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Oracle Peoplesoft

Overview

In this course, students are introduced to the entire PeopleSoft Payables process, from setting up system tables to running Payables reports. Students create their own business units and vendors to use throughout the class. Students learn the different voucher types and how to copy information into vouchers using purchase orders. This course also introduces students to contract vouchers and recurring vouchers. This course processes vouchers through PayCycle and posting payments. Students learn how to manage data through mass updates and inquiries. Students also learn the basics of Journal Generator and how to send accounting entries to the general ledger. This course also covers how to review accounting entries and other Payables information.

Total Duration : 32 Hours 

  • Required Prerequisite
    • Understanding of basic navigation and PeopleSoft concepts
    • Use of control tables to enforce business rules
    • Able to run processes and reports
  • Target Audience
    • Functional Implementer

Course Content

  • Defining Core Tables
    • Setting Installation Options
    • Utilizing TableSets
    • Establishing User Preferences
    • Creating Locations
    • Identifying Currency Options
    • Defining ChartFields
    • Creating Accounting Entry Templates
    • Setting Up Sales and Use Tax Options
  • Setting Up Payables Business Units
    • Identifying General Ledger Business Units
    • Viewing Commitment Control Options
    • Creating a Payables Definition
    • Modifying Payables Options
  • Defining Banks
    • Identifying Common Banking Terms
    • Identifying the Basic Steps of Bank Setup
    • Defining Banks
    • Setting up Bank Branches
    • Defining External Accounts
  • Setting up Payment Data
    • Entering Payment Terms
    • Setting up Additional Payment Data
  • Adding Vendors
    • Explaining Vendors
    • Establishing Vendor Information
    • Adding Vendors
    • Explaining Vendor Conversations
    • Deactivating Vendors
  • Entering Miscellaneous Data
    • Enabling Entry Events
    • Defining Landed Costs
  • Processing Vouchers
    • Identifying Voucher Basics
    • Identifying Voucher Types
    • Manually Uploading Vouchers
    • Creating Quick Invoice Entries
    • Closing, Unposting and Deleting Vouchers
    • Updating Open Items
    • Correcting Voucher Errors
    • Approving Vouchers
  • Utilizing Control Groups
    • Creating Control Groups
    • Deleting a Control Group
    • Running the Control Group Register
  • Creating Voucher Contracts
    • Describing Voucher Contracts
    • Establishing Contract Set Controls
    • Defining Voucher Contracts
    • Closing Voucher Contracts
    • Processing Batch Vouchers
  • Creating a Pay Cycle
    • Identifying Payment Creation Steps
    • Running the Pay Cycle
    • Viewing Payment References
    • Creating a Manual Positive Payment
    • Managing Trouble Shooting
  • Matching
    • Explaining Matching
    • Entering Match Rules and Tolerances
    • Creating Debit Memos
    • Viewing Matching Reports
  • Creating and Managing Payments
    • Using Express Checks
    • Creating Manual Payments
    • Canceling Payments
    • Processing Escheated Payments
    • Processing Rescheduled Payments
    • Creating Drafts
  • Running Batch Processes
    • Running Journal Generator
    • Viewing Open Liabilities
  • Running Inquiries and Reports
    • Viewing PeopleSoft Payables Inquiries
    • Viewing Payables Metrics
    • Running Payables Reports

Certification

PeopleSoft 9.1 Financial Management: Payables Certified Implementation Specialist

Pepole soft

Overview

Oracle's PeopleSoft Enterprise Receivables 9.1 course covers everything from establishing required and default data used to process your receivables transactions to the comprehensive review and management of credit, collections, and exceptions using the extensive capabilities of the Collections Workbench. Learn pending item and deposit entry and processing, payment and maintenance worksheet management to handle overpayments, underpayments, write-offs, deductions, overdue charges, dispute settlements and more. Develop a thorough understanding of how to set up Receivable's automatic cash application process, Payment Predictor, to best serve the unique requirements of your organization. Learn how to set up exception and collection processing, correspondence tools, history and aging tools, automatic maintenance, draft, credit card, and direct debit processing. Develop a thorough understanding of how the key Receivables processes work and how to obtain any Receivables information required by your organization's Management through the use of comprehensive Receivables inquiries and reports.

