eva Purchasing & Banner Receiving Manual

Size: px
Start display at page:

Download "eva Purchasing & Banner Receiving Manual"

Transcription

1 eva Purchasing & Banner Receiving Manual

2 Compliance Employees are responsible for knowing and complying with established University and State policies and procedures when creating/approving requisitions and/or purchase orders, completing receiving reports, requesting/approving a direct payment (e.g. personal reimbursement), requesting/approving a travel reimbursement, authorizing/making corporate card (i.e. P-card and travel card) charges, or approving another employee's P-card transactions (authorized approver). Employees involved in the procurement process are responsible for proper planning to ensure that they initiate the requirement sufficiently in advance to allow necessary internal approval(s), administrative/procurement leadtime, and vendor delivery leadtime. Failure to plan does not constitute an emergency or sole source procurement. All documentation provided in support of a procurement or payment transaction must be factual and becomes public information. Vendors routinely review procurement files to satisfy themselves that the procurement was conducted fairly, ethically, and consistent with procedures. Falsifying any documentation (e.g. providing non-factual documentation supporting a purchase transaction, altering/creating vendor invoices, improper receiving of goods/services, etc.), are serious breaches of policy. Failure to comply with established University and State policies and procedures may result in revocation of the employee s system access to eva and/or corporate card privileges, even for a first offense. Deliberate or recurring noncompliance or failure to perform required duties may constitute cause for disciplinary action up to and including termination in accordance with the Employee Standards of Conduct, the University s Rules and Procedures, the Promotion and Tenure Policies and Procedures, the University Policy for Administrative and Professional Faculty and Faculty Holding Administrative Appointments, and/or any other applicable University procedure.

3 Table of Contents A. Login to eva B. Purchasing Card Setup C. Non Catalog Order D. Un-registered Vendor Order (Used to process non-registered Vendor pcard orders) E. Punch-Out Catalog Order F. Change Orders G. Vendor Search I. eva II. Banner (FTMVEND) H. Full Receiving I. Partial Receiving J. Adjust Receiving K. Deleting Incomplete Receiving L. Purchase Order Query Screen FOIDOCH M. Helpful Hints

4 A. Login Instructions May 18, 2012 Virginia Commonwealth University A-1

5 Login to eva as a Buyer Login using lowercase letters After you Login this dialog box appears If you get locked out of your account click on the Password Problems? Link. Click Yes A-2

6 B. Purchasing Card Setup May 18, 2012 Virginia Commonwealth University B-1

7 Click on Preferences on this screen. Note: You should only add your Purchasing Card information to your eva account. You should not have anyone else s card, information stored in your preferences. B-2

8 Click Mange PCard Information. B-3

9 Click Create New PCard. B-4

10 Enter your PCard Number on the first line and confirm your PCard Number on the second line. B-5

11 Enter a unique name that you would like to name your PCard. B-6

12 PCard Holder Name: Enter your name as it appears on the card. Personal Liability: Defaults to no. PCard Type: Defaults to Purchase Card. Expiration Date: Enter the expiration date as it appears on your card. Note: you will need to update the expiration when the Pcard expires. Click Submit B-7

13 This screen shows that your PCard information is updated click OK. B-8

14 The PCard information will update over night. You will not see it on your Shop Now screen until the next day. If you have more than one card, select Create New PCard to add additional cards. B-9

15 When your purchasing card information has updated this screen will show the added PCard information. *NOTE: If you use the Purchasing card:* 1) The order will require the Account Code and Index Code. 2) The order will still follow the same Approval Flow. 3) The order will not go over to Banner. B-10

16 C. Non Catalog Order July 13, 2016 Virginia Commonwealth University C-1

17 Click emall (Shop Now) to start creating your requisition. C-2

18 You can either click on Requisition on the left side of the screen OR Create at the top of the screen. C-3

19 Title: Name this a title that would be unique to you and your area. On Behalf of: Will default to your name (should not be changed) Use PCard: Uncheck the box if you will not be using you Purchasing Card. (This box will only be visible if you have loaded your PCard information in your Preferences.) See section B for directions. PCard number: Will default. Agency: Will default to 236, which is VCU s agency number and should not be changed. Fiscal Year: Will default to the current fiscal year. PO Category: R01 unless the item is on the exempt list. If the order is for an exempt category item use X02. Procurement Transaction Type: select appropriate transaction type. Click Next once you have entered all the information. C-4

20 Click Create Non-Catalog Item. C-5

21 Full Description: Enter the description of the item you are ordering. The description should be descriptive, so that electronic Vendors will understand your order. Also, the first 50 characters in this field will be the only information in this field that will be sent to Banner. Commodity Code: Click on the drop down box beside of commodity. To search for codes you will click on Search for more. C-6

22 Once you select Search for more it will take you to the screen to choose a commodity code. In the box with Field: Name put in the product or service you are ordering. Once you type in the name of the item then click Search. C-7

23 Once you click the Search box a list of commodities will be displayed. Click Select next to the appropriate commodity description. The Commodity Code is filled in by your selection. C-8

24 Click on the drop down box next to Supplier to select your Supplier (Vendor) and select Search for more. C-9

25 Choose the Supplier you would like to purchase from. You can do a search in the Field: Supplier Name box by the Supplier name or TIN. (Note: The best way to search is by TIN) C-10

26 Once you select the Supplier you need to make sure the contact information is correct. Click on the select box next to contact. If the registration type is Self Registered the po category should be (R01) if it is State entered the po category should be (R01). (Note: If you are doing a State entered Vendor order the Banner V# must be on the line(s) in the Non-registered Vendor DUNS# box.) Add contract numbers to orders when you know what the correct contract number is. You select the Contract list drop down box and select not on list and this will bring a box up in the Contract # field to type in the contract number. C-11

27 C-12

28 This is the screen you will go to choose your contact information. Choose the ordering address by clicking on the Select box next to the correct address. You should never click New when doing a self registered Vendor order or state entered Vendor order. C-13

29 Supplier Part Number: Is not required, but can be used for part number if you have one. Contract #: Is not required, but can be used for a contract number if you have one. Supplier Auxiliary Part ID: Is not required, but can be used if you have the information. Quantity: Enter the quantity of what you are ordering. Unit of Measure: Enter in the unit of measure. To search for other units, click on the field or use the drop down arrow. The pull-down list will store recently used units. Price: Enter the UNIT price. Click UPDATE TOTAL Click OK C-14

30 You will be back on the screen below click Checkout. C-15

31 This is Checkout review your order for accuracy. To add additional lines check your existing line and click Copy. After you copy the item put a check in the box beside the copied line item. Click Edit. This will allow you to modify the copied line item. Put a check in the No. box to enter accounting for the whole order and select Edit Make sure you to select the correct po category. Registration type of Self registered is R01. C-16

32 Click on select to find the 6 Digit Index Code if you know the code you can type it in box. Click on select to find the Account Code if you know the code you can type it. After you have completed everything on this screen click Next. C-17

33 Confirm that the 6 digit index code and account code are correct and click Done. C-18

34 If you are going to use split accounting click Prev on the top of the Checkout screen. Select the line you would like to split by clicking Split Accounting for the appropriate line. C-19

35 If using split accounting change it to dollar amount only. eva will allow you to split by the other options listed, but the information sent to Banner needs to be in dollar amounts. (Ex. Second screenshot below) To add more split lines click Add Split once all lines have been updated click Update. If all split lines have been added click OK. C-20

36 If everything is finalized, click Next to proceed to checkout. C-21

37 Scroll down to the bottom of the Checkout screen Confirm the Ship To and Deliver To information and add Need by Date and any comments in the appropriate boxes. Also, remember to check the appropriate box if you want your comments to be visible to the vendor. Once everything is complete click the Submit button and you have completed your order. C-22

38 This is the screen once your order is submitted. To view the status of your order, select View. C-23

39 Now, you can see that your order is waiting to be approved in the To Do tab. Only the orders that are to non-electronic Vendors will come back for a final approval. Click Approve and follow the prompts. C-24

