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PeopleSoft Financials Basic Query Training

Learn how to run, schedule, and manage queries efficiently in PeopleSoft Financials system. Explore popular queries and enhance your financial reporting skills.

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PeopleSoft Financials Basic Query Training

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  1. PeopleSoft FinancialsBasic Query Training Financial Information Systems and Reporting Finance Division /Controller’s Division

  2. Agenda • What is a Query? • PeopleSoft Financials Modules • Query Viewer/Query Manager • Search for a Query • Run a Query • Schedule a Query • Recommended Queries • Add to Favorites

  3. What is a Query? A query is a request for information from a database. A database is a structured collection of records or data that is stored in a computer system.

  4. Relationships Among PS Financials Modules Projects (grants) - SPA Requisition (ePro) - EP ARB PeopleSoft HCM Purchase Order – PO (Purchasing) Accounts Payable – AP Receipts – PO (Purchasing) Banner - BNR (Accounts Receivable) Asset Management – AM Journal Lines - GL / Commitment Control - KK

  5. Query Viewer for Running Queries Query Manager for Running and Editing (Advanced Query)

  6. Query Viewer • Allows a user to: • Run a Query to HTML or Excel • Schedule a Query • Add it to Query Favorites • The navigation is: Reporting Tools > Query > Query Viewer

  7. Query Viewer – Search for a Query • Search on a Query by: • Query Name • Uses Record Name • Uses Field Name • Public Query Naming Standards • 120_AP – Accounts Payable Queries • 120_AM – Asset Management Queries • 120_GL – General Ledger/Journal Queries • 120_PO – Purchasing PO Queries • 120_REQ – Purchasing Requisition Queries • 120_BPA – Budget, Planning and Analysis Queries • 120_SPA – Sponsored Accounting Queries

  8. Query Viewer – To Run a Query • To Run a Query • Search on a Query • Click either the HTML or Excel hyperlink beside the query that you want to run. • If there are prompts, you will be prompted to enter your criteria before the query runs.

  9. Query Viewer – Schedule a Query • Schedule a Query • Search on a Query • Click on the Schedule hyperlink • Name the Run Control ID, and Add it • Write a description • Choose Run Date & Recurrence • Choose Type, Format and Distribution • Click OK

  10. Recommended Public Queries to Run • 120_GL_JOURNAL_LIKE_CFC • This will list all expenses that have hit your CFC • 120_GL_JOURNAL_LIKE_CFC_VW • This will list all expenses that have hit your CFC with older history tables available. • 120_GL_JRNL_LIKE_CFC_REV_ONLY • This lists your revenue that was posted to your CFC, if it generates revenue. • 120_GL_BNR_JGEN_DEP_DETAIL • This lists your detailed lumped deposits from Banner.

  11. Recommended Public Queries to Run – Cont’d • 120_SPA_ALL_YRS_ACCTDESC • This lists all activity for your sponsored Project ID. • 120_SPA_EFT_RPTD_NEW • 120_SPA_EFT_RPT_EMP • These queries list effort reported by Project ID or EMPLID. • 120_MCG0005_OPEN_ENC • This run a query that used to be the Open Encumbrance Report. It shows all open encumbrances for your Department ID. • 120_MCG0001_PG_STATUS_LIFE • This runs a query that used to be the Project Grant Status Life Basis report.

  12. Query Viewer – Add to Favorites • To add a query as a Favorite • Search on a Query • Click on the Favorite Hyperlink to the right of the Query name • Note: Once a query is a favorite, then it will come up when you open Query Viewer or Query Manager in a My Favorite Queries box

  13. QUESTIONS

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