Total Duration: 40 Hours

  • Required Prerequisite
    • Ability to run processes and reports.
    • Understanding of basic navigation and PeopleSoft concepts.
    • Ability to use control tables to enforce business rules.
  • Target Audience
    • Functional Implementer
    • End Users

Course Content

  • Reviewing Receivables Business Processes
    • Describing the Scope of PeopleSoft Receivables
    • Describing the Implementation Steps for PeopleSoft Receivables
    • Describing PeopleSoft Receivables Integration
    • Describing How To Find Information About PeopleSoft Receivables in PeopleBooks
  • Establishing PeopleSoft Receivables Business Units
    • Describing Business Units
    • Establishing a PeopleSoft Receivables Business Unit
    • Defining SetIDs
    • Using Record Groups
  • Defining Receivables Tables
    • Establishing Installation Options and User Preferences
    • Setting Up Core Credit and Collection Options
    • Setting Up Action Owners and Item Audit History
    • Setting Up Receivables Audit Logging Using the Financials Audit Framework
    • Setting Up Payment Terms
    • Establishing Reference Qualifier Codes
    • Setting Up Detail Calendars
    • Setting Up Receivables Options
  • Setting Up Customers
    • Entering Customer Information
    • Modifying Customer Credit Profiles
    • Entering Additional Customer Information
    • Establishing Contacts
    • Maintain Customer Information
  • Defining Item Processing Tables
    • Describing Item Processing Tables
    • Identifying Group Types
    • Setting Up Origin IDs
    • Describing and Securing ChartFields
    • Setting Up Distribution Codes
    • Identifying System Functions
    • Identifying Entry Types and Entry Reasons
    • Establishing Item Entry Types
  • Entering Items
    • Identifying Online Items and External Items
    • Entering Items Online
    • Receiving External Pending Items
    • Performing the Receivable Update Process
  • Managing Item and Customer Inquiries and Maintenance
    • Reviewing Item Information
    • Updating Item Details
    • Using Conversations
    • Researching Customer Accounts
  • Defining Payment Processing
    • Setting Up Deposit Types
    • Defining Bank Account Information
    • Establishing Automatic Entry System Functions
  • Entering Payments
    • Describing Payment Methods
    • Entering Regular Deposits
    • Entering Express Deposits
    • Processing Cash Drawer Receipts
  • Managing Payment Worksheets
    • Building Payment Worksheets
    • Applying Payments Across Business Units
    • Analyzing Overpayments
    • Applying Underpayments
    • Inquiring on Payments Set to Post
    • Applying Payments to Items Using Multiple Currencies
    • Running the Journal Generator Process
    • Performing Payment Inquiries
  • Using Payment Predictor
    • Describing Payment Predictor
    • Describing Algorithms and Groups
    • Constructing Payment Predictor Methods
    • Using Payment Predictor
    • Analyzing Payment Predictor Reports
  • Managing Item Maintenance
    • Using Maintenance Worksheets
    • Describing the Matching Process
    • Describing the Matching Process
    • Performing a Payment Unpost
    • Using Transfer Worksheets
  • Using the Automatic Maintenance Process
    • Setting Up Automatic Maintenance
    • Performing Automatic Maintenance
  • Aging Receivables
    • Defining History Elements
    • Setting Up Aging Control Tables
    • Creating History Inquiries and Aging Requests
    • Generating Aging Reports
  • Setting Up Exception and Collection Processing
    • Describing Exception and Collection Processing
    • Setting Up System-Defined Conditions
    • Setting Up Reason Codes and Collection Codes
    • Setting Up Actions, Action Owners, and Action Templates
    • Setting Up Collection and Assessment Rules
    • Determining Risk Scores
    • Setting Up the Appearance of the Collections Workbench
    • Running the Condition Monitor Process
  • Managing Credit, Collections, and Exceptions Using the Collections Workbench
    • Accessing the Collections Workbench
    • Working with Action Lists
    • Viewing Customer Details
    • Researching Item Information
    • Reviewing Payment Information
    • Reviewing Aging
    • Reviewing Customer Hierarchy and Credit Profile
    • Managing Conversations and Reviewing Correspondence
  • Generating Statements
    • Describing Statement Types
    • Creating Statement IDs
    • Running the Statements Process
    • Printing Statements
    • Viewing Statements
  • Course Review
    • Reviewing Course Objectives
  • Setting Up Journal Generator
    • Setting Up the Journal Generator Process
  • Reviewing Additional Receivables Topics
    • Creating Dunning Letters
    • Creating Overdue Charges
  • Managing Credit Card Processes and Using Direct Debits
    • Setting Up Credit Card Processing
    • Setting Up Credit Card Profiles
    • Creating Credit Card Payments
    • Resolving Credit Card Payment Exceptions
    • Setting Up Direct Debits
    • Creating Direct Debits
    • Using Direct Debit Worksheets
  • Processing Drafts
    • Setting Up Draft Processing
    • Entering Drafts
    • Using Draft Worksheets

Certification

PeopleSoft 9.1 Financial Management: Receivables Certified Implementation Specialist

pay

Duration: 0 Days

What you will learn

This course is targeted for implementation team members and is designed to provide a solid foundation for implementing PeopleSoft Human Resources for an organization. This course focuses on the flexibility that PeopleSoft HRMS has to offer, and provides clients with a solid foundation on which to base their implementation decisions.