40 Once your order has been approved, you can see the order under My Documents and the status should be Ordered. Note: Do not give out the EP# until the order status shows Ordered and it is available in Banner. Click on the PR number or Title of the order you would like to print. C-25

41 Click on the EP# or PCO# on the line item to print a copy of the order. C-26

42 Click on Print. C-27

43 You will have another screen open up with the print out of your report. C-28

44 D. Un-Registered Vendor Order Used to process non-registered Vendor pcard orders March 21, 2016 D-1

45 Click emall (Shop Now) to start creating your requisition. D-2

46 You can either click on Requisition on the left side of the screen OR Create at the top of the screen. D-3

47 Title: Name this a title that would be unique to you and your area. On Behalf of: Will default to your name (should not be changed) Use PCard: Uncheck the box if you will not be using you Purchasing Card. (This box will only be visible if you have loaded your PCard information in your Preferences.) See section B for directions. PCard number: Will default. Agency: Will default to 236, which is VCU s agency number and should not be changed. Fiscal Year: Will default to the current fiscal year. PO Category: X02 if for an exempt category item or R01 for all other non-registered pcard orders. Procurement Transaction Type: select appropriate transaction type. Confirming Order; Do Not Duplicate: select if doing a confirming order. Click Next once you have entered all the information. D-4

48 Click Create Non-Catalog Item. D-5

49 Full Description: Enter the description of the item you are ordering. The description should be descriptive, so that electronic Vendors will understand your order. Also, the first 50 characters in this field will be the only information in this field that will be sent to Banner. Commodity Code: Click on the drop down box beside of commodity. To search for codes you will click on Search for more. D-6

50 Click on the drop down box beside of Supplier and select Search for more. D-7

51 Click New to add the Supplier (Vendor). D-8

52 Create the Un-registered vendor. You must enter the Supplier Name only. All other fields are not required. This information will not be saved. D-9

53 Now the Supplier has been added, click Select. The new Supplier will be at the bottom to select. D-10

54 Click select to add the location information. D-11

55 Click New to create contact information. D-12

56 You must enter all the fields. You need a valid address and Tax Id Number. The Phone number needs to be 10 digits separated with dashes. The Tax Id # needs to be 9 digits with no spaces. * For non-registered Pcard orders use the Federal Tax ID# of D-13

57 Leave the DUNS# field blank Once you have entered all the correct information in the fields, click Save. D-14

58 Once the information is saved, click Select. D-15

59 Fill in other fields as needed. Be sure to click Update Total after you have entered your quantity and price. Click OK. D-16

60 You will be back on the screen below click Checkout. D-17

61 If you need to add more line after you have entered your first line item on your order you will put a check in the box beside the line item. Click Copy. *This is very important so your order has the same PCO# for all the lines.* D-18

62 After you copy the item put a check in the box beside the copied line item. This will make an exact duplicate of the line copied. Click Edit. This will allow you to modify the copied line item. D-19

63 You will typically modify the Description, Quantity, Unit of Measure, Price and Commodity Code fields with the next item you would like to order from this Supplier. A Supplier change is not acceptable. You must create a new Requisition if you want to order from a different Supplier. After you have made all of your changes click OK. D-20

64 Repeat the previous steps if you require additional lines. Scroll down to the bottom of the page and put a check in the first box. This will put a check in all the boxes next to each line item. Click Edit. D-21

65 Scroll down to the bottom of the page and add your accounting information there are no dashes in the Index Code. NOTE: Split Accounting is not available for the entire order only by line item. Click Next. D-22

66 This screen indicates that the new accounting information has been added to each line item. Review the accounting information for accuracy. Click Done. D-23

67 Ship to: Will default to you, but with the drop down you can select another building. Deliver to: Will default to your information, but can be changed by typing over the information. Put your room number first and then you last name. Enter the Need-by-date. You may add comments in the Comments Box. You must put a check in the appropriate box, if the information is to be submitted to the Supplier. Click Submit. D-24

68 This is the screen you will get once you have submitted your order. To view the status of your order, select View. D-25

69 If you are the creator of the requisition you will need to go to the To Do section of eva and approve your order after the department Approver has finished approving so, you receive PCO#. Click Approve and follow the prompts. D-26

70 Once your order has been approved, you can see the order under My Documents and the status should be Ordered. Note: Do not give out the EP# until the order status shows Ordered and the order is in Banner. Click on the PR number or Title of the order you would like to print. D-27

71 Click on the PCO# on the line item to print a copy of the order. D-28

72 Click on Print. D-29

73 E. Punch-out Catalog Order October 1, 2013 Virginia Commonwealth University E-1

74 Complete the Title Page. Click PunchOut Catalogs. E-2

75 Type in the name of the Supplier and then click Search. Choose the Supplier (Vendor) you are looking for by clicking on the supplier s name. This will take you to the Supplier s Website. E-3

76 Once you get to the Supplier s Website you can search for the item(s) you are purchasing. E-4

77 Each Website is uniquely designed, so you may be asked to complete information before submitting your order. On the example below, once you have finalized your order you must click Submit to Requisition. This will submit your order to eva. E-5

78 You will be back on the screen below click Checkout. E-6

79 The items that you selected from the Supplier s website are carried over to your eva requisition. The items are not editable. To make changes you must go back to the Supplier s PunchOut catalog. Also, you cannot order from different Supplier s. To add Accounting details place a check in the box for the line item and click Edit. E-7

80 Scroll down and add Index Code and Account Code in the spaces provided. Click OK. Use the Add comment section to state if you would like to have Shipping/Freight paid or not paid. Do not select visible to supplier. *Do not create a shipping/freight line on Punch Out orders only add a comment in the comments section.* E-8

81 Scroll down to the bottom of the screen. Confirm the Ship to and Deliver to information and add Need by Date and any comments in the appropriate boxes. Also, remember to check the appropriate box if you want your comments to be sent to the Vendor. Click Submit. *Note: All PunchOut catalog orders are submitted electronically to the Supplier and you cannot process change orders on Punch Out orders* E-9

82 F. Change Orders June 10, 2015 F-1

83 Go to My Documents at the bottom on my home tab to find the order. Click on the PR number that you are making the change to. F-2

84 Once you click on the PR number you will get this screen. Click Change to make your changes to the order. F-3

85 Click OK to confirm that this is the order you want to change. F-4

86 Once you get to this screen scroll down to the bottom. F-5

87 If you want to edit the line put a check in the box and click Edit. If you want to add another line, click Copy. If you want to delete a line change the price to zero. F-6

88 You may change the Description, Quantity, Unit of Measure, Price or Commodity Code. *You cannot change the Supplier or Contact.* Once you have made your changes, click OK. F-7

89 You can see your changes on this screen. F-8

90 Scroll down to the Comments field and give the reason for your change and put a check in the appropriate box. Click Submit. F-9

91 Your change order has been submitted for approval. F-10

92 This screen shows that the order is waiting for approval and you can see that a V2 has been assigned to show that this is a second version to this order. Change orders take 2 days from the approval date to show up in Banner. F-11

93 & Banner Finance G. Vendor Search I. eva II. Banner (FTMVEND) May 6, 2014 G. I-1

94 G.I eva Vendor Search Click on Reports and Resource Center. G. I-2

95 Open the report General Vendor Information (101) G. I-3

96 Select I want data for one vendor Select Vendor Tax ID Enter in the Vendor s Tax Identification Number (TIN). *Searching by the TIN# is the best way to search, contact the Vendor to get the information. Run the Report G. I-4

97 If the Vendor is in eva their name will show up on the screen with all of their information. Click on the eva Vendor ID to verify the correct address. Verify Vendor Registration type Self- Registered (R01) or State-entered (R01). G. I-5

98 If Vendor is not found in eva, but is already in Banner contact Vendor create at with the Banner V#. If Vendor is not found in eva and is not in Banner, the department is responsible for obtaining a W-9 or a completed substitute W-9 form from the vendor. The W-9 or substitute W-9 must be submitted to Vendor Create at Please allow at least 48 hours to have the Vendor created in the systems. Once created you will receive an notification from Procurement Services. G. I-6

