In addition to sessions for Purchase Requisitions, Travel and Expenses and Budget Reports, we have added a training session titled Purchasing – Receiving Invoices. For more details, please refer to “PeopleSoft Training” content below.
PeopleSoft Budgets - Operating budgets for the year ending 5/31/2014 (PeopleSoft fiscal year 2013) have been loaded to PeopleSoft.
New PeopleSoft Reports – We are pleased to announce two new reports are now available in PeopleSoft!
1) Monthly Budget to Actuals by program – This report includes the monthly spread of budgets and actuals by account for the program selected. Navigation: Chapman Customizations → Reports → Budget → Monthly Budget to Actuals
2) Monthly Budget to Actuals by department – This report includes the monthly spread of budgets and actuals by account for the department selected. For departments that have multiple programs, this report consolidates budgets and actuals, respectively, for the programs within and provides the department level figures. Navigation: Chapman Customizations → Reports → Budget → Monthly Budget to Actuals
PeopleSoft Training - In addition to sessions for Purchase Requisitions, Travel and Expenses and Budget Reports, we have added a session titled Purchasing – Receiving Invoices. All sessions are posted on the PeopleSoft Training Scheduler. To register use this link: PeopleSoft Training Scheduler . Trainings are scheduled for the week of September 15th and 22nd. Additional dates/times for September and the remaining Fall Term months will be posted every two weeks. Classes are limited to 20 participants so act NOW and register for a session. Purchase Requisition training is required for those planning to enter requisitions. Budget Report training is most effective if you have access to budget data. See the session descriptions for details or contact Kara Moore at email@example.com if you have questions.
Tip of the Week “Disabling Type Ahead” – This tip can come in handy if you need it. Navigation: Main Menu → My Personalizations. For complete detail and instruction, please visit PS Live! – Financials, under “Tip of the Week.
Please direct your PeopleSoft inquiries or comments to IS&T Service Desk (firstname.lastname@example.org) or (714) 997- 6600.
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