PeopleSoft General Ledger Rel 9.2



Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Aug 22, 202210:0006:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase
Nov 1, 202209:0005:00EDTToronto - In Class or by Video Conference4$4,000 USDPurchase

PeopleSoft General Ledger Rel 9.2

Description: This course provides step-by-step instruction for implementing, using, and maintaining the fundamentals of PeopleSoft General Ledger 9.2. You learn about structuring your organization for optimal performance for business units, ledgers, trees and ChartField management from the ground up. This includes all types of journal processing, tips for efficiency, as well as the use of inquiry pages, delivered reports, and creating your own reports.

Duration: 4 Days

Learn to:

  • Implement General Ledger and set up core data.
  • Create, maintain, and utilize PeopleSoft Trees.
  • Define journal processing options.
  • Enter online journal entries and import spreadsheet journals.
  • Perform interim and year end close.
  • Create reports using PS/nvision.

Required Prerequisites:

  • Understanding of basic navigation and PeopleSoft concepts.
  • Use of control tables to enforce business rules
  • Able to run processes and reports
  • Intro to PeopleSoft for FMS and SCM


  • Financial Analyst
  • Functional Implementer
  • Implementation Consultant
  • Technical Consultant
  • Reports Developer
  • Financial Reporting Manager
  • End Users
  • System Administrator

Course Objectives:

  • Implement PeopleSoft General Ledger
  • Structure PeopleSoft General Ledger to meet business requirements
  • Create and Process PeopleSoft General Ledger data
  • Learn to use the tools for troubleshooting errors and resolving issues
  • Organize and Report PeopleSoft General Ledger Results


Business Process Overview

  • Describing the Basic Components of PeopleSoft General Ledger
  • Describing the High Level Implementation Steps
  • Describing the Ledger Table Structure
  • Describing Integration Points between PeopleSoft General Ledger and other PeopleSoft Applications

Creating the General Ledger Structure

  • Establishing General Ledger Business Units
  • Applying General Ledger TableSet Sharing

Setting Installation Options and Common Definitions

  • Setting Installation Options
  • Establishing User Preferences
  • Establishing Account Types
  • Creating Detail Calendars
  • Defining Business Calendars
  • Defining ChartFields and ChartField Values
  • Requesting and Approving ChartFields and ChartField Values
  • Securing ChartFields

Planning and Creating PeopleSoft Trees

  • Defining the Significance of PeopleSoft Trees
  • Defining Tree Manager Terminology
  • Creating PeopleSoft Trees
  • Maintaining PeopleSoft Trees

Preparing for Journal Processing

  • Defining Ledgers
  • Associating Ledgers to a Business Unit
  • Opening and Closing Accounting Periods
  • Defining Journal Entry Templates
  • Defining Journal Classes, Sources, and SpeedTypes
  • Enabling Audit Logging for Journals
  • Enabling Approval Framework

Implementing ChartField Combination Editing

  • Defining ChartField Combination Edits
  • Linking Combination Edits to a Business Unit
  • Building Combination Edit Data
  • Inquiring on Combination Edit Data

Processing General Ledger Data

  • Describing the Journal Processing Flow
  • Entering Journals
  • Reviewing the Journal Entry Detail Report
  • Reviewing Journals and Determining Status
  • Editing Journals
  • Researching and Correcting Journal Errors
  • Posting Journals

Maximizing General Ledger Processing

  • Setting Up Automatic Journal Features
  • Selecting a Statistical Method
  • Using GL WorkCenter and Dashboard
  • Setting Up Suspense Error Handling
  • Analyzing Financial Information

Importing Spreadsheet Journals

  • Setting Up Workbook Defaults
  • Configuring the Workbook ChartFields
  • Importing Journals to General Ledger

Implenting InterUnit and IntraUnit Accounting

  • Defining InerUnit and IntraUnit Transactions
  • Selecting an Appropriate InterUnit Method
  • Setting Up InterUnit and IntraUnit Accounting
  • Processing InterUnit and IntraUnit Transactions

Performing Year End and Interim Close

  • Defining the Closing Options
  • Setting Up Interim and Year End Close
  • Processing and Analyzing Closing
  • Archiving General Ledger Information

Reporting General Ledger Results with PS/nVision

  • Defining PS/nVision Elements
  • Creating a PS/nVision Report Layout
  • Running PS/nVision Reports

Defining Document Sequencing for General Ledger

  • Describing Document Sequencing Functionality
  • Setting Up General Ledger for Document Sequencing


  • Creating Summary Ledgers
  • Reference Material
  • Describing How to Find Information About PeopleSoft General Ledger in the Documentation



  • Selecting an Appropriate InterUnit Method
  • Defining InerUnit and IntraUnit Transactions
  • Performing Required InterUnit and IntraUnit Setup
  • Archiving General Ledger Information
  • Reconciling InterUnit Activity
  • Unposting InterUnit Journals

Performing Year End Close

  • Defining PeopleSoft General Ledger Close
  • Defining ChartField Value Sets
  • Defining Closing Rules
  • Defining Closing Process Groups
  • Running the Closing Process
  • Running the Closing Trial Balance Report
  • Archiving General Ledger Information

Reporting Results with PS/nVision

  • Defining PS/nVision Elements
  • Creating a PS/nVision Layouts
  • Creating a Report Request
  • Running PS/nVision Reports


  • Archiving Data
  • Implementing Document Sequencing for General Ledger
  • Other Key Features
  • Reference Material
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