99 G. II Banner Vendor Search Vendor Search Open FTMVEND Form 1. Start Banner by going to 2. When the main menu (GUAGMNU) appears, open the FTMVEND form. Go method: a. Type FTMVEND in the Go field. b. Press ; the FTMVEND form appears. Menu Navigation method click the following items to open them: a. SCT Banner b. Financial [*FINANCE] c. Accounts Payable [*FINAP] d. Accounts Payable Table Maintenance [*FINAPTAB] e. Double-click Vendor Maintenance [FTMVEND] to open it. The key block of the FTEMVEND form appears. G. I-7

100 Go method, enter FTMVEND here and press Menu Navigation method, open menus and click Journal Voucher Quick [FTMVEND]. G. I-8

101 Select the down arrow to go to the Search form. G. I-9

102 TAB to the Last Name field Enter the name of the Vendor. This field is case sensitive. Enter a % sign at the end of the Vendor name to search for the first word of the name. Enter a % before and after the Vendor name to search for that word to be in any part of the name. Select Execute Query. G. I-10

103 Select the vendor from the list by double clicking on the ID number or Name. G. I-11

104 The vendor is inserted into the FTMVEND form. Select Next Block or press +. G. I-12

105 The vendor information populates at the bottom of the form. G. I-13

106 Select the Address tab to see the address of the vendor. Verify this is your vendor. The Registration Number is the DUNs#. G. I-14

107 To search for another vendor, select the Rollback icon in the top menu. G. I-15

108 Select the down arrow to search for another vendor G. I-16

109 Banner Finance H. Full Receiving Virginia Commonwealth University May 18, 2012 Banner Finance, Posting Receiving H-1

110 Department Banner Receiving Guidelines The receiving function is an important and necessary control in ensuring funds are expended appropriately. Receivers should view and inspect all items to verify receipt. If the Receiver is not certain of receipt, supporting documentation such as an from the employee (other than the Approver) who did verify receipt must be obtained. Receiving needs to be completed as soon as the merchandise or service has been delivered. Not receiving in a timely manner will delay payment to the Vendor. Verify merchandise or service was received before processing receiving report. Packing slip for goods or from the individual that received the merchandise or service should be included in the departmental files. Receiving should not be completed in Banner unless the Departmental Receiver has knowledge that the merchandise or service was delivered. No Banner Receiver Report should be completed from a verbal request. Banner Finance, Posting Receiving H-2

111 Posting Receiving Opening The FPARCVD Form 1. Start Banner by going to 2. When the main menu (GUAGMNU) appears, open the FPARCVD form. Go method: a. Type FPARCVD in the Go field. b. Press ; the FPARCVD form appears. Menu Navigation method click the following items to open them: a. SCT Banner b. Finance System Menu [*FINANCE] c. Purchasing and Procurement [*FINPURCH] d. Receiving Processing [*FINRECV] e. Double-click Receiving Goods [FPARCVD] to open it. The key block of the FPARCVD form appears. Go method, enter FPARCVD here and press. Menu Navigation method, open menus and click Journal Voucher Quick [FPARCVD] Banner Finance, Posting Receiving H-3

112 Open a Receiving Document: Type NEXT in the Receiver Document Code field to assign a document number. Click (Next Block) or press +. Banner Finance, Posting Receiving H-4

113 A new Receiver Document Code is assigned. Click (Next Block) or press + to advance to the Receiving Header. The Date Received is defaulted to today s date. This can be modified. The Received By field defaults to the person who logged in. This cannot be modified. The Receiving Method and Carrier are not required fields. Click (Next Block) or press + to advance to Packing Slip. Banner Finance, Posting Receiving H-5

114 Enter the packing slip information into the Packing Slip field. This can be numbers and/or letters. If no packing slip is received, enter information that will help your department identify the goods or service. Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving H-6

115 Enter Purchase Order number. Press the Buyer and Vendor fields. Receive Items selection is defaulted.. The PO information will populate Banner Finance, Posting Receiving H-7

116 Select Purchase Order Items [FPCRCVP] from top menu under Options. A new page will open. Banner Finance, Posting Receiving H-8

117 To Receive all Items select Receive All. Select Save Banner Finance, Posting Receiving H-9

118 The box will indicate that your line items have been saved. Select OK. Click to exit screen. Banner Finance, Posting Receiving H-10

119 Click (Next Block) or press + to advance to next Form. Banner Finance, Posting Receiving H-11

120 Each line on your Purchase order is shown individually. The Final Received flag is selected as a default. The Ordered amount is defaulted as Quantity Received. UOM is defaulted to Purchase Order choice. Click (Next Block) or press + Banner Finance, Posting Receiving H-12

121 Click (Complete). Banner Finance, Posting Receiving H-13

122 The message on Auto Help Line should indicate that the document has been completed. Click (Exit) to return to the Main Menu. Banner Finance, Posting Receiving H-14

123 Banner Finance I. Partial Receiving Virginia Commonwealth University May 18, 2012 Banner Finance, Posting Receiving I-1

124 Department Banner Receiving Guidelines The receiving function is an important and necessary control in ensuring funds are expended appropriately. Receivers should view and inspect all items to verify receipt. If the Receiver is not certain of receipt, supporting documentation such as an from the employee (other than the Approver) who did verify receipt must be obtained. Receiving needs to be completed as soon as the merchandise or service has been delivered. Not receiving in a timely manner will delay payment to the Vendor. Verify merchandise or service was received before processing receiving report. Packing slip for goods or from the individual that received the merchandise or service should be included in the departmental files. Receiving should not be completed in Banner unless the Departmental Receiver has knowledge that the merchandise or service was delivered. No Banner Receiver Report should be completed from a verbal request. Banner Finance, Posting Receiving I-2

125 Posting Receiving Opening The FPARCVD Form 1. Start Banner by going to 2. When the main menu (GUAGMNU) appears, open the FPARCVD form. Go method: a. Type FPARCVD in the Go field. b. Press ; the FPARCVD form appears. Menu Navigation method click the following items to open them: a. SCT Banner b. Finance System Menu [*FINANCE] c. Purchasing and Procurement [*FINPURCH] d. Receiving Processing [*FINRECV] e. Double-click Receiving Goods [FPARCVD] to open it. The key block of the FPARCVD form appears. Go method, enter FPARCVD here and press. Menu Navigation method, open menus and click Journal Voucher Quick [FPARCVD] Banner Finance, Posting Receiving I-3

126 Open a Receiving Document: Type NEXT in the Receiver Document Code field to assign a document number. Click (Next Block) or press +. Banner Finance, Posting Receiving I-4

127 A new Receiver Document Code is assigned. Click (Next Block) or press + to advance to the Receiving Header. The Date Received is defaulted to today s date. This can be modified. The Received By field defaults to the person who logged in. This cannot be modified. The Receiving Method and Carrier are not required fields. Click (Next Block) or press + to advance to Packing Slip. Banner Finance, Posting Receiving I-5

128 Enter the packing slip information into the Packing Slip field. This can be numbers and/or letters. If no packing slip is received, enter information that will help your department identify the goods or service. Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving I-6

129 Enter Purchase Order number. Press the Buyer and Vendor fields. Receive Items selection is defaulted.. The PO information will populate Banner Finance, Posting Receiving I-7

130 Select Purchase Order Items [FPCRCVP] from top menu under Options. A new page will open. Banner Finance, Posting Receiving I-8

131 Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving I-9

132 Select the line you need to receive items on by checking Add Item. *This selects the line to be moved to the Commodity Review Page* Banner Finance, Posting Receiving I-10

133 Select more lines if necessary. Select Save. Banner Finance, Posting Receiving I-11

134 The line items Saved will disappear from this page. The bottom message indicates they have been applied and saved. Select Exit to return to Receiving Form. Banner Finance, Posting Receiving I-12

135 Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving I-13

136 Tab to navigate to each box. Indicate Quantity Received in Current box. Tab to select U/M. Use scroll bar on the side to navigate to each line item. *If Partial Receiving, Do not select Final Received * Banner Finance, Posting Receiving I-14

