Banner Purchasing Training Manual (pdf

Description

June 2009 Page 1 INTRODUCTION This manual was developed by the Nicholls State University Purchasing Department to assist Banner users at the University in understanding and becoming proficient with the different forms and functions relating to purchase requisitions, purchase orders, and receiving. It is revised periodically to include additional helpful information for the campus as it becomes available. While this information is intended to be a tool to increase the campus’ understanding of the various features of Sunguard/SCT Banner it is in no way intended to address unique situations and/or questions your department may have concerning Banner. For this purpose, departments are encouraged to contact any member of the Purchasing staff for assistance. While we may not have the answer to a specific question immediately, there are a variety of resources available to enable us to find answers in an expeditious manner. There are no “stupid questions”! A great deal of the information acquired by the Purchasing Department staff regarding Banner is the direct result of questions posed by users and the process of finding a solution. If you have any questions concerning your requisitions, please feel free to contact either Pattie Breaux at X4037 or Carmen Hamilton at X4532. The Purchasing Department Room 104 Elkins Hall Ph: (985) 448-4038 Fax: (985) 448-4921 2 TABLE OF CONTENTS SECTION 1: Creating Requisitions I. II. III. IV. V. VI. Requisitioning Processing Creating a Requisition FPAREQN Adding Document Text Requisition Entry: Vendor Information Requisition Entry: Commodity/Accounting Document Level Accounting/Commodity Level Accounting VII. Balancing/Completion Block VIII. Removing an Unwanted, Incomplete Requisition IX. Removing a Completed Requisition X. Copy Requisition Option XI. Querying Completed Requisitions XII. Query Functions SECTION 2: Querying Finance Documents & Tracking a Requisition I. Tracking a Requisition Using FOIDOCH II. Searching for Document Details in FOIDOCH III. Detail Transaction Activities & Budget Status SECTION 3: Glossary of Banner Forms 3 SECTION 1: CREATING REQUISITIONS I. II. III. IV. V. VI. Requisitioning Processing Creating a Requisition FPAREQN Adding Document Text Requisition Entry: Vendor Information Requisition Entry: Commodity/Accounting Document Level Accounting/Commodity Level Accounting VII. Balancing/Completion Block VIII. Removing an Unwanted, Incomplete Requisition IX. Removing a Completed Requisition X.