Banner Requisition Training (FPAREQN)

Banner Requisition Training
(FPAREQN)
1

Once logged on to Banner, this ↑ is the first screen you will see…the “Go To” Screen.
The Go To screen is used to navigate to the many forms in Banner.
For today’s class, you will learn about two Requisition forms: FPAREQN (used for off campus requests)
and FSAREQN (used for on campus requests). FSAREQN is known as a warehouse or stores requisition.
We will also cover a few other forms you will find useful in your day‐to‐day operations.
2

Key in
Key in FPAREQN then press Enter on the keyboard
3

You are now in the Requisition Form.
At this point, you may do 1 of 3 things:
1. Key in the word NEXT (automatic requisition number assignment)
2. Leave BLANK (automatic requisition number assignment)
3. Enter a document number (only do this if you already have a requisition number)
For today’s class, enter the word NEXT.
4

Next Block
After you key in the word NEXT (leaving BLANK does the same thing…Banner automatically assigns the
next available document number in the system) click on Next Block to navigate to the next screen.
5

At least 2
weeks
verify
Enter deliver
to name
This is the Requestor and Delivery Information screen:
As you see, information is already populated on this screen, as will be true in your own individual area of
operation. Of course, you will need to add or change some information. Most important are the
Delivery Date, Ship To, and Attention To
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Next Block
After you are done entering your information, click Next Block
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This is the Vendor Information screen:
Vendor Information is preloaded in the system (if you have a new Vendor, the Vendor info will have to
be loaded before you can process a requisition to that Vendor)
Forward new Vendor Information (vendor name, address, phone and fax numbers) to: Diana Summers
@ dsummers@ucmo.edu
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Click here to
begin search
Click the drop down arrow
9

Click here
to search
Click Entity Name/ID Search (FTIIDEN)
10

Tab to Last
Name section
Tab to Last Name section then enter the %Vendor Name% you are searching for:
When conducting a search in Banner, you must begin and end the search with a percent sign. Also, the
first (1 st ) letter in each word is uppercase. This is true for all Banner searches,and both, are very
important to remember!!
For example, to locate Dell Marketing LP, key in: %Dell%
In this example, the search will locate every vendor with the word Dell
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Click here:
Query
Then click
here: Execute
After you key in the %Vendor Name% you are searching for, click on Query, then Execute
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Double
click here
Double click on the 700# or the Vendor Name
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Next Block
Note the vendor information is now populated; click Next Block to proceed to next screen
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Note the
requisition #
This is the Commodity and Accounting screen:
This screen allows you to enter the items you are ordering and the accounting information you are
obligating
Note: The automatically assigned requisition number appears on this screen, you are encouraged to
make note of the requisition number!
15

Click here
to begin
Enter the commodity code for the item(s) you are ordering:
Click the drop down arrow to begin search
16

Click here
Click on Commodity Validation (FTVCOMM)
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You can scroll down until you locate a commodity similar to that you are ordering (can be timely) or you
can query (quicker)
Note: 7‐digit commodity codes are off limits for this type of requisition!
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Click here to
enter query
Click Enter Query to enter the query mode
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Tab to Description
section
Tab to Description section then enter the %Description% you are searching for:
When conducting a search in Banner, you must begin and end the search with a percent sign. Also, the
first (1 st ) letter in each word is uppercase. This is true for all Banner searches, and both, are very
important to remember!!
For example, to locate a Desktop computer from Dell, key in: %Desktop%
In this example, the search will locate every commodity with the word Desktop
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Click here to
execute query
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Double click here
Double click the Commodity Code or Description that is similar to the item you are ordering
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Commodity screen populates with selected commodity
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Tab to the Description field…change the description to exactly what you are ordering (use the item text
if you need more space) See page 25 for entering item text
Tab then enter the Unit of Measure, Quantity, and Unit Price.
Continue to Tab until you return to the first block under Commodity.
Arrow down ↓ if have more commodities to enter…..repeat from page 16
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Click here
Click here
If required, enter Item Text…Item Text is information that pertains to the Description line
Click Options, then Click Item Text
25

Click here
Click Next Block
26

Enter text
Enter required text
If necessary, arrow down ↓to the next line to continue entering text
27

Click here
Click here
When done entering Text, click X to Exit then click Yes to save changes you made
28

Click here
Click OK to complete transaction and return to previous form
29

Note
Note: Item Text is checked
30

Click here
Click here
If required, enter Document Text…Document Text is information the pertains to the entire document or
requisition
Click Options, then Click Document Text
31

Click here
Click Next Block
32

Enter text
Enter required text
If necessary, arrow down ↓to the next line to continue entering text
33

Click here
Click here
When done entering Text, click X to Exit then click Yes to save the changes you made
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Click here
Click OK to complete transaction and return to previous form
35

Click here
Note
Note: Document Text is checked
Click Next Block to move to the FOAPAL area
36

Note
As you see, information is already populated in the FOAPAL area
Tab to enter or change accounting info, continue to Tab until cursor returns to first box or block on
FOAPAL line
Note: Account #s beginning with 74 is only used for an item that is $5K or more. An item that is $5K or
more is considered a UCM fixed asset, requires an inventory tag.
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Zero out
Arrow
down
here
Once cursor is back to the first box or block on the FOAPAL line, arrow down ↓ to zero out the
Remaining Commodity Amount (this action is required to balance the accounting total)
38

Arrow
up here
Arrow up ↑to complete the zero out process
39

Next Block
Note
Note: the Remaining Commodity Amount is now zero
Click Next Block
40

This is the Balancing/Completion screen
41

Must be Balanced
to process
Click
here
L@@k here
for any errors
Requisition Status must indicate Balanced to process (if not balanced, check for any errors at the bottom
of the screen)
Correct any errors…
Click Complete
42

Note
Note: Done….Document completed and forwarded to the Posting process
Congratulations! You have completed a Banner requisition…the completed requisition is forwarded to
the Procurement Department for processing.
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