9.2 PeopleSoft Upgrade New Features and Functionality. May 2015
|
|
|
- Clemence Walsh
- 8 years ago
- Views:
Transcription
1 9.2 PeopleSoft Upgrade New Features and Functionality May
2 General Accounting 2
3 Project Overview» The PeopleSoft Finance/Supply Chain upgrade is scheduled for May 20 (at 5pm) thru May 25, 2015» Current software version since Dec 2008; support ends June 2015» Goals: Decrease costs & technology support through modification reduction Leverage new functionality» Result: New features Improved functionality No changes to policy No changes to Payment Reference Guide 3
4 Responsibilities of Employees in Fiscal Roles» Understand and comply with University Policies and Procedures Collected Rules & Regulations, BPM, APPM, Purchasing Policy, etc» Proper Internal Controls including accuracy, timeliness and authorization» Preferred method for purchasing goods and services for business» Segregation of Duties Should not be an entry delegate and approver on transactions» Security DO NOT give you user name/password to others to complete workflow of transactions in the system» Confidentiality of information Redact/exclude: SSNs, date of birth, credit card information, etc 4
5 New Look, Same Features»Accounts Receivable/Billing Option to invoices based on customer or individual invoice»asset Management»Grants Management Work Center»Commitment Control/UM Budget 5
6 PeopleSoft 9.2 Look and Feel Design of Menu Recently Used now Favorites on left Menu path displays along top Menus cascade as navigate» 9.0 Page» 9.2 Page 6
7 Work Centers» Configurable pages of PeopleSoft elements by module» Commonly used tasks on central page to minimize drilling through menus Work Centers will only be Available for: General Ledger Accounts Payable Buyer Inventory Grants Management Billing Accounts Receivable 7
8 Work Centers» Main Tab My Work Pagelet Links to events & notification alerts Prioritized items needing immediate attention Worklist tasks for workflow Links Pagelet Additional links to pages & other areas of interest My include links external to University 8
9 Work Centers» Reports/Queries Tab Queries Pagelet Links to Query Manager/viewer containing public and private queries. Reports/Processes Pagelet Access to reports and processes frequently used» Links take you directly to Run Control page 9
10 UM Web Applications»FIN Authorization Electronic Workflow will be based on Approval Authorization in FIN Authorization CSD NODE will not be the source of approvers for T&E, Vouchers or epro ALL approvers at the designated levels will receive notifications of the transaction Approval or View Authorization will apply to all transaction types, not just one particular module»viewing Attachments on Vouchers Will be available for viewing in FIN Search Options Ability to see will be secured to: Creator, Approvers, or those with FIN Authorization for the DeptID/DeptNode. 10
11 General Ledger» Work Centers» Queries Changes to some tables: new fields, field length changes, or fields from 9.0 no longer available» Allocations Allow the use of excluded values or exceptions in pool values 11
12 Chartfield Request Form Form tab» Navigation Main Menu > Employee Self Service > Chartfield Request Form» No longer use Outlook form» Electronic workflow» Lookup features» Can upload attachments 12
13 Chartfield Request Form Instructions Tab 13
14 Chartfield Request Form Instructions tab Attachments Tab 14
15 Accounts Payable Shared Service 15
16 Accounts Payable»Changes resulting in better business processes and efficiencies for both the end user and University Vendor is now Supplier Supplier Request Form Payment Request Form Electronic Workflow for Approvals No printing vouchers, including IRB 16
17 Supplier Request Form Request Form» Navigation Suppliers > Supplier Registration > Register Suppliers Payment Request Form step 2» Form is designed to prompt for necessary information Different prompts for New vs Existing Option for Student Supplier Enter Direct Deposit information on the form» Electronic Workflow for Approvals Department Requester APSS Approval System Approval 17
18 Supplier Request Form (1 of 6) 18
19 Supplier Request Form (2 of 6) 19
20 Supplier Request Form (3 of 6) 20
21 Supplier Request Form (4 of 6) 21
22 Supplier Request Form (5 of 6)» Only completed if Direct Deposit is established; not foreign vendors 22
