Step by Step
Determine if the Recipient is Set Up in Banner.
View Ensure Vendor is Set Up in Banner for instructions.
If YES, then proceed to Step 2.
If NO, department must have the recipient fill out a substitute W-9 form and send it to email@example.com so the preceptor can be set up in Banner. Allow at least 24 hours for Vendor Create to process the W-9 request and then check back in Banner to ensure the vendor has been set up.
Complete Preceptor Payments Form
Ensure the following information is entered onto the Preceptor Payments Form:
- Name - Insert full, legal name as it is listed in the Banner Financial System. Do not use abbreviations.
- Banner ID (V#)
- Address - Insert address as listed in Banner.
Create a Purchase Order
View Create a Requisition/Purchase Order for instructions.
Receive in BannerView Receive in Banner for instructions.
Submit the Invoice
View Submit an Invoice. Preceptor Form serves as invoice.