This Job Aid covers the process of creating, editing, and approving requisitions in the upgraded ONEPeralta system. Creation and Edits
|
|
|
- Berniece Parsons
- 5 years ago
- Views:
Transcription
1 Requisitions Table of Contents This Job Aid covers the process of creating, editing, and approving requisitions in the upgraded ONEPeralta system. Creation and Edits Page Log on to ONEPeralta 2 Create a Requisition 5 Run a Budget Check 15 Copy an Existing Requisition 18 Edit and Cancel a Line 21 Cancel a Requisition 25 Approval Page Approve or Deny a Requisition 29 Push Back a Requisition 31 Approve a Requisition with an Ad Hoc Approver 33 1
2 Log on to ONEPeralta Sign in All ONEPeralta Users 1. Enter into your browser > one.peralta.edu 2. Enter > Peralta User ID and Password 3. Click > Sign In 2 3 Note Due to periodic system improvements and your evolving role within the system, the screenshots in this training may be different from what you will see when you log in to ONEPeralta.
3 Log on to ONEPeralta (cont d) Turn on VPN All ONEPeralta Users If you are having trouble logging into to ONEPeralta, you may need to connect to Peralta s Virtual Private Network (VPN) before you are able to log in to ONEPeralta. Follow the steps below to connect to VPN, then try logging in again. Turn on VPN using one of two methods: 1. Desktop (recommended method) a. Open > FortiClient b. Select > Remote Access c. Enter > Peralta Username and Password 1b 1c
4 Log on to ONEPeralta (cont d) Turn on VPN All ONEPeralta Users 2. Web / Browser a. Enter into your browser > b. Enter > Peralta Username and Password 2b 4
5 Create a Requisition In the upgraded ONEPeralta system, requisitions are required to be created online before they go through a standardized process of approvals. All Requestors 1. Click > NavBar icon 2. Click > Navigator 1 2 5
6 Create a Requisition (cont d) 3. Click > Purchasing > Requisitions > Add/Update Requisition 3 6
7 Create a Requisition (cont d) 4. Click > Add a New Value tab 5. Click > Add 4 5 Note Do not edit the Business Unit and Requisition ID fields! The ID NEXT indicates a new requisition. 7
8 Create a Requisition (cont d) 6. Complete the following fields under the Header section a. Requester b. Requisition Date c. Origin d. Accounting Date* 7. Complete applicable fields under Details tab 8. Click > Requisition Defaults Note The Accounting Date field will default to the current date. You will not edit this field unless the requisition is to pay a prior-year expense (back date). 8
9 Create a Requisition (cont d) 9. Complete all fields under the Line section 10. Complete the following fields under the Schedule section a. Ship To Location: Warehouse b. Due Date* 11. Complete applicable fields under Details tab 12. Click OK Note Enter the expected Ship To date agreed upon with the supplier, or enter the date requested to be delivered if the former isn t known. 9
10 Create a Requisition (cont d) 13. Click > Mark All to select all fields 14. Click > OK Note You will NOT see this page if you did not enter information into the Details tab in the Maintain Requisitions page. 10
11 Create a Requisition (cont d) 15. Complete the following fields if you did not complete them under the Requisitions Defaults tab a. Description b. Quantity c. UOM (Unit of Measure) d. Category e. Price 15 Note Do not enter anything into the Item field under the Details tab. Peralta only accepts requisitions by description, not item. 11
12 Create a Requisition (cont d) 16. Click > Add Comments hyperlink a. Add comments under the Comments section b. Click > Attach > Choose File > Upload 17. Click > OK 16 16a 16b 17 Note Examples of documents that will need to be attached include travel and mileage forms, and quotes for goods or services. 12
13 Create a Requisition (cont d) 18. Click > Ship To/Due Date tab 19. Complete the following fields if you did not complete them under the Requisitions Defaults tab a. Due Date b. Ship To
14 Create a Requisition (cont d) 20. Click > Schedule icon (under Ship To/Due Date tab) 21. Verify the information in the Schedule tab 22. Click > Distribution icon to split the requisition across multiple budgets by adding ChartFields, if necessary 23. Click > Save 24. Verify the Requisition ID updates from NEXT to an automaticallygenerated number
15 Run a Budget Check A budget check is run TWICE: the first time is prior to submitting the requisition, and the second time is after submission. All Requestors Prior to submission: 1. Click > Budget Check icon 2. Confirm Budget Status changes from Not Chk d to Valid 3. Click > Green check icon to submit for approval 4. Confirm Status changes from Open to Pending
16 Run a Budget Check (cont d) All Requestors After submission: 5. Click > Budget Check icon 6. Confirm Budget Status reads Valid
