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Banner Finance 103 Internet Native Banner Training

Banner Finance 103 Internet Native Banner Training. Penney Doughtie Banner Finance Trainer Revised 1/31/2013. Banner Finance 103 Internet Native Banner. Training includes: Log into INB – Internet Native Banner Perform Basic Banner Navigation Perform Searches in the FOAP tables

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Banner Finance 103 Internet Native Banner Training

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  1. Banner Finance 103Internet Native Banner Training Penney Doughtie Banner Finance Trainer Revised 1/31/2013

  2. Banner Finance 103Internet Native Banner Training includes: • Log into INB – Internet Native Banner • Perform Basic Banner Navigation • Perform Searches in the FOAP tables • View various inquiry screens including: • Balances on Organizational Budget Status • Detailed Transaction Activity by FOAP • Detailed Encumbrance Activity by FOAP • Document Look-up

  3. To view a screen, enter the six alpha character screen name in the “Go To” field then press enter.

  4. “My Banner” Folder is used to list Form Names for quick access.Click On “My Banner” Folder ~ Click “Organize My Banner” GUAPMNUSelect Desired Banner Forms to be listed in “My Banner” FolderPress “F10” to save changes

  5. Go to GUAUPRF, check “Display Form name” and check “Include Header Row in Data Extract”Press F10 to save changes

  6. Basic Navigation Training for INB

  7. Record Function Keys for Data Entry • F6 - Insert Record • F4 - Duplicate Record • Shift + F4 - Clear Record • Shift + F6 - Delete Record • Down Arrow - Next Record • Up Arrow - Previous Record

  8. Block Function Keys • Click the “Next Block” icon • Click “Block” on the menu, then click “Next” • Crtl + Page Down - Next Block • Crtl + Page Up - Previous Block Field Function Keys • Tab - Next Field • Shift + Tab - Previous Field

  9. Form Function Keys • Shift + F7 - Clear Form / Rollback • Ctrl + Q - Exit form • F10 - Save Query Function Keys • F7 - Start Query • F8 - Execute Query • F5 - Start a New Screen

  10. Other Helpful Hints • Double click drop down arrow to search • List of Values (LOV) Button • Wildcard characters for querying: “%”

  11. Banner Questions

  12. Each chart element of the FOAPAL has a table that lists information about the field. • FTVFUND Fund • FTVORGN Organization • FTVACCT Account • FTVPROG Program • FTVACTV Activity • FTVLOCN Location

  13. Exercise 1. FUND Inquiry (Look-up)Type FTVFUND in the Go To Box and press Enter

  14. FUND Inquiry Look-up (Cont.) • Press F7 to start a new query • In the Title field enter a word that would be in the description using the % as the wildcard. The search is case sensitive. (for example %Instruction%) • F8 to execute the query

  15. In the Title field enter %Instruction%, press F8

  16. FUND numbers that contain “Instruction” in the Title will populate automatically

  17. Exercise 2. ORGN Inquiry (Look-up)Type FTVORGN in the Go To Box and press Enter

  18. To Look-up an ORGN, use the same function keys as explained for the FUND query • Press F7 to start a new query • In the Title field enter a word that would be in the description using the % as the wildcard. The search is case sensitive. (for example %History%) • Press F8 to execute the query

  19. In the Title field enter %History%, press F8

  20. ORGN numbers that contain “History” in the Title will populate automatically

  21. Banner Questions

  22. FGIBAVL

  23. Banner FGIBAVL displays the Organizational Budget Balance by Pool Accounts. This screen query requires the Banner FUND, ORGN, and ACCT. To view revenues use 50000 as the ACCT. To view expenses use 60000 as the ACCT.

  24. Enter the Fund, Organization, and Account (always use 60000) then press the Control key and Page Down key simultaneously

  25. FGIBDST

  26. Banner FGIBDST displays the Organizational Budget Status. This screen query requires the Banner FUND and ORGN.

  27. Enter the Organization and the Fund, then press the Control key and Page Down key simultaneously NOTE: Uncheck “Include Revenue Accounts” if revenue lines are not needed

  28. Select the desired row, click Options, select “Transaction Detail Information (FGITRND)

  29. The data will populate automatically.

  30. To download Internet Native Banner data/report into Excel • Click Help • Click Extract Data No Key • Click Open • The data will display into an Excel worksheet reflecting current posted data PLEASE NOTE: Google pop-ups, Internet Explorer pop-ups and other pop-ups may interfere with this process. If you receive error messages indicating these pop-ups please contact the ITCS Help Desk @ 328-9866 and request assistance with the pop-up blockers settings on your PC.

  31. Banner Questions

  32. FGITRND

  33. Banner FGITRND displays the Detailed Transaction Activity. This screen query requires the Banner FUND and ORGN (ACCT is optional).

  34. Enter the Fund and the Organization, then press the Control key and Page Down key simultaneously, then press F8

  35. Query within a QueryPress F7 (to start query) Tab to the desired field, type in info(for example, go to Type cell,enter J63)

  36. Press F8 to Execute the Query

  37. To download report into Excel • Click Help • Click Extract Data No Key • Click Open • The data will display into an Excel worksheet reflecting current posted data PLEASE NOTE: Google pop-ups, Internet Explorer pop-ups and other pop-ups may interfere with this process. If you receive error messages indicating these pop-ups please contact the ITCS Help Desk @ 328-9866 and request assistance with the pop-up blockers settings on your PC.

  38. Banner Questions

  39. FGIGLAC

  40. Banner FGIGLAC. This query requires only the Banner FUND. Note: This query will retrieve only “GL” type transactions. Acct is optional.

  41. Enter the FUND, then next block.

  42. To download report into Excel • Click Help • Click Extract Data No Key • Click Open • The data will display into an Excel worksheet reflecting current posted data

  43. Banner Questions

  44. FGIENCD

  45. Banner FGIENCD displays the Detailed Encumbrance Activity. This screen query requires the encumbrance number.(example Purchase Order #P1011734)

  46. Enter the Purchase Order, then press the Control key and Page Down key simultaneously

  47. To download report into Excel • Click Help • Click Extract Data No Key • Click Open • The data will display into an Excel worksheet reflecting current posted data PLEASE NOTE: Google pop-ups, Internet Explorer pop-ups and other pop-ups may interfere with this process. If you receive error messages indicating these pop-ups please contact the ITCS Help Desk @ 328-9866 and request assistance with the pop-up blockers settings on your PC.

  48. Banner Questions

  49. FGIOENC

  50. Banner FGIOENC displays the Organizations Encumbrance List. This screen query requires the Banner FUND and ORGN.

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