Training

9.1 Finance Training Guides

• Expense Module
• eProcurement
• Accounts Payable
• Approving
• ProCard Reallocations
• SUMMIT

9.1 - Expense Module

Preparing Travel Authorizations and Expense Reports

9.1 Creating Travel Authorizations 
This guide will explain how to create a travel authorization.

9.1 Creating Expense Reports 
This guide will explaing how to create an expense report.

9.1 Viewing or Modifying Account Details 
This guide will explain the process on viewing or modifying account details.

9.1 Copying Expense Lines for Travel Authorizations and Expense Reports 
This guide will explain how to copying expense lines.

9.1 Viewing and Modifying Travel Authorizations and Expense Reports 
This guide will explain how to view and modify travel authorizations and expense reports.

9.1 Correcting Expense Report Transaction Line Errors
This guide will explain how to correct expense report transaction line errors.

9.1 Deleting Travel Authorizations and Expense Reports 
This guide will explain the process of deleting travel authorizations and expense reports.

9.1 Adding Multiple Expense Lines for Travel Authorizations and Expense Reports 
This guide will explain how to add multiple lines to travel authorization and expense reports.

9.1 Canceling Approved Travel Authorizations 
This guide will explain the process of canceling approved travel authorizations.

9.1- eProcurement for End Users

9.1 Create a Description Only Requisition 
The Create Requisition page allows you to create a requisition to request the purchase of items or services. A description-only requisition is the term for any requisition that is not created via the UMass marketplace. 

9.1 Create a Requisition with a Split Distribution
A split distribution allows you to charge one line to two different budgets.  

9.1 Entering a Requisition to Create a Blanket Purchase Order 
This guide will show how to enter an eProcurement requisition to create a Blanket Purchase Order.

9.1 Copying a Requisition 
This guide will show you how to copy a requisition.

9.1 Requesting a Change to a Purchase Order
This guide will show how to make a change to an existing purchase order. 

Introduction to eProcurement for End Users
This hands-on course introduces eProcurement and focuses on entering requisitions and inquiring on requisitions and purchase orders.

Contact Kirk Hellmuth at x8085 to inquire about eProcurement Training for End Users.

9.1 - Accounts Payable

The following Training Guides are available for Accounts Payable.

9.1 Maintaining Session Defaults
This guide will instruct you on how to set up ad hoc session default values and apply ad hoc session default values to a new voucher.

9.1 Viewing the Related Documents Page 
This guide will instruct you on viewing related documents.

9.1 Reviewing Voucher Information 
This guide will instruct you on how to review voucher information.

9.1 Reviewing Posted Accounting Entries 
This guide will instruct you on how to review posted account entries.

9.1 Using the Match Workbench 
This guide will instruct you in the use of the Match Workbench.

9.1 - Approving

Approvers are no longer required to attend a training class. Contact  Kirk Hellmuth at x8085 for more information about the Approval process.

The following job aids walk through the procedures related to approving:

• Approving a Requisition via "Approve Requisitions" Search
• Approving a Requisition via Worklist
• Denying a Requisition
• Inquiring on Requisition Approvals

9.1 - Procard Reallocations

This course provides a three-step introduction to allocations: setup, run, and inquire.

Contact  Jennifer Pacheco at x8084 to inquire about Procard Reallocation training.

Finance Online Training

SUMMIT Reporting for PeopleSoft Finance 9.1

SUMMIT is available to all PeopleSoft Finance users. SUMMIT is a reporting tool which runs outside of PeopleSoft Finance, but it is based upon the PeopleSoft Finance 9.1 Reporting database. Click the appropriate link to access the SUMMIT online tutorial.

• Overview and Navigation
• Printing and Downloading Widgets
• Setting and Saving Filters
• Graphs and Alert Widgets
• Data Widgets
• Transaction Detail Analysis Dashboard