#queenspeoplesoft

[psprocureatqueensu]

AutoComplete No More!

Have you found yourself struggling with the AutoComplete feature, introduced by the recent PeopleSoft upgrade?

Fear not - there are others travelling in the same boat you are...

Symptoms of struggling with this might include, but are not limited to:

- Cursing at your computer screen - Asking out loud, “what just happened?” - Pumping yourself up before typing a value into a field, by repeating “Ok, you’ve got this, just type it REALLY fast” - Feeling like giving up, after 1 failed attempt

The bad news is you’re definitely suffering from Autocompletobia.

The GOOD news is, there’s a cure.

Your golden ticket to the path to recovery, resides in PeopleSoft:

Main Menu > My Personalizations > Personalize Navigation Personalizations > Autocomplete > NO

No more will you need to worry about your cursor flipping back to the beginning of a field when attempting to type your Fund code into the distribution section of your Purchase Requisition, or bead a little sweat when you start to type a Supplier name into a field and the options box pops up causing a major distraction...

If this doesn’t rock your world today, I just don’t know what else would.

#lifechanging

[psprocureatqueensu]

Requisition Quick Tips - Did You Know?

I have 2 PeopleSoft Purchase Requisition quick tips for you today!

Did you know:

1) You can enter negative values on Requisition product lines

Example A: You've received a credit note for a product or service provided to your department, and there's no PO in existence the credit note could be applied to

- Create a Requisition describing the credit note in the description field, then assign the unit price as a negative value (whatever the credit note value is before tax) - ie. -5,000.

Example B: A supplier has offered you a discount (educational, bulk ordering, etc.) on a product or service quotation for your department.

- Create a Requisition, adding in the product lines for the items you wish to order, then create a product line for the discount you've been offered. Assign the discount value in the unit price field of that line, placing a - sign infront of the value. - ie. -250.

2) You can create $0 Requisitions

Example: Your department has been offered a demo product, at a cost of $0 but a Purchase Order is still required to act as the "contract" to acquire the demo item.

- Create a Requisition describing the demo product details in the description field, then assign a value of 0 in the unit price field.

In all scenarios mentioned above you still need to assign account information to your Requisition - the order just won't save without it.

There's a lot we can do with this system! Who said PeopleSoft Purchasing was boring? :)