3b. Creating a UniFi Plus Requisition, including … a UniFi Plus Requisition, including Standing Order ... as catalogue number, ... e.g. line 1 Spectrophotometer – UV-Vis dual beam,

Financial Services, People and Resources Section 3b Last Updated: May 2018 Banner Finance Training Manual

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3b. Creating a Banner Finance Requisition, including Standing Order

Overview A Purchase Requisition is required in the following situations, for any dollar amount, when:

• a PCard or exception Standing Order cannot be used, • purchasing live animals, • purchasing ‘controlled goods’ (See Section 10)

It is recommended that you use your PCard for all purchases except for “Restricted Purchases” as listed in the PCard User Guide. See Section 8 UniFi/Banner Training Manual – PCard User Guide: http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php As with the Purchase Requisition form in UniFi Self-Service, the Purchase Requisition Form in Banner Finance is used to initiate a request for purchasing goods or services. Both forms perform the same function. You would use the Banner Finance Requisition Form if:

• you have more than 5 items to purchase • you would like to copy a previously completed requisition order • you would like to use Commodity Level Accounting for your requisition

Accounting Methods Available in Banner Finance Purchase Requisition A requisition can be entered using two types of accounting methods in Banner Finance:

• Document Level Accounting (allows you to use one or more funding sources to pay for the commodities on a requisition by a percentage or dollar amount distribution of the total) – page 2

• Commodity Level Accounting (allows you to assign one or more CFOAPALs to each specific commodity) – page 11

This section contains information on:

1. Completing a Purchase Requisition using Document Level Accounting, including a Standing Order (page 2)

2. Completing a Purchase Requisition using Commodity Level Accounting (page 11) 3. Querying completed and approved Purchase Requisitions (page 20) 4. Canceling a requisition (page 21) 5. Querying completed and approved Purchase/Standing/Change Order (page 22)

http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php

mailto:[email protected]




Creating a Document Level Accounting Requisition

The following steps are used to create a requisition in Banner Finance using document level accounting. To access Banner Finance: PAWS> Admin Services> UniFi Plus> Banner Finance SO = Standing Order. These steps have special instructions pertaining to setting up an exception Standing Order.

Step Action

1. 1 To access this form: PAWS> Admin Services> UniFi Plus> Banner Finance: Enter FPAREQN or Requisition Form in the ‘Search…’ box, then click on the FPAREQN page.

2. 2 a. To start a new Requisition document: Type “NEXT” in the “Requisition” box and press “Go” (or press <Alt + Page Down>).

OR

b. To edit an existing and incomplete Requisition document, enter the

R00XXXXX number in the “Requisition” box and press Go (or press <Alt+Page Down>). Follow the rest of this guide to make changes and submit your requisition.

3. 3 Your cursor is now at the Order Date field. Enter an Order Date, if different than

the system’s default date.

4. 4

SO

<Tab> to Delivery Date (must be equal to or greater than the order date) Note: It is important to put in an achievable date. Suppliers require time to fill and ship the orders. Standing Order Instruction: Delivery Date will always be the last day of the current University’s fiscal year: 30 April 20XX. Select this from the calendar.





5. 5

SO

If applicable, add your Comments (i.e. Contract number) and perform a Next Block function (or <Alt + Page Down>). Standing Order Instruction: Under Comments, please enter: Standing Order

6. 6 <Tab> to Requestor information and make applicable changes.

7. <Tab> to Organization information and input your organization code.

8. 7 <Tab> to Ship To code. If blank, click on Search to find code. Once a code is selected <Tab> to populate the fields.

Ship Code is required. If unknown, please contact [email protected] to find out or request for a new Ship To code.

9. 8 Modify Attention To, if required. Press <Alt + Page Down> to move to the Vendor Information tab, or simply click on the Vendor Information tab.






