Instructional Materials

Self-Service Banner (SSB)

Self Service Banner provides the user advantages of click and drill down capabilities, ease of Journal Entries, Quick searches of multiple funding sources per Organization code, and downloads to Excel on Hierarchy budget reports.
Disadvantages to SSB would include the inability to view Cash balances and the lack of a standard paper report.

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Budget Queries

Encumbrance Query

SSB Document Views

Single-Line Budget Transfers

Multiple-Line Budget Transfers

Voice over Internet Protocol (VoIP)

VOIP Comparison Chart

Internet Native Banner (INB)

Internet Native Banner (INB) allows those with Finance budget query privileges the capability to view FOAPAL information and operational balances by query or reporting functions. Features include:

• Standard Reporting Options
• Varied Queries by FOAP or Rule Class
• Drill Down to Document Capabilities
• Form Prints and Saves (html, text)
• Extractions to Excel
• Cash balances

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Direct Pay

INB Searches and Reports

Budget Queries and Reports

Banner Receiving

Receiving and Delivery Report

Accounts Payable Tools and Information

The UMW Finance Card is used to pay for Business Meals, travel with students, and other specific expenditures as defined on the UMW Finance Card website. This card is distinct from the Small Purchase Credit Card.

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UMW Finance Card and Works Manual

Direct Pay Requests are entered directly into Banner INB for purchases where a purchase order is not required. Consult the Direct Pay Table for a list of eligible purchase categories and the Prompt Pay Due Dates table for the appropriate date for your Direct Pay invoice.

Direct Pay Table

Prompt Pay Due Dates

Purchasing Tools and Instructions

SWAM The Commonwealth of Virginia has mandated that all purchase orders under $50,000 be set-aside for fulfillment by small, women-owned or minority-owned (SWAM) businesses.
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Vendor Search Procedures

eVA

eVA is a web-based procurement system used by Virginia government agencies to announce bid opportunities, receive quotes and place orders for goods and services.

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E-Mall Workbook

Bidder's List

(Excerpt from Vendor Search
Procedures Manual)

Small Purchase Credit Card

The Bank of America Visa is the SPCC selected for use by all state agencies and institutions in Virginia. The SPCC should be used for all purchases under $5,000 where the selected vendor accepts it. The card may be used for official UMW business purchases only.

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Small Purchase Credit Card Manual

Purchasing Card Policies and Procedures

SPCC Log Sheet

University Entertainment

University faculty and staff who contract with performers or performance-related vendors must follow specific guidelines to comply with procurement regulations and obtain proper contract signatures.

University Entertainment Table