23 Supplier Request Form (6 of 6) Can add more than 1 23
24 Payment Request Form NPO VR» Form is designed to prompt for necessary information» NO PRINTING» Once submitted, it will create voucher behind the scenes» Electronic Workflow for Approvals Project Manager, if applicable Fiscal Reviewer Based on Approval Authorization in FIN Authorization Split Funded: All are ed, only requires 1 from the group to approve Prepay Audit by APSS» Saved Payment Request can be cancelled by creator Has not received a voucher number 24
25 Training Instance center/peoplesoft_financials» Main Menu > Employee Self Service > Payment Request Form 25
26 Payment Request Form» Main Menu > Employee Self Service > Payment Request Center 26
27 Payment Request Form (1 of 4) 1. Summary Information Page Hold Check, Express Check, Separate Check, Payment Handling Code 27
28 Payment Request Form (2 of 4) 2. Supplier Information Page 28
29 Payment Request Form (3 of 4) 3. Invoice Detail Page 29
30 Payment Request Form (4 of 4) 4. Review and Submit Page 30
31 Non PO Voucher Workflow» Accounts Payable > Vouchers > Approve > Approval Framework Vouchers» Can still navigate to the approvals page by: Hyperlink in the notification Work Center 31
32 Non PO Voucher Workflow Fiscal Reviewer Screen 32
33 T&E Expense Report» Attachments No longer to queue Use Attachment hyperlink to upload receipts and support» Hotel Wizard Option to use Hotel Wizard or itemize manually» Notes replaces Comments Hyperlink on Summary and Submit Page» Certification Statement Necessary for University business Traveler personally paid; not receiving reimbursement from 3 rd party Meet University policies Alcohol benefit statement» ER can be Withdrawn if it has not been approved yet 33
34 T&E Expense Report 9.0 Page 9.2 Page 34
35 T&E Expense Report 35
36 T&E Expense Report» Save & Submit Page 36
37 Reminders: T&E Policies & Procedures» Business Meals: Business purpose, traveler + guests, attendees Per diem when only traveler» Meal Extended Work Day: No overnight stay» Per Diem: Enter start/end time on first/last days of travel» Expense Type: Miscellaneous should be last resort» Hotel Folio (Unnecessary Charges): Mark as non reimbursable» Moving Expenses: 1 line only» Receipts Required: Must show proof of payment (cash, cc, etc)» Supplies: Show Me Shop, Pcard, PO 37
38 Supply Chain eprocurement Module 38
39 Creating a Requisition» Beginning Navigation 39
40 Creating a Requisition Step 1» Define Requisition» Requisition Settings 40
41 Creating a Requisition Step 2» Add Items and Services» Home 41
42 Creating a Requisition Non Catalog» Define Requisitions» Requisition Settings 42
43 Creating a Requisition Review & Submit» Review & Submit» Checkout Review & Submit 43
44 Creating a Requisition Review & Submit Options» Shipping, Attention To, Access to Accounting Fields 44
45 Creating a Requisition Review & Submit Options» Accounting Fields Chartfields 1 vs 2 (and Personalization) 45
46 Creating a Requisition Review and Submit Options eating a Requisition Review & Submit Options 46
47 Creating a Requisition Confirmation» View Printable Version, Edit this Requisition 47
48 Manage Requisitions 48
49 Manage Requisitions Options 49
50 Approving a Requisition Navigation» eprocurement > Approve Requisitions» eprocurement > Manage Requisition Approvals» Can still navigate to the approvals page by: Hyperlink in the notification Work List 50
51 Approving a Requisition Approve/Deny/Hold 51
52 Invoices»Continue to send invoices received at the department level via to UM Procurement Imaging Vouchers 52
53 Receiving Navigation» eprocurement > Receive Items > Add New Receipt 53
54 Receiving 54
55 Open Labs June 1st Columbia & System General Services Building Room 25 June 2nd St Louis Express Scripts Hall Room 106 June 3rd June 4th Missouri S&T Kansas City Engineering Management Room 235 Education Room 34 55
56 Resources» Finance Support Center Phone Toll Free at » Training Guides supportcenter/peoplesoft_financials» Accounts Payable Shared Services Campus Accounting Office 56
University of Missouri. Travel & Expense System FAQ
University of Missouri Travel & Expense System FAQ 5/6/2013 Travel & Expense (T&E) System FAQ Table of Contents GENERAL QUESTIONS... 1 Roles and Responsibilities... 1 TRAVEL POLICY QUESTIONS... 2 Per Diem...
