Auxiliary PeopleSoft Financials 8.9 Training

1. Janice Chancey, Mgr Fin Info Sys & Reporting Controller’s Division / HS-B221 Phone: 721-3288 / Fax: 706-434-7130 Auxiliary PeopleSoft Financials 8.9 Training

2. Agenda • eProcurement Workflow Process • Queries • Inquiries

3. 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.

4. eProcurement Workflow Department Approval (ePro Authorized Signers) Project Approval (If Grant project & equipment will be approved by the SPA accountant) Special Item Approvals ITSS Approval Lab Animal Approval Radioactive Approval SOM Dean’s Account Requisition (ePro Req Entry) Purchase Order Buyer Approval (Approved by the Buyer listed on the Requisition.) Asset Mgmt Approval Kevin Doyle Mike Holley

5. Department Approval (ePro Authorized Signers) Approval Step 1 - 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. This form can be found on the Controller’s Division Website under Financial Accounting and Reporting. http://www.mcg.edu/comptroller/finreporting.htm

6. Department Approval (ePro Authorized Signers) Approval Step 1 Example of Authorized Signature Form for Departments

7. Project Approval (If Grant project & equipment will be approved by the SPA accountant) Approval Step 2 Special Item Approvals ITSS Approval Lab Animal Approval Radioactive Approval SOM Dean’s Account Approval Step 3

8. Asset Mgmt Approval Kevin Doyle Mike Holley Approval Step 4 Buyer Approval (Approved by the Buyer listed on the Requisition.) Approval Step 5

9. Query • Queries are a mechanism for retrieving information from a database. • They can be customized by a user to retrieve the data needed.

10. How to Run a Query • Query Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm

11. AUX Private Queries • Expense • i.e., EXPENSE_BOOKSTORE, EXPENSE_HOUSING, etc. • Revenue • i.e., REVENUE_BOOKSTORE, REVENUE_HOUSING, etc. • Depreciation • i.e., EXPENSE_DEPRECIATION

12. Revenue_Bookstore Query

13. Expense_Bookstore Query

14. Expense_depreciation

15. Inquiries • Budget Details • Budget Overview • Documentation available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm

16. Inquiries • Snap-shot of your budget data online • Drill-down to transaction level detail • Vouchers • Purchase Orders • Requisitions • Journals

17. Helpful Resources • Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm • eProcurement, Grants, Reports & Inquiries, Commitment Control and Query • UPK Online Training • Based on your security rights • Requisitions, Reports, Inquiries & Queries

18. Where to Go From Here? • Other Training Classes Available • Basic Navigation • Requisition Training • Reports & Inquiries • Basic Query • More AUX Specific Training

19. Questions?