web 4 & banner 9 guide to online requisitions by …...revised: 1/2/2019 web 4 / banner 9...

Revised: 1/2/2019

WEB 4 / BANNER 9 Training Manual

WEB 4 & BANNER 9 GUIDE TO ONLINE REQUISITIONS

BY WILLIAM ERIC BRAINARD & GARTH KWIECIEN

Revised: 1/2/2019


Revised: 1/2/2019


Table of Contents

(1) Section 1 WEB4 pages 5-14

(2) Section 2 One Page Guide to WEB4 page 15

(3) Section 3 approvals in WEB4 pages 16-18

(4) Section 4 Banner 9 pages 19-26

(5) Section 5 1.25 page Guide to Banner 9 pages 27-28

(6) Section 6 approvals in Banner 9 page 28

(7) Section 7 Budget look ups in Banner 9 pages 28-33

(8) Section 8 Copying a Requisition in WEB4 pages 33

(9) Section 9 Copying a Requisition Banner 9 page 34

(10) Section 10 Banner Screen Commands page 35

(11) Section 11 Banner Vendor List pages 36-39

(12) Section 12 Commodity Code List pages 40-45

(13) Section 13 Requisition Log page 46

(14) Section 14 Look Up screens in Banner 9 page 47

(15) Section 15 Look Up screens in WEB4 pages 47-50

(16) Section 16 Banner 9 short cut keys list pages 51-52

(17) Section 17 Account Codes page 53

(18) Section 18 Trouble Shooting & FAQs pages 54-58

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Revised: 1/2/2019


Let’s Start…

STEP 1.: GO TO CHROME

Type in City College of San Francisco and hit enter or click the CCSF Home Page Link

Revised: 1/2/2019


Step 2.: Click the MyCCSF Link

Step 3.: Click the RAM ID Login Portal

Step 4.: Click the SSB / WEB4 box

Step 5.: Click on the Finance tab

Step 6.: Click on the Requisition tab

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Note: Enlarge the screen to max size then Click the create requisition tab

Step A: Enter the Delivery Date * or use the calendar icon in Month/day/year order XX/XX/XXXX

Step B: Tab to Ship To Location * and either enter the ship to code (Mine is DBO2) or use the search

box and enter a first name like eric and click on DBO2

Note: It should then look like this

Step C: Tab to Organization and enter it if it is not automatically populating

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Step D: Then go to the bottom right of the screen and click the red next tab

Note: Then the screen looks like this

Step E; If you know the vendor number enter it in the Choose vendor box and hit the enter button on

the keyboard, otherwise mouse click in the Choose Vendor box and box will appear below it where

you enter the vendor name using a % first, then capitalize the first letter of the vendor name then

lower case the rest of the name and end with a % like I do in the example below for %Troxell%

Note: I know I want the 446 Old Country Road Pacifica Address so I click it and this appears

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Note: Notice the Requisition appears near the top left of the screen, write down the Req. number in the

online requisition log you maintain at your desk.

Step F: Then I click the red next tab at the bottom right

Note: That now brings you to where you start to enter your commodities “Things you are purchasing”. If

you know the commodity code (Paper is 70.1 as an example) click the Choose Item box and another box

will appear below it and type in 70.1 and the another box appear s below that says Paper (70.1) click

that box

And this will appear

Revised: 1/2/2019


The * means you must populate that box. Tab to the Unit of Measure * box and either leave it ream or

use the grey shaded part of the box with the downward pointing arrow to pull down other option and

type in something like case and WHALLA you can click in the bottom box Case (CS)

Then tab to tax group and 95% of the time you just leave that alone (Software is not usually taxed)

Then tab to Quantity * and enter how many of the item you are buying (I am buying 10 cases of paper)

Then tab to Unit Price * and enter the price per case (I am using $28 per case)

Then I mouse click in the Public Comment box and enter the things like the Quote Number, the

manufacturer part # or SKU and description. ****Note***** Unlike Banner 9 the TEXT wraps like Ice-T.

