Logging into Finance 8.9 Practice Database
This job aid provides step-by-step directions for logging into the PeopleSoft Finance 8.9 practice database.

Purchasing - eProcurement

Create a Requisition through the UMass Marketplace
This job aid provides the steps required for entering a basic eProcurement requisition using the UMass Marketplace.

Create a Description Only Requisition
This job aid describes how to create a Description Only requisition with one or more lines.

Look Up a Vendor
This job aid describes how to look up a vendor in the PeopleSoft Finance 8.9 database.

Request a Change to a Purchase Order
This job aid provides the steps required for requesting a change to a purchase order.

Print a Requisition
This job aid provides the steps required for running the Requisition Print Report.

Purchasing - Approving

Approving a Requisition via "Approve Requisitions" Search
This job aid provides step-by-step instructions for approving a requisition via the "Approve Requisitions" search page.

Approving a Requisition via Worklist
This job aid provides step-by-step instructions for approving a requisition via the worklist.

Denying a Requisition
This job aid provides step-by-step instructions for denying a requisition that has been submitted to an approver's worklist.

Inquiring on Requisition Approvals
This job aid provides step-by-step instructions for inquiring on the approval status of a requisition.

Purchasing - Procard Reallocations

Approve/Reallocate Transactions with Single Distribution
This job aid provides step-by-step instructions for approving and reallocating a transaction.

Approve/Reallocate Transactions with Split Distribution
This job aid provides step-by-step instructions for approving and reallocating transactions with split distribution.

Query Procard Information
This job aid describes the procedure for running queries related to Procard information.

View Posted Transactions
This job aid describes the procedure for viewing posted transactions.

Finance Reporting and Inquiry

Monthly Reports / Report Distribution Tool
This job aid describes how to access batch reports using the Report Distribution Tool.

Customized View of nVision Report Request
This document provides an example of the new customized view of the nVision Report Request page.

Running nVision User Executed Reports
This job aid provides step-by-step directions for copying an nVision report scope and running an nVision report.

Running SQR User Executed Reports
This job aid provides step-by-step directions for running an SQR report.

Setting Up Run Controls
This cheat sheet provides basic instructions for running SQR reports, as well as guidelines for information needed to complete run controls for SQR reports.

Deleting Run Controls
This cheat sheet provides basic instructions for deleting unwanted Run Controls.

Distributing Reports to Multiple Users
This job aid describes the procedures for distributing nVision and SQR reports to multiple users.

Running Queries
This job aid explains the procedure for running a pre-defined query, as well as saving favorite queries.

Inquire on Budgets
This job aid describes how to inquire on a budget.

Fund Budget Types
This job aid lists Dartmouth fund codes with a description and budget type.

List of Available Queries
List of all public queries for Dartmouth users.

Inquiry Pages
Inquiry pages with descriptions for end users.

List of Reports
List of all reports with descriptions and navigations.

New Fund Crosswalk
As of 7/1/2008 all of our 2xxxx funds will now be 5xxxx. This job aid crosswalks the old 2xxxx numbers to the new 5xxxx numbers.

Employee Self-Service for Travel and Expenses Claims