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PeopleSoft Financials Basic Navigation

PeopleSoft Financials Basic Navigation. Tina Fletcher Financial Information Systems & Reporting Controller’s Division. Agenda. General Overview Basic Navigation Menu Options Tips and Tricks. General Overview. Budget. Grants. Purchasing. Catalog Mgmts. General Ledger.

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PeopleSoft Financials Basic Navigation

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  1. PeopleSoft FinancialsBasic Navigation Tina Fletcher Financial Information Systems & Reporting Controller’s Division

  2. Agenda • General Overview • Basic Navigation • Menu Options • Tips and Tricks

  3. General Overview Budget Grants Purchasing Catalog Mgmts. General Ledger Journal Entries Accounts Payable

  4. PeopleSoft Financials Training Documents • PeopleSoft Financials http://www.augusta.edu/finance/controller/training/index.php

  5. Request for Login • You will not be automatically setup in PS Financials because you have attended the Basic Navigation class • Your department must submit a PeopleSoft Financials Security Access Request Form requesting your access • The Security Form is available on the PeopleSoft

  6. Where To Login? • The PeopleSoft Financials Icon to login is on the PAWS Portal page under Applications & Tools. • Your User ID and password for PeopleSoft Financials will be the same as your NET ID and Password. This is the same as your SoftServ login. • When you change your password, then your PeopleSoft Financials password will change as well.

  7. How to Login? • Type in your Net ID and password. • If your user ID does not work, try typing it in ALL CAPS. • If you get a message that your account has been disable, then call: • Gordon 706-721-3288 • Tina 706-721-0018

  8. PS Financials Security • Never leave your system unattended • Lock your desktop when you leave your desk • CTRL-ALT-DEL and click on Lock Workstation • Do not share your password • Do not let someone use your Net ID

  9. PeopleSoft Financials Basic Navigation

  10. Browser Selections Explorer does not work with PeopleSoft Requisition Goggle Chrome works great with PeopleSoft Requisition Firefox works sometimes with PeopleSoft Requisition

  11. Menu Navigation and Expand Button This is the Expand and Collapse Triangles in PSFIN. You will see them on many pages. A sideways triangle means Expand (take a look and it will show you more information).

  12. Menu Navigation Click on a Menu Option, and you will see the next menu options in the middle of the page

  13. Menu Navigation Click on a menu option or submenu option to where you need to go

  14. Menu Navigation Click on Home to go back to see the main menu or you can click on the Main Menu for a drop down menu

  15. Menu Navigation Do Not click on the back button. Use the menus and buttons in PS Financials to navigate. The back button is part of your Internet Browser, not PS Financials. Click on Sign Out to log out of PeopleSoft Financials, then you can click on the red x to close the window.

  16. Universal Navigation Header Universal Navigation Header

  17. Setting Favorites • Navigate to the page that you would like to set as a favorite • Click on the Add to Favorites link on the Universal Navigation Bar • The page will now show up on your My Favorites Menu

  18. Chart field Information What makes a CFC? Account code Department ID Fund code Class code Program code

  19. Requisitions Inquiry Page This page will also help you see if your requisition is still pending

  20. Purchase Order Inquiry Page

  21. Menu Navigation e-Procurement The eProcurement menu is where you find information to submit a requisition.

  22. e-procurement Navigation Cont. This menu is where you would start a requisition. This menu is where you can review and check the process of your requisition.

  23. E-Procurement

  24. Mange Requisitions

  25. Mange Requisitions

  26. Mange Requisitions

  27. How to Get Make the TAB Skip Over the Lookup Magnifying Glass • Click on the My Personalization at the bottom of the Main Menu. • Click on the Personalize Option button by Navigation Personalization's. • Choose Yes from the drop-down list by “Tab over Lookup Button”. • (Note: you can also choose Yes by “Tab over Calendar Button”) • Click OK to save your settings.

  28. How to Turn off AutoComplete • Click on the My Personalization's at the bottom of the Main Menu. • Click on the Personalize Option button by Navigation Personalization's. • Choose No from the drop-down list by “AutoComplete”. • Click OK to save your settings.

  29. If You Need Help • Financial Information Systems and Reporting • Problem resolution and general questions • PS_Financials@augusta.edu • Requisition Workflow Approvals and Security forms • Tina Fletcher – 706-721-0018 • Department ID creation/editing & Authorized Signature forms • Gordon Prettelt – 706-721-2046 or 706-721-3288 • ITS Help Desk -- 721-4000

  30. Questions

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