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Requisition Creation Guide for WCU Banner Finance Users

This guide provides essential information for creating requisitions in the WCU Banner finance system. Presented by trainers Josh Lovern and Connie Mathis, it outlines the critical details you need before entering a requisition in PROD, including preferred delivery date, department organization, vendor name, item description, quantity, pricing, and FOA strings for financial charge. Ensure you have all the necessary information at hand to facilitate a smooth requisition process when using the FPAREQN form.

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Requisition Creation Guide for WCU Banner Finance Users

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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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