This course covers information required to implement the HRMS system. Through examples and activities, participants learn about and set up the core human resource system foundation tables. After setting up these tables, students will learn about data permission security, add workers into the system, manually and through the creation of template-based hires, and maintain employment history for their workers.

Audience

  • Developer
  • Functional Implementer
  • Reports Developer
  • System Analysts

Related Training

  • Required Prerequisites
    • Maintaining Person and Job Data
  • Suggested Prerequisites
    • Introduction to PeopleSoft for HRMS Rel 9.1

Course Objectives

  • Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing
  • Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments
  • Setting Up Core Foundation Tables Related to Compensation
  • Setting Up Core Foundation Tables Related to Jobs and Pay Groups
  • Adding People in the PeopleSoft System
  • Adding Workers Through Template-Based Hires (SmartHire)
  • Maintaining Person and Job Data
  • Defining the Human Resource Foundation Table Sequence
  • Describing PeopleSoft Enterprise HRMS Products and Business Processes
  • Administering Data Permission Security

Course Topics

  • Business Process Overview
    • Describing PeopleSoft Enterprise HRMS Products and Business Processes
    • Describing PeopleSoft Human Resources Core Foundation Tables
    • Describing PeopleSoft Table Setup Considerations
    • Describing Effective Dating and Action Types
    • Describing Sources of Information About PeopleSoft Human Resources in PeopleBooks
  • Setting Up Core Foundation Tables Related to Installation Settings and Companies
    • Defining the Human Resource Foundation Table Sequence
    • Defining the Installation Table
    • Setting Up the Company Table
  • Setting Up Core Foundation Tables Related to Business Units and TableSet Sharing
    • Defining the Human Resource Foundation Table Sequence
    • Defining SetIDs, Business Units, and TableSet Sharing
  • Setting Up Core Foundation Tables Related to Establishments, Locations, and Departments
    • Defining the Human Resource Foundation Table Sequence
    • Setting Up the Establishment Table
    • Setting Up the Location Table
  • Setting Up Core Foundation Tables Related to Compensation
    • Defining the Human Resource Foundation Table Sequence
    • Setting Up Compensation Rate Code Data
  • Setting Up Core Foundation Tables Related to Jobs and Pay Groups
    • Defining the Human Resource Foundation Table Sequence
    • Setting Up the Job Code Table
  • Administering Data Permission Security
    • Explaining Data Permission Security
    • Identifying Methods of Granting Data Permission Access
    • Administering Tree-Based Security
  • Adding People in the PeopleSoft System
    • Explaining Organizational Relationships
    • Adding a Person in the PeopleSoft System
    • Adding a Job Instance for a Person
  • Adding Workers Through Template-Based Hires (SmartHire)
    • Defining the SmartHire Process
    • Setting Up Hire Templates
  • Maintaining Person and Job Data
    • Maintaining Historical Information for Your Workforce
    • Managing Personal Data and Job Data
    • Creating Action Reason Code
    • Viewing Job Summary Information

Duration: 0 Days

What you will learn

PeopleCode is integrated into every aspect of PeopleSoft applications.
This course gives participants the essential tools to work with object-oriented PeopleCode. Participants actively build programming skills in a PeopleSoft environment. The tools and skills learned in this course provide the participants with the structure of PeopleCode and prepare them to move on to more advanced applications.

  • Learn To
    • Write, edit, and debug PeopleCode programs
    • Integrate PeopleCode with the component processor event flow
    • Use PeopleCode to validate data and control program flow
    • Manipulate data in the component buffer and in SQL tables
    • Program with object-oriented PeopleCode
    • Create and manage application packages
    • Create a graphical representation of data using Charts

Audience

  • Application Developers
  • Developer
  • System Analysts
  • Technical Consultant

Related Training

  • Required Prerequisites
    • Programming experience, preferably in an object-oriented language.
    • Working knowledge of PeopleTools
    • PeopleSoft PeopleTools I Rel 8.50
    • PeopleTools II Rel 8.50
  • Suggested Prerequisites
    • Comfortable with parent/child relationships in PeopleSoft
    • Experience configuring and customizing applications

Course Objectives

  • Use the PeopleCode development tools to write, edit, and debug PeopleCode programs
  • Choose the events in which to place PeopleCode
  • Program with object-oriented PeopleCode
  • Manipulate data in the component buffer
  • Manipulate data in the data buffers and in SQL tables

