Use this procedure to configure Banner, so invoices received from Unimarket use custom invoice numbers. This ensures invoice numbering remains consistent across Banner and Unimarket.

If you need more details or an example screenshot of the output, please contact the Unimarket Support team.

Purpose

Enable custom invoice numbering for Unimarket invoice feeds in Banner.

Limits & Notes

• Each Unimarket feed requires a unique two‑letter code.
• Changes take effect only for new invoices processed after configuration.
• This setup does not retroactively update existing invoice numbers.

Prerequisites

• Access to Banner forms FTMSDAT and FOMFSEQ
• Knowledge of your institution’s main Chart of Accounts (COA)
• A unique two‑letter code to identify the Unimarket feed (for example: UM, UI, or EI)

Steps

Step 1: Configure FTMSDAT

• Open the Banner form FTMSDAT. The cursor opens in the Entity or Usage Code field.
• Enter the following values:

• Click Save.
• Result: A confirmation message appears in the upper‑right corner indicating the record was saved successfully.

Step 2: Configure FOMFSEQ

• Open the Banner form FOMFSEQ. The cursor opens in the System ID field.
• Click Insert to create a new record.
• Click the ellipse (⋯) next to System ID, to open the FOQSDLV search screen.
• Locate and select the EPROC_[your code] record created in FTMSDAT, then click Select.

• Back in FOMFSEQ, complete the following fields:

  Field	Value
  Document Number Prefix	[your code] (example: UM)
  Description	Unimarket Feed (or your preferred description)

• Click Save.
• Result: A confirmation message verifies the record was saved successfully.

Results/Validation

• Invoices received from Unimarket now generate custom invoice numbers using the configured prefix.
• Invoice numbering is consistent between Banner and Unimarket.