Revised: 1/2/2019


Step G: Then click the red Save box at the bottom right

Note: Then the screen looks like this

Note: If you need to add another commodity code for let’s say shipping then click the choose Item box

again and repeat the steps above until you have entered all the commodities you wish to purchase like

shipping and type in shipping and click on the box below Shipping (126)

Tabbed to Quantity * and put the number 1 then tabbed to Unit Price * and put $50

Then tab or you can mouse click to/on Public Comment box and enter any special shipping instructions

****Another awesome WEB4 feature is the spellcheck in the Public Comment box ****

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Step H: Then click the red Save box at the bottom right

Now let’s complete the requisition with the FOAPAL (Funding string). Click the red Add Accounting tab at

the bottom right

Tab to the Fund * box and click in the Choose Fund box and if you know your fund number (6 digits or

the letter “U”) *** BUT*** In WEB4 you MUST, I repeat MUST type in (Not the letter “U”) but general

fund unrestricted then select it and hit tab to go to Organization *

Then your default organization code (Mine is 1520 Purchasing) automatically appears if you use multiple

organizations enter the one you want.

Tab to Account * and click the Choose Account *box and enter the account code in the box below it if

you know it (Like 4301 is printing supplies) or type in printing and see the results and select the one you

want. You will notice the drop down box becomes the drop up box.

Then tab to the Program box, click it and enter your program code in the box below and click the 6720

Fiscal Operations option from the box below.

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Then tab to Activity, click it and enter your activity code (Using the full word like support or credit in the

box below (mine is Support) and click the appropriate option from the box(s) below

Or credit

Step I: Then click the red Save tab at the bottom right

And it should look like this

You can now click the red Submit Requisition tab at the bottom right

Or click the Save as draft tab near the upper right

Or delete it altogether if you are just practicing (Like I am here)

Revised: 1/2/2019


As of January 1st 2019 the Attachments tab is currently not operational

So I clicked the submit requisition tab and guess what appeared in the upper left? When you see that

click the red Save tab at the bottom right then the

Then click the red Save tab and the bottom right

Then the Save as draft tab

Which bring you to this screen.

And there is my requisition R0014124 under Draft Requisitions. Once I do a budget transfer I can click on

the draft tab to the right under Status and complete the requisition and approve it etc... Eventually you

want to clear out any draft and pending requisitions. I hope this guide is helpful and, “May Banner 9 and

WEB4 be with you”.

Revised: 1/2/2019


One Page guide to WEB4

1. Click on the Chrome Icon

2. Type in or go to the City College of San Francisco website

3. Click MyCCSF

4. Click on RAM ID Login Portal

5. If your information (user name and password) auto populate then click the Login tab

6. Then click the SSB / WEB4 tab

7. Then click the Finance tab

8. Then click the requisition tab

9. Then click the Create Requisition tab

10. Then tab to and enter the Delivery Date *

11. Tab to Organization * and enter it if it does not auto populate

12. Tab to ship to location and enter it or look it up and select it

13. Click the red Next tab at the very bottom right of the screen you may need to scroll down

14. Enter then select or look up the vendor number/code then select

15. Then click the red Next tab at the bottom right

16. Then click the Choose Item box and either enter the commodity code and select it or look it up

by name and select it

17. Then click Unit of Measure * and enter it or leave it be if it is correct

18. Tab to Quantity * and enter the quantity

19. Tab to Price * and enter the price

20. Tab to Public Comment and enter the item text

21. Click on the red Save tab at the bottom right

22. If you are buying multiple/different commodities repeat steps 16 -21

23. Click the red Add Accounting tab

24. Click the Choose Fund box and enter the 6 digit fund or General Fund Unrestricted and select it

25. Click the Organization * box if needed and enter the code and select it

26. Click the Account * box and enter the account or look it up and select it

27. Click Program * and enter your program code and select it (Or hit enter)

28. Click Activity * and enter either support or credit and select correct code

29. Click the red Save tab at bottom right

30. Write down the requisition number

31. Click the red Submit Requisition tab at bottom right

32. Approve requisition

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Approvals in WEB4

Click on the Finance tab

Click the Approve Documents tab

Click in the Document Number box and enter the requisition number

Click the Submit Query tab

Click the lower box with History in blue type

And the list of next approvers appears alpha numerically by Queue number

Then click the back arrow near the top left

Then this will appear and you can click Approve in the blue type

If you have multiple documents to approve click in the circle for All Documents which you may

approve

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Then click the Submit Query tab

If you want to see the requisition details before approving click on document number in blue

type

And all the details appear

Revised: 1/2/2019


Then you can use the back arrow to go back and approve the requisition

Then if you want to approve the requisition click Approve in blue type

Then this will appear

Then you MUST click the Approve Document tab if you want to approve it

***If you change your mind about wanting to approve it you can click the Cancel tab prior to

clicking the Approve Document tab*** but you have to ask yourself “Why would I

approve something only to cancel it seconds later”, right !!!

