PeopleSoft Purchasing Module
General Purchasing Information Used in PeopleSoft
- Purchasing Life Cycle (67kb pdf 9/2009)
- Terminology (43kb pdf 9/2009)
- Status Codes (51kb pdf 9/2009)
Buyers and Purchase Orders
- Request a One-time Purchase Order (Save this fillable pdf and follow the instructions on Page 2.)
- Checklists and Training for Buyers
Final Approvers Checklist (70kb pdf 3/2010)
PO Administrator Checklists and Duties
Checklists for Receiving/Shipments
- Receive with a PO (90kb pdf 9/2009)
- Cancel a Receipt (49kb pdf 9/2009)
- Review Receipt Information (48kb pdf 9/2009)
Checklists for Requisitions
- Create a Requisition (71kb pdf 9/2009)
- Cancel a Requisition (50kb pdf 9/2009)
- Review Requisitions (118kb pdf 9/2009)
Accounts Payable/PO Vouchers (313kb pdf 9/2009)
Biennium End Procedures for POs
- Manually Rolling Your POs (64kb pdf 6/2011)
- Four Steps to Change Dates on Existing POs (85kb pdf 6/2011)
- PowerPoint Presentation from 6/2011 (2.05Mb pdf)
- Spreadsheet to Mass Reopen POs in New Biennium (31kb Excel 6/2011)
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