Self-Service Finance Requisition, Encumbrance Query & View Document By Gina Bazile.

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Presentation transcript:

Self-Service Finance Requisition, Encumbrance Query & View Document By Gina Bazile

PAWS Finance Tab

Encumbrance Query

Requisition Restrictions Must have sufficient funds in organization and/or account codes. Must use document level accounting. Maximum of 5 commodity lines.

Requisition

Requisition Allowances Templates can be created for future use. If a requisition is disapproved, it can be accessed in Self-Service for corrections.

Requisition

Vendor ID: must know the 900#. If new vendor, must be setup in Banner before creating requisition. Ship Code: always use BLDG40. Click on vendor validate.

Document Text

Item Text Once the commodity info is entered, validate.

Copy of Requisition Document Text Item Text

Accounting String Add dollar/percentage number in the Accounting box.

Requisition

Code Lookup Type vendor name then %. For example: Dell% You can copy/paste vendor #.

View Document