BANNER 9 ENDUSER TRAINING FOR PROCUREMENT Prcurement Staff STOCKTON UNIVERSITY
Creating a Requisitin G t FPAREQN Type NEXT in the Requisitin field and click G Requestr/Delivery Infrmatin Screen: Delivery Date: Select at least a day ut frm the Transactin Date Organizatin: Select the apprpriate rganizatin Attentin T: List Name and Phne Number Once cmpleted, select the Next Sectin buttn r click n the Vendr Infrmatin Tab Vendr Infrmatin Screen: Vendr: Enter the Z# if yu knw it r click the ellipsis and prceed t click Entity Name/ID Search (FTIIDEN) If n the Entity Name/ID Search (FTIIDEN) screen, Add Anther Field (click n Last name), prceed t type the Vendrs Name and click G when cmplete. Mst Vendrs are entered by Last Name Can chse vendr by: 1. Duble click the selected vendr and it will ppulate the Vendr Infrmatin Screen r 2. Click nce t highlight and Click Select.
Once cmpleted, select the Next Sectin buttn r click n the Cmmdity/Accunting Tab Cmmdity/Accunting Screen: Under the Cmmdity screen: Click n the Descriptin field and enter the items descriptin Click n the U/M field r press Tab frm the Descriptin field and enter the Unit f Measure Enter the Quantity Enter the Unit Price T enter additinal lines, click n the dwn arrw n yur keybard ( ) Item Text Click n Item Text, Related, Item Text, G, Enter Inf Used fr additinal infrmatin n Cmmdity Line which will print n the PO. Under the Accunting Sectin: Enter in the Acct infrmatin (Fund, Org, Acct, Prg, Activ, Lc) Enter the Extended Amunt t match the Ttal Price and ensure the accunting balances match in rder t prceed T enter additinal lines, click n the dwn arrw n yur keybard ( ) Once cmpleted, select the Next Sectin buttn r click n the Balancing/Cmpletin Tab Balancing/Cmpletin Screen: Review the infrmatin t ensure that the amunts balance and click Cmplete
Cpying a Requisitin G t FPAREQN Click Cpy and a Cpy FPAREQN will appear Type the Requisitin Number that will be cpied in the Requisitin field and click OK t prceed Prceed t enter applicable infrmatin as referenced abve in the Create a Requisitin field. This includes entering the delivery date, checking t ensure the FOAPAL is crrect, the FY is crrect, etc.
Receiving - (Receive ALL Items) G t Receiving Gds (FPARCVD) Type NEXT in the Receiver Dcument field and click G Receiving Gds Screen: Enter the Receiving Methd Enter the Packing Slip field. If there is n Packing Slip please enter tday s date Enter the Purchase Order Number in the Purchase Order field Select Tls If receiving all, select Receive All and click Save n the bttm right f the page (Receiving Gds PO Items Selectin Screen) Next Sectin Fr full Receiving, (Receiving Gds Screen) click Cmplete Receiving - (Receive Select PO Items) G t Receiving Gds (FPARCVD) Type NEXT in the Receiver Dcument field and click G Receiving Gds Screen: Enter the Receiving Methd Enter the Packing Slip field. If there is n Packing Slip please enter tday s date Enter the Purchase Order Number in the Purchase Order field Select Tls Select Purchase Order Items [FPCRCVP] under Optins Fr partial receiving, select Add Item fr the item being received (make sure check mark appears in bx) and click Save n the bttm right f the page (Receiving Gds PO Items Selectin Screen)
Once Saved, click the X t g back t the Receiving Gds Screen and prceed t click Save n that screen t further prceed. Receiving Gds Screen (Cntinued): Get message t frce clse, click YES Will take yu back t first sectin, click Next Sectin Fr partial receiving, enter the quantity received in the Current field Click Cmplete
Stres Inventry G t Stres Requisitin (FSAREQN) Type NEXT in the Request field and click G Stres Requisitin Screen: Requestr Sectin: Delivery Date: Select at least a day ut frm the Transactin Date Requestr: Enter Name Ship T: Select the apprpriate ship t lcatin Prceed t the Cmmdity Data Sectin by selecting Tls and Cmmdity Infrmatin under Optins. Cmmdity Data Sectin: Cmmdity: Enter the applicable Cmmdity, click the ellipse t search if needed (NOTE: Case sensitive. ie: Exam use capital E in search). Quantity: Enter the quantity required Prceed t the Accunting Data Sectin by selecting Tls and Accunting Infrmatin under Optins. Accunting Data Sectin: Chart f Accunts: Select the apprpriate number that applies t yur accunts Organizatin: Select the apprpriate rganizatin Accunt: Select the apprpriate accunt number Click the Next Sectin buttn when cmpleted Click Cmplete n the Balancing/Cmpetitin Sectin t cmplete the requisitin
Ntes: N Receiving is required fr a Stres Requisitin. This is an internal requisitin that des nt cnvert t a purchase rder. This pulls directly frm inventry already rdered by Central Stres. Presently there are nly 4 items that can be purchased: TES Frms, Chairs, Blue Exam Bks, and Leave Request Frms (Plant use nly). These rders are delivered and issued directly frm Central Stres Ordering questins shuld be directed t Dn Philips @ Ext. 4328