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New Mexico State University Creating a Requisition in Banner 9 March 13, 2019

New Mexico State University...NMSU Senior VP for Administration and Finance Banner 9 – Creating a Requisition R:\Projects\BA\Banner 9 Guides\Creating a Requisition Banner 9.docx

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Page 1: New Mexico State University...NMSU Senior VP for Administration and Finance Banner 9 – Creating a Requisition R:\Projects\BA\Banner 9 Guides\Creating a Requisition Banner 9.docx

New Mexico State University

Creating a Requisition in Banner 9

March 13, 2019

Page 2: New Mexico State University...NMSU Senior VP for Administration and Finance Banner 9 – Creating a Requisition R:\Projects\BA\Banner 9 Guides\Creating a Requisition Banner 9.docx

NMSU Senior VP for Administration and Finance Banner 9 – Creating a Requisition

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Confidential Business Information

This documentation is proprietary information of New Mexico State University (NMSU) and is not to be

copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is

specifically provided without the written permission of NMSU.

All rights reserved. The unauthorized possession, use, reproduction, distribution, display, or disclosure

of this material or the information contained herein is prohibited.

Use of this material is solely for the support of New Mexico State University.

Page 3: New Mexico State University...NMSU Senior VP for Administration and Finance Banner 9 – Creating a Requisition R:\Projects\BA\Banner 9 Guides\Creating a Requisition Banner 9.docx

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Table of Contents

LOG IN TO MY.NMSU ........................................................................................................................................................... 4

BANNER REQUISITION FORM: FPAREQN ............................................................................................................................. 5

ACCESSING THE BANNER REQUISITION FORM ..................................................................................................................................... 5

REQUISITION FORM SECTIONS ............................................................................................................................................ 6

REQUESTOR/DELIVERY INFORMATION .............................................................................................................................................. 6

VENDOR INFORMATION ................................................................................................................................................................. 7

COMMODITY/ACCOUNTING ........................................................................................................................................................... 9

BALANCING/COMPLETION ........................................................................................................................................................... 12

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Log In to my.NMSU

1. Go to my.nmsu.edu and log in.

2. On the sidebar, click on the Banner 9 Admin Pages link.

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Banner Requisition Form: FPAREQN

Accessing the Banner Requisition Form

1. Type in the name of the Banner Requisition Form FPAREQN.

The FPAREQN form will be displayed.

2. Type NEXT in the Requisition field.

3. Click the Go button on the right side of the screen.

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Requisition Form Sections

Requestor/Delivery Information

1. Enter the Delivery Date.

2. Enter the Organization.

3. Enter the Ship To.

4. Enter a name in the Attention To field.

5. Click on the Next Section button in the lower-left corner of the screen.

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Vendor Information

1. Enter the vendor code in the Vendor field. If the code is not known, click on the ellipses […]

next to the Vendor field.

2. Click on Entity Name/ID Search (FTIIDEN).

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3. Enter one or more terms in the search fields. Partial search terms can be used with the percent

(%) sign as shown.

4. The Entity Indicator drop-down menu can be used to select Corporation or Person (optional).

5. Additional search fields can be added using the Add Another Field drop-down menu (optional).

6. Click Go.

7. Click on the entity you want to use.

8. Click Select in the lower-left of the screen.

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9. Click on the Next Section button in the lower-left corner of the screen.

Commodity/Accounting

1. Enter Commodity, Description, U/M (unit of measure), Quantity, Unit Price.

If your description does not fit in the Description field, you can enter more information in the Item Text:

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2. Click on the RELATED tab.

3. Click on Item Text [FOAPOXT].

The Procurement Text Entry screen is displayed.

4. Click Go.

5. Enter the additional description in the Text field.

6. Click Save.

7. Click Select to return to the requisition.

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8. To add additional items, create another line by clicking in the Description field and then

pressing the down arrow on your keyboard. Enter item information in the same manner as the

first item you entered.

If you do not need to add more items proceed to the next step.

9. Click on the Next Section button in the lower-left corner of the screen.

10. Enter the accounting information: Index, Fund, Orgn, Account, Prog.

11. Click on the Next Section button .

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Balancing/Completion

1. If you are ready to complete the requisition click Complete. Click In Process if you are not

ready to submit for approval.

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