sharing
• - Describing How to Find Related Information in PeopleBooks
• Setting Installation Options and Common Definitions
• - Setting Installation Options
• - Establishing User Preferences
• - Establishing Account Types
• - Creating Calendars
• - Defining ChartFields and ChartField Values
• Setting up and Processing General Ledger
• - Defining Ledger Templates, Ledgers and Ledger Groups
• - Associating Ledgers with a Business Unit
• - Maintaining Accounting Periods
• - Describing the Journal Process Flow
• - Processing PeopleSoft General Ledger Data
• - Reviewing Journals and Determining their Status
• - Editing and Posting Journals
• Preparing for PS/nVision Reporting
• - Describing the Ledger Table
• - Describing TimeSpans
• - Describing the Impact of Accounting Periods
• - Describing Trees
• Developing PS/nVision Reports
• - Describing PS/nVision Components
• - Describing PS/nVision Report Creation Steps
• - Planning the PS/nVision Layout
• - Building the PS/nVision Layout
• - Defining and Running Report Requests
• Building PS/nVision Reports with Variables and Labels
• - Setting Up PS/nVision Variables
• - Combining Text with PS/nVision Variables
• - Using the Text Function
• - Using Variables on the Report Request
• - Setting Up Date and Time Stamps
• - Setting Up Report Labels
• Using nPlosion
• - Defining nPlosion
• - Using nPlosion Features
• - Copying Formulas
• - Using nPlosion Variables
• - Setting Up Advanced nPlosion Options
• Using Scopes and Scope Variables
• - Defining Scopes
• - Setting Up Scope Variables
• - Combining PS/nVision Scope Variables
• - Defining the Scope Descriptive Field Variable
• - Using Scopes with Multiple Fields
• Implementing Summary Ledgers\
• - Analyzing Summary Ledger Requirements
• - Setting Up Summary Ledgers
• - Running Summary Ledgers
• - Describing Detail Versus Summary Ledger Reporting
• - Defining Summary Trees
• - Using Summary Trees in nVision Layouts
• - Translating Summary Ledgers to Detail
• Using DrillDown
• - Defining DrillDown Options
• - Using DrillDown
• - Using Tabular Queries
• Using Query Criteria in Matrix Layouts
• - Setting Up Query Criteria in a Matrix Layout
• - Using AutoDrill
• Using Query Criteria in Tabular Layouts
• - Defining Queries for Tabular Layouts
• - Creating Tabular Layouts
• - Combining Tabular and Matrix Layouts
• Using PS/nVision on the Web
• - Defining and Running Report Requests on the Web
• - Using DrillDown on the Web
• - Defining Scopes on the Web
• - Defining Report Books on the Web

Objectives

• Describe PS/nVision and the General Ledger Structure
• Set up and process PeopleSoft General Ledger
• Develop and Build PS/nVision reports
• Process PS/nVision reports

Required Skills/Experience

• ntro to PS for FMS and SCM Rel 8.8

Fee: $3,750.00

Course Schedule:
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Austin

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Charlotte

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Columbia

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Hunt Valley

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Lansing

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Madison

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Milwaukee

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Minneapolis

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Oak Brook

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Oklahoma City

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Phoenix

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Raleigh

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San Antonio

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Schaumburg

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Tulsa

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Washington DC

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