137 Review all line items to ensure accurate amount received, Final Receiving if required and Unit of Measure. Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving I-15

138 Click (Complete) Banner Finance, Posting Receiving I-16

139 The message on Auto Help Line should indicate that the document has been completed. Click (Exit) to return to the Main Menu. Banner Finance, Posting Receiving I-17

140 Banner Finance J. Adjust Receiving Virginia Commonwealth University May 18, 2012 Banner Finance, Posting Receiving J-1

141 Department Banner Receiving Guidelines The receiving function is an important and necessary control in ensuring funds are expended appropriately. Receivers should view and inspect all items to verify receipt. If the Receiver is not certain of receipt, supporting documentation such as an from the employee (other than the Approver) who did verify receipt must be obtained. Receiving needs to be completed as soon as the merchandise or service has been delivered. Not receiving in a timely manner will delay payment to the Vendor. Verify merchandise or service was received before processing receiving report. Packing slip for goods or from the individual that received the merchandise or service should be included in the departmental files. Receiving should not be completed in Banner unless the Departmental Receiver has knowledge that the merchandise or service was delivered. No Banner Receiver Report should be completed from a verbal request. Banner Finance, Posting Receiving J-2

142 Posting Receiving Opening The FPARCVD Form 1. Start Banner by going to 2. When the main menu (GUAGMNU) appears, open the FPARCVD form. Go method: a. Type FPARCVD in the Go field. b. Press ; the FPARCVD form appears. Menu Navigation method click the following items to open them: a. SCT Banner b. Financial [*FINANCE] c. Procurement and Payment [*FINPURCH] d. Receiving Processing [*FINRECV] e. Double-click Receiving Goods [FPARCVD] to open it. The key block of the FPARCVD form appears. Go method, enter FPARCVD here and press. Menu Navigation method, open menus and click Journal Voucher Quick [FPARCVD] Banner Finance, Posting Receiving J-3

143 Open a Receiving Document: Type NEXT in the Receiver Document Code field to assign a document number. Click (Next Block) or press +. Banner Finance, Posting Receiving J-4

144 A new Receiver Document Code is assigned. Click (Next Block) or press + to advance to the Receiving Header. The Date Received is defaulted to today s date. This can be modified. The Received By field defaults to the person who logged in. This cannot be modified. The Receiving Method and Carrier are not required fields. Click (Next Block) or press + to advance to Packing Slip. Banner Finance, Posting Receiving J-5

145 Enter the packing slip information into the Packing Slip field. This can be numbers and/or letters. If no packing slip is received, enter information that will help your department identify the goods or service. Click (Next Block) or press + to advance to Purchase Order field. Banner Finance, Posting Receiving J-6

146 Enter Purchase Order number of an order that has already been partially or fully received. Press. The PO information will populate the Buyer and Vendor fields. Receive Items selection is defaulted. Banner Finance, Posting Receiving J-7

147 Select Adjust Items at the bottom of the page Select Purchase Order Items [FPCRCVP] from top menu under Options. A new page will open. Banner Finance, Posting Receiving J-8

148 Click (Next Block) or press + to advance to the Line Item selection Banner Finance, Posting Receiving J-9

149 Quantity Accepted indicates the amount that has been received previously. Select Add Item next to the line(s) that need to be Modified or Voided Select Save Banner Finance, Posting Receiving J-10

150 It will indicate that the lines you selected have been saved Select OK Banner Finance, Posting Receiving J-11

151 Select Exit to return to Receiving Form Banner Finance, Posting Receiving J-12

152 Click (Next Block) or press + to advance to next Form. Banner Finance, Posting Receiving J-13

153 Tab to navigate to each field. Indicate a Negative Amount in Quantity Received in Adjusted field. Use scroll bar on the side to navigate to each line item. Banner Finance, Posting Receiving J-14

154 If Voiding Receiving, ensure that all lines have been Adjusted. Click (Next Block) or press + to advance. Banner Finance, Posting Receiving J-15

155 Click (Complete) Banner Finance, Posting Receiving J-16

156 The message on Auto Help Line should indicate that the document has been completed. Click (Exit) to return to the Main Menu. Banner Finance, Posting Receiving J-17

157 Banner Finance K. Deleting Incomplete Receiving Virginia Commonwealth University May 18, 2012 Banner Finance, Posting Receiving K-1

158 Department Banner Receiving Guidelines The receiving function is an important and necessary control in ensuring funds are expended appropriately. Receivers should view and inspect all items to verify receipt. If the Receiver is not certain of receipt, supporting documentation such as an from the employee (other than the Approver) who did verify receipt must be obtained. Receiving needs to be completed as soon as the merchandise or service has been delivered. Not receiving in a timely manner will delay payment to the Vendor. Verify merchandise or service was received before processing receiving report. Packing slip for goods or from the individual that received the merchandise or service should be included in the departmental files. Receiving should not be completed in Banner unless the Departmental Receiver has knowledge that the merchandise or service was delivered. No Banner Receiver Report should be completed from a verbal request. Banner Finance, Posting Receiving K-2

159 Deleting Incomplete Receiving Check FOIDOCH to see if you have any incomplete receiving document codes. If the Status field is empty that is an incomplete receiver. Banner Finance, Posting Receiving K-3

160 Go to FPARCVD and open the Receiving Document you need to delete: Type the Y# in the Receiver Document Code field. Click (Next Block once) or press +. Banner Finance, Posting Receiving K-4

161 Select Remove from the top menu under Record Banner Finance, Posting Receiving K-5

162 The message on Auto Help Line should indicate that the document has been deleted. Banner Finance, Posting Receiving K-6

163 Banner Finance L. Purchase Order Query May 18, 2012 Virginia Commonwealth University L-1

164 Banner Query Screen Opening FOIDOCH Form 1. Start Banner by going to 2. When the main menu (GUAGMNU) appears, open the FOIDOCH form. Go method: a. Type FOIDOCH in the Go field. b. Press ; the FOIDOCH form appears. Menu Navigation method click the following items to open them: a. SCT Banner b. Finance System Menu [*FINANCE] c. Purchasing and Procurement [*FINPURCH] d. Purchase Order Processing [*FINPO] e. Purchasing Query [*FINPOQRY] f. Double-click Document History [FOIDOCH] to open it. The key block of the FOIDOCH form appears. Go method, enter FOIDOCH here and press Menu Navigation method, open menus and click Journal Voucher Quick [FOIDOCH]. L-2

165 Open a Query Type PO in the Document Type to assign the type of document you are querying. Press Tab on your keyboard to go to the Document Code field. This is where you will put in the Purchase Order Number you are querying. Select Next Block to populate the Purchase Order information. L-3

166 By highlighting the Purchase Order number, the Options menu gives you the Query for the Purchase Order. L-4

167 By highlighting the Invoice number, the Options menu gives you the Query for the Invoicing. L-5

168 Once your Query has opened, to advance to the necessary Forms Click (Next Block) or press +. The Payment Due Date is when the check is cut and mailed to the Vendor. L-6

169 If the Status of the invoice is R the receiving has not been completed or either it is not completed correctly. Note: the list on the right side of the screen shows what each Status Indicators mean. L-7

170 Highlighting the Check number, the Options menu gives you the Query for the Checks. L-8

171 Highlighting the Receiving number, the Options menu gives you the Query for the Receiving. If you have any receiver codes that do not have a C in the status refer to the Deleting Incomplete Receiving section of the manual on steps to remove. L-9

