REQUISITION HOW TO PUR075 Revised June 2017
|
|
- Mavis Ryan
- 6 years ago
- Views:
Transcription
1 REQUISITION HOW TO
2 CONTENTS 1. How to enter a vendor if it does not exist in Banner. 2. How to add a discount. 3. How to add shipping/handling charges. 4. How to tell the difference between document text and item text. 5. How to check for NSF. 6. Where to add the departmental justification. 7. When and how to remove the document level accounting checkmark. 8. Open purchase order for office supplies (desktop delivery). 9. Open purchase order. 10. Open service order. 11. Service order. 12. How to search for a requisition. 13. How to create a requisition with multiple account numbers.
3 How to Enter a Vendor if it Does Not Exist in Banner If the vendor does not exist on the vendor list, please provide us with the complete vendor information (vendor s name, address, phone number, etc. and contact person if known) in document text. Vendor Information Vendor: Vendor s Name Vendor Information
4 Document Text: Continue with vendor s information. Vendor Information >Document Text> Procurement Text Entry Procurement Text Entry Save and Exit
5 How to Add a Discount When applying a discount, remove the 30 from Discount field on the Vendor Information screen. This will allow you to access the Discount field in the Commodity/Accounting screen; enter notes in item text on the last line item of the requisition. TIP: Discount must be smaller than the total for the line item. Vendor Information Screen Commodity/Accounting Screen Procurement Text Entry Screen (Item Text)
6 How to Add Shipping/Handling Charges Shipping and Handling charges are entered in the Additional field; notes should then be entered in item text on the last line item of the requisition. Commodity/Accounting Screen Procurement Text (Item Text)
7 How to Tell the Difference Between Document Text and Item text Document text is used to provide departmental justification, vendor information for a vendor that does not exist in Banner, any special delivery instructions, special instructions for the purchasing staff or delivery information for the Shipping/Receiving Department. Vendor Information Screen > Document Text Document Text > Procurement Text Entry Screen Note: A blank item number and a blank commodity description field will indicate that you have accessed the document text screen.
8 Item Text is additional text lines used to continue the description of the item being purchased. Commodity/Accounting Screen > Item Text > Item Text Procurement Text Entry Screen This lets you know that you are working on item number 1 and exactly where you left off on the previous line. NOTE: It is not necessary to repeat the description from the commodity screen.
9 How to check for NSF When the NSF Suspense field (FOAPAL area) is checked off, it means that your requisition will go into the NSF queue. You are able to check your budget availability by going to the Menu>Options>View Budget Availability. Commodity Accounting Screen Budget Availability Status FGIBAVL
10 Where to Add the Departmental Justification The departmental justification is always entered under the Document Text Screen. Even though the Document Text Screen may be accessed on multiple screens, the ideal place to enter the justification is from the Vendor Information screen after the vendor has been selected. For some unknown reason the system doesn t pick up the vendor address information when accessing the document text screen prior to adding the vendor. Vendor Information Screen >Document Text > Procurement Text Entry Screen
11 When and How to Remove the Document Level Accounting Checkmark When to remove the document accounting checkmark? The document level accounting checkmark should be removed when creating the following documents: Open Purchase Order Open Service Order Contracts Copiers Multi Year Orders When purchasing Fix and Non-Fix items together Departments that have multiple account This is a checkbox that automatically displays a checkmark. However, we request that when entering any of the above documents the checkmark be removed. This is done for several reasons: it makes it easier to change/adjust account numbers, for multiple invoice, etc. Remove the checkmark by clicking on the checked box before you start entering any information. Commodity/Accounting
12 Open Purchase Order for Office Supplies (Desktop delivery) 1. Remove Document Level Accounting (requisition will be returned if checkmark is not removed) 2. Commodity Code that identifies the type of purchase. (DO NOT USE any fixed commodity codes (e.g., 07105F) or equipment account codes (e.g., sequence) on open purchase orders) 3. Description of what is being ordered Open Purchase Order for Office Supplies 4. Quantity should read the desirable dollar amount, such as and Unit Price Terms - enter dates Open Purchase Order is to be in effect. 6. Authorized Signatures - Individuals who are authorized to order and pick up. (Note: Individuals whose names do not appear on the list will not be allowed to pick up merchandise from the vendor.) 7. All Desktop delivery must have Delivery to information. (Please provide a complete campus location for vendor.) 8. Department Phone Number. Open Purchase Order for Office Supplies (Desktop delivery) Item Text Procurement Text Entry
13 Open Purchase Order for 1. Remove Document Level Accounting (requisition will be returned if checkmark is not removed) 2. Commodity Code that identifies the type of purchase. (DO NOT USE any fixed commodity codes (e.g., 07105F) or equipment account codes (e.g., sequence) on open purchase orders.) 3. Description of what is being ordered e.g. Open Purchase Order for Fresh Bakery Products. 4. Quantity should read the desired dollar amount, such as and Unit Price Terms enter dates Open Purchase Order is to be in effect. 6. Authorized Signatures - Individuals who are authorized to order and pick up. (Note: Individuals whose names do not appear on the list will not be allowed to pick up merchandise from the vendor.) Open Purchase Order Item Text - Procurement Text Entry Save and exit.
