Create a purchase order

Purchase orders (PO's) serve two functions: (1) provides a legal binding promise of payment to a vendor for services or supplies, and (2) encumbers the funding source. Many vendors will require a PO be issued before shipping high-value equipment or supplies. In addition to this use, departments may also want to use a PO for vendor contracts which are billed monthly, such as the copier lease. A PO will put a "hold" on the funds so they are not overspent and will minimize the number of times the Chair/Director must authorize payment. Once a PO is approved, any invoice paid against the PO is automatically approved for payment. PO's are active only within a given fiscal year. Recurring PO's, such as the copier lease, must be set up new at the start of each new fiscal year.

• BANNER instruction manual: https://banweb.pdx.edu/bannerdoc/psu_fis.pdf
  • The instructions for how to do a PO is the second major section in the document. If you have the full version of Adobe Acrobat, then you can open the PDF in that and browse the table of contents.
• Also useful is to keep the frequently used account codes reference document handy: Frequently Used Account Codes

How to Print a PO in the new Banner

- on page FPAZPORD, click Next Section to get to the Printer Control area - use the "web" printer and leave all other printer control options as is

- click Next Section to get to the Parameter Values area and enter your purchase order number (P01xxxxx), status value of O or C, purchase order print option of B

- click Next Section

- click Save

You will receive an email with three output links. The one with title ending jobsub_log will recap your PO print request settings, the one ending .lis is not usable and can be ignored, but the one ending .pdf will be your printable pdf version of your purchase order