The Oracle PeopleSoft Enterprise Reporting and Planning (ERP) software system provides applications to automate many administrative functions including financial accounting, procurement, human resources, student services, and other functions. Oracle's PeopleSoft® Financials includes functionality for creating requisitions, purchase orders, vendor information, purchasing card reconciliation, accounts payable, receiving of shipments, and more.
Log into PeopleSoft Finance
To log into PeopleSoft Finance, navigate to the University home page, then click on the link "MyUB". Log into "My UBalt", then look on the left side of the MyUB portal page for "Links to PeopleSoft", and click the link "UBalt 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 Diana McGhin at 410-837-5717. The training and tesing database "environment" may be access by this link.
UBalt faculty and staff use the PeopleSoft (PS) Requisition screens and functions to create requisitions for equipment, supplies and services. The UBalt 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, generate financial reports, 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 (If you are using Firefox, you will need to download the form in order to complete the fields) 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. Note that there is now only one form to request access to PeopleSoft Finance for all functions, including reporting.
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.
Attached is the business process to submit requisitions.
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.
Under emergency circumstance when Peoplesoft is not available, please complete 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.