14 Go to the next block (FOAPAL) Hit the tab key, the Fund, Orgn, and Prog will display automatically, enter Acct, then tab through until the USD extended field displays the amount. Commodity/Accounting Screen (FOAPAL) Line 1 account number entry Go to previous block, arrow down to the next line item and enter the commodity code, item description, U/M along with the quantity and unit price. Commodity/Accounting Screen Line 2 Item Description
15 Go to the next block (FOAPAL) Hit the tab key, the Fund, Orgn, and Prog will display automatically, enter Acct, then tab through until the USD extended field displays the amount. Commodity/Accounting Screen (FOAPAL) Line 2 account number entry Go to previous block, arrow down to the next line item and continue entering line item descriptions and account numbers as needed.
16 Open Service Order 1. Remove Document Level Accounting (requisition will be return if checkmark is not removed) 2. Commodity Code that identifies the type of service. (Never use a fixed commodity code (e.g., 07105F) or an equipment account code, (e.g., sequence) the system will not allow us to assign a fixed asset account to standing orders.) 3. Description of the service that is being requested (Note: Some one-time open service orders will require you to reference the quantity and unit price in the description, such as, catering, lodging, etc.) 4. Terms enter dates Open Service Order is to be in effect. 5. Authorized Signatures - Individuals who are authorized to order. (Note: Individuals whose names do not appear on the list are not authorized to place orders.) 6. Quantity enter the desired quantity. 7. Unit Price of the service being provided or an amount not to exceed. Open Service Order for
17 Open Service Order for Continuation of Item Text Commodity/Accounting continue with U/M, Quantity and Unit Price
18 Service Order 1. Document Level Accounting - On one-time service orders checkmark does not need to be removed, unless you anticipate any changes to the account number. 2. Commodity Code that identifies the type of service. (Never use a fixed commodity code (e.g F) or an equipment account code (e.g., sequence), the system will not allow us to assign a fixed asset account to standing orders.) 3. Description of the service that is being requested (Note: On service order reference the quantity in the description.) 4. Terms enter dates Open Service Order is to be in effect. 5. Authorized Signatures - Individuals who are authorized to order. (Note: Individuals whose names do not appear on the list are not authorized to place orders.) 6. Quantity of items being requested at times may warrant a one (1) to be used; then the cost breakdown and quantity needs to be included in item text. 7. Unit Price of the service being provided. Service Order (one-time service) Item Text Continuation of Item Text
19 Commodity/Accounting continue with U/M, Quantity and Unit Price Service Order Line item #2
20 How to Search for a Requisition To search for a requisition were the number was not written down, system kicked you out or you re looking up an old requisition. Open the FOIDOCH form, enter the code REQ in the Document Type field, in the Document code field click on the search icon. FOIDOCH > DOC Type: REQ > Document Code: Click on search icon. This will take you to the Requisition Validation Screen (FPIRQST), the form will be populated, press the F7 key to clear screen and enter query. Requisition Validation FPIRQST
21 The following fields may be used to do a search: Request Number, Requestor Name, Request Date, Deliver by Date, Organization, Complete/Approved, and Vendor ID. Select the search information available, then press the F8 key. (Note: This is a case sensitive form) F7 to Clear screen and enter query > select information > F8 to execute query Information retrieved from search
22 How to Create a Requisition with Multiple Account Numbers 1. Remove document level accounting checkmark. 2. Enter the commodity code, item description, U/M along with the quantity and unit price. 3. Go to the next block (FOAPAL). 4. Enter complete account number then tab through until the USD extended field displays the amount. 5. Go to the previous block and arrow down to the next line item. 6. Repeat steps 2 thru 5 for remaining line items. Document/Accounting Screen Line Item #1 Account number for #1
23 Document/Accounting Screen - Line Item #2 Line Item #2 Account number for #2
WELCOME TO THE PURCHASING & CONTRACT MANAGEMENT 2018 PURCHASING PRESENTATION. Banner Information. PUR073 Revised February 2018
