How To: Access your Worklist Log into PeopleSoft Financials Core System with your User ID and Password. the Worklist hyperlink in the upper right corner of the home page. a Requisition link under the column to display a requisition. “link” How To: Approve a Requisition Select the requisition from your Worklist. Review each line item’s descriptions by clicking on the Item Description hyperlinks. Review each line item’s details by selecting them with a checkmark and clicking the View Line Details button. Review the approval path if desired. You can insert additional approvers if needed (see lesson #). any comments you wish to add to the requisition. Do not include any slashes (/) in the comments field. Select the lines you want to approve with a checkmark and then click the Approve button. After receiving the approval confirmation, click the Return to Worklist link. How To: Deny a Requisition Select the from your requisition Worklist. Review each line item’s descriptions by clicking on the Item Description hyperlinks. Review each line item’s details by selecting them with a and clicking the checkmark View Line Details button. Review the if desired. approval path Enter comments explaining why you are denying the requisition. Do not include any slashes (/) in your comments. Select the lines you want to deny with a checkmark and then click the Deny button. After receiving the denial confirmation, click the link. Return to Worklist Ad Hoc Approvers eProcurement you the ability to insert additional approvers if you feel it is necessary. After reviewing a requisition’s approval path, you can insert additional approvers if you have the BOR_AD_HOC_APPROVE security role.
How To: Access your Worklist Log into PeopleSoft Financials Core System with your User ID and Password. the Worklist hyperlink in the upper right corner of the home page. a Requisition link under the “link” column to display a requisition. How To: Approve a Requisition Select the requisition from your Worklist. Review each line item’s descriptions by clicking on the Item Description hyperlinks. Review each line item’s details by selecting them with a checkmark and clicking the View Line Details button. Review the approval path if desired. You can insert additional approvers if needed (see lesson #). any comments you wish to add to the requisition. Do not include any slashes (/) in the comments field. Select the lines you want to approve with a checkmark and then click the Approve button. After receiving the approval confirmation, click the Return to Worklist link. How To: Deny a Requisition Select the requisition from your Worklist. Review each line item’s descriptions by clicking on the Item Description hyperlinks. Review each line item’s details by selecting them with a checkmark and clicking the View Line Details button. Review the approval path if desired. Enter comments explaining why you are denying the requisition. Do not include any slashes (/) in your comments. Select the lines you want to deny with a checkmark and then click the Deny button. After receiving the denial confirmation, click the Return to Worklist link. Ad Hoc Approvers eProcurement you the ability to insert additional approvers if you feel it is necessary. After reviewing a requisition’s approval path, you can insert additional approvers if you have the BOR_AD_HOC_APPROVE security role.
Buyers_Final_01-10-2014.docx