Logon PeopleSoft Financials

Accessing the System:

The URL is www.udel.edu/Financials. You will see "https://boletus.nss.udel.edu:4450/psp/firpt/" on your browser; this is automatically linked from www.udel.edu/Financials. You can use either URL that you prefer). You are strongly urged to use Internet Explorer as your browser for this system, as many of its features are incompatible with Netscape 4.x browsers.

Your USER ID is your Unix logon.
You should reset your Unix password, which will then become your PeopleSoft password.

You can reset your Unix password even if you do not know your current Unix password by following these directions. You should:

Go to http://www.udel.edu/network.
Enter your SSN and PIN and click LOGIN.
Select "Change Your Password."
Enter your DESIRED NEW Unix password in both input boxes. Consider the "Suggestions" for a good password described on that page to be "Requirements" for a valid one.

Within a few minutes, your PeopleSoft Financials password will be reset to your new Unix password, and you can log on at the URL above.

Access Problems:

If you cannot logon, or if you cannot see data for the Purposes you believe you should, contact Russ Merendino ( russm@udel.edu; 831-6970).

Forms:

NONE of UD's forms require the originator to have access to the PeopleSoft Financial system. Access to that system is replacing the MVS GA-Query screens and the Financial Data Warehouse. If you didn't use those old systems, you would not forseeably need the new one, but see your departmental account administrator if you think there's a new need or interest in doing so.

The most comprehensive directory of University forms is at: www.udel.edu/main/forms.html.

The Financial ones (and some others on that page) are only available to UD employees, and as such they require that an originator log on with his/her SSN and Employee-PIN number. If you have ever filed, for instance, a "Request for Leave" (at least in the past year or so) you have logged on with that SSN/PIN combination at: https://www.mis4.udel.edu/webforms/login and that's also where you'd go for the several new forms:

FIN Budget Revision
FIN Journal Voucher
FIN Request for Payment to Individual
FIN Requisition/Vendor Payment Request If you've never gotten in there, and cannot now, see your HR Liaison about getting such an Employee-PIN number.

Notes on Procurement Forms:

Requests for Check will now be electronic and in a new format, and paper forms will NOT be accepted.
Purchase Requisitions (previously an EZ-Form) and Requests for Check to vendors, will now be the web form "FIN Requisition/Vendor Payment Request". Starting July 1, use this new form to replace all requisitions and Request for Checks to vendors.
There will be a second web form "FIN Request for Payment to Individual" used for making payments to individuals. This form includes information about the citizenship of the individual that is needed to process these payments.
There are Powerpoint versions of training notes at: www.udel.edu/procurement/forms/training/
Questions should be directed to Procurement Services at 831-2161 or procurement@udel.edu

GA-Query Availability:

This will continue to be available at least through 10/31/03.

Data Warehouse Availability:

The data warehouse will continue to be available and updated through 6/30/04.