WELCOME TO THE PURCHASING & CONTRACT MANAGEMENT 2018 PURCHASING PRESENTATION Banner Information PUR073 Revised February 2018 1 REQUISITIONS 1. Information that is required on a requisition. 2. Checking
More informationCreating Purchase Requisition SELF SERVICE BANNER FINANCE
1 VINCENNES UNIVERSITY Creating Purchase Requisition SELF SERVICE BANNER FINANCE Review Budget before Entering a Requisition: Prior to entering a purchase requisition, review the available budget in the
More informationCreating an Electronic Requisition
University of South Alabama Purchasing Department Banner Financial Information Systems Reference Manual Creating an Electronic Requisition This manual provides instructions for creating Banner requisitions
More informationIX-4. Creating a Departmental Warehouse Requisition FPAREQN
IX-4. Creating a Departmental Warehouse Requisition FPAREQN Before entering a requisition into Banner, you should do the following: Always check your funds availability before creating a Requisition. Should
More informationREQUISITION FLOW HEADER BLOCK REQUESTOR/DELIVERY INFORMATION Document Text Save and Exit VENDOR INFORMATION COMMODITY INFORMATION Next Block to Accounting Information - - - - - - - - - - - - - - - - -
More informationBanner Requisition Training REVISED 8/9/17
Banner Requisition Training REVISED 8/9/17 Banner 9 The following guidelines are provided to guide you through the purchasing process including creating requisitions. While Unimarket should be used as
More informationSaint Louis University. Business and Finance
Saint Louis University Finance Navigation, Requisitioning, & Approvals Business and Finance Office of the Controller Financial Services Salus Center 5 th Floor April 27, 2009 Table of Contents Chapter
More informationBANNER SELF SERVICE Requisition Manual (updated April 23, 2010)
BANNER SELF SERVICE Requisition Manual (updated April 23, 2010) This manual guides you step by step through the process of creating a purchase requisition for an order you that you would like to place.
More informationBanner Finance Receiving Training Workbook
Banner Finance Receiving Training Workbook Version: 3.0 Developed By: Matt Smith TABLE OF CONTENTS RECEIVING GOODS (FPARCVD) 3 DOCUMENT HISTORY (FOIDOCH) 10 RECEIVING ADJUSTMENT INSTRUCTIONS 12 NOTES 13
More informationREQUEST PROCESSING. Chapter 10. Introduction Request Processing Forms Request Processing Menu Navigation Table...
REQUEST PROCESSING Introduction... 10-3 10 Menu Navigation Table... 10-3 Forms... 10-4 Requisition Form...(FPAREQN)...10-5 Stores Requisition Form...(FSAREQN)...10-25 Requisition Query Form...(FPIREQN)...10-32
More informationFinance Self-Service Requisitions
The Requisition link in Finance Self-Service allows you to create a requisition online. Once a requisition is created on the web, the procurement process continues in Banner. You cannot save a requisition
More informationPURCHASING DEPARTMENT
PURCHASING DEPARTMENT Requisition Approver Training Guide Revised 8/20/2013 Hampton, Virginia 23668 1 Introduction This training guide was developed to assist Banner Approvers in understanding and becoming
More informationREQUISITION PROCEDURES DOCUMENTATION
BANNER FINANCE SELF SERVICE REQUISITION PROCEDURES DOCUMENTATION MISSOURI STATE UNIVERSITY U-Link Financial Services Missouri State University 901, South National Avenue Springfield, MO 65897 (417) 836
More informationUniversity of Alabama in Huntsville Banner Self-Service Requisition Approval Workbook
University of Alabama in Huntsville Procurement Services University of Alabama in Huntsville Banner Self-Service Requisition Approval Workbook SCT Banner www.uah.edu/admin/business-services Revised January
More informationHow to Create a Requisition
How to Create a Requisition STEP-BY-STEP GUIDE Creating a Requisition Requestor/Delivery Information 1. The Delivery Date: field is required. Tab or click into this field, then click on the Calendar icon
More informationUNIVERSITY OF NORTH FLORIDA. Controller s Office. Direct Pay & Electronic Invoice Approval
UNIVERSITY OF NORTH FLORIDA Controller s Office Direct Pay & Electronic Invoice Approval FINANCE Direct Pay & Electronic Invoice Approval 2009 University of North Florida Center for Professional Development
More informationTRAVEL REQUISITIONS AND APPROVALS. Revised October 8, Travel Requisitions 10/08/2013 1
TRAVEL REQUISITIONS AND APPROVALS Revised October 8, 2013 Travel Requisitions 10/08/2013 1 Confidential Business Information This learning guide is based upon SunGard Higher Education Banner documentation.
