new mexico state university · 2019. 3. 18. · march 13, 2019 . nmsu senior vp for administration...

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New Mexico State University Receiving in Banner 9 March 13, 2019

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Page 1: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

New Mexico State University

Receiving in Banner 9

March 13, 2019

Page 2: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 2

Confidential Business Information

This documentation is proprietary information of New Mexico State University (NMSU) and is not to be

copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is

specifically provided without the written permission of NMSU.

All rights reserved. The unauthorized possession, use, reproduction, distribution, display, or disclosure

of this material or the information contained herein is prohibited.

Use of this material is solely for the support of New Mexico State University.

Page 3: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 3

Table of Contents

LOG IN TO MY.NMSU ........................................................................................................................................................... 4

BANNER RECEIVING FORM: FPARCVD ................................................................................................................................. 5

ACCESSING THE BANNER RECEIVING FORM ........................................................................................................................................ 5

RECEIVING HEADER SECTION .......................................................................................................................................................... 6

Receiving Method ............................................................................................................................................................... 6

Carrier ................................................................................................................................................................................. 7

PACKING SLIP SECTION .................................................................................................................................................................. 9

PURCHASE ORDER SECTION ............................................................................................................................................................ 9

DETAILS SECTION ....................................................................................................................................................................... 11

COMPLETION SECTION ................................................................................................................................................................ 12

Page 4: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 4

Log In to my.NMSU

1. Go to my.nmsu.edu and log in.

2. On the sidebar, click on the Banner 9 Admin Pages link.

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Page 5: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 5

Banner Receiving Form: FPARCVD

Accessing the Banner Receiving Form

1. Type in the name of the Banner receiving form FPARCVD.

The FPARCVD form will be displayed.

2. Type NEXT in the Receiver Document field.

3. Click the Go button on the right side of the screen.

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Page 6: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 6

Receiving Header Section

Receiving Method

4. Click the ellipses […] next to the Receiving Method field.

5. Click on the appropriate Code or Receiving Description. If not applicable, click Not

Applicable (NA).

6. Click OK.

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Page 7: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 7

Carrier

7. Click the ellipses […] next to the Carrier field.

8. Click on the appropriate Number or Vendor Name.

9. Click OK.

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Page 8: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 8

10. Click on the Next Section button in the lower-left corner of the screen.

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Page 9: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 9

Packing Slip Section

11. Enter the Packing Slip number if applicable.

12. Enter the Bill of Lading number if applicable.

13. Click on the Next Section button in the lower-left corner of the screen.

Purchase Order Section

14. Enter the Purchase Order number.

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Page 10: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 10

15. Click on Tools.

16. Click on Select Purchase Order Items [FPCRCVP].

17. Click the checkbox next to each item that will be received.

18. Click SAVE.

19. Click on the ‘X’ in the upper-left corner to close the Item Selection form.

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Page 11: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 11

20. Click on the Next Section button in the lower-left corner of the screen.

Details Section

21. Enter the Received quantity in the Current field.

22. Click on the Next Section button in the lower-left corner of the screen.

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Page 12: New Mexico State University · 2019. 3. 18. · March 13, 2019 . NMSU Senior VP for Administration and Finance Banner 9 - Receiving R:\Projects\BA\Banner 9 Guides\Receiving in Banner

NMSU Senior VP for Administration and Finance Banner 9 - Receiving

R:\Projects\BA\Banner 9 Guides\Receiving in Banner 9.docx 12

Completion Section

23. Click on the Complete button.

24. A message will be displayed with the Receiver Document number. Make a note of this number.

You can verify the status of your receiving document by accessing the FOIDOCH screen from the Banner home page.

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