Making a Purchase

Requisitions/Banner 

Training Website

Step-By-Step Instructions

Tips 

• Do not include $0.00 commodity lines or FOAPAL/Accounting lines.  If a $0.00 line is entered, your requisition will not process into a purchase order.  If there are items on  your order that are free, please list them in Document Text .  If a $0.00 line is created by accident, you can remove the line by selecting Remove from the Record menu or by pressing Shift-F6 on the keyboard.  Note: You may need to enter a U/M, QTY, and Unit Price before Banner will allow you to remove the $0.00 line.
• When entering commodities, please replace the default description with a description of the item you are requesting.  Use Item text if the description of the item is too long for the field.
• Include accurate quantities and unit prices.  If you don’t know the exact dollar amount of the items you are purchase, please make an educated guess.
• If a standing order, or open PO, is needed, please indicate it in the Comments section of your requisition.
• If you are unable to find a vendor through a database search, please enter the vendor information in the requisition.  You can use the Vendor , Contact , and email fields on the vendor screen, or you can put the information in Document Text .  Please include all vendor information, including: company name, address, phone number, and fax number.
• If the total of your order is over $2999.00, and will need to be bid, please include enough detail to allow Purchasing to proceed with the bid process.  You can also include a list of vendors that you would like us to include in the bid process in Document Text .  (Note: Purchasing may include other vendors in the bid process.)
• If you are claiming your order is a sole source, please indicate this in the Comments section of your requisition.  You will then need to fill out the Sole Source Justification Form , have it signed by your department head, and send it down to the Purchasing Office (MS 188).  We will research your claim, and if it is found to be a sole source, we will get the proper VP approval.  Note: Sole Source procurements over $30,000 must be advertised for 5 business days.