Requisitions - 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.  

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  The charge for an item on a requisition may need to be split between multiple departments, funds, etc.  This can be done by adding multiple accounting lines to an item line on the Review and Submit page of a requisition. View this "How-To" guide on "Adding Distribution Lines to a Requisition". 


One a Requester has completed creating a Requisition, that Requisition is routed onto the appropriate person for review and approval. For persons assigned this task, view this "How-To" guide on  approving a requisition in PS Financials.


This document will provide information on how to upload and view supporting documentation for PeopleSoft Financials Requisition transactions. It will also indicate how to view documentation that Contracting and Purchasing Services has uploaded for Purchase Orders.


Creating a requisition is done by Department Requestors to order goods and services.  A Requisition goes through approval processes based on amount and items ordered.  After the requisition is approved it is sourced into a Purchase Order then sent to the appropriate vendor. With few exceptions, purchases may not be done without first creating a Requisition. View this "How-To" guide on Creating a Requisition in PeopleSoft. 


Business Process: Creating a Requisition via Staples Punchout  Staples PunchOut allows Department Requestors to order goods from the NAU Staples Catalog through PeopleSoft Financials. In PeopleSoft, the requestor creates a requisition, adds items from Staples catalog and submits a requisition for approval. The requisition then goes through the standard approval processes.  After the requisition is approved it is sourced into a Purchase Order and dispatched to Staples for fulfillment. 


Creating a requisition is done by Department Requestors to order goods and services.  A requisition goes through approval processes based on amount and items ordered.  "Amount Only/Blanket" Requisitions are used when you are unable to determine exact quantities or individual unit prices. In which case, you will just create your requisition line item on a total dollar amount only instead of trying to figure out how to get a quantity X unit price to = total dollars. View this "How-To" guide to see how this process is done in PeopleSoft. 


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


View this "How-To" guide on Managing the Requisition Approvals Screen in PeopleSoft.


Once a Requisition is saved, a number is assigned. You are able to search and retrieve your Requisition. View this "How-To" guide to assist you in Managing your requisitions.


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