10. 9 Vendor ID is an optional field. It is possible that a vendor may not yet have a Vendor ID in the system. If Vendor ID is not found, leave Vendor Information blank and use Document Text to relay vendor information for the Requisition. To access Document Text, select Related> Document Text [FOAPOXT].

If known, enter Vendor ID and <Tab>. To search for a Vendor ID, click on the ellipsis to Search. Select Entity Name/ID Search (FTIIDEN) from the Option List pop up.

In the following FTIIDEN screen, go to the Add Another Field… dropdown menu and select Last Name. In this field, enter the individual’s last name or the business name. The search is case sensitive. Tip: By default, the system will search for vendors whose names contain your search term, so you can search using a partial name. For example: “KP” will show you all vendors whose name contains the letters “KP” (e.g. “KPMG LLP”). This will generate more results, but you can make the search more restrictive using other search options.

To start the search, hit <Enter> (or click on the “Go” button). To select a vendor from the list, double click on ID field for the appropriate vendor. Do NOT choose Vendors whose number begins with a letter, e.g. “C” or whose type is “LGCY.”





If you receive the message “No default address”, remove vendor number, press tab to revalidate and clear the fields, and use Document Text to relay vendor information for the Requisition. To access Document Text, select Related> Document Text [FOAPOXT]. If the selected Vendor has been placed on HOLD, do not continue with your requisition and contact ConnectionPoint – [email protected] or call 966-2000. In the event that a Purchase Requisition is submitted, and the Vendor is placed on HOLD before a Purchase Order is issued, ConnectionPoint will contact you to discuss options.

11. The currency defaults to $CAD. If required, change this by selecting from the Currency drop down list.

12. 11 If you need to add any text related to the total requisition, versus line item/commodity text, click on Related, and select Document Text. Press <Alt + Page Down> and enter the desired text. Up to 50 characters may be entered on each line. If additional lines are needed, use the arrow keys to navigate from one line to another. Are you using a Tri-Agency fund? (SSHRC, NSERC, CIHR). If yes, enter these clause numbers in Document Text:

Once completed, press to close the document text. If prompted, agree to save the changes you made.

13. 12 Either click Next Section or press <Alt + Page Down> to move to the Commodity/Accounting tab. At this point, the system will have generated a Requisition number for you. Check the Requisition field, located above the Order Date and record the RXXXXXXX number for your reference.






14. 13 On the Commodity/ Accounting tab, you will enter the items that you would like to purchase. Enter all details required for an item (Description, U/M, Tax Group, Quantity and Unit Price) before adding a new item. Note: Each arrow represents a step in the manual.

15. The Commodity column refers to Commodity Code. This is only required if you are purchasing live animals or restricted materials. If you do not require a commodity code for your item, you can skip this and <Tab> to move to the Description field. See the next step. To search for a commodity code (if required) first click on Commodity field in an empty cell, so that it looks like , at which point you should click on the ellipsis to initiate a search:

1. Select Commodity Validation (FTVCOMM) and a full list of commodities will appear.

2. Press F7 to start a new Search. 3. Select Description from the Add Another Field… drop-down menu, enter

commodity name. Press F8 to execute query. 4. Double-click on item of choice. This will return your choice to the

requisition commodity line.

14

17 18 19 19

15 16





16. <Tab> to Description, enter Commodity description of what is being ordered such as catalogue number, part number, model number, manufacturer, etc. up to 50 characters. Additional text related to the item ordered can be put in Item Text. Click on Related, and select Item Text. Press <Alt + Page Down> and enter Item Text. Once completed click Save and exit Item Text. This will return you to the requisition form. Below are examples on how to enter line items: Example 1 Equipment consisting of components with individual pricing Each component should be listed as a separate line item with adequate descriptions for ease of receiving and/or customs purposes

e.g. line 1 Spectrophotometer – UV-Vis dual beam, $9,000 ratio recording, rapid scanning high performance as per Quotation #ABC line 2 Computer – 3.2 GHz, Pentium 4 $2000 line 3 Fiber Optic Dip Probe – 12.7 mm x 70 mm $1000

