Janice Chancey, Mgr Fin Info Sys & Reporting
Controller’s Division / HS-B221
Phone: 721-3288 / Fax: 706-434-7130
PEOPLESOFT FINANCIALS 8.9
TRAINING
Agenda
 Basic Navigation and Overview
 eProcurement Requisitions
 eProcurement Workflow Process
 Reports & Inquiries
Basic Navigation - Login
 The PeopleSoft Financials Icon to login is on
the Portal(MyMCG) home page.
 Your User ID and password for PeopleSoft
will be the same as your Novell NET ID and
Password. When you change your GroupWise
password, then your PeopleSoft password
will change as well.
Basic Navigation – Universal
Navigation Header
•Home - returns you to this
page of the application
•Worklist - takes you to the
list of items awaiting your
attention
•Add to Favorites - allows
you to set a favorite for any
page in the application that you
navigate to often
•Sign-off – to log out of
PeopleSoft Financials
This is the Expand and Collapse
Triangles in PSFIN. You will see them
on many pages. A sideways triangle
means Expand (take a look and it will
show you more information).
This is the Sub-Menu menu. You can
select menu items from the main menu
or from the sub-menu.
This is the Main Menu. If you click on
the “-”, the menu will collapse, and you
can see more viewing screen. The
items that you see on the menu are
based on your security.
Basic Navigation - Fields
The Business Unit for GHSU is 12000.
You can use the Wildcard for searching
for data. It is the % sign.
This is the Look-up Button. You can
click on this button, and all the possible
data values will show up, which will
allow you to select one.
This is the Drop-Down Menu. You can
select items from this drop-down to
use as a search condition. “Begins
with” is the default condition.
These are Action Buttons. You will want
to use the yellow action buttons to
perform action. Common buttons are:
Save, Search, Run, Cancel, etc.
Basic Navigation – Report Data
•Crystal Reports must be run under the PSNT
server.
•SQR Reports and All Other Processes must be
run under the PSUNX server.
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 Requisitions
See the online Training Documents at:
http://www.georgiahealth.edu/finance/peoplesoft/documents/eProcurem
ent-EndUser-mcg_train.doc
These include:
• Creating a Requisition
• Modifying Loaded Line Defaults
• How to Add an Attachment
• Editing, Saving and Submitting a Requisition
• How to Print a Requisition
Requisition – Create Step 1
You can type in a description of your requisition, and put into the Requisition Name box.
Click the look-up button by
Vendor, to search on the Vendor
ID that you are purchasing the
goods or services from.
61500
Click the look-up button by Buyer, to
search on the Buyer ID. Choose the
Buyer by looking at the Buyer’s
Commodity Listing.
Click the look-up button by
Category, to search on the Category
code of the products or services that
you are buying.
Requisition – Create Step 1
The Ship To field is the location that the delivery service will deliver the product too.
Choose a Due Date of when you
want the product delivered.
61500
You can enter Delivery
Attention information in this
box.
The default Location is your room number, and is programmed in from your
security form. Currently, you cannot change this room number here, but must
change it on Step 3.
Requisition – Create Step 1
Leave the Account field blank; it will populate from the Category that you entered.
61500
Enter your Chartfield values of the CFC you want to use to pay for the goods
or services.
Requisition – Create Step 2
Click on 2. Add Items and Services. Then click on the Special Request tab,
and Special Item to add products and services to your requisition.
Requisition – Create Step 3
You must Check the Budget by clicking Check Budget, and Save and Submit
your requisition for approval
eProcurement – Manage Requisitions
Check #
eProcurement Workflow
Department
Approval
Requisition
(ePro Authorized
Signers)
(ePro Req Entry)
Purchase
Order
Buyer
Approval
(Approved by the
Buyer listed on the
Requisition.)
Project
Approval
(If Grant project &
equipment will be
approved by the
SPA accountant)
Asset Mgmt
Approval
AM Staff
Special Item
Approvals
1.
ITSS Approval
2.
Lab Animal
Approval
3.
Radioactive
Approval
4.
SOM Dean’s
Account
5.
X-Ray Approval
Approval Step 1
Department
Approval
(ePro Authorized Signers)
- Department Approval is routed to an Approver
Based on the Department ID that is entered on the
CFC on the requisition.
- To setup departmental approvers, an Authorized
Signature Form for Departments needs to be
Completed for the department ID.
Reports
The most common used Budget Reports are:
• Budget Transaction Detail Report – This report lists the
detailed transactions that hit your CFC.
• Budget Status Report – This report gives you a
summary of your CFC balances.
• Open Encumbrance Report – This report lists all of the
open Purchase Orders for your CFC.
• Project Life Status Report & Grant Administrator
Report – Are both reports that are used to monitor and
reconcile your grant accounts.
Reports – Budget Transaction Detail
Commitment Control > Budget Reports > Budget Transaction Detail
Reports – Budget Status
Commitment Control > Budget Reports > Budget Status
Report – Open Encumbrance
MCG Components > MCG Interfaces and Reports > Report > Open
Encumbrance
Report – P/G Status Project Life
MCG Components > MCG Project Grant > Report > P/G Status Project
Life Basis
Report – Grant Administrator
MCG Components > MCG Project Grant > Report > Grant Administrator
Report
Inquiries
 Budget Details
 Commitment Control > Review Budget Activities >
Budget Details
 Budget Overview
 Commitment Control > Review Budget Activities >
Budget Overview
Inquiries
 Snap-shot of your budget data online
 Drill-down to transaction level detail
 Vouchers
 Purchase Orders
 Requisitions
 Journals
Where to Go From Here?
 Other Training Classes Available
 Basic Navigation
 Requisition Training
 Delivered Reports & Inquiries
 Basic Query
 Resources Available
 Training Documents, Newsletters and FAQs are
located on the PeopleSoft website at:
http://www.georgiahealth.edu/finance/peoplesoft/
 McStrategies Online Tutorial for PSFIN
Questions?