e-procurement (epro) Overview Advantages of epro
e-procurement (epro) PeopleSoft e-procurement (epro) is designed to make it easier for a casual user to requisition items. This ease-of-use method helps reduce out-of-system purchasing; also known as maverick
State of Connecticut Core-CT Continuing Education Initiative. Introduction to eprocurement
State of Connecticut Core-CT Continuing Education Initiative Introduction to eprocurement 1 Handout The handout has the same screen shots as the in-class presentation, but has been designed as a Step by
PeopleSoft Version 9.2
PeopleSoft Version 9.2 Version 1 September 2015 TABLE OF CONTENTS COURSES FOR ALL AGENCY CAPPS EMPLOYEES... 1 CAPPS FINANCIALS FUNDAMENTALS... 1 CAPPS FINANCIALS TRAINING COURSES... 2 ACCOUNTS PAYABLE
Travel and Expense Service Level Agreement Last revised July 5, 2011
Travel and Expense Service Level Agreement Last revised July 5, 2011 1 P age Table of Contents General Information..................................... 3 Roles and Responsibilities.................................
Financials 9.1 Upgrade Project and Electronic Approvals Overview Session October 10, 2012
Financials 9.1 Upgrade Project and Electronic Approvals Overview Session October 10, 2012 Project included two major components: - Core Module Upgrade to version 9.1 - Implementation of Electronic Approvals
How to create a Basic eprocurement Requisition July 2013
How to create a Basic eprocurement Requisition July 2013 The eprocurement module is a web-based purchasing system designed to provide UTMB endusers with online creation and submission of requisitions.
Case Western Reserve University. Payment and Reimbursement Policy. Updated March 26, 2013 Established: March, 1 2008
Case Western Reserve University Payment and Reimbursement Policy Updated March 26, 2013 Established: March, 1 2008 Case Western Reserve University Payment and Reimbursement Policy Full Revision TABLE OF
Introduction to epro and the GeorgiaFIRST Marketplace
Introduction to epro and the GeorgiaFIRST Marketplace The content of this presentation was the most up-to-date information available at the revision date. However, policies, procedures and guidelines may
BOSTON COLLEGE Travel and Expense Presentation
1 BC Travel Program Information and PeopleSoft Expense Report Workshop 2 AGENDA 1. University Travel Policy 2. Overview of Department Roles 3. Department Role Comparison 4. P1 Listing 5. Overview of PeopleSoft
Atlanta OAUG. Internet Expenses Key to speedy processing. Chetan Manjarekar chetan.manjarekar@patni.com
Atlanta OAUG Internet Expenses Key to speedy processing Chetan Manjarekar chetan.manjarekar@patni.com Agenda Business Objectives UnOptimized Process Characteristics Objectives Focus Requirements for speedy
Creating a Travel Authorization. 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase)
Creating a Travel Authorization 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase) 2) Select Travel and Expenses > BSU Employee > Travel Authorization > Create 3)
Quick Reference Guide Payment Processing: How to Use the Payment Request Form for Suppliers
Payment Processing: How to Use the Payment Request Form for Suppliers Overview: The Payment Request Form (PRF, formerly NEPF) can be used to pay low dollar invoices
Course Objectives. By the end of this course, you should be able to:
Requisitioning Course Objectives By the end of this course, you should be able to: Create Requisitions Manage Requisitions iti Receive Goods and Services at the Desktop Return Goods to a Vendor View PO
PEOPLESOFT ENTERPRISE PAYABLES
PEOPLESOFT ENTERPRISE PAYABLES Oracle s PeopleSoft Enterprise Payables provides automated invoice and payment processing to ensure timely and accurate payment for KEY FEATURES Support shared service centers
Accounts Payable. Vendors and Vouchers
Accounts Payable Vendors and Vouchers 1 Agenda Searching for Vendors Entering Vouchers Budget Checking Submitting for Approval Viewing Workflow Viewing Voucher Status Approving Vouchers Denying (returning)
