Last Revised: 12/31/14. CSULB CFS PeopleSoft 9.2 Overview Training Manual

Transcription

1 Last Revised: 12/31/14 CSULB CFS PeopleSoft 9.2 Overview Training Manual

2 Table of Contents Page Overview Signing into CFS PeopleSoft User Interface Main Menu My Favorites Recently Used My Favorites Reorganized Menu Cascading Menus Breadcrumbs Autocomplete Format, Order and Sort Columns Processing Notification New Features Supplier New Fields on the Requisition Requisition Attention To Remaining Pre Encumbrance and Encumbrance Balances Combo Edits Last Revised: 12/31/14

3 Overview This guide provides instructions on how to sign into the Common Financial System (PS) PeopleSoft. It also provides an overview of the CFS PeopleSoft 9.2 User Interface Features as well as features. 1.0 Signing into CFS PeopleSoft Signing into the Common Financial System (CFS) PeopleSoft is like opening a secured page on a website. Access your default browser window. Enter the URL - for the CFS PeopleSoft applications. It is recommend you save this site as a favorite. 1. Enter your Campus ID and Password to access the CSULB Single Sign- On Application. 2. Click Sign In. Your BeachID and password are case sensitive. For security reasons, passwords always appear as asterisks in the display as you enter them. If either the user ID or password is invalid, the system displays an error message. You must reenter your user ID and password or contact your IT department for assistance. Once you have successfully logged in, you will be directed to a page that displays the applications you have access to. 3. Select the CFS PS button to access CFS PeopleSoft. Note: For security purposes, both the CSULB Single Sign On Application and the Peoplesoft system log you out of your application after a 15 minute period of inactivity. Last Revised: 12/31/14 Page 1 of 12

4 2.0 User Interface There are several changes to the CFS PeopleSoft applications features as well as the look and feel. Main Menu Favorites Re-organized Menu Cascading Menus Breadcrumbs Autocomplete Format, Order and Sort Columns Processing Notification 2.1 Main Menu Once you have successfully logged in, you will see the CFS Main menu has changed. You can choose to leave these highlights displayed as to remind you of the new features or minimize them. If you wish to minimize the Highlights, select the down arrow, and select minimize. Last Revised: 12/31/14 Page 2 of 12

5 2.2 My Favorites Recently Used PeopleSoft has added a new feature called Recently Used. This will display the last 5 pages you have recently used. From the Favorites menu, select the down arrow and you will see your recently used items. Select accordingly My Favorites If you have certain pages that you like to use and do not want to remember the navigation, you can add them to your My Favorites. 1. Navigate to the page you wish to save as a favorite. 2. From the Favorites menu, select the down arrow and you will see a My Favorites section. Select Add to Favorites. Last Revised: 12/31/14 Page 3 of 12

6 3. Accept the default Description or create your own. 4. Select OK. 5. Your favorite will appear the next time you change pages. Last Revised: 12/31/14 Page 4 of 12

7 2.3 Reorganized Menu The CFS PeopleSoft Menu has been reorganized. The 5 main modules now appear at the top in alphabetical order. Then the most commonly used menus appear next. 1. If you wish to sort the Main Menu alphabetically, select the sorting arrows on the upper right of the menu. This feature is only available from the Main Menu. Last Revised: 12/31/14 Page 5 of 12

8 2.4 Cascading Menus The way the CFS PeopleSoft Menus display now cascade across the page. As you select the menu, sub menus open to the right. 2.5 Breadcrumbs At the top of the page, the menu navigation will display. This is known as breadcrumbs. Menu Navigation displays. You are able to select any of the menus within the breadcrumbs. This is helpful if you wish to go back a menu. Once selected, the sub menus will appear. Last Revised: 12/31/14 Page 6 of 12

9 2.6 Autocomplete Autocomplete performs an automatic lookup as you are typing the data value and displays a list of valid values for the field that you re entering data for. Once the list displays and you see what you are looking for, you simply have to select it. This feature needs to be turned on at the Users Personalization options. It exists on all fields that contain a Magnifying Glass next to them. Navigation: From the Main Menu, select My Personalizations > Select Personalize Navigation Personalizations Select Yes for the Autocomplete option. Select OK. Last Revised: 12/31/14 Page 7 of 12

10 This is an example where the user is attempting to enter a SetID, and as soon as the first letter L is entered, the application immediately displays the list that they can choose a valid value from. 2.7 Format, Order and Sort Columns When the page has a grid (column like) display, the columns can be sorted, moved in a different sequence and/or expanded. Click to sort, drag, and drop to order the column. Moving Columns - Click on Column header, and drag to its new place. Expanding Column width Click on the end of column indicator and drag to expand/shrink. Sort Order Double click on column header, sort order will change. 2.8 Processing Notification The processing icon has been changed. It displays in the top right hand corner of the page. When a process is running real time this icon spins. Your CFS system will be locked until the process completes. Last Revised: 12/31/14 Page 8 of 12

11 3.0 New Features There are several new features for Purchasing that you may find useful: Supplier Requisition and Attention to Fields Visibility to Remaining Pre Encumbrance and Encumbrance Balances Combo Edits 3.1 Supplier The term VENDOR is no longer used. It is now called Supplier. Vendor no longer appears. It is now called Supplier. 3.2 New Fields on the Requisition There are two new fields on the Requisition that are useful. Requisition and Attention To. These new fields are carried over to the Purchase Order Distribution Lines Req Detail tab and the Receipt Line Requisition The requisition name helps to identify this requisition as it flows through the system. If no requisition name is entered then the requisition ID is displayed. This field is for departmental use only, optional. For example it can be used for departments to track their own reference number. Last Revised: 12/31/14 Page 9 of 12

12 The Requisition appears on the Main Requisition page. This will flow through the system; to the Purchase Order and Receipt. This is an example where you can search for an existing requisition using the Requisition The Requisition carries over to the Purchase Order Distribution Lines Req Detail tab Attention To The Attention To field is on the Requisition Schedule. Along with the Location, it will be used for the Receiving department to help identify who the package needs to be delivered to. The Requestor name defaults into this field, however, it can be overridden if necessary. Last Revised: 12/31/14 Page 10 of 12

13 The Attention To field is on the Requisition Schedule. The Attention To carries over to the Purchase Order Schedule Lines Shipment tab. 3.3 Remaining Pre Encumbrance and Encumbrance Balances For both Requisitions and Purchase Orders users now have visibility to the remaining Pre-Encumbrance and Encumbrance balances. Users can see these balances on the Header Page for each transaction. These remaining balances are also now displayed on the delivered Accounting Entries Inquiry pages. From the Requistion Header you can see the remaining amount left on the Requistion. You can also select the link to drill to the Accounting Lines detail. Last Revised: 12/31/14 Page 11 of 12

14 From the Purchase Order Header you can see the remaining amount left on the PO. You can also select the link to drill to the Accounting Lines detail. 3.4 Combo Edits The Combo Edit error message that users get now includes a reference to the specific group that is causing the error. This will help users more quickly identify the error in the chartfield string. If you enter an invalid combination of chartfields, you will receive an error message that identifies which distribution line has the error on it. Last Revised: 12/31/14 Page 12 of 12