The Financials System is used for creating and inquiring on financial journals, payment requests and requisitions. Manuals and instructional guides are located at case.edu/projects/erp/learning/finguides.html
The steps you take to obtain access to the system will depend on what modules to which you request access.
Accounts Payable, eProcurement and General Ledger
| 1. | An individual from your department who already has access to the system must fill out a Security Form on your behalf. A series of electronic approvals will begin. |
| Security Form Instructions | |
| 2. | Take the appropriate training based on the access requested. |
| eProcurement: Purchasing at CWRU from A to Z | |
| Accounts Payable: Purchasing at CWRU from A to Z | |
| General Ledger: Financials Journals | |
| 3. | You will receive an email notification that you access has been granted once you have completed steps 1 and 2 and been approved by the required individuals. |
Financials Reporting System
An individual from your department who already has access to the system must fill out the Reporting Access tab on the Security Form.
SmartCART
SmartCART is accessible if you have access to eProcurement in Peoplesoft Financials. Review the manual for more information. Window Shoppers are individuals who do not have access to PeopleSoft Financials but can still shop and create carts in SmartCART. A user with access to PeopleSoft Financials then approves the orders.
| 1. | Fill out the Window Shopper access form. |
| 2. | Take the online training. |
| Go to connect.case.edu. Log in with your CWRU Network ID and password. | |
| Click on the Training Catalog. | |
| Select Window Shopper Training. Click the Enroll button. | |
| 3. | Complete the training at your own pace. |
| 4. | Pass the test with a score of 80% or higher. |
| 5. | You will receive an email from the Procurement Office when you have approved for access. |
You may update your security by logging in to PeopleSoft Financials, opening the Security Form found therein, and clicking the Update button after entering your CWRU Network ID.
If you have any questions about your security access please contact erpsecurity@case.edu.