Director of Procurement Contact Officer
UNSW Procedure Procurement Purchase Order Procedures Responsible Officer Director of Procurement Contact Officer Procure to Pay and Purchasing Manager Superseded Documents Accounting Manual Section 11
Travel and Expense Management in Microsoft Dynamics AX 2012
Course 80429A: Travel and Expense Management in Microsoft Dynamics AX 2012 Length: Delivery Method: 2 Days Instructor-led (classroom) About this Course This two-day instructor-led course provides students
TRAVEL AND EXPENSE CENTER REPORTS
TRAVEL AND EXPENSE CENTER REPORTS NOTE: This document is designed to be used online and has a number of embedded links to processes and additional information. We discourage the printing of manuals as
How to Set Up and Use PeopleSoft Procurement and Supplier Contracts
How to Set Up and Use PeopleSoft Procurement and Supplier Contracts Keith Olander Director Product Management SCM PeopleSoft Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential
A presentation by. Queen s University Financial Services
A presentation by Queen s University Financial Services 1 Alternative formats for this presentation can be found on the Financial Services website. Website: Financial Services Training page Email: finance.training@queensu.ca
Job Aid: How Do I Request PO Change Order (Price / Quantity changes)?
Job Aid: How Do I Request PO Change Order (Price / Quantity changes)? To Request a PO Change Order: (Changes to Price / Quantity, all other changes need to be communicated through your Buyer) Please note:
Closing An Account in the Finance System
Closing An Account in the Finance System Table of Contents 1. Getting Started... 2 Expiration Date and Continuation Account... 2 Closing an Account Checklist... 2 2. Transactions in the Finance System...
Creating Expense Reports (Campuses)
Creating Expense Reports (Campuses) When you create an expense report, you have several options on which to base the new document, and the selection that you make triggers other choices that prompt you
PeopleSoft Financials Overview
PeopleSoft Financials Overview How Does This Course Work? Getting Around You can use your Keyboard to move through the tutorial screens. Click the Down Arrow to display a page and move to the next page.
Fiscal Year End Procedures Workshop. May 12, 2016
Fiscal Year End Procedures Workshop FISCAL YEAR END The paperless AP office! Departments Presenting Today Student Account Services Purchasing Accounting Services Asset Management Grants & Contracts Payroll
MD AOC Project Introduction to PeopleSoft
Insert Pictures that represent Customer on Master slide MD AOC Project Introduction to PeopleSoft PeopleSoft Vendor Management Agenda Introduction Session Objectives PeopleSoft Overview Key Features Business
6/21/2013. High Level Overview
High Level Overview Christine Griffin Gateway Systems Manager Streamlined and strategic buying Best value pricing for contracted prices Speed with shopping carts Automated approval routing and tracking
How To Manage A Pom.Net Account Book
ACCOUNTS PAYABLE This manual walks you through entering different types of vouchers, approving, budget checking, closing, deleting and finalizing PO vouchers as well as inquiring on payment information
HOWARD UNIVERSITY POLICY
HOWARD UNIVERSITY POLICY Policy Number: 300-001 Policy Title: ACCOUNTS PAYABLE: PAYMENTS TO VENDORS Responsible Officer: Chief Financial Officer Responsible Office: Office of the Chief Financial Officer
Shared Services - Accounts Payable. Technology / Process Enhancements August 2014 Implementation
Shared Services - Accounts Payable Technology / Process Enhancements August 2014 Implementation Shared Services - Accounts Payable Tech / Process Enhancements Agenda: Enhancement Overview Enhancement M-Pathways
epro/po Inquiry on Requisition Status (Life Cycle)
Business Process Navigation 1. To inquire on requisition status (life cycle). 1. Main Menu > eprocurement > Manage Requisitions Use the following navigation to inquire on a requisition status (life cycle).
