Leveraging Our Resources Email Digest
PeopleSoft Tips & Tricks
WHERE IS THE PEOPLESOFT FINANCIALS LOGIN?
- Select Peoplesoft Financials, from the top of this page.
WHERE DO I FIND CAMPUS CONTRACT INFORMATION?
- Select Campus Contracts, from the Faculty and Staff then forms menu on the left.
- Select Current Contracts, from the Faculty and Staff then forms menu on the left.
HOW DO I FIND THE BUYER RESPONSIBLE FOR A SPECIFIC CATEGORY?
- Select Category by Buyer, from the top of this page. (an excel spreadsheet showing buyer name, category code and description, and sub-account code)
WHAT IS THE STATUS OF MY PEOPLESOFT REQUISITION?
- Login to Peoplesoft Financials
- Select Purchasing
- Select Requisitions
- Select Review Requisition Information
- Select Document Status
- Enter the requisition number (ex: 0000055555) into the Requisition ID field
- Select the Search button – this page shows the following information:
- Requisition Status (Approved, Denied, Recycled, Pending Approval, Cancelled, Complete)
- Budget Status (Valid, Not Chk’d, Error)
- Requester Name
- Document ID’s for Purchase Order, Receipt, Voucher, and Payment
- Recommendation – Add this screen to your PeopleSoft Favorites
- Select Add to Favorites, menu upper right
- A standard screen name is shown in the Description field, you may change this and choose a name of your choice.
- Select OK.
WHAT HAPPENS AFTER I CREATE A PEOPLESOFT REQUISITION?