Post on 08-Apr-2020
transcript
FSCM Self Service Manual
Prepared by:
Abdul Haleem (Technical Team Lead FSCM) ICT Department, Sukkur IBA
Sukkur Institute of Business Administration
ICT Department Sukkur IBA
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1. PeopleSoft Financials & Supply Chain Management –
Self Service The Self Service for end users covers two processes in PeopleSoft FSCM which are
listed below;
Inventory Requisition or Material Stock Requisition (MSR)
Purchase Requisition
5.1 Inventory Requisition or Material Stock Requisition (MSR) Material stock requisition or Inventory requisition is created for the items available in
the stock or procurement store.
5.2 Creating Material Stock Request (MSR) or Inventory Request:
Step: I
Go to the URL erppws.siba.edu.pk or
http://psfscm.siba.edu.pk/psp/ps/?cmd=login as shown in the snapshot
below;
Figure 1
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Step: II
Click on the link as highlighted in the snapshot;
Figure 2
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Step: III
Login with your Login ID (CMS ID) and Password;
Figure 3
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Step: IV
To create the MSR or Inventory request follow the below given path,
Main MenuInventoryFulfill Stock OrdersStock Requests
Create/Update Stock Requests
The same is shown in the snapshot as well;
Figure 4
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Step: V
To open the MSR or Inventory Requisition form, click on ‘Add a New
Value’ button and then ‘Add’ button as highlighted in the snapshot below;
Figure 5
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Step: VI
Filling the MSR form,
1. Enter your name in the ‘Name’ field.
2. Select your department by clicking on magnifier besides ‘Location’
field.
3. Select the Item you want to create the requisition for, by clicking on
the magnifier besides ‘Item ID’ field.
4. Enter quantity in the ‘Quantity required’ field.
5. Select Unit of measure by clicking the look up icon (magnifier)
besides UOM field.
6. If you want to create requisition for more than one item, then click
on the ‘+’ (plus) icon as shown in the snapshot.
7. Click ‘Save’ button to submit Inventory Requisition.
Figure 6
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Step: VII
To notify the Storekeeper or Procurement Manager via email for request
processing click on the ‘Notify’ button in Inventory Requisition form as
shown in the following screenshot.
Figure 7
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Step: VIII
Enter all required fields to notify through email and click on ‘Apply’ and
‘OK’ button as shown below;
The process of MSR or Inventory requisition creation ends here.
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5.3 Purchase Requisition
Purchase requisition is initiated for the items that are not available in the
procurement store, and are supposed to be purchased from any outside
entity upon user’s request.
Creating Purchase Requisition
Step: I
To create Purchase Requisition, follow the below given path, Main
Menu Purchasing Requisitions Add/Update Requisitions
The same is shown in the snapshot as well;
Figure 8
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Step: II
To open the Purchase Requisition form, Click on the ‘Add a New Value’
tab then ‘Add’ button;
Figure 9
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Step III:
Filling the Purchase Requisition Form as shown in Figure 10.
1. At the bottom of the page click the magnifier of ‘Item’ field at
Details tab to select the item. a. To select your desired item among many displayed, apply the search
criteria as can be seen in the Figure 11.
2. Enter quantity in ‘Quantity’ field.
3. Click on the link ‘Add Comments’ a. After entering comments in text box, turn on the check box of ‘Approval
justification’. As shown in Figure 12. In order, to make the comments
visible to Supervisor and Director of the institute.
4. And then Click the ‘Save’ button.
Figure 10
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Figure 11
After saving the form, an email notification will be sent to the immediate supervisor
for the approval and then the same hierarchy will be followed as given in the process
flow of Purchase Requisition Error! Reference source not found..
Figure 12
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2. Managers’(Approvers) Self Service Apart from performing transactions related to inventory and purchase
requisitions, managers are able to perform approvals of different
requisitions and purchase orders raised from their subordinates, end users or
functional users. Managers include Sectional heads, HODs, Comity
members and Director of the institute.
6.2 Approval for Purchase Requisition
Step I:
Manager after Logging into the FSCM, clicks on the link named Worklist
as shown in the snapshot;
Figure 13
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Step II:
After clicking on the Worklist, system will take us to the screen where all
the requisitions are listed to get approval or denial. Find and click on the
required requisition’s link as shown in the snapshot to open the details of
that particular requisition.
Figure 14
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Step III:
After reviewing the details the manager (approver) may deny or approve the
requisition as highlighted in the snapshot.
Figure 15
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6.3 Approval of Purchase Order As all the requisitions raised by the end user, appear in the worklist of the managers’
or approvers account, likewise the purchase order against any item created by the
procurement department also appears in the worklist of comity members and director’s
account to get approval or denial.
After finding and clicking on the required purchase order in the worklist, the interface
leads to the following screen; here the user can also view the comparative report by
clicking on the button named ‘comparative’ before approving or holding it. Then to
approve the purchase order click on the ‘Approve’ button as highlighted below.
Figure 16
The End