Banner Requisitions - Purchasing
Business Office AA/FM Roundup
April 25, 2016
2016 Requisition Deadlines
In order to expedite the closing of the fiscal year 2016 for all
unrestricted organizations and grant funded organizations; the
Purchasing Department will adhere to the following cut-off dates
for all online Banner requisitions:
• Capital Budget (Equipment, etc.)
Friday, April 29, 2016
• Operating Budget (General Supplies)
Tuesday, May 31, 2016
• Grant Funded Organizations - 90 days prior to the end of the grant
period
Requisition Approvals
The online requisitions approved by the Financial
Managers received on or prior to May 31st will be
processed in the normal manner, provided the goods or
services are delivery date on or before August 31st or
by the end of the grant period.
The time frames listed above should allow sufficient
lead time for orders of goods and services to be
delivered or completed (received, invoiced and paid)
prior to the end of the fiscal year and/or the end of the
grant period.
Requisition Deadline Process
Requisitions received on or after June 1st must be
approved by the Division Vice President and College
President.
The Purchasing Department will obtain the required
approvals from the Vice President and President.
Additional approvals: Technology, Software, Furniture,
Audio Visual and STC Logo
Banner Requisition
Banner Requisition - Vendor
Banner Requisition - Commodity
Banner Requisition - Completion
Requisition Doc Text & Questions
Document Text: Provide a justification and benefit for the purchase of the
items. Ex: Who, What, When, Where and Why
Software Questions:
1.
2.
3.
4.
5.
6.
Is software downloaded to us? (Example: MS Office, Adobe, etc.)
Do we have to renew to use the software?
Do we have to access the vendor’s site to use the license (access through
a link)?
Do we have to renew on some kind of basis to keep using the license?
Same questions for foreign vendors – however, we might also have to
reduce the taxes at the time of payment.
Please indicate if this is a new purchase, a renewal, or upgrade to an
existing asset/software or license.
Requisition Reminders
• Attention To: Person, Campus, Building and Room
Number
• Remove the Document Level Accounting (Office
Supplies)
• Do not use all caps or small caps
• Keep requisition under 99 lines
• New Vendors: provide their complete information in
document text
• Not setting lines with zero amount items
oUse item text
Physical Inventory
Dates
Process
1 March 1, 2016 – March 11, 2016
Financial Manager or Proxy
Will need to run the Argos Inventory Report by
Financial Manager
2 March 21, 2016 – April 30, 2016
Financial Manager, Custodians, or Proxy
Begin and complete the Inventory Verification
Process
3 May 2, 2016
Financial Manager
Must submit the Certification of Completion Form
online through Jagnet
Banner Requisitions - Purchasing
Questions
Thank you