Banner Receiving Dates - Quick Reference Chart

Banner Receiving is required for purchase orders paid by check. Prior to completing Banner receiving you'll need your date stamped invoice. Refer to the Banner Receiving Dates-Quick Reference Chart to determine the correct Receive Date.

Banner Receiving

Enter the word NEXT to create a new receiving document. Click GO.

Enter the Banner receive date. Use the [Banner Receive Date Quick Reference Chart](https://documents.umw.edu/document/banner-receiving-dates-quick-reference-chart/) to help determine the correct date. 

Enter the **Invoice Number** in the Packing Slip field. If there is no Invoice Number, use the Invoice Date. Only numbers and capital letters are allowed in this field. Do not enter lowercase letters or special characters.

Enter the 8 digit **Purchase Order number**. Note: do not include the prefix "PO."

Click the white box next to each line item you want to receive. Click the box twice until a check mark appears, indicating the item is selected. When finished, click SAVE

A green confirmation message will appear, indicating the line items were saved successfully. Click the "X" to close the screen.

A warning message will appear due to a Banner system quirk. This can be ignored, click YES to continue.

Select the Page down arrow to navigate to the next screen.

In the Current field enter the quantity you want to receive.  Compare the Quantity Ordered field to the Quantity to Receive field. Make sure the quantity entered does not exceeed the quantity ordered. IMPORTANT: Receiving is based on the Quanity field, not the Amount field. 

Write down the Y number, then click the Complete button. 

Receiving has been completed in Banner. What is the next step? 
Document the Y number and PO number on the invoice along with the date stamp of the invoice received date.  Email the documents to Accounts Payable. Include a copy of the Cabinet approval and/or IT approval if they are required for the order.

Banner 9 - Banner Receiving

Banner Receiving

Frequently Asked Questions