Transcript
PeopleSoft – Advanced Inquiry
http://osuebusiness.ag.ohio-state.edu
Getting Started
http://www.ag.ohio-tate.edu/~osueb/documents/PeopleSoftAccessForm_004.xls
1. Activate your OSU Internet Username (name.#)
• https://acctmgt.service.ohio-state.edu/
2. Complete the Institutional Data Policy training on OSU Carmen.
• http://buckeyesecure.osu.edu/
3. Complete the PeopleSoft Access Form on the Business Office Web site.
• http://osuebusiness.ag.ohio-state.edu
• 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? 8help@osu.edu
Advanced Inquiry
Adding pages to your Favorites Adding a User Defined Journal Entries Requisitions Chartfield User ID Approval History
My Favorites
Navigate to User Defined on the PeopleSoft menu Type in the value you would like to add and click Add.
6 alpha-numeric digits
Click Save.
Note: If the value is already created, the screen will tell you this.
User Defined
Navigate to the page you would like to create a book mark for. Purchasing > Purchase Orders > Review PO
Information > Print Pos On the top menu bar, choose Add to Favorites
Give it a unique
name and click ok.
On the menu under
my favorites will be all of the l
links you have saved.
•Type Journal and click add. •Next time you will be able to find this saved entry on the find an existing value tab.
Review and Print Journal Entries
Review and Print Journal Entries
1) Business Unit 4) To: Period 12
2) Fiscal Year (ex 2010) 5) Journal ID
3) From: Period 1 6) Click Save
7) Then Click Search
Review and Print Journal Entries
Click the Journal ID number and it will take you to the details.
On the details page, click Print Journal to print or save the journal
Please take a few minutes look up a journal.
Example 0001943783 entered 06/30/2009
Take a few minutes…
From the list select the newest requisition.
Requisitions
You can then review the details to see if this is your order.
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This will automatically select the box for the one that you were on. Then Click Document Status.
Requisitions
This will show you the PO number and allow you to navigate to the PO or invoices associated.
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Please take a few minutes look for requisitions for your ORG.
Use Fiscal Year 2009
UNIV Business Unit.
Take a few minutes…
Use Chartfield inquiry to:• Check to see if a fund # has been created. • Check to see if a fund # has been de-activated. • Check to see who owns a fund.
Chartfield
Chartfield
Click Fund number Two search options:
Fund Org
BY FUND: Type Fund #, click search
BY ORG: Click on the magnifying glass,
type in your Org, Click Lookup
search
• Please take a few minutes and look for Funds that belong to your ORG.
• Look for the date one fund was created.
Take a few minutes…
Navigate to the approval history page
Click transaction ID in the drop Down Type your transaction ID. Click Search
search
Approval History
Advanced Inquiry
My favorites User Defined Journal Entries Requisitions Chartfield User ID Approval History
Trouble Shooting
I clicked on a link but nothing is happening.
I need to change my password.
I would like to download the information I see into excel.
Navigate to the ASSIST Web page.https://assist-erp.osu.edu/assistprocurement84/WebHelp/start.htm
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