1 / 10

Banner Requisitions Creation

Banner Requisitions Creation. Presented by Josh Lovern and Connie Mathis WCU Banner Finance and Purchasing Trainers. Check List. Before creating a requisition in PROD, you should have the following information available: 1. The preferred delivery date for the goods/services ordered.

sanne
Download Presentation

Banner Requisitions Creation

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Banner Requisitions Creation Presented by Josh Lovern and Connie Mathis WCU Banner Finance and Purchasing Trainers

  2. Check List Before creating a requisition in PROD, you should have the following information available: • 1. The preferred delivery date for the goods/services ordered. • 2. The Organization (Department) the order is for. • 3. The vendor name. • You can suggest a vendor to purchasing. • 4. The description of the goods/service. • 5. The quantity of the goods/service. • 6. The price of each goods/service. • 7. The Fund, Organization, Account, (FOA) string(s) to charge. ***To Enter PROD go to http://banner – top right (PROD)***

  3. On the main menu type FPAREQN Opening the FPAREQN form This is the 1st page of the FPAREQN form

  4. Opening the FPAREQN form Copy a requisition button; Opens

  5. Requisition Key Block 1 3 2 4 5 6

  6. Requestor/Delivery Block 1 2 3 4 jlovern@email.wcu.edu 5 6 7

  7. Vendor Information Block

  8. Document Text Entry Block

  9. The Commodity Block 1 2 3

  10. The Balancing/Completion Block Remember to check this box 1 2 3

More Related