PeopleSoft Finance 9.2 ManualHome Page
Purchase Orders .................................................................................................................. 19
Outstanding Encumbrance Report ................................................................................................ 22
SPC Reports Login to PS -> Main Menu -> SPC Reports
Click on the Folder tab near the SPC Reports to get the next screen.
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Reports can be run for specific information such as General Ledger Codes, Cost Centers using dates or a
wildcard (%).
Budget Check Errors Navigation: SPC Reports -> Commitment Control -> Budget Check Errors
To run the Budget Error Report input your parameters mainly Business Unit, Budget Period and Dates,
others can be wildcards (%) and click on the PDF or the Excel tab.
Sample on the next page…..
Current Date
Navigation: SPC Reports -> Commitment Control -> Choose the specific MOBUD report
PeopleSoft Finance 9.2 Manual
Enter the parameters, Fiscal Year, Fund, Department, and Site.
** Important** MOBUD reports function from a calendar month not a fiscal period.
Click “Run”, then Click “OK”. This will return you to the previous screen, Click “Process Monitor”, Click
“Refresh” until the Run Status is “Success” and the Distribution “Posted”
Then Click “Details,” “View Log/Trace” and select the PDF item.
Sample on the next page……………..
PeopleSoft Finance 9.2 Manual
Navigation: Main Menu -> SPC Reports -> General Ledger
Click on the Folder tab near the SPC Reports to get the next screen.
PeopleSoft Finance 9.2 Manual
Navigation: Main Menu -> SPC Reports -> General Ledger -> Journals & Ledgers -> Transaction Detail -
Actuals
This report list all revenues and expenses of a particular cost center for the designated time period. To run the Report input your desired parameters and click on the PDF or the Excel tab
Sample on the next page……………..
PeopleSoft Finance 9.2 Manual
To view a specific JE
Navigation: Main Menu -> SPC Reports -> General Ledger -> Journals & Ledgers -> Journal Entry Details
Enter Run Control ID and hit “Search”
Enter Business Unit, Journal ID and Date. ***Remember to include leading zeros on the Journal ID. Note: To obtain the journal post date – run a transaction detail report - see date at the top left of that
report.
Click “Run”, then Click “OK”. This will return you to the previous screen, Click “Process Monitor”, Click
“Refresh” until the Run Status is “Success” and the Distribution “Posted”.
Then Click “Details”, “View Log/Trace,” and select the PDF item.
Sample on the next Page………….
This is the date the journal was posted
which can be found on a transaction
detail report
Department Ledger Actuals – Activity
Navigation: Main Menu -> SPC Reports -> General Ledger -> Journals & Ledgers-> Dept Ledger Actuals
Activity
Report provides the Monthly Department Ledger encumbrance and expense activity status.
Enter Run Control ID and hit “Search”
Enter the desired parameters, Click “Run”, then Click “OK”. This will return you to the previous screen, Click “Process Monitor”, Click “Refresh” until the Run Status is “Success” and the Distribution “Posted”. Then Click “Details”, “View Log/Trace,” and select the PDF item.
Click Refresh until you see “Success and Posted”.
PeopleSoft Finance 9.2 Manual
PO Status > PO Line
Navigation: Main Menu -> SPC Reports -> Purchase Orders -> PO Status -> PO Line
This report will reflect the change order and vouchers posted to a PO. Enter the Run Control ID and hit “Search”
Enter PO Number, Business Unit and Click “Run”. This will return you to the previous screen, Click “Process Monitor”, Click “Refresh” until the Run Status is “Success” and the Distribution “Posted”. Now Click the “POLINE” and then click the middle item of the three items shown, then click “View
Log/Trace,” and select the PDF item.
Sample on the next page……………………
PeopleSoft Finance 9.2 Manual
Outstanding Encumbrance Report
This will give the PO Outstanding Encumbrance Report of the Department. Navigation: Main Menu -> SPC Reports -> Purchase Orders -> PO Status -> All POs by Cost Centre
(new)
Enter the Run Control ID and hit “Search”
Enter the “Business Unit”, “Fund Code”, “From/To” and “Accounting Date To” and the rest can be wildcard (%). Click “Run”.
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Select the box “POs by Cost Centre – OPO’s” and click “OK”.
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You will be taken to the previous screen, Click “Process Monitor”.
Click “Refresh” until the Run Status is “Success” and the Distribution “Posted”. Now “Save” and click “Details”
PeopleSoft Finance 9.2 Manual
Sample on the next page……………..
PeopleSoft Finance 9.2 Manual
Requisitions
Enter parameters. “Business Unit” will always be SPJC1. You can use the magnifying glass icons to drill
down to find a particular Requisition ID, Requestor, Department etc.
PeopleSoft Finance 9.2 Manual
Select parameters and click “OK”
From this screen you can drill down all aspects of the requisition.
PeopleSoft Finance 9.2 Manual
Navigation: Main Menu -> Purchasing -> Purchase Orders -> Review PO Information -> Purchase
Orders
Business Unit is SPJC1, Enter the PO number and click “Search”
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Click the “ ” which will bring you to the Schedule screen. This allows you to access the Distribution
information “ ”.
Navigation: Main Menu -> Accounts Payable -> Review Accounts Payable Info -> Vouchers -> Voucher
Enter the Parameters Business Unit which can be SPJC1, TRAV1 or PCard. Enter the Voucher ID with
leading zeros, then Click “Search”.
Sample on the next page……………………..
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Tabs across the top allow you to access all the information about the Voucher including Voucher Details,
Amounts, More Details and Supplier Details.
PeopleSoft Finance 9.2 Manual
S_JRNLEXPINQ
To search transactions by a G/L, Cost Center or both.
Enter the Query Name “S_JRNLEXPINQ” select “Search” and then Select “Edit”
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Under the “Criteria” tab select your parameters. To change the criteria select the “Edit” button on the
desired line.
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In the “Constant” box enter the G/L number and click “OK”
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To search a particular cost center “Edit” each line to specify that cost center. To search for entries by
only the Account number, remove the Program, Fund, and DeptID, by selecting the minus sign by
each line.
Your search can be manipulated through the use of the minus sign to produce your desired results.
PeopleSoft Finance 9.2 Manual
Enter the to and from dates and click “OK”
PeopleSoft Finance 9.2 Manual
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S_JOURNAL_TRANS_REF_NUMBER
List of all Journal Entries for a particular span of time.
Navigation: Main Menu > Reporting Tools > Query > Query Manager
Enter the Query Name “S_JOURNAL_TRANS_REF_NUMBER” select “Search” and then Select “Edit”
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There is no criteria to change here, select the “Run” tab
Enter the dates and Click “OK”
PeopleSoft Finance 9.2 Manual
PeopleSoft Finance 9.2 Manual
Navigation: Main Menu > Reporting Tools > Query > Query Manager
Enter the Query Name “S_JOURNAL_DETAIL” select “Search” and then select “Edit”
PeopleSoft Finance 9.2 Manual
PeopleSoft Finance 9.2 Manual