More informationBANNER FINANCE STORES INVENTORY (SI) MARCH 21, 2018
BANNER FINANCE STORES INVENTORY (SI) MARCH 21, 2018 Today Stores Inventory for Administrators Ø STEP 1 FSAREQN (Stores Requisition) Single and multiple commodities This step will be completed by a user
More informationBanner Finance Module Processing. April 12, 2012
Banner Finance Module Processing April 12, 2012 1 2 ** drill down capability, but no uncompleted items ** 3 Highlight field in YTD column, then go to: Options/Transaction detail activity. 4 Go to: Options/Organizational
More informationOnline Requisition FAQs
Online Requisition FAQs These instructions are a supplement to the in-depth training video, located at http://finadmin.lafayette.edu/information-for-faculty-staff/banner-access-training/. Banner Self Service
More informationApproving Online Requisitions
Angelo State University Approving Online Requisitions Purchasing and Operations Elicia Rankin 8/28/2009 Contents Steps to Approval... 3 Ramport and Banner Self Service... 4 Karora... 6 View Document Information...
More informationBanner Finance. Banner F inance Implementation User Training. Procurement/Purchasing
Banner Finance Banner F inance Implementation User Training Procurement/Purchasing Jack Belew, jabelew@una.edu. 4335 Zethelyn Johnson zrhohnson@una.edu, 4206 Cindy Conlon chconlon@una.edu 4293 1 University
More informationStores Inventory. Chapter 18. Introduction Menu Navigation Table Stores Inventory Forms
Chapter 18 Stores Inventory Introduction.......................................... 18-3 Using the Stores Inventory Module........................... 18-3 1 Stores Inventory Stores Inventory System Controls............................
More informationPeopleSoft Requisition Manual Using the PeopleSoft Requisition System
PeopleSoft Requisition Manual Using the PeopleSoft Requisition System V8.9 September 2014 Table of Contents OBJECTIVES... 3 OVERVIEW... 3 CUSTOMIZING SCREEN... 4 MODULE 1: ENTERING A REQUISITION... 5 Navigating
More informationThe Requisition Approval page provides a tool for identified CSUF employees to approve requisitions
The Requisition Approval page provides a tool for identified CSUF employees to approve requisitions directly in CMS. The list of requisitions that may be viewed by each Approver will be limited to requisitions
More informationBANNER 9 SELF-SERVICE ENDUSER TRAINING FOR PROCUREMENT
BANNER 9 SELF-SERVICE ENDUSER TRAINING FOR PROCUREMENT Procurement Staff STOCKTON UNIVERSITY BANNER 9 END-USER TRAINING SELF-SERVICE REQUISITIONS In Banner 9, end-users may create, copy, view and search
More informationUAHUNTSVILLE BANNER SELF-SERVICE REQUISITIONING WORKBOOK
University of Alabama in Huntsville Procurement Services UAHUNTSVILLE BANNER SELF-SERVICE REQUISITIONING WORKBOOK SCT Banner www.uah.edu/admin/business-services Revised October 9, 2013 Table of Contents
More informationMAINTAINING REQUISITIONS
Revised 10/21/15 Page 1 of 13 TABLE OF CONTENTS MAINTAINING REQUISITIONS MAINTAING A REQUISTION IN BANNERWEB (SSB)... 3 LOGGING INTO BANNERWEB... 3 VIEW/PRINT/CHECK APPROVALS FOR A REQUISTION IN BANNER
More informationFOIDOCH FAIVNDH FGIENCD
FOIDOCH FAIVNDH FGIENCD AP Tips for Payment Verification Using Banner 9 Presented by Keri Fearon Accounts Payable FOIDOCH - Document History Is used to search: o Requisition o PO o Invoice o Check o Receiver
More informationSTORES INVENTORY. Chapter 18. Introduction Menu Navigation Table Stores Inventory Forms
STORES INVENTORY Introduction... 18-3 Using the Module...18-3 18 System Controls...18-3 Menu Navigation Table... 18-4 Forms... 18-6 Inventory System Control Maintenance Form...(FSASYSC)...18-7 Stores Requisition
More informationTEAMS User Guide. Requisitions. First Edition
TEAMS User Guide Requisitions First Edition 2014 Prologic Technology Systems, Inc. All rights reserved. Prologic, the Prologic logo, TEAMS, TEAMS Business Administration, TEAMS Student Accounting, TEAMS
More informationPurchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
More informationBanner Finance Accounts Payable Training Workbook
Banner Finance Training Workbook February 2008 Release 7.4 HIGHER EDUCATION What can we help you achieve? This documentation is proprietary information of SunGard Higher Education and is not to be copied,
More informationBanner Finance Accounts Payable Training Workbook
Banner Finance Training Workbook June 2005 Release 7.1 HIGHER EDUCATION What can we help you achieve? Confidential Business Information -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
More informationManage Employee Access
University of Maine System PeopleSoft Financials 8.4 Manage Employee Access General Ledger Page 1 of 33 GL Inquiry Pages TABLE OF CONTENTS 1. OVERVIEW...3 2. EMPLOYEE ACCESS TO FINANCIALS...3 3. SETTING
More informationOFFICE OF BUSINESS AND FINANCIAL SERVICES ibuy. ibuy Instructor-led Training TRAINING GUIDE
OFFICE OF BUSINESS AND FINANCIAL SERVICES ibuy ibuy Instructor-led Training TRAINING GUIDE ibuy: Instructor-led Training Training Guide APPROPRIATE USE AND SECURITY OF CONFIDENTIAL AND SENSITIVE INFORMATION
More informationDescription: This manual describes the process for a TCAT user to submit a travel claim through Jaggaer for approval.
