Welcome to
ePro Complete
Maria Whalen
Sr. Training Specialist
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Introduction
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Name
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Department you work
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How many years, months, weeks, days with the
University?
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What will you be using Peoplesoft for
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Housekeeping
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Logistics
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Restrooms
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Cafe
Breaks
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1 morning
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Parking Lot items
Handouts
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Class Structure
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Demonstrate
Try it together
Practice
Course Objectives
By the end of the session, participants will be able to:
 Explain the steps in the Requisition Life Cycle
 Explain the two different types of Requisitions
 Create a Description Only Requisition
 Create a Blanket Requisition
 Create a Split Distribution Requisition
 Modify the Requisition
 Cancel a Requisition
 Find the status of your Requisition
 Find the status of your Purchase Order
 Print a Requisition
 Explain the process for changing a PO once the status is PO
Dispatched
Class Outline
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Lesson 1 Overview
Lesson 2 Creating Requisitions
Lesson 3 Managing Requisitions
Lesson 4 Purchase Order Inquiry
Lesson 5 Printing
Self Evaluation Checklist at the end of each
lesson
Lesson 1
By the end of the lesson, participants will be able to:
 Navigate to Purchasing intranet site and access the
Purchasing Policies
 Navigate to the Financial Services intranet site and
access the PeopleSoft Job aides
 Describe the differences between the Chartfield and
Charfield String/Chartfield Key Type
 Explain the Requisition Workflow
 Login to PeopleSoft Training Database
What is PeopleSoft
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PeopleSoft is an application used all of the campuses at UMASS
for HR and Finance.
PeopleSoft Financials houses all financial data from several
integrated applications (Purchasing, Accounts Payable, and
General Ledger).
These applications support the core financial functions of the
University which include Budget, Purchasing, Accounts Payable,
General and Grant Accounting.
Two different PeopleSoft environments:
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Finance Production v8.9 is used for transaction based processing (such as
entering or approving Purchase Orders)
Finance Reporting v8.9 Production is used for running reports and
queries and for on-line inquiries.
Purchasing General Policies
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Expense items can be placed by enduser
Capital Equipment placed by Purchasing
5k-25k -3 quotes or bought off existing bid
contract or sole sourced (except contract for
services)
>25 k –RFP/RFI, bought off existing bid
contract or sole source
PeopleSoft
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End users create requisitons
Facilitates workflow approvals
Batch process – runs budget checks
Encumbers funds and checks budget
Produces PO
Ability to create reports
Requisition Workflow
Purchasing Policies
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Purchasing Policies and Job aids can be located
on the Purchasing Website.
Commonly Used Account Codes
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Commonly Used Accounts Codes provides a
listing of the most frequently used Account
Codes.
Full list of account codes – just added to site!
PeopleSoft Security
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Each login has certain security levels
Contact your Department Security
Administrator if you do not have to correct
security
Chartfield of Account
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The Chart of Accounts (COA) is the foundation of any
accounting system.
Uses Chartfields to define Business Unit, Fund,
Department, Program, Project/Grant, and Class which
make Chartfield String.
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7 Main Characters
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Speedtypes are shortcut to enter Chartfield strings
Chartfield Lookup allows you to look up speedtype
based on Dept ID
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Procard
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Procard carries UMMS liability, with no personal credit
risk
Targeted at low dollar purchases
Payments are made directly to merchants by the bank
for Procard purchases, usually post within 72 hours.
Use of Procard
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Simplify and decentralize the procurement process for
targeted transactions
Enhance the purchasing options offered to
departments;
Reduce the need for petty cash;
Expedite delivery for goods and services;
Reduce payment processing time and expense;
Improve vendor relationships by providing more timely
payments.
Data Entry Key
Chartfield Key
 103436
 109978
Category and Account
 734200 Office Supplies
 767550 Copier Lease
 741970 Non Capital Equipment/Computers less than $5000
 757150 Lecturer
 757030 IT Consulting Services
How do I get Security Access
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Email Cynthia.Burr@umassmed.edu – after you
have completed the class