[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-173160-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-173160-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","banner-finance-purchasing-and-procurement-training-workbook-release-84","Banner Finance - Purchasing and Procurement - Training Workbook - Release 8.4","","Banner Finance Purchasing and Procurement Training Workbook (Release 8.4) provides structured guidance for implementing purchasing workflows in Banner. It covers setup activities, procurement-related forms, internationalization fields, vendor and commodity creation, and mappings between vendor and commodity codes. The workbook also details purchasing operations such as requisitions, bid processing, purchase order creation, standing and blanket orders, change orders, monitoring activity, and standard self-check exercises with answer keys. Updated release and revision notices are included.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/banner-finance-purchasing-and-procurement-training-workbook-release-84/173160/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/banner-finance-purchasing-and-procurement-training-workbook-release-84/173160.png","ImageObject",442,249,{"name":42,"@type":43},"wps_ap_test_251126_0180","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-10-20","2026-09-01",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",14,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What preparation and setup steps are included for purchasing and procurement?","Question",{"text":63,"@type":64},"The workbook covers setup activities, purchasing and procurement form usage, internationalization-related fields, and preparation for vendor, commodity, and buyer configurations.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How does the training describe creating and managing purchasing documents?",{"text":68,"@type":64},"It explains requisition creation, adding text to purchasing documents, querying requisitions by status, canceling requisitions, printing requisitions, and assigning a buyer to an approved requisition.",{"name":70,"@type":61,"acceptedAnswer":71},"What bidding and order processes are covered in the workbook?",{"text":72,"@type":64},"The workbook includes the bid process from identifying prospective vendors and commodities through bid requests, vendor pricing entry, online and printed comparisons, and assigning chosen vendors. It then covers purchase order creation and variations such as standing orders and blanket orders, including change orders.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},173160,1788300623,{"code":4,"msg":82,"data":83},"success",[84,88,93,97,102,107,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":80,"read_time":140},8796095027276,"https://avatar.qwps.com/avatar/d3BzX2FwX3Rlc3RfMjUxMTI2XzAxODA=","Banner Finance\nPurchasing and Procurement\nTraining Workbook\nRelease 8.4 – December 2009\nUpdated 12/14/2012\n\u000f_______________________________________________________________________________________________\nEllucian\n4 Country View Road\u000bMalvern, Pennsylvania 19355\u000bUnited States of America\u000b(800) 522 - 4827\nCustomer Support Center website\n\u0013 HYPERLINK \"http://connect.ellucian.com\" \u0014http://connect.ellucian.com\u0015\nDistribution Services e-mail address\n\u0013 HYPERLINK \"mailto:distserv@sungardhe.com\" \u0014distserv@ ellucian.com\u0015\nOther services\nIn preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing.\nTrademark\nBanner®, Colleague®, PowerCAMPUS®, Luminis® and Datatel® are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, Recruiter, and Open Digital Campus are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners.\nRevision History Log\n12/14/2012\t       Made minor unpdate of language regarding change orders and blanket orders\nNotice of rights\n© 2012 Ellucian. All rights reserved.\nContains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.