Purchase Orders - PS Financials


All PSFIN users should refer to these policies and procedures when processing transactions through PeopleSoft Financials: Comptroller's Policies & Procedures 

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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  


Training & Documentation

View a "How-To" guide on "Adding freight to a PO" in PS Financials.

Once a Requisition has been sourced into a Purchase Order (PO), it will be approved by the appropriate personnel. If you have been tasked with approving a PO, view this "How-To" guide on managing and approving orders in PS Financials.

When buying from a vendor outside of our state, that vendor may not charge NAU sales tax. In that event, NAU is obligated to pay an interstate tax called "use tax" in order to use the goods. View a "How-To" guide on Changing sales to use tax in PS Financials.

Learn how to change the PO amount only in PeopleSoft (LOUIE).

Learn how to change use to sales tax in PeopleSoft (LOUIE).

View this "How-To" guide on Changing or Adding distribution lines on a Purchase Order in PeopleSoft.

View this "How-To" guide on Creating a new item category for PO's in PeopleSoft.

View this "How-To" guide on Creating a Purchase Order in PeopleSoft.

View this "How-To" on Creating a Purchase Order with no requisition in PeopleSoft.

View a how-to guide on dispatching purchase orders in PeopleSoft (LOUIE).

COMING SOON!! (projected target date: 05/13/13) Business Process: Dispatching Staples Purchase Orders After a requisition is created, approved, budget checked and sourced to a Purchase Order, the PO must be dispatched to Staples Office Supply.  The PO is dispatched to Staples electronically and there is no need to print the PO.

Learn how to inactivate an item category in PeopleSoft (LOUIE).

A how-to guide on initiating change requests in PeopleSoft (LOUIE).

This page explains the proper steps associated with checking a PO so that it can be dispatched to the vendor.

The Open Purchase Order report provides a listing of Purchase Orders that have open encumbrances.  Users specify the Dept. ID and date range.    The report excludes closed, final closed and cancelled orders.

Learn how to verify document tolerance in PeopleSoft (LOUIE).


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