17 Copy an Existing Requisition The upgraded ONEPeralta system allows you to copy over information from an existing requisition. You can use this feature if you are requesting the same or similar goods. All Requestors 1. Click > NavBar icon 2. Click > Navigator
18 Copy an Existing Requisition (cont d) 3. Click > Purchasing > Requisitions > Add/Update Requisition 3 18
19 Copy an Existing Requisition (cont d) 4. Click > Add a New Value tab 5. Click > Add 6. Click > Copy From hyperlink 7. Enter the Requisition ID or Requisition Name of an existing requisition 8. Click > OK
20 Copy an Existing Requisition (cont d) 9. Make edits on Requisitions page where necessary 10. Click > Save 11. Click > Budget Check icon 12. Click > green check icon 13. Click > Budget Check icon
21 Edit and Cancel a Line You can cancel one or more lines of a requisition without canceling the entire requisition. Edits and cancellations are allowed up until a purchase order has been created for the requisition. However, edited requisitions must start the approval process all over again. All Requestors 1. Click > NavBar icon 2. Click > Navigator
22 Edit and Cancel a Line (cont d) 3. Click > Purchasing > Requisitions > Add/Update Requisition 3 22
23 Edit and Cancel a Line (cont d) 4. Click > Find an Existing Value tab 5. Enter Search Criteria 6. Click > Search 7. Click > Requisition ID of desired requisition
24 Edit and Cancel a Line (cont d) 8. Click > Status tab 9. Click > X next to line to be canceled 10. Click > Yes
25 Cancel a Requisition In the event that you need to cancel a requisition entirely, follow the steps below. All Requestors 1. Click > NavBar icon 2. Click > Navigator
26 Cancel a Requisition (cont d) 3. Click > Purchasing > Requisitions > Add/Update Requisition 3 26
27 Cancel a Requisition (cont d) 4. Click > Find an Existing Value tab 5. Enter Search Criteria 6. Click > Search 7. Click > Requisition ID of desired requisition
28 Cancel a Requisition (cont d) 8. Click > X in the header 9. Click > OK
29 Approval Approve or Deny a Requisition Approvals will follow the following WorkFlow: District Level 1: Department Manager Level 2: Vice Chancellor Level 3: Buyer (Purchasing) Ad Hoc: Ad Hoc Approvers (if any) Campus Level 1: Department Manager Level 2: Business Office Level 3: Buyer (Purchasing) Ad Hoc: Ad Hoc Approvers (if any) All Approvers 1. Click > NavBar icon 2. Click > Approvals 1 2 Note This Job Aid will walk you through approvals using the NavBar. However, you are encouraged to use the tiles on the home screen once you become more comfortable with the system. 29
30 Approval Approve or Deny a Requisition (cont d) 3. Select > Requisition for approval 4. Select > Approve or Deny 5. Enter > Comments 6. Click > Submit
31 Approval Push Back a Requisition When minor updates are required, Levels 2 and 3 approvers are able to push back a requisition to the previous approver for edits without denying it altogether. All Approvers 1. Click > NavBar icon 2. Click > Approvals
32 Approval Push Back a Requisition (cont d) 3. Select > Requisition for approval 4. Select > Pushback 5. Enter > Comments 6. Click > Submit
33 Approval Approve a Requisition with an Ad Hoc Approver Some requisitions will require one or more Ad Hoc Approvers. Levels 1, 2, and 3 approvers are able to add Ad Hoc Approvers as necessary as they perform the approval process. All Approvers 1. Click > NavBar icon 2. Click > Approvals
34 Approval Approve a Requisition with an Ad Hoc Approver (cont d) 3. Select > Requisition for approval 4. Click > Approval Chain
35 Approval Approve a Requisition with an Ad Hoc Approver (cont d) 5. Click > + next to your name 6. Enter > User ID of Ad Hoc Approver 7. Click > Insert
This Job Aid covers the process of creating, editing, and approving requisitions in the upgraded ONEPeralta system. Creation and Edits
Requisitions Table of Contents This Job Aid covers the process of creating, editing, and approving requisitions in the upgraded ONEPeralta system. Creation and Edits Page Log on to ONEPeralta 2 Create
How to Enter a Purchase Requisition. On the Cal Poly Portal click CSU Portal- Financial Administration
How to Enter a Purchase Requisition On the Cal Poly Portal click CSU Portal- Financial Administration Pro Tip: Internet Explorer is the recommended web browser for optimal system function. 1 Click on the
Table of Contents. 3. Sending a Requisition for Approval... 9
Table of Contents 1. Create a New Requisition... 2 Step A: Navigate to Add/Update Requisition... 2 Step B: Create a New Requisition... 2 Step C: Basic Information... 3 Step D: Requisition Defaults... 3
University of Wisconsin System SFS Business Process PO.2.01 PO Change Order
Contents PO Change Order Business Process Overview... 1 Process Detail... 2 I. Change Order at PO Header... 2 II. Change Order at PO Line... 5 III. Change Order for PO Schedule... 8 IV. Review Change History...
