NEW eProcurement Budget Report
You can run a report in PeopleSoft Financials that gives you the following up to date information about all the ePro requisitions submitted for your cost center (school or any district department):
- Short description of items ordered
- Quantities ordered
- Dollar amounts spent (pre-tax)
- Current status of requisitions
- Budget-Checking status
- Requester IDs (who placed the order)
- Chartfield strings used (which budgets were used to pay for items)
Once you run the report you can download the results into an Excel spreadsheet which allows you to edit, filter, and otherwise manipulate the information in the report.
To view the illustrated, step-by-step Job Aid for how to run this report, please click the Read and Learn link on this page. Then click the Job Aids link. Then scroll down to the ePro section and look for the link entitled How to Run the eProcurement Report. Click that link to view the Job Aid.