Inquiry pages are formatted pages that allow users to search for, select, and view financial information online in Finance. Inquiry pages are generally best-suited to specific document lookup rather than collection, accumulation, and analysis of data. They serve several purposes well:
Most inquiry pages are PeopleSoft-delivered. They are scattered through the navigation menu under the relevant functional area, typically under a subfolder called "Review".
|Requisition Inquiry||Purchasing-Requisitions-Review Requisition Information-Requisitions|
|PO Inquiry||Purchasing-Purchase Orders-Review PO Information-Purchase Orders|
|Shipment Inquiry||Purchasing-Shipments-Review Shipment Information-Receipts|
|Voucher Inquiry||Accounts Payable-Review-Vouchers-Voucher Inquiry|
|Payment Inquiry||Accounts Payable-Review-Payments-Payment Inquiry|
|Vendor Lookup||Accounts Payable-Review-Vendor-CSU Vendor Lookup|
To make them easier to find, you may wish to add selected inquiry pages to your Favorites folder within the PeopleSoft navigation menu.
Each inquiry page has its own unique search page layout, providing a specific set of fields upon which you may search to locate documents to view. For instance, you may specify Department when searching for requisitions to view, but not when searching for purchase orders.
Many inquiries allow you to save your search parameters under a unique inquiry name, so you can retrieve and re-use them later to search for documents.
Each inquiry page has its own unique presentation format for displaying information on a selected document.
The pages are intended chiefly for online viewing, but there are also two ways to generate additional output formats:
Inquiry pages are generally rich in links to related pieces of information. One common link is to Document Status. The Document Status page is available for all purchasing document inquiries (Requisitions thru Payments, in the above table). It provides a list of all associated documents in the purchasing pathway, with links to the inquiry pages for each document. Thus, the Document Status page provides several useful functions:
Document Status pages can be navigated to independently of the document inquiry pages; they reside in the same Review menu subfolders as the inquiry pages themselves.Skip to Navigation