Table of Contents 9.2 Training Materials For New Users. Table of Contents 1
HSC - Requisitions Purchasing Contact: 405-325-2811 Website: www.ou.edu/purchasing Table of Contents 9.2 Training Materials For New Users Table of Contents 1 Create Requisitions Maintain Requisition Page
Table of Contents 9.2 Training Materials For New Users. Table of Contents 1
HSC - Requisitions Purchasing Contact: 405-325-2811 Website: www.ou.edu/purchasing Table of Contents 9.2 Training Materials For New Users Table of Contents 1 Create Requisitions Maintain Requisition Page
University of Wisconsin System SFS Business Process epro.1.03 Buyer Role Documentation. eprocurement Buyer Role... 2
CONTENTS eprocurement Buyer Role... 2 Buyer WorkCenter (New feature in 9.2)... 3 Options to Review Requisition for Approval... 4 Email... 4 Worklist... 5 Manage Requisition Approvals Page... 6 Buyer WorkCenter...
Table of Contents 9.0 Training Materials For New Users. Table of Contents 1
HSC - Requisitions Purchasing Contact: 405-325-2811 Website: www.ou.edu/purchaing Table of Contents 9.0 Training Materials For New Users Table of Contents 1 Create Requisitions Maintain Requisition Page
On Line Purchase Requisition Approver Instructions
On Line Purchase Requisition Approver Instructions 1. You will receive an email informing you that you have a requisition to review. 2. The email will contain the link to take you to the requisition. Page
Purchasing. Section 10 Purchase Orders. Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket.
Purchasing Section 10 Purchase Orders Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket. Creating a Purchase Order This section contains information on how to enter
Creating Requisitions in eprocurement
My Slice Login... 2 Creating Special Request Requisitions... 3 Creating Direct Connect Requisitions... 11 Approving a Requisition... 13 Requisitions with Multiple Approvers... 21 Designating an Alternate
eprocurement Requisitions
UNIVERSITY OF LOUISVILLE TRAINING MANUAL eprocurement Requisitions The University of Louisville Updated 1/23/13 This document will walk you through how to create non catalog and catalog orders, save Requestor
Work Instructions for using the Specials Requests functionality in eprocurement
Work Instructions for using the Specials Requests functionality in eprocurement All purchase requisitions can be entered using the epro system. If the vendor that you are trying to place a requisition
Online Payment Requests
Table of Contents Requesting a Payment... 2 Additional Features... 5 Modifying a Saved or Denied Request... 6 Payment Request Notifications and Approvals... 7 Stopping a Payment Request... 8 Approving
Key Changes: Add/Update Purchase Order
Key Changes: Add/Update Purchase Order The purpose of this job aid is to provide a visual overview of the Add/Update Purchase Order pages in PeopleSoft version 9.2. The numbers on the images are associated
PeopleSoft Requisition Creation
Purchasing > Requisitions > Add/Update Requisitions PeopleSoft Finance version 8 vs. version 9 Top Menu Features p. 1 Removing the Top Menu Features p. 1 Description page Put the Main Menu back on the
CUNYfirst Requisition Creation
CUNYfirst Requisition Creation Enter username and password to enter system Click Financial Supply Chain Click eprocurement to access the online requisitioning module 4 Click on Create Requisition to access
etendering User Training Guide