Example 2 Equipment consisting of components with lot pricing All components should be listed with adequate descriptions within the body of the Purchase Requisition for ease of receiving and/or customs purposes

e.g. line 1 1 LOT Spectrophotometer as per $12,000 Quotation #ABC, including: Spectrophotometer – UV-Vis dual beam, ratio recording, rapid scanning high performance Computer – 3.2 GHz, Pentium 4

Fiber Optic Dip Probe – 12.7 mm x 70 mm

17. 5

SO

<Tab> to move to the U/M field. U/M = Unit of Measure. Click on the Search button to select from a list of U/M. The U/M field is required. Standing Order Instruction: U/M for standing order item will always be: EA – EACH

18. 16

<Tab> to Tax Group. A tax group is required for each commodity ordered. See list of Tax Codes available for use - http://www.usask.ca/fsd/colleges_depts_research/buying_goods/purchase_order_tax_codes.php To search and select from a list, hit the Search button. If you are uncertain which tax group to use, select the default code “UII” – 5% GST & 6% PST. Remember: Taxes are encumbered at gross.



http://www.usask.ca/fsd/colleges_depts_research/buying_goods/purchase_order_tax_codes.php





19. 18

SO

<Tab> to enter Quantity and <Tab> again to enter Unit Price. These fields are required and cannot be zero. If uncertain, please enter an estimate. <Tab> again after entering Unit Price to have your price calculated. Note: 1) The Discount and Additional fields are not in use. If a discount or trade-in is offered, the discounted amount should be taken into consideration at the Unit Price field. 2) Discounted items/quotes need to be noted. To make note of discounts for line item, use Related> Item Text. For discounts on the entire quote, use Related> Document Text. Selecting one of the above will bring up a box with text lines. Enter your text to note the discount and click . You will be prompted to save your changes. For example – Item A is a $5000 item with a 10% discount. Enter the line item the unit price as $4500 [which is $5000 - $500 (10%) = $4500]. The line description should read: “Item A (unit price includes a 10% discount)” Standing Order Instruction:

a. Quantity for standing order item will always be: 1

b. Unit Price will be an estimate of the expense amount for the rest of the fiscal year. For example; you are creating a standing order for bulk fuel. Per month, the charge will be $500. You are creating the standing order in October to cover October until the end of the fiscal year (7 months). Therefore, Unit Price: $500 X 7 = $3,500.

20. 1

9 Once you have completed the 1st item, then press arrow down (or Insert) to get to the next commodity line to enter your next item. Repeat Steps 15 – 19 to enter all your items.

21. 21 After you have entered all the commodities you wish to order, and all related text information, click in an empty cell in the Fund column. This section is where you will enter the CFOAPAL information for the fund(s) that will be paying for this requisition.





22. 22 Enter the CFOAPAL(s) details. COA = Chart. Year, Index and Proj. fields are not in use. <Tab> through the balance of the CFOAPAL string(s) to the Extended field. You may allocate the total of the document to different CFOAPALs on a % basis or on a $ amount basis.

a) If you wish to allocate the total using percentages, check the % box and enter the % in the right hand column beside the Ext box, e.g. 25 and <Tab>. Note: You do not need to enter a % sign.

b) If you wish to allocate the total on a $ basis, tab to the right hand column beside the Extended Amount box, and enter the $ amount, before tax, e.g. 45.99 and <Tab>. Note: You do not need to enter a $ sign.

To enter an additional CFOAPAL, arrow down (or press Insert) to the next CFOAPAL line to enter the CFOAPAL. Repeat until all CFOAPALs have been entered and an amount has been allocated for each line. With your CFOAPAL section completed, navigate to the Balancing/Completion tab (or <Alt + Page Down>) to move to the Balancing/Completion screen.

23. 23 On the Balancing/Completion tab, ensure that all fields are balanced. If changes are required, navigate back to the Commodity/Accounting tab (or <Alt + Page Up>).

