PEOPLESOFT DOCUMENT INQUIRIES USING IMAGENOW
PeopleSoft
KUMC
PeopleSoft Document Inquiries
using ImageNow
Procedural Reference
8.9 Version 1.0
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KUMC Confidential
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PEOPLESOFT DOCUMENT INQUIRIES USING IMAGENOW
Table of Contents
Page
Overview ....................................................................................................................................................................................... 3
View Invoice or PO (PO Inquiry) ................................................................................................................................................... 4
View Invoice (PO Voucher) ........................................................................................................................................................... 9
AM90/91 ..................................................................................................................................................................................... 14
Single SpeedType ........................................................................................................................................................... 15
Mail/Distribution Code ..................................................................................................................................................... 17
Appendix
Assistance ....................................................................................................................................................................... 21
Throughout this manual, the  symbol indicates additional information on the left side of the page.
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PEOPLESOFT DOCUMENT INQUIRIES USING IMAGENOW
Overview
Oracle Imaging has been the application for storing scanned POs and Invoices as well as being the repository for the monthly
AM90/91 reports for the entire Medical Center.
Beginning August 30, 2013, POs, invoices and AM90/91 documents will be retrieved from the new repository application, ImageNow.
PeopleSoft remains the starting point for accessing the documents.
Three PeopleSoft panels are affected by this change.
Process Icons
Panel
Button
Business Unit
and
KUMED and RINST
User Inquiry – PO Inquiry
PO Inquiry
User Inquiry – PO Voucher
KU Panel
KUMED only
Financial Reports – AM90/91 Imaging System
AM90/91 criteria page
KUMED and RINST
The process of retrieving a scanned document begins in PeopleSoft by displaying the PO or Voucher, or by entering AM90 criteria.
Instead of using the buttons in PeopleSoft to retrieve the document, you will use the ImageNow application button on your Windows
taskbar or desktop.
The buttons shown above have been disabled in PeopleSoft. Clicking a button will display a message with information on retrieving
the document from ImageNow.
This manual outlines the step-by-step instructions for retrieving these documents using PeopleSoft and ImageNow.
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VIEW INVOICE OR PO (PO INQUIRY)
Display the PO in PeopleSoft. ImageNow will retrieve the scanned PO and Invoice (if available).
Navigation
1. Click PO Inquiry icon.
2. In Business Unit field, select KUMED or RINST.
3. Enter PO ID number.
4. Click
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VIEW INVOICE OR PO (PO INQUIRY)
View Invoice or PO
1. Display desired PO in PeopleSoft.
2. Launch ImageNow using the icon on the right side
of the task bar,
These buttons are
now disabled

3. Enter User Name.
4. Enter Password.
5. Click
.
 Step 3 The User Name and Password for ImageNow are the
same as your network user name and password.
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VIEW INVOICE OR PO (PO INQUIRY)
View Invoice or PO (continued)
After logging in, the ImageNow toolbar appears …
along with the ImageNow Explorer window.
The PO and any related invoices (if available) appear in the list of
documents.
If only one document is retrieved, the document opens automatically
in the ImageNow Viewer.
1. Double-click on the document to be viewed.
The ImageNow Viewer window opens and displays the
document.
You may be prompted with a File Download dialog box.
Always choose Open.
2. Do you want to Print or E-mail the document?
To Print, click
(Print) button on toolbar
and go to step 12.
To E-mail, go to step 3.
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VIEW INVOICE OR PO (PO INQUIRY)
View Invoice or PO (continued)
To email the document:
3. Click the File Menu.
4. Point to Send To.
5. Click E-mail.
6. In the E-mail field enter the email address of the recipient.
e.g. jemployee@kumc.edu
7. Click the Method drop down and choose Attachment.
8. Click
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VIEW INVOICE OR PO (PO INQUIRY)
View Invoice or PO (continued)
9. An Outlook email message window appears. The message
is addressed to the recipient and contains the attachment.
10. Optional: add any additional message in the window.
11. Click
.
12. Close the ImageNow Viewer using the
right of the title bar.
in the upper
13. Close the ImageNow Explorer window and
the ImageNow toolbar using the
in the
upper right of the title bar.
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VIEW INVOICE (PO VOUCHER) – KUMED ONLY
Display the KUMED voucher in PeopleSoft. ImageNow will retrieve the scanned invoice.
Navigation
1. Click PO Voucher icon.
2. In Business Unit field, select KUMED.
3. In Voucher ID field, enter voucher number.
4. Click
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VIEW INVOICE (PO VOUCHER) – KUMED ONLY
View Invoice
1. Display the KU Panel page of the desired voucher in
PeopleSoft.
2. Launch ImageNow using the icon on the right side
of the task bar,
This button is now
disabled