Then this screen will appear letting you know the requisition is approved by you and if you want

to approve more requisitions click the Continue tab

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Welcome to Banner 9

Table of contents

https://pixabay.com/en/cup-cake-muffin-birthday-9-275546/

Revised: 1/2/2019


1. Brief how to for Banner 9

2. Banner Screen Commands

Brief How To

Log onto Chrome

Go to the City College of San Francisco home page by either typing in City College of San Francisco

Or if Chrome remembers you have gone there before then click the CCSF Home Page Icon. I know what

you are thinking, “Why not click the Banner 9 icon below” however if you did any practicing in Banner 9

PPRD “Pre-production Banner 9” then that is where it will take you instead of the Production Banner 9.

If you never did pre-production Banner 9 then you may be able to use the Banner 9 icon below.

Once the CCSF Home Page appears:

Click on my CCSF

Click on Ram ID Login Portal

Revised: 1/2/2019


Login

Banner recognizes me as I have opted to have it remember my login and password so all I need to do is

click the login box above

Then click the Banner 9 Box

That takes you to the Banner 9 main menu

Here at the main menu is where you type your screen commands and then press the enter key (Please

reference table of contents for the guide). FGIBAVL is the available budget command

Revised: 1/2/2019


Press enter or click on the link below it to select it.

If this screen appears it means you have requisitions to review and approve

If this box did appear then click the X in the top left of the tool bar

And this screen should appear

Fill in Fund then Organization then account (Put 4000) then program then click either the GO icon in the

upper right (Under Tools in the tool bar) or click the next section icon in the lower left (Down Arrow)

Revised: 1/2/2019


Please note the alt key + the page down key on your keyboard works as well to take you from section to

section.

Then if you want to do another budget look up click the green start over tab

Or to begin your requisition click the close icon (X) in the top left of the tool bar

Type in FPAREQN then press the enter key

This box should populate you do not need to

populate this box and if you want to copy a previous requisition click the copy icon

And enter the requisition # you wish to copy then click OK

The rest of the requisition I do here is NOT from a copied Requisition!! I just wanted to show you how to

do it. Now to get to the next section on a non-copied AKA Fresh Requisition click either the green GO

icon in the upper right corner under the tool bar or use the next section icon

(Downward pointing arrow) at the lower left or the Alt key + Page down key on the keyboard.

Revised: 1/2/2019


Then this page appears

Please populate the delivery date (Now it is month first numerically then day of the week then the 4

digit year). Feel free to populate the comments box with things like PO/TP/LA/Send PO to me not

vendor)etc.. You also need to populate the ship to box

Then click the next section icon

Type in the vendor number

Revised: 1/2/2019


Then press the tab key

Then click the next section icon or alt + page down keys

Type in the Commodity Code, then tab to quantity and enter it, then tab to unit price and enter it then

tab back around to commodity code and stop.

It should look like this

Now in order to do ITEM TEXT go to the tool bar and select RELATED and then select item

text

Then click the next section (Down Arrow at the bottom left) and type in your item text

To do your next line of item text use the down arrow key on your keyboard

Revised: 1/2/2019


Then click the save icon at the bottom right then the close icon in the upper left

Then click the next section icon and enter your FOAPAL

Remember to press the tab key 11 clicks from the activity code to get back to the number 5 under COA

and it will look this

Then click the next section icon or the alt + page down keys and then write down the requisition

number in your requisition log it shows near the top left of the screen and

watch out for insufficient budget messages in the upper right corner

Then click complete if you want to complete (Don’t do it if you get the insufficient budget warning) or in

process if you want to get back to it later

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1.25 Page Guide to Banner 9

1. Click the Chrome icon “Actually Double Click it”

2. Enter City College of San Francisco or click on CCSF Home Page if that appears

3. Click on the MyCCSF tab

4. Click on the TAM ID Login Portal

5. Enter your user name, check the I am Staff/Faculty box and enter your RAM ID password

assuming all of this does not auto populate, mine auto populates so I just click the Login tab

6. Click the Banner 9 tab “Shown above at the top of the page”

7. Type Requ and select the 3rd option (FPAREQN) from the dropdown menu or type in FPAREQN

and hit enter

8. ***If you have requisitions to approve it will show you how many*** Click the X (Close icon) at

the far top left of the Red Tool Bar opposite of the pull downs Add, Retrieve, Related, Tools

9. Then Click either the green go icon at the far top right OR the Next Section icon (Downwards

pointing arrow at the bottom left of the screen “That is what I recommend”

