Main Menu > Reporting Tools > Query > Query Viewer Once on the Query Viewer screen, enter the Query Name into the Begins with field and click the Search button to locate the query. From the results list (or the list) the link to launch the HTML My Favorite Queries targeted query. On the Query page, enter parameters and click Search, if required, to view your data. To download and sort query data, click the ExcelSpreadSheet link in the upper left corner of any results screen in PeopleSoft. Some of the most popular queries are listed below: Requisition-Purchase Order Cross Reference Query Name MSU_REQ_PO_INFO_1 – Displays information based on a CWID for the following: Requisition ID Number Purchase Order Number Requisition Name Requester CWID – – – – Requester Name Date Entered Buyer CWID Buyer Name Merchandise Amount Status – – – – – Department Supplier ID Number Supplier Name – – – Note: if you are a requisitioner and someone else’s receiver, you will see data on all of the requests associated to both CWIDs. Department Query Query Name MSU_DEPT_BALANCES_BY_ACCT – Displays information based on the Department and Fiscal Year selected for all revenues and expenses for both Children and parent accounts. Allows for drill down into financial summaries to view line item detail for Budget, Actual Expenses/Revenue, Encumbrances, and Quick Invoices Invoices should only be used by employees for travel and non-travel reimbursements of funds expended for MSU activities. Compensation requests for any type of work performed must be processed through the Payroll Department. Employee Reimbursements All employee reimbursements for travel and non-travel expenses are processed through PeopleSoft using the Quick invoice functionality. Please note the following parameters of submitting requests for these types of expenses. Reimbursements for a Department Manager automatically to the Deaprtment Manager’s supervisor for review and approval within FMS. An email will be sent to the supervisor once the voucher is ready for processing. In accordance with MSU Travel Regulations, requests for reimbursements should be submitted within 15 days of returning from the trip.
Main Menu > Reporting Tools > Query > Query Viewer Once on the Query Viewer screen, enter the Query Name into the Begins with field and click the Search button to locate the query. From the results list (or the My Favorite Queries list) the HTML link to launch the targeted query. On the Query page, enter parameters and click Search, if required, to view your data. To download and sort query data, click the ExcelSpreadSheet link in the upper left corner of any results screen in PeopleSoft. Some of the most popular queries are listed below: Requisition-Purchase Order Cross Reference Query Name – MSU_REQ_PO_INFO_1 Displays information based on a CWID for the following: Requisition ID Number – Purchase Order Number – Requisition Name – Requester CWID – Requester Name – Date Entered – Buyer CWID – Buyer Name – Merchandise Amount – Status – Department – Supplier ID Number – Supplier Name Note: if you are a requisitioner and someone else’s receiver, you will see data on all of the requests associated to both CWIDs. Department Query Query Name – MSU_DEPT_BALANCES_BY_ACCT Displays information based on the Department and Fiscal Year selected for all revenues and expenses for both Children and parent accounts. Allows for drill down into financial summaries to view line item detail for Budget, Actual Expenses/Revenue, Encumbrances, and Quick Invoices Invoices should only be used by employees for travel and non-travel reimbursements of funds expended for MSU activities. Compensation requests for any type of work performed must be processed through the Payroll Department. Employee Reimbursements All employee reimbursements for travel and non-travel expenses are processed through PeopleSoft using the Quick invoice functionality. Please note the following parameters of submitting requests for these types of expenses. Reimbursements for a Department Manager automatically to the Deaprtment Manager’s supervisor for review and approval within FMS. An email will be sent to the supervisor once the voucher is ready for processing. In accordance with MSU Travel Regulations, requests for reimbursements should be submitted within 15 days of returning from the trip.
Reference-Guide-for-PeopleSoft-Requisitioner.docx