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CUSTOMIZE REQUISITION FIELDS - 7 steps to customize the fields on your Requisition Form and Header Defaults pages so that only those fields you need to populate are visible. Note: All of our Requisition training materials have screenshots based on this customization. CUSTOMIZE REQUISITION PAGES - Personalize the tab order on any page in PeopleSoft so that you can navigate through page fields in the sequence you prefer. ULTRA EASY GUIDE FOR CREATING A REQUISITION Use this super step-by-step reference to create a Requisition quickly and easily. Great for the infrequent requester. |
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QUICK REFERENCE GUIDE A lighter version of the Detailed Step-By-Step Guide for Creating a Requisition. Great for the new employee. |
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Detailed Step-By-Step Guides A. Logon to PeopleSoft & Change Password B. Customizing Requisition Pages D. Creating a Requisition with Split Distributions E. Printing a Requisition from the Main Menu F. Review/Approve Online Requisitions G. Review Requisition Information Additional information required for completing online requisitions: Category Codes Listed by General Category, with Description, Category Code, associated Default account code and description, and buyer for the commodity/service. Category Codes for Recycled Products HSU is required to provide a Recycled Products Content Report to the Chancellor's Office each fiscal year. Using the Recycled Category Codes will automatically track the University's purchase quantity of recycled products and their dollar amounts. The list of Category Codes for Recycled Products provides both the Recycled Product Category Code and the Non-Recycled Product category code for: Glass, Paint, Paper Products, Office & Printing Paper, Lubricating Oils, Plastics, Solvents, and Steel. Please make sure you use these codes to ensure accurate tracking and reporting. Account Codes for Equipment Purchases
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