10. Enter the delivery date “2 weeks from today is a good rule of thumb” you can use the calendar

icon

11. Tab to ship to the Ship To box and enter it or use the search icon to look it up & select

12. Click the next section icon at the bottom left of the screen

13. Enter and click the tab key or look up the vendor number with the search icon and then click the

top option tab twice to Last Name

and put a % then Capitalize the first letter of the Vendor name and a % at the end and

click the Go tab at the middle right of the screen then double mouse click on the ID

number you want

14. Then click the next section tab (Downwards arrow) at the bottom left of the screen

15. Enter the commodity code or use the search tab (box with three dots) then select Commodity

Validation tab to the Description box, click the filter tab at

the far top left under the Tools pulldown tab tab to the Description box and put a % in

then Capitalize the first letter of the commodity description and a % at the end

then click the Go tab then double click the commodity code you desire

16. Tab to Quantity and enter it, then tab to Unit price and enter it, then tab back to Commodity

and stop

17. Then go to the Related tab in the pull down menu (Top right) and select item text then click the

next section tab at the bottom of the screen enter your item text using the arrow key to add

additional item text lines then click the save tab at the bottom right the click the close tab

(X) in the pull down menu bar at the top left . Repeat steps above for multiple commodities

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18. Then click the Next Section tab (Downwards arrow) at the bottom left and Enter the FOAPAL

and tab all the way back (11 tab clicks from the Actv box) to the number 5 under COA.

19. Write down the requisition number in your requisition log

20. Then click the Next section tab

21. Then look for any error messages at the top right if there is one like Insufficient Budget then

click the In Process tab otherwise click the Complete tab to complete it

Approvals in Banner 9

1. Get to the main menu and type in FOAUAPP or app and select FOAUAPP (2nd option)

2. You may get the notification you have requisitions to approve so you click the close tab (X) in

the red menu bar top left next to the words Approvals Notification

3. Then click the Next Section tab (Downwards Arrow at the bottom left) and all of them will

appear. However, if you want to see ALL OF THE PEOPLE IN THE APPROVAL QUE FOR A

PARTICULAR REQUISITION then delete your user ID number (mine is wbrainar) tab to the

Document box and enter the entire requisition number including the “R” and click the Next

Section tab then click the Queues tab then the Next Section tab and it shows all

approvers on all levels then you can click the Detail tab if you want to view it or click the

Approve tab if you want to approve it or the Disapprove tab to disapprove it.

4. You can use the arrow keys to see who the approvers are in each Queue being aware that the

queues are listed alpha numerically not necessarily in the order the approval routes. Use logic to

determine how it routes

Budget Lookups in Banner 9

Type in FGIBAVL and press the enter key or type in budget and select FGIBAVL

If you get this screen telling you that there are things for you to approve

Revised: 1/2/2019


Click the close tab (X) and the far left of the tool bar and if you don’t get this screen you go right

to Budget Availability Status where you tab to 4 boxes and enter information (Fund) (Organization)

(Account) (Program)

I like using 4000 for the account so I see all 4000, 5000 & 6000 acounts then click the next section

tab at the bottom left (Downwards Arrow) and your available balance will show towards the

far left by account and then give you a total of all accounts in the Total column

This is the one and only true budget availability screen. Mind you, this shows program code specific

funding availability so if you have multiple PROGRAM codes as many Campuses/Centers have then

each one must be looked up separately. You may ask, “What Program code(s) are my money loaded

in to?”. Good question !!! GO to the main menu using the Close (X) tab and type in FGIBDSR

and press the enter key or select it from the dropdown. The screen below

appears and put just your Organization and then Fund into the appropriate boxes and remove

program and account information if it is showing leaving the Chart/Fiscal Year/Commit Type boxes

alone and click the Next Section tab at the bottom left (downwards arrow) then use the arrow

keys on the keyboard to scroll down to the accounts you want (Let’s use 4303 as an example).

Revised: 1/2/2019


Then go to the Related pull-down tab in the menu bar and select Transaction Detail

Information Please note F3 is listed as well. For most Banner

commands there are short cut keys. I will try to provide that list. The F3 command key executes the

same function as clicking the Transaction Detail Information link. I like F7 to clear things and F8 to

populate as an example. Instead of clicking the Next Section tab you can use the Alt and Page Down

or Page Up keys on the keyboard. So I clicked the link and here is what you see.