Course Topics

  • Using PeopleCode Development Tools
    • The Eight Steps of PeopleSoft Application Development
    • Locating PeopleCode Programs
    • Using the PeopleCode Editor
    • Using the PeopleCode Debugger
    • Other Development Tools
  • Describing the Component Processor
    • Events in the Component Processor Flow
    • Search Events
    • Component Build Events
    • Field Action Events
    • Row Action Events
    • Save Action Events
    • Add Mode Processing
    • Deferred Processing
  • Writing PeopleCode Programs
    • Writing PeopleCode Statements
    • Conditional Statements
    • Looping Statements
  • Understanding PeopleCode Events
    • PeopleCode in Search Events
    • PeopleCode in Component Build Events
    • PeopleCode in Field Action Events
    • PeopleCode in Row Action Events
    • PeopleCode in Save Action Events
  • Using PeopleCode Variables
    • Creating User-Defined PeopleCode Variables
    • Using System Variables
    • Incorporating Derived/Work Fields into PeopleSoft Applications
    • Explaining Variable Prompt Tables
  • Using Built-In Functions
    • Types of Built-In Functions
    • Message Catalog Functions
    • All, None, and Prior Value Functions
    • String Functions
    • Other Built-In Functions
    • Reserved Words
  • Writing PeopleCode Functions
    • Writing External PeopleCode Functions
    • Declaring a PeopleCode Function
    • Calling PeopleCode Functions
    • Writing Functions Using Parameters
    • Writing Functions Using the Returns Argument
  • Explaining the Component Buffer
    • Occurs Levels
    • Determining Buffer Allocation
    • Determining the Order of Execution of PeopleCode Programs
  • Accessing Data in the Component Buffer
    • Processing Rows Using Loops
    • Using Fetch Value and Update Value
    • Accessing Data with Multiple Occurs Levels
  • Programming With Object-Oriented PeopleCode
    • Object-Oriented Terms
    • Instantiating Objects
    • Referencing Object Properties by Using Dot Notation
    • Calling Object Methods by Using Dot Notation
    • Explaining Passing by Reference
    • Using Object-Oriented Methods and Properties
    • Using Arrays
  • Referencing Data in the Component Buffer
    • The Data Buffer Classes
    • Instantiating the Buffer Access
    • Classes Using Current Context
    • Traversing the Data Buffer
    • Using Shorthand Dot Notation
    • Traversing the Data Buffer with Multiple Scroll Levels
  • Creating Custom Objects with Application Classes
    • Application Classes
    • Organizing Application Classes Using Application Packages
    • Using the Application Class Editor
    • Application Class Structure
    • Calling Application Classes
    • Passing Parameters to Application Classes
  • Using Data Buffer Methods
    • Using the Sort Method
    • Using the Select Method
    • Using Flush
    • Working With Standalone Row sets
    • More Buffer Methods
  • Executing SQL in PeopleCode
    • Writing SQL Exec Statements
    • Creating SQL Definitions Using the SQL Class
    • Executing SQL Using Record Objects
    • Incorporating Meta-SQL in PeopleCode and SQL
    • Searching PeopleCode for Potential SQL Injection

Duration: 5 Days

What you will learn

This course covers the PeopleSoft Integration tools used to integrate with other PeopleSoft databases and third-party systems, the tools include Integration Broker and component interfaces. The course also covers testing utilities for integrations, including Send Master, Handler Tester Utility, Service Operation Tester Utility and soapUI.
In this course students create and code service operations including transformation programs using Oracle XSL Mapper. They use the Service Operations Monitor to monitor the service operations and performance. Students will also create and test component interfaces, as well as service enabling component interfaces and providing them as a web service.

  • Learn to
    • Configure PeopleSoft Integration Broker
    • Send and Receive Service Operations
    • Integrate data using component interfaces
    • Provide and consume web services with third-party systems.
    • Test connector and message processing using Send Master
    • Benefits To You:Ensure smooth and efficient integrations of your PeopleSoft applications with other PeopleSoft databases and third-party systems to help your organization can quickly adapt to competitive and customer challenges. Produce real-time synchronous and asynchronous integrations, and leverage adapters to several key technology interfaces, such as web services, ftp, and email.

Audience

  • Database Designers
  • System Analysts
  • Technical Consultant

Related Training

  • Required Prerequisites
    • Working knowledge of the Application Designer
    • PeopleSoft PeopleTools I Rel 8.50
    • PeopleTools II Rel 8.50
  • Required Prerequisites
    • PeopleSoft PeopleCode Rel 8.50
    • Working knowledge of PeopleCode

Course Objectives

  • Describe the PeopleSoft integration technologies
  • Configure PeopleSoft Integration Broker
  • Send and receive service operations using PeopleSoft Integration Broker
  • Create integrations requiring transformations, translations, and filtering
  • Integrate data with PeopleSoft and third-party systems using component interfaces
  • Provide and consume web services with third-party systems
  • Test service operations and create IB Generic feeds

