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

2. Agenda
General Overview
Basic Navigation
Menu Options
Tips and Tricks

3. General Overview Budget Grants Purchasing Catalog Mgmts.
General Ledger
Journal Entries
Accounts Payable

4. PeopleSoft Financials Training Documents

5. Request for Login
You will not be automatically setup in PS Financials because you have attended the Basic Navigation class
Your department must submit a PeopleSoft Financials Security Access Request Form requesting your access
The Security Form is available on the PeopleSoft

6. Where To Login?
The PeopleSoft Financials Icon to login is on the PAWS Portal page under Applications & Tools.
Your User ID and password for PeopleSoft Financials will be the same as your NET ID and Password. This is the same as your SoftServ login.
When you change your password, then your PeopleSoft Financials password will change as well.

7. How to Login? Type in your Net ID and password.
If your user ID does not work, try typing it in ALL CAPS.
If you get a message that your account has been disable, then call:
Gordon
Tina

8. PS Financials Security
Never leave your system unattended
Lock your desktop when you leave your desk
CTRL-ALT-DEL and click on Lock Workstation
Do not share your password
Do not let someone use your Net ID

9. PeopleSoft Financials
Basic Navigation

10. Browser Selections Explorer does not work with PeopleSoft Requisition
Goggle Chrome works great with PeopleSoft Requisition
Firefox works sometimes with PeopleSoft Requisition

11. Menu Navigation and Expand Button
This is the Expand and Collapse Triangles in PSFIN. You will see them on many pages. A sideways triangle means Expand (take a look and it will show you more information).

12. Menu Navigation
Click on a Menu Option, and you will see the next menu options in the middle of the page

13. Menu Navigation
Click on a menu option or submenu option to where you need to go

14. Menu Navigation
Click on Home to go back to see the main menu or you can click on the Main Menu for a drop down menu

15. Menu Navigation
Do Not click on the back button. Use the menus and buttons in PS Financials to navigate. The back button is part of your Internet Browser, not PS Financials.
Click on Sign Out to log out of PeopleSoft Financials, then you can click on the red x to close the window.

16. Universal Navigation Header

17. Setting Favorites
Navigate to the page that you would like to set as a favorite
Click on the Add to Favorites link on the Universal Navigation Bar
The page will now show up on your My Favorites Menu

18. Chart field Information
What makes a CFC?
Account code
Department ID
Fund code
Class code
Program code

19. Requisitions Inquiry Page
This page will also help you see if your requisition is still pending

20. Purchase Order Inquiry Page

21. Menu Navigation e-Procurement
The eProcurement menu is where you find information to submit a requisition.

22. e-procurement Navigation Cont.
This menu is where you would start a requisition.
This menu is where you can review and check the process of your requisition.

23. E-Procurement

24. Mange Requisitions

25. Mange Requisitions

26. Mange Requisitions

27. How to Get Make the TAB Skip Over the Lookup Magnifying Glass
Click on the My Personalization at the bottom of the Main Menu.
Click on the Personalize Option button by Navigation Personalization's.
Choose Yes from the drop-down list by “Tab over Lookup Button”.
(Note: you can also choose Yes by “Tab over Calendar Button”)
Click OK to save your settings.

28. How to Turn off AutoComplete
Click on the My Personalization's at the bottom of the Main Menu.
Click on the Personalize Option button by Navigation Personalization's.
Choose No from the drop-down list by “AutoComplete”.
Click OK to save your settings.

29. If You Need Help Financial Information Systems and Reporting
Problem resolution and general questions
Requisition Workflow Approvals and Security forms
Tina Fletcher –
Department ID creation/editing & Authorized Signature forms
Gordon Prettelt – or
ITS Help Desk

30. Questions