So as you can see, once I scroll to page 2 that $562.80 was originally loaded into account 4303 using

the complete FOAPAL U-1520-4303-6720-S

FGIBDSR will not only show the correct Program code to use but it is great for spending history. If

you are new in your department or position you can look up last year’s PO’s and copy the

requisitions (By Budget) below is an example. Arrow to that line

Go to the Related pull down tab in the menu bar and select Query Document by Type

and use the Next Tab to scroll through the screens of the document,

in this case TP13643. Anyone and into to anyone else’s documents and view them and copy the

requisition associated with it. In this case R0013643

Revised: 1/2/2019


I mention this because not every requisition is perfect but most requisitions converted to Purchase

Orders have corrected many of the mistakes on the requisitions so it is good to view both before

you blindly copy someone else’s or maybe even your own requisition. Now with WEB4 looking up

your prior requisitions is far easier than this method. The other way to look them up is in FPAREQN

using the search tab then click either the F7 key or click the Filter tab then go to Requester

Name using a % then Capitalize the first letter of the last Name and % and the end then click the Go

tab then go the Per Page pull down and select 10

And it looks like this

Copying a Requisition in WEB4

Now that you know how to look up your’s and other people’s requisitions in Banner I will quickly

show you WEB4 the new will copy a requisition in both WEB4 then in Banner 9. I will try to discuss

the other ways to look up PO’s (FPIOPOV then enter the vendor # and all PO’s by year are listed and

you can use FOIDOCH to see the requisition #) even if you don’t know the Requestor name or

FOAPAL used.

Revised: 1/2/2019


Go to WEB4 click on the finance tab then click on the

Requisition tab then this screen appears

Use the red View More tab to see more. Now let’s say you just want to see Ricoh requisitions that

you have done. Type Ricoh in the search engine box with the magnifying glass and press enter or

click the magnifying glass and this appears

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If you want to copy the first one listed R0013700 then click in that section/box anywhere and it

highlights then pulls up the requisition and allows you to look at it

And if you want to copy it click the Copy Requisition tab at the top right

And it will ask if you want to copy this requisition choose Yes

Then you write down the newly created requisition number in your Requisition Log (R0014166)

and enter the delivery date and change any of the

other data on the requisition as needed. Use the scroll bar on the far right of the screen to scroll

down to the bottom of the screen and click the red Next tab then the Next tab again if

everything remains the same from the previous requisition remember you can change anything

on the newly formed requisition except for the newly created requisition number. I mean anything

can be changed just not the req #. Your almost done. All you have to do now is click the Submit

Requisition tab then go to the approval screen and see who all will need to approve it

then notify those people and if you are an approver go ahead and approve it and then track its

progress using FOIDOCH in Banner 9.

Revised: 1/2/2019


Copying a requisition in Banner 9

Click on the Banner icon

Type FPAREQN in the main menu box and press the enter key or select FPAREQN

If you have documents to approve click the close tab (X) then click the Copy tab

Then enter the requisition number you want to copy and press the tab key to make sure it is the

right one then click the OK tab

Then tab to the delivery date box and enter it

Write down the newly created requisition number (R0014167) in your requisition log then use the

Next Section tab to go through the screens changing anything you need then at the last screen

click the complete tab then do the normal approval process.

Revised: 1/2/2019


Banner Screen Commands Version 3

Main Commands for on-line requisitions

FGIBAVL Budget info plus pending

FGIBDSR Budget history (but not pending)

FPAREQN Creates an on-line requisition

FOAUAPP Approval Screen

Other Helpful Screens

FOIDOCH View on-line req status & PO#

FTMVEND Look up vendor # and information

FPARDEL Delete on-line requisition

FPIOPOV Looks up all PO's by vendor

FPIPURR PO information

FGIENCD Looks up TPA balances & if PO is open

FAICHKH Look up by check #

FAIVNDH Look up all payments & invoices by vendor

Revised: 1/2/2019


Vendor List

Vendor List 2/21/2016

Vendor Name Vendor # Phone Fax E-mail

A Maciel Printing @00050046 648-3553 648-2529

Acco Engineering Systems @00294772

415 399-1549 [email protected]

Agilent @00028690 415 990-7621

302 633-8901

Air Gas NCN 0576101 415 648-9353


Air Science USA @00030069 800 306-0656

800 306-0677

Amazon @00013797

Apple @00002879 512 674-6770 [email protected]

Arrow Accoustics @00294154 510 783-4900

510 783-4970

B&H Photo Video @00001905 800 947-8003


Bailey Fence Co @00145225 510 783-2980

510 783-2989

Barnes and Noble 3842101 510 524-0087

510 524-1560

Bay Line Mechanical @00233815 415 648-1225

415 648-1458

Bay Press Services 2640901 510 783-3701


Bayside Printing @00113333 650 742-0660


Bio-Rad Laboratories 0337901 800 876-3425

800 879-2289

Boundtree Medical 9137701 415 4353733


Carolina Biological Sply 0452401 336 538-6207


CCSF Bookstore @00279103 239-3471 415 335-5300

CDW-G 3796601 312 705-4536

312 7523985 [email protected]

