PeopleSoft - ePro Receiving an Asset

Purpose:

This guide explains how to receive assets in PeopleSoft eProcurement.

Procedure:

  1. From the Main Menu, navigate to eProcurement>Manage Requisitions.
  2. Enter the Requisition ID or PO ID. Click the Search button. You may need to remove the dates from the date fields.
    PeopleSoft Financials screen shot displaying the Manage Requisitions form containing sample data
  3. In the Requisitions section, select Receive under the dropdown menu that corresponds with the requisition you would like to receive. Click the Go button.
    PeopleSoft Financials screen shot displaying a sample requisition information. On the right side is a drop down box with 5 options. The middle one, Received, is highlighted.
  4. Click Add.
    PeopleSoft Financials screen shot displaying 2 tabs, one labeled Find an Existing Value and the other labeled Add a New Value
  5. Select the requisition line(s) that need to be received. If you are receiving all items, click the Select All button.
  6. Click the Ok button.
    PeopleSoft Financials screen shot displaying Search Criteria form with sample data in a search area. The sample data's requisition information is shown below in a section titled Retrieved Rows. The SEL check box is checked and highlighted. The OK button below this information is also highlighted.
  7. Click on Pending link under Asset Status column.
    PeopleSoft Financials screen shot displaying the Managed Receipts form with the Pending status highlighted
  8. If you have multiple distribution lines (a split), you will need to click View All and to see all lines.
  9. Click on arrow under Asset Details section.
    PeopleSoft Financials screen shot displaying Asset Management Information for Line 1. Highlighted are View All and an icon for more data.
  10. Enter Serial ID in the Serial ID box. If you have multiple distribution lines, you will need to do this for each line.
    PeopleSoft Financials screen shot displaying sample data for CASE1 business unit. Highlighted is the information the Serial ID box.
  11. Enter Employee ID in the EmplID box. You can use the lookup icon to search by employee name. This should be the person responsible for the Asset.
    PeopleSoft Financials screen shot displaying the EmplID field, which is highlighted.

Notes:

  • Make sure to click view all to see all distribution lines if necessary (see step 8).
  • If you have not clicked the arrow on the distribution lines for step 9, you may need to click the more details tab to see the EMPLID field.
  • If you get the following message, you have not filled in the Serial ID field or the EmplID field.
    PeopleSoft Financials screen shot displaying an error message which states: The highlight field is required. You must enter a value for it before proceeding. (15,54) The specified field is required but does not have a value. This message is followed by a button labeled OK.