Module 1: PeopleSoft Financials Architecture & ChartFields

• PeopleSoft FSCM overview: modules and integration points
• ChartField configuration: business unit, account, department, product, project
• SetID framework and TableSet sharing across business units
• Ledger groups: primary, secondary, and reporting ledgers
• Accounting calendars and open periods
• PeopleSoft tree manager: department and account trees

Module 2: General Ledger

• Journal entry types: online, spreadsheet, and subsystem journals
• Journal edit and post: approval workflows and posting rules
• Combination editing: ChartField combination rules
• Allocations: step-based cost allocations and pooling
• Consolidation and translation for multi-currency environments
• Closing procedures: year-end close and retained earnings

Module 3: Accounts Payable

• Vendor master: supplier setup and vendor control
• Voucher types: regular, prepayment, and quick invoices
• PO-sourced vouchers: three-way matching in PeopleSoft
• Payment processing: payment selection and payment dispatch
• EFT and wire payment configuration
• 1099 withholding and supplier statement processing

Module 4: Accounts Receivable & Billing

• Customer master setup and customer hierarchy
• Billing: bill types, bill sources, and invoice generation
• AR payment worksheets: direct journal and worksheet entry
• Automatic maintenance: write-offs and deductions
• Credit and collections: ageing and dunning management
• Revenue recognition integration with AR Billing

Module 5: Asset Management

• Asset master: asset profiles, asset categories, and cost types
• Asset acquisition: PO integration and manual additions
• Depreciation processing: conventions, methods, and reporting
• Asset retirement and disposal workflows
• Physical inventory reconciliation
• Asset management reporting: asset register and depreciation schedules

Module 6: Project Costing & Grants

• Project setup: project types, activities, and resources
• Cost collection: labour, material, overhead allocation
• Budget control: project budgets and commitment control
• Billing integration: project-based invoice generation
• Grants management: award setup, budget periods, and sponsor billing
• Project analytics: cost performance and profitability reporting

Module 7: Commitment Control & Budgeting

• Commitment control ledgers: budget, pre-encumbrance, encumbrance, actuals
• Budget definitions and budget checking
• Budget exceptions: budget override and tolerance rules
• Budget journal entry and budget amendment workflows
• Commitment control reporting and budget inquiry
• Public sector budget compliance and appropriation management

Module 8: Reporting, Integration & Career Development

• PS/nVision: financial reporting tool for PeopleSoft
• Query Manager: building custom PS queries for financial data
• Crystal Reports integration with PeopleSoft data
• PeopleSoft Financials integration with HCM and procurement
• Application Engine and Integration Broker overview
• PeopleSoft Financials certification and career pathways in large enterprise environments

PeopleSoft FSCM Implementation Veterans Our PeopleSoft Financials instructors have spent careers implementing PeopleSoft FSCM for complex organisations — large universities, government departments, NHS trusts, and FTSE 100 companies — where PeopleSoft's depth and flexibility are genuinely required.

Public Sector Financial Management Specialists PeopleSoft Financials is the backbone of financial management in many public sector organisations. Our trainers have deep expertise in commitment control, grants management, and public sector reporting requirements that are unique to government and higher education environments.

ChartField & Ledger Architecture Experts Getting ChartField design right is the foundation of a successful PeopleSoft Financials implementation. Our instructors have designed ChartField structures for some of the most complex multi-entity, multi-currency PeopleSoft environments in the world.

PS/nVision & Reporting Specialists Financial reporting from PeopleSoft requires mastery of PS/nVision, Query Manager, and nVision layouts. Our trainers are power users of PeopleSoft's reporting tools, helping finance teams build the reports and dashboards they need.

Cloud Transition Advisory As Oracle promotes PeopleSoft customers toward Oracle Financials Cloud, our instructors provide balanced guidance on the trade-offs, migration planning, and timing considerations — helping organisations make informed decisions about their PeopleSoft future.