Concur Expense Quick Reference Guide
Content Section 1: Section 2: Section 3: Section 4: Section 4a: Section 4b: Section 4c: Getting Started, Login Explore My Concur tab Update Your Profile, Add an Expense Delegate Create a New Expense Report
Expense Reports. University of Kansas 2/12/2014
2014 Expense Reports University of Kansas 2/12/2014 Table of Contents Create Expense Report... 2 Approval via Module... 28 Send Back via Module... 32 Approval via Email... 36 Send Back via Email... 39
PeopleSoft Financials Quick Start Guide
PeopleSoft Financials Quick Start Guide A handbook that reviews tasks which will Start, Stop, or Continue with the implementation of Project Compass, and its impacts on job responsibilities July 23, 2009
Standard Operating Procedure. 1. Purpose
Division of Financial Affairs Financial Transaction SOP: Purchasing, e-shop SOP Owner: Cornell Procurement Services Version Number, Date Revised: #3, 09/15/2014 Updates: Date Section Change 3/5/2012 Purpose,
Once your request has been approved, you can begin creating a new expense report.
Once your request has been approved, you can begin creating a new expense report. Click on the Requests header. Find the request you want to work on. Notice the Status column says Approved. Click Expense
eva Purchasing & Banner Receiving Manual
eva Purchasing & Banner Receiving Manual Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions
PEP 2 Peoplesoft eprocurement Hands on Training 1
This course covers five objectives 1) Understanding eprocurement business processes. 2) Creating requisitions. 3) Creating requisitions from favorites and templates. 4) Understanding requisition approvals
IBM TRIRIGA Version 10.3. Procurement Management User Guide. Copyright IBM Corp. 2011 i
IBM TRIRIGA Version 10.3 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 192. This edition
Business Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers
Version 9.0 Document Generation Date 2/24/2009 Last Changed by Jeff Joy Status Final Navigation Creating a Control Group and Vouchers 1. Click the Control Groups link. 2. Click the Group Information link.
Travel and Expense Module Quick Reference Guide
Travel and Expense Module Quick Reference Guide NOTE: In order to be reimbursed for travel expenses via the new online Travel and Expense Module, the traveler must submit a PRINTED copy of the Expense
Office of Contracting & Procurement and Support Service Center Desk Reference
Oracle PeopleSoft Enterprise I m in. DETROIT PUBLIC SCHOOLS Office of Contracting & Procurement and Support Service Center Desk Reference Created by the Division of Finance Office of Strategic Management
Madison College Purchasing Card (P-Card) Manual
Madison College Purchasing Card (P-Card) Manual OVERVIEW The Madison College Credit Card (P-Card) Program delegates the authority to purchase approved goods, services and business travel expenses directly
FAST Travel System. Guide: Creating Expense Reports
FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into
AP316: Travel and Expense Administration. Instructor Led Training
AP316: Travel and Expense Administration Instructor Led Training Lesson 1: Understanding Travel and Expenses Introduction Welcome Welcome to Cardinal Training! This training provides employees with the
Accounts Payable Job Aid
About Non-Reimbursable Expenses Accounts Payable Job Aid For tracking and review purposes, all business travel expenses that employees incur are captured, regardless of whether they are paid by the employee,
AR326: Accounts Receivable - Funds Receipts. Instructor Led Training
AR326: Accounts Receivable - Funds Receipts Instructor Led Training Rev 1/21/2015 Welcome This training provides employees with the skills and information necessary to use Cardinal. It is not intended
How To Write An Oor Ebusiness Ebusiness Solution
Q1. Is it a mandatory requirement to be an Oracle ebusiness Certified Partner or will you accept proof of successful implementations with Oracle, i.e., can use pre-existing setups and application security
Payment Processing. Training
Payment Processing Training Department Responsibilities Timely processing/submission of vendor invoices and travel reimbursements Maintaining proper documentation for all expenditures Reconciliation of
Expense Module Security
Expense Module Security This document provides an overview of Expense security including workflow and notifications. State of Vermont Department of Finance & Management VISION 8.8 Revised: March 2013 TABLE
NASCIO. Improving State
NASCIO 2011 Nomination Submission Improving State Operations Initiative The State of Tennessee Project Edison, State of Tennessee s ERP solution Project Manager: Stephanie Dedmon 1 Executive Summary The
USA CANADA INDIA. R12.x Oracle E-Business Suite Essentials for Implementers
USA CANADA INDIA Modules in Oracle Manufacturing R12.x Oracle E-Business Suite Essentials for Implementers R12.1 Oracle E-Business Essentials for Implementers: Overview Objectives Course purpose More help
New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service.
