9.2 Training Materials

This page is intended to serve as a single, consolidated location for all training materials that were updated due to the SMART upgrade to PeopleSoft Financials 9.2. These training materials have also been incorporated into the main "Training" section of this website, replacing the old 9.0 documents, as appropriate.

Summary of Changes

Summary of SMART 9.2 Changes

Accounts Payable

AP Voucher Approval - 11-16-2015

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DOCX, 794.45 KB

Accounts Receivable

Creating and Maintaining Customer Deposits Training Guide 9-16-2015

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DOCX, 1.47 MB
Creating and Maintaining Deposits for Non-AR Payments Training Guide 9-16-2015

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DOCX, 939.75 KB
Creating and Maintaining Receivables Training Guide 9-16-2015

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DOC, 2.40 MB
Deposit Adjustments - 11-02-2015

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DOC, 864.00 KB
AR Collections Work Bench - 11-03-2015

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DOCX, 144.36 KB
Print Statement (Report AR32000) - 11-03-2015

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DOCX, 143.12 KB
Generate Customer Follow-Up Letters (Report AR33004) - 11-03-2015

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DOCX, 143.11 KB
Entering a Direct Journal Deposit (No Pending Item) - 11-20-2015

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DOC, 739.00 KB

Asset Management

Asset Management WorkCenter 10-28-2015

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DOCX, 2.43 MB
Attachments - 10-28-2015

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DOCX, 1.05 MB
Disposal Worksheet Expanded Search Criteria - 10-28-2015

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DOCX, 1.17 MB
Enhanced Consolidation Improvements - 10-28-2015

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DOCX, 550.57 KB
Fund Requirement for Capital Assets 10-28-2015

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DOCX, 566.43 KB
Interface ID Load Status Updates 10-28-2015

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DOCX, 669.93 KB
Printable View of an Asset 10-28-2015

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DOCX, 365.94 KB
Related Content-Cost History 10-28-2015

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DOCX, 466.19 KB
RF Template on Cost and Depreciation Reports 10-28-2015

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DOCX, 1.07 MB
Supplemental Data 10-28-2015

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DOCX, 433.52 KB
Transaction Loader (AMIF1000) 10-28-2015

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DOCX, 487.25 KB
Adding an Asset Using Express Add - 11-02-2015

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DOCX, 350.80 KB
Copying an Existing Asset - 11-02-2015

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DOCX, 356.07 KB
Entering and Updating Physical Information in Basic Add - 11-02-2015

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DOCX, 663.00 KB

Commitment Control

Adding an Attachment to a Budget Journal - 01-11-2016

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DOC, 656.00 KB
Using the KS_KK_CC Queries (Budget Status Queries) - 01-11-2016

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DOC, 439.50 KB
Using the Current Obligations Report - 10-30-2015

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DOC, 891.50 KB
Using the GLS8510 KK Ledgers Details Report - 11-09-2015

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DOC, 621.00 KB
Using the KGL00002 KK Cash Control Report - 11-09-2015

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DOC, 601.50 KB
Using the KS_KK_LEDGER_FY20## Query - 11-09-2015

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DOC, 447.50 KB
Creating a Budget Journal Entry Training Guide - 11-04-2015

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DOCX, 1.54 MB
Budget Journal Entry Overview Training Guide - 11-04-2015

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DOCX, 929.99 KB
Using Budget Inquiries Training Guide - 11-09-2015

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DOCX, 1.23 MB
Budget Status Report (GLS8020) - 11-09-2015

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DOCX, 584.51 KB
Using the KS_KK_BP##_IBARS_ACTUALS Queries - 11-09-2015

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DOCX, 380.13 KB

General

How to Personalize a Page to Expand Sections - 11-24-2015

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DOCX, 335.71 KB
How to Personalize to Show All Accounting Lines - 11-24-2015

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DOCX, 285.72 KB

General Ledger

Approving ChartField Request via Worklist - 10-23-2015

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DOCX, 165.01 KB
Adding Funds - 10-20-2015

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DOCX, 191.29 KB
Adding Budget Units - 10-23-2015

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DOCX, 184.05 KB
Approving ChartField Request - 10-23-2015

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DOCX, 173.42 KB
Adding Department IDs - 10-23-2015

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DOCX, 190.81 KB
Adding Program Codes - 10-23-2015

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DOCX, 185.91 KB
Updating Budget Units using Find an Existing Value - 10-23-2015

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DOCX, 178.36 KB
Updating Budget Units using Add a New Value - 10-23-2015

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DOCX, 181.26 KB
Updating Funds using Find an Existing Value - 10-23-2015

