Purchase Orders - PS Financials

PURCHASE ORDERS

All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures and/or Contracting and Purchasing Services Policies & Procedures

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Related Services

LOUIE/PeopleSoft
Available to studentsAvailable to facultyAvailable to staff

PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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Training & Documentation

Available to Documentation
Adding Freight to a PO- PS Financials

View a "How-To" guide on "Adding freight to a PO" in PS Financials.

Available to Documentation
Approving/Managing Purchase Orders - PS Financials

Once a Requisition has been sourced into a Purchase Order (PO), it will be approved by the appropriate personnel. If you have been tasked with approving a PO, view this "How-To" guide on managing and approving orders in PS Financials.

Available to Documentation
Canceling a PO - PS Financials

When circumstances prevail which require a Purchase Order to be canceled, view this "How-To" guide on Canceling a Purchase Order in PS Financials.

Available to Documentation
Changing Sales to Use Tax - PS Financials

When buying from a vendor outside of our state, that vendor may not charge NAU sales tax. In that event, NAU is obligated to pay an interstate tax called "use tax" in order to use the goods. View a "How-To" guide on Changing sales to use tax in PS Financials.

Available to Documentation
Changing to Amount Only - PS Financials

Learn how to change the PO amount only in PeopleSoft (LOUIE).

Available to Documentation
Changing Use to Sales Tax - PS Financials

Learn how to change use to sales tax in PeopleSoft (LOUIE).

Available to Documentation
Changing/Adding Lines on a PO - PS Financials

View this "How-To" guide on Changing or Adding distribution lines on a Purchase Order in PeopleSoft.

Available to Documentation
Creating a New Item Category for a PO- PS Financials

View this "How-To" guide on Creating a new item category for PO's in PeopleSoft.

Available to Documentation
Creating a Purchase Order - PS Financials

View this "How-To" guide on Creating a Purchase Order in PeopleSoft.

Available to Documentation
Creating a Purchase Order with No Requisition - PS Financials

View this "How-To" on Creating a Purchase Order with no requisition in PeopleSoft.

Available to Documentation
Dispatching Purchase Orders - PS Financials

View a how-to guide on dispatching purchase orders in PeopleSoft (LOUIE).

Available to Documentation
Dispatching Purchase Orders for Staples-PS Financials

COMING SOON!! (projected target date: 05/13/13) Business Process: Dispatching Staples Purchase Orders After a requisition is created, approved, budget checked and sourced to a Purchase Order, the PO must be dispatched to Staples Office Supply.  The PO is dispatched to Staples electronically and there is no need to print the PO.

Available to Documentation
Inactivating an Item Category - PS Financials

Learn how to inactivate an item category in PeopleSoft (LOUIE).

Available to Documentation
Initiating Change Requests - PS Financials

A how-to guide on initiating change requests in PeopleSoft (LOUIE).

Available to Documentation
PO Budget Check - PS Financials

This page explains the proper steps associated with checking a PO so that it can be dispatched to the vendor.

Available to Documentation
Report-Open Purchase Order Encumbrances

The Open Purchase Order report provides a listing of Purchase Orders that have open encumbrances.  Users specify the Dept. ID and date range.    The report excludes closed, final closed and cancelled orders.

Available to Documentation
Verify Document Tolerance - PS Financials

Learn how to verify document tolerance in PeopleSoft (LOUIE).


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