New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service. Cost Center Request Forms 1. Cost Center Request Form (Non-Grant) this request can be used to
Sole Source Procurement
Sole Source Procurement A Sole Source Procurement is a purchase made over $5000 without competition when competition is normally required. A Sole Source purchase is justified when there is only one good
iexpense BASIC QUESTIONS AND ANSWERS TA=travel authorization, CA=cash advance, ER=expense report
iexpense BASIC QUESTIONS AND ANSWERS TA=travel authorization, CA=cash advance, ER=expense report 1) When will I be able to access the new Travel and Expense Module? All users will have until March 2, 2012
QUICK REFERENCE GUIDE
QUICK REFERENCE GUIDE Reporting Tools for Purchase Orders October 31, 2015 Reporting Tools for Purchase Orders When there are questions about the status or details of purchase orders, SWIFT provides several
Accounts Payable Overview
Accounts Payable Overview Managing Invoices & Payments Overview Accounts Payable (AP) is responsible for processing all invoice and non-payroll payments. There are 5 distinct payment categories. Vendor
Concur Expense Guide: Version 2
Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense
UNT System Business Service Center Service Level Agreement Revised 11/18/2013
UNT System Business Service Center Service Level Agreement Revised 11/18/2013 1. Agreement Overview This Agreement represents a Service Level Agreement ( SLA or Agreement ) between the University of North
Microsoft Dynamics GP. Inventory Control
Microsoft Dynamics GP Inventory Control Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
Online Requesting and Receiving. Training Manual
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
PEP 4 Georgia First Marketplace (Sciquest)
This course covers the following objectives 1) Reviewing PEP1-PEP3. 2) Introduction to GA First Marketplace. 3) Marketplace Shopper. 4) Marketplace User/Requester. 5) Enhanced Automatic Approval Workflow.
Introduction to epro and the GAFIRST Marketplace for Shoppers
Introduction to epro and the GAFIRST Marketplace for Shoppers 1 Important Notes Discuss handouts Security Request Forms (w/default acct #) Test Database URL, login and password Production Database; no
PREPAID TRANSACTIONS IN PEOPLESOFT
PREPAID TRANSACTIONS IN PEOPLESOFT Please note: This document is designed to be used online and has a number of embedded links to processes and additional information. We discourage the printing of manuals
Self Service Banner (SSB) Finance
Self Service Banner (SSB) Finance I. Self Service Banner Finance Introduction Self Service Banner is a user friendly Banner interface used to research and extract information from the Banner Finance module.
