This site contains training documents related to on-line processing and inquiry within the PeopleSoft Financials system. The documents are organized into topics by functional area. Click on the functional area drop down to view the training documents under each area.
- Creating a Requisition
- Creating a Requisition for Staples
- Creating a Requisition for Amazon
- Attaching Supporting Documentation – Requisition OnBase
- Adding Distribution Lines to Requisitions
- Initiating a Change Request
- Dispatching a PO
- Receive Items by Amount
- Receive Items by Quantity
- Canceling a Receipt
- PCard Reconciliation
Departmental Journals
- Departmental Journal Overview
- IDT Journal Creation
- Creating Payroll Expense Transfer IPT Journals
- Journal Search, Edit and Copy Functions
- FWS Payroll Expense Transfer
Fiscal Year End and Other Special Processing
- Year-End Pre-Paid Expense
- Year-End Backdating Journals
- Use-Tax IDT Journal
- PeopleSoft General Ledger (GL) Overview
General Ledger Inquiry