Purchasing Frequently Asked Questions

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

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

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

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."

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.

Invoices do not have to be signed, just sent along with the PO, of which the last page does need to be signed.

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.

All packing slips and delivery checklists should be submitted to Accounts Payable, [email protected]

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.