If a Banner document is disapproved or is incomplete, when you go back into the document to make changes on the Invoice Accounting Distribution section the accounting lines in the section may show as blank or you may be prompted with the message:  Warning! Possible loss of Changes.  Do you want to save the changes?  Yes, no, or cancel.  Say NO!  Do not say yes or cancel, or re-enter your accounting information!!!!  (This is because Banner automatically checked the Access Completion Box on the Commodity Information or Vendor Invoice Consolidation (FACICON) section).  Instead, say NO.  Banner will automatically take you to the Balance and Completion section.  Just click on the up arrow (Previous Section Icon) in the bottom left corner or Alt Page Up and you will be back into the Accounting Distribution section where you can continue with your accounting changes. 

Alternatively, in the Commodity Information or Vendor Invoice Consolidation (FACICON) section, uncheck the Access Completion Box before trying to go to the Invoice Accounting Distribution section.  You will then be able to continue to the Invoice Accounting Distribution section and your accounting information will be visible so that you can make any changes you wish to make.

Additionally, if the document has posted for payment and then been re-established, you must unmark the Access Completion Box on the Commodity Information section before continuing to the Invoice Accounting Distribution section otherwise you will not be able to change your accounting lines.  If you add accounting lines or re-enter accounting lines you will not be able to delete accounting lines in a re-established Banner document without getting a red error message such as “Banner Cannot create, record already exists” or "previously committed accounting lines cannot be changed on completed documents." To  prevent you from having to be “creative” and enter $0 dollar accounting amounts, etc., remember always unmark the Access Completion Box before going to your Invoice Accounting Distribution section.

If a Banner document has been approved for payment and then been re-established by Accounts Payable to make accounting line changes, you must unmark the Access Completion Box on the Commodity Information section before continuing to the Invoice Accounting Distribution section otherwise you will not be able to change your accounting lines. 

If you add accounting lines or re-enter accounting lines you will not be able to delete accounting lines in a re-established Banner document without getting a red error message such as ““Banner cannot create, record already exists” or "previously committed accounting lines cannot be changed on completed documents."   To prevent you from having to be “creative” and enter $0 dollar commodity or accounting lines, etc., remember to ALWAYS unmark the Access Completion Box BEFORE going to your Invoice Accounting Distribution section. 

If you have already entered additional commodity or accounting lines, and cannot proceed to your Balance and Completion section, then be sure to make all excess commodity or accounting lines that you accidently created $0 dollar amounts and then you will be able to re-complete your Banner document.

Banner does not provide a prompt for entering text in a Banner document.  After entering the address and other fields in the Invoice/Credit Memo Header section look under the RELATED Menu and choose the Document Text (FOATEXT).

In the Invoice/Credit Memo Header section go under the TOOLS Menu look under the Options category and choose View Document Indicators.  Remember to change Many Invoices per check to (1) invoice per check.  Mark the Hold Invoice Box.

If the payment is a new invoice that has never been entered before and you accidentally exited FAAINVE then upon starting a new Banner document, you will get the message “invoice already exists for this vendor, use LIST for more info” at the Vendor Invoice field.   If this happens then you should exit completely out of Banner and go back into FAAINVE to start a new Banner document. (The message is happening because Banner is remembering you tried entering this vendor invoice in a recent previous Banner document so is message is trying to notify you of this.

It may be that you did not let Banner guide you by tabbing through your document.  You may have made some unusual maneuver or key stroke that Banner did not like.   Exit the section you are in by clicking on the X in the upper left corner of the purple tool bar and you will exit out of FAAINVE.  Go back into your Banner document in FAAINVE and proceed with your payment.  Often times the action of just exiting out and going back in will clear whatever maneuver you did that was creating the error and allow you to proceed.  You may even need to exit totally out of Banner and get back into FAAINVE in order for you to complete your payment.   If you continue to get an error then please create a service ticket in the IT Service Portal.

STOP!  It means you are entering a duplicate invoice number and Banner is intentionally stopping you from making a duplicate payment.  An error message “invoice already exists for this vendor, use LIST for more info” will display.  Click on the icon (List) to the right of this field and you will be able to see the Banner document number and detail where the vendor invoice has been previously paid.

If you normally approve Banner documents then this Page notifies approvers of documents needing approval.  If you do not approve Banner documents then just click on the X in the upper left corner on the purple tool bar and you will exit out of this Page and go directly to the FAAINVE.

Banner will not save the Banner document number until you have completed the Invoice Credit Memo Header section AND entered the Banner text.  If you wrote down a Banner number and got interrupted before you could complete it, then try going back into the Banner document.  If Banner says no record exists then that means you did not complete enough of the Page for the Banner document to be remembered.  You will need to start a new Banner document.

This is a message notifying you that the vendor invoice date on your vendor invoice is required to be entered into the Invoice Date field.  Click on the number “1” in the upper right hand corner and the message will go away. Enter the vendor invoice date in the Invoice Date field.

Banner message(s) will display in the upper right hand corner of the Page with a number that corresponds to the number of messages displayed.  After making note of the message(s), click on the corresponding number displayed that matches the message(s) and the message(s) will disappear.

On the Invoice/Credit Memo Header section of the FAAINVE Page, choose Delete in the upper right hand corner.  A warning message will display “Press DELETE RECORD again to delete this record.”  Choose Delete, again, and an Informational message “Deletion of Invoice is completed” will display.

You should only use the Incognito mode in the Chrome browser to log into Banner 9.

For security reasons it a good idea to use the Incognito mode.  By using the Incognito mode then Chrome will not save your browser history, cookies and site data, or the information you entered in forms.