Category by Buyer

Leveraging Our Resources

Leveraging Our Resources Email Digest

PeopleSoft Financials

PeopleSoft Tips & Tricks

WHERE IS THE PEOPLESOFT FINANCIALS LOGIN?

WHERE DO I FIND CAMPUS CONTRACT INFORMATION?

  • Select Campus Contracts,  from the Faculty and Staff then forms menu on the left.
  • Select Current Contracts,  from the Faculty and Staff then forms menu on the left.

HOW DO I FIND THE BUYER RESPONSIBLE FOR A SPECIFIC CATEGORY?

  • Select Category by Buyer,  from the top of this page. (an excel spreadsheet showing buyer name, category code and description, and sub-account code)

WHAT IS THE STATUS OF MY PEOPLESOFT REQUISITION?

  • Login to Peoplesoft Financials
  • Select Purchasing
  • Select Requisitions
  • Select Review Requisition Information
  • Select Document Status
  • Enter the requisition number (ex: 0000055555) into the Requisition ID field
  • Select the Search button – this page shows the following information:
    • Requisition Status (Approved, Denied, Recycled, Pending Approval, Cancelled, Complete)
    • Budget Status (Valid, Not Chk’d, Error)
    • Requester Name
    • Document ID’s for Purchase Order, Receipt, Voucher, and Payment
    • Recommendation – Add this screen to your PeopleSoft Favorites
      • Select Add to Favorites, menu upper right
      • A standard screen name is shown in the Description field, you may change this and choose a name of your choice.
      • Select OK.

 

WHAT HAPPENS AFTER I CREATE A PEOPLESOFT REQUISITION?

Purchasing Manual