Course Topics

  • Course Overview
    • Course Objectives
    • Course Agenda
  • Technology Overview
    • Describing PeopleSoft Integration Technologies
    • Describing Web Services
    • Describing PeopleSoft Integration Broker
    • Describing Services and Service Operations
    • Describing Component Interfaces
  • Introducing PeopleSoft Integration Broker Architecture
    • Describing the PeopleSoft Integration Broker Architecture
    • Describing the PeopleSoft Integration Gateway Describing Connectors
    • Describing the Gateway Services
    • Describing the Integration Engine
    • Explaining the Flow of Inbound Requests to PeopleSoft Integration Broker
    • Explaining the Flow of Outbound Requests from PeopleSoft Integration Broker
  • Configuring PeopleSoft Integration Broker
    • Describing PeopleSoft Integration Broker Configuration
    • Describing Nodes
    • Renaming Local Nodes
    • Creating Remote PeopleSoft Nodes
    • Configuring Integration Gateway Properties
    • Setting Service Configuration
  • Creating Messages
    • Describing Services and Service Operations
    • Describing Messages
    • Creating Rowset-based Messages
    • Describing Rowset-based Message Schema
    • Modifying Rowset-based Message Schema
    • Creating Nonrowset-based Messages
  • Creating Message Parts and Containers
    • Describing Message Parts
    • Creating Part Rowset Messages
    • Reusing Rowset-Based Message Parts
    • Creating Container Messages
  • Creating Asynchronous Service Operations
    • Adding Service Operations
    • Creating and Configuring Queues
    • Securing Service Operations
    • Adding Routings
  • Sending and Receiving Asynchronous Service Operations
    • Sending and Receiving Asynchronous Service Operations
    • Publishing Asynchronous Service Operations
    • Working with Rowsets in Service Operations
    • Populating Attribute Values for Container Messages
    • Describing Application Classes
    • Implementing INotificationHandler
    • Adding Handlers
    • Describing the Other Operation Types
  • Using Service Utilities
    • Describing Service Utilities
    • Administering Services
    • Using the Handler Tester
    • Using Service Operation Tester
    • Building and Validating Service Schemas
  • Monitoring Asynchronous Service Operations
    • Describing Service Operations Monitor and Statuses
    • Monitoring Asynchronous Services
    • Testing FILEOUTPUT Connector
    • Administering Service Operations
    • Logging Service Operation Transactions
    • Setting up Error Notification
    • Archiving Monitor Data
  • Creating Synchronous Service Operations
    • Creating Synchronous Service Operations
    • Describing Synchronous Service Operation Events
    • Implementing IRequestHandler
    • Using Custom Faults
    • Monitoring Synchronous Services
  • Applying Transformations
    • Installing and Configuring JDeveloper
    • Describing Transformation Programs
    • Creating an Application Engine Transform Program
    • Using the Oracle XSL Mapper
    • Testing Transform Programs in PeopleSoft Pure Internet Architecture
    • Adding Transformation to a Routing
    • Versioning Service Operations
  • Applying Data Translations Using Codesets
    • Describing Data Translation
    • Describing Codesets
    • Creating a Codeset Group
    • Creating Codesets
    • Creating Codeset Values
    • Writing a Transform Program for Data Translation
  • Creating and Testing Component Interfaces
    • Describing PeopleSoft Component Interfaces
    • Describing the PeopleSoft Component Interface Architecture
    • Describing the Elements of a Component Interface Definition
    • Creating Applications that Use Component Interfaces
    • Creating Component Interfaces
    • Setting Component Interface Security
    • Testing Component Interfaces
  • Implementing Component Interfaces
    • Describing Component Interface Instantiation
    • Adding Component Interface PeopleCode to an Application
    • Modifying Component Interface PeopleCode
  • Working with Component Interface Collections
    • Describing Component Interface Collections
    • Writing PeopleCode for Component Interface Collections
    • Working with Effective-Dated Data
  • Enabling Component Interfaces as Services
    • Describing Component Interfaces as Services
    • Service Enabling a Component Interface
    • Describing the Generated Service Operations
    • Describing Changing Component Interfaces
  • Providing and Consuming Web Services
    • Integrating with Third-Party Systems
    • Providing Web Services
    • Integrating with BPEL where PeopleSoft is the Provider
    • Consuming Web Services
    • Integrating with BPEL where PeopleSoft is the Consumer
    • Securing Web Services
  • Testing Service Operations
    • Describing the Send Master Utility
    • Identifying the Send Master Project Types
    • Creating an Integration Broker Project
    • Testing SOAP Messages
    • Testing Service Operations Using soapUI
  • Using IB Generic Message Feeds
    • Describing IB Generic Message Feeds
    • Publishing IB Generic Message Feeds
    • Viewing, Editing and Deleting Feeds

Duration: 0 Days

What you will learn

PeopleCode is integrated into every aspect of PeopleSoft applications.
This course gives participants the essential tools to work with object-oriented PeopleCode. Participants actively build programming skills in a PeopleSoft environment. The tools and skills learned in this course provide the participants with the structure of PeopleCode and prepare them to move on to more advanced applications.

