Financial System Training

  • ACCESS Use the following spreadsheet for the approvals needed to gain access to PeopleSoft PeopleSoft access
    • Two different databases
      • Production (FIRPD) www.udel.edu/grants
        • Grants Proposala
        • Labor Allocation Module (LAM)
        • UD Obligations
        • A/R Billing Inquiries, reports and reprinting invoices
      • Reporting (FIRPT) www.udel.edu/financials
        • Query Manager or Viewer (EZQs)
        • Report Manager for Monthly Statements
  • SECURITY
    • Page Security determines what your PS Menu looks like in each databse
      • Based on your User ID and Roles assigned
    • Row Level Security determines data you can view or report on
      • Based on Purposes for most financial data
      • Based on dept ID for grants data
  • MODULES
    • General Ledger (General Accounting)
    • Purchase Order (Procurement Services)
    • Accounts Payable (Procurement Services)
    • Grants (OVPR)
    • Non-Student Billing (Billing & Collection)
    • Accounts Receivable (Billing & Collection)
    • Cash Receipts (Cashier's Office)
    • Labor Allocation Module (Budget Office)
    • Space Allocation Module (Procurement)
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