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Forms and Job Aids

 Here are some of the necessary forms:

Form to Request Access to PeopleSoft Finance - Use this form to request access or to request a change to your access.  Access to create or approve PeopleSoft Requisitions is issued on a Department by Department basis (Department means cost center).  You must request access for each PS Department to which you need access.  Instructions for how to complete the form are available here.

Form to Request Access to PeopleSoft Financial Reporting - Use this form to request access to financial reports, including the so-called P&L report.  Instructions for how to complete the form are available here.

Purchasing Card Cardholder Agreement Form - Use this form and the Cardholder Information form to request a Purchasing Card.

Purchasing Card Cardholder Information Form - Use this form and the Cardholder Agreement form to request a Purchasing Card.You must also have access to PeoleSoft Finance Purchasing Card screens.

 

Job Aids

PeopleSoft Requisition Quick Create Guide - a step by step guide for how to create a PeopleSoft Requisition.

A more detailed illustration of how to create a PS Requisition in version 9.1.

PeopleSoft Requisition Approval - How to approve a PeoleSoft Requisition.  There are additional steps required for approval of a Requisition greater than $100,000. 

PeopleSoft Receiving Quick Create Guide - a step by step guide for how to create a Receipt in PeopleSoft.  A Receipt in PeopleSoft is your acknowlegement that the goods have been received or the service has been performed successfully and your approval to pay the vendor for the goods and/or services.

How to find the status of a PeopleSoft Requisition - How to view the status and see if a PO has been issued and/or if the vendor has been paid.

Purchasing Card Transaction Verification - How to verify p-card transactions and reallocate the charges to the correct Account and Department.

How to Cancel a Receipt

How to Cancel other Transactions in PeopleSoft - How to cancel a Requisition, PO.

Requisitions for travel reimbursements and for blanket purchase orders.  An explanation of "blanet purchase orders" and suggestions for creating requisitions for "blanet purchase orders" and travel reimbursements.

Director of Finance - Excel listing of the 40+ addresses for the City of Baltimore "Director of Finance"

And if all else fails, here is the hard copy Requisition form.