Did you know you could do this in Self Service?

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Presentation transcript:

Did you know you could do this in Self Service? Presented by: Erica King IRT TIS kinge@rowan.edu

Topics Covered Creating a template for Requisitions and Budget Queries Pending Documents How to complete an unprocessed Requisition View Documents

Create a Template for Requisitions & Budget Queries Fund 10110 Org 22004 For IRT in Training

Create a Template for Requisitions & Budget Queries Once a requisition or budget has been created it can be retrieved and reused again

Create a Template for Requisitions & Budget Queries Once a requisition or budget has been created it can be retrieved and reused again

Pending Documents Fund 11050 Org 29002 For Rowan Global in Training Instance

Pending Documents There are many reasons why a document might be pending: Items not received, issues with transactions, new requisitions that have not be converted to a PO yet.

Pending Documents If you need to find the documents associated with an Invoice, FOIDOCH in Banner 9 Administrative Pages is the best way. You can use the document type “INV” and the Invoice number as the document code. Please attend a FOIDOCH class to explore this.

Completing an unprocessed requisition If you need to fix a requisition, visit the Search for In Process Requisitions option on the requisition screen. Execute query on the Document Lookup Screen.

Completing an unprocessed requisition Any in process documents will appear. Select the requisition number. The requisition will appear and the necessary changes can be made. When done, hit Complete.

View Documents There are many reasons why you might use View Documents. Taking over a position and you need to know what the previous person was doing in Banner. Which vendor did we use for a past item? What commodity code was used when a certain requisition was placed? **** HEGEL

PollEv.com/ericaking076 Respond at A, B or C to Respond What Do You Know? Respond at PollEv.com/ericaking076 A, B or C to Respond

https://tinyurl.com/finfy18 Survey Time We appreciate your feedback! Please view this QR code in the camera on your phone and then open the survey from the top of the screen. Please complete the survey or go to this link from your smart phone: https://tinyurl.com/finfy18