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Purchasing: Approving Requisitions

Purchasing: Approving Requisitions. Facilitator: Ed Barber Procurement Director. Agenda. General Chart of Accounts Crosswalk Supported PeopleSoft Browsers PeopleSoft Help Approving Requisitions Overview of Submitting Requisitions Managing Work Lists

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Purchasing: Approving Requisitions

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  1. Purchasing: Approving Requisitions Facilitator: Ed Barber Procurement Director

  2. Agenda General • Chart of Accounts Crosswalk • Supported PeopleSoft Browsers • PeopleSoft Help Approving Requisitions • Overview of Submitting Requisitions • Managing Work Lists • Routing an Approval to Another Supervisor (a.k.a. Approval Framework) • Making Changes to a Requisition • Additional Steps

  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

  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 approve requisitions and look up your budget!

  6. Demonstration Ed Barber will now demonstrate how to submit and approve requisitions in PeopleSoft!

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