172 Once your Query has opened, to advance to the necessary Forms Click (Next Block) or press +. L-10

173 Click (Next Block) or press +. L-11

174 Click (Next Block) or press +. L-12

175 To exit from the Query and return to FOIDOCH, select the Black X from the top menu. L-13

176 & Banner Finance M. Helpful Hints September 8, 2015 M-1

177 Helpful Hints Departments should not check the box to include comments/attachments on purchase requisitions over $10,000. If this box is checked the comment cannot be deleted by the end user. And the comment cannot be removed by Purchasing The Bypass ERP Integration box should only be selected when instructed to do so by Procurement Services Staff. The New button should only be used for un-registered Vendor information. This button is not used to correct, add, edit or remove information about a self- registered or state entered Vendor. Shipping/Freight should not be added as an additional line on punch-out catalog orders. Accounts Payable will pay this as an additional amount within reason when the Vendor invoices. If a Vendor has a punch-out catalog available in eva it should be utilized. Failure to comply with VCU & State Rule/Regulations may result in temporary or permanent suspension from eva. o Formal or informal violations o Sharing passwords o Purchase card violations o Continued misuse of the system It takes 2 days for change orders to come over to Banner An order will not show up in Banner until is shows a status of Ordered Receiving required report should be used to identify purchase orders that have invoices posted in Banner, but do not have a corresponding receiving report. When creating an order in eva to a non-registered Vendor using a pcard, do not select State-Entered Vendors. This will result in an error message indicating the Vendor does not accept the pcard. When creating non-registered Vendor pcard orders must select the New option to enter the Vendor information. Pcard orders do not integrate to Banner, so no W-9 is required. Do not create State-Entered Vendors for any pcard orders. Bypass integration on foreign Vendor orders after you have verified the Vendor has a Vendor record (V#) created in Banner. If the is not in Banner please send a W-8 form to M-2

University Purchasing Manual How to Enter Requisitions for Purchase Orders

University Purchasing Manual How to Enter Requisitions for Purchase Orders University Purchasing Abilene Christian University Purchasing with Banner Finance BANNER 8.3 University Purchasing Manual How to Enter Requisitions for Purchase Orders Contact Information: ACU Box: 28202

More information

Ariba Frequently Asked Questions (FAQ)

Ariba Frequently Asked Questions (FAQ) Ariba Frequently Asked Questions (FAQ) 1. I am a new user. How do I start using Ariba? 2. How do I update my user profile? 3. How do I verify a vendor is in Ariba? 4. How do I add a new vendor or change

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

SMART Systems SMARTeR eonline Resources Online Ordering

SMART Systems SMARTeR eonline Resources Online Ordering SMART Systems SMARTeR eonline Resources Online Ordering The SMARTeR eonline Resources is a technique for non SMART Finance users to enter requisition or purchase order information. This system currently

More information

Steps for Entering an OnBase Purchase Requisition (PR)

Steps for Entering an OnBase Purchase Requisition (PR) Steps for Entering an OnBase Purchase Requisition (PR) 1. Login to OnBase from BuzzIn. (or Click the Digital Purchase Order link on the InfoPath Forms page and skip to step 5) 2. Click on the drop down

More information

Note: Please click on all folders under Finance to get familiar with all forms.

Note: Please click on all folders under Finance to get familiar with all forms. BANNER 8 1 Click on Internet Explorer and go to banner.wku.edu Login and this screen should display. Product Menu 1. Click the Products Menu Folder. A submenu will display below the folder. 2. Choose Financial

More information

Yo-Mart Training Manual Requestor/Shopper

Yo-Mart Training Manual Requestor/Shopper Yo-Mart Training Manual Requestor/Shopper Login url: http://www.appleap.appstate.edu/yomart_home.html You may also access Yo Mart on the Appleap website by clicking on System Access and then Yo Mart Shopping.

More information

Creating a Requisition (FPAREQN)

Creating a Requisition (FPAREQN) Creating a Requisition (FPAREQN) Navigate to the Requisition Form (FPAREQN) in Banner. NOTE: Do not order warehouse supplies using the Requisition Form (FPAREQN). Step 1 Create a requisition from scratch

More information

3. Windows will automatically select the destination folder for the download. Click Next to proceed with the installation.

3. Windows will automatically select the destination folder for the download. Click Next to proceed with the installation. Welcome to the Banner online purchasing system! The Banner Purchasing module allows users to create purchase orders online. This manual will provide you with the information necessary to process and approve

More information

Sole Source Procurement

Sole Source Procurement Sole Source Procurement A Sole Source Procurement is a purchase made over $5000 without competition when competition is normally required. A Sole Source purchase is justified when there is only one good

More information

BANNER PURCHASING MANUAL. December 2012 (Revised) PURCHASING DEPARTMENT COENEN HALL 140 318 342 5205

BANNER PURCHASING MANUAL. December 2012 (Revised) PURCHASING DEPARTMENT COENEN HALL 140 318 342 5205 BANNER PURCHASING MANUAL December 2012 (Revised) PURCHASING DEPARTMENT COENEN HALL 140 318 342 5205 SCT BANNER SYSTEM BANNER INTRODUCTION: Banner is a suite of products that is replacing what we know as

More information

How to Query Receiving Documents

How to Query Receiving Documents How to Query Receiving Documents Description: Use the Receiving Goods Query Form to query goods received information. Form Name/Direct Access: FPIRCVD Menu: Navigation: Receiving Processing Menu *FINRECV

More information

UNIVERSITY OF CENTRAL OKLAHOMA PROCUREMENT AND PAYMENT SERVICES BANNER REQUISITION USER GUIDE

UNIVERSITY OF CENTRAL OKLAHOMA PROCUREMENT AND PAYMENT SERVICES BANNER REQUISITION USER GUIDE UNIVERSITY OF CENTRAL OKLAHOMA PROCUREMENT AND PAYMENT SERVICES BANNER REQUISITION USER GUIDE Table of Contents: Chapter 1 Forms used for Banner Requisitions. 3 Chapter 2 Navigating and creating a new

More information

PaymentNet Federal Card Solutions Cardholder FAQs

PaymentNet Federal Card Solutions Cardholder FAQs PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How

More information

Purchasing and Procurement Purchase Orders

Purchasing and Procurement Purchase Orders Purchasing and Procurement Purchase Orders Banner Finance Training 2011 Purchase Orders Revised 8/9/2011 Maureen Hudson Definitions of Forms 1. FPAPURR PURCHASE ORDER Enables you to create a purchase order

More information

FROM REQUISIONS TO CHECKS. FPAREQN: End Users create requisitions. Types: Open Order and Regular

FROM REQUISIONS TO CHECKS. FPAREQN: End Users create requisitions. Types: Open Order and Regular FROM REQUISIONS TO CHECKS FPAREQN: End Users create requisitions. Types: Open Order and Regular If a requisition is dis APPROVED at any level in the process, it is routed back to the End User for corrections

More information

CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen.

CREATING NON-PO BASED INVOICES IN AGGIEBUY. Click on the Settlement tab in the menu bar to get to the invoice entry screen. CREATING NON-PO BASED INVOICES IN AGGIEBUY Click on the Settlement tab in the menu bar to get to the invoice entry screen. 1 Invoice Creation: This is where invoices will begin to be entered. For non-po

More information

Procurement Contracts Training Manual PS PeopleSoft 9.1. City of Kansas City, Missouri. December 2013

Procurement Contracts Training Manual PS PeopleSoft 9.1. City of Kansas City, Missouri. December 2013 Procurement Contracts Training Manual PS 2260 PeopleSoft 9.1 City of Kansas City, Missouri December 2013 Mian Shah 513-1186 mian.shah@kcmo.org Table of Contents Tips:... 1 New Features:... 2 Step 1 - Look

More information

Buyer s Guide Contents

Buyer s Guide Contents Buyer s Guide Contents Buyer s Guide... 1 Logging In... 2 Key Concepts... 2 Searching... 3 Product Searching... 3 Supplier Searching... 4 Filling your Shopping Cart... 4 Shopping by Catalog... 4 Shopping

More information

Banner INB Invoice Training SCT Banner Version 6 Summer 2005 http://www.wm.edu/it/banner

Banner INB Invoice Training SCT Banner Version 6 Summer 2005 http://www.wm.edu/it/banner SCT Banner Version 6 Summer 2005 http://www.wm.edu/it/banner July 14, 2005 Page 1 This manual has separate sections for a Direct Pay Invoice (no Purchase Order) and for a Regular Payment Invoice (associated

More information

Copying a Purchase Order to a Requisition

Copying a Purchase Order to a Requisition This guide provides step-by-step procedures for copying a purchase order (PO) to a new requisition (REQ) for processing into a new PO. Be sure to record the new requisition number in your department requisition

More information

Ariba Network PO & Invoice Guide

Ariba Network PO & Invoice Guide Ariba Network PO & Invoice Guide Content Introduction Purchase Order Management Order Confirmations Ship Notices Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice

More information

Purchase Orders Processing. Logging into New World. To log in, go through the City internal website: This is the New World home screen:

Purchase Orders Processing. Logging into New World. To log in, go through the City internal website: This is the New World home screen: Purchase Orders Processing Logging into New World To log in, go through the City internal website: This is the New World home screen: Home screen highlights: My Reports this will give you a listing of

More information

GATEWAY DESK MANUAL. January 2014

GATEWAY DESK MANUAL. January 2014 GATEWAY DESK MANUAL January 2014 University of California, Santa Barbara 3203 Student Affairs and Administrative Services Building (SAASB) Santa Barbara, CA 93106-1150 Vol.1 Christine Griffin and Hannah

More information

These instructions allow you to create a payment or credit memo for a Vendor (payee) with one invoice or credit memo, using Document Level Accounting.

