Auxiliary PeopleSoft Financials 8.9 Training
description
Transcript of Auxiliary PeopleSoft Financials 8.9 Training
Janice Chancey, Mgr Fin Info Sys & ReportingController’s Division / HS-B221Phone: 721-3288 / Fax: 706-434-7130
Agenda
eProcurement Workflow Process Queries Inquiries
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.
eProcurement WorkflowDepartmentDepartment
ApprovalApproval
(ePro Authorized Signers) Special ItemSpecial Item
ApprovalsApprovals
1.ITSS Approval
2.Lab Animal Approval
3.Radioactive Approval
4.SOM Dean’s AccountAsset MgmtAsset Mgmt
ApprovalApproval
Kevin DoyleMike Holley
ProjectProjectApprovalApproval
(If Grant project &
equipment will be approved by
the SPA accountant)
BuyerBuyerApprovalApproval
(Approved by the Buyer
listed on the Requisition.)
RequisitionRequisition
(ePro Req Entry)
PurchasePurchaseOrderOrder
DepartmentDepartmentApprovalApproval
(ePro Authorized Signers)
Approval Step 1
- 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.http://www.mcg.edu/comptroller/finreporting.htm
- Department Approval is routed to an Approver Based on the Department ID that is entered on the CFC on the requisition.
DepartmentDepartmentApprovalApproval
(ePro Authorized Signers)
Approval Step 1
Example of Authorized Signature Form for Departments
Approval Step 2
ProjectProjectApprovalApproval
(If Grant project & equipment will be approved by the SPA accountant)
Approval Step 3
Special Special ItemItem
ApprovalsApprovals
1.ITSS Approval
2.Lab Animal Approval
3.Radioactive Approval
4.SOM Dean’s Account
Approval Step 4
Approval Step 5
Asset MgmtAsset MgmtApprovalApproval
Kevin DoyleMike Holley
BuyerBuyerApprovalApproval
(Approved by the Buyer listed on the
Requisition.)
Query
Queries are a mechanism for retrieving information from a database.
They can be customized by a user to retrieve the data needed.
How to Run a Query
Query Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm
AUX Private Queries
Expense i.e., EXPENSE_BOOKSTORE,
EXPENSE_HOUSING, etc. Revenue
i.e., REVENUE_BOOKSTORE, REVENUE_HOUSING, etc.
Depreciation i.e., EXPENSE_DEPRECIATION
Revenue_Bookstore Query
Expense_Bookstore Query
Expense_depreciation
Inquiries
Budget Details Budget Overview
Documentation available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm
Inquiries
Snap-shot of your budget data online Drill-down to transaction level detail
Vouchers Purchase Orders Requisitions Journals
Helpful Resources
Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm eProcurement, Grants, Reports & Inquiries,
Commitment Control and Query UPK Online Training
Based on your security rights Requisitions, Reports, Inquiries & Queries
Where to Go From Here?
Other Training Classes Available Basic Navigation Requisition Training Reports & Inquiries Basic Query
More AUX Specific Training
Questions?