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Finance - Purchasing Training Agenda

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Monday,  March 13, 2000    2:00 –  4:30 

 

Purchasing Overview

·          Navigation Review

·         Review Finance Purchasing Menu

 

Requisitions

·          Set Up Procedure

·          Discount Terms (FTMDISC) – Discount Terms Maintenance Form

·          Set up Vendors (FTMVEND) – Vendor Maintenance Form – Pg. 18

·          Set Up Commodity Codes (FTMCOMM) – Commodity Maintenance Form – Pg. 21

·          Set up Vendor Agreements (FPAAGRD)- Agreement Processing Forms – Pg. 24

·          Set Up Unit of Measure (FTMUOMS) – Unit of Measure Maintenance Form

·          Establish Vendor Products – (FTMVPRD) – Vendor Products Maintenance Form  - Pg. 26

·          Establish Vendor Types (FTMVTYP) – Vendor Type Maintenance Form

·          Establish Buyer Codes (FTMBUYR) Buyer Code Maintenance Form – Pg.  37

·          Set up F.O.B. Codes (FTMFOBS) – FOB Code Maintenance Form

·          Set up Receiving Method ( FTMRCMT) – Receiving Method Maintenance Form

·Set up Return Reasons (FTMRRSN) – Return Reason Maintenance Form

·          Set Up Ship To Addresses (FTMSHIP) – Ship To Address Maintenance Form

 

 

Tuesday,  March 14, 2000     8:30 – 12:00, 1:00 – 4:30 

 

·          Processing Requisitions

·          Enter a Requisition (FPAREQN) – Requisition Maintenance Form – Pg.  28

·          Discussion of Text Entry

·          Post Requisitions (FGRACTG) – Posting Process

·          Requisition Query (FPIREQN) – Requisition Query Form – Pg. 33

·          Cancel Requisition (FPARDEL) – Requisition Cancel Form – Pg. 36

·          Requisition Query Forms

·          Browse Suspended Requisitions (FPIREQS) – Requisition Suspense List Form

·          Requisition List Query (FPIPQST) – Requisition List Validation Form

·          Requisition Commodity Query (FPICOMS) – Requisition List Validation Form

·          Browse Requisition by FOAPAL  (FPIORQF) – Open Requisition by FOAPAL

·          Print Requisitions (FPARQST) – Requisition Print Form

·          Question & Answer

·          Buyer Assignment

·          Assign Buyer (FPAABUY) – Buyer Assignment Form – Pg.  40

·          Automatic Buyer Assignment (FOASYSC) – System Control Maintenance Form – Pg. 41

 

 

Purchasing

·         Assign Requisition to P.O. (FPAPOAS) – Purchase Order Assignment Form  - Pg.  46

·          Enter a P.O. (FPAPURR) – Purchase Order Form  - Pg.  51

·          Enter a Blanket P.O. (FPABLAR) – Blanket Order Form  - Pg.  47

·          Enter a Rush P.O.(FPARORD) – Rush Order Form – Pg.  62

·          Canceling a P.O. (FPAPDEL) – Purchase Order Blanket Order Cancel Order – Pg.  56

·          Procurement Text Entry (FOAPOXT) – Procurement Text Entry Form

·         Entering Clauses (FOACLAU) – Clause Entry Form

·          Changing P.O.’s (FPACHAR) – Change Order Form – Pg. 57

·          Canceling Changes (FPACDEL) – Change Order Cancel Form – Pg.  61

·          Post P.O. (FGRACTG) – Posting Process

·          Print P.O. (FPAPORD) – Purchase Order Print

 

Purchasing Query

·          P.O. General Query (FPIPURR) – Purchase/Blanket/Change Order Query Form  - Pg.  63

·          Open P.O. by Buyer (FPIOPOB) – Open Purchase Orders by Buyer Form

·          Open P.O by Vendor (FPIOPOV) – Open P.O.’s by Vendor Form

·          Query Blanket Orders (FPIBLAR) – Blanket Order Activity Form  - Pg.  50

·          FPAEOCD – Purchase Order Close

·          FPPPOBC – Purchase Order Auto Close Process

·         Document History (FOIDOCH) – Document History Form – Pg.  64

 

 

Wednesday, March 15, 2000    8:30 – 12:00, 1:00 – 4:30

 

Bid Processing

·          Enter Requisition (FPAREQN) – Requisition Entry Form

·          Assign Buyer (FPAABUY) – Buyer Assignment Form

·          Assign Bid (FPACTBD) – Bid Creation Form – Pg. 42

·          Prospective Bidders (FPAPRBD) – Prospective Bidders Form  - Pg.  43

·          Approve Bids (FPABIDH) – Bid Header Form – Pg. 43

·          Enter Quotations from Vendor-(FPABIDE) – Bid Entry Form – Pg. 44

·          Print Bid (FPABIDD) – Print Bid Form – Pg.  44

·          Bid Comparison Query (FPIBIDC) – Bid Comparison Query Form – Pg.  44

·          Bid Alpha Search (FTIABID) – Bid Alpha Search  - Pg.  45

·          Bid List Form (FTIBIDS) – Bid List Form  - Pg.  45

·          Award Bids (FPABAWD) – Bid Award Form  - Pg.  45

·          Complete Purchase Order (FPAPURR) –Purchase Order Form

 

 

Receiving

·          Receive Goods (FPARCVD) Receiving Goods Form – Pg. 66

·          Return Goods (FPARTRN) Returned Goods/Rec. Adjustments Form – Pg. 69

·          Receiving Goods Query Form (FPIRCVD) – Pg. 68

 

 

Thursday,   March 16, 2000    8:30 – 12:00

 

·          Review

·          Questions & Answers

 

 

Email with comments Last Revised: Monday July 26, 2004 11:01:51 AM