How to View a Document in Banner Self-Service 9

About

This article reviews how to view a documents such as a PO in Banner Self-Service 9.

Environment

Desktop browser.

Steps

  • From the main My Finance screen, click View Document.

My Finance page displayed with a red square surrounding View Document.

  • Under Document Type, choose your desired document type. In this example we are using a Purchase Order.

View Document page shown with red arrows pointing at the search box to identify document type as well as Purchase Order.

  • Use the Document Search to find your PO or type the PO number under Document Number. 
Hint: (Note that you must know your PO number to look it up. You may need to add the letters MC at the beginning of the number in some cases.)
  • Note that you will need to include the document type in your search such as IO for Invoice or PO for Purchase Order.
  • Click View Document.

View document page shown with red arrows pointing to Document Search, Document Number and View Document button.

 



For more help, please contact ITS at its@manhattan.edu or 718-862-7973.

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