These instructions allow you to create a payment or credit memo for a Vendor (payee) with one invoice or credit memo, using Document Level Accounting. These instructions allow you to create a payment or credit memo for a Vendor (payee) with one invoice or credit memo, using Document Level Accounting. Document Level accounting can be used when the FOAPAL(s)

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Creating a Requisition Purchasing Department

Creating a Requisition Purchasing Department Creating a Requisition Purchasing Department Creating a Requisition Purchasing Department 2009 University of North Florida Center for Professional Development & Training 1 UNF Drive, Jacksonville, Florida

More information

Purchasing Card (P-Card)Training

Purchasing Card (P-Card)Training Purchasing Card (P-Card)Training D E P A R T M E N T O F G E N E R A L S E R V I C E S B U R E A U O F P R O C U R E M E N T J U L Y 2 0 1 5 Course Navigation This course is presented on a series of slides.

More information

CALIFORNIA STATE UNIVERSITY EAST BAY. Campus Marketplace. eprocurement Training for CSU P-card Holders

CALIFORNIA STATE UNIVERSITY EAST BAY. Campus Marketplace. eprocurement Training for CSU P-card Holders CALIFORNIA STATE UNIVERSITY EAST BAY Campus Marketplace eprocurement Training for CSU P-card Holders Fall 2014 Contents ESM Campus Marketplace Overview... 2 How to Log in to the Shopping Site... 2 Catalog

More information

eprocurement Training

eprocurement Training eprocurement Training eprocurement Help Desk 206-685-3558 http://www.washington.edu/admin/stores/eprocurement eprocurement Training Guide Ver. 9r1 1 UW eprocurement Website Do the following to access the

More information

ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06

ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06 LINK FINANCE MODULE FIAP-120 Key Direct Pay Invoices ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06 GENERAL INFORMATION This procedure explains how to pay an invoice directly by using Banner

More information

Accounts Payable / Purchase Order Process Overview. Reference Manual

Accounts Payable / Purchase Order Process Overview. Reference Manual Accounts Payable / Purchase Order Process Overview Reference Manual 1. Proxy Approving 2. Receipt Exceptions 3. Processing Receipts 4. Receipt Batch Errors 5. PO Invoice Processing 5.1 Printing Purchase

More information

TRAINING MANUAL. Requisition Entry. Approving Requisitions. Retrieving Requisitions. Authorized Signers. (Revised May 2003)

TRAINING MANUAL. Requisition Entry. Approving Requisitions. Retrieving Requisitions. Authorized Signers. (Revised May 2003) TRAINING MANUAL Requisition Entry Approving Requisitions Retrieving Requisitions Authorized Signers (Revised May 2003) Copyright 2001 by the University of San Diego. Revised 2003. All rights reserved.

More information

E-PROCUREMENT SU Express

E-PROCUREMENT SU Express WSSU BANNER FINANCE E-PROCUREMENT SU Express Training Exercise Manual Purchasing Services Winston Salem State University July, 2015 Table of Contents What is E-Procurement Page 3 Logging into E-Procurement

More information

Creating an Online Requisition (FPAREQN)

Creating an Online Requisition (FPAREQN) Creating an Online Requisition (FPAREQN) 1. Access the Requisition Entry (FPAREQN) form. Form Name 2. There are two (2) options in the Requisition field: a. Start a New Requisition b. Retrieve a Started

More information

North Dakota University System

North Dakota University System Requisition Process Training Manual 3130 Kilgore Road, Suite 400 Rancho Cordova, CA 95670 916.669.3720 www.maximus.com INTRODUCTION: REQUISITION PROCESS...4 Overview...4 Requisition Defaults... 5 CREATING

More information

How to Receive an eprocurement Blanket Purchase Order (BPO)

How to Receive an eprocurement Blanket Purchase Order (BPO) How to Receive an eprocurement Blanket Purchase Order (BPO) BEFORE YOU START - Important related information Do s and Don ts! Use the Invoice Tab DO click on the Invoice tab to review your invoices. DO

More information

ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System

ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System 1 TABLE OF CONTENTS Chapter CONTACTS......................................................................

More information

Furniture Wizard Security

Furniture Wizard Security Furniture Wizard Security Introduction In this section, we will introduce you to the new security features of Furniture Wizard. Furniture Wizard s security will allow you to set permissions for different

More information

Creating a Blanket Purchase Order (BPO) in eprocurement

Creating a Blanket Purchase Order (BPO) in eprocurement Creating a Blanket Purchase Order (BPO) in eprocurement September, 2015 Course Objectives At the end of this class, users will Understand the purpose of eprocurement Blanket Purchase Orders (BPOs) Understand

More information

Online Purchase Requisitions

Online Purchase Requisitions ProMaster User Guide for Online Purchase Requisitions Table of Contents Who Do I Contact With My Questions?... 2 Creating an Online Purchase Requisition... 3 Creating a vendor that is not in the system...

More information

CPSM MEDITECH Inventory Requisition Options

CPSM MEDITECH Inventory Requisition Options CPSM MEDITECH 5.67 Inventory Requisition Options Contents CPSM Inventory Requisition Options... 2 Process Item Requisition Using a Template... 2 Process Item Requisition Using a Department Code... 14 Process

More information

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview 1. LOGIN... 3 2. GETTING STARTED WITH MANAGE ORDERS... 3 2.1 Creating an order using Create New Order... 4 2.1. Creating an order using Repeat Orders...

More information

Invoices. Item Alerts

Invoices. Item Alerts Invoices Invoices are easily created in Furniture Wizard. Adding customers and new inventory items can be done directly. Click on New Invoice from the main menu. The Invoice Form opens. To create an invoice,

More information

Facility Services Website Quick Guide

Facility Services Website Quick Guide Table of Contents Access to the Facility Services Website...2 Logging into Facility Services Website...2 Changing Your Password...2 Submitting Your Challenge Question...2 The Facility Services Home Page..2

More information

A Supplier s Guide to KCC isupplier

A Supplier s Guide to KCC isupplier A Supplier s Guide to KCC isupplier Creating and Submitting an Invoice 1 Introduction KCC isupplier provides you with an online portal giving you the ability to view all of the purchase orders raised to

More information

Step By Step Guide to Submitting an Electronic Invoice against a Purchase Order through Oracle Fusion

Step By Step Guide to Submitting an Electronic Invoice against a Purchase Order through Oracle Fusion Step By Step Guide to Submitting an Electronic Invoice against a Purchase Order through Oracle Fusion Page 1 of 16 v4.00 July 2015 Introduction This guide is to be used by suppliers to submit electronic

More information

14. Document Query in UniFi Plus (UP)

14. Document Query in UniFi Plus (UP) 14. Document Query in UniFi Plus (UP) Overview Goal Intended Audience The goal of this section is to provide UniFi users with the knowledge to query and track the documents and information they require

More information

Charleston Southern University Procurement Card (P-card) User Guide

Charleston Southern University Procurement Card (P-card) User Guide Charleston Southern University Procurement Card (P-card) User Guide Index Overview. 3 Concepts. 3 Terms.. 4 Processing cycle... 4 Contacts... 4 Logging in 5 Home Page.. 6 Customizing Columns 7 Email Notification

More information

Approver User Guide. Virginia Tech Electronic Business System. November 8, 2010. Help Line: 540-231-2020 Help Desk: hokiemart @vt.