\nTable of Contents\n\u0013 TOC \\o \"1-9\" \\h \\z \\t \"01_Heading1,2,01_SectionTitle,1\" \u0014\u0013 HYPERLINK \\l \"_Toc323621536\" \u0014Introduction\t\u0013 PAGEREF _Toc323621536 \\h \u00145\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621537\" \u0014Process Introduction\t\u0013 PAGEREF _Toc323621537 \\h \u00147\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621538\" \u0014Set Up\t\u0013 PAGEREF _Toc323621538 \\h \u00148\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621539\" \u0014Set-up Forms Used in Purchasing and Procurement\t\u0013 PAGEREF _Toc323621539 \\h \u00149\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621540\" \u0014Displaying New Person Fields for Internationalization\t\u0013 PAGEREF _Toc323621540 \\h \u001410\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621541\" \u0014Creating a Vendor\t\u0013 PAGEREF _Toc323621541 \\h \u001413\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621542\" \u0014Creating a Commodity\t\u0013 PAGEREF _Toc323621542 \\h \u001420\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621543\" \u0014Linking Vendor Codes to Commodity Codes\t\u0013 PAGEREF _Toc323621543 \\h \u001423\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621544\" \u0014Creating or Modifying Standard Purchasing Clauses\t\u0013 PAGEREF _Toc323621544 \\h \u001426\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621545\" \u0014Creating or Modifying Buyer Codes\t\u0013 PAGEREF _Toc323621545 \\h \u001428\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621546\" \u0014Creating Vendor Agreements\t\u0013 PAGEREF _Toc323621546 \\h \u001432\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621547\" \u0014Self Check\t\u0013 PAGEREF _Toc323621547 \\h \u001435\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621548\" \u0014Answer Key for Self Check\t\u0013 PAGEREF _Toc323621548 \\h \u001437\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621549\" \u0014Day-to-Day Operations\t\u0013 PAGEREF _Toc323621549 \\h \u001439\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621550\" \u0014Process Introduction\t\u0013 PAGEREF _Toc323621550 \\h \u001440\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621551\" \u0014Creating a Requisition\t\u0013 PAGEREF _Toc323621551 \\h \u001441\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621552\" \u0014Adding Text to Any Purchasing Document\t\u0013 PAGEREF _Toc323621552 \\h \u001457\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621553\" \u0014Querying Uncompleted, Completed, and Approved\t\u0013 PAGEREF _Toc323621553 \\h \u001460\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621554\" \u0014Additional Requisition Queries\t\u0013 PAGEREF _Toc323621554 \\h \u001462\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621555\" \u0014Canceling a Requisition\t\u0013 PAGEREF _Toc323621555 \\h \u001463\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621556\" \u0014Printing a Requisition\t\u0013 PAGEREF _Toc323621556 \\h \u001465\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621557\" \u0014Assigning a Buyer to an Approved Requisition\t\u0013 PAGEREF _Toc323621557 \\h \u001467\u0015\u0015\n\u0013 HYPERLINK \\l \"_Toc323621558\" \u0014Using the Bid Process\t\u0013 PAGEREF _Toc323621558 \\h \u001473\u0015\u0015","cbCaiq631xWqcYVo","https://ap.wps.com/l/cbCaiq631xWqcYVo","docx",1702889,194,"English","# Introduction\n## Process Introduction\n## Set Up\n## Set-up Forms Used in Purchasing and Procurement\n## Displaying New Person Fields for Internationalization\n## Creating a Vendor\n## Creating a Commodity\n## Linking Vendor Codes to Commodity Codes\n## Creating or Modifying Standard Purchasing Clauses\n## Creating or Modifying Buyer Codes\n## Creating Vendor Agreements\n## Self Check\n## Answer Key for Self Check\n# Day-to-Day Operations\n## Process Introduction\n## Creating a Requisition\n## Adding Text to Any Purchasing Document\n## Querying Uncompleted, Completed, and Approved\n## Additional Requisition Queries\n## Canceling a Requisition\n## Printing a Requisition\n## Assigning a Buyer to an Approved Requisition\n## Using the Bid Process","[{\"question\":\"What preparation and setup steps are included for purchasing and procurement?\",\"answer\":\"The workbook covers setup activities, purchasing and procurement form usage, internationalization-related fields, and preparation for vendor, commodity, and buyer configurations.\"},{\"question\":\"How does the training describe creating and managing purchasing documents?\",\"answer\":\"It explains requisition creation, adding text to purchasing documents, querying requisitions by status, canceling requisitions, printing requisitions, and assigning a buyer to an approved requisition.\"},{\"question\":\"What bidding and order processes are covered in the workbook?\",\"answer\":\"The workbook includes the bid process from identifying prospective vendors and commodities through bid requests, vendor pricing entry, online and printed comparisons, and assigning chosen vendors. It then covers purchase order creation and variations such as standing orders and blanket orders, including change orders.\"}]","Banner Finance - Purchasing and Procurement - Training Workbook - Release 8.4 | DOCX",68]