1. People Soft Financials 8.4 Basic Training – Optional Slides Revised 6/25/03

2. 2 Additional slides A little beyond Basic Budget Journals LAM Distributions & Obligations Monthly statements Query Quirks

3. 3 Budget Journal

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8. 8 Look up LAM Distributions

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10. 10 Look up LAM Obligations

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12. 12 “Push” Monthly Statements Note that this has opened an Excel window within the web browser. To copy the report to an Excel file: Right click on the grey box in the upper left- hand corner of the spreadsheet and select “copy” Open Excel, go to cell A1 of a new spreadsheet, right click and select paste

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14. 14 “Push” Monthly Statements Note that some codes appear in Row 1 and Column A. Delete Row 1 and Column A. Your spreadsheet now looks like the next slide, and you can save and use as you like.

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16. 16 Query Quirks Query Quirks – response to prompts Rerun Wildcards in PS How to export to Excel and print

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29. 29 Rerun, notice record count

30. 30 Key aspect of PeopleSoft Hierarchical representation of data PeopleSoft bases security on trees Trees

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