Book Image

Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

By : Ranjeet Yadav
Book Image

Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation

By: Ranjeet Yadav

Overview of this book

PeopleSoft financial management applications have been recognized as a leading ERP product across a wide range of industries that helps organizations automate their accounting operations, cut costs, and streamline business processes. They offer industry leading solutions for organizations' global needs, however complex they may be. PeopleSoft Enterprise Financial Management 9.1 Implementation is probably the only learning resource for a novice practitioner, who may otherwise have to rely on thousands of pages of documentation for such a complex ERP system. This book covers all the crucial elements of PeopleSoft Financials—a business processes, configuration, and implementation guide. This is the ideal one-stop resource before entering the world of PeopleSoft implementation. Beginning with the fundamentals of a generic financial ERP system, this book moves on to basic PeopleSoft concepts and then dives into discussing the individual modules in detail. You will see how to leverage financial modules such as Billing, Accounts Receivable, Accounts Payable, Asset Management, Expenses, and General Ledger. Dedicated chapters discuss key PeopleSoft features such as application security and commitment control for budgeting. You will learn fundamental ERP concepts such as the chart of accounts, used by organizations for recording and reporting financial transactions, and how to implement them in PeopleSoft through chartfields, business units, and SetIDs.
Table of Contents (16 chapters)
Oracle PeopleSoft Enterprise Financial Management 9.1 Implementation
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Summary


PeopleSoft Expenses is an important module used to automate various employee transactions such as requesting and issuing cash advances, recording and processing expense reports for business purposes, recording time sheets, and reserving and booking travel requests.

We can design a wide range of approval rules using the Approval Workflow Engine (AWE). PeopleSoft offers various pre-configured options which can be modified or new configurations can be created as needed. Based on an organization's requirements, we can configure which expense transactions need to be passed through an approval hierarchy, define various approval roles, specify chartfields for routing, and set up approval amount thresholds, among other things.

PeopleSoft Expenses is capable of integrating with external entities to import credit card transactions for employee expenses and benchmark data to establish expense reimbursement guidelines.

Cash advances can be requested by employees and, if necessary, payments issued...