PeopleSoft Training PeopleSoft Nomenclature Account: description of item Department: cost center (funding source) Fund: type of funds, State, student fees, auxiliary Program: intended use of funds Project: sponsored program or grant

PeopleSoft Requisition Procurement Process P-Card or Requisition If under $5,000 and not restricted, place order with P-Card Requirement If over $5,000 or restricted create PeopleSoft Requisition To Procurement for Processing Amount Approval by Department Budget Check

Procurement Select Appropriate Procurement Process Review Req. Issue RFQ, RFP, Sole Source State Use etc... Review Req. Approvals Who, what, where, when, why, how Issue Solicitation Tabulate Responses Review Result with Department Award and Issue Purchase Order

Procurement to Payment Requisition Solicitation RFQ, RFP, IFB etc... Purchase Order or Contract Pre-Encumbrance Encumbrance Vendor Ships, Sends Invoice Receiving Voucher from A/P to Annapolis Expense Payment from Annapolis to Vendor