PeopleSoft Training PeopleSoft Nomenclature Account: description of item Department: cost center (funding source) Fund: type of funds, State, student fees, auxiliary Program: intended use of funds Project: sponsored program or grant

1
PeopleSoft Training PeopleSoft
NomenclatureAccount description of
item Department cost center (funding
source) Fund type of funds, State, student
fees, auxiliary Program intended use of
fundsProject sponsored program or grant
2
Procurement Process
P-Card or Requisition
If under 5,000 and not restricted, place order
with P-Card
Requirement

If over 5,000 or restricted create PeopleSoft
Requisition
To Procurement for Processing
Amount Approval by Department
Budget Check
3
Procurement

Select Appropriate Procurement Process RFQ,
RFP, Sole Source State Use etc...

• Review Req.
• Approvals
• Who, what,
• where, when,
• why, how

Issue Solicitation
Tabulate Responses
Review Result with Department
Award and Issue Purchase Order
4
Procurement to Payment

Requisition
Solicitation RFQ, RFP, IFB etc...
Purchase Order or Contract
Pre-Encumbrance
Encumbrance
Vendor Ships, Sends Invoice
Receiving
Voucher from A/P to Annapolis
Expense
Payment from Annapolis to Vendor