Body
Question
How do I create a list of all requisition purchases for a specific ePro Requester or DeptID?
Answer
In the PeopleSoft Financials Production instance, there are several public queries available to generate requisition/PO reports.
You must be a valid eProcurement Requester or Approver in PeopleSoft to run these queries.
Navigation Path: Reporting Tools > Query > Query Viewer
- Enter Query Name (listed below).
- AA_REQS_FOR_DEPTID
(includes only requisition information for specific DeptID)
- AA_REQS_POS_FOR_DEPTID
(includes reqs that were issued a PO for specific DeptID)
- AA_REQS_POS_FOR_REQUESTOR
(includes reqs that were issued a PO for specific RequesterID)
- Click Search.
- For the desired report use one of the following options to run the report:
To Generate a Report Directly in Excel
- Click the Excel hyperlink for that report under the "Run to Excel" column
- A new window/tab opens with prompts for the report.
- Enter the criteria based on the query selected (Business Unit, DeptID, Requester ID, Dates)
- Click View Results.
- Once the query runs, use the browser's download option to launch the report in Excel.
To View the Report In Browser
- Click the HTML hyperlink for that report under the "Run to HTML" column
- A new window/tab opens with prompts for the report.
- Enter the criteria based on the query selected (Business Unit, DeptID, Requester ID, Dates)
- Click View Results.
- The query results will display in the browser's window.
- Optional: The report results may be still be downloaded to Excel by choosing "Excel SpreadSheet" next to Download results in.
Note:
The Requester field requires the user's PeopleSoft ID (i.e. SSO or Pawprint) to be entered in All Caps.
For Additional Assistance
Finance Training & Support Services