Training Handouts

Purchasing: Submitting Requisitions

PeopleSoft Submitting Requisitions PowerPoint
PeopleSoft Submitting Requisitions Handout (includes the PowerPoint and job aids)
Feedback Form

Helpful Job Aids:
Navigating to Create a Requisition

Creating a Requisition using Special Request: Special Item

Creating a Requisition using Catalogs

Creating a Requisition using Favorites
(New!)
Creating a Requisition using Punchout (Job Aid Coming Soon)
Updating Comments to the Requisition Line in Review & Submit Mode

Crosswalk: How do I code my expenses now?
Chartfield Value Lookup (finding descriptions for PeopleSoft values)
Vendor Invoice Inquiry

You can also view these job aids and more on the PSHelp website.

Purchasing: Approving Requisitions

PeopleSoft Approving Requisitions PowerPoint
PeopleSoft Approving Requisitions Handout (includes the PowerPoint and job aids)
Feedback Form

Helpful Job Aids:
Approving a Requisition
Denying a Requisition
Crosswalk: How do I code my expenses now?
Chartfield Value Lookup (finding descriptions for PeopleSoft values)
Vendor Invoice Inquiry

You can also view these job aids and more on the PSHelp website.

Budget Administration

PeopleSoft Budget Administration PowerPoint
PeopleSoft Budget Administration Agenda and Instructions
NEW PeopleSoft Operational Budget Admin (simple lookup)
Feedback Form

Additional Resources:
Banner to PeopleSoft Account Code Lookup - PDF Version  
Banner to PeopleSoft Account Code Lookup - Excel Version
Recommended Saved Search Names
Saved Search Worksheet

Helpful Job Aids:
Crosswalk: How do I code my expenses now?
NEW Operational Budget Admin (simple lookup)
Budget Inquiry: Operating Revenue and Expense
Budget Inquiry: Capital Expense
Budget Inquiry: All Expenses
Budget Inquiry: Operating Expense Only
Budget Inquiry: Carryover
Budget Inquiry: ASUPS
Budget Inquiry: Grants
Budget Inquiry: Grants with Revenue
Budget Inquiry: Projects

You can also view these job aids and more on the PSHelp website.

PeopleSoft Submitting Requisitions PowerPoint