Financial Services

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How Do I...
CFS Guide 1: Setup - Log into Peoplesoft (PDF)Instructions for logging into CFSProcurement & Contract Services
CFS Guide 2: Navigating CFS Fluid User Interface (PDF)Overview of CFS navigation and instructions for personalizing homepages and using tilesFinancial Services
CFS Guide 3: Setup - Personalize my Entry Fields (PDF)Instructions for personalizing data entry in CFS-generally done one time onlyProcurement & Contract Services
CFS Guide 4: Setup - Personalize my Print Fields (PDF)Instructions for personalizing requisition printing-generally done one time onlyProcurement & Contract Services
CFS Guide 5: Requisition - Entry Guide (PDF)Instructions for entering a requisitionProcurement & Contract Services
CFS Guide 6: Requisition - Copy an Existing Requisition (PDF)Instructions for copying an existing requisitionProcurement & Contract Services
CFS Guide 7: Requisition - Multiple Chartfields (PDF)Instructions for entering a requisition using multiple chartfieldsProcurement & Contract Services
CFS Guide 8: Requisition - Printing (PDF)Instructions on how to print a requisitionProcurement & Contract Services
CFS Guide 9: Find an Existing Requisition (PDF)Instructions on finding a requisition once it has been enteredProcurement & Contract Services
CFS Guide 10: View Status (Find my PO#) (PDF)Instructions on finding the PO# once the requisition has been converted to a POProcurement & Contract Services
CFS Guide 11: Purchase Order - View Status (Find my Buyer) (PDF)Instructions on finding which buyer has been assigned to your requisitionProcurement & Contract Services
Choose the Correct Account Code(opens in new window)Used to assist with choosing appropriate expenditure accountsFinancial Accounting & Reporting
Choose the Correct Category Code (XLS)Matrix for helping choose the correct account codeProcurement & Contract Services
Determining Budget vs. Actual Transfer (PDF)General decision tree to assist with determining most appropriate correction methodFinancial Accounting & Reporting
Goods and Services Processing Matrix (PDF)Detailed processing and bidding requirements for procurement requests for goods, services and information technologyProcurement & Contract Services
Payment Document Approval in Adobe Sign (PDF)Instructions for completing digital signature approvals through Adobe SignAccounts Payable
Year-End REQ Entry Instructions (PDF)Instructions for 2022/23 Contract and Service Order RenewalsProcurement & Contact Services