Banner Support

How do I change my default Ship-To information? Your default ship to information in Banner is stored in your profile. It must be updated by the person in charge of Security. Sharon Richards is currently our Finance Data Security contact.
Where do I get a W9? The Purchasing web page has many forms. We're working on making them easier to find.
Purchasing web page: http://www.ferris.edu/purchasing Direct to the W9 (Ferris' version): http://www.ferris.edu/purchasing/w9info.pdf Direct to Alternate W9 (for reimbursements & refunds only: http://www.ferris.edu/purchasing/w9infolast4.pdf
I have run the daily FPIREQS report, and have a couple of PO's showing up from 2005, yet when I go in and look at the documents they show being compleated, Do you know where I can look to see what the report looks for and why these are being included? Also where do I find bookshelf? This form FPIREQS is not accurate. If you want to find your incomplete documents try FOADOCU. Use the Query function F7 enter "I" in status and F8 to pull just incomplete documents.
To determine where FPIREQS is being pulled from will require working with Sungard.
Bookshelf - There is on-line help available. Please call the Purchasing office if there is something specific you are in need of. Bookshelf is very general to the software without specifics on Ferris policies and procedures.
I can't choose receiver/no receiver on my requisition. I used to be able to do this. To get the Accounts payable to look at the PO instead of the requisition this option was changed. The following will be standard: Goods ordered will require receivers. Services will not require receivers. Standing orders are always no receiver. If you have something out of the ordinary please state the exeption in the document text.
I no longer have the ability to select reciever/no reciever on my requisition. What do I do? As we make adjustments to the Banner Finance system there was the need to change this default so that the Invoice was looking and matching to the Purchase order rather than the requisition. If goods are being ordered (quantities and unit prices) it will be converted as a "receiver". If services or monthly lease payments they will be converted as a "no receiver". If you have a particular request please list it in the document text with a reason.
Why does the Purchasing Office change my payment terms when they convert my requisition? Payment terms are based on days from the Invoice date. The University cash flow is critical to our investments and thus our standard terms are Net 30. We do consider early pay discounts and special requests.
My requisition is under $2000 but I don't want to pay it with my p-card. How do I keep the purchasing office from cancelling it? There are large costs to the university in processing requisition/POs/Invoices & Checks. Including entry, printing, mailing and reconciliation tasks. For this reason the most economical method of payment is p-card. If for some reason p-card is not accepted please note this in the document text.
how do we do business with ferris? we are contractor installer refractory and masonry, please advise
Where does a new vendor submit information regarding its services to FSU? Please vist our website and fill out the form Vendor Application (Vendor Use)
Our Website is:
Http://www.ferris.edu/purchasing
Thank You! Purchasing Department
How do I get security access to Banner? Forms need to be completed and signed by appropriate personnel prior to getting access to the Banner system. All forms can be found on MyFSU under the MyWorkplace or MyBanner tab and Security Access and Training. A Confidential Data Security Agreement is required prior to access. There are three types of Banner forms: 1) Banner Finance, 2) Banner HR , and 3) Banner Accounts Receivable, Financial Aid, and Student. Fill out the form(s) you need to do your job. If you don't know which ones you need, please contact your supervisor or call the Data Security Office at 231.591.2132.
How do I get a new Vendor added to Banner? Banner Finance/Purchasing has an on-line form to forward information to the Purchasing Department. Form Link A W9 must also be forwarded to the purchasing department for all new vendors. If a person is being added to facilitate a customer reimbursement, due to a retail transaction, it will be acceptable to black out the 1st digits of the SSN# on the W9, we do need the last 4 for verification or elimination of other persons already in our database.
My vendor is in Banner but the address is NOT correct. How do I get the Correct address? Depending on the type of vendor, purchasing should be able to make corrections if you send them to us. Note: Student & Employee addresses must be corrected by the appropriate department, i.e. Admissions or HR.
I know Mr Smith is in Banner because he's an employee why can't I find him as a vendor to reimburse his travel? All persons & companies are 1st entered into the Master Banner file called GENERAL PERSON, from this file thier information can be linked to the multiple systems (HR-Personnel or Payroll File), Student (Financial Aid or Class File), Finance (Vendor or Acct Mgr File). These modular tables are maintained by the specific areas as are the addresses that are associated with these areas. To process his reimbursement you need to request that Purchasing set him up as a vendor.
What do I do to Resolve an incomplete document - Purchasing keeps sending me notes. If you get notes about incomplete documents there should also be suggestions to resolve them. If the document is needed then it should be completed. If the document is not needed it should be REMOVED. Removal is accomplished by entering the document in Banner native and executing a command.
Why do I have incomplete documents? Multiple things can cause incomplete documents, intentionally closing it because you didn't have all the data, someone disapproving the documents will put it back in an incomplete status, errors in the document may cause posting to "roll" the doucment back, incorrectly closing a document (form).
Can I find incomplete documents myself? Yes-FOADOCU will give you all documents for a specific fiscal year, if you use the query function you can look for just incomplete items. 1. Enter your information in top of the form 2. From the body of the form begin query 3. Under the Status column enter "I" for incomplete and query
When I enter a requisition or direct pay invoice the vendor address says it's invalid. How do I get this corrected? Immediate FIX - use the search button in your form (Seq#) to find the correct address, double click on the correct one and then tab to update the form. Long term - please notify the purchasing office to update the "default" address on this vendor.

Frequently Asked Questions (FAQs)