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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.
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Document
Title
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Description
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Date Posted
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Access Reports
With Report.Web (JAVA)
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Directions
on accessing monthly finance reports published on Report.Web, using the
Java client.
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April 19, 2002
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Accessing
Standard Reports
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Accessing
standard monthly financial reports using a web browser.
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November 16, 2001
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Accounts
Payable Queries
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Instructions
for running three commonly used AP queries -- search for payments,
vouchers, and vendors.
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April 9, 2002
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AP FAST
Start
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Updated
version of the initial hands-on guide to UHS PeopleSoft Payables.
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March 25, 2003
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Asset/Liability
and Revenue/Expense Reports
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Directions
on running the UGL01003 and UGL01004 reports for individual cost centers.
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November 16, 2001
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Advanced
Payables
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Updated Guide to using template vouchers, making corrections and
adjustments and other tips on using
PeopleSoft Payables.
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March 25, 2003
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Detail Cost
Center Transaction Report
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Directions
on generating the UGL01047 report for details of cost center transactions.
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November 16, 2001
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FAST Start for
Budget and Accounting
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Hands-on guide to basic
financial processes.
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November 16, 2001
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FAST Start General
Ledger Orientation
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Summary presentation of the
University of Houston System implementation, design and setup for
PeopleSoft Financials.
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November 16, 2001
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General Ledger
Reporting
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Guide to hands-on exercises in
preparation for running predefined reports and queries in PeopleSoft
financials at University of Houston System.
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November 16, 2001
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On Line
Reports
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Quick reference to the use of
UHS developed on line summary reports
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October 8, 2001
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Open
Commitment Status Report Instructions
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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.
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May 7, 2002
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PO
Vouchers & Encumbrances
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Instructions for creating PO
vouchers, determining the status of open commitments, and requesting
encumbrance adjustments.
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March 24, 2003
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Running
the UGL1048 and Related Reports
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Guide to running the UGL01048,
UGL01049, UGL01050 and UGL01051 monthly financial reports.
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April 19, 2002
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Running the
UGL01063/64/65
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Instructions for running the
UGL01063/64/65
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May 8, 2002
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Recurring
Voucher Contracts
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Use of the voucher to make equal
payments at preset intervals in circumstances such as stipends and lease
payments.
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October 21, 2001
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Running
UGL01048/49/50/51 Reports
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Step by step instructions on
producing the UGL01048, UGL01049, UGL01050 and UGL01051 reports from PS
Financial Reporting database.
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April 19, 2002
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Running
UGL01074 Reports
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Instructions on
producing the UGL01074 reports from PS Financial Reporting database.
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June 11, 2003
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Running
Queries from Reporting
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Navigation instructions for
running queries in the financial reporting database (FSRPT).
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April 9, 2002
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