United Nations Development Programme etendering User Training Guide TABLE OF CONTENTS: etendering User Training Guide... 0 Common Definitions:... 2 Business Process... 3 Bidder Registration... 5 Entering
SUBJECT: Requisition Workflow Page 1 of 29
SUBJECT: Requisition Workflow Page 1 of 29 You will be completing your Requisition Workflow training in the FSTST environment. To access FSTST, click the FSTST Training Logon hyperlink located at the top
Purchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
Human Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Transferring an Employee This guide describes how to transfer an employee in HCM. A transfer is considered the moving of an employee from one position to another
Asset Management for Asset Processors. Core-CT 9.2 Finance Implementation
Asset Management for Asset Processors Core-CT 9.2 Finance Implementation Asset Management for Asset Processors INTRODUCTION 2 Today s Schedule Module Name Overview of Core-CT 9.2 Asset Processor 9.2 Upgrades
THE UNIVERSITY O K L A H O M A
PeopleSoft Financials Version 9.0 THE UNIVERSITY OF O K L A H O M A Norman Campus PeopleSoft Upgrade 9.0 Requisition Entry & Approver Training Page 1 of 26 University of Oklahoma Purchasing Department
PeopleSoft Purchasing Internal Vendor (IV) Requisition
PeopleSoft Purchasing Internal Vendor (IV) Requisition Purchasing Internal Vendor (IV) Requisition (Rev. 2-14-2018) Table of Contents Purchasing Overview. 3 Requisition Workflow Terminology. 4 Components
Human Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Transferring an Employee This guide describes how to transfer an employee in HCM. A transfer is considered the moving of an employee from one position to another
CHANGE TO A MAJOR IN THE SAME COLLEGE-GRADUATE
CHANGE TO A MAJOR IN THE SAME COLLEGE-GRADUATE This instruction guide will cover how to update a Career by changing a student s major within the same college. This process is completed by Graduate Coordinators
University of Wisconsin System SFS Business Process PO.1.02 PO Approval Workflow Processing
Contents PO Approval Workflow Process Overview... 1 Process Detail... 2 I. Submitting a Purchase Order into the Approval Workflow Process... 2 II. View Approvers in Approval Workflow Process... 5 III.
Accounts Payable Enter a non-po voucher
Business Process 1. To enter vouchers for invoices not associated with a Purchase Order (PO). (Invoices matched to Purchase Orders should be sent to the Business Office for entry.) 2. To add Asset information
PeopleSoft Requisition Manual Using the PeopleSoft Requisition System
PeopleSoft Requisition Manual Using the PeopleSoft Requisition System V8.9 September 2014 Table of Contents OBJECTIVES... 3 OVERVIEW... 3 CUSTOMIZING SCREEN... 4 MODULE 1: ENTERING A REQUISITION... 5 Navigating
CFS 9.2 User Guide Requisition Data Entry
Requisition Data Entry CSUDH, TABLE OF CONTENTS Before You Get Started... 4 Campus-Wide ID + 50... 4 Create a New Requisition... 5 Navigation... 5 Requisition Header... 6 Requisition Details... 13 Saving
Creating a Travel Requisition
Creating a Travel Requisition This Addy Note outlines the steps you will take to create a travel requisition. Step 1. Navigate to: Main Menu > eprocurement > Requisition. 2. On the Requisition Settings
PeopleSoft Purchasing Internal Vendor (IV) Requisition
PeopleSoft Purchasing Internal Vendor (IV) Requisition Purchasing Internal Vendor (IV) Requisition (Rev. 2-15-12) Purchasing Overview Purchase Orders/Change Orders are generated from on-line requisitions.
