PeopleSoft Financials 8.8 General Ledger Workshop
Thursday, January 24, 2008
LSU HEALTH CARE SERVICES DIVISION • 8550 UNITED PLAZA BLVD • SUITE 400 • BATON ROUGE, LOUISIANA 70809 • WWW.LSUHOSPITALS.ORG
General Ledger BasicsLogging on to PeopleSoft 8.8 Production
• Use the PeopleSoft 8 Launcher (Green Icon)
General Ledger BasicsLogging on to PeopleSoft 8.8 Production
• Make sure you’re in Financials and PS8 Financials Production (PS8FSPRD) for Processing Transactions
General Ledger BasicsLogging on to PeopleSoft 8.8 Production
• Please use PS8 Financials Report (PS8FSRPT) for Reports and Queries
General Ledger BasicsInsure that Reports has been Updated
• To check if PS8 Financials Report (PS8FSRPT) is current, pull up a journal that was posted the previous day
• The nightly process to refresh Financials Report is automated…. It sometimes fails.
• If you suspect that it has not been refreshed by 8:00 a.m. (Monday thru Friday), notify me immediately.
General Ledger BasicsLogging out of PeopleSoft and Citrix
• NEVER USE THE “X” to get out of a window.
General Ledger BasicsLogging out of PeopleSoft and Citrix
• Please use the commands (PeopleSoft):
File
Close
General Ledger BasicsLogging out of PeopleSoft and Citrix
• Please use these commands for Citrix:
Start
Log Off
Log Off
General Ledger BasicsChanging your NT Password
• Never change your password at PS Desktop or Database (Only on Your Regular Network Sign-on)
General Ledger BasicsChanging your NT Password
• Never change your password with more than one PS Desktop session open.
General Ledger BasicsChanging your NT Password
• If you experience strange nVision or query errors after changing your password, log off completely (Shut down your computer), wait a minute or two, then restart. If you are still experiencing difficulties, (See Clearing your User Cache….)
General Ledger BasicsClearing Your User Cache
• Select the PS8FSPRD (for 8.8 Production) and select Delete and then Close
General Ledger BasicsDay to Day Issues
• 4. Getting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT)
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
• Use the PeopleSoft 8 Launcher (Green Icon)
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier) PS8 Financials Report (PS8FSRPT)
Start
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
Yes
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
• Go back to the PS 8 Launcher (Green Icon)
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
• Use the Application Dropdown
PS nVision
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
• Use the Application Dropdown
Start
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
nVision
Welcome
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)
• Please see the HCSD Finance Web Site
• Most of the hints and processes have been attached to the Web Site with instructions and screen shots on these topics
General Ledger BasicsGetting to PeopleSoft 8.8 nVision (2-tier)
PS8 Financials Report (PS8FSRPT)http://www.lsuhospitals.org/finance/PS8Issues.htm
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
• Use the PeopleSoft 8 Launcher (Green Icon)
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
Start
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
• Go back to the PS 8 Launcher (Green Icon)
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
• Use the Application Dropdown
PS Query
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
• Use the Application Dropdown
Start
General Ledger BasicsGetting to PeopleSoft 8.8 Query (2-tier) PS8
Financials Report (PS8FSRPT)
Query
Main Screen
General Ledger BasicsRecap Day to Day Issues
• 1. Logging on to and out of PeopleSoft 8.8 Production
• 2. Changing your NT Password
• 3. Clearing Your User Cache
• 4. Getting to PeopleSoft 8.8 nVision (2-tier)
• 5. Getting to PeopleSoft 8.8 Query (2-tier)
General Ledger BasicsDay to Day Issues
• If none of these processes clear up your problems, please contact the LSUHSC Help Desk at (504) 568-4357 or (504) 568-HELP. Please give the operator your Userid, location, and a brief description of the problems that you are experiencing. Screen print or write down the Error message you’re experiencing.