FAQs
This FAQs page continues to grow and develop. If you have a suggestion for something
to include, please email purchasing@ccri.edu
A comprehensive Purchasing Manual can be found here.
A Banner Guide for Purchasing can be found here.
Requisitions
How do I approve a requisition in Banner?
In the Finance Dashboard, click on "Approve Documents"
Your username will automatically populate in the “User ID” text field. You can press
“Submit” to show all documents awaiting your approval. Here you can view details before
approving.
Further Instructions Here
How do I disapprove a requisition?
In the Finance Dashboard, click on "Approve Documents"
Your username will automatically populate in the “User ID” text field. You can press
“Submit” to show all documents awaiting your approval. Here you can view details before
disapproving.
Further Instructions Here
How do I delete my requisition?
Occasionally, there are situations where a requisition is not needed and should be
deleted from Banner. A requisition can be deleted if it is not completed or approved.
- If the requisition has been completed and is awaiting approval, you can recall/disapprove
the requisition where it will be accessible again in your drafts.
- If the requisition has been approved by Purchasing, contact the Purchasing Department
so the requisition can be canceled. At this point, it can no longer be deleted from
the system.
To delete a draft requisition, go to “My Requisitions” on the My Finance home screen
and select the draft requisition you wish to delete.
Once opened, select “Delete Requisition” on the right-hand side of the screen above
the Requisition Summary.
Further Instructions Here
Who else needs to approve my requisition?
To view the individuals in the approval process, use FOAAINP (Document Approval).
After entering the requisition number and selecting go, click on the requisition you
wish to review and select "Queues."
Purchase Orders (POs)
How do I check if a Purchase Order has been issued?
You can check if a PO has been issued via FOIDOCH (Document History). It will ask
for the document type (usually you will be using a requisition- REQ) and the document
number.
If I sign the invoice, do I have to sign the PO?
Invoices do not have to be signed, just sent along with the PO, of which the last
page does need to be signed.
Can I sign a blanket PO and have Accounts Payable use that one signature for all invoices?
No. Every time you receive an invoice you will need to review for accuracy, sign the
last page of the blanket PO to affirm your approval, and then email to Accounts Payable.
What do I do with packing slips and delivery checklists?
Banner
How do I check if a vendor is in Banner?
You can search if a vendor is in our Banner system by using the FTIIDEN screen.
In the last name field, enter the vendor name with a percent sign as the first and
last character and select “Go.” Find the correct vendor and record their ID for future
use.
Please Note: If “LGCY” appears in the Name Type column, DO NOT select it. Choose the one that
has a blank field.
If you are in the process of completing a requisition, clicking the 3 dots next to
the vendor field, and then “Entity Name/ID Search” will bring you to the FTIIDEN screen.
Instead of writing down the ID and typing in manually, you can double click the ID
to automatically fill the ID in the requisition.
You can export data from a Banner screen into a comma-separated value (CSV) file that
will open in Excel. One that is frequently used is Export. This function will download
the data into Excel. (You can either use the keyboard shortcut Shift+F1 or click on
“Export” on the dropdown menu). The information will export as a. Depending on your
browser and its settings, the file may open automatically, or you need to save it
from the bottom of the browser window. Once downloaded and saved, it will be able
to be opened within Excel where you add in totals etc., and adjust the data as needed.