HR Recruiting Solutions
HR Recruiting Solutions Automated Request to Advertise User Guide Contact Us: web www.csus.edu/irt/acs/services/cms/training/reference.stm phone (916) 278-7337 Service Desk Last updated 4/29/2015 Overview
PeopleSoft Financials epro Process Guide
epro Process Guide General Stores Requisitions Information Management Client Support Services DCATS 210 567 7777 / Option 5 epro Process Guide Version 2 May 2011 Introduction to the PeopleSoft Financials
PSFIN V8.9 Upgrade Training
PSFIN V8.9 Upgrade Training eprocurement Participant Guide Athens, August 29, 2008 Fort Valley, September 12, 2008 Office of Information and Instructional Technology Version 1.1 08/20/2008 Table of Contents
How to create a requisition in Cardinal Financials
How to create a requisition in Cardinal Financials Follow the navigation as seen on the left. It is very important that the Business Unit and Requisition ID be left as CUA and NEXT. Click Add. The field
BGSU/ PeopleSoft Financial Management Solutions (FMS) Principal Investigator s Training Guide
BGSU/ PeopleSoft Financial Management Solutions (FMS) Principal Investigator s Training Guide Principal Investigator s Training Guide 1 Financial Management Solutions Requisition Approval Workflow for
Procurement Services Training Manual. An Introduction to eprocurement and GeorgiaFIRST Marketplace
Procurement Services Training Manual An Introduction to eprocurement and GeorgiaFIRST Marketplace 1 TABLE OF CONTENT Chapter 1: eprocurement and GeorgiaFIRST Marketplace Overview... 3 Benefits of epro
Robinson Manufacturing Company, Inc. College Concepts, LLC. Vendor Shipment Management System (VSMS)
Robinson Manufacturing Company, Inc. College Concepts, LLC. Vendor Shipment Management System (VSMS) http://lansa.robinsonmfg.com/vsms User Documentation 03-10-2017 1 Contents Introduction Key Features...
Absence Management for Managers
Absence Management for Managers User s Guide The College of Lake County 10/1/2017 Page 1 of 71 Table of Contents Absence Management for Managers General Information...4 Smartphone/Tablet Usage...4 Prior
Create a Non-Catalog Requisition
Procurement: Create a Non-Catalog Requisition For employees creating a non-catalog requisition Purpose: How to Access: Helpful Hints: Procedure: Create a non-catalog requisition. Log into the Bear Trax
University of Wisconsin System SFS Business Process PO.2.03 Close Purchase Order
Contents Close PO Process Overview... 1 Buyer WorkCenter... 3 Process Detail... 4 I. Close a Purchase Order... 4 II. Budget Check and Close Verification... 7 III. Close Requisitions (Applicable if eprocurement
1A. Requisition Type = One Time Goods/Service Purchase or Open Purchase Order. Click OK. 1B. Click the hyperlink for Request Non-Catalog Items
CREATE REQUISITION Purpose: To initiate a purchase requisition for approval to the Purchasing Department and subsequent creation of a Purchase Order for transmission to a desired Supplier. How to Access:
REQUISITIONS REQUESTS FOR PURCHASE
REQUISITIONS REQUESTS FOR PURCHASE OVERVIEW This section outlines the steps necessary to enter a Requisition into the FAST Financials System. Departmental Users (a.k.a. Initiators, Requesters) will initiate
Voucher Build Request
Running the Voucher Build for Payroll Federal Tax Vouchers - 10a Purpose: Use this document as a reference for how to run the Accounts Payable process for Running a Voucher Build for Payroll Federal Tax
PeopleSoft Purchasing College Requisition (CR)
FOR USE BY THE OFFICE CAPITAL PROJECTS ONLY PeopleSoft Purchasing College Requisition (CR) CAPITAL PROJECTS (NON OCP FUNDS) Purchasing College Requisition (CR) Capital Projects (Non OCP Funds) 12-19-2017
Travel and Expense System Manual
System Manual 1 Contents Overview... 4 Terminology... 4 The Travel Process... 6 Preparing to Create a Travel Authorization... 6 Assigning a Proxy... 7 Create a Travel Authorization... 8 Errors... 14 Using
Payment Processing How to Use the Payment Request Tool for Suppliers
Payment Processing How to Use the Purpose: The Payment Request Tool can be used to pay low dollar invoices
Dana Innovations. Customer Portal Training Guide
Dana Innovations Customer Portal Training Guide Table of contents Customer Portal Overview 3 Logging in and General Navigation 3 Customer Portal Training Guide 5 Create / Update Sales Orders 6 Track Customer
Purchasing. Table of Contents. Section 1 Purchasing Logging In... 1 Setting My System Profile... 2 Pagelets... 3 My Reports... 5
Purchasing Table of Contents Section 1 Purchasing Logging In..................................................... 1 Setting My System Profile.......................................... 2 Pagelets........................................................
Ver Software Training and Technological Services
Table of Contents Chapter 1 : Contact Information... 1-1 PeopleSoft Contacts... 1-1 PeopleSoft Web Sites... 1-1 Purchasing Contacts... 1-2 Chapter 2 : Requisition Overview... 2-1 Methods of Purchasing...
