LoboMart Purchase Requisitions :: Standard Accounting Resource Manual (SARM)

Part III - UNM Finance: Practical Applications

Introduction
Lobo Web Self Service
Internet Native Banner
Journal Entry - General Information
- Introduction
- Lobo Web
- Internet Native Banner
Journal Entry - Revenue
- Allocations
- Allocation Entry
- Transfers
- Transfer Entry
- Flowchart - Transfer or Allocation?
- 1900 - Reserves
- 1901 - Budgeted Use of Reserves
- 1903 - Change in Reserves Entry
- Reserves Entry
- 8045 - Interdepartmental Support
- 8045 Interdepartmental Support Entry
- Budget Entries
- Related Budget Entries Reminders
Banner Expense Account Codes
- Clarifying Those Codes
- Operating Ledger Account Categories
- Basic Account Structure
Classifying Expenses - Guiding Principles
- Allowable Funds: Introduction
- Supply or Service
- Facilities & Administrative Expense Excludables
- Foreign Students, Visitors & Vendors
- Relocation (Moving) Expense
- Travel or Food Expense
- Computer (or related) Expense
- Furniture, Fixture, & Equipment Purchases
- Gifts and Awards
Terminating an Index
Reports
- MyReports
- EPrint Reports
- Extracting Data
- MyReports
Salary Expenditures
- Labor Distribution
- Creating an EPAF in Lobo Web
- Labor Redistributions In LoboWeb Self Service
- Labor Redistributions in Banner (PHAREDS)
- How Labor Redistributions are Approved
Procurement
- Introduction to Procurement
- LoboMart Purchase Requisitions
- LoboMart - Placing an Order with the P-Card
- Purchasing Cards (PCards)
- Direct Payment Invoices
- Viewing Documents
- Flow Chart - Purchase of Services: External Vendor
Contract and Grant File Set Up
- Organizing UNM Contracts and Grants
- About Contracts and Grants
- Department Responsibilities
- Document Collection Systems
- Documents
- Pre Award Documents
- Post Award Documents
- Closeout Process
- Reporting
- Appendix 1A - FRRGLDS - Contract and Grant Ledger Transaction Detail Report
- Appendix 1B - FRRGLDS Contract and Grant Ledger Summary Report
- Appendix 1C - Contract and Grant Ledger Executive Summary Report
- Appendix 1D - FORFAPI - F&A Generated by PI Report
- Appendix 1E - FRGGR90 Closeout Workflow for Funds Ending on C&G Report
- Appendix 1F - FNRSLBE Salary Labor Benefits and Encumbrance Report
- Appendix 1G - FNRLDST Labor Distribution Report
- Appendix 2 - Department Closeout Checklist
- Appendix 3A - HSC Contract & Grant Checklist
- Appendix 3B - Main Campus Contract & Grant Checklist
- Appendix 4A - Main Campus Closeout Reconciliation Sheet
- Appendix 4B - HSC Campus Closeout Reconciliation Sheet
- Appendix 5 - Signature Authorization Sheet
Contract and Grant Banner Forms
- Banner Research Accounting Module
- Deferred Grant Process
- Banner Contract and Grant Accounting Forms
- FRIPSTG
- FRIORGH
- FRAGRNT
- FRIGISUM
- FGITBAL
- FRIBDET
- 10-FRIGITD
- FRIGTRD
- FRIBUTG
- FTIFATA
- FRIBILL
- FTIFNDH
- FRAAREV
- Tips and Reminders
Contract and Grant Effort Certification
- Contract and Grant Effort Certification Process
- Why Certify Effort
- The Pre-Review and Certification Stage
- Process Flow-Effort Certification
- How to Complete an Effort Certification
- Navigation Tips
- Status Definitions
- Eprint and MyReports Reports
- Pre-Review Scenarios
- Tips for Reviewing Effort
- Current Period Adjustments
- Prior Period Adjustments
- The PI Completes the Certification
- appendix 1 - UNM Effort Certification Training-Pre Review Stage
- Appendix 2 - UNM Effort Certification Training-Certification Stage
- Appendix 3 - Effort Reporting Guidance
- Appendix 4 - HSC Policy on Principal Investigator Effort on Sponsored Project
- Appendix 5 - Signature Authorization Sheet
Internet Native Banner
- Introduction
- Key Forms and What They do
- Labor Redistributions
- Labor Redistribution Definitions
- Labor Redistribution Process
- Creating Journal Vouchers
- Document Need for JV
- Create the JV on a JV form
- Correcting Index/Account Posting Errors
- Selecting Journal Type
- Encumbrance Queries
Index Reconciliation
- What Does Reconciliation Mean?
- Definitions and Explanations
- Document Organization
- To Reconcile an Index, what do I need to have?
- What do you need to know to Reconcile an Index?
- How do you Reconcile an Index?
- Associated Reporting
- Flow Chart - Index Reconciliation Process
- Finding and Resolving Payroll Discrepancies
- 10_using_payroll_reports_and_screens
- Accessing Payroll Information in MyReportsrts Reports
- Resolving Payroll Discrepancies
- Finding and Resolving Other Expense Discrepancies
- Source Documents
NSF Checking
- Who and What are affected by NSF Reject?
- How Does Banner Calculate NSF?
- Transactions subject to NSF checking
- Transactions NOT subject to NSF checking
- Account codes do not affect NSF
- How to tell you are in NSF status
- Tools to assist you in checking for NSF
- How to avoid NSF Situations
Budget Tips
- Budget Tips
- Reports That Help with Budget & NSF
Forms and Documents
inventory
- inventory
- inventory control and reporting
- university equipment inventory
- physical inventories
- adjustments to inventory
- assistance from the office of inventory control
- disposition of property
- interdepartmental transfer of property
- inventory control and maintenance best practices
- banner inventory form
- common issues and errors
- physical safeguards
Business Purpose
- Business Purpose
- Staff Responsibility for Business Purpose Clarity
- Requisitions
- Requisition Examples
- Chrome River
- Chrome River Examples
- Petty Cash Reimbursements
- Petty Cash Examples
- Correcting Entries
- Journal Voucher Examples
- Labor Redistributions
- Labor Redistribution Examples
- In Summary

SARM Site Search

Standard Accounting Resource Manual (SARM)

MSC 0000 00
1 University of New Mexico
Albuquerque, NM 87131

LoboMart Purchase Requisitions

LoboMart is a web eProcurement application used to create all external purchase requisitions. LoboMart automatically passes data into the Banner system.

The UNM Purchasing Department has created a library of Job Aids (shown below) to guide you through all of the LoboMart procedures. They can be found at: https://purchase.unm.edu/department-information/lobomart-job-aids/index.html.