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University of Houston
System Finance Systems Training
University
of Houston System chose the train-the-trainer methodology to provide end
user training in the use of the new finance systems.
Representatives from each campus participated in the design of the
curriculum and training materials, and many will serve as trainers.
The materials may be adapted for use by the individual campus and
each component will prepare a training schedule.
Course
descriptions, class schedules and online registration requests are
available on the FAST Training web pages.
Training
Material Updates
Initial
distribution of instructional material will occur in the training
environment.
Additional materials and updates to training manuals will be
available from this web site.
| Document
Title |
Description |
Date
Posted
|
| Access
Reports With Report.Web (JAVA) |
Directions
on accessing monthly finance reports published on Report.Web,
using the Java client. |
April
19, 2002
|
|
| Accessing
Standard Reports |
Accessing standard monthly financial reports
using a web browser. |
November 16, 2001
|
|
| Accounts
Payable Queries |
Instructions
for running three commonly used AP queries -- search for payments,
vouchers, and vendors. |
April
9, 2002
|
|
| AP
FAST Start |
Updated
version of the initial hands-on guide to UHS PeopleSoft Payables. |
October
8, 2001
|
|
| Asset/Liability
and Revenue/Expense Reports |
Directions
on running the UGL01003 and UGL01004 reports for individual cost
centers. |
November
16, 2001
|
|
| Beyond
the Voucher |
Updated
Guide to using template vouchers, making corrections and
adjustments and other tips on using
PeopleSoft Payables. |
October
21, 2001
|
|
| Detail
Cost Center Transaction Report |
Directions
on generating the UGL01047 report for details of cost center
transactions. |
November
16, 2001
|
|
| EOY
Cleanup and Voucher Processing |
Steps that
departments should follow in August 2002 related to year-end
cleanup and voucher processing. |
July
29, 2002
|
|
| FAST Start for Budget and Accounting |
Hands-on guide to basic financial processes. |
November 16, 2001
|
|
| FAST Start General Ledger Orientation |
Summary presentation of the University of Houston
System implementation, design and setup for PeopleSoft Financials. |
November 16, 2001
|
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| General Ledger Reporting |
Guide to hands-on exercises in preparation for
running predefined reports and queries in PeopleSoft financials at
University of Houston System. |
November 16, 2001
|
|
| On
Line Reports |
Quick
reference to the use of UHS developed on line summary reports |
October
8, 2001
|
|
| Open Commitment Status Report Instructions |
The Open
Commitment Status Report is used to identify and evaluate
non-payroll encumbrances. You can run the report for a particular
PO, vendor, and/or cost center for the time period you select.
Both a detailed and summary report are available. |
May
7, 2002
|
|
| PO Vouchers |
Using PO vouchers to make payment of encumbered
blanket purchase orders or contracts. |
October 21, 2001
|
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| PO
Vouchers & Encumbrances |
Instructions
for creating PO vouchers, determining the status of open
commitments, and requesting encumbrance adjustments. |
May
14, 2002
|
|
| Running
the UGL1048 and Related Reports |
Guide to
running the UGL01048, UGL01049, UGL01050 and UGL01051 monthly
financial reports. |
April
19, 2002
|
|
| Running
the UGL01063/64/65 |
Instructions
for running the UGL01063/64/65 |
May
8, 2002
|
|
| Recurring Voucher Contracts |
Use of the voucher to make equal payments at
preset intervals in circumstances such as stipends and lease
payments. |
October 21, 2001
|
|
| Running
UGL01048/49/50/51 Reports |
Step by
step instructions on producing the UGL01048, UGL01049, UGL01050
and UGL01051 reports from PS Financial Reporting database. |
April
19, 2002
|
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| Running
Queries from Reporting |
Navigation
instructions for running queries in the financial reporting
database (FSRPT). |
April
9, 2002 |
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Unposted
FY02 Vouchers
|
Steps for running and evaluating the
UHS_AP_FY02_UNPOSTED_VOUCHERS query in FSRPT.
|
July 29, 2002
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