Jacksonville Aviation Authority (JAA)
Oracle Training isupplier for End Users Jacksonville Aviation Authority (JAA) Page i Table of Contents Introduction... 1 Objectives... 3 Topic 1: isupplier Portal and Home Page Review... 4 Topic 2: isupplier
TEAMS User Guide. Requisitions. First Edition
TEAMS User Guide Requisitions First Edition 2014 Prologic Technology Systems, Inc. All rights reserved. Prologic, the Prologic logo, TEAMS, TEAMS Business Administration, TEAMS Student Accounting, TEAMS
3M Ariba Light Account Network Collaboration for Suppliers
SAP Training Source To Pay 3M Ariba Light Account Network Collaboration for Suppliers External User Training Version: 1.0 Last Updated: 31-Aug-2017 3M Business Transformation & Information Technology Progress
REQUISITION INITIATOR TRAINING A GUIDE TO COMPLETING REQUISITIONS, INQUIRING ABOUT REQUISITIONS STATUS, AND RUNNING REQUISITIONS REPORTS
REQUISITION INITIATOR TRAINING A GUIDE TO COMPLETING REQUISITIONS, INQUIRING ABOUT REQUISITIONS STATUS, AND RUNNING REQUISITIONS REPORTS 11/29/2017 1 STARTING THE REQUISITION PROCESS Login to Colleague
Approving Requisitions in UCF Financials
Approving Requisitions in UCF Financials If you are a requisition approving official, an authorized signatory, or are listed on the Department Authorization List (DAL) as a Purchase Requisition Approver
STP351: Purchase Order Collaboration in SNC
SAP Training Source To Pay STP351: Purchase Order Collaboration in SNC External User Training Version: 4.0 Last Updated: 03-Apr-2017 3M Business Transformation & Information Technology Progress set in
PURCHASING INQUIRY 8.9 TABLE OF CONTENTS
PURCHASING INQUIRY 8.9 TABLE OF CONTENTS CONTENTS: PAGE: Review Requisition 3 Document Status 11 Approval Status 17 Receipt Inquire 22 Change Order History 27 Updated 8/01/2007 Purchasing -- Inquiry Page
ORACLE R12 IPROCUREMENT REFERENCE GUIDE
ORACLE R12 IPROCUREMENT REFERENCE GUIDE Table of Contents 1. Introduction 1.1 Introduction to iprocurement 1.2 What is iprocurement 1.3 Why we use iprocurement 1.4 Logging into iprocurement 1.5 iprocurement
Human Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Updating a Position This guide describes how to update a position in HCM. If you want to update funding, make any position updates first and then you will need
PeopleAdmin. The Role of an Approver. End User Guide
PeopleAdmin The Role of an Approver End User Guide Table of Contents Navigation in PeopleAdmin... 3 Home Page Content... 3 Home Page Navigation... 4 Position Management... 5 STAFF: Approve a Position Action
AM Workflow Transfer (Location ONLY)
Assets Management AM Workflow Transfer (Location ONLY) Organizer(s): David Guerra, Training Coordinator Updated: 02/05/19 Objective How To Prepare & Submit Asset Transfer of Property To a Different Location
Approving and Processing a Material Stock Request (MSR)
APPROVE AN MSR Navigation: Core-CT Financials>Inventory>Fulfill Stock Orders>Stock Requests>Approve Stock Request On the Stock Request Approval page enter the Search Criteria and click Search. Select an
Purpose: Journal vouchers are used to adjust accounting entries for vouchers that have been posted and paid, and whose payments have been posted.
