Purchasing and Receiving in Banner Finance
Monday, Feb. 17, 9:30-11:30 a.m.
This session will review when to complete a purchase order vs. direct pay, the approval steps needed for change orders, and when to use a standing purchase order. We will review the technical steps for completing purchasing and receiving functions in the Banner Finance system in an interactive lecture format with time allotted to answer specific questions on purchase order processing in Banner. It will include Banner functionality to facilitate purchase order processing, including:
- Creating a regular purchase order
- Creating a standing purchase order
- Creating a change order
- Printing purchase orders and change orders
- Receiving on purchase orders
- Querying purchase orders
- Cancelling versus closing a purchase order
The session is intended for novice and intermediate Finance users who are responsible for performing the purchasing function in their department.
Please email Melanie Butler to register at firstname.lastname@example.org stating the individual’s name, department and contact information. The deadline to register is Thursday, Feb. 13, 2020. Your e-mail to Melanie is confirmation of your attendance.
Presented by Department of Financial and Administrative Services