FIS Processing OverviewFIS Processing
For some additional help, click on the links below that refer to your specific area of need:
Banner Finance is available to faculty and staff whose responsibilities require access to, or data entry of, financial information. To request access to Banner Finance, please complete the Banner Finance & Human Resources Security Agreement Form. Access will be granted after the form is completed and received in the Banner Finance office. You will be notified via e-mail of your user ID and password. Please refer to Banner Finance Training to view training opportunities or to request the training method that best fits your needs.
Onboarding of Employee or Student Forms
Banner Finance offers two different options for paying a vendor invoice.* Both options use the same form: Invoice/Credit Memo Creation (FAAINVE).
A regular pay invoice must be used when a purchase order exists in Banner Finance. The regular pay invoice liquidates the encumbrances created by the purchase order and pays the vendor invoice.
Every Banner Finance invoice must have original invoice documentation. All documentation must have an authorization-to-pay stamp signed by the appropriate individual(s).
Once an invoice is completed, it routes electronically to the appropriate approval queues. Once approved, and when the payment date is equal to the current date, a check from Business Services will be printed and mailed to the vendor.
Refer to the Banner Finance Training Manual for instructions on using the Invoice/Credit Memo Creation Form (FAAINVE) as well as Document History (FOIDOCH) and Vendor History (FAIVNDH) Form use.
Documents created in Banner Finance may be subject to online approval by authorized staff. If you are an approver, the system notifies you that documents are awaiting your approval. This notification occurs once when you first log on to Banner Finance. The Approvals Notification Form (FOIAINP) appears when you first choose a form. After the first log on, you must then access the User Approval Form (FOAUAPP) to check for documents waiting for your approval. You can also access the User Approval Form (FOAUAPP) if you have already bypassed the Approvals Notification Form.
The budget module within Banner Finance provides critical options for the user: (a) querying and reviewing budget activity and (b) transferring and establishing budgets for the SOU campus.
A fixed asset is defined as nonexpendable personal property that is owned, leased, controlled, or possessed by SOU.
When purchasing or upgrading a fixed asset, a Banner Finance purchase order (FPAPURR) must be completed. Please follow the instructions in the training manual.
If the purchase is upgrading an existing fixed asset, also provide the current SOU sticker #.
Upon completion and approval of the invoice, an inventory sticker will be sent to the department to be attached to the fixed asset.
Navigation skills are required when logging on and exiting Banner Finance, moving through menus and forms, and performing selected functions and operations. Software programmers responsible for Banner Finance recognized that many users prefer keyboard shortcuts, while other users prefer pull-down menus and icons for navigating through menus and forms. To assist you in navigating through Banner Finance a keyboard template has been created. Click on the link to open the file that can be used as a template for Banner keys.
There are numerous reports in Banner™ Finance that can be printed on a network printer. Please refer to Banner™ Finance Reporting for additional information. You can also print the information on your monitor screen to your local printer.
The Purchase Order Creation form (FPAPURR) creates an online purchase order to a vendor. Once the purchase order is approved electronically (by department chair/budget authority and the Purchasing Office, if required), it can be printed (see Quicknotes) and then either mailed or faxed to the vendor.
If the order exceeds $5,000.00, the bid must have been written and issued from the Purchasing Office, unless your department has delegated purchasing authority.
Refer to the Banner Finance Training Manual for instructions on using the Print-a-Purchase-Order feature.
Whenever a purchase order has been entered into Banner™ Finance, you must pay the vendor's invoice by using a Regular Pay Invoice (FAAINVE) once the goods/services have been received.
Within a form you can ask--or query--to find information that has been entered in Banner Finance. Before you perform a query, it is important to know how to formulate the query.
Southern Oregon University
Churchill Hall, Room 151
1250 Siskiyou Blvd.
Ashland, OR 97520
Please contact the Business Services Department if you have questions or input you would like to share.