JOB AIDS
TRAINING MANUALS
Each class taken builds your Roles and Abilities. For example, if you need to be able to enter cost transfers, payments, and requisitions you will need to enroll in the following classes:
Introduction to PeopleSoft
Cost Transfer
Procure to Pay
| Online Class |
Class Descriptions |
Roles and Abilities |
| Introduction to PeopleSoft |
This training class is designed to present PeopleSoft to the new user on campus.
This class will help educate the participant about PeopleSoft and introduce the concepts and basic navigation. General information about Financials including budgetary control, chartfield spread information, queries, and how to find information on the Financial Services website will also be included. |
Run Queries, Review Budget Details |
| Cost Transfer |
Pre-Requisite: Introduction to PeopleSoft Financials
This training class is designed to present information on how to enter a cost transfer for non-payroll transactions and payroll transactions. |
Run Queries, Review Budget Details, Enter Cost Transfers |
| Approver |
Pre-Requisite: Introduction to PeopleSoft Financials
The training classes for approval will be broken up by module. The training classes will go over the approval of Payments, Requisitions, Cost transfers, and Service Unit Requests (OUHSC Campus Only).
You will only be required to review the training videos for which you are requesting access to. |
Run Queries, Review Budget Details, Approve Payments, Requisitions, and Cost Transfers. |
| Procure to Pay |
Pre-Requisite: Introduction to PeopleSoft Financials
Procure to to Pay training will review all the different methods in which goods and services are bought and paid for at OU. During this training users will become familiar with the ordering through OU Marketplace, the process for creating Requisitions, the process for Receiving on Purchase Orders, the process for creating OnDemands for refund payments, how to add or lookup a Supplier as well as the process for Regular Voucher or invoice payments. Users who successfully complete the training will be eligible for security access for Departmental AP Entry and Departmental Purchasing Entry.
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Run Queries, Review Budget Details, Review Suppliers, Enter Payments , Enter Requisitions |
| Service Unit Request Entry and Reporting |
Pre-Requisite: Introduction to PeopleSoft Financials
SUR Entry and Report training will review how to enter new Service Unit Requests. It will go over the basic information that needs to be input for the Service Unit to fulfill the request. You will learn how to attach and when the cutoff is for adding or deleting supporting documentation. It will also review how to search and report on past Service Unit Requests in PDF format. |
Enter SUR Requests, Search SUR Requests, Run Reporting.
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| Service Unit Request Approver |
Pre-Requisite: Introduction to PeopleSoft Financials
SUR Approver training will review how to approve or deny Service Unit Requests. You will learn how to attach and when the cutoff is for adding or deleting supporting documentation. You will also learn how to input Approver Comments and who sees them. |
Approve SUR Requests, Search SUR Requests. |
| Service Unit Request Processor |
Pre-Requisite: Introduction to PeopleSoft Financials
SUR Processor training will review how to find Service Unit Requests. It will go over the process for billing the department with the proper Chart Field Spread once the Service Unit fulfills the request. You will learn how to review supporting documentation, Charge Split cost SURs, communicate through SUR Processor notes, and how to change the SUR Status. Finally, you will learn how to export the monthly billing data to Service Unit Accounting. |
Approve SUR Requests at the Service Unit Level, Search SUR Requests, Export Billing information to SUAUX Accounting. |
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Cash Receipts
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The Cash Receipts training class must be completed to provide the information required by the Bursar to post a receipt to the PeopleSoft Financial System.
Participants will learn how to enter the Cash Receipt, the types of deposits, how to verify the deposit has been posted to the system and print the report to save it.
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Run Queries, Enter Cash Receipts, Print Cash Receipt Report
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