  • Write, edit, and debug PeopleCode programs
  • Integrate PeopleCode with the component processor event flow
  • Use PeopleCode to validate data and control program flow
  • Manipulate data in the component buffer and in SQL tables
  • Program with object-oriented PeopleCode
  • Create and manage application packages
  • Create a graphical representation of data using Charts

Audience

  • Application Developers
  • Developer
  • System Analysts
  • Technical Consultant

Related Training

  • Required Prerequisites
    • Programming experience, preferably in an object-oriented language.
    • Working knowledge of PeopleTools
    • PeopleSoft PeopleTools I Rel 8.50
    • PeopleTools II Rel 8.50
  • Suggested Prerequisites
    • Comfortable with parent/child relationships in PeopleSoft
    • Experience configuring and customizing applications

Course Objectives

  • Use the PeopleCode development tools to write, edit, and debug PeopleCode programs
  • Choose the events in which to place PeopleCode
  • Program with object-oriented PeopleCode
  • Manipulate data in the component buffer
  • Manipulate data in the data buffers and in SQL tables

Course Topics

  • Using PeopleCode Development Tools
    • The Eight Steps of PeopleSoft Application Development
    • Locating PeopleCode Programs
    • Using the PeopleCode Editor
    • Using the PeopleCode Debugger
    • Other Development Tools
  • Describing the Component Processor
    • Events in the Component Processor Flow
    • Search Events
    • Component Build Events
    • Field Action Events
    • Row Action Events
    • Save Action Events
    • Add Mode Processing
    • Deferred Processing
  • Writing PeopleCode Programs
    • Writing PeopleCode Statements
    • Conditional Statements
    • Looping Statements
  • Understanding PeopleCode Events
    • PeopleCode in Search Events
    • PeopleCode in Component Build Events
    • PeopleCode in Field Action Events
    • PeopleCode in Row Action Events
    • PeopleCode in Save Action Events
  • Using PeopleCode Variables
    • Creating User-Defined PeopleCode Variables
    • Using System Variables
    • Incorporating Derived/Work Fields into PeopleSoft Applications
    • Explaining Variable Prompt Tables
  • Using Built-In Functions
    • Types of Built-In Functions
    • Message Catalog Functions
    • All, None, and Prior Value Functions
    • String Functions
    • Other Built-In Functions
    • Reserved Words
  • Writing PeopleCode Functions
    • Writing External PeopleCode Functions
    • Declaring a PeopleCode Function
    • Calling PeopleCode Functions
    • Writing Functions Using Parameters
    • Writing Functions Using the Returns Argument
  • Explaining the Component Buffer
    • Occurs Levels
    • Determining Buffer Allocation
    • Determining the Order of Execution of PeopleCode Programs
  • Accessing Data in the Component Buffer
    • Processing Rows Using Loops
    • Using Fetch Value and Update Value
    • Accessing Data with Multiple Occurs Levels
  • Programming With Object-Oriented PeopleCode
    • Object-Oriented Terms
    • Instantiating Objects
    • Referencing Object Properties by Using Dot Notation
    • Calling Object Methods by Using Dot Notation
    • Explaining Passing by Reference
    • Using Object-Oriented Methods and Properties
    • Using Arrays
  • Referencing Data in the Component Buffer
    • The Data Buffer Classes
    • Instantiating the Buffer Access Classes
    • Using Current Context
    • Traversing the Data Buffer
    • Using Shorthand Dot Notation
    • Traversing the Data Buffer with Multiple Scroll Levels
  • Creating Custom Objects with Application Classes
    • Application Classes
    • Organizing Application Classes Using Application Packages
    • Using the Application Class Editor
    • Application Class Structure
    • Calling Application Classes
    • Passing Parameters to Application Classes
  • Using Data Buffer Methods
    • Using the Sort Method
    • Using the Select Method
    • Using Flush
    • Working With Standalone Row sets
    • More Buffer Methods
  • Executing SQL in PeopleCode
    • Writing SQL Exec Statements
    • Creating SQL Definitions Using the SQL Class
    • Executing SQL Using Record Objects
    • Incorporating Meta-SQL in PeopleCode and SQL
    • Searching PeopleCode for Potential SQL Injection

Duration: 5 Days

What you will learn

PeopleTools I introduces the PeopleSoft application development methodology. This 5-day course gives you a general overview of PeopleSoft system architecture, as well as the tool set used to develop new or customize existing PeopleSoft applications.

  • Learn To
    • Develop new PeopleSoft Enterprise applications.
    • Create and deploy a PeopleSoft Internet application.
    • Customize existing PeopleSoft Enterprise applications.
    • Create and modify PeopleSoft definitions.
    • Benefits To You:Understand the PeopleSoft system architecture, application development methodology, and tool set so that you can efficiently build and customize PeopleSoft applications to better meet your organizations business requirements. Quickly create functionality in PeopleSoft applications to take advantage of the unique capabilities of these applications.
  • PeopleSoft Application Designer
    • Enrolling in this course will also give you hands-on experience with the PeopleSoft Application Designer. Learn to create and modify PeopleSoft definitions like fields, records, pages and components. By the end of this course. you'll be able t use PeopleSoft Application Designer to create and deploy a PeopleSoft Internet application.