Cenveo 1166901 510 207-1775 [email protected]

CI Solutions @00213684 925 938-5934


Claddagh Refrigeration @00254830 415 645 9248


mailto:[email protected]












Revised: 1/2/2019


Cole Hardware 0527002 415 647-8700

ComputerLand 0546901 408 519-3227


ComputerLand 0546901 408 519-3240


Cupertino Electric @00151491 415 970-3410

Dataway @00175003 415 582-8700


Dell 0631401 512 513-9379


Demco 0634201 800 462-8709

800 329-4728

Dick Blick 0240901 800 828-4548

800 621-8293

EC West @00158831 805 439-2215


Ellucian @00192762 610 578-5135


Erlab Inc. @00029899 800 964-4434

978 948-3354

Fisher Scientific 3655601 800 766-7000

800 926-1166

Folger Graphics 2640801 510 887-5656


Fred E. Turner @00003487 510 783-2500


Grainger 0855101 415 864-4700

415 863-8985

Hitachi High Technologies @00002412

800 548-9001

925 218-2900

Home Depot @00000045 650 757-9360

650 758-3417

J Snell & Co 1726601 415 206-7700


JDR Microdevices 9092201 800 538-5000


K. Doving 0667601 415 861-6694

415 861-7485

Kelly Paper @00003946 415 522-0420


Kessler Thermometer Corp @00261357

631 841-5500

Konica Minolta (lease) @00302496 415 268-1106 [email protected]

Konica Minolta (copy chrg) 1259001


Kratos @00279631 714 525-4350














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Lab Safety Supply 1089101 800 356-0783


Laerdal 1090501 877 523-7325

800 227-1143

Leslies Ceramics @00112720 510 253-0334

510 524-7040

Lowes @00146383 415 486-8611

415 486-8614

Markertek 2320401 800 522-2025

845 246-1757

Master Mark @00195966 206 762-9610

206 763-8492

McGraw Hill *mcgraw 877 226-4997

800 998-3103

McKesson 1768101 415 730-0995


McMaster Carr Supply @00003327 562 692-5911

562 695-2323

Mettler Toledo 3106401 800 638-8537

614 438-4525

Midac 3726801 413 642-5595

413 579-5393

Monoprice @00225122 909 989-6887

909 989-0078

MSC @00001387 800 210-4019

800 255-5067

Napa Valley College @00000596 707 253-9255

707 253-3253

NASCO @00001273 209 545-1600

209 545-1669

Nasco Modesto @00001273 800 558-9595


Nova Color Artists Acrl Pnt @00294126

310 204-6900

310 838-2094

Office Depot 2961101 415 356-5731 [email protected]

Paradigm @00204121 757 333-4823


Pearson 0000394 877 202-4572

800 445-6991

Pocket Nurse @00030620 800 225-1600


Precision Roller @00214869 800 323-9523

623 581-6469

Prestige Graphics @00005048 800 383-9361


R & H Wholesale 1522001 415 970-5000

415 641-0455

Radio Shack 1811001 800 442-7221

817 415-0263








Revised: 1/2/2019


Ricoh @00002946 650 201-1464


RS Means Company @00050511 770 849-6410


Safeway 1613501 623 869-3421

Scantron 1652701 800 735-2566

717 684-1350

Sehi 1675201 800 346-6315

949 498-1770

SF Ice Company @00003802 415 671-1055

415 671-1060

Sigma Aldrich 0160801 800 325-3010

800 325-5052

Stubbs & Leone @00001588 925 974-8600

925 974-8601

Sysorex USA @00023299 415 389-5526


T&B Sports 941595671 453-2433 453-6588 [email protected]

Tap Plastic 1812001 415 864-7360

415 864-3177

The Examiner 1633401

ThermoFisher Scientific 3655601 800 766-7000


Tiger Direct 9170001 866 310-3416

630 848-4152

Trimark Economy 0693401 415 626-5611


Troxell 0261601 330-0250 330-0259

Uline *ULINE 800 958-5463


Unisource @00002188 925 227-6012


UPS 1897801

US Plastics Corp. @00140424 800 809-4217


Vila Construction @00292041 510 236-9111


VWR @00000056 800 962-2660


Wards @00000124 800 962-2660


Zones 1162701 253 288-6011 [email protected]














