peoplesoft basic inquiry
TRANSCRIPT
PeopleSoft Basic Inquiry
http://osuebusiness.osu.edu
Getting Started http://osuebusiness.osu.edu/documents/AccessRequestForm_001.xls
1. Activate your OSU Internet Username (name.#)
• https://my.osu.edu/public/IdentityManagement/
• Complete the Institutional Data Policy training on OSU Carmen.
• http://ocio.osu.edu/policy/policies/policy-on-institutional-data/
• http://carmen.osu.edu/
2. Complete the Financial Systems Access Form on the Business Office Web site.
• http://osuebusiness.osu.edu/forms.php
• Fax to 614-688-0529
You will receive a packet in the mail once your access has been established.
Accessing PeopleSoft
Review the Message of the Day
Type your User ID and Password.
Click Sign In to access the Financials 8.4 system.
Forget your password? [email protected]
PeopleSoft CoursesOffered by the Business Office
Basic Inquiry Approvals Data Entry (PREP Entry) Advanced Inquiry
What is PeopleSoft
Financial System Used to track and enter transactions:
Purchasing Asset Management Accounts Payable Accounts Receivable General Ledger activity Travel
Inquiry Overview Use the PeopleSoft® online system to find information.
Dispatched Purchase Orders (PO numbers)
How much money is left on a purchase order
When a purchase order ends
What vouchers have been paid
Print copies of purchase orders
If a vendor is in the database and ready for ordering
Reimbursements (travel, personal, county)
Anatomy of a Page
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PeopleSoft® Home Page
PeopleSoft® Procurement Inquiry Home Page
Purchase Order Inquiry *Find a PO Number
*See the original PO information
*See what was sent to the vendor
PeopleSoft® Purchase Order InquiryOriginal Purchase Order Information
Three search options:
Org # 57001
Org # & Date 570010
PO # 570018AA01
PeopleSoft® Purchase Order InquirySearch Results
PeopleSoft® Purchase Order Inquiry
Click Schedule, then click on Distribution to see Chartfield information
Take five minutes…
Take five minutes and search for a PO for your org. Once you find one see if you can find the following:
Chartfield Comments Vendor Name
Then click return to search and find another one.
Purchase Order Activity Summary *Check the Status
*See if there is money left
*See if there are problems
*Find the invoices paid
PeopleSoft® Purchase Order Activity Summary
Status of Purchase Orders
Three search options:
Org # 57001
Org # & Date 570010
PO # 570018AA01
PeopleSoft® Purchase Order Activity SummaryResults
PeopleSoft® Purchase Order Activity Summary
PO + PO + Change Change OrdersOrders
$ here means a potential $ here means a potential
Match ExceptionMatch Exception
If dispatched If dispatched then this money then this money
can be spent!can be spent!
Are there multiple lines?Are there multiple lines?
PeopleSoft® Purchase Order Activity SummaryInvoice Page
Take five minutes…
Take five minutes and search for a PO for your org. Once you find one see if you can find the following:
The status of the PO The amount remaining on the PO Voucher ID’s for invoices paid on the PO
Then click return to search and find another one.
Voucher Inquiry *Check to see if something was entered
*See if there is a payment on a voucher
*Check to see what chartfield was used
PeopleSoft® Voucher Inquiry
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Limit your search by type and date range!
Click Reset Criteria in between searches.
Take five minutes…
Search for: Voucher ID: 09EE001T
Invoice ID: 634211
PREP ID: BUXT9735 Limit this search by choosing…Voucher Date Type:
Entered on 01/01/2010-01/31/2010
Don’t forget to click Reset Criteria in between searches!
PeopleSoft® Voucher InquiryVendor Lookup
Take five minutes…
Search for: A person. Example: buxton,cynthia A unique vendor. Example: Milo’s Deli.
Identify the vendor and click ok then click search to see the vouchers under that vendor.
PeopleSoft® Voucher InquiryResults
Chartfield Information
Click to view the image of the invoice
Take five minutes…
Search for: Identify the Chartfield used to pay the
invoice Identify the amount paid View the invoice if available.
Voucher Inquiry •Check to see where a payment was mailed.
•See if the vendor cashed the check.
•See if there are other vouchers on your payment.
Payment Information
PeopleSoft® Voucher InquiryPayment Information (cont)
Take five minutes…
Search for: Search for the place a check was mailed. The date a check was cashed. The number of vouchers that made up the
check amount.
PeopleSoft® Vendor Lookup
• Look up to see if a vendor is
active.
•Verify the address
PeopleSoft® Vendor Lookup
Take a few minutes…
Search for: A unique vendor in your area Example Milo’s Deli
PeopleSoft® Purchase Order Print
Print a PO
PeopleSoft® Purchase Order PrintCriteria
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PeopleSoft® Purchase Order PrintProcess Monitor
PeopleSoft® Purchase Order PrintPDF
Take five minutes…
Search for: A Purchase Order Example: 550138AA19
Basic Inquiry recap
Original PO information Status of a PO Print a PO
Inquiry on a Voucher Inquiry on a Payment
Find a vendor
Business Office Web site http://osuebusiness.osu.edu
Office of Information Technology Help https://assist-erp.osu.edu/assistprocurement84/WebHelp/start.htm
Resources