PeopleSoft 9 General Ledger Exam

PeopleSoft 9 General Ledger

The PeopleSoft 9 General Ledger Essentials (1Z0-228) exam is designed for individuals who possess a strong foundation and expertise selling and implementing PeopleSoft 9 General Ledger solutions. This certification exam covers topics such as: General Ledger Business Flow, Journal Entry Creation and Setup, Period Close, and Financial Reporting.

The PeopleSoft Financial Management Implementation Specialist certification recognizes OPN members as OPN Certified Specialists. This certification differentiates OPN members in the marketplace by providing a competitive edge through proven expertise. This certification helps the OPN member’s partner organization qualify for the PeopleSoft Financial Management Specialization

Exam Number:
120 minutes
Associated Certifications:
PeopleSoft 9 Financial Management, General Ledger Consultant Certified Expert

OPN Certified Specialist
of Questions:
Exam Price:
US$ 245

Pricing may vary slightly by country or by localized currency. Check Pearson VUE’s website for exact pricing in your country.
Click Here to Register:

Passing score subject to change. View Details


Recommended Training Additional Information & Resources Exam Topics Fraudulent Activity Policy

Recommended Training
PeopleSoft 9 General Ledger Exam Study Guide (PDF)
OPN Guided Learning Path:
PeopleSoft 9.0 Financial Management Implementation Specialist
Oracle University Training:
General Ledger Rel 9



Additional Information & Resources

Exam Retake Policy
Specialization Catalog (PDF) for all launched and planned Specializations
Product Mapping to Specialization (XLS)
More Training Opportunities for Oracle Partners



Exam Topics

General Ledger Business Flow

  • Describe and perform the implementation plan of General Ledger
  • Describe PeopleSoft General Ledger and data
  • Set up the PeopleSoft General Ledger table structure
  • Describe the integration points between PeopleSoft General Ledger and other PeopleSoft applications
  • Find related information in PeopleBooks

Planning and Creating PeopleSoft Trees

  • Understand PeopleSoft Trees
  • Manage PeopleSoft Tree Structures
  • Manage PeopleSoft Trees
  • Use Tree Utilities

Processing General Ledger Data

  • Use Journal Generator
  • Process on-line journals
  • Handle errors
  • Review journals

Performing Year End Close

  • Define PeopleSoft Year End Close and perform adjusting journals
  • Define ChartField value sets
  • Define closing rules
  • Process Year End Close and Run the Trial Balance
  • Manage Archive Objects and Templates to Data History

Implementing Document Sequencing for General Ledger

  • Define and Implement Document Sequencing

Creating the General Ledger Structure

  • Create General Ledger business units
  • Create and Apply General Ledger tableset sharing
  • Set up Journal Processing Options

Preparing for Journal Processing

  • Understand ledgers
  • Use ledger groups
  • Define ledgers for a business unit
  • Manage accounting periods
  • Use journal processing features
  • Set up Journal Sources, Classes and Speed Types
  • Use summary ledgers
  • Set up multibook processing
  • Define journal generator templates
  • Define accounting entry definition
  • Define Journal Entry Templates
  • Define Journal Sources, Classes, SpeedTypes

Maximizing PeopleSoft General Ledger Processing

  • Process journals - Reversals, Edits, Mark and Post, Unpost, Delete and Copy
  • Set up and using statistical codes and accounts
  • Use cross product drill downs in Journal entries and online inquiries
  • Compare across ledgers

Implementing Interunit and Intraunit Accounting

  • Select and define interunit and intraunit transactions.
  • Configure the Installation Options, Business Units, Ledgers, Ledgers for a Unit, Accounts, Transactions Codes
  • Configure Inter/Intraunit and Pairs Templates
  • Process and reconcile Interunit/Intraunit journals

Setting Installation Options and Common Definitions

  • Set up General Ledger Preferences
  • Establish User Preferences
  • Create Calendars - Business and Detail
  • Use ChartFields
  • Configure ChartFields
  • Use ChartField Inheritance
  • Set up Timespans

Implementing ChartField Combination Editing

  • Define combination edit definitions, rules and groups
  • Link and build the combination edit data tables
  • Maintain and Inquire combination edits
  • Decide on Combo Data Tables or Master Selector Tables

Importing Spreadsheet Journals

  • Configure your system for using Spreadsheet Journal Imports
  • Configure your Spreadsheet, Setting up Defaults and Options
  • Create, edit, delete, and copy Spreadsheet Journals
  • Import Spreadsheet Journals

Reporting Results with PS/nVision

  • Develop PS/nVision elements
  • Develop PS/nVision layouts
  • Run PS/nVision reports



Oracle Certification Program Fraudulent Activity Policy

Oracle reserves the right to take action against any candidate involved in fraudulent activities, including, but not limited to, fraudulent use of vouchers, promotional codes, reselling exam discounts and vouchers, cheating on an exam, alteration of score reports, alteration of completion certificates, violation of exam retake policies or other activities deemed fraudulent by Oracle.

If Oracle determines, in its sole discretion, that fraudulent activity has taken place, it reserves the right to take action up to and including, but not limited to, decertification of a candidate's Oracle Certified Associate, Oracle Certified Professional and/or OCM credentials, temporary, indefinite or permanent ban of a candidate from Oracle certification programs, notification to a candidate's employer, and notification to law enforcement agencies. Candidates found committing fraudulent activities forfeit all fees previously paid to Oracle, or to Oracle's authorized vendors, and may be required to pay additional fees for services rendered.

View the Oracle Certification Program Candidate Agreement which requires your agreement before the start of each exam.

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