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Utah Valley University Purchasing with Banner

Utah Valley University Purchasing with Banner. Procurement Training. Topics. Banner Basics The path from req to payment Checking the status of a req in Banner Checking approval status in Banner What to do with invoices How to report receiving Stores Requisitions. Introduction.

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Utah Valley University Purchasing with Banner

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  1. Utah Valley UniversityPurchasing with Banner Procurement Training

  2. Topics • Banner Basics • The path from req to payment • Checking the status of a req in Banner • Checking approval status in Banner • What to do with invoices • How to report receiving • Stores Requisitions

  3. Introduction • Banner is a software solution used to manage all organizational data for UVU. • Banner displays in a Java applet window. • Blank web browser window.

  4. Banner Interface Menu Bar ToolBar Workspace Status Bar

  5. Forms • A form is an online document where you can enter and look up information in the Banner database. • Each form has a seven character name. • Position 1 identifies the primary module owning the form. • Position 2 identifies the unit owning the form. • Position 3 identifies the type of form. • Positions 4 through 7 uniquely identifies the form. • FPAREQN

  6. Parts of a Form Title Bar Key Block Field Blocks Record

  7. Navigation • There are multiple ways to navigate Banner. • Menu Bar • Tool Bar • Keystrokes

  8. Flowchart

  9. Create a requisition • Enter the requisition into Banner.

  10. Flowchart

  11. Approval Process • Required approval based on account code (commodity code), amount, and organization. • Approving officials receive an e-mail. • Approval Queues • FOAUAPP • Check Approval Queue • FOAAINP • See Approval History • FOIAPPH

  12. FOAUAPP • Lists all documents for which the user is the next approver. • To see all documents which the user must approve, uncheck the Next Approver box.

  13. FOAAINP • List of queues on left, list of approvers on right. • May be used to approve documents.

  14. FOIAPPH • Enter req number and press execute query (F8).

  15. Flowchart

  16. Purchase Order • Do not send department copies of POs to vendors. • Not signed by an authorized purchaser. • May duplicate orders. • May place orders prematurely. • If a vendor claims not to have received a PO, contact Purchasing. • procurement@uvu.edu • 8301

  17. Flowchart

  18. Receiving • If products are delivered by Receiving, no reporting is necessary. • If products are delivered directly to department by vendor or picked up, send proof of delivery to Receiving. • If service, send confirmation of services rendered to Receiving. • Receiving is not required on Standing POs. • Contact Receiving via e-mail, receiving@uvu.edu.

  19. Flowchart

  20. Invoicing • If invoice is received in the department: • Verify that PO number is on the invoice. • Send the invoice to Accounts Payable, MS 109. • Memberships/Conferences/Subscription • Registration/subscription forms should be sent to A/P with the requisition/PO number on them.

  21. Flowchart

  22. FOIDOCH

  23. Exceptions • Paying vendors prior to Receiving: • Determined by Purchasing • Deposits • Up to 50% • POs without receipt (receiving) required: • Memberships, conferences, standing POs, etc

  24. Stores/Warehouse Requisitions • Warehouse purchases are done on Banner using the Stores Requisition screen (FSAREQN). • Items are delivered within 3 days, some within 24 hours. • Use Account Code 720076. • Paper, paper cups, tissues, bags, forms

  25. Where can I find more info? • www.uvu.edu/procurement • Tips and FAQs • Step-by-step instructions • Written instructions • Online interactive simulations • Policies and Procedures • Procurement Training

  26. Procurement ServicesHere to Serve You

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