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Auxiliary PeopleSoft Financials 8.9 Training
Janice Chancey, Mgr Fin Info Sys & Reporting Controller’s Division / HS-B221 Phone: / Fax: Auxiliary PeopleSoft Financials 8.9 Training
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Agenda eProcurement Workflow Process Queries Inquiries
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eProcurement The eProcurement module allows users to enter requisitions into PeopleSoft Financials to request goods and services. Requisitions are then used to create Purchase Orders that are send to vendors. The eProcurement module also includes an approval workflow process for a requisition to be approved.
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eProcurement Workflow
Department Approval (ePro Authorized Signers) Project Approval (If Grant project & equipment will be approved by the SPA accountant) Special Item Approvals ITSS Approval Lab Animal Approval Radioactive Approval SOM Dean’s Account Requisition (ePro Req Entry) Purchase Order Buyer Approval (Approved by the Buyer listed on the Requisition.) Asset Mgmt Approval Kevin Doyle Mike Holley
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(ePro Authorized Signers)
Department Approval (ePro Authorized Signers) Approval Step 1 - Department Approval is routed to an Approver Based on the Department ID that is entered on the CFC on the requisition. - To setup departmental approvers, an Authorized Signature Form for Departments needs to be Completed for the department ID. This form can be found on the Controller’s Division Website under Financial Accounting and Reporting.
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(ePro Authorized Signers)
Department Approval (ePro Authorized Signers) Approval Step 1 Example of Authorized Signature Form for Departments
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(If Grant project & equipment will be approved by the SPA accountant)
Approval (If Grant project & equipment will be approved by the SPA accountant) Approval Step 2 Special Item Approvals ITSS Approval Lab Animal Approval Radioactive Approval SOM Dean’s Account Approval Step 3
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(Approved by the Buyer listed on the Requisition.)
Asset Mgmt Approval Kevin Doyle Mike Holley Approval Step 4 Buyer Approval (Approved by the Buyer listed on the Requisition.) Approval Step 5
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Query Queries are a mechanism for retrieving information from a database. They can be customized by a user to retrieve the data needed.
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How to Run a Query Query Training Documentation is available at: ning_docs.htm
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AUX Private Queries Expense Revenue Depreciation
i.e., EXPENSE_BOOKSTORE, EXPENSE_HOUSING, etc. Revenue i.e., REVENUE_BOOKSTORE, REVENUE_HOUSING, etc. Depreciation i.e., EXPENSE_DEPRECIATION
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Revenue_Bookstore Query
Ledger Budget Period Period Fund Dept Descr Program Class Account Sum Recognized REVEST_RC 2009 1 12230 Bookstore 23100 42100 452000 2 3 4 5 6 7 8 9 10 11
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Expense_Bookstore Query
Ledger Account Fund Dept Program Class Bud Ref Year Period Total Amt Descr ACTUALS 640100 12230 23100 42100 2009 5 Travel - Employees 640500 Mileage - Employees 698100 Ind Plant OH-Travel 9 10 1 2 3 698300 8 Travel Expense-Allocated Cost 702131 Purchases for Resale-Books 6 7
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Expense_depreciation
Journal ID Journal Date Ledger Account Fund Dept Program Class Project Budget Period Amount Asset Id Fiscal Year Source ADJLEA0309 4/15/2009 CAPITAL 818100 12270 27100 42100 2009 EXT
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Inquiries Budget Details Budget Overview
Documentation available at: ning_docs.htm
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Inquiries Snap-shot of your budget data online
Drill-down to transaction level detail Vouchers Purchase Orders Requisitions Journals
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Helpful Resources Training Documentation is available at: ning_docs.htm eProcurement, Grants, Reports & Inquiries, Commitment Control and Query UPK Online Training Based on your security rights Requisitions, Reports, Inquiries & Queries
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Where to Go From Here? Other Training Classes Available
Basic Navigation Requisition Training Reports & Inquiries Basic Query More AUX Specific Training
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Questions?
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