Requisitions - PS Financials
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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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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The charge for an item on a requisition may need to be split between
multiple departments, funds, etc. This
can be done by adding multiple accounting lines to an item line on the Review
and Submit page of a requisition. View this "How-To" guide on "Adding Distribution Lines to a Requisition".
One a Requester has completed creating a Requisition, that Requisition is routed onto the appropriate person for review and approval. For persons assigned this task, view this "How-To" guide on approving a requisition in PS Financials.
Creating a requisition is done by Department Requestors to order goods
and services. A Requisition goes through
approval processes based on amount and items ordered. After the requisition is approved it is
sourced into a Purchase Order then sent to the appropriate vendor. With few exceptions, purchases may not be done without first creating a Requisition. View this "How-To" guide on Creating a Requisition in PeopleSoft.
COMING SOON! (projected target date: 05/13/2013)
Business Process: Creating a Requisition for
Staples Purchases
Department Requestors create a DPT requisition to order office supplies from
Staples Advantage. The requisition goes through
approval processes. After the
requisition is approved it is sourced into a Purchase Order then dispatched to
Staples. Note: Do not process Change Orders on Staples
requisitions as the Change Order does not punch out to Staples. Process a new requisition for additional
items and/or follow the instructions for returns if an item needs to be sent
back.
Note for Staples Purchases on Grant
Accounts:
General-purpose office supplies are
usually considered facilities and administrative costs, and are therefore not
allowed as direct costs. When items normally considered office supplies are
purchased for technical or scientific use on a project, charges may be
allowable as direct costs if appropriately justified. Additional information can be obtained at
http://nau.edu/postaward/.
Creating a requisition is done by Department Requestors to order goods
and services. A requisition goes through
approval processes based on amount and items ordered. "Amount Only/Blanket" Requisitions are used when you are unable to determine exact quantities or individual unit prices. In which case, you will just create your requisition line item on a total dollar amount only instead of trying to figure out how to get a quantity X unit price to = total dollars. View this "How-To" guide to see how this process is done in PeopleSoft.
A how-to guide on initiating change requests in PeopleSoft (LOUIE).
View this "How-To" guide on Managing the Requisition Approvals Screen in PeopleSoft.
Once a Requisition is saved, a number is assigned. You are able to search and retrieve your Requisition. View this "How-To" guide to assist you in Managing your requisitions.
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