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E-Pro Requester Training

E-Pro Requester Training. Login to PeopleSoft. Training website : https://scitest2.gafirst.usg.edu/psp/scitest2/EMPLOYEE/ERP/?cmd=logout Please contact me for password. Actual website: https://fprod.gafirst.usg.edu/psp/fprod/?cmd=login&languageCd=ENG. Main Menu. E-Procurement

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E-Pro Requester Training

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  1. E-Pro Requester Training

  2. Login to PeopleSoft Training website: https://scitest2.gafirst.usg.edu/psp/scitest2/EMPLOYEE/ERP/?cmd=logout Please contact me for password. Actual website: https://fprod.gafirst.usg.edu/psp/fprod/?cmd=login&languageCd=ENG

  3. Main Menu E-Procurement • Create a requisition: The Line Defaults that you can specify on this page that will carry over to every requisition line you add includes: • Vendor ID • Buyer • Category (NIGP Code) • Unit of Measure • Ship To Code • Due Date (N/A for GeorgiaFIRST Marketplace Requisitions) • Attention To • Chartfields Once you are finished specifying defaults for the Special Request Requisition (remember, this is optional), you can proceed to Step #2, which is Adding Items and Services.

  4. Click the Chevron Name the requisition or it will default to the req # This will get you to the next screen or you can click 2. Add Items and Services

  5. Most used request type – Special Item

  6. Creating a Special Request Requisition

  7. Click add item to move to the next screen http://ssl.doas.state.ga.us/PRSapp/PR_nigp_list.jsp?whereFrom=public This link will provide you with a list of NIGP/Catalog/Commodity codes to use – Do not use the search function within PeopleSoft unless you are more familiar with these codes.

  8. Add attachments

  9. Click the chevron to display screen if you have to change chart fields for one or multiple lines.

  10. This will send the requisition to the approver.

  11. Georgia first marketplace Requisition

  12. Screen Titles Navigation Icons Cart Summary Quick Search Punch Out Suppliers

  13. Click when you are ready to checkout Example for Shopping Cart from punch-out supplier:

  14. Click Issue requisition

  15. Click this button

  16. Inserting Ad Hoc Approvers

  17. Manage Requisitions

  18. Different options • Cancel Req • Check Budget • Edit Req • Req Cycle • View Approvals

  19. Requisition Cycle

  20. First icon on Requisition Cycle Next slide will display what you will see

  21. Edit Requisitions

  22. Delete a requisition line Note the checkmark Will remove the line

  23. Canceling a Requisition

  24. Saving Favorite Items for Special Request Requisitions

  25. Special Request Requisition Template Note check mark in box next to ‘Save as Template’

  26. Look up vendors • Look up feature within the requisition menu otherwise use: • PeopleSoft – Menu • Vendors • Add/Update • Review Vendors • Change SetID to SHARE • Tips: Change the drop down from ‘Equal to’ to ‘Contains’ • Best match if you do have their • Federal Employer Identification Number (FEIN) then you can look • the vendor number up by Tax ID

  27. Comments • Suggested Vendors • Please use only for vendors that are not in the system • New addresses or other changes to existing vendors please note in the comment section or send Accounts Payable or Purchasing an email so that we can address the changes with Shared Services Center

  28. QUESTIONS? Any questions please contact Barbara Burns at 478-471-2502 or send an email to barbara.burns@mga.edu

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