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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.

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Banner Requisitions Creation

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  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

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