PeopleSoft Financials Support

PeopleSoft Financials "How-To", Business Processes, and Forms

HOT TOPIC - Upgrade November 2025

Financials Upgrade Delta Overall Look and Feel Changes

About My Financials and LSU Health Financials

Personalize Using Tiles or Favorites

The Search Feature

Your Worklist and the Approvals Tile

LSU Health Reporting Home

formsDownload to Excel, Find, Personalize PUM51Delta

The Approvals Tile

ePro Delta Classic to Fluid

eProcurement Guide

Payment Request Enhancements

Voucher Approval Enhancements

Personalize My Financials Home

Business Manager Tile and Navigations

Material Stock Requests and Par Carts - LAKMC

"New" - Accounts Payable Documentation

"NEW" - eForms - Accounting Services

eForms Home - Delta

Clincard Request

Internal Transactions Form - LSUNO

Update & Approve Internal Transaction - LSUNO

Internal Transaction Form - LSUSH

AP Special Meals and Entertainment Request - LSUNO

"New" - Core Team Fluid Home Documents

"How-To"

How to Manage Encumbrances - LSUSH

How to resolve Requisition error "Account and fund chartfield combination is not allowed"

How to print a Purchase Order

Requisition and PO Budget Check Exceptions Guide

 

Business Processes

Purchasing/Accounts Payable Life Cycle:  A flowchart which provides an overview of the daily processes that are required to move a requisition and purchase order through Accounts Payable in PeopleSoft Financials, starting from creation of the requisition in PeopleSoft by the department, to dispatch and posting of the PO by Purchasing, to the vouchering and payment of the invoice by Accounts Payable.