Financials 9.0 Training Materials
Please use the documents linked below to help you become familiar with how processes function in Financials 9.0. You can also use the UPK Player to view demos of the processes and practice them in the UPK Player simulation environment. The Player and information about how to use it can be accessed from the MaineStreet Portal (Training Tools & Materials > Training Materials > Financials > Financials 9.0).
DOCUMENTATION |
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|---|---|---|---|---|
| Topic | Process Docs | Quick Guides | Test Scripts | Last Revised |
Purchasing Topics |
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| Creating a Requisition | 02/19/09 | |||
Copying a Requisition |
02/19/09 | |||
| Customizing Requisition Screen | 03/26/09 | |||
| Entering Req/One-Time Address | 02/19/09 | |||
| Approving Req Amounts | 02/19/09 | |||
| Creating Receipts | 02/19/09 | |||
| Creating Express POs | 04/02/09 | |||
| Creating PO from Copying PO | 02/19/09 | |||
| Approving/Denying PO Amounts | 02/19/09 | |||
| Entering PO Change Orders | 02/25/09 | |||
| PO Reconciliation Workbench | 03/05/09 | |||
| Entering Comments | 02/19/09 | |||
| Dispatch Methods | 02/19/09 | |||
| Understanding Freight Terms | 02/19/09 | |||
| Purchase Order Types | 02/19/09 | |||
| International phone Numbers | 02/19/09 | |||
| Vendor Topics | ||||
| Vendor Inquiry for Requisitioners | 02/19/09 | |||
| Adding a Vendor | 05/26/09 | |||
| Chart of Accounts Information | ||||
| Chart of Accounts Overview | 02/19/09 | |||
| GL ChartFields Poster | 02/19/09 | |||
| FAST to GL Translate Tool | 02/19/09 | |||
| GLTopics | ||||
| Create/Update Journal Entry | 02/20/09 | |||
| Print Journal Entry | 02/20/09 | |||
| Customize JE ChartField Order | 10/15/09 | |||
| Copy JE via Process Scheduler | 02/19/09 | |||
| Excel Journal Entry | 02/19/09 | |||
| Create & Import a Flat File | 04/30/07 | |||
| Running GL Inquiry Reports | 02/20/09 | |||
| Accounts Payable Topics | ||||
| Creating Control Group & Vouchers | 02/24/09 | |||
| Creating a Voucher with PO | 02/24/09 | |||
Query for Financials Topics (Oracle Created Documentation) |
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|---|---|---|---|---|
| Query Basics | ||||
Creating a Query |
03/05/09 | |||
| Submitting Process Request | QG | 03/05/09 | ||
| Running an Existing Query Using Query Viewer | QG | 03/05/09 | ||
| Running an Existing Query Using Query Manager | QG | 03/05/09 | ||
| Renaming Queries | QG | 03/05/09 | ||
| Making a Query Distinct | QG | 03/05/09 | ||
| Downloading Queries to Excel and CSV Files | QG | 03/05/09 | ||
| Deleting Queries | QG | 03/05/09 | ||
| Defining Query Selection Criteria | ||||
| Applying an Aggregate Function | QG | 03/05/09 | ||
| Specifying Effective Date Criteria | QG | 03/05/09 | ||
| Entering Selection Criteria | QG | 03/05/09 | ||
| Creating a Query Using Having Criteria | QG | 03/05/09 | ||
| Advanced Query Options | ||||
| Defining Expressions | QG | 03/05/09 | ||
| Creating Related Record Joins | QG | 03/05/09 | ||
| Creating Record Hierarchy Joins | QG | 03/05/09 | ||
| Creating a Query at Runtime | QG | 03/05/09 | ||
10/15/09