Correcting Accounting Entries in Accounts Payable (Journal Voucher) Purpose: Journal vouchers are used to adjust accounting entries for vouchers that have been posted and paid, and whose payments have
GE Transportation isupplier Portal (isp) Training
GE Transportation isupplier Portal (isp) Training Overview GE Transportation provides our suppliers an excellent resource to easily submit invoices and check invoice and payment status through the GETS
Human Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Creating a Position with Funding This guide describes how to create a position in HCM. Creating a position involves defining position information, salary plan
COST ASSESSMENT DATA ENTERPRISE. CSDR Submit-Review Website: Reviewer Guide
COST ASSESSMENT DATA ENTERPRISE CSDR Submit-Review Website: Reviewer Guide Training Agenda By the end of this training you will understand how to: Log in to the Submit-Review Application Review and comment
MAINTAINING REQUISITIONS
Revised 10/21/15 Page 1 of 13 TABLE OF CONTENTS MAINTAINING REQUISITIONS MAINTAING A REQUISTION IN BANNERWEB (SSB)... 3 LOGGING INTO BANNERWEB... 3 VIEW/PRINT/CHECK APPROVALS FOR A REQUISTION IN BANNER
Government of the District of Columbia. District of Columbia Human Resources (DCHR) PeopleSoft 9.0 Upgrade. Recruiting: Approve Job Openings
Government of the District of Columbia District of Columbia Human Resources (DCHR) PeopleSoft 9.0 Upgrade Including: Approval First Level Approval Final Level End User Manual June 2010 Version 1.0 Table
University of Massachusetts Amherst * Boston * Dartmouth * Lowell * President s Office * Worcester
Create a Requisition through the UMASS Marketplace This job aid provides the steps required for entering a basic eprocurement requisition using the UMass Marketplace. Step 1. Log into the Finance system
Human Capital Management: Step-by-Step Guide
Human Capital Management: Step-by-Step Guide Creating a Position with Funding This guide describes how to create a position in HCM. Creating a position involves defining position information, salary plan
Training Guide. isupplier Training Guide. Oracle E-Business Suite eprocurement Training isupplier Portal for End-Users. Page i
Oracle E-Business Suite eprocurement Training isupplier Portal for End-Users Revision date: August 22, 2016 Page i Table of Contents Introduction... 1 Objectives... 2 Topic 1: Topic 2: Topic 3: Topic 4:
Copyright Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3
Copyright 1999-2017 Basware Corporation. All rights reserved.. Vendor Portal User Guide Basware P2P 17.3 Table of Contents 1 Vendor Portal Registration... 4 1.1 Register for Vendor Portal...4 2 Vendor
Manage Employee Access
University of Maine System PeopleSoft Financials 8.4 Manage Employee Access General Ledger Page 1 of 33 GL Inquiry Pages TABLE OF CONTENTS 1. OVERVIEW...3 2. EMPLOYEE ACCESS TO FINANCIALS...3 3. SETTING
DSG TRANSPORTATION MANAGEMENT SYSTEM FOR VENDORS
Overview This job aid is intended to provide support as you perform tasks and actions within the Dick s Sporting Goods (DSG) Transportation Management System (TMS) Vendor Portal. The TMS Vendor Portal
Requisition line View New Change Cancel... 60
User Manual erequisitions - Table of Contents How to use this manual... 4 Overview... 4 to erequisitions... 5 Overview... 5 Navigation... 6 How to access and exit erequisitions... 7 How to change password
Panther Mart Shopper Training Guide
Panther Mart Shopper Training Guide Shopper Guide Panther Mart Training Manual Table of Content Chapter 1 Introduction.. 2 Overview and Contact Information.... 2 Roles in Panther Mart..... 3 Workflow Rules....
Bank Staff User Guide. Sections in this guide are:
BANKSTAFF USERGUIDE Bank Staff User Guide Sections in this guide are: 1. Logging in for the first time 2. Changing Password 3. Changing Security Question and Answer 4. Requesting a Shift 5. Authorise a
Record. Copy Record. Done
FacilityMax Navigation icons Execute Search Search Back to Browse QuickFind Filter Zoom Print Email Record Page Navigationprevious/next page Page Navigationfirst/last page Add Personal Query Delete Personal
SUBMIT REIMBURSEMENT FOR NON-TRAVEL RELATED EXPENSES
SUBMIT REIMBURSEMENT FOR NON-TRAVEL RELATED EXPENSES Description: This process documents how to submit reimbursements for non-travel related expenses. A Shopper is the person who is requesting the purchase.
