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Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

By : Ranjeet Yadav
4 (12)
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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
Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation
Credits
Credits
About the Author
About the Author
About the Reviewers
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About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
PeopleSoft Financials Fundamentals
PeopleSoft Financials Fundamentals
Understanding Chart of Accounts and chartfields
Understanding Business Units and SetID
Understanding accounting structure—Ledgers and Journals
Configuring banks
Understanding User Preferences
Understanding Setup Manager
Summary
2
PeopleSoft Security
PeopleSoft Security
Understanding user security
Understanding row-level security
Summary
3
PeopleSoft Billing Module
PeopleSoft Billing Module
Understanding the invoice lifecycle
Entering bill data
Understanding billing batch processes
Performing invoice adjustments
Deferred revenue processing and unbilled revenue accrual
Understanding important billing configurations
Summary
4
PeopleSoft Accounts Receivable Module
PeopleSoft Accounts Receivable Module
Understanding Accounts Receivable process flow
Understanding pending item accounting
Understanding pending item entry
Understanding item maintenance
Understanding aging
Receiving customer payments
Understanding payment application
Customer correspondence
Summary
5
PeopleSoft Asset Management Module
PeopleSoft Asset Management Module
Asset Management processes
Understanding important asset configurations
Capital acquisition plans
Adding new assets
Processing depreciation
Understanding asset adjustments
Understanding asset retirements
Creating accounting entries
Loading reporting tables
Reviewing open transactions
Summary
6
PeopleSoft Accounts Payable Module
PeopleSoft Accounts Payable Module
Understanding Accounts Payable process flow
Understanding Accounts Payable concepts
Understanding common configurations
Entering vouchers
Understanding matching
Posting vouchers
Maintaining vouchers
Processing payments
Withholding
Summary
7
PeopleSoft General Ledger Module
PeopleSoft General Ledger Module
Understanding journal processing
Understanding interim and year-end closing
Understanding allocations
Summary
8
PeopleSoft Expenses Module
PeopleSoft Expenses Module
Understanding expenses processes
Understanding cash advance and expense report configurations
Understanding expenses approvals
Interfacing external data with expenses
Creating cash advances
Processing expense reports
Summary
9
PeopleSoft Commitment Control
PeopleSoft Commitment Control
Understanding commitment control
Commitment control configurations
Entering and processing budgets
Handling commitment control exceptions
Summary
Index
Index

About the Reviewers

Tim Lin has 14 years' experience of functional and technical ERP systems implementation and support with PeopleSoft, JDE, Taleo, and Saba. He has been involved in all phases of systems delivery including project management, design, development, test, and production rollout and support. He has deep functional HR and Payroll knowledge coupled with strong technical and project management skills.

Tim has implemented complex, high volume HR, and Payroll systems for large Fortune 500 companies including Federal Express, Manpower International, and Fox Entertainment Group. He has been a consultant for 15 years, including six years with Accenture. Currently, he is a Director at Fox Entertainment Group.

Jennifer Sharp has international experience in both the functional and technical sides of I.T. She has worked in the aerospace, government, healthcare, hospitality, pharmaceutical, and retail industries; specifically as a Project Manager, System Administrator, Technical Writer, QA Tester, IS Analyst, and creating web-based training.

She has worked for the State of Indiana, Eli Lilly and Company, Eli Lilly UK, Lockheed Martin, and Orlando Health.

For further information, please visit her website at www.jennifersharponline.com.

I would like to thank Nathan, Logan, and Archer for their support and inspiration.

Retail-PeopleSoft Savoir-Faire, this term perfectly fits Sudharsan Srinivasaraghavan. Sudharsan has spent the last eight years with major retail giants of US, helping them to successfully transform business processes, implement new enterprise systems, and in upgrade of large PeopleSoft programs.

He is a Principal Consultant of Enterprise Solutions Practice at a leading Global Technology Services Company. He has close to two decade experience in managing and implementing various ERP applications. He is specialized in PeopleSoft (PS) Financials and Supply Chain Management applications though. Before entering the IT Consulting, he was leading the Accounts Payable, Asset Management, and Corporate Accounts team in a leading Construction Company of India for 6 years.

Sudharsan also presented a paper on PS Maintenance Management in Retail Industry at Oracle Annual Maintenance Summit 2010.

He has earned a Bachelor's degree in Commerce and Accounting, and he is also a Cost Accountant.

Sudharsan and his wife, Lakshmi, have a girl, Varsha. He loves to spend time with his kid.

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