Accounting & Financial Reporting

Banner Helpful Reminders

When entering a requisition:

Enter your org code(s) in the index(es) field.
Click Validate.
The system should then populate the org, fund, and program fields, and the index field should disappear.
Enter your account code(s) and accounting (I.E. 100 if 100%).
Click Validate again.
After validating the second time, check the top of the screen and see that it says validated with no errors. If so, click complete.
Never enter anything in the org, fund, or program fields. This will cause a lot of problems. If you make an error, put in the index again, and validate again.
Do not change the organization number that defaults at the top of the requisition. This can cause problems when Purchasing converts your requisition to a Purchase Order.