Purchasing: Approving Requisitions

Slides:

Advertisements

Similar presentations

Shopper Training. 2 Welcome to BuzzMart One-stop Online Shopping Electronic Approval Workflow Quantity and Cost Receiving Better, more efficient Procure.

Advertisements

Effective Planning for Procurement January Training Goal To review challenges that delay procurement and to provide guidance to facilitate processing.

WNYRIC Data Warehouse User Group Meeting March 2015 WNYRIC DW Support Team

Agenda Welcome – Introductions & Class Expectations PeopleSoft - eProcurement Overview Intro to the online tool Demo how to create a Requisition - Small.

Purchasing Goods and Services using UTShare

PeopleSoft Approver Training 1. Agenda PeopleSoft Logging on and Navigation Viewing Budgets Approving Pro Cards Approving using Interim Approval Processing.

Banner Finance – Procurement Please Sign In. Housekeeping Cell Phones Facilities –Restrooms –Vending Machines –Emergency Assembly Area Breaks.

1 Submitting and Tracking Requisitions Submitting and Tracking Requisitions.

Page 1 Overview of SATERN Approval Process for Supervisors Note: this package does NOT cover all SATERN functionality for supervisors. Supervisors are.

Contract Liaison Meet & Greet TRAINING Office of Contract Administration Presented: Thursday, February 02, 2012.

© ESC Region 2 M AKE A WISH! Getting what you need…… when you need it. A Basic Overview.

Mandatory Annual ACE Training Fiscal Year 2011 – 2012.

Introduction to PeopleSoft PeopleSoft Training v

Preparing For PeopleSoft FSCM “Go-Live” July 2015 May 18, 2015.

1 Janice Chancey Mgr, Financial Information Systems & Reporting Controller’s Division PeopleSoft Financials Basic Navigation.

1 STATE OF CONNECTICUT Core-CT Project Financials User Group Meeting PO / AP May 24, 2004.

Reporting Time in PeopleSoft Temporary Employees Submitting a Timesheet.

HCM Position Management For Department Employees.

PeopleSoft (PS) Budget Orientation Training Brought to you by: Office of Finance  Contact us at:  Visit us on the web at:

Non-Renewal Performance Overview – A reduction form is used for non-renewal performance for Certified and Administrative positions. Please remember to.

OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 1 Requisition Approval Orientation FMS 8.8 5/19/05 John Speros, Procurement.

Janice Chancey, Mgr Fin Info Sys & Reporting Controller’s Division / HS-B221 Phone: / Fax:

REQUISITIONS, PURCHASE ORDERS, & RECEIPTS Purchasing Application Training Course City of Decatur 1.

Travel Liaison Training- Part 1 City of Albuquerque.

Supplemental Pay Recommend for Hire Overview – A personnel requisition is used for supplemental pay vacancies when a staff member is placed in a coach.

UNC Charlotte Purchasing Card Training. Agenda Program Overview Roles and Responsibilities Internal Policies and Procedures Documents and Reference Materials.

1 Janice Chancey Mgr, Financial Information Systems & Reporting Controller’s Division PeopleSoft Financials Basic Navigation.

Budget Process April 2011 Linda Corva, Assistant Vice President/Controller.

Agresso 5.5 Requisition Approval Trainer: Abigail Carberry Wednesday,11 August 2010.

Travel & Expense Training PeopleSoft Financials Together We RISE!

PeopleSoft 8.9 Upgrade from 8.4 to 8.9. September Upgrade Plan  Upgrading PeopleSoft Finance from version 8.4 to version 8.9  First of two planned.

Concur Training Session January Concur Training Introduction of Implementation Team Agenda What is Concur and what does it do? Getting Started Travel.

1 Tina Fletcher Financial Information Systems & Reporting Controller’s Division PeopleSoft Financials Basic Navigation.

August, 2016 Cornerstone Transforming the Way We Work at Rutgers Training: Course Pathway.

PeopleSoft Training PeopleSoft Nomenclature Account: description of item Department: cost center (funding source) Fund: type of funds, State, student.

PeopleSoft (PS) Budget Orientation

Agenda Course Objectives UTShare Purchasing Terminology

I’m a budget manager. Now What??

Purchasing Goods and Services Using UTShare PeopleSoft

Update Purchasing and Distribution Services FAR September 20, 2017

WEBINAR Presentation for Fleet Coordinators

PeopleSoft Financials Basic Navigation

PeopleSoft (PS) Budget Orientation

PeopleSoft 9.2.

PeopleSoft Financials Reports and Inquiry Training

PeopleSoft 9.2.

Staff Training Travel Authorization electronic approvals

Financials Supply Chain Management Getting the most out of your ePro experience Course Description This course will provide an opportunity to discuss.

PeopleSoft 9.2.

Structure Using SACS and Escape

PeopleSoft Financials Reports and Inquiry Training

eProcurement Breakout Session

PO Look UP A simple reference for looking up your Purchase Order in Peoplesoft 8.8.

Introduction to myGate Finance.

Requisition Process Overview for Managers at CMSD

Financial Affairs Announcements

PeopleSoft Financials Basic Navigation

PeopleSoft 9.2.

Subawards.com Training

Log In to SciQuest.

PeopleSoft Financials Reports and Inquiry Training

Approving Requests & Expense Reports for Supervisors

Controller’s Office – Journal Entry Training March 19, 2019

Grad Canvas - Students.

Getting Started In Concur

PeopleSoft 9.2.

PeopleSoft Financials Reports and Inquiry Training

PeopleSoft 9.2.

UU funding allocation is based on a quarterly budget, hence each quarter begins a new funding request and approval process. Associate submits request.

Doing Business with the Business Office

Presentation transcript:

Purchasing: Approving Requisitions Facilitator: Ed Barber Procurement Director

Approving Requisitions Agenda General Chart of Accounts Crosswalk Supported PeopleSoft Browsers PeopleSoft Help Approving Requisitions Overview of Submitting Requisitions Managing Work Lists Routing an Approval to Another Supervisor (a.k.a. Approval Framework) Making Changes to a Requisition Additional Steps

Chart of Accounts Crosswalk For instruction on how to use the crosswalk, please view your handout; pshelp.pugetsound.edu/pshelp (PeopleSoft 101>PS Navigation); and/or sign up for the Budget Administration course through the Technology Services>Optimize>Optimize Training page.

Supported PeopleSoft Browsers

PeopleSoft Help Direct all questions about system access and operation to the Technology Service Desk at 253.879.8585 or servicedesk@pugetsound.edu, and the Service Desk will route your question to the appropriate party. PeopleSoft Help is up and running (pshelp.pugetsound.edu/pshelp) so you can view instruction videos on how to approve requisitions and look up your budget!

Demonstration Ed Barber will now demonstrate how to submit and approve requisitions in PeopleSoft!