Audience

  • Application Developers
  • Developer
  • Forms Developer
  • Support Engineer
  • System Analysts
  • Technical Administrator
  • Technical Consultant

Related Training

  • Suggested Prerequisites
    • General knowledge of Windows environment
    • General knowledge of relational database systems

Course Objectives

  • Describe PeopleSoft application design and the technology behind this process
  • Navigate PeopleSoft applications
  • Describe the elements of PeopleSoft Pure Internet Architecture
  • Describe PeopleSoft data organization and validation
  • Implement the eight steps of application development
  • Describe additional application development considerations
  • Organize definitions into projects
  • Demonstrate competence in PeopleSoft application development methodology
  • Search and audit application data

Course Topics

  • Navigating PeopleSoft Applications
    • Using Search Pages
    • Identifying Definitions
    • Entering and Modifying Data
    • Enabling Type Ahead
    • Finding Information Using PeopleBooks
  • Explaining PeopleSoft Architecture
    • Describing PeopleSoft Databases
    • Explaining Data Transfer in PeopleSoft Pure Internet Architecture
    • Identifying Requirements for the Development Environment
  • Organizing Data
    • Describing Relational Data Models
    • Normalizing Data
    • Reading Data Models
  • Validating Data
    • Describing Prompt Tables
    • Using Effective Dating
    • Comparing Validation Types
    • Explaining Tableset Sharing
  • Developing Applications by Using the Eight Steps
    • Describing the PeopleSoft Application Development Process
    • Describing the Application Designer Interface
    • Organizing Definitions in a Project
  • Designing the Application
    • Planning the Application
    • Determining Functional Specifications
    • Determining Technical Specifications
    • Describing the Training Application
  • Defining Fields
    • Discussing Fields in PeopleSoft Applications
    • Identifying Field Definition Types and Properties
    • Creating Field Definitions
    • Assigning Translate Values
  • Creating Record Definitions
    • Explaining Record Definitions
    • Accessing Record Definition Displays
    • Configuring Record Definition Properties
    • Configuring Record Field Use Properties
    • Configuring Record Field Edits Properties
    • Creating a Record Definition
  • Building SQL Tables
    • General knowledge of Windows environment
  • Creating Page Definitions
    • Identifying Page Design Principles
    • Identifying Page and Page Control Properties
    • Adding Page Controls to a Page
    • Creating Page Definitions
    • Implementing Scroll Areas and Grids
  • Defining Components
    • Identifying Component Definition Basics
    • Defining Component Properties
    • Building New Components
  • Registering Components
    • Explaining Component Registration
    • Examining Menu Definitions
    • Identifying PeopleSoft Security Basics
    • Navigating the Portal Registry
    • Registering a Component
  • Testing an Application
    • Creating and Analyzing Test Plans
    • Testing Applications
    • Troubleshooting Common Issues
  • Editing the Registry Structure
    • Discussing Content Organization in PeopleTools Navigation
    • Creating Folders
    • Moving Folders or Content References to New Parent Folders
    • Deleting Folders
  • Creating Menu Definitions
    • Describing the Purpose of a Menu
    • Locating a Component on a Menu
    • Editing Menu Item Labels
    • Creating Menu Definitions
  • Analyzing the Impact of Design Changes
    • Determining Relationships Among Definitions
    • Synchronizing Record Definitions and Database Tables
    • Incorporating Upgrades in the Development Strategy
  • Searching Applications by Using the Verity Search Engine
    • Describing and Performing a Verity Search
    • Generating a Registry Search Collection
    • Adding Keywords to a Search Collection
  • Performing Data Audits
    • Discussing Advantages and Disadvantages of Implementing Audits
    • Implementing Field-Level Audits
    • Implementing Record-Level Audits
  • Importing and Exporting Projects
    • Describing How Projects Transport Definitions Between Databases
    • Exporting Projects
    • Importing Projects and Building Tables

Related Courses

PeopleSoft PeopleTools I Rel 8.50 - Self-Study Course

Duration: 5 Days

What you will learn

PeopleTools II expands on the skills acquired in PeopleTools I. In this five-day course, students gain advanced development and troubleshooting experience as they create applications that incorporate complex features such as views, multiple occurs levels, tableset sharing, subrecords, subpages, style sheets, links, and PeopleCode.