Approver User Guide. Virginia Tech Electronic Business System. November 8, 2010. Help Line: 540-231-2020 Help Desk: hokiemart @vt. Help Line: 540-231-2020 Help Desk: hokiemart @vt.edu Virginia Tech Electronic Business System Approver User Guide November 8, 2010 1 Invent the Future Table of Contents Page Introduction...3 Contact Information...5

More information

James Madison University. JMU Small Purchase Charge Card = eva PCard Jennifer Dellinger 568.7396 dellinjx@jmu.edu

James Madison University. JMU Small Purchase Charge Card = eva PCard Jennifer Dellinger 568.7396 dellinjx@jmu.edu eva Overview James Madison University Contact Information JMU Small Purchase Charge Card = eva PCard Jennifer Dellinger 568.7396 dellinjx@jmu.edu JMU Procurement Services Heather Swierzewski 568.4250 swierzhl@jmu.edu

More information

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide Supply Network Collaboration (SNC) is a web-based SAP application that

More information

Invoicing. Chapter 18. Understanding and Working with Single Invoices. WHY Invoice from the Client Level. HOW to Invoice Without a Policy

Invoicing. Chapter 18. Understanding and Working with Single Invoices. WHY Invoice from the Client Level. HOW to Invoice Without a Policy Invoicing In This Chapter Understanding and Working with Single Invoices Invoicing Binder Bill Understanding and Working with Installment Plans How the Client Balance Summary Screen Works Understanding

More information

Online Ordering Manual

Online Ordering Manual Online Ordering Manual for the Pay-LESS website www.paylessoffice.com Customer Log In... 2-3 Finding Your Account Number... 4 Searching for Products... 5-6 Quick Order... 7-8 Product Comparison... 9-10

More information

Ariba Network Invoice Guide

Ariba Network Invoice Guide Ariba Network Invoice Guide Cognizant 2011 Ariba, Inc. All rights reserved. 2 Agenda Introduction Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice Routing

More information

TOPS Software MICR Check Scanner. Choose Your Check Scanner

TOPS Software MICR Check Scanner. Choose Your Check Scanner TOPS Software MICR Check Scanner Thank you for purchasing the TOPS Check Scanning system. This system will allow you to quickly and accurately enter owner payments. Scanning checks for deposit and posting

More information

Oregon State University. Invoice Approvals. How to Approve Invoices in Banner and Banner Self Service

Oregon State University. Invoice Approvals. How to Approve Invoices in Banner and Banner Self Service Oregon State University Invoice Approvals How to Approve Invoices in Banner and Banner Self Service Business Affairs June 2011 Table of Contents Invoice Approval QRC... 1 Invoice Approval Checklist...

More information

PURCHASING DEPARTMENT

PURCHASING DEPARTMENT PURCHASING DEPARTMENT Requisition Processing Training Guide Revised 8/28/2013 Hampton, Virginia 23668 1 Table of Contents Creating a Requisition 3 Requestor/Delivery Information Form 4 Vendor Information

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Infor Requisition Center. User s Training Manual

Infor Requisition Center. User s Training Manual Infor Requisition Center User s Training Manual TABLE OF CONTENTS Requisition Center User s Manual TABLE OF CONTENTS... 2 PROCESS & SYSTEM OVERVIEW... 3 A. Types of Requisitions... 3 B. Important Changes...

More information

How to Use e-commerce on www.avantormaterials.com

How to Use e-commerce on www.avantormaterials.com How to Use e-commerce on www.avantormaterials.com Welcome to the Avantor Website! Setting up an account, ordering products and checking your order status have never been easier. Simply follow the instructions

More information

FOR PROSPECTIVE VENDORS:

FOR PROSPECTIVE VENDORS: MUNIS: 1 Overview Welcome to the City of Bloomington Vendor Self Service (VSS). VSS gives you web-based access to your personal information and records. Purchase orders, invoices and accounts payable checks

More information

Banner Finance. Banner Navigation... 7. Quick Hints... 10. Managing your Banner Account... 11. Setting Up My Banner... 11

Banner Finance. Banner Navigation... 7. Quick Hints... 10. Managing your Banner Account... 11. Setting Up My Banner... 11 BANNER FINANCE Banner Finance Banner Navigation... 7 Quick Hints... 10 Managing your Banner Account... 11 Setting Up My Banner... 11 Document History [FOIDOCH]... 13 Budget Availability Status [FGIBAVL]...

More information

Accounts Payable FIS Manual

Accounts Payable FIS Manual Accounts Payable FIS Manual Table of Contents Direct Pay Invoice... 3 Regular Pay Invoice (keying against PO)... 11 Credit Memo... 19 Creating a Purchase Order (PO)... 24 Printing a PO... 34 Canceling/Deleting

More information

Placing Orders Using the Standard Forms: Non-Catalog, Blanket, Software

Placing Orders Using the Standard Forms: Non-Catalog, Blanket, Software Placing Orders Using the Standard Forms: Non-Catalog, Blanket, Software Chapter 9 12/4/15 Chapter 9 - Page 1 Section Objectives At the end of this section, you should be able to: Understand the use of

More information

INVOICE PROCESSING. Chapter 16. Introduction... 16-3. Invoice Processing Forms... 16-4. 16 Invoice Processing Menu Navigation Table...

INVOICE PROCESSING. Chapter 16. Introduction... 16-3. Invoice Processing Forms... 16-4. 16 Invoice Processing Menu Navigation Table... INVOICE PROCESSING Introduction... 16-3 16 Menu Navigation Table... 16-4 Invoice/Credit Memo Processing Menu (*FININVS)...16-4 Forms... 16-4 Invoice/Credit Memo Form...(FAAINVE)...16-5 Vendor Invoice Consolidation

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

Finance Self Service Travel Purchase Orders

Finance Self Service Travel Purchase Orders Finance Self Service Travel Purchase Orders Table of Contents Table of Contents... 2 Overview... 3 Objectives... 3 Prerequisites... 3 Intended Audience... 3 University Travel Policy and Procedures... 4

More information

Procurement Cycle. Get Your Hands on MMP. Procurement Services 1

Procurement Cycle. Get Your Hands on MMP. Procurement Services 1 1 Disposal Issue payment Process invoice Define need for goods /services Procurement Cycle Procurement Cycle Goods/ Services received Sourcing /Bidding Select supplier(s) Execute contract/ Place order

More information

Standard Operating Procedure. 1. Purpose

Standard Operating Procedure. 1. Purpose Division of Financial Affairs Financial Transaction SOP: Purchasing, e-shop SOP Owner: Cornell Procurement Services Version Number, Date Revised: #3, 09/15/2014 Updates: Date Section Change 3/5/2012 Purpose,

More information

Banner Travel and Expense Module Traveler User Guide

Banner Travel and Expense Module Traveler User Guide November 2014 Banner Travel and Expense Module Traveler User Guide Oregon State University Business Affairs FA&A Table of Contents Banner Travel and Expense Module Overview... 2 Accessing Travel and Expense

More information

Shopping Non-Catalog Orders Table of Contents

Shopping Non-Catalog Orders Table of Contents Shopping Non-Catalog Orders Table of Contents How to create a Non-Catalog Order... 1 Quick Steps... 1 Adding Non-Catalog items... 1-3 Shopping Cart Header... 4-6 Required Fields... 4 Shopper View... 5

More information

WebInvoicing User Guide

WebInvoicing User Guide WebInvoicing User Guide 042213 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Getting Started...7 Open PointOS... 7 Use the Main Menu... 7 Enter Your Access Code... 8 Close PointOS... 8

