Banner Requisition Training (FSAREQN)

Transcription

1 Banner Requisition Training (FSAREQN) C:\Users\mhavnen\Downloads\warehousereq.docx Page 1 of 21

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 ops C:\Users\mhavnen\Downloads\warehousereq.docx Page 2 of 21

3 Key in Key in FSAREQN then press Enter on the keyboard C:\Users\mhavnen\Downloads\warehousereq.docx Page 3 of 21

4 Key in NEXT here You are now in the Stores Requisition form. At this point, you may do 1 of 2 things: 1. Key in the word NEXT (automatic requisition number assignment) 2. Enter a document number (only do this if you already have a requisition number) For today s class, enter the word NEXT. C:\Users\mhavnen\Downloads\warehousereq.docx Page 4 of 21

5 Next Block After you key in the word NEXT click on Next Block to navigate to the next section. C:\Users\mhavnen\Downloads\warehousereq.docx Page 5 of 21

6 Note You are now in the Requestor section Note: the Transaction Date is automatically populated C:\Users\mhavnen\Downloads\warehousereq.docx Page 6 of 21

7 Next Block Last reviewed: 04/01/09 Tab to enter the Delivery Date (use calendar drop down to select delivery date) Tab to enter Requestor name Tab to enter Phone number Tab to enter Ship To (use the ship to drop down to Search) After entering the Requestor information, click Next Block to navigate to the Commodity Data section C:\Users\mhavnen\Downloads\warehousereq.docx Page 7 of 21

8 Note Last reviewed: 04/01/09 You are now in the Commodity Data section This section allows you to enter the items you are ordering Note: The automatically assigned requisition number appears at this time, you are encouraged to make note of the requisition number! C:\Users\mhavnen\Downloads\warehousereq.docx Page 8 of 21

9 Click here Enter the commodity code for the item(s) you are ordering: Click the drop down arrow to begin search C:\Users\mhavnen\Downloads\warehousereq.docx Page 9 of 21

10 You can scroll down until you locate the commodity you are ordering (can be timely) or you can query (quicker) Note: Only use 7-digit commodity codes for Stores requisitions C:\Users\mhavnen\Downloads\warehousereq.docx Page 10 of 21

11 Click here to enter query Last reviewed: 04/01/09 Click Enter Query to enter the query mode C:\Users\mhavnen\Downloads\warehousereq.docx Page 11 of 21

12 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 Paper, key in: %Paper% In this example, the search will locate every commodity with the word Paper C:\Users\mhavnen\Downloads\warehousereq.docx Page 12 of 21

13 Click here to execute query Last reviewed: 04/01/09 Click to Execute Query C:\Users\mhavnen\Downloads\warehousereq.docx Page 13 of 21

14 Double click here Double click the Commodity Code or Description for the item you are ordering C:\Users\mhavnen\Downloads\warehousereq.docx Page 14 of 21

15 Note the Unit of Measure (U/M) is already populated C:\Users\mhavnen\Downloads\warehousereq.docx Page 15 of 21

16 Tab to enter the Quantity C:\Users\mhavnen\Downloads\warehousereq.docx Page 16 of 21

17 Click Next Block Last reviewed: 04/01/09 Tab, the Extended Cost is automatically populated Arrow down if you have more items to order, otherwise, Next Block to navigate to the Accounting Data section C:\Users\mhavnen\Downloads\warehousereq.docx Page 17 of 21

18 You are now in the Accounting Data section This section allows you to enter the accounting information you are using to pay for the items you are ordering C:\Users\mhavnen\Downloads\warehousereq.docx Page 18 of 21

19 Click here Last reviewed: 04/01/09 Tab to enter the Index (if applicable), Fund, Organization, Account, Program, if applicable Activity, Location, Project Click Next Block C:\Users\mhavnen\Downloads\warehousereq.docx Page 19 of 21

20 Click here This is the Balancing/Completion screen Click Complete C:\Users\mhavnen\Downloads\warehousereq.docx Page 20 of 21

21 Note Note: Done.Document completed and forwarded to the Posting process Congratulations! You have completed a Banner Stores Requisition the completed requisition is forwarded to the UCM Warehouse for processing. C:\Users\mhavnen\Downloads\warehousereq.docx Page 21 of 21