How to process a requisition in Self Service Banner 9

Process: How to process a requisition in Self-Service Banner 9

Introduction Step 1 Step 2 Step 3 Navigating to My Requisitions in SSB9, continued Step 4 Step 5 Creating a Requisition in SSB9, The Requestor Information Tab Step 6 Creating a Requisition in SSB9, The Vendor Information Tab Step 7 Creating a Requisition in SSB9, The Add Item & Accounting Tab

Process: How to process a requisition in Self-Service Banner 9

Introduction

Ellucian has released a major update to Self Service Banner. While this is a major update to Self-service, much of the functionality with requisitions remains the same. This document will cover processing a requisition in the new system SSB9.

Step 1

Self-Service Banner 9 or SSB9, a.k.a. EZ-Arts, is now Single-Sign-On (SSO). Once you use the provided URL, you encounter the familiar Single- Sign On screen showing the brick walkway, as shown below. Enter the same credentials you use to access your email

Step 2

This table shows the gorgeous new home screen for Self-Service Banner 9. Once on the landing page, click on the Finance Tab, as shown in the picture below.

Step 3 Navigating to My Requisitions in SSB9, continued

Once in the My Finance Area, click on the My Requisitions tile, as shown below.

Step 4

From the My Requisitions dashboard, click on Create Requisition, as shown below.

Step 5 Creating a Requisition in SSB9, The Requestor Information Tab

Requestor Information: You will only need to enter the transaction date and delivery date. All other fields on this tab will be prepopulated. You may also enter comments if needed. Then click next, as shown below.

Step 6 Creating a Requisition in SSB9, The Vendor Information Tab

On the Vendor Information tab, search for the vendor you would like to use. This can be done by name or by vendor number. The Vendor demographics will populate. Make sure you are using the desired address. Then click Next, as shown below.

Step 7 Creating a Requisition in SSB9, The Add Item & Accounting Tab

The following are steps once you’re on the Add Item and Accounting Tab.

Step	Action
1	Search for the Commodity code by number or description.(Key description to match quote)
2	Choose the appropriate unit of measure.
3	Choose the quantity, be careful this will reflect receiving. If you put a quantity of 1 and the item is invoiced multiple times, you will have to receive it multiple times.
4	Choose the unit price.
5	Discount amount and additional amount are optional.
6	Commodity comments are optional but include them if you’d like to communicate additional information.
7	Click Save, and the button will change to add accounting.
8	Click Add Accounting.
9	Enter an Index number, and the fund, org, and prog will populate.
10	Enter the account number by description or number.
11	Click Save and Submit Requisition.