Chemical Requestor: How to Order Chemicals using SLAC s PeopleSoft eprocurement Requisition
Chemical Requestor: How to Order Chemicals using SLAC s PeopleSoft eprocurement Requisition Prerequisite: Verify that you have access to createe PeopleSoft eprocurement Requisitions. If you don t have
PeopleSoft Financials epro Process Guide
epro Process Guide Basic Requisitions Information Management Client Support Services DCATS 210 567 7777 / Option 5 epro Process Guide Version 2 May 2011 Introduction to the PeopleSoft Financials Web Requisition
Creating Early Entry Requisitions Job Aid
State of Wisconsin Department of Administration Creating Early Entry Requisitions Job Aid Version 1.0 Version History Version Date Editor Description 1.0 5/5/16 Will Kammerait Initial Release 2.0 5/11/16
Approver Responsibilities Within PeopleSoft. A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016
Approver Responsibilities Within PeopleSoft A Quick Reference Guide for Approving in PeopleSoft Procurement May 2016 Today s Agenda Why is the Approver Role so Important How to Receive the Approval Role
The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions
The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions directly in CMS. The list of requisitions that may be viewed by each Approver will be limited to requisitions
VEROSOL User Guide V1.0 ONLINE SHUTTER ORDERING. Expand your comfort zone
VEROSOL User Guide V1.0 ONLINE SHUTTER ORDERING Expand your comfort zone Verosol order process LOG IN to the Verosol Website - Knowledge Centre - Member Resources - Order Online Shutter Ordering & Made
Quick Reference Guide Welcome to the GBEX Marketplace
Quick Reference Guide Welcome to the GBEX Marketplace HOMEPAGE To begin shopping, select the Click Here To Begin Shopping Button. This will direct you into Office Depot s online catalog specific to your
State of Connecticut Core-CT. Telecommunications Requisitioning
State of Connecticut Core-CT Telecommunications Requisitioning 1 Agenda Overview TSR Requester Responsibilities Creating Requisitions Core-10 TSRs Favorites Templates Special Requests Copy Requisitions
eprocurement and GeorgiaFIRST Marketplace User s Guide for Buyers
eprocurement and GeorgiaFIRST Marketplace User s Guide for Buyers Table of Contents Table of Contents Table of Contents... 2 Introduction... 5 Chapter 1: eprocurement and GeorgiaFIRST Marketplace Overview...
Purpose/Need Statement Matching Overview Matching Pre-Requisites... 5
TABLE OF CONTENTS Purpose/Need Statement... 2 Matching Overview... 2 Matching Pre-Requisites... 5 Matching Configurations Set Up... 7 Match Rules... 7 Purchasing Definition... 11 Payables Definition...
VENDOR USER GUIDE Fall 2018
VENDOR USER GUIDE Fall 2018 CONTENTS 1 Glossary P3 2 Login P4 3 Requisition Grid P5 4 Grid Navigation P6 5 Personal Grid Setup P7 6 Viewing a Requisition P8 7 Q & A P9 8 Vendor Adding a Candidate P10-11
Employee Dashboard Users Guide
Employee Dashboard Users Guide And Training Centre Workflow January 29, 2016 Supply Chain Qualification and Management www.browz.com Table of Contents Employee Dashboard... 2 Manage Employees Tab... 2
Ingersoll Rand ERS and isupplier FAQ s
Ingersoll Rand ERS and isupplier FAQ s Consistent with Ingersoll Rand s commitment to continuous improvement, our suppliers are transitioning to isupplier Portal functionality and Evaluated Receipt Settlement
Revision Control Date By Action Pages T Mistry Document created M Walker Modified 31
Business Process Guide Process: Submit or View Recruitment Request Module: Recruiting Solutions High Level Description Process Module Document Type Submit or View Recruitment Request Recruiting Solutions
4. Select. and should not be modified. The Connect to Supplier Website will display.
This job aid steps you through the business process to create a Punchout requisition. Punchout is a means for connecting to a supplier s website through the city s financial system of record. The Punchout
Quick Reference: Creating a Job Opening (Requisition)
STEP 1 Sign In to PeopleSoft using your Clemson user ID and password. STEP 2 Navigate to Main Menu > Recruiting > Create Job Opening. Office of Human Resources 12/12/2015 Page 1 of 17 Important Information:
SCP-Embraer Train the Trainer. Commercial Invoice
SCP-Embraer Train the Trainer Commercial Invoice Commercial Invoice Overview The Supplier uses the Commercial Invoice to ship material goods and initiate and settle financial transactions related to material
Description: This manual describes the process for a TCAT user to submit a travel claim through Jaggaer for approval.
SUBMIT TRAVEL CLAIM Description: This manual describes the process for a TCAT user to submit a travel claim through Jaggaer for approval. A Traveler/Shopper is a person who is submitting the travel claim.
Maximo Guide for FM Service Contractors Corrective Maintenance Version 2.0
Maximo Guide for FM Service Contractors Corrective Maintenance Version 2.0 Contents Logging in... 2 Start Centre... 3 FM Work Orders Awaiting Scheduling... 4 FM Work Orders Awaiting Commencement... 4 FM