Hospitals are facing increased pressure to operate more efficiently and reduce cost by streamlining their processes for non-purchase order transactions made outside of the Purchasing system. Oracle’s PeopleSoft ERP Payment Request feature supports this effort by creating a self-service option for filing non-purchase order invoices that is scalable and more efficient. Using the Payment Request feature, professionals outside Accounts Payable departments with a simple understanding of PeopleSoft, can now initiate and submit their non-purchase order expenses without Accounts Payable assistance, reducing the workload for overburdened Accounts Payable departments.The Payment Request Center provides a summary of your payment request transactions. The Request Summary area lists the number of requests by status. The Recent Messages area shows any messages with possible questions or comments sent by Accounts Payable or an approver, such as a supervisor or manager. And the requests area lists detailed information specific to each request. To create a new request, click the Create button. The Payment Request page appears. Enter the required data in the fields to complete your request. The Summary Information page details a payment request for New AICPA Enrollment and membership fees, including the business unit to be charged and the amount. Add the invoice or supporting documentation using the Attachments link. If there are specific handling instructions you want Accounts Payable to be aware of, add them in the comments box. On the Supplier Information page, click the search button to select the supplier from a simple drop down menu in the system. The system automatically populates the supplier information.On the Invoice Details page, use the Add Lines link to charge specific business units, accounts, and departments for the expense. For example, if you’ve purchased more than one item, you can submit multiple items detailed on the invoice and also charge specific units and departments for those expenses. Once you’ve completed entering your items, use the Review page to ensure that all of the payment request details are accurate. If the line items are correct, submit the expense for approval to the appropriate person or department based on the workflow set up by your hospital. Simplify the payment request process and ease the workload of your Accounts Payable department with the PeopleSoft Payment Request Center, making non-purchase order payment requests easy to initiate and submit. For any queries, contact us.
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