How to add Fund and Account Codes to a requisition?

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Fund and Account Codes

49er Mart needs correct FUND and ACCOUNT codes for every order. The options in the Accounting Codes section of the requisition depend on your permissions in Banner.

Entering Fund and Accounting Codes

After clicking the Proceed to Checkout button, you can click the eye icon click to view Accounting Codes Only tab. Here, you will need to enter the accounting codes for your order. You have two options:

Option 1: Apply accounting codes at the Header.

  1. On the Accounting Codes tab, click the pencil to edit accounting codes section and enter the correct codes for your order.
  2. Then click the check mark to recalculate/validate the values link after making your selections.

Option 2: Apply accounting codes at the Line.

  1. On the Accounting Codes tab, click the line-item action (three dots) for each line and enter the correct code for your order as shown below.
  • It is not necessary to enter the Organization or the Program; these will fill in automatically. If they do not, click the recalculate/validate values link after selecting the Fund.
  • You can do this for each line if needed.
  • You can also copy accounting codes to other lines on the requisition.

Looking Up Accounting Codes

  1. To find a Fund code in Banner, use form FTVFUND.
  2. To find an Account code in Banner, use form FTVACCT.
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