3. Enter User Name.
4. Enter Password.
5. Click
.
 Step 3 The User Name and Password for ImageNow are the
same as your network user name and password.
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VIEW INVOICE (PO VOUCHER) – KUMED ONLY
View Invoice (continued)
After logging in, the ImageNow toolbar and ImageNow Explorer
window appear …
and are overlaid by the ImageNow Viewer, with the Invoice
displayed.
1. Do you want to Print or E-mail the document?
To Print, click
(Print) button on toolbar
and go to step 11.
To E-mail, go to step 2.
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VIEW INVOICE (PO VOUCHER) – KUMED ONLY
View Invoice (continued)
To email the document:
2. Click the File Menu.
3. Point to Send To.
4. Click E-mail.
5. In the E-mail field enter the email address of the recipient.
e.g. jemployee@kumc.edu
6. Click the Method drop down and choose Attachment.
7. Click
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VIEW INVOICE (PO VOUCHER) – KUMED ONLY
View Invoice (continued)
8. An Outlook email message window appears. The message
is addressed to the recipient and contains the attachment.
9. Optional: add any additional message in the window.
10. Click
.
Here is the Invoice you need.
11. Close the ImageNow Viewer using the
right of the title bar.
in the upper
12. Close the ImageNow Explorer window and
the ImageNow toolbar using the
in the
upper right of the title bar.
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VIEW AM90/91
Enter criteria for the AM90/91. ImageNow will retrieve the document.
Navigation
1. Click Financial Reports icon.
2. Click AM90/91 Imaging System icon.
3. Click AM90/91 Imaging System icon.
AM90/91 reports can be retrieved for a single SpeedType or for a
collection of SpeedTypes by using a mail/distribution code.
Instructions for retrieving a single SpeedType start on page 15.
Instructions for retrieving a mail/distribution code start on page 17.
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VIEW AM90/91
Selection Criteria – Single SpeedType
1. Complete the following fields:
Business Unit
Report Date
2. Choose Select SpeedType in Report Selection Options.
3. Enter SpeedType in From and To fields.
This button is now disabled
4. Launch ImageNow using the icon on the right side
of the task bar,

5. Enter User Name.
6. Enter Password.
7. Click
.
 Step 5 The User Name and Password for ImageNow are the same
as your network user name and password.
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VIEW AM90/91
View AM90 Single Speedtype
After logging in, the ImageNow toolbar and ImageNow Explorer
window appear …
and are overlaid by the ImageNow Viewer, with the AM90/91
displayed.
Use the page navigation bar in the lower left to view additional
pages.
Page navigation toolbar
Previous Page
Next Page
NOTE: Pages may appear out of order. For example, you may see
the AM91 page before the AM90 page.
13. Click
(Print) button on toolbar to print the document.
14. Close all windows using the
upper right of each title bar.
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VIEW AM90/91
Selection Criteria – Mail/Distribution Code
1. Complete the following fields:
Business Unit
Report Date
This button is now disabled
2. Choose Select Mail/Distrib Codes in
Report Selection Options.
3. Enter Mail Code in From and To fields.
4. Launch ImageNow using the icon on the right side
of the task bar,

5. Enter User Name.
6. Enter Password.
7. Click
.
 Step 5 The User Name and Password for ImageNow are the same
as your network user name and password.
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VIEW AM90/91
View AM90 Mail/Distribution Code
After logging in, the ImageNow toolbar appears …
along with the ImageNow Explorer window.
NOTE: It will take several seconds to retrieve a mail code.
All SpeedTypes in the mail code requested appear in the list of
documents.
To print multiple SpeedTypes from this window go to page 20.
1. Double-click on the SpeedType to be viewed.
The ImageNow Viewer window opens and displays the
document.
You may be prompted with a File Download dialog box.
Always choose Open.
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VIEW AM90/91
View AM90 Mail/Distribution Code (continued)
2. Use the page navigation bar in the lower left to view
additional pages and SpeedTypes.



Click
(Next Page)  to view next page in this SpeedType
Click
(Previous Page)  to view previous page in this SpeedType
Click
(Next Document)  to view next SpeedType listed in the
ImageNow Explorer window
Click
(Previous Document)  to view previous SpeedType listed in
the ImageNow Explorer window

NOTE: Pages may appear out of order. For example, you may
see the AM91 page before the AM90 page.
3. Click
(Print) button on toolbar to print the document.
4. Close the ImageNow Viewer window using the
to return to the ImageNow Explorer window.
button
5. View and print additional SpeedTypes as needed.
6. Close all windows using the
upper right of each title bar.
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VIEW AM90/91
Print Multiple SpeedTypes from ImageNow Explorer Window
Multiple SpeedTypes can be selected for printing.
Select sequential SpeedTypes:
1. Click on the first SpeedType to include.
2. Hold the Shift key while clicking on the last SpeedType to
include.
3. Click
(Print) button on toolbar.
Select non-sequential SpeedTypes:
1. Click on the first SpeedType to include.
2. Hold the Ctrl key while clicking on the next SpeedType to
include.
3. Repeat step two as needed until all desired SpeedTypes are
selected.
4. Click
(Print) button on toolbar.
Select all SpeedTypes in the list:
1. Press Ctrl+A.
(Hold Ctrl key while pressing the letter A key on the
keyboard.)
2. Click
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(Print) button on toolbar.
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APPENDIX
Assistance
Using PeopleSoft
Direct questions regarding how to utilize the PeopleSoft panels, how to navigate, and other technical or procedural problems with the system to
PeopleSoft Support at ext. 8-1121.
The office is usually staffed from 7:30 AM to 4:30 PM. In the event no one is available to assist, you may leave your question on the office Audix
voice mail system, and we will return your call.
Technical questions regarding the installation of ImageNow should be directed to Technical Support at ext. 8-7995.
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