Training Information

Financial Services provides up-to-date campus-wide training on the PeopleSoft Financials application.   This training is geared towards all end-users of the application.

Please note any security access to the financials system will not be granted until all required classes have been taken.

All pre-recorded trainings are available on the Library Tab of the OnPoint LMS system at  onpoint.ou.edu or onpoint.ouhsc.edu. 

Security Form for both PeopleSoft Financial and Concur can be found at: Peoplesoft End-user Security Access 

Training Manuals

OU Job Aid - Approvals

OU Job Aid - Budget Checking Errors

OU Job Aid - Budget Date

OU Job Aid - Budget Details

OU Job Aid - Budget Revisions

OU Job Aid - Cash Receipts

OU Job Aid - Change Orders

OU Job Aid - Chartfield Spread

OU Job Aid - Cost Transfer Approval

OU Job Aid - Cost Transfer (Budget Entry)

OU Job Aid - Cost Transfer Entry (Non SPNSR Non Payroll)

OU Job Aid - Cost Transfer Entry (Non SPNSR Payroll)

OU Job Aid - Cost Transfer (OU Foundation)

OU Job Aid - Cost Transfer Import Process

OU Job Aid - Common GL Codes for Cost Transfers

OU Job Aid - Credit Memos

OU Job Aid - Department-Generated Invoices

OU Job Aid - Denied Cost Transfers

OU Job Aid - Encumbrances

OU Job Aid - Frequently Used Queries

OU Job Aid - Fiscal Year Renewals

OU Job Aid - Form 3

OU Job Aid - Function Listing

OU Job Aid - Fund Listing

OU Job Aid - GL Chart of Accounts

OU Job Aid - GL Codes - Commonly Used

OU Job Aid - Grant Budget GL Codes

OU Job Aid - Grant Budget GL Categories

OU Job Aid - Honorariums

OU Job Aid - Individual Supplier Form

OU Job Aid - Invoice Conventions Guide

OU Job Aid - IT Security Assessment

OU Job Aid - Manage Requisitions

OU Job Aid - Marketplace Quotes

OU Job Aid - OU_ACTIVITY Query

OU Job Aid - OnDemand Entry

OU Job Aid - OU_BUD_ORG Query

OU Job Aid - OU Marketplace Requester & Shopper

OU Job Aid - Pcard Default Chartfield Spread

OU Job Aid - Pcard FAQ

OU Job Aid - Pcard Reconciliation

OU Job Aid - Pcard Transaction Search

OU Job Aid - Post Payment Request Form

OU Job Aid - Process Monitor

OU Job Aid - Receiving

OU Job Aid - Report Manager

OU Job Aid - Requisition Closure

OU Job Aid - Requisition Entry

OU Job Aid - Service Unit Request (SUR) - Entry and Reporting

OU Job Aid - Service Unit Request (SUR) - Approver

OU Job Aid - Service Unit Request (SUR) - Processor

OU Job Aid - Supplier Address Update

OU Job Aid - Supplier Lookup

OU Job Aid - Supplier Onboarding

OU Job Aid - Supplier Registration Guide

OU Job Aid - Voucher Deletion

OU Job Aid - Voucher Entry

OU Job Aid - Wire Transfers 

Video - Pcard Reconciliation

 

Browser Related Marketplace Issues

OU Job Aid - Cookies and Browsers

OU Job Aid - Chrome

OU Job Aid - Edge/Internet Explorer

OU Job Aid - FireFox

OU Job Aid - Mac Computers and Chrome Issues


Introduction to PeopleSoft

Function Listing
Fund Listing
Frequently Used Queries
GL Chart of Accounts


Other Job Aids

SUR Descriptions

SUR Email Rule

Travel

 

Lease Accounting Training

Payroll Training Manuals

Town Hall Presentation and Ask the Expert

Link to Ask the Expert Video on 03.22.2022: https://mymedia.ou.edu/media/Ask+The+Experts+-+03.22.2022/1_7dx9v41z

 


Link to Ask the Expert Video on 06.11.2020: https://mymedia.ou.edu/media/0_7l29azb8
 

Link to high quality version of HSC Town Hall: https://mymedia.ou.edu/media/0_uc0e69sz
 

Link to high quality version of NC Town Hall: https://mymedia.ou.edu/media/0_er040y0k

Training Requirements and Roles

Required training must be completed prior to submitting the End User Access Form.  Submissions without completed training will be denied or may experience processing delays.
 

 

Online Class Class Description Roles and Abilities
Introduction to PeopleSoft This training class is designed to introduce new users or refresh users how to navigate PeopleSoft Financials.

Covers navigation, budgetary control, chartfields, queries, and financial resources available on the Financial Services website.		 Run Queries, Review Budget Details
Cost Transfer Pre-Requisite: Introduction to PeopleSoft

Covers how to enter payroll and non-payroll cost transfers.		 Run Queries, Review Budget Details, Enter Cost Transfers
Approver Pre-Requisite: Introduction to PeopleSoft

Covers approval of payments, requisitions, and cost transfers.
 		 Run Queries, Review Budget Details, Approve Payments, Approve Requisitions, Approve Cost Transfers
PCard Pre-Requisite: Introduction to PeopleSoft

Covers Pcard Overview and reconciling Pcard transactions. 		 Run Queries, Review Budget Details, Review and reconcile Pcard Transactions
Procure to Pay Pre-Requisite: Introduction to PeopleSoft
Additional Required Training: Marketplace Shopper and Marketplace Requester  

Reviews all methods of purchasing and payment at OU including Marketplace ordering, requisitions, receiving, OnDemand refunds, supplier lookup, and voucher payments.

Completion qualifies users for Departmental AP Entry and Departmental Purchasing Entry access.		 Run Queries, Review Budget Details, Review Suppliers, Enter Payments, Enter Requisitions
Service Unit Request Entry and Reporting Pre-Requisite: Introduction to PeopleSoft 

Covers entering Service Unit Requests, attaching documentation, cutoffs, and reporting/searching prior requests.		 Enter SUR Requests, Search SUR Requests, Run Reporting
Service Unit Request Approver Pre-Requisite: Introduction to PeopleSoft 

Covers approving or denying Service Unit Requests, documentation requirements, and approver comments.		 Approve SUR Requests, Search SUR Requests
Cash Receipts The Cash Receipts training class must be completed to provide the information required by the Bursar to post a receipt in PeopleSoft.

Participants will learn how to enter cash receipts, review deposit types, verify posting, and print reports.		 Run Queries, Enter Cash Receipts, Print Cash Receipt Report