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Comprehensive Guide to Approving Requisitions in PeopleSoft by Ed Barber

Join Ed Barber, Procurement Director, for an in-depth session on the requisition approval process in PeopleSoft. This agenda covers essential topics including the Chart of Accounts crosswalk, submitting requisitions, managing work lists, and utilizing the approval framework for routing approvals to other supervisors. Additional resources, such as instruction handouts and training opportunities, will be provided. Direct assistance can be sought from the Technology Service Desk for any queries regarding system access. Enhance your understanding of requisitions in PeopleSoft today!

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Comprehensive Guide to Approving Requisitions in PeopleSoft by Ed Barber

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Presentation Transcript

  1. Purchasing: Approving Requisitions Facilitator: Ed Barber Procurement Director

  2. Agenda General • Chart of Accounts Crosswalk • Supported PeopleSoft Browsers • PeopleSoft Help Approving Requisitions • Overview of Submitting Requisitions • Managing Work Lists • Routing an Approval to Another Supervisor (a.k.a. Approval Framework) • Making Changes to a Requisition • Additional Steps

  3. Chart of Accounts Crosswalk For instruction on how to use the crosswalk, please view your handout; pshelp.pugetsound.edu/pshelp (PeopleSoft 101>PS Navigation); and/or sign up for the Budget Administration course through the Technology Services>Optimize>Optimize Training page.

  4. Supported PeopleSoft Browsers

  5. PeopleSoft Help • Direct all questions about system access and operation to the Technology Service Desk at 253.879.8585 or servicedesk@pugetsound.edu, and the Service Desk will route your question to the appropriate party. • PeopleSoft Help is up and running (pshelp.pugetsound.edu/pshelp)so you can view instruction videos on how to approve requisitions and look up your budget!

  6. Demonstration Ed Barber will now demonstrate how to submit and approve requisitions in PeopleSoft!

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