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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

Interfacing external data with expenses


Now that we have familiarized ourselves with some of the important Expenses configurations, we'll now move to another important area. The Expenses module is capable of integrating with various external non-PeopleSoft entities to import data using delivered interface batch processes. In this section, we'll discuss two of the most widely used integrations: with credit card vendors and benchmark data organizations.

Importing credit card data

As we discussed earlier, organizations can utilize corporate cards to be used by employees. When the card vendor sends the statement for expense transactions, PeopleSoft can automatically load them into the Expenses module. Once loaded, employees can be notified of the pending charges. They can copy these transactions onto their expense reports. Finally, if so desired, the payment can be directly made to the card vendor.

PeopleSoft offers delivered integration with five different credit card vendors: American Express...

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