PeopleSoft – Advanced Inquiry .

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? [email protected]

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.

Review and Print Journal Entries

- Get the journal entry number from your eReports.

In PeopleSoft, Navigate to the Journal Entry Inquiry page.

Review and Print Journal Entries

•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

The PDF will appear in a new window.

Review and Print Journal Entries

Please take a few minutes look up a journal.

Example 0001943783 entered 06/30/2009

Take a few minutes…

Requisition to Purchase Order

Requisitions

1

4

3

2

5

From the list select the newest requisition.

Requisitions

You can then review the details to see if this is your order.

2

3

1

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.

1

2

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

Chartfield

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…

Lookup a USER ID: BUXT9735

search

Look up USERID

• Please take a few minutes and look up USER ID BUXT9640

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

• Please take a few minutes and look up the approval history for 09WW38G7

Take a few minutes…

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

Business Office Web site http://osuebusiness.ag.ohio-state.edu

Office of Information Technology Help https://assist-erp.osu.edu/assistprocurement84/WebHelp/start.htm

search

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