If all is balanced, click the Complete icon to submit your requisition. In Process saves and closes the page without submitting it.

If successful, the page will close and a notification will appear telling you that the form was successfully submitted.





24. Your completed Purchase Requisition will automatically be forwarded to ConnectionPoint for processing. Once ConnectionPoint has reviewed the purchase requisition and completed the Purchase Order (PO), you will receive an email providing the PO number and supplier, referencing the purchase requisition number, and providing a reminder of next steps for receiving and invoice handling. See Step 25 on how to pay your vendor when you have received your goods/services.

25.

SO

Paying your Vendor – Receiving A Receiving document is required for all PO’s and SO’s to verify that you have received your goods/services and to enable vendors to be paid. Regular Purchase Order (PO) Instruction for Receiving See Section 12 – Entering Receiving in the UniFi/Banner Training Manual for online Receiving instructions http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php Standing Order (SO) Instruction for Receiving : Standing Orders do not require online Receiving through Banner. Instead, a manual “Exception Standing Order Confirmation of Receipt of Goods Form“ is required - http://www.usask.ca/fsd/resources/forms/index.php#procurement




http://www.usask.ca/fsd/resources/forms/index.php#procurement



Creating a Commodity Level Accounting requisition

The Level accounting allows you to assign one or more CFOAPALs to each following steps are used to create a requisition in Banner using Commodity Level (line item) accounting. Commodity specific commodity. To access Banner: PAWS > Admin Services > UniFi Plus > Banner Finance

Step Action

1. 1 To access this form: PAWS> Admin Services> UniFi Plus> Banner Finance: Enter FPAREQN or Requisition Form in the ‘Search…’ box, then click on the FPAREQN form.

2. 2 c. To start a new Requisition document: Type “NEXT” in the “Requisition” box

and press “Go” (or press <Alt + Page Down>).

OR

d. To edit an existing and incomplete Requisition document, enter the

R00XXXXX number in the “Requisition” box and press Go (or press <Alt+Page Down>). Follow the rest of this guide to make changes and submit your requisition.

3. 3 Your cursor is now at the Order Date field. Enter an Order Date, if different than

the system’s default date.

4. 4

<Tab> to Delivery Date (must be equal to or greater than the order date) Note: It is important to put in an achievable date. Suppliers require time to fill and ship the orders.

5. If applicable, add your Comments (i.e. Contract number) and perform a Next Block function (or <Alt + Page Down>).

6. 6 <Tab> to Requestor information and make applicable changes.





7. 7 <Tab> to Ship To code. If blank, click on Search to find code. Once a code is selected <Tab> to populate the fields.

Ship Code is required. If unknown, please contact [email protected] to find out or request for a new Ship To code.

8. 8 Modify Attention To, if required. Press <Alt + Page Down> to move to the Vendor Information tab, or simply click on the Vendor Information tab.






9. 9 Vendor ID is an optional field. It is possible that a vendor may not yet have a Vendor ID in the system. If Vendor ID is not found, leave Vendor Information blank and use Document Text to relay vendor information for the Requisition. To access Document Text, select Related> Document Text [FOAPOXT].

If known, enter Vendor ID and <Tab>. To search for a Vendor ID, click on the ellipsis to Search. Select Entity Name/ID Search (FTIIDEN) from the Option List pop up.

In the following FTIIDEN screen, go to the Add Another Field… dropdown menu and select Last Name. In this field, enter the individual’s last name or the business name. The search is case sensitive. Tip: By default, the system will search for vendors whose names contain your search term, so you can search using a partial name. For example: “KP” will show you all vendors whose name contains the letters “KP” (e.g. “KPMG LLP”). This will generate more results, but you can make the search more restrictive using other search options.

To start the search, hit <Enter> (or click on the “Go” button). To select a vendor from the list, double click on ID field for the appropriate vendor. Do NOT choose Vendors whose number begins with a letter, e.g. “C” or whose type is “LGCY.”





