FSCM Self Service Manualict.iba-suk.edu.pk/html/FSCM Self Service Manual (Short).pdf · 2019-05-10 · ICT Department Sukkur IBA 9 FSCM Self Service Manual 5.3 Purchase Requisition

FSCM Self Service Manual

Prepared by:

Abdul Haleem (Technical Team Lead FSCM) ICT Department, Sukkur IBA

Sukkur Institute of Business Administration

ICT Department Sukkur IBA

1 FSCM Self Service Manual

1. PeopleSoft Financials & Supply Chain Management –

Self Service The Self Service for end users covers two processes in PeopleSoft FSCM which are

listed below;

Inventory Requisition or Material Stock Requisition (MSR)

Purchase Requisition

5.1 Inventory Requisition or Material Stock Requisition (MSR) Material stock requisition or Inventory requisition is created for the items available in

the stock or procurement store.

5.2 Creating Material Stock Request (MSR) or Inventory Request:

Step: I

Go to the URL erppws.siba.edu.pk or

http://psfscm.siba.edu.pk/psp/ps/?cmd=login as shown in the snapshot

below;

Figure 1

erppws.siba.edu.pk

http://psfscm.siba.edu.pk/psp/ps/?cmd=login



Step: II

Click on the link as highlighted in the snapshot;

Figure 2



Step: III

Login with your Login ID (CMS ID) and Password;

Figure 3



Step: IV

To create the MSR or Inventory request follow the below given path,

Main MenuInventoryFulfill Stock OrdersStock Requests

Create/Update Stock Requests

The same is shown in the snapshot as well;

Figure 4



Step: V

To open the MSR or Inventory Requisition form, click on ‘Add a New

Value’ button and then ‘Add’ button as highlighted in the snapshot below;

Figure 5



Step: VI

Filling the MSR form,

1. Enter your name in the ‘Name’ field.

2. Select your department by clicking on magnifier besides ‘Location’

field.

3. Select the Item you want to create the requisition for, by clicking on

the magnifier besides ‘Item ID’ field.

4. Enter quantity in the ‘Quantity required’ field.

5. Select Unit of measure by clicking the look up icon (magnifier)

besides UOM field.

6. If you want to create requisition for more than one item, then click

on the ‘+’ (plus) icon as shown in the snapshot.

7. Click ‘Save’ button to submit Inventory Requisition.

Figure 6



Step: VII

To notify the Storekeeper or Procurement Manager via email for request

processing click on the ‘Notify’ button in Inventory Requisition form as

shown in the following screenshot.

Figure 7



Step: VIII

Enter all required fields to notify through email and click on ‘Apply’ and

‘OK’ button as shown below;

The process of MSR or Inventory requisition creation ends here.



5.3 Purchase Requisition

Purchase requisition is initiated for the items that are not available in the

procurement store, and are supposed to be purchased from any outside

entity upon user’s request.

Creating Purchase Requisition

Step: I

To create Purchase Requisition, follow the below given path, Main

Menu Purchasing Requisitions Add/Update Requisitions

The same is shown in the snapshot as well;

Figure 8



Step: II

To open the Purchase Requisition form, Click on the ‘Add a New Value’

tab then ‘Add’ button;

Figure 9



Step III:

Filling the Purchase Requisition Form as shown in Figure 10.

1. At the bottom of the page click the magnifier of ‘Item’ field at

Details tab to select the item. a. To select your desired item among many displayed, apply the search

criteria as can be seen in the Figure 11.

2. Enter quantity in ‘Quantity’ field.

3. Click on the link ‘Add Comments’ a. After entering comments in text box, turn on the check box of ‘Approval

justification’. As shown in Figure 12. In order, to make the comments

visible to Supervisor and Director of the institute.

4. And then Click the ‘Save’ button.

Figure 10



Figure 11

After saving the form, an email notification will be sent to the immediate supervisor

for the approval and then the same hierarchy will be followed as given in the process

flow of Purchase Requisition Error! Reference source not found..

Figure 12



2. Managers’(Approvers) Self Service Apart from performing transactions related to inventory and purchase

requisitions, managers are able to perform approvals of different

requisitions and purchase orders raised from their subordinates, end users or

functional users. Managers include Sectional heads, HODs, Comity

members and Director of the institute.

6.2 Approval for Purchase Requisition

Step I:

Manager after Logging into the FSCM, clicks on the link named Worklist

as shown in the snapshot;

Figure 13



Step II:

After clicking on the Worklist, system will take us to the screen where all

the requisitions are listed to get approval or denial. Find and click on the

required requisition’s link as shown in the snapshot to open the details of

that particular requisition.

Figure 14



Step III:

After reviewing the details the manager (approver) may deny or approve the

requisition as highlighted in the snapshot.

Figure 15



6.3 Approval of Purchase Order As all the requisitions raised by the end user, appear in the worklist of the managers’

or approvers account, likewise the purchase order against any item created by the

procurement department also appears in the worklist of comity members and director’s

account to get approval or denial.

After finding and clicking on the required purchase order in the worklist, the interface

leads to the following screen; here the user can also view the comparative report by

clicking on the button named ‘comparative’ before approving or holding it. Then to

approve the purchase order click on the ‘Approve’ button as highlighted below.

Figure 16

The End

FSCM Self Service Manualict.iba-suk.edu.pk/html/FSCM Self Service Manual (Short).pdf · 2019-05-10 · ICT Department Sukkur IBA 9 FSCM Self Service Manual 5.3 Purchase Requisition

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