PeopleSoft Financials
The Financials System is used for creating and inquiring on financial journals, payment requests and requisitions.
New Financials Module
On February 21st, a new module called Asset Management was implemented into the current eProcurement and Receiving portions of Peoplesoft Financials. There are a few changes to the process of receiving asset items that are over $5,000 and new suggested best practices for creating a requisition. More details available on the Asset Project website.
New Online Security Form
February 7th the new security form is available online through PeopleSoft Financials. A general information session was held Monday January 31st from 2:30-3:30pm in Strosacker Auditorium. Training sessions will now be set up on an as neede basis. Please review the documents provided, scroll to the bottom of the page where the link to the form is, if assistance is still needed please contact erpsecurity@case.edu or erptraining@case.edu
How do I gain access?
For the Financials System, you will need to complete two steps.
1. Fill out the online security form and receive the appropriate electronic approvals. Instructions for filling out the online form. NOTE: The requestor must already have access to log into Peoplesoft Financials to complete the online form.
2. Complete the training class as required for eProcurement, Accounts Payble or General Ledger. Class schedules and registration located at http://www.case.edu/training/caps/registration.html
If you have any questions about your security access please contact erpsecurity@case.edu.
Please note: If you already have access to Financials, you may update your security by clicking the "Update" button on the online security form.
Who should I contact if I have questions about the information within the Financials System?
Questions about eProcurement Information, including requisitions, can be directed to the Purchasing Department at 368-2560 or customercareteam-pds@case.edu. Questions about SmartCART can be directed to smartcart@case.edu or 368-2560.
Questions about Accounts Payable Information, including payment requests, can be directed the Accounts Payable Department at 368-2560 or erpap@case.edu.
Questions about General Ledger Information, including creating a financial journal, can be directed to General Accounting at 368-4274 or erpgl@case.edu.
As always, you may contact the HelpDesk to assist you with any PeopleSoft questions at
368-HELP (368-4357).