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.