Review the Header, Commodity, and Accounting amounts to make sure they are in balance. Are these amounts are in balance? If yes, click the Complete button. Write down the requisition number list on the help bar (bottom left). Steps - Procedure 5 The Copy Requisition window enables you to copy data from a completed and posted requisition to a new requisition document. Follow these steps to create a requisition using the copy function. Create your own requisition code in the Requisition field, or allow the system to generate one by entering Next in the field. Click the Copy icon or select Copy Requisition from the Options menu. Result: The Copy window opens. Enter or select a value in the Copy From Requisition field. Note: The Vendor field can help verify that you have selected the correct requisition to be copied. If the requisition you are coping did not contain a vendor, then it will not appear in the Vendor field Click OK. This will copy the information from the old document to the new document, and you will be taken to the Requestor/Delivery Information window. Result: The requestor, vendor, commodity, and accounting information are carried forward to the new document. All suspense flags are set to Y. You must navigate through the new requisition to remove the document from suspense and complete it. Warning: The copy functionality will not check or update available balance until you navigate through the form. Change the order date in the Order Date field, if appropriate. Change the transaction date in the Transaction Date field, if appropriate Enter a delivery date in the Delivery Date field.
Click the Save icon to confirm the assignments defaulted or entered. Click the Exit icon. Steps – Procedure 5 – automatic buyer assignment Follow these steps to complete the process for automatic buyer assignment. The Buyer Code Maintenance Form (FTMBUYR) needs to have organizations or commodities assigned to buyers before the automatic buyer assignment process is turned on. Access the System Control Maintenance Form (FOASYSC). Note: On this form, you will activate the Automatic Buyer Assignment. Perform an Insert Record function. Perform a Duplicate Record function. Enter today’s date in the Effective Date field. Select Procurement Processing Info from the Options menu. Check the Automatic Buyer Assignment checkbox. Click the Save icon. Click the Exit icon to exit the form. Logoff the Banner system and then logon again. Note: You must logoff Banner in order for any changes made to FOASYSC to become effective. Only the person updating the form needs to logoff and logon. Next steps Now that you have seen the Automatic Buyer Assignment process, create three or four new requisitions with commodities and organizations that have been assigned to a specific buyer on the Buyer Maintenance Form (FTMBUYR). Use the Requisition Inquiry Form (FPIREQN) to query the completed, approved, and posted requisitions. Note the Buyer codes that Banner assigned.
specific vendor. FPACDEL Change Order Cancel cancel a change order which you previously completed and posted. FPACHAR Change Order create a change order to modify a completed and approved purchase order. FPACTBD Bid Creation consolidate existing requisitions into a single bid. FPAEOCD Encumbrance Open/Close Enter information to close a purchase order or commodity, open a purchase order or commodity, or close a requisition or commodity. FPAPDEL Purchase/Blanket Order Cancel cancel a posted purchase order or a completed blanket order. FPAPOAS Purchase Order Assignment consolidate and/or assign completed and approved requisitions to a purchase order. FPAPRBD Prospective Bidders identify bidders who participate in the bid process. FPAPURR Purchase Order enter information to create or modify purchase orders. FPARCVD Receiving Goods enter or view receipt information from a packing slip or receiving document. FPARDEL Requisition Cancel cancel a requisition document. FPAREQN Requisition initiate the procurement process and to define the requestor, vendor, commodity, and accounting information. FPARORD Rush Order enter basic summary purchase data for a rush order entry. FPARTRN Returned Goods create a return transaction code number or modify existing return transaction information. FPIBIDC Bid Comparison view an online display of comparative vendor data. FPIBLAR Blanket Order Activity check the various activities against a blanket order, including purchase orders, change orders, invoices, and credit memos. FPIEOCD Encumbrance Open/Close List List all encumbrance open or close documents, complete or incomplete.