If you receive the message “No default address”, remove vendor number, press tab to revalidate and clear the fields, and use Document Text to relay vendor information for the Requisition. To access Document Text, select Related> Document Text [FOAPOXT]. If the selected Vendor has been placed on HOLD, do not continue with your requisition and contact ConnectionPoint – [email protected] or call 966-2000. In the event that a Purchase Requisition is submitted, and the Vendor is placed on HOLD before a Purchase Order is issued, ConnectionPoint will contact you to discuss options.

10. The currency defaults to $CAD. If required, change this by selecting from the Currency drop down list.

11. 11 If you need to add any text related to the total requisition, versus line item/commodity text, click on Related, and select Document Text. Press <Alt + Page Down> and enter the desired text. Up to 50 characters may be entered on each line. If additional lines are needed, use the arrow keys to navigate from one line to another. Are you using a Tri-Agency fund? (SSHRC, NSERC, CIHR). If yes, enter these clause numbers in Document Text:

Once completed, press to close the document text. If prompted, agree to save the changes you made.

12. 12 Either click or press <Alt + Page Down> to move to the Commodity / Accounting tab. At this point, the system will have generated a Requisition number for you. Check the Requisition field, located above the Order Date and record the RXXXXXXX number for your reference.






13. **Important: Uncheck Document Level Accounting box. **

If this is not unchecked and accounting information is entered, it is assumed that document level accounting applies. To correct this, the accounting info must be first deleted by using the “Delete” button for each CFOAPAL entered.

14. 13 On the Commodity/Accounting tab, you will enter the items that you would like to purchase. Enter all details required for an item (Description, U/M, Tax Group, Quantity and Unit Price) before adding a new item.

15. The Commodity column refers to Commodity Code. This is only required if you are purchasing live animals or restricted materials. If you do not require a commodity code for your item, you can skip this and <Tab> to move to the Description field. See the next step. To search for a commodity code (if required) click on Search icon:

1. Select Commodity Validation (FTVCOMM) and a full list of commodities will appear.

2. Press F7 to start a new Search. 3. <Tab> to Description field, enter commodity name followed by the wild

card sign, %, and e.g. Music%. Press F8 to execute query 4. Double Click on item of choice. This will return you to requisition

commodity line





16. <Tab> to Description, enter Commodity description of what is being ordered such as catalogue number, part number, model number, manufacturer, etc. up to 50 characters. Additional text related to the item ordered can be put in Item Text. Click on Options, and select Line Item Text. Press <Alt + Page Down> and enter Line Item Text. Once completed click Save and exit Item Text. This will return you to the requisition form. Below are examples on how to enter line items: Example 1 Equipment consisting of components with individual pricing Each component should be listed as a separate line item with adequate descriptions for ease of receiving and/or customs purposes

e.g. line 1 Spectrophotometer – UV-Vis dual beam, $9,000 ratio recording, rapid scanning high performance as per Quotation #ABC line 2 Computer – 3.2 GHz, Pentium 4 $2000 line 3 Fiber Optic Dip Probe – 12.7 mm x 70 mm $1000

Example 2 Equipment consisting of components with lot pricing All components should be listed with adequate descriptions within the body of the Purchase Requisition for ease of receiving and/or customs purposes

e.g. line 1 1 LOT Spectrophotometer as per $12,000 Quotation #ABC, including: Spectrophotometer – UV-Vis dual beam, ratio recording, rapid scanning high performance Computer – 3.2 GHz, Pentium 4

Fiber Optic Dip Probe – 12.7 mm x 70 mm

17. 1S <Tab> to move to the U/M field. U/M = Unit of Measure. Click on the Search button to select from a list of U/M. The U/M field is required.