SUBMIT TRAVEL CLAIM Description: This manual describes the process for a TCAT user to submit a travel claim through Jaggaer for approval. A Traveler/Shopper is a person who is submitting the travel claim.
More informationAccounts Payable Enter a non-po voucher
Business Process 1. To enter vouchers for invoices not associated with a Purchase Order (PO). (Invoices matched to Purchase Orders should be sent to the Business Office for entry.) 2. To add Asset information
More informationPURCHASE REQUISITIONS
PURCHASE REQUISITIONS PURCHASE REQUISITION CREATION UI SECTION 701.5.12 OVERVIEW PURCHASE REQUISITION CREATION: The purchase requisition creation is the process for departments to enter purchasing requests
More informationEntering Purchasing 2000 Requisitions
SAN MATEO COUNTY OFFICE OF EDUCATION CECC Financial System This documentation provides an overview of the steps to enter a Purchasing 2000 requisition. More detailed information is available in the Financial
More informationA Add a Phone or Car Allowance new version, AJ0037
New EPAF Person Selection ID: Enter ECU ID and hit your TAB button or do a search (magnifying glass) and select a person. Query Date: this should be the Effective Date of your action which is generally
More informationTraining Workbook. Table of Contents
Training Workbook Table of Contents 1. Introduction: Purchasing Policies & How-To s... 1-1 2. Beginning Requisitions Creating a Requisition... 2-1 Using Record > Remove to Fix Mistakes... 2-15 Chartwells
More informationEnter Department Requisition
Enter Department Requisition There are basically 3 steps to creating a department requisition: 1. Input the header information of the requisition 2. Input item(s) of the requisition 3. Send the requisition
More informationHOW TO ORDER MATERIALS AND SERVICES
HOW TO ORDER MATERIALS AND SERVICES Topics Covered How to create a Preq Tracking your order Finding previous order information Rejected Preq s Vendor Workbench Preq Approval Creating A Preq There are two
More informationBuy A&M Requisitions Training Version 14 Upgrade PRAIRIE VIEW A&M UNIVERSITY
Buy A&M Requisitions Training Version 14 Upgrade PRAIRIE VIEW A&M UNIVERSITY What is a Requisition? Requisition documents in Buy A&M allow users to place requests for goods and services. The type of purchase
More informationKFS Purchasing A Procedural Guide for Kuali Financial Systems edocs Procurement Services Version 1/25/2017
KFS Purchasing A Procedural Guide for Kuali Financial Systems edocs Procurement Services Version 1/25/2017 2017 Table of Contents EDoc / Process Page Logging into KFS for the first time 3 Automatic Purchase
More informationMUNIS REQUISITION ENTRY
MUNIS REQUISITION ENTRY MUNIS Purchasing meets the needs of multi-departmental organizations by providing a central focus for all external purchases. Individual departments or schools enter requisitions
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Setting Up the Year Assignment Directory Step By Step Instructions 2012 Central Susquehanna Intermediate Unit, USA Table of Contents
More informationTable of Contents TopShop Buyer s Guide
Table of Contents TopShop Buyer s Guide TopShop Buyer s Guide... 2 Logging into TopShop... 2 Key Concepts... 2 Supplier Icons... 3 Searching... 3 Product Searching... 3 Supplier Searching... 4 Request
More informationRECEIVING PURCHASED GOODS
RECEIVING PURCHASED GOODS The receiving process enables you to enter receipt information for items ordered through the purchase order process. You can receive goods based on the quantity identified on
More informationCreating Requisitions
Creating Requisitions Users Guide REVISED 1/27/10 DEL MAR COLLEGE, PURCHASING DEPARTMENT TABLE OF CONTENTS TABLE OF CONTENTS... 2 LOGGING INTO DATATEL - COLLEAGUE... 3 PROCESS FLOW... 5 CREATING A NEW
More informationPeopleSoft Requisition Creation
Purchasing > Requisitions > Add/Update Requisitions PeopleSoft Finance version 8 vs. version 9 Top Menu Features p. 1 Removing the Top Menu Features p. 1 Description page Put the Main Menu back on the
More informationMunis (v 10.5) Dashboard (v 6.1)
Munis (v 10.5) Dashboard (v 6.1) Procedure 1. From the left-hand menu, click on the Favorites arrow to view the Munis Menu. Figure 1 Home screen of Munis 2. Click Requisition Entry to open the program.
