People Soft Advanced Inquiry http osuebusiness ag ohiostate

People. Soft – Advanced Inquiry http: //osuebusiness. ag. ohio-state. edu

Getting Started http: //www. ag. ohio-tate. edu/~osueb/documents/People. Soft. Access. Form_004. xls 1. Activate your OSU Internet Username (name. #) • https: //acctmgt. service. ohio-state. edu/ 2. Complete the Institutional Data Policy training on OSU Carmen. • http: //buckeyesecure. osu. edu/ 3. Complete the People. Soft Access Form on the Business Office Web site. • http: //osuebusiness. ag. ohio-state. edu • Fax to 614 -688 -0529 You will receive a packet in the mail once your access has been established.

Accessing People. Soft Review the Message of the Day Type your User ID and Password. Click Sign In to access the Financials 8. 4 system. Forget your password? 8 help@osu. edu

Advanced Inquiry Adding pages to your Favorites n Adding a User Defined n Journal Entries n Requisitions n Chartfield n User ID n Approval History n

My Favorites n Navigate to User Defined on the People. Soft menu Type in the value you would like to add and click Add. 6 alpha-numeric digits n Click Save. n Note: If the value is already created, the screen will tell you this.

User Defined n Navigate to the page you would like to create a book mark for. ¨ Purchasing > Purchase Orders > Review PO Information > Print Pos n On the top menu bar, choose Add to Favorites n Give it a unique name and click ok. On the menu under my favorites will be all of the l n links you have saved.

Review and Print Journal Entries - Get the journal entry number from your e. Reports.

Review and Print Journal Entries In People. Soft, Navigate to the Journal Entry Inquiry page.

Review and Print Journal Entries • Type Journal and click add. • Next time you will be able to find this saved entry on the find an existing value tab.

Review and Print Journal Entries 1) Business Unit 4) To: Period 12 2) Fiscal Year (ex 2010) 5) Journal ID 3) From: Period 1 6) Click Save 7) Then Click Search

Review and Print Journal Entries Click the Journal ID number and it will take you to the details. On the details page, click Print Journal to print or save the journal

Review and Print Journal Entries The PDF will appear in a new window.

Take a few minutes… Please take a few minutes look up a journal. § Example 0001943783 entered 06/30/2009

Requisitions Requisition to Purchase Order 2 1 3 4 5

Requisitions From the list select the newest requisition. 2 1 You can then review the details to see if this is your order. 3

Requisitions This will automatically select the box for the one that you were on. Then Click Document Status. 1 This will show you the PO number and allow you to navigate to the PO or invoices associated. 2

Take a few minutes… Please take a few minutes look for requisitions for your ORG. § Use Fiscal Year 2009 § UNIV Business Unit.

Chartfield Use Chartfield inquiry to: • Check to see if a fund # has been created. • Check to see if a fund # has been de-activated. • Check to see who owns a fund.

Chartfield n n Click Fund number Two search options: ¨ Fund ¨ Org BY FUND: Type Fund #, click search BY ORG: Click on the magnifying glass, type in your Org, Click Lookup

Chartfield search

Take a few minutes… • Please take a few minutes and look for Funds that belong to your ORG. • Look for the date one fund was created.

Look up USERID n search Lookup a USER ID: BUXT 9735

Take a few minutes… • Please take a few minutes and look up USER ID BUXT 9640

Approval History search n Navigate to the approval history page n Click transaction ID in the drop Down Type your transaction ID. Click Search n n

Take a few minutes… • Please take a few minutes and look up the approval history for 09 WW 38 G 7

Advanced Inquiry My favorites n User Defined n Journal Entries n Requisitions n Chartfield n User ID n Approval History n

Trouble Shooting I clicked on a link but nothing is happening. I need to change my password. I would like to download the information I see into excel. Navigate to the ASSIST Web page. https: //assist-erp. osu. edu/assistprocurement 84/Web. Help/start. htm

Resources n Business Office Web site ¨ http: //osuebusiness. ag. ohio-state. edu n Office of Information Technology Help ¨ search https: //assist-erp. osu. edu/assistprocurement 84/Web. Help/start. htm