Efficient Procurement Process Training in Peoplesoft
Learn how to efficiently manage procurement processes in Peoplesoft, including cancelling requisitions, updating budgets, and managing accounting information. This comprehensive training guide covers everything you need to know to streamline procurement operations and ensure accuracy in financial transactions.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
Procurement Peoplesoft Training Acquisition Processing
Cancel Requisitions 2 3/25/2024
Cancel Requisitions Peoplesoft requisitions that require editing or that have been denied may be edited and resubmitted for approval. If the requisition is not needed, the requisition needs to be Budget Checked and Cancelled. Open and Denied requisitions still encumber Department funds and cancelling them releases the funding. Select the eProcurement tile. 3 3/25/2024
Navigate to Manage Requisitions on the left navigation. Select clear, enter your Business Unit of Normn or OUHSC. Select the status in the Request State drop down and then select Search. 4 3/25/2024
Requisitions that have a valid budget can be cancelled immediately. Requisitions with a Not Chk d or Error status must be updated as needed, budget checked and the result must be Valid or the requisition cannot be cancelled. For the first requisition, select the Select Action drop down, choose Check Budget, and select Go. This will budget check the requisition. 5 3/25/2024
Update Budget Error Requisition To update a requisition with a budget error, select Edit in the Select Action drop down box and then select Go. A popup message will warn the requisition failed budget check. Select OK. 6 3/25/2024
Accounting Next select the small triangle on each line to see the accounting information. 7 3/25/2024
Accounting Update the Price or select the triangle by the Accounting Lines to update accounting information. 8 3/25/2024
If you set up default accounting, the requisition lines will automatically populate with the coding established. You must update the Account code, and double check the accounting on each line. If you did not set up default accounting, fill in your Department s accounting codes specific to each line. If you are unsure what codes should be used in the Accounting Lines, please contact Finance. 9 3/25/2024
Budget check the requisition and, if the budget is Valid, then select Save and Submit. 10 3/25/2024
Once the Budget is Valid, select Cancel in the Select Action drop down and select Go. 11 3/25/2024
A new screen will appear that displays the requisition information. At the bottom of the screen, select the Cancel Requisition button. v The requisition will be canceled. 12 3/25/2024
Cancel Lines Select Manage Requisitions on the left navigation. Select clear, enter your Business Unit of NORMN or OUHSC. Enter the requisition number that needs to be updated and then select Search. 13 3/25/2024
Select the triangle by the requisition number. The requisition information displays. Select the red X icon to cancel the line. 14 3/25/2024
A popup will appear asking if you want to cancel the line. Select OK. 15 3/25/2024
In Manage Requisitions, select the check budget option to complete the process. 16 3/25/2024