Revised: 1/2/2019


Commodity code list

Revised: 1/2/2019


Revised: 1/2/2019


Requisition Log

Requisition Number Purchase Order # Date NSF Y/N Remarks/Names/Vendors/Notes

Revised: 1/2/2019


Look Up Screens in Banner 9

Type in FOIDOCH at the main menu in the command box and press the enter key

You may get the screen alerting you of things to approve, click the close tab otherwise you

go to this screen directly

Type the letters REQ in the Document Type box

then the requisition number in the

Document Code box then click the Next

Section tab at the bottom left of the screen or the Alt and Page down keys on your key board

Then this screen appears telling us a PO was created from the requisition

You can see that both the Requistion and Purchase Order have been approved

If you want to view the Purchase order arrow down or mouse click on the Purchase Order line

then go to the Related tab in the toolbar and select Query Document by Type

then click the Next Section tab through all the screens and

using the Related tab to view item text from your commodities. To close out of FOIDOCH use the

Close tab until you are back at the main menu

Revised: 1/2/2019


A Web4 look up (Like FOIDOCH in Banner 9) go to the Finance tab

And you see your requisitions that are still pending (Not approved) using the red View More tab

to see all (In this example 4)

Click View More and now all 4 appear

These tabs here take you back one screen or forward one screen or refresh the page

by clicking this at the very top left it

Revised: 1/2/2019


brings you back to the RAM ID Logon Portal

So if you want to see the status of your completed requisitions click on the View More tab in the

completed Requisitions area under status. If you want to see the completed Purchase Order

number click the circle with the letter “I” as in information

Revised: 1/2/2019


And then if you click in the shaded box under Purchase Order Info where is says PS13839B –

Completed it allows you to view it

Using the next tab at the bottom right you can go to all 3 screens if desired. To get out

completely or back to your list of completed requisitions use the back arrow tab

You can use the up and down arrows in each column to sort by Requisition number, Date,

Amount, Vendor, Status in Alpha Numeric order

And you can always just look up the requisition status with search box

Revised: 1/2/2019


Revised: 1/2/2019


Account Codes

Please note this is an old list and 4000 Supplies are now $1000 and less and 6451/6453/6454 are

$1000 - $5000 so please make that edit below.

Revised: 1/2/2019


Trouble shooting & FAQ’s

Don’t FREEKout check out the FREEKwently Asked Questions

(#1) I am stuck in Banner 9 at the very last screen and it gives me the error message Commodity

Codes are not balanced or Something is not balanced and you cannot click the complete tab.

Click the box below the % in the Extended Amount area

Then the curser moves to the left to the box under USD where you type in 100 and press the tab

key 7 times until you are up above that area and back in FOAPAL line on the number 5 under

COA.

Then click the Next Section tab and the complete tab

Revised: 1/2/2019


(#2) I am not sure if the requistion has been approved or who is supposed to arrove it using

Banner 9? Go to FOAUAPP and press enter or click the pull down FOAUAPP

then this screen appears

Press the delete key then the tab key bringing you over to the Document box on the right and

type in the requisition number and click the Nest

Section tab and this screen appears

Click on the Queues tab then this field appears

Then click the Next Section tab and the list of all Approval Queues and the approvers are

listed and if there are multiple approval Queue IDs then arrow through them

(#3) How do I delete a requisition that is not approved Go to FPAREQN in Banner 9 and enter

the requistion # and click the Next Section tab then click the Delete tab then this

message appears then you click the delete

tab again and then this message comes up

Revised: 1/2/2019


And you click the OK tab.

(#4) How do I delete commodity codes, FOAPALs etc.. Use the Delete located in the Commodity

Code and FOAPAL areas (They must be highlit/Bold to be used)

(#5) How do I select the correct Vendor address. Go to Banner 9, type in FTMVEND, press enter,

type the vendor number in the box and click the

Next Section tab and the correct address to use appears in the Procurement box

Write down the number (16 in this case) and click the Address tab in the menu bar

And it shows address Type BU and sequence 1 so since we want sequence 16 use the sequence

number arrows to scroll to 16 or type 16 in the box where the 1 is

now and press enter and you will see this

In Banner 9 the default address should come up and automatically populate BU 16 however in

WEB4 I don’t believe that is the situation so you may need Banner9 to look up the correct

address to use and use the Scroll funtion in WEB4 to find it then select it.

(#6) Can I edit or modify or srt up Vendors ? No, purchasing must do that.

