{"id":833,"date":"2016-01-23T21:05:46","date_gmt":"2016-01-24T05:05:46","guid":{"rendered":"https:\/\/www.palomar.edu\/fiscalservices\/?page_id=833"},"modified":"2025-07-22T09:45:03","modified_gmt":"2025-07-22T16:45:03","slug":"peoplesoft-functional-support","status":"publish","type":"page","link":"https:\/\/www.palomar.edu\/fiscalservices\/home\/peoplesoft-functional-support\/","title":{"rendered":"PeopleSoft Financials"},"content":{"rendered":"\n<p><strong>Instruction Manuals<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/idmpg.palomar.edu\/_layouts\/PG\/login.aspx?ReturnUrl=%2Fsso%2Fdefault.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Log into Single Sign-On (SSO)<\/a>&nbsp; to access PeopleSoft Financials<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2014\/03\/FAQ.Peoplesoft-Financial_492014.pdf\">PeopleSoft FAQ<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Payment Request Instructions<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2021\/04\/Creating-a-Payment-Request.pdf\">Creating a Payment Request<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Budget (Commitment Control)<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2016\/01\/How-to-use-Budgets-Overview.pdf\">How to use Budgets Overview<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2022\/04\/BudgetDetailInstructions.pdf\" target=\"_blank\" rel=\"noopener\">How to use Budget Details<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2021\/04\/Budget-Transfer.docx\">Creating a Budget Transfer<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Purchasing<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2014\/03\/PS-Finance-9-req-training-2.pdf\">PS Financial Requisition Training<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2022\/11\/Approvers-Guide.pdf\" data-type=\"URL\" data-id=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2022\/11\/Approvers-Guide.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Approver&#8217;s Guide<\/a> &#8211; How to review, approve or deny pending items.<\/li>\n<\/ul>\n\n\n\n<p><strong>Reporting<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2020\/09\/How-to-request-Available-Budget-Report2.pdf\"><span style=\"color: #ff0000\">Available Budget Report Instructions<\/span><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2020\/11\/nVision-Report-Instructions.pdf\"><span style=\"color: #ff0000\">nVision Report Instructions<\/span><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2014\/03\/PeopleSoft-Report-Manual_012610.xls\">nVision Report Layouts<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Quick Tips<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2022\/09\/Document-Status.pdf\">Document Status<\/a> &#8211; Review Requisition, P.O. or Voucher information for any given item.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2022\/09\/Print-Reqs-POs.pdf\">Print Requisitions &amp; POs<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.palomar.edu\/fiscalservices\/wp-content\/uploads\/sites\/275\/2024\/01\/Palomar-Procurement-Overview.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Procurement Overview<\/a> &#8211; A high level overview of the procurement process.<\/li>\n<\/ul>\n\n\n\n<p><strong>Training<\/strong><\/p>\n\n\n\n<p>Send an email message to <a href=\"mailto:salmaraz@palomar.edu\">Sergio Almaraz<\/a> if you have questions or comments about PeopleSoft Financials or to request training.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Instruction Manuals Log into Single Sign-On (SSO)&nbsp; to access PeopleSoft Financials Payment Request Instructions Budget (Commitment Control) Purchasing Reporting Quick Tips Training Send an email message to Sergio Almaraz if you have questions or comments about PeopleSoft Financials or to request training.<\/p>\n","protected":false},"author":525,"featured_media":0,"parent":11,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"jetpack_post_was_ever_published":false,"footnotes":""},"class_list":["post-833","page","type-page","status-publish","hentry"],"acf":[],"jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/P4qBPD-dr","_links":{"self":[{"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/pages\/833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/users\/525"}],"replies":[{"embeddable":true,"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/comments?post=833"}],"version-history":[{"count":15,"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/pages\/833\/revisions"}],"predecessor-version":[{"id":5222,"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/pages\/833\/revisions\/5222"}],"up":[{"embeddable":true,"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/pages\/11"}],"wp:attachment":[{"href":"https:\/\/www.palomar.edu\/fiscalservices\/wp-json\/wp\/v2\/media?parent=833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}