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DOCX, 182.02 KB
Updating Program Codes using Add a New Value - 10-23-2015

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DOCX, 182.48 KB
Updating Department IDs using Add a New Value - 10-23-2015

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DOCX, 191.78 KB
Updating Funds using Add a New Value - 10-23-2015

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DOCX, 188.63 KB
Updating Program Codes using Find an Existing Value - 10-23-2015

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DOCX, 187.14 KB
Updating Department IDs using Find an Existing Value - 10-23-2015

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DOCX, 192.61 KB
Using the KGL00005 Trial Balance Report - 11-02-2015

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DOC, 765.00 KB
Using the KGL00012 Expenditure Report - 11-02-2015

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DOC, 717.00 KB
Processing Journal Entries Training Guide - 10-30-2015

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DOCX, 1.47 MB
General Ledger and Journals Overview Training Guide - 10-27-2015

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DOCX, 938.27 KB
Online Journal Entries Training Guide - 10-27-2015

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DOCX, 1.84 MB
Reviewing Ledger and Journal Entries Training Guide - 11-02-2015

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DOCX, 2.08 MB
Spreadsheet Journal Upload Process Training Guide - 10-28-2015

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DOCX, 1.43 MB
General Ledger Workflow Training Guide - 11-02-2015

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DOCX, 1.44 MB
Requesting ChartFields Training Guide - 10-23-2015

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DOCX, 8.06 MB
Using the KGL00001 Cash Balance Report - 11-02-2015

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DOC, 823.00 KB
Using the FIN2001 Journal Entry Detail Report - 11-04-15

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DOC, 814.50 KB

Interfunds

Interfund Processing Training Guide - 11-20-2015

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DOC, 2.28 MB

Projects & Grants

Billing Manager Dashboard - 11-11-2015

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DOCX, 499.15 KB
Blue Bird Award Process - 10-16-2015

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DOCX, 1.12 MB
Contracts Workbench - 11-06-2015

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DOCX, 785.31 KB
Federal Draw Down Process Job Aid 11-03-2015

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DOCX, 1.74 MB
Federal Financial Report - 11-11-2015

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DOCX, 702.69 KB
How to Create a Customer Contract - 10-14-2015

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DOCX, 1.36 MB
Manager Transaction Review - 11-11-2015

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DOCX, 907.92 KB
Modify Sold To Customer - 10-14-2015

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DOCX, 564.23 KB
Project Costing WorkCenter 10-20-2015

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DOCX, 992.68 KB
Updating a Finalized Budget - 11-06-2015

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DOCX, 957.39 KB
Increasing the Billing Limit on an As Incurred Contract 10-27-2015

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DOCX, 837.90 KB

Purchasing

Creating Requisitions Using Procurement Cards - 10-30-2015

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DOCX, 325.76 KB
Creating Requisitions Using The Web Catalog - 11-04-2015

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DOCX, 279.42 KB
Editing, Saving and Submitting Requisitions - 11-04-2015

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DOCX, 199.20 KB
REQ Tool 2 - Create Requisition Request Options - 11-05-2015

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DOCX, 410.60 KB
Working Errors on the Sourcing Workbench - 11-06-2015

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DOCX, 741.39 KB
BYRDFLT Buyer ID - 11-06-2015

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DOCX, 464.24 KB
Entering Requisitions Training Guide - 11-06-2015

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DOCX, 5.25 MB

Travel and Expense

Adding Attachments to Cash Advances - 10-15-2015

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DOC, 406.00 KB
Canceling Travel Authorizations - 10-15-2015

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DOC, 398.00 KB
Adding Attachments to Travel Authorizations - 10-14-2015

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DOC, 402.50 KB
Adding Attachments to Expense Reports - 10-14-2015

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DOC, 441.50 KB
Creating Cash Advances - 11-05-2015

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DOCX, 911.75 KB
Withdraw a Submitted Expense Report - 10-19-2015

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DOC, 412.50 KB
Creating Expense Reports - 11-06-2015

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DOCX, 1.02 MB
Creating Travel Authorizations - 11-09-2015

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DOCX, 1.65 MB

WorkCenters

Workcenter - My Work - 10-26-2015

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DOCX, 169.74 KB
Understanding WorkCenters - 10-26-2015

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DOCX, 206.49 KB
Workcenter - Reports_Processes Pagelet - 10-26-2015

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DOCX, 187.35 KB
Workcenter - Queries Pagelet - 10-26-2015

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DOCX, 164.28 KB
Workcenter - Links Pagelet - 10-26-2015

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DOCX, 178.22 KB
WorkCenters Training Guide - 11-03-2015

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DOCX, 5.03 MB