Revised: 1/2/2019


(#7) What I am buying does not have a accurate commodity code? Pick the one closest to what

it actually and remember you can modify a commodity code description (Not the number).

(#8) FGIBDSR says I have $1000 in account 4303 and FGIBAVL says I only have $300. Which one

is correect? FGIBAVL.

(#9) Why don’t I have access to my Fund and Organization code? I filled out all the forms, had

then signed and sent them in 2 days ago. Set up takes time and not every person is set up the

same as the next person. Check the screen commands page and make sure you can access all

your funds and orgs in the screen commands listed (Like FGIBAVL)

(#10) Can I copy and paste? Yes, one line at a time in Banner last I checked using control C then

control V. ****However, in WEB4 you can copy and paste multiple lines/paragraphs in the

Public Comment box also known as item text for the commodity.

(#11) Should I ever unclick Document Level Accounting thinking I will use commodity level

accounting instead, ABSOLUTELY NOT !!!

(#12) Is every feature of Banner 9 and WEB4 shown in this guide? No

(#13) Are there multiple way to go from screen to screen and execute commands? Yes, usually

at least three ways. Double clicking, control keys and tabs

(#14) Did the dropdown search box key change from a downwards arrow in Banner 8 to three

dots in Banner 9? Yes

(#15) Are many of the commands the same in Banner 9 but in a different place with a different

name? Yes. Many moved from the right to the left and from the top to the bottom and from the

bottom to the top.

(#16) Why isn’t the Go key mentioned in the guide? Because right after you

click it and go to the next section/field/screen it changes to do you really

want to start over? My guess is NO. So I recommend either the Next Section tab or the Alt

Pagedown keys.

(#17) Is WEB4 easier for requistions? Yes, however remember you need to look up the budget in

Banner 9 (FGIBAVL) and the correct vendor address to use in Banner 9 (FTMVEND). Or, copy a

requistion with the correct vendor address etc and check FGIBAVL in Banner 9.

(#18) Can I have both WEB4 and Banner 9 open at once and cut and paste back and forth? Yes.

(#19) Can I start in Web4 and continue/complete in Banner or start in Banner and complete in

Web4? Yes

(#20) Can the same requistion be open in 2 sessions of Banner ? No, How about in Banner and

Web4 at the same time? Yes

Revised: 1/2/2019


(#21) Can I start a requsition and not complete it and go back into it later OR can someone else

go into my req (Because I don’t have access to their FOAPAL)? Absolutely !!! Go all the way to

the the last commodity code line, wite down the req # then EXIT the req.

(#22) What is the best scrren to see my TPA balances. FGIENCD

(#23) How can see all payments and invoices paid by vendor or employee (Travel

Reimbursement, petty cash etc). FAIVNDH

(#24) What is a wildcard look up symbol? The Percentage sign ( % ) acts as a Wildcard

(#25) Do I need to Capitalize the first letter in every wildcard search? No but when in doubt or if

no search results appear use a % after the last letter of search ( %Ricoh% as an example)

(#26) Is Banner case specific. Yes in many places it is.

(#27) Can I copy a req that has not been fully approved by purchashing? No

(#28) I am stuck and I can’t get to the next section/screen/field/block what do I do? Click the

next section tab

(#29) I completed a requistion and approved it now I want to edit it. Ask one the higher level

approvers to disapprove it so you can then go back into and edit it and then reapprove it.

(#30) Once a requistion has been fully approved all the way including purchasing, can it be

disapproved and edited? No. You can ask to copy the requistion then have purchasing cancel the

PO if one was already issued then have purchasing cancel the requistion.

(#31) Can purchashing modify/edit anything that is on a requistion when the PO is created from

the requistion? Yes, anything can be changed

(#32) Can I enter a FOAPAL that I have not requested access to? No. Access is Fund and Org

specific.

(#33) Do pending documents affect my account balances? Yes

(#34) Do I see pending documents in FGIBAVL? Yes the pending document box is checked then

go to the Related tab and select pending documents. These relate to your available balance and

if there are mistakes then it can tie up your funds accidently. So always check for pending

documents in FGIBAVL.

(#35) Is the program code critical ? Yes. When in doubt check FGIBDSR by account using the

Related tab in the menu bar and select transaction details so see the complete FOAPAL

(#36) Why is 36 a great number? It is like playing 18 holes twice or 38 if you count the 19th twice

(#37) Do you really have to approve things twice in WEB4 and diapprove things twice in WEB4 ?

Yes. You click approve then another box appears and you need to click it as well. Same for

diapprove.