Course Overview
About Course
Oracle PeopleSoft Finance (FSCM) Training is a comprehensive 40‑hour program tailored for functional and technical professionals focused on the Financial Supply Chain domain. It starts by introducing PeopleTools architecture—covering the PeopleSoft Internet Architecture (PIA) tiers—and customizing finance dashboards, SetID navigation, business units, security, and personalization capabilities.
Learners rapidly move into security configuration, designing roles, permission lists, and row-level access control to ensure compliance and data governance. Simultaneously, they master scheduling batch jobs and reports using Process Scheduler, BI Publisher, and Query Manager.
In Billing and Accounts Receivable, trainees process transactions from bill creation to receipt deposits, encountering real-world billing scenarios with invoice posting and revenue recognition. Accounts Payable modules include vendor setup, voucher entry, holds management, and GL interface postings, reflecting true enterprise workflows.
General Ledger module centers on ChartFields setup, ledger configuration, journal creation, intercompany processing, and period close best practices. Participants learn budgeting cycles and GL consolidation through hands-on exercises. Cash Management and Asset Lifecycle modules cover bank statement reconciliation and asset tracking through depreciation, additions, and transfers.
Key integrations—such as AR/AP interfaces to GL and invoice-to-cash flows—are implemented using table-set sharing, ensuring seamless data movement across modules. Reporting capabilities are reinforced through pivot grids and embedded dashboards for real-time insights.
Workflow components, including approval frameworks and alerts, are applied to automate financial processes while enforcing organizational controls. The program concludes with a capstone project, challenging participants to execute a full FSCM cycle—from billing to GL close and cash reconciliation—and to present their work, embedding best practices and peer learning.
With structured labs, real-world scenarios, certification-grade content, and career coaching, graduates emerge ready to assume roles such as PeopleSoft FSCM Functional Consultant, Financial Analyst, or Technical Support Specialist—prepared to drive finance transformation in enterprise deployments.
Course Syllabus
- Module 1: Architecture, Navigation & Fundamentals (4 hrs)
- PeopleTools/PIA architecture – Web, App, DB layers
- Finance dashboard, SetID, business units, PS Calendar, menu personalization
- Module 2: Security, Roles & Access (3 hrs)
- User profiles, roles/permission lists, Query Security, Access Groups
- Module 3: Process Scheduler & Reporting Tools (4 hrs)
- Scheduler setup, job definitions, queues
- BI Publisher, Query Manager, dashboards
- Module 4: Billing & AR Fundamentals (5 hrs)
- Generate bills, invoice load, single-action invoicing
- AR pending items, ARUPDATE, receipts, deposit processing
- Module 5: Accounts Payable (5 hrs)
- Vendor setup, invoice entry, voucher posting
- Voucher workbenches, holds/releases, AP accounting entries
- Module 6: General Ledger (5 hrs)
- ChartFields configuration, Hierarchies, Tree Manager
- Journal entry types, budgets, intercompany, period close
- Module 7: Cash Management & Bank Reconciliation (4 hrs)
- Bank account maintenance, bank statement processing, reconciliation engine
- Module 8: Asset Management (4 hrs)
- Asset book setup, depreciation rules, asset transactions, revaluations
- Module 9: Integration & Data Flow (3 hrs)
- FSCM integration: AP→GL, AR→GL, billing interfaces, table-set sharing
- Module 10: Reporting & Dashboards (3 hrs)
- Develop embedded analytics, pivot grids, scheduled BI reports
- Module 11: Workflow & Approval Processes (3 hrs)
- Approval framework, voucher/invoice workflow design, alerts
- Module 12: Capstone Project & Review (2 hrs)
- End-to-end FSCM cycle: create invoice, post payment, reconcile bank, close GL, analyze results
- Class presentations, peer feedback, best practice review
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Key Features
- Hands-on cloud labs simulating real-world FSCM tasks (billing, AR/AP, GL close, bank reconciliation, asset lifecycle)
- PeopleSoft PIA & Fluid navigation across finance modules and dashboards
- Advanced security model: permission lists, data-level access, Tree Manager configurations
- Robust reporting using Query Manager, BI Publisher, pivot grids, and dashboards
- Batch processing workflows: voucher approval, job scheduling, freeze/reconciliation processes
- Full cycle integration: from invoicing through general ledger to cash management
- Capstone project delivering a full FSCM business process workflow
- Career enrichment: certification readiness, mock interviews, personalized resume support