  • Learn To
    • Create records and pages that maintain parent child relationships
    • Enhance application and page functionality
    • Create and use sub records and sub pages
    • Create and use views
    • Write basic PeopleCode programs
    • Troubleshoot applicationsBenefits To You:Expand your development and troubleshooting knowledge of PeopleTools so that you can readily incorporate complex features to further enhance the functionality of your PeopleSoft applications to better meet your organizations business needs.

Audience

  • Application Developers
  • Developer
  • Forms Developer
  • Support Engineer
  • System Analysts
  • Technical Administrator
  • Technical Consultant

Related Training

  • Required Prerequisites
    • Experience with the Eight Steps of Application Development
    • Working knowledge of PeopleSoft Architecture
    • Working knowledge of PeopleSoft Data Organization and Validation
    • PeopleSoft PeopleTools I Rel 8.50

Course Objectives

  • Apply PeopleSoft Design Methodology in developing applications
  • Create and use views as the basis for summary pages, search records, and prompt tables
  • Explain and implement table set sharing
  • Create records and pages that maintain parent child relationships
  • Explain the buffer allocation process and its impact on application performance
  • Create and use sub records and sub pages in an application
  • Write PeopleCode programs to satisfy business requirements and enhance applications
  • Enhance application and page functionality using advanced PeopleTools features, such as images, links, and deferred processing
  • Troubleshoot common problems in PeopleSoft applications

Course Topics

  • Developing Applications with PeopleTools
    • Designing an Application
    • Creating Data Structures
    • Creating User Interfaces
    • Testing Applications
  • Applying Advanced Design Concepts
    • Explaining the PeopleSoft Design Methodology
    • Evaluating a Potential Change to an Application
  • Using Views in PeopleSoft Applications
    • Stating the Purposes of Views
    • Writing SQL Statements to Retrieve Data
    • Creating PeopleSoft SQL Views
    • Creating PeopleSoft Query Views
  • Creating Summary Pages Using Views
    • Explaining the Purpose of Summary Pages
    • Creating Summary Pages Based on PeopleSoft Views
    • Determining the Key Structure for a Summary View
  • Creating and Using Search Records
    • Explaining the Role of Search Records in Components
    • Using Views to Provide Additional Search Criteria
    • Implementing the Add Search Record in a Component
  • Using Views as Prompt Table Edits
    • Setting Up a Prompt Table Edit that Uses a View
    • Explaining the Mechanics of Prompting
    • Creating Views that Take Advantage of Prompting Mechanics
  • Explaining TableSet Sharing
    • Explaining the Functional Aspects of TableSet Sharing
    • Explaining the Technical Aspects of TableSet Sharing
    • Implementing TableSet Sharing
  • Creating Parent-Child Relationships
    • Explaining Methods That Enforce Referential Integrity
    • Creating Parent-Child Record Definitions
    • Enforcing Parent-Child Relationships on Page Definitions
  • Explaining Buffer Allocation
    • Discussing Buffer Allocation
    • Determining the Effect of Buffer Allocation on Performance
  • Creating Subrecords and Subpages
    • Stating the Purpose of Subrecords
    • Creating and Maintaining Subrecords
    • Stating the Purpose of Subpages
    • Creating and Maintaining Subpages
    • Identifying the Caveats for Using Subrecords and Subpages
  • Using Deferred Processing
    • Explaining the Purpose of the Application Server
    • Distinguishing Between Processing Modes
    • Changing the Processing Mode of a Definition
  • Introducing PeopleCode in an Application
    • Explaining the Purpose of PeopleCode
    • Accessing PeopleCode Programs
    • Identifying Elements of PeopleCode Syntax
    • Using PeopleCode to Validate User Input
    • Managing PeopleCode Programs Using Comments
    • Creating Error Messages Using the Message Catalog
    • Implementing FieldEdit, SaveEdit, RowInit, and Field Change PeopleCode
    • Using PeopleCode to Manipulate Fields
  • Using Objects in PeopleCode
    • Defining Object-Oriented Terms
    • Using the Field Object to Satisfy Business Rules
  • Creating Custom Objects with Application Classes
    • Describing Application Classes
    • Organizing Application Classes Using Application Packages
    • Editing Application Classes
    • Calling Application Classes
  • Using Images in PeopleSoft Applications
    • Implementing Image Definitions
    • Implementing Image Field Definitions
    • Retrieving Images with PeopleCode
    • Differentiating Between Image Definitions and Image Fields
  • Designing Pages Using Style Sheets
    • Viewing Relationships Between Style Sheet Elements
    • Overriding the System Style Sheet
    • Using PeopleCode to Modify the Style Property of a Field Object
  • Designing More Advanced Pages
    • Using the Message Catalog in Page Design
    • Creating Pages with Alternate Data Displays
    • Creating Links to Internal and External Pages
  • Using PeopleCode to Create Charts
    • Identifying PeopleCode Charting Classes
    • Explaining Charting Elements
    • Creating Charts

Related Courses

PeopleSoft PeopleTools II Rel 8.50

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