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  • Book Overview & Buying Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation
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Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

By : Ranjeet Yadav
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Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

4 (12)
By: Ranjeet Yadav

Overview of this book

PeopleSoft financial management applications have been recognized as a leading ERP product across a wide range of industries that helps organizations automate their accounting operations, cut costs, and streamline business processes. They offer industry leading solutions for organizations' global needs, however complex they may be. PeopleSoft Enterprise Financial Management 9.1 Implementation is probably the only learning resource for a novice practitioner, who may otherwise have to rely on thousands of pages of documentation for such a complex ERP system. This book covers all the crucial elements of PeopleSoft Financials—a business processes, configuration, and implementation guide. This is the ideal one-stop resource before entering the world of PeopleSoft implementation. Beginning with the fundamentals of a generic financial ERP system, this book moves on to basic PeopleSoft concepts and then dives into discussing the individual modules in detail. You will see how to leverage financial modules such as Billing, Accounts Receivable, Accounts Payable, Asset Management, Expenses, and General Ledger. Dedicated chapters discuss key PeopleSoft features such as application security and commitment control for budgeting. You will learn fundamental ERP concepts such as the chart of accounts, used by organizations for recording and reporting financial transactions, and how to implement them in PeopleSoft through chartfields, business units, and SetIDs.
Table of Contents (16 chapters)
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Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Understanding cash advance and expense report configurations


In order to use the cash advance and expense report features, we need to perform various setups. In this section, we'll familiarize ourselves with some of the most important configurations.

  • Maintaining employee profiles

  • Cash advance sources

  • Expense types

  • Location amounts

  • Per diem ranges

  • Per diem amounts

Maintaining employee profiles

The PeopleSoft Expenses module is intended to be used by an organization's employees to create expense reports and get their business expenses reimbursed. Therefore, it is important that the system maintains detailed information about all valid employees. We'll quickly look at two different methods of maintaining employee details in the Expenses module.

Manually updating employee data

This method is recommended when an organization does not use PeopleSoft HRMS applications.

Follow this navigation to maintain employee information:

Travel & Expenses | Manage Employee Information | Update Profile

The Employee...

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