1. Leveraging Payment Request - Empowering End Users
Satadru Roy
07/19/2018

2. Payment Request Introduced in PeopleSoft release 9.2 Image 6
Provides self service ability for end users to request for payment for non Purchase Order invoices
End users for departments other than Accounts Payable can initiate and submit their requests without any help from the AP processors
Provides ability to upload documents supporting the payment request
Leverages PeopleSoft ‘Train Stop’ feature to provide the end user a complete view of the process and allows them to see where they are within the process at any point in time
Payment Requests can be approved using mobile devices
Provides ability to users to copy an existing Payment Request without starting from scratch
Ability to create and approve Payment Requests using Fluid interface

3. Payment Request Center components
Payment Request Center comprises of:
Payment Request Summary - displaying all the non-purchase order invoices submitted by status
Recent Messages - showing any message sent by the Account Payable team or by an Approver
Requests – displaying detail information for each payment request

4. Payment Request creation steps
Payment Request creation comprises of:
Summary Page - enables the user to enter basic information for the request including upload of supporting documents
Supplier Information – provides for selection of the designated supplier if already available or one can request for new supplier creation
Invoice Detail – allows the user to charge specific Business Units and ChartFields including option to charge multiple
Review & Submit – provides final opportunity for the user to make any changes and submit for approval

5. Payment Request Template

6. Approval Workflow Engine

7. Case Study Demonstration

8. Please complete a session evaluation
Session ID:
Contact Info:
Tel: