Welcome to Banner Finance Orientation/101 Richard Stockton College Banner Finance Training
In This session: Accessing Banner Changing your Password Banner Messages Organizing your Banner Menu Banner Navigation Frequently used Banner Screens Invoices Awaiting Receiving Problems
Introduction to Banner To access Banner, go to Stockton s Home Page Go INB Banner INB=Internet Native Banner Or access through the Portal (Note: You can also access from Self Service, but there are differences. Class Self Service vs. INB)
Banner Navigation Log into Banner as you normally would Let s explore some frequently used Banner Screens.
Banner Menu Change Banner Password Check Banner Messages My Banner Create your own Menu
Vendor Detail History Screen FAIVNDH or Click on Vendor Detail History Query Screen (note the 3 rd letter is an I) Helpful because it shows all Payment History for a vendor, including: Invoice # Banner Invoice# (I#) Invoice Amount Due Date Check Date Check #
Vendor Detail History Screen Select Vendor use Down Arrow to search OR Z# Search/Last Name (Use Proforma% for Variable) Dbl Click & Next Block (Note: Total bottom of Screen) Use Spyglass to View (Invoice) Query an Invoice or Amount Roll Back Change Fiscal Year Use Selection Use From & To
VENDOR DETAIL HISTORY (FAIVNDH) Magnifying glass, Query (?) Execute Roll back to change Fiscal year
Document History FOIDOCH Query Screen (How can you tell?) Interconnects documents INV I0213562 You can use this screen to: Check to see if a Req converted to PO Check to see if an invoice has been processed Check the Status of an Invoice (R) Invoices Awaiting Receiving Email from A/P See if a check has been cut See if Receiving has been done Use PO P0055073
Helpful Things to Know A Banner Invoice# always begins with an I I0025089 A Requisition # always begins with an R R0062459 A Purchase Order # always begins with a P P0055073 College Checks begin with 7 00709555 Receiver # s always start with Y
Magnifying Glass View documents behind Invoice, PO; Next/Prev page icons Options: View Status indicators / Invoice Information / Check Information
Other Helpful Query Screens Invoice/Credit Memo Create FAIINVE Query an Invoice (Direct Pay) after Completed No Changes can be made, view only I0187497
Other Helpful Query Screens Purchase/Blanket/Change Order Query FPIPURR View a Purchase Order that has been Completed R0062374
Frequently used Banner Screens Budget Availability Status (FGIBAVL) Organizational Budget Status (FGIBDST) Invoice/Credit Memo Create (FAAINVE) View Purchase Orders by Vendor (FPIOPOV) Requisition Query (FPIREQN)
More Banner Things Use Options View Another Screen from within a Screen FOIDOCH to Invoice Query (FAIINVE) FOIDOCH to View Check Information (FAICHKH) FOIDOCH to View Purchase Order (FPIPURR)
Questions on Navigation?
More about Paying a Vendor Why didn t my vendor get paid?
The Authorized Purchase (from a Req to a Check)
Paying a Vendor Req & PO Processed Vendor Receives PO & Ships Order Dept Receives & does Receiving Invoice to A/P & Processed Why didn t my payment go out??
Electronic Receiving Electronic Receiving can prevent a vendor from getting paid. The amount you receive must MATCH the amount the vendor is billing, otherwise the vendor will not be paid.
The Matching Process Purchase Order 5 cases Invoice 5 cases Receiving 5 cases
The Matching Process Purchase Order 5 cases Invoice 5 cases Receiving 4 cases
The Matching Process Purchase Order $500 Invoice $500 Receiving $499.99
The Matching Process Purchase Order Invoice 5 cases 4 cases 1=B/O Receiving 4 cases
Receiving Problems? How do you know? Payment doesn t go out Invoices awaiting receiving email from A/P Check FOIDOCH Invoice has an R Status Vendor calls.
What to do? If you forgot to do receiving, do it now and the check will release. If you did receiving but the R indicator shows in FOIDOCH, contact Purchasing to assist you with receiving problems.
Questions: Who to Contact? Accounts Payable: ARE/ARTV s Direct Pays Invoice Payments Purchasing: Purchase Orders Receiving Requisitions