Concur Travel and Expense Reporting FAQs
Concur Travel and Expense Reporting FAQs General: How will I use Concur? The Concur travel and Expense system is for tracking and reconciling employee travel and other travel related expenses purchased
Procurement Management User Guide
IBM TRIRIGA Version 10.0 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 232. This edition
QuickStart Guide. Concur Expense
QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are
Travel & Expenses User Manual 9.2
User Manual 9.2 Table of Contents Travel & Expenses TRAINING OBJECTIVES 4 PANTHERSOFT FINANCIALS TRAVEL & EXPENSES 5 How to Assign a Proxy to create a Travel & Expense Transaction 6 Reimbursement for Student
CORE Oklahoma. State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual. Revised: October 1, 2007
State of Oklahoma COR118 Accounts Payable Inquiry and Reporting Manual COR118 Accounts Payable Inquiry and Reporting Page 1 of 48 Authorized by: [_CORE_] Original Issue: [11/17/2003] Maintained by: [ Accounts
Project Update. September 2012
Project Update September 2012 What is PeopleSoft? Why the Change? What is UT Share? PeopleSoft Terminology What s Changing What s Not Changing What s New UTEP Project Team Next Steps Training How You Can
Department of Sociology Cash Handling Procedures Fiscal Year 2016
Department of Sociology Cash Handling Procedures Fiscal Year 2016 I. PURPOSE AND OVERVIEW In accordance with MAPP 05.01.01, Cash Handling, all cash transactions involving the University, its colleges,
School of Nursing - Online Form & Trip Expenses
NELL HODGSON WOODRUFF SCHOOL OF NURSING FINANCIAL POLICIES AND PROCEDURES PAYMENTS Requests for payments must be made via the on-line process found on the Finance Division website. https://www.finance.emory.edu/home/index.html.
Why do we close the books as year-end? What s a fiscal year?
Year-End Closing Year-End What? Why do we close the books as year-end? Required accounting procedure Basis for preparation of Comprehensive Annual Financial Report and other internal and external financial
Procurement Credit Card Handbook
California State University East Bay Revised December 2014 Office of Procurement Services Procurement Credit Card Handbook The CSUEB Procurement Card Handbook is in support of the CSU system ICSUAM policy
University of Missouri Fiscal Year 2015 Closing Schedule
PLEASE NOTE: Revised 4/30/15 On July 1st through July 3 rd, 2015, many applications will be unavailable due to year-end processing. The applications that will be unavailable those days are Non-PO Voucher
Procurement Specialist
Procurement Specialist Reference Manual 4-22-15 Leadership and Talent Development orgeff@umn.edu www.umn.edu/ohr/training PROCUREMENT SPECIALIST Reference Manual First printing 5-1-08 Revised 8-15-08,
Table of Contents. Table of Contents 1. Voucher Approval Function 2 5. Worklist Search and Approval History 6. Budget Check Exceptions 7-9
Approver Table of Contents Table of Contents 1 Voucher Approval Function 2 5 Worklist Search and Approval History 6 Budget Check Exceptions 7-9 Regular Entry 10 Incomplete and Denied Vouchers 11 Delete
PeopleSoft Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC)
PeopleSoft Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC) Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC) (Rev. 1-20-2015) Purchasing
Claimants and Delegates
User Guide Contents Chapter 1: Signing In... 1 Chapter 2: My Profile... 4 Chapter 3: Expense Reimbursements... 9 Chapter 4: Submitting Your Receipts... 17 Chapter 5: Advance Requests... 21 Chapter 6: Acting
for Sage 100 ERP Purchase Order Overview Document
for Sage 100 ERP Purchase Order Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered
TigernixERP, one of the most used software for inventory management and purchase order system
TigernixERP, one of the most used software for inventory management and purchase order system. TigernixERP inventory management is simple, flexible, and excellent in performance for management of inventory
What s New in Microsoft Dynamics GP 2015 R2. Microsoft Dynamics GP June 2015
Microsoft Dynamics GP June 2015 What s New in Microsoft Dynamics GP 2015 R2 This document describes enhancments add for the Microsoft Dynamics 2015 R2 release, including where needed, step-by-step instructions
Microsoft Dynamics GP Release. Workflow Administrator s Guide
Microsoft Dynamics GP Release Workflow Administrator s Guide December 10, 2012 Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information
Managing Approvals in Expenses. Understanding Approvals
Managing Approvals in Expenses Managers are often the approvers for expense transactions. The major concerns of a manager would typically include policy compliance and fiscal responsibility. Managers may
Budget Transfers in Microsoft Excel
Solar Financials University Hall 360 Phone: (818) 677-6685 Mail Code: 8337 ONLINE BUDGET TRANSFER REFERENCE GUIDE This guide is designed to provide you with the information you need to successfully use
AP230 Creating and Maintaining Recurring Voucher Contracts
Recurring Voucher Contracts Last Revised: June 12, 2013 Table of Contents AP230... 1... 1 Course Audience and Prerequisites... 2 Understanding Procure to Pay... 3 Lesson 1: Managing Voucher Contracts...
