At Mississippi State University, setting up or modifying Administrative Banner Finance Approval Queues is a structured process designed to ensure proper routing and authorization of financial documents such as requisitions, invoices, procard transactions, and online journal vouchers. Before diving into the approval queue process, it’s essential to follow these initial steps to avoid delays and ensure compliance.
Detailed instructions are provided for each step in the approval queue request articles listed on the Banner Approval Queues page.
Step 1: Understand the Purpose of Approval Queues
Approval queues in Banner Finance are used to route financial documents to designated approvers within a department, unit, or division. These approvers are responsible for authorizing transactions before they are submitted to the Office of Procurement and Contracts or Office of the Controller and Treasurer.
Each department determines its own approvers, and changes to these queues—whether adding, removing, or updating approvers—must be submitted using the MSU Administrative Banner Approval Queue Request Form for Requisitions/Invoices/Procard or Online Journal Vouchers. All data entry users and approvers will be notified of approval queue updates via email.
⚠️ Critical Reminder: Do NOT Submit the Administrative Banner Access Request eForm for Approvers Yet
Do not submit the Administrative Banner Access Request eForm for any new approver(s) listed on the queue form until the approved queue request form has been submitted to the ITS Banner Access Group for processing.
Submitting the access request prematurely can result in processing delays or misaligned access permissions.
Step 2: Print the Current Queue Report
Before requesting changes, you must print the current approval queue report(s) using the Banner 9 process, FWGQRPT (Approval Queue Structure). This report provides a snapshot of the existing queue structure and is required as part of your submission.
Step 3: Complete the Queue Request Form
Use the MSU Administrative Banner Approval Queue Request Form for Requisitions/Invoices/Procard or Online Journal Vouchers to document the changes you are requesting. This includes:
- Adding or removing approvers
- Creating a new queue
- Updating existing queue levels
- Deleting an existing queue
List all current approvers, approvers that should be terminated/removed, and approvers that need to be added. Check Banner to verify if all approvers listed have an active Administrative Banner Production account and BAN_APPR (approval) access as required.
Be sure to follow the instructions carefully and include all required signatures. If the form is not signed, it must be routed through the Generic Routing Slip eForm for approval by each designated approver listed on the form.
Step 4: Submit via the Generic Routing Slip eForm
Once the queue request form and current queue report are ready:
- Go to eforms.msstate.edu.
- Select the Generic Routing Slip eForm.
- Type a Description which should provide a brief overview of the changes needed for which department/unit/division.
- Attach the completed queue request form and the current queue report.
- Route the eForm to the appropriate approvers.
- The final recipient should route the eForm to the ITS Banner Access Group to Handle.
Step 5: IF NEEDED - Submit the Administrative Banner Access Request eForm for Approvers needing an account and/or access set up
- Go to eforms.msstate.edu.
- Select the Administrative Banner Access Request eForm.
- Request a NEW Admin Banner Account and/or BAN_APPR access for the approver.
- Include any necessary details (e.g., document types, org codes).
Refer to the KB article, Completing the Administrative Banner Access Request eForm for a Production (PROD) Account, for detailed instructions on requesting an Administrative Banner Production account and/or access.
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