The University uses three main systems to manage procurement transactions.
is the financial reporting system for the University. Find information for this under Accounting and Reconciliation
the eRequest system is used to submit for purchase and payment of goods and services on behalf of the University regardless of funding source
primarily used by Service Center employees, PeopleSoft is the University's financial system. eRequest and eTravel flow into PeopleSoft. PeopleSoft is also used for final transaction approvals, like Purchase Order invoice approvals. Many departments use PeopleSoft to look up current vendor ids.
Other Financials Software
the eTravel system is used to get preapproval for University travel, to document prepaid expenses and to submit for reimbursement post-trip for expenses personally incurred
is the financial reporting system for the Office of Sponsored Programs.
|Financials Software Tools||Format||Description|
|Financials Access Request Form||webform||use to request access to most University systems|
|PI Portal Access
Office of Research HelpDesk Email
|Email Link||There are various types of access for the Portal.
Most people will need just specific PI level or Project level access. The PI can grant access for you in the PI portal or they can email the Office of Research helpdesk with your name, your OSU Username (name.#) and the project numbers you should access. For ORG access and email from the Unit Director to the Office of Research heldesk with your name, the OSU Username (name.#) and the Org number(s) for the department(s).
|YouTube video||audio-visual presentation on downloading PI Portal Monthly Statements|