A - D. Account ChartField
A - D Account ChartField The Account ChartField is used to specify the balance sheet account or operating account on financial transactions. Each ChartField is assigned an account type which indicates
Welcome to Procurement Services 2015 Spring Forum
Welcome to Procurement Services 2015 Spring Forum Forum Agenda UW eprocurement (Ariba) Update Status BPO Receiving Exceptions Purchases over Direct Buy In Development Ariba 9r2 Upgrade Implementation Payment
Business Partner Training Curriculum Sage Evolution Premium Administrator Course (Learning Unit 4)
Business Partner Training Curriculum Sage Evolution Premium Course (Learning Unit 4) This comprehensive training course covers the activities that an administrator will perform in a Sage Evolution Premium
Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs) The University of Maryland College Park has established a VISA credit card purchasing program. This program has been developed in coordination with the State of Maryland
What s new in Sage Evolution Version 6.81
What s new in Sage Evolution Version 6.81 Sage Sage s continuous investment in research and development ensures that you are kept up-to-date with the latest and most cutting-edge business management software.
Eastern Washington University TEMS Employee Travel Guide
This document describes university travel procedures using the Banner Travel and Expense Management System (TEMS). 1 This is a companion document to the TEMS User Guide, a stepby-step tutorial prepared
REQUEST FOR EXPRESSIONS OF INTEREST 4643 EOI
4643 EOI REQUEST FOR EXPRESSIONS OF INTEREST 4643 EOI 4643 EOI - FUNCTIONAL CONSULTANT TO LEAD THE IMPLEMENTATION OF THE PURCHASE REQUISITION MODULE IN THE PEOPLESOFT 9.0 FINANCIALS AND SUPPLY CHAIN PRODUCT.
SPENDING SCHOOL DOLLARS PART 2 FROM BUDGET TO PROJECTION
SPENDING SCHOOL DOLLARS PART 2 FROM BUDGET TO PROJECTION Life of an Expenditure Funding has been granted Budget has been set Notice of Award issued Ready to make your purchases Purchasing Options P-Card
The MIL Corporation. Deltek Expense Report Training
Deltek Expense Report Training Contents Chapter 1: How to Access the Expense Application... 3 Chapter 2: Filling out an Expense Report... 4 Chapter 3: Expense Report Details... 12 Chapter 4: Signing the
CatBuy Preparer Training Course
CatBuy Preparer Training Course Section I UC Merced 5200 N. Lake Road Merced, CA 95343 Please retain and keep available for your reference. CatBuy Training Course Section I Introduction to CatBuy I. Introduction
Oracle SCM. Course duration: 45 Hrs Class duration: 1-1.5hrs
Course duration: 45 Hrs Class duration: 1-1.5hrs Course are: Inventory Purchasing Order Management Brief Introduction to WIP and BOM Manufacturing Modules Overview on R12 SCM Modules Oracle SCM New Features
State of North Dakota. Module 5 Accounts Receivable PeopleSoft Financials 9.0
State of North Dakota Module 5 Accounts Receivable PeopleSoft Financials 9.0 Office of Management & Budget - Fiscal Management 01/01/2011 Introduction The PeopleSoft Financials Training Guide was produced