Self Service Banner Requisition Guide

Description

How to create a requisition in Banner Self-Service 9 Accessing Banner Self-Service 9 My Requisition Screen 1. Access My Requisitions from your MyYC Portal. A. Log into your MyYC Portal. At the Employees menu select Finance Main Menu. Page 1 of 14 B. At the My Finance screen select My Requisitions. Page 2 of 14 Entering a Requisition into Banner SS9 1. My Requisitions A. Select My Requisitions from the My Finance dashboard. Here you can create and view draft, pending and completed requisitions. Existing Requisitions are presented in three categories: Draft Requisitions: Requisitions that have been started then saved as a draft for completion later. Pending Requisitions: Requisitions that have been completed and are awaiting approval. Completed Requisitions: Requisitions that are completed and have been assigned to a Buyer for PO creation or the PO has already been created. Page 3 of 14 B. Select Create Requisition at the upper right corner of the screen. You are now ready to enter information into three areas; Requestor Information, Vendor Information and Add Item & Accounting information. Use the Tab key to navigate through the fields on each screen. 2. Requestor Information Tab Requestor name, requestor email address and transaction date (as today) will populate automatically. Page 4 of 14