More informationPurchase Requisitions 2013 Training Session
Purchase Requisitions 2013 Training Session WinCap Purchase Requisitions Updated June 2013 Page 1 of 15 Adding Individual Requisitions (Basic) Once you Logon to WinCap you open a Purchase Requisition/Order
More informationBANNER USER GUIDE FOR REQUISITIONS
BANNER USER GUIDE FOR REQUISITIONS Prepared by: MT. SAC PURCHASING DEPARTMENT Requisition Help Line: Ext. 6300 MARCH 2011 BANNER USER GUIDE FOR REQUISITIONS Table of Contents --- BANNER TOOL BAR ICONS
More informationDescription: This process manual shows TCAT how to perform various accounts payables queries in Banner.
PERFORMING AP QUERIES Description: This process manual shows TCAT how to perform various accounts payables queries in Banner. Table of Contents Step 1. TCAT Associate Performs AP Queries... 2 A. Document
More informationOrder Entry Freight Tables. Setting Up Freight Items
Introduction You can easily add freight charges in Order Entry for all available freight vendors. You can set up freight charges that can be passed along to the customer, based on specific rates. For example,
More informationCreate a Limit Framework Requisition
Create a Limit Framework Requisition Enter transaction code ME51N in main menu search field. Hit Enter on your keyboard. 1 2 3 Select Framework requisn. as document type from the drop-down menu. In Header
More informationApproving Online Purchase Requisitions Reference Guide
Approving Online Purchase Requisitions Reference Guide Banner Finance Depending on the approval process determined by the department, some requisition creators may also be authorized to submit requisitions
More informationUnimarket Blanket Order User Guide
Unimarket Blanket Order User Guide Contents Blanket Order User Guide... 2 Blanket Order Process Flow Chart... 3 Creating a Blanket Order... 4 Using a Blanket Order... 6 Need Support?... 7 Blanket Order
More informationDepartment of Procurement Services eva and ereceiving Training. Presented by Barbie Edwards
Department of Procurement Services eva and ereceiving Training Presented by Barbie Edwards eva is Old Dominion University s Sole Procurement Tool 2 All agencies of the Commonwealth of Virginia are required
More informationDescription: This manual describes the process for a TCAT user to submit a requisition through Jaggaer for approval.
SUBMIT REQUISITION - TCAT Description: This manual describes the process for a TCAT user to submit a requisition through Jaggaer for approval. A Shopper is a person who requires the requisition for a purchase.