18. 16

<Tab> to Tax Group. A tax group is required for each commodity ordered. See list of Tax Codes available for use - http://www.usask.ca/fsd/colleges_depts_research/buying_goods/purchase_order_tax_codes.php To search and select from a list, hit the Search button. If you are uncertain which tax group to use, select the default code “UII” – 5% GST & 6% PST. Remember: Taxes are encumbered at gross.








19. 18

<Tab> to enter Quantity and <Tab> again to enter Unit Price. These fields are required and cannot be zero. If uncertain, please enter an estimate. <Tab> again after entering Unit Price to have your price calculated. Note: 1) The Discount and Additional fields are not in use. If a discount or trade-in is offered, the discounted amount should be taken into consideration at the Unit Price field. 2) Discounted items/quotes need to be noted. To make note of discounts for line item, use Related> Item Text. For discounts on the entire quote, use Related> Document Text. Selecting one of the above will bring up a box with text lines. Enter your text to note the discount and click . You will be prompted to save your changes. For example – Item A is a $5000 item with a 10% discount. Enter the line item the unit price as $4500 [which is $5000 - $500 (10%) = $4500]. The line description should read: “Item A (unit price includes a 10% discount)”

NOTE

Note: If using Item Text, enter this for each item as you key the item in, BEFORE you move down to the CFOAPAL accounting block on this form. Click on Related and select Item Text. After entering your line item text, Save and Exit. With Commodity Level Accounting, for each item you enter, after entering the commodity information press <Alt + Page Down> to enter the CFOAPAL that will pay for the item. You will move back and forth between Commodity and CFOAPAL for each item you want to purchase. To move from CFOAPAL back to Commodity, press <Alt + Page Up>.

20. Perform a Next Section function (or <Alt + Page Down>) and enter the CFOAPAL for the commodity line you have just entered.





21. Enter the CFOAPAL(s) details. COA = Chart. Year, Index and Proj. fields are not in use. <Tab> through the balance of the CFOAPAL string(s) to the Extended field. You may allocate the total of the document to different CFOAPALs on a % basis or on a $ amount basis.

a) If you wish to allocate the total using percentages, check the % box and enter the % in the right hand column beside the Ext box, e.g. 25 and <Tab>. Note: You do not need to enter a % sign.

b) If you wish to allocate the total on a $ basis, tab to the right hand column beside the Extended Amount box, and enter the $ amount, before tax, e.g. 45.99 and <Tab>. Note: You do not need to enter a $ sign.

To enter an additional CFOAPAL, arrow down (or press Insert) to the next CFOAPAL line to enter the CFOAPAL. Repeat until all CFOAPALs have been entered and an amount has been allocated for each line.

22. To enter next commodity line, press <Alt + Page Up> and then Insert (or <Arrow Down>).

23. Repeat the sequence of steps 15 to 21 until all commodities and CFOAPALS have been entered.

24. 22 At your last CFOAPAL line, now completed, press <Alt + Page Down> to move to the Balancing/Completion screen.





25. 23 On the Balancing/Completion tab, ensure that all fields are balanced. If changes are required, navigate back to the Commodity/Accounting tab (or <Alt + Page Up>).

If all is balanced, click the Complete icon to submit your requisition. In Process saves and closes the page without submitting it.

If successful, the page will close and a notification will appear telling you that the form was successfully submitted.

26. Your completed Purchase Requisition will automatically be forwarded to ConnectionPoint for processing. Once ConnectionPoint has reviewed the purchase requisition and completed the Purchase Order (PO), you will receive an email providing the PO number and supplier, referencing the purchase requisition number, and providing a reminder of next steps for receiving and invoice handling. See Step 27 on how to pay your vendor when you have received your goods/services.

27.

