Verify Document Tolerance - PS Financials

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Business Process: Verify Document Tolerance

After a Purchase Order has been approved and passed budget check.  The document tolerance process must also be verified before it can be dispatched to the vendor.

Budget Check:

  • Purchasing>Purchase Orders>Verify Document Tolerance

Document Tolerances Request

Choose “Add a New Value”

Run Control ID: UserID and a short description of the process.  Use “_” instead of spaces. 

Add

Note:  A new value only needs to be added the first time the process is run.  The run control ID can be found by searching on the “Find an Existing Value” tab.  All run control parameters will be saved under the run control ID used.

Document Tolerance

Description: Purchase Order Doc Tol

Process Frequency: Always

Document Type: Purchase Order

Run Options: All Business Units

Run

Process Scheduler Request

Server Name: PSUNX

Select Document Tolerance Checking

OK

Report Manager Link

Report Manager

Administration Tab

Select the “Administration” tab

Refresh

Note: Click Refresh every few minutes, if the Status does not say Posted.  Clicking Refresh quickly, multiple times in a row will make the process run slower. 

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Additional Information:                                                    

Choosing the “Details” link after the process has Posted will give the Run Status of Success, Warning or Error.  You may also choose the “Message Log” link from the Details page to view to details of the process.

Predecessors:

A requisition has been created, approved, budget checked and has been sourced to a Purchase Order.

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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.  

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