PeopleSoft Financials Online Training


IQ Tech is a prominent online training partner where students learn to explore the practical view of concepts in instructor-led online training sessions. IQ Tech covers almost all the varied IT courses in the industry with a rich curriculum that is designed by combining industry experience with multidimensional project scenarios. PeopleSoft Financials at IQ Tech is designed on practice based theoretical tutorials and enriched with project handling expertise matching the expectations of a global environment.

Have a quick glance at the course summary below for more details.


Course Name PeopleSoft Financials Online Training
Contents Fundamentals of  Peoplesoft Financials
Duration 48 Hours with Flexible timings
Delivery Instructor Led-Live Online Training
Eligibility Any Graduate
Ideal For Fresher’s, aspirants seeking  ERP  as Career Choice
Next Batch Please visit the schedule section

Course Objectives


  • Develops thorough understanding of Financial Management Vs. Peoplesoft Financials
  • Focuses on ERP with a holistic approach
  • Detailed coverage of real-time role with elaborative responsibilities
  • Focuses on leveraging Enterprise Level Cost Management
  • Powers the learner with industry’s best practices
  • Focuses on constructing hands-on practice sessions
  • Designed from a job standpoint


PeopleSoft Financial solution empowers businesses with deeper insights into data by organizing the automated resources to optimize their performance. Peoplesoft Financial solutions are most sought after due to its ease- of- implementation and unique approach to transaction management that support businesses to save cost of operations. PeopleSoft financials offer a whole new range of job opportunities across different industries and is a sought after specialization.

Course Curriculum

PeopleSoft Financials is a key area that empowers organizations and helps them regulate global level finance operations by automating and integrating key finance processes. Understanding the strength of this subject, IQ Tech’s curriculum is designed on fundamental concepts that cover all important aspects of General Ledger, Payables, Receivables, Expenses and Asset Management.



  • PeopleSoft Applications Overview
  • Navigate, Sign-In
  • Recognize PeopleSoft Internet Application (PIA) components
  • Shortcut Keys Practical Orientation
  • Customizing Content and Layout
  • Create Favorites
  • Data Retrieval Mechanism
  • Exploring People Books
  • Base System Structure
  • PeopleSoft Internet Architecture Overview
  • PeopleSoft Tables and Relational Databases structure
  • Effective Date concept
  • Create Business Units and Set IDs
  • Understand PeopleSoft Tables
  • Connect Business Units with IDs
  • Explore PeopleSoft Process Scheduler and Reporting Tools
  • Process Monitor in Real-Time
  • Work on Reporting Tools
  • Execute Reports
  • Build & Execute Queries
  • Upload Reports Via PS/nVision
  • Work on Chart Fields


  • General Ledger Structure in detail
  • Key Elements of PeopleSoft General Ledger
  • Step By Step Guidance for Peoplesoft General Ledger Implementation
  • Understand PeopleSoft General Ledger Table Structure
  • Creating General Ledger Business Units
  • Imply sharing General Ledger Table set
  • Configuring Installation Options, Generic Definitions
  • Configure User Preferences
  • Create Account Types, Detail Calendars
  • Define Peoplesoft Business Calendars
  • Significance of PeopleSoft Trees
  • PeopleSoft Trees Implementation
  • Work on Tree Manager Terminology
  • Journal Processing Overview
  • Explore Ledger Templates
  • Defining Ledgers and Ledger Groups
  • Assigning Ledgers to Business Unit
  • Maintain Accounting Periods
  • Journal Entry Templates overview
  • Define Journal Sources, Classes and Speed Types
  • Work on Chart Field Combination Editing
  • Link permutation of Edits to Business Units
  • Construct and Manage Mixture Edit Data Tables
  • Draw Journal Process Flow
  • Detailing out PeopleSoft General Ledger Data
  • Examine Journals and Determine Status
  • Edit and Posting of Journals
  • Leveraging PeopleSoft General Ledger Processing
  • Statistical Method Oriented Journal Automation
  • Set Up Suspense Error Handling
  • Evaluate Financial Information
  • Processing Spreadsheet Journals imported data
  • Creating the Workbook
  • Define and Execute Midyear and Year End Close
  • Present Results in Reports with PS/nVision
  • PS/nVision Elements
  • Creating PS/nVision Layouts
  • Executing PS/nVision Reports


  • Define business units and supplier Entities
  • Voucher types, Purchase Order info migration to Voucher
  • Concept of contract vouchers and recurring vouchers.
  • Create Conditional Statements for adding and processing payables transactions
  • Tracking Mechanism of external and internal invoicing flow
  • Explore reports on operating Payables
  • Investigate on Payable integration with other PeopleSoft applications.
  • Voucher Cycle Management with Pay Cycle, Payment Posting
  • Data Management Via mass updates and inquiries.
  • Transition process of Journal Generator, adding accounting entries to the general ledger.
  • Inspect accounting entries regard to Payables
  • Step by Step Guidance on Configuring Process Flow for Payables


  • Define Receivables Key data
  • Include online and external Receivables
  • Schedule payment processing
  • Electronic payments for worksheet entries
  • Work through payment exceptions and collections.
  • Integrate customer and payment data through personalized worksheet and charts
  • Explore inquiry pages and reports for Receivables Key Data
  • Step by Step Guidance on configuring Process Flow for Receivables


  • Approver profiles Overview and Creating Procedure
  • Configure and Manage employee record
  • Progress on expense reports
  • Expense control tables Implementation
  • Process reports
  • Configure Conditions of business process level
  • Step by Step Guidance on configuring Process Flow for Expenses


  • Configure and Manage capital acquisition plans
  • Design Asset Management Framework
  • Addition of assets, work on asset maintenance
  • Depreciation Concept, Evaluation, period-end close
  • Build Query and report on asset Data
  • Asset Management Integration with other PeopleSoft applications
  • Step by Step Guidance on implementing Process Flow for Asset Creation
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Quite good

3 5 1
Quite good. Much more interactive than I expected. In my opinion attending the webinars is a must.

Good training

4 5 1
Good Training and followup

Good Materials and excellent tutors to learn

5 5 1
Compared to other learning site, IQ Online Training, It is a good e-learning website with lots of trendy subjects, the customer support is good. Usually gets reply with 24 Hrs. Very supporting and understandable throughout learning completion. Site is compatible with almost all devices so we can learn anywhere. Not sure already exists, But Need to explore on offline learning during the times of no internet connectivity or working in a limited network zones.


5 5 1
whatever the course provided is more than enough for deploying a cloud environment of our own

very good

5 5 1
I am always exploring new learning content and enrol to few trainings as well as and when I need full fledged training. Content: Good...can be better as sometimes its more or less same reading from ppt...some scenario based examples will be great

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PeopleSoft Financials Online Training - Useful
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