Procurement Training
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Banner Basics
The path from req to payment
Checking the status of a req in Banner
Checking approval status in Banner
What to do with invoices
How to report receiving
Stores Requisitions
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Banner is a software solution used to manage all
organizational data for UVU.
Banner displays in a Java applet window.
◦ Blank web browser window.
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Menu Bar
ToolBar
Workspace
Status Bar
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A form is an online document where you can
enter and look up information in the Banner
database.
Each form has a seven character name.
◦ Position 1 identifies the primary module owning the
form.
◦ Position 2 identifies the unit owning the form.
◦ Position 3 identifies the type of form.
◦ Positions 4 through 7 uniquely identifies the form.
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FPAREQN
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Title Bar
Key Block
Field
Blocks
Record
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There are multiple ways to navigate Banner.
◦ Menu Bar
◦ Tool Bar
◦ Keystrokes
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Enter the requisition into Banner.
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Required approval based on account code
(commodity code), amount, and organization.
Approving officials receive an e-mail.
Approval Queues
◦ FOAUAPP
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Check Approval Queue
◦ FOAAINP
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See Approval History
◦ FOIAPPH
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Lists all documents for which the user is the next
approver.
To see all documents which the user must approve,
uncheck the Next Approver box.
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List of queues on left, list of approvers on right.
May be used to approve documents.
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Enter req number and press execute query (F8).
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Do not send department copies of POs to vendors.
◦ Not signed by an authorized purchaser.
◦ May duplicate orders.
◦ May place orders prematurely.
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If a vendor claims not to have received a PO, contact
Purchasing.
◦ procurement@uvu.edu
◦ 8301
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If products are delivered by Receiving, no reporting
is necessary.
If products are delivered directly to department by
vendor or picked up, send proof of delivery to
Receiving.
If service, send confirmation of services rendered to
Receiving.
Receiving is not required on Standing POs.
Contact Receiving via e-mail, receiving@uvu.edu.
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If invoice is received in the department:
◦ Verify that PO number is on the invoice.
◦ Send the invoice to Accounts Payable, MS 109.
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Memberships/Conferences/Subscription
◦ Registration/subscription forms should be sent to A/P with
the requisition/PO number on them.
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Paying vendors prior to Receiving:
◦ Determined by Purchasing
◦ Deposits
 Up to 50%
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POs without receipt (receiving) required:
◦ Memberships, conferences, standing POs, etc
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Warehouse purchases are done on Banner
using the Stores Requisition screen
(FSAREQN).
Items are delivered within 3 days, some
within 24 hours.
Use Account Code 720076.
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Paper, paper cups, tissues, bags, forms
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www.uvu.edu/procurement
◦ Tips and FAQs
◦ Step-by-step instructions
 Written instructions
 Online interactive simulations
◦ Policies and Procedures
◦ Procurement Training
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