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VILLANOVA UNIVERSITY BANNER FINANCE SYSTEM (BFS) QUICK REFERENCE GUIDE TO BFS RECEIVING GOODS FORM (FPARCVD) & RETURNED GOODS/ADJUST RECEIVING FORM (FPARTRN )August 2000
This QUICK REFERENCE GUIDE provides a very brief summary of the BANNER Finance System Receiving process at Villanova University. Departmental on-line posting of receiving is required on purchase orders where the amount is greater than $5,000.00 but less than $9,999.99 and PO class is AP@ (tangible items). Purchase Orders greater than $10,000.00, class AP,@ the responsible department must sign a Receiving copy (pink) of the PO and send to Purchasing.UNIT will continue to post receiving on all computer-related purchase orders up to $9,999.99. POs greater than $10,000.00 the responsible department must sign a Receiving copy (pink) of the PO and send to Purchasing. PREREQUISITES You must have the appropriate Oracle Database IDs and passwords. These are issued by UNIT. Call the UNIT help desk for assistance in having these established. In order to use BFS, your Department Head must submit a written request to the Assistant Controller/Accounting, indicating the level of access and approval authority you are to be granted. REFERENCE GUIDE CONVENTIONS # When you are asked to Akey@ information, type the requested characters or numbers in the space identified.# Throughout this guide, whenever entries are required in a form field (data you will need to key), the fields are designated as [FIELD NAME]. Please do not keydata in any other fields except as noted in this guide. # Names and data appearing in quotes(A @) should be keyed just as they appear in this guide (do not key the quotation marks).# CLICKING refers to using the mouse.Some items are case sensitive, so if you see them in all lowercase letters in this guide, enter the information in all lowercase letters. In other cases, information must be entered in ALL CAPITAL LETTERS. For certain data, such as vendor names, please enter using the correct combination of uppercase and lowercase letters. # Italic type is used to denote steps which are not always required, such as special notes to Purchasing or additional line item text.# Form names that are Underlined and in italics must be clicked on to access.# When you see two commands WITH a + between them, key them at the same time (hold down one key, while pressing the other).
B. Status line (directly beneath auto hint): displays record count and up or down arrow. C. Dialog box (pop-up window): displays when BFS needs a response from you. Gives you at least two choices and sometimes more; for example, when you try to exit a form without saving your changes. Press Tab (next field) then enter or Click your response choice. D. Alert Box: displays to notify you of a condition that may affect how you enter information or the kind of information you enter. These must be acknowledged to continue; press Enter.
SYSTEM SIGN-ON Double Click on BANNER4 icon.
BFS General Menu Application Form will be displayed.
Receiving Document Create:
RECEIVING ITEMS Receive All Purchase Order Item or Select Purchase Order Items.NOTE: If PO was charged to 75xx account(s), Asset Information window must be completed before accessing Completion window. Refer to panel 5: Posting FXA Receiving for detailed instructions. Click on Select Purchase Order Items. Cursor resides in [Receive All] field. (Note: You can press Space Bar to select [Receive All] if upon review of displayed PO items you determine that you have received all items. Press Shift+F6), refer to step 7 above for review of receiving information.). To proceed with select items, press PgDn (next block). Press Down Arrow (Next Record) to scroll displayed lines. Press Tab to [Add], press space bar to mark line item(s) you want to post receiving against; press Shift+F6 (commit). Alert box: ATransaction complete: x records applied and saved.@ Press Enter to acknowledge. Item(s) selected will disappear from window; press Ctrl+q (exit).Press PgDn Press Tab (next field) to [Current], key the number of items received, press Tab. If This is the Final Receiving for this line Click on AFinal Received?@ Check Box. If single line item receiving, press PgDn to access Completion window. If multiple line item receiving, press Down Arrow), to continue posting receiving on each selected item. When all receiving has been posted, review receiving entries; press Up Arrow to scroll through line items. PgDn (next block) to access Completion window.NOTE: If PO was charged to 75xx account(s), Asset Information window must be completed before accessing Completion window. Refer to Posting FXA Receiving below. NOTE: Once you complete a receiving document, no changes are permitted. You must use Returned Goods/Adjust Receiving form (below) to adjust/delete receiving. Click on Green Circle next To [Complete]. Auto hint line: AReceiver document #Yxxxxxxxx has been completed.@To continue posting receiving, repeat from panel 3, step 2. Search for PO number: [PO Number] Click On searchlight, Click on FPIOPOV Enter Vendor Number or click on searchlight to search for vendor. Tab to Fiscal Year and enter year of Purchase Order (leave Blank for all years), option - enter [Organization Code] to search for only your Purchase Orders. Press PgDn, Scroll through list (view detail on purchase order by clicking on Query Purchase Order information - Ctrl+q to exit back to Receiving). Once you have located the correct PO press Shift+F3 (exit w/value). To requery, press Shift+F7 (clear form) key new parameters; continue with step 7, panel 4. If PO not found, press Ctrl-q (exit), as you cannot continue the receiving process. Make a note of the Receiving Document Number, press Ctrl-q (exit). You may return and complete the document at a later date. Posting FXA Receiving: Click On Asset Information in left column. Asset Information window displays. Key: make (followed by item serial number or vehicle identification number), model (followed by vehicle license tag number), and manufacturer; press Shift+F6 (commit).
RETURNED GOODS/ADJUST RECEIVING (FPARTRN) :
SYSTEM SIGN-OFF When you have completed your BFS session, you need to sign-off the system. Press Ctrl+q twice. 1. Banner will show an alert box |
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Last Modified: Fri Aug 16 12:07:56 GMT-05:00 2002
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