PeopleSoft – Advanced Inquiry

Getting Started 1. Activate your OSU Internet Username (name.#) 2.Complete the Institutional Data Policy training on OSU Carmen. 3.Complete the PeopleSoft Access Form on the Business Office Web site. Fax to You will receive a packet in the mail once your access has been established.

Accessing PeopleSoft Review the Message of the Day Type your User ID and Password. Click Sign In to access the Financials 8.4 system. Forget your password?

Advanced Inquiry Adding pages to your Favorites Adding a User Defined Journal Entries Requisitions Chartfield User ID Approval History

My Favorites Navigate to User Defined on the PeopleSoft menu Type in the value you would like to add and click Add. 6 alpha-numeric digits Click Save. Note: If the value is already created, the screen will tell you this.

User Defined Navigate to the page you would like to create a book mark for.  Purchasing > Purchase Orders > Review PO Information > Print Pos On the top menu bar, choose Add to Favorites Give it a unique name and click ok. On the menu under my favorites will be all of the l links you have saved.

Review and Print Journal Entries - Get the journal entry number from your eReports.

In PeopleSoft, Navigate to the Journal Entry Inquiry page. Review and Print Journal Entries

Type Journal and click add. Next time you will be able to find this saved entry on the find an existing value tab. Review and Print Journal Entries

1) Business Unit 4) To: Period 12 2) Fiscal Year (ex 2010)5) Journal ID 3) From: Period 16) Click Save 7) Then Click Search

Review and Print Journal Entries Click the Journal ID number and it will take you to the details. On the details page, click Print Journal to print or save the journal

The PDF will appear in a new window. Review and Print Journal Entries

Please take a few minutes look up a journal.  Example entered 06/30/2009 Take a few minutes…

Requisition to Purchase Order Requisitions

From the list select the newest requisition. Requisitions You can then review the details to see if this is your order

This will automatically select the box for the one that you were on. Then Click Document Status. Requisitions This will show you the PO number and allow you to navigate to the PO or invoices associated. 1 2

Please take a few minutes look for requisitions for your ORG.  Use Fiscal Year 2009  UNIV Business Unit. Take a few minutes…

Use Chartfield inquiry to: Check to see if a fund # has been created. Check to see if a fund # has been de-activated. Check to see who owns a fund. Chartfield

Click Fund number Two search options:  Fund  Org BY FUND: Type Fund #, click search BY ORG: Click on the magnifying glass, type in your Org, Click Lookup search

Chartfield search

Please take a few minutes and look for Funds that belong to your ORG. Look for the date one fund was created. Take a few minutes…

Lookup a USER ID: BUXT9735 search Look up USERID

Please take a few minutes and look up USER ID BUXT9640 Take a few minutes…

Navigate to the approval history page Click transaction ID in the drop Down Type your transaction ID. Click Search search Approval History

Please take a few minutes and look up the approval history for 09WW38G7 Take a few minutes…

Advanced Inquiry My favorites User Defined Journal Entries Requisitions Chartfield User ID Approval History

Trouble Shooting I clicked on a link but nothing is happening. I need to change my password. I would like to download the information I see into excel. Navigate to the ASSIST Web page.

Business Office Web site  Office of Information Technology Help  search Resources