PeopleSoft Version 9.2
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1 PeopleSoft Version 9.2 Version 1 September 2015
2 TABLE OF CONTENTS COURSES FOR ALL AGENCY CAPPS EMPLOYEES... 1 CAPPS FINANCIALS FUNDAMENTALS... 1 CAPPS FINANCIALS TRAINING COURSES... 2 ACCOUNTS PAYABLE (AP)... 2 GENERAL LEDGER (GL)... 3 TREE MANAGER FUNCTIONALITY (TM)... 4 COMMITMENT CONTROL (KK)... 4 CAPPS SUPPLY CHAIN TRAINING COURSES... 5 ASSET MANAGEMENT (AM)... 5 REQUISITIONING & RECEIVING EPROCUREMENT (EPRO)... 6 PURCHASE ORDER PROCESSING (PO)... 6 REQUISITIONING APPROVAL... 7 Date: July 2015 Version 1 Page i
3 COURSES FOR ALL AGENCY CAPPS EMPLOYEES CAPPS Financials Fundamentals Course ID: 999 Online / Self-Study 1 ½ hours CAPPS Financials is a PeopleSoft system. Understanding how to access the system, how to navigate within the system, and how to find and enter information in PeopleSoft is essential to all employees using CAPPS. This course teaches system navigation and functionality. Employees will learn basic concepts, terminology, and navigation techniques for CAPPS Financials applications using a browser-based interface to view or manipulate data. Users will also learn how to use key fields, how to search for data, how to use wild-card characters in searching, and how to recognize page navigation elements in the system. This course is intended for all CAPPS Financials users and is a prerequisite for all other courses. None All Agency CAPPS Users Date: September 2015 Version 1 Page 1
4 CAPPS FINANCIALS TRAINING COURSES Accounts Payable (AP) Course ID: 200 Approximately 4 hours Accounts Payable is the CAPPS module that enables suppliers (vendors) to receive payment for goods or services. This course provides instruction in the following areas: How to add a new supplier (vendor) in CAPPS How to process a voucher (invoice) How to print voucher copies How to run and print AP reports Employees who enter Supplier (Vendor) Invoices Date: September 2015 Version 1 Page 2
5 General Ledger (GL) Course ID: 205 Approximately 3 ½ hours An agency records its business activity through journal entries (or through subsystem accounting entries, such as Payables), which are posted to the General Ledger using a collection of accounts, departments and so on. This collection of accounts is often referred to as a Chart of Accounts, which enables an agency to classify financial and statistical data that is used for reporting. Journal entries for actual transactions are made in a double entry system, in accordance with Generally Accepted Accounting Principles (GAAP), where debits equal credits. CAPPS General Ledger provides journal entry formats that enable any type of transaction entry to be quick and easy without losing the control needed to ensure accuracy. This course provides instruction in the following areas: How to create and process Journal entries How to understand the Chart of Accounts How to manage monthly and year-end closings Agency GL Personnel Date: September 2015 Version 1 Page 3
6 Tree Manager Functionality (TM) Course ID: 210 Approximately 3 ½ hours CAPPS Tree Manager simplifies the Chart of Account design. It positions individual ChartField values on an intuitive graphical tree diagram, enabling summary levels or hierarchies to be established exactly as they are displayed on the screen. This course provides instruction in the following areas: How to maintain ChartField values and rollup structures How to view, modify, delete and audit tree information How to view and run tree manager reports ; Course 205 General Ledger, or Course 215 Commitment Control GL Configuration Specialists Commitment Control (KK) Course ID: 215 Blended Online Self Study or Classroom Approximately 4 hours Commitment Control is an integrated module that performs budgetary control and/or tracking of financial transactions against pre-defined budgets. This course provides instruction in the following areas: How to view, manage and update budgets How to perform the budget checking process for requisitions and purchase orders ; Course 205 General Ledger (recommended) Agency Accounts Payable, Budget, General Ledger and Purchasing Buyers Date: September 2015 Version 1 Page 4
7 CAPPS SUPPLY CHAIN TRAINING COURSES Asset Management (AM) Course ID: 300 Approximately 4 hours The Asset Management module is used to track agency asset activities. This course provides instruction in the following areas: How to add new assets in CAPPS How to adjust asset information How to process/close asset depreciation How to create accounting entries How to interface with the SPA system Employees who track Asset information Date: September 2015 Version 1 Page 5
8 Requisitioning & Receiving eprocurement (epro) Course ID: 305 Approximately 8 hours eprocurement encompasses requisitioning and receiving. It integrates closely with the CAPPS Purchasing module. This course offers a high-level overview of the Procure-to-Pay process and Chart of Accounts, followed up with details and important steps included in the requisitioning and receiving processes. This course provides instruction in the following areas: How to create requisitions How to perform the pre-budget checking process How requisitions are approved and budget checked How to manage requisition status How goods are received in CAPPS All Agency Requestors Purchase Order Processing (PO) Course ID: 306 Approximately 8 hours The role of the Agency Buyer in the Procurement process is to expedite purchases that have been requested and approved, sourcing them to vendors and setting up contracts or requesting quotes as needed. This course provides instruction in the following areas: How to create Purchase Orders and transmit to suppliers How to create and administer Requests for Quote How to set up Purchasing Contracts How to manage purchasing documents through the procurement life-cycle. Course 999 Financial Fundamentals Course 305 Requisitioning & Receiving Agency Buyers and Procurement Super Users Date: September 2015 Version 1 Page 6
9 Requisition Approval Course ID: 310 Online / Self Study Approximately 1 hour Requisitions must be approved prior to being processed in the CAPPS purchasing module. This course provides instruction in the following areas: How to review and approve a requisition How to deny a requisition and provide comments How to insert an approver/reviewer How to designate a proxy for approvals All Agency Requisition Approvers Only Note: Information contained in this course is duplicated in Course 305 Requisitioning and Receiving. It is not necessary to take both courses. Date: September 2015 Version 1 Page 7
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