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Purchasing: Submitting Requisitions in PeopleSoft

Purchasing: Submitting Requisitions in PeopleSoft. Facilitator: Ed Barber Procurement Director. Agenda. Overview: Chart of Accounts Crosswalk Supported PeopleSoft Browsers PeopleSoft Help Creating Requisitions ( Catalogs, Favorites, Punchout , & Special Requests)

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Purchasing: Submitting Requisitions in PeopleSoft

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  1. Purchasing: Submitting Requisitions in PeopleSoft Facilitator: Ed Barber Procurement Director

  2. Agenda • Overview: • Chart of Accounts Crosswalk • Supported PeopleSoft Browsers • PeopleSoft Help • Creating Requisitions (Catalogs, Favorites, Punchout, & Special Requests) • Adding Items to Your Favorites List • Managing Requisitions (Viewing, Changing, & Canceling) • Requesting a New Item to be added to the Item Master • Submitting Requisitions for Approval • Returning Goods to Vendors • Requesting New Vendors – Process and Timeline

  3. Chart of Accounts Crosswalk For instruction on how to use the crosswalk, please view your handout;pshelp.pugetsound.edu/pshelp (PeopleSoft 101>PS Navigation); and/or sign up for the Budget Administration course through the Technology Services>Optimize>Optimize Training page.

  4. Supported PeopleSoft Browsers Desktop Computers • Firefox 2.x, 3.x, 4+ • Internet Explorer 7, 8, 9 • Safari 3.2, 4.x, 5.x • Chrome 1+ Mobile • BlackBerry Browser 4 • WebKit-based mobile browsers (iPhone Safari, Android Chrome, Nokia S60) • Access NetFront 3 • OpenWave (UP Browser) 7 • Opera Mini 8 • Pocket Internet Explorer for Windows Mobile 5, 6 • Safari (iOS) 4.3, 5+ • Other Basic XHTML mobile browsers Supported PeopleSoft Browsers as of July 2012 provided by Oracle

  5. PeopleSoft Help • Direct all questions about system access and operation to the Technology Service Desk at 253.879.8585 or servicedesk@pugetsound.edu, and the Service Desk will route your question to the appropriate party. • PeopleSoft Help is up and running (pshelp.pugetsound.edu/pshelp)so you can view instruction videos on how to purchase goods and more in PeopleSoft!

  6. Demonstration Ed Barber will now demonstrate how to submit a requisition in PeopleSoft!

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