Banner Requisition Training (FPAREQN)

Transcription

1 Banner Requisition Training (FPAREQN) 1

2 Once logged on to Banner, this is the first screen you will see the Go To Screen. The Go To screen is used to navigate to the many forms in Banner. For today s class, you will learn about two Requisition forms: FPAREQN (used for off campus requests) and FSAREQN (used for on campus requests). FSAREQN is known as a warehouse or stores requisition. We will also cover a few other forms you will find useful in your day to day operations. 2

3 Key in Key in FPAREQN then press Enter on the keyboard 3

4 You are now in the Requisition Form. At this point, you may do 1 of 3 things: 1. Key in the word NEXT (automatic requisition number assignment) 2. Leave BLANK (automatic requisition number assignment) 3. Enter a document number (only do this if you already have a requisition number) For today s class, enter the word NEXT. 4

5 Next Block After you key in the word NEXT (leaving BLANK does the same thing Banner automatically assigns the next available document number in the system) click on Next Block to navigate to the next screen. 5

6 At least 2 weeks verify Enter deliver to name This is the Requestor and Delivery Information screen: As you see, information is already populated on this screen, as will be true in your own individual area of operation. Of course, you will need to add or change some information. Most important are the Delivery Date, Ship To, and Attention To 6

7 Next Block After you are done entering your information, click Next Block 7

8 This is the Vendor Information screen: Vendor Information is preloaded in the system (if you have a new Vendor, the Vendor info will have to be loaded before you can process a requisition to that Vendor) Forward new Vendor Information (vendor name, address, phone and fax numbers) to: Diana dsummers@ucmo.edu 8

9 Click here to begin search Click the drop down arrow 9

10 Click here to search Click Entity Name/ID Search (FTIIDEN) 10

11 Tab to Last Name section Tab to Last Name section then enter the %Vendor Name% you are searching for: When conducting a search in Banner, you must begin and end the search with a percent sign. Also, the first (1 st ) letter in each word is uppercase. This is true for all Banner searches,and both, are very important to remember!! For example, to locate Dell Marketing LP, key in: %Dell% In this example, the search will locate every vendor with the word Dell 11

12 Click here: Query Then click here: Execute After you key in the %Vendor Name% you are searching for, click on Query, then Execute 12

13 Double click here Double click on the 700# or the Vendor Name 13

14 Next Block Note the vendor information is now populated; click Next Block to proceed to next screen 14

15 Note the requisition # This is the Commodity and Accounting screen: This screen allows you to enter the items you are ordering and the accounting information you are obligating Note: The automatically assigned requisition number appears on this screen, you are encouraged to make note of the requisition number! 15

16 Click here to begin Enter the commodity code for the item(s) you are ordering: Click the drop down arrow to begin search 16

17 Click here Click on Commodity Validation (FTVCOMM) 17

18 You can scroll down until you locate a commodity similar to that you are ordering (can be timely) or you can query (quicker) Note: 7 digit commodity codes are off limits for this type of requisition! 18

19 Click here to enter query Click Enter Query to enter the query mode 19

20 Tab to Description section Tab to Description section then enter the %Description% you are searching for: When conducting a search in Banner, you must begin and end the search with a percent sign. Also, the first (1 st ) letter in each word is uppercase. This is true for all Banner searches, and both, are very important to remember!! For example, to locate a Desktop computer from Dell, key in: %Desktop% In this example, the search will locate every commodity with the word Desktop 20

21 Click here to execute query 21

22 Double click here Double click the Commodity Code or Description that is similar to the item you are ordering 22

23 Commodity screen populates with selected commodity 23

24 Tab to the Description field change the description to exactly what you are ordering (use the item text if you need more space) See page 25 for entering item text Tab then enter the Unit of Measure, Quantity, and Unit Price. Continue to Tab until you return to the first block under Commodity. Arrow down if have more commodities to enter..repeat from page 16 24

25 Click here Click here If required, enter Item Text Item Text is information that pertains to the Description line Click Options, then Click Item Text 25

26 Click here Click Next Block 26

27 Enter text Enter required text If necessary, arrow down to the next line to continue entering text 27

28 Click here Click here When done entering Text, click X to Exit then click Yes to save changes you made 28

29 Click here Click OK to complete transaction and return to previous form 29

30 Note Note: Item Text is checked 30

31 Click here Click here If required, enter Document Text Document Text is information the pertains to the entire document or requisition Click Options, then Click Document Text 31

32 Click here Click Next Block 32

33 Enter text Enter required text If necessary, arrow down to the next line to continue entering text 33

34 Click here Click here When done entering Text, click X to Exit then click Yes to save the changes you made 34

35 Click here Click OK to complete transaction and return to previous form 35

36 Click here Note Note: Document Text is checked Click Next Block to move to the FOAPAL area 36

37 Note As you see, information is already populated in the FOAPAL area Tab to enter or change accounting info, continue to Tab until cursor returns to first box or block on FOAPAL line Note: Account #s beginning with 74 is only used for an item that is $5K or more. An item that is $5K or more is considered a UCM fixed asset, requires an inventory tag. 37

38 Zero out Arrow down here Once cursor is back to the first box or block on the FOAPAL line, arrow down to zero out the Remaining Commodity Amount (this action is required to balance the accounting total) 38

39 Arrow up here Arrow up to complete the zero out process 39

40 Next Block Note Note: the Remaining Commodity Amount is now zero Click Next Block 40

41 This is the Balancing/Completion screen 41

42 Must be Balanced to process Click here here for any errors Requisition Status must indicate Balanced to process (if not balanced, check for any errors at the bottom of the screen) Correct any errors Click Complete 42

43 Note Note: Done.Document completed and forwarded to the Posting process Congratulations! You have completed a Banner requisition the completed requisition is forwarded to the Procurement Department for processing. 43