SO

Paying your Vendor – Receiving A Receiving document is required for all PO’s and SO’s to verify that you have received your goods/services and to enable vendors to be paid. Regular Purchase Order (PO) Instruction for Receiving See Section 12 – Entering Receiving in the UniFi/Banner Training Manual for online Receiving instructions http://www.usask.ca/fsd/colleges_depts_research/unifi/unifi_manual.php Standing Order (SO) Instruction for Receiving : Standing Orders do not require online Receiving through Banner. Instead, a manual “Exception Standing Order Confirmation of Receipt of Goods Form“ is required - http://www.usask.ca/fsd/resources/forms/index.php#procurement




http://www.usask.ca/fsd/resources/forms/index.php#procurement



Querying Completed and Approved Requisitions

Banner Finance Page

The Requisition Query Form (FPIREQN) is used to query and review the requisition information. No changes can be made using this form.

Figure 1: FPIREQN screen – Querying Completed and Approved Requisition Querying a requisition The following steps are used to query a requisition in Banner Finance. To

access Banner Finance: PAWS> Admin Services> UniFi Plus > Banner Finance

Step Action 1. In Banner Finance, in the Search… field, type in FPIREQN or Requisition Query

Form.

2. Enter an existing requisition number in the Requisition field (see Figure 1). If you do not remember the number, click the Search icon to display all of the requisitions, and select one from the list.

3. Press Go or press <Alt + Page Down>. Note: This takes you to the Document Information window. To cycle through the available pages, press <Alt + Page Down> to move to the next page.

4. Press <Alt + Page Down> to go to the Requestor/Delivery Information window. View all desired information in this window.

5. Press <Alt + Page Down> to go to the Vendor Information window. View all desired information in this window.

6. Press <Alt + Page Down> to go to the Commodity/Accounting Information window.

7. Click the Exit icon.





Canceling a Requisition

Banner Finance Page

The Requisition Cancel Form (FPARDEL) is used to reverse postings of the original requisition and cancel its availability for any further action in Banner. Before a requisition can be deleted it must be completed, approved, and posted. If the requisition has subsequent activity (i.e. Purchase Order, Receiving etc) you cannot cancel it, to change or delete a purchase order please contact Purchasing Services.

Figure 2: FPARDEL screen - Canceling a Requisition

Step Action 1. To access Banner Finance: PAWS> Admin Services> UniFi Plus> Banner Finance. 2. In Banner, in the “Search…” field, type in: FPARDEL and <Enter>. 3. Enter requisition number, then press Go or <Alt + Page Down>. 4. Press <Alt + Page Down> again to move to the Cancel Date box. 5. Enter Cancel Date. 6. Enter Reason Code by double-Clicking in box (if applicable). 7. Press Make Cancellation Permanent to process the cancellation. 8. Requisition will be cancelled. 9. Click the Exit icon to close the page.





Querying Completed and Approved Purchase/Standing/Change Orders

Banner Finance Page

You can query the orders you created from the Purchase/Blanket/Change Order Query Form (FPIPURR) at any stage of completion. No changes can be made using this form. Note: Standing Orders can only be used on an exception basis. We are NOT using Blanket Orders.

Figure 3: FPIPURR screen - Querying a Purchase Order How to Query Approved Purchase/ Standing/Change Orders

Follow these steps to complete the process in Banner Finance. To access Banner Finance: PAWS> Admin Services> UniFi Plus> Banner Finance

Step Action

1. In Banner, enter FPIPURR in the “Search…” field and <Enter> 2. If known enter the purchase order in the Purchase Order field, or click the Ellipsis

(search feature) to select one. 3. Enter change number in the Change Sequence Number field if you want to review

a specific change order. If not leave the field blank. 4. Press Go or <Alt + Page Down> to reach the Document Information page. 5. Press Go or <Alt + Page Down> to reach the Requestor/Delivery page. 6. Press Go or <Alt + Page Down> to reach the Vendor Information page. 7. Press Go or <Alt + Page Down> to reach the Commodity/Accounting page. 8. Click Close to Close this window. 9. Click the Exit icon to close the page.



Documents

3b. Creating a UniFi Plus Requisition, including … a UniFi Plus Requisition, including Standing Order ... as catalogue number, ... e.g. line 1 Spectrophotometer – UV-Vis dual beam,