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Admin Forum March 17, 2011

Admin Forum March 17, 2011. Banner and 49er Mart Presenters: Joanna Swiggett and Elizabeth Palian. Financial Data Administration. Heather McLendon LaTonja Miller Joanna Swiggett. Gale Helms Mary Ward Elizabeth Palian Darlene Rockwell. Once a requisition has gone through

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Admin Forum March 17, 2011

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  1. Admin ForumMarch 17, 2011 Banner and 49er Mart Presenters: Joanna Swiggett and Elizabeth Palian Financial Data Administration Heather McLendonLaTonja Miller Joanna Swiggett Gale HelmsMary WardElizabeth PalianDarlene Rockwell

  2. Once a requisition has gone through the approval process in 49er Mart, a PO is created in Banner.

  3. Once receiving and matching are completed in 49er Mart, the invoice will feed to Banner. The payment to the vendor is made in Banner.

  4. On FGITRND, each line item of the PO will show as an encumbrance. This PO has 5 line items.

  5. When the Invoice is paid, the encumbrance will liquidate (ENC) as 5 line items and the invoice will be expensed (YTD) as 5 line items.

  6. Shopping Cart Requisition Approval Workflow Purchase Order (Encumbrance in Banner.) Purchase Order Distributed to Supplier Integrated to & from Banner. Invoice Received and Recorded by Accounts Payable. Order Received-Receipt Recorded Matching occurs in 49er Mart and invoice is fed to Banner. (Encumbrance liquidated.) Check is created and payment is made from Banner.

  7. Reminders Complete receiving when items are received. Invoices should be mailed directly to Accounts Payable. Close Purchase Orders. Contact HelpDesk (73100 Help@uncc.edu ) and they will forward to us. Thank you for attending today. We’ll be happy to answer questions. What is the difference between an internal and an external attachment?

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