Skip to content

Peoplesoft

The Oracle PeopleSoft Enterprise Reporting and Planning (ERP) software system provides applications to automate many administrative functions including financial accounting, procurement requisitions, purchase orders, purchasing card reconciliation, accounts payable and  receiving of shipments.  Oracle's PeopleSoft® Financials include requisitions, purchase orders, vendor information and more. You will find information about purchasing and receiving on this page. 

The system went into Production on July 1, 2003.  Fiscal Year 13 (FY 13) ran from July 1, 2012 through June 30, 2013 and has now ended.  Fiscal Year 14 (FY 14) will run from July 1, 2013 through June 30, 2014, and is now open.

Log into PeopleSoft Finance

To log into PeopleSoft Finance, navigate to the University home page, then click on the link "MyUB". Log into "My UB", then look on the left side of the MyUB portal page for "Links to PeopleSoft", and click the link "UB Finance On-Campus". You will then see the regular PeopleSoft Finance log in screen. Type in your PeopleSoft User Name and Password and click the button labeled "Sign In".

PeopleSoft Purchasing Training

PeopleSoft Purchasing Training is offered by the Procurement Department. If you would like training in the use of Peoplesoft Purchasing functionality, please contract Blair Blankinship at 410-837-5714 or by e-mail to bblankinship@ubalt.edu.  The training and tesing database "environment" may be access by this link.

UB faculty and staff use the PeopleSoft (PS) Requisition screens and functions to create requisitions for equipment, supplies and services.  The UB Procurement Department converts those requisitions into purchase orders that we send to vendors.  Once the vendor ships the product or performs the service, the person that receives the goods or services creates a receipt of the shipment in PS to acknowledge that the goods and/or services were received OK, and it is OK to pay the vendor.

To create requisitions or access the purchasing card reconciliation screens, you must have a password for PeopleSoft Finance.  To get a password, complete the Request for Access to PeopleSoft Finance form and send it to the Procurement Department.  Since some of the nomenclature in PeopleSoft is specific to that application, a glossary of some of the basic definitions is available here.  There are also instructions for completing the Request for Access form.  In order to gain access to PeopleSoft Reporting, please fill out this form.  Instructions on how to fill out the form can be found here.

Access to the Purchasing screens is granted at the Department Level (cost center), one user may have access to many PeopleSoft Departments.  Approval of Requisitions is granted at the request of the Dean, Director or Department Head, and may come in three levels, no approval authority (create requisitions only), approval up to $25,000, and approval up to $100,000.  Requisitions over $100,000 must be approved by the Senior Vice President for Administration and Finance.  Please provide information about requisitions over $100,000 to the Sr. VPs office. 

The process flows from the requisition to the purchase order to the vendor, then receiving and finally to accounts payable to release the payment to the vendor.

PeopleSoft Trivia (useful for determining into which fiscal year a requisition fell)

  • The highest numbered Requisition for FY 04 was 2838
  • The highest numbered Requisition for FY 05 was 5105
  • The highest numbered Requisition for FY 06 was 7371
  • The highest numbered Requisition for FY 07 was 9440
  • The highest numbered Requisition for FY 08 was 11880
  • The highest numbered Requisition for FY 09 was 14941
  • The highest numbered Requisition for FY 10 was 17876
  • The highest numbered Requisition for FY 11 was 21016
  • The highest numbered Requisition for FY 12 was 24498
  • The highest numbered Requisition for FY 13 was 28017
And if all else fails, there is a hard copy PeopleSoft Requisition form.  Download the form, complete it, have it signed by the Dean, Director or Department Head, have it signed by the Budget Office, then send it to Procurement for action.