More informationHow to Create a Non-PO Invoice in Ariba. 3) Select Non-PO Invoice from the Create drop-down menu:
1) Log in to Ariba: https://ar.admin.washington.edu/aribabuyer/uw/login.asp 2) Click the Invoicing tab 3) Select Non-PO Invoice from the Create drop-down menu: 2) Click on the Invoicing tab 3) Select Non-PO
More informationRequisitions REQ_300. Requisitions Requisitions
Requisitions REQ_300 Requisitions 2-8-06 1 Requisitions 10-16-06 1 Prerequisites and Roles Prerequisites SAP R/3 Awareness and Navigation UK100 Roles Departmental Requisitioners Requisitions 2-8-06 2 Requisitions
More informationRequisitions/Consultant Forms/Contracts. Tina Cooper
Requisitions/Consultant Forms/Contracts Tina Cooper Requestor/ Delivery Information Delivery Date: Current date or later. Comments: Tells the BO where to send the white copy. Ship to: Use drop down menu
More informationWork Instructions for using the Specials Requests functionality in eprocurement
Work Instructions for using the Specials Requests functionality in eprocurement All purchase requisitions can be entered using the epro system. If the vendor that you are trying to place a requisition
More informationPURCHASING INQUIRY 8.9 TABLE OF CONTENTS
PURCHASING INQUIRY 8.9 TABLE OF CONTENTS CONTENTS: PAGE: Review Requisition 3 Document Status 11 Approval Status 17 Receipt Inquire 22 Change Order History 27 Updated 8/01/2007 Purchasing -- Inquiry Page
More informationPurchase Order & Manual Encumbrance Monitoring and Liquidation Training
Purchase Order & Manual Encumbrance Monitoring and Liquidation Training 1 Overview Training Objectives Background Monitoring Review and Analysis Liquidating 2 Training Objectives Inform Business Centers
More informationVolume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS. Purchasing & Contracts Department. MUNIS User Manual
Volume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS Purchasing & Contracts Department MUNIS User Manual MUNIS V7.2 PURCHASING & CONTRACTS DEPARTMENT MUNIS Volume 7.2 User Manual University of Nevada, Las Vegas
More informationFlorida A & M University Accounts Payable Procedures. Florida A & M University
Florida A & M University AP PROCEDURES 6/2017 AP PROCEDURES 6/2017 TABLE OF CONTENTS 1.0 OVERVIEW... 1 2.0 DEFINITIONS... 1 3.0 RESPONSIBILITIES... 2 4.0 GENERAL PROCEDURES... 3 4.1 DEPARTMENTAL FISCAL
More informationCentral Stores User s Manual for AiM CMMS
Central Stores User s Manual for AiM CMMS NON STOCK PARTS ORDERING PROCESS Version 2.0 as of 05 November 2015 Page 1 of 16 System Access If you need to order non stock merchandise through Central Stores,
More informationCreating an External Requisition through the Requisition and Number Generator in My UW
Creating an External Requisition through the Requisition and Number Generator in My UW 1. This section of the application allows you to use the requisition generator to create and print an external requisition
More informationBanner Finance Querying
Banner Finance Querying Organization Budget Status Form (FGIBDST) This form shows the status of the budget for a particular department, including how much budget was assigned, how much was spent, and how
More informationCUBuyplus. Approver s Guide
CUBuyplus Approver s Guide This guide will outline the procedures involved in approving or declining requisitions as well as explaining the approval process in CUBuyplus. Logging into CUBuyplus 1. Open
More informationBelow is a diagram that outlines the steps from beginning to end on processing PS Catalog Orders.
~ Sourced to Stores and Vendor The University maintains several Inventory Business Units (also known as Stores or Warehouses) throughout campus that offer commonly used supplies. Over 70,000 items are
More informationPurchasing. Section 10 Purchase Orders. Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket.
Purchasing Section 10 Purchase Orders Purchase Orders can be entered directly into the PO Entry pages without using LDS emarket. Creating a Purchase Order This section contains information on how to enter
More informationRequisition Processing Guide
Requisition Processing Step by Step May 2004 Requisition Processing Guide Contents CREATE A REQUISITION WITHOUT A MATERIAL MASTER (ME51) 4 CREATE A REQUISITION WITH THE MATERIAL MASTER (ME51) 15 COPY A
More informationSelf Service Banner Requisition Training June 2012
Self Service Banner Requisition Training June 2012 Process overview Chart of Accounts Accessing Banner Requisitions Break Budget Queries Other Resources Q&A Agenda 2 1 Process Requestor generates requisition
More informationBanner Finance Stores Inventory Training Workbook
Banner Finance Stores Inventory Training Workbook May 2005 Release 7.1 HIGHER EDUCATION What can we help you achieve? Confidential Business Information -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
More informationBlanket Purchase Orders
We are going to use the F10-Save function to take you through most of the document creation process. You will get an error message each time you press F10-Save. Often, this is just the system telling you
More informationPeopleSoft Purchasing Internal Vendor (IV) Requisition
PeopleSoft Purchasing Internal Vendor (IV) Requisition Purchasing Internal Vendor (IV) Requisition (Rev. 2-15-12) Purchasing Overview Purchase Orders/Change Orders are generated from on-line requisitions.