Getting Started...7 Open PointOS... 7 Use the Main Menu... 7 Enter Your Access Code... 8 Close PointOS... 8 User Manual Table of Contents Getting Started...7 Open PointOS... 7 Use the Main Menu... 7 Enter Your Access Code... 8 Close PointOS... 8 Using the Time Clock...9 Using the System Prompt for Clocking In

More information

MAS 90 Demo Guide: Purchase Order

MAS 90 Demo Guide: Purchase Order MAS 90 Demo Guide: Purchase Order Purchasing is one of the main driving forces behind many companies, so tracking orders is of vital importance. In this guide we will look at where orders are entered and

More information

Step-by-Step Guide Using Hosted Catalogs for Shopping in CU Marketplace

Step-by-Step Guide Using Hosted Catalogs for Shopping in CU Marketplace In This Guide This guide discusses the hosted catalog shopping process. Topics covered are: Hosted catalog definition Procedure for hosted catalog shopping Hosted catalog shopping process cycles Procedure

More information

PERMISSIONS. FAQs. Topic: CAP Online Store Date: August 2016

PERMISSIONS. FAQs. Topic: CAP Online Store Date: August 2016 Topic: CAP Online Store Date: August 2016 PERMISSIONS How do I get started with ordering in the online store? You may order for yourself anytime! To order for a lab, you must be granted permissions by

More information

Use this procedure to submit an invoice to Ontario Power Generation for materials that have been shipped.

Use this procedure to submit an invoice to Ontario Power Generation for materials that have been shipped. Purpose Use this procedure to submit an invoice to Ontario Power Generation for materials that have been shipped. Prerequisites An Order Confirmation must be created before an Invoice can be submitted

More information

CLARKSON UNIVERSITY P-CARD USER GUIDE P-CARD POLICIES AND PROCEDURES

CLARKSON UNIVERSITY P-CARD USER GUIDE P-CARD POLICIES AND PROCEDURES CLARKSON UNIVERSITY P-CARD USER GUIDE P-CARD POLICIES AND PROCEDURES 1. INTRODUCTION The Clarkson University Procurement Credit Card Program (P-Card) is a procurement tool which offers an alternative to

More information

Receiving a Blanket Purchase Order (BPO) in eprocurement

Receiving a Blanket Purchase Order (BPO) in eprocurement Receiving a Blanket Purchase Order (BPO) in eprocurement September, 2015 1 Course Objectives At the end of this class, users will: Understand how eprocurement Receiving for a Blanket Purchase Order (BPO)

More information

CHAPTER 4: PURCHASE ORDERS

CHAPTER 4: PURCHASE ORDERS Chapter 4: Purchase Orders CHAPTER 4: PURCHASE ORDERS Objectives Introduction The objectives are: Review the various forms and list pages for working with purchase orders. Set up purchasing parameters.

More information

WMATA Supplier Portal. Account Management

WMATA Supplier Portal. Account Management WMATA Supplier Portal The office of Procurement and Materials is dedicated to providing quality goods and services to support WMATA's mission in a professional and ethical manner while striving to exceed

More information

Electronic Attachments Using Banner Document Management Suite (BDMS) Attaching Documentation to Requisitions in Banner

Electronic Attachments Using Banner Document Management Suite (BDMS) Attaching Documentation to Requisitions in Banner Electronic Attachments Using Banner Document Management Suite (BDMS) Banner Document Management Suite (BDMS) can be used to electronically attach documentation to a variety of Banner document types in

More information

Spend Management Vendor Training Guide

Spend Management Vendor Training Guide Prior to being able to access the Spend Management system, you must have registered with LowesLink to obtain a digital certificate for your computer. If you have not yet registered with LowesLink, please

More information

Creating an Online Purchase Requisition with UIWeb 4.3

Creating an Online Purchase Requisition with UIWeb 4.3 Table of Contents IMPORTANT NOTE: As a reminder per WSU Policy: All computer related purchases must be processed using the Technology budget Item Request Form prior to a REQ/PO being cut. Please read about

More information

User Guide to eva Requisitions. Department of Procurement Services

User Guide to eva Requisitions. Department of Procurement Services User Guide to eva Requisitions Department of Procurement Services Updated October 2015 2 eva Introduction eva is Old Dominion University s Sole Procurement Tool: This manual will serve as a stepby-step

More information

Your Guide To P-Card in PeopleSoft 9.2

Your Guide To P-Card in PeopleSoft 9.2 Your Guide To P-Card in PeopleSoft 9.2 Guide to P-Card on PeopleSoft 9.2 Table of Contents GETTING STARTED WITH THE NEW PCARD SYSTEM... 5 PCARD HOME PAGE... 6 APPROVING UNPOSTED TRANSACTIONS... 7 ADDING

More information

PEP 4 Georgia First Marketplace (Sciquest)

PEP 4 Georgia First Marketplace (Sciquest) This course covers the following objectives 1) Reviewing PEP1-PEP3. 2) Introduction to GA First Marketplace. 3) Marketplace Shopper. 4) Marketplace User/Requester. 5) Enhanced Automatic Approval Workflow.

More information

Automated Inventory System

Automated Inventory System Automated Inventory System User Manual Developed by USDA Food and Nutrition Service June 2009 (Incomplete) Table of Contents Welcome Menu Client Services Report System Inventory System Operations Tailgate

More information

Resource Owner. Resource Owner. Resource Owner. Anyone given access

Resource Owner. Resource Owner. Resource Owner. Anyone given access Managing Accounts 1 s in Office 365 A account is an object in the Outlook Calendar that represents a room or a piece of equipment. These room resources are typically small conference rooms belonging to

More information

FINANCIAL MANAGEMENT SYSTEM

FINANCIAL MANAGEMENT SYSTEM FINANCIAL MANAGEMENT SYSTEM VERSION 6.140 This section of the manual is intended to be used as a guide to the facilities available in the SIMS FMS system. Its aim is to give simple instructions for the

More information

BCSD WebMail Documentation

BCSD WebMail Documentation BCSD WebMail Documentation Outlook Web Access is available to all BCSD account holders! Outlook Web Access provides Webbased access to your e-mail, your calendar, your contacts, and the global address

More information

E-Procurement System Tutorial E-Procurement is an online system allows the user to purchase products/services from vendors.

E-Procurement System Tutorial E-Procurement is an online system allows the user to purchase products/services from vendors. E-Procurement System Tutorial E-Procurement is an online system allows the user to purchase products/services from vendors. Creating a Purchase Order Punch out When purchasing from a punch out vendor,

More information

Process: Self Service

Process: Self Service How Do I Login to the Online Vendor Self-Service Application? 1. Using the information provided in the email sent to the primary Contact: Navigate to the URL for the application, the PeopleSoft Sign In

More information

Finance 202 Creating Online Purchase Requisitions User s Guide

Finance 202 Creating Online Purchase Requisitions User s Guide Finance 202 Creating Online Purchase Requisitions User s Guide Revised/December 2010 Welcome to the Purchasing & Procurement Module...3 Who Do I Contact For Help?...3 Obtaining Access...3 Logging Into

More information

Online Scheduling Instructions

Online Scheduling Instructions Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out

More information

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE Contracts and Procurement Procurement Card Program October 2010 Contents Registering your US Bank Visa Pcard on Access Online... 3 Login to the

More information

Bi-Tech. Workflow Requisition/Voucher Approval. User Guide

Bi-Tech. Workflow Requisition/Voucher Approval. User Guide Bi-Tech Workflow Requisition/Voucher Approval User Guide Last Updated: 07/25/2011 TABLE OF CONTENTS Approve Purchase Request Through Outlook or Webmail... 3 Approve Purchase Request Through the Task List...

More information

On-Line Purchasing User Reference Manual

On-Line Purchasing User Reference Manual On-Line Purchasing User Reference Manual (8/11) Table of Contents Introduction....3 Accessing the University Information System (UIS) 4 Login University Information System...5 Creating a Purchase Requisition...7

More information

CatBuy Preparer Training Course

CatBuy Preparer Training Course CatBuy Preparer Training Course Section I UC Merced 5200 N. Lake Road Merced, CA 95343 Please retain and keep available for your reference. CatBuy Training Course Section I Introduction to CatBuy I. Introduction

More information