Tuesday, October 14, 2014
Fixed Asset Guidelines
Time: 9:30 a.m. – 10:30 a.m.
This session will review the Fixed Asset Guidelines and its general applications. These guidelines cover the fixed asset process from purchase order to the property report and address areas of importance at each stage. The presenter will cover:
• Defining and Purchasing Fixed Assets
• Documentation and Reporting for Fixed Assets
• Annual Property Reporting of Fixed Asset Inventory
• Information System Tools for Fixed Asset Reporting Maintenance
This session will review key aspects of the guidelines and reference areas of common concern. In addition, this session will define the reporting responsibilities of the departments initiating fixed asset purchases.
The session will be facilitated by Shannon Bartlett, Staff Accountant, and Michele Pike, Accounting Clerk, Financial Reporting and Analysis, FAS.
There will be time allotted to answer questions and provide feedback on how the guidelines and process are working.
This session can be attended by people responsible for purchasing, as well as the departmental fixed asset contacts who maintain the Property Report.
Purchase Order Processing in Banner Finance
Time: 2:00 p.m. – 4:00 p.m.
The purpose of this session is to review the operational procedures to facilitate purchase order processing by departments. It will cover how to create, print, query and cancel purchase orders in Banner. Note the session will be done in an interactive lecture format and will not involve hands-on training. There will be time allotted to answer specific questions on the PO process.
The session will be facilitated by Doug Bailey, Computer Systems Officer, FAS.
The session should be attended by new employees who are responsible for performing the purchasing function in their department or existing users who want to refresh their knowledge. Attendees should have prior knowledge of MUN purchasing policy and procedures.
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