More informationActivant Prophet 21. Version 12.3 Overview of Prophet 21 New Features
Activant Prophet 21 Version 12.3 Overview of Prophet 21 New Features This class is designed for Managers System Administrators Objectives Miscellaneous New Features Add an Item to a Closed PO Improved
More informationCFS 9.2 User Guide Requisition Data Entry
Requisition Data Entry CSUDH, TABLE OF CONTENTS Before You Get Started... 4 Campus-Wide ID + 50... 4 Create a New Requisition... 5 Navigation... 5 Requisition Header... 6 Requisition Details... 13 Saving
More informationService Access Review Guide Banner Finance Updated June 2018
Service Access Review Guide Banner Finance Updated June 2018 This is an overview of the information contained in the Logical Access Super Report. The report is sorted by org within the executive level,
More informationPeopleSoft Purchasing College Requisition (CR)
FOR USE BY THE OFFICE CAPITAL PROJECTS ONLY PeopleSoft Purchasing College Requisition (CR) CAPITAL PROJECTS (NON OCP FUNDS) Purchasing College Requisition (CR) Capital Projects (Non OCP Funds) 12-19-2017
More informationPEOPLESOFT E-PROCUREMENT REQUISITION (REQ) PURCHASES AND PAYMENTS
PEOPLESOFT E-PROCUREMENT REQUISITION (REQ) PURCHASES AND PAYMENTS Overview The PeopleSoft eprocurement Requisition (REQ) is a web-based application used to process a basic purchase requisition, General
More informationTraining Guide. Warehousing Staff
Training Guide Warehousing Staff Staging Will Call Orders A Pick Ticket will print. Pick the item. Place the item and the pick ticket in the appropriate Will Call staging area. If any quantities are unavailable,
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting PO & Requisition Entry Learning Guide Copyright 2011 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction...1 PO
More informationHow to Create a Non-PO Invoice in Ariba. 3) Select Non-PO Invoice from the Create drop-down menu:
1) Log in to Ariba: https://ar.admin.washington.edu/aribabuyer/uw/login.asp 2) Click the Invoicing tab 3) Select Non-PO Invoice from the Create drop-down menu: 2) Click on the Invoicing tab 3) Select Non-PO
More informationGet Your Hands on MMP
Get Your Hands on MMP 1 Introduction First/last name Department Use MMP before? (Yes/No) Your role in MMP (Shopper vs. Requestor) 2 Agenda Course expectations Procurement Cycle & Requirement MMP Steps
More informationREQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION
REQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION TABLE OF CONTENTS OVERVIEW... 2 CREATE A REQUISITION... 2 CREATE A BLANKET REQUISITION... 15 CREATE A REQUISITION FOR THE COMPUTER DEPOT...
More informationTBR Service Center SUBMIT RFQ TCAT
SUBMIT RFQ TCAT Description: The TCAT Shopper must submit a shopping cart containing specifications for the product(s) to be purchased and a list of potential bidders who can provide the product(s) in
More informationRequisitioning Method of Inventory Control
Requisitioning Method of Requisitioning Method of Course description: Learn how to use emaint Online for inventory tracking, from establishing your inventory records and generating reorder lists through
More informationThe Opportunity Manager
The Opportunity Manager Opportunity Management Table of Contents Managing Opportunities and Leads... 1 What is an Opportunity?... 1 What is a Lead?... 1 Creating an Opportunity... 1 What can I do with
More informationBuy A&M. Departmental Access Training. Direct Open Market. The new E-Procurement System. Requisition Type:
Buy A&M The new E-Procurement System Departmental Access Training Requisition Type: Direct Open Market Your Event Here Direct Open Market Equivalent to FAMIS Limited Document (L-Doc). Purchases under $5,000
More informationTBR Service Center SUBMIT RFP TCAT
SUBMIT RFP TCAT Description: The TCAT Shopper must submit a shopping cart containing specifications for the product(s) to be purchased and a list of potential bidders who can provide the product(s) in
More informationNorthClark Computing, Inc. Buyer s Workbench Queries User Guide
ERP Consulting Web Development Custom Programming Solutions Desktop & Web Applications for Manfact Buyer s Workbench Queries User Guide Web and Desktop Applications for Manfact by Epicor March 27, 2008
More informationPeopleSoft Financials epro Process Guide
epro Process Guide Basic Requisitions Information Management Client Support Services DCATS 210 567 7777 / Option 5 epro Process Guide Version 2 May 2011 Introduction to the PeopleSoft Financials Web Requisition
More informationOFFICE OF BUSINESS AND FINANCIAL SERVICES PURCHASING RC 101: RECEIVING TRAINING GUIDE
OFFICE OF BUSINESS AND FINANCIAL SERVICES PURCHASING RC 101: RECEIVING TRAINING GUIDE RC 101: Receiving Training Guide APPROPRIATE USE AND SECURITY OF CONFIDENTIAL AND SENSITIVE INFORMATION Due to the
More informationThis section presents information and instructions for accessing and performing all of these functions. Table of Contents
Vendor Module The IU KFS Vendor module allows users to create and maintain a Vendor table to track businesses or other entities your institution has done or plans to do business with. Each record in this
More information