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BANNER ATTRIBUTES. Using Banner Attributes. Uses of Attributes. As Extension of the Chart of Accounts To Add Reporting Flexibility To Enhance Accounting Controls. Using Banner Attributes.

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Presentation Transcript
slide1

BANNER

ATTRIBUTES

slide2

Using Banner Attributes

Uses of Attributes

  • As Extension of the Chart of Accounts
  • To Add Reporting Flexibility
  • To Enhance Accounting Controls
slide3

Using Banner Attributes

  • Allows for groupings of similar information without having to build structure into account, fund or org codes
  • Provides a controlled method to classifying large groups of data
  • Enables dynamic reporting

Extension of the Chart of Accounts

slide4

Using Banner Attributes

  • 990 Reporting
  • NSF Survey
  • NCAA Annual Audit
  • Internal Financial Reports

Adds Reporting Flexibility

  • Changes more easily applied
  • Easier to maintain consistency
  • At Lehigh codes used for:
slide5

Using Banner Attributes

  • Authorization Verification
  • Reoccurring Entry Calculations
  • Report Distribution Control

To Enhance Accounting Controls

slide6

Creating Banner Attributes

Will Attributes Work?

  • What are you trying to group/control?
  • Who is going to maintain it?
  • Is there another way?
slide7

Roll up by Entity

Roll up by Accounts

Creating Banner Attributes

Lay It All Out – Be Specific

slide9

Creating Banner Attributes

  • FTMCOAS – Define Set usage within COA
  • FTMATTT – Maintain TYPE codes
  • FTMATTS – Maintain SET codes
  • FTMATTV – Maintain valid VALUES

Forms Used to Create Attribute

Must be set up in the order as shown

slide11

Creating Banner Attributes

ATTRIBUTE TYPE CODES

  • All TYPE codes are maintained on one table
  • Each TYPE code can be associated with multiple FOAPAL elements
  • Sample of TYPE codes used at Lehigh:
  • 990IILIN – linked to accounts for 990 line items
  • 990IICOL – linked to funds/orgs for 990 columns
  • NCAALIN – linked to accounts for NCAA reporting
  • AUTH* – linked to funds/orgs for authorized signers
  • FDST* – linked to funds/orgs for report distribution
slide13

Creating Banner Attributes

ATTRIBUTE SET CODES

  • All SET codes maintained on one table
  • Used to further combine TYPEs for reporting purposes
  • Not required to use Attributes
  • Once initialized [FTMCOAS] is permanent
  • SET usage is initialized at Lehigh
slide14

Banner Form FTMATTS

To create a new set:

Enter Chart of Accounts

Fill in code and description

Select FOAPAL element

Click on menu option “Select Attribute Types to Associate with Set

slide15

Check TYPES to include

When complete select save

slide18

Creating Banner Attributes

SETTING VALUES for TYPE’s

  • Specific values defined for each attribute TYPE
  • All VALUES, by TYPE, are on one table
  • Refine FOAPAL element(s) that can use it (e.g., FUND only, ORGN only, BOTH - based on TYPE FOAPAL definition)
slide22

Applying the Attributes

Assigning the Attributes on Banner

  • ASSIGNED via form FTMFATA
  • VIEWED via form FTIFATA
slide34

Select a FOAPAL and Criteria

To View Associations use form FTIFATA

slide42

Working with the Attributes

Putting the Attributes to work

Oracle Tables for use via Access:

  • FIMSMGR_FTRORGA – ORGN usage
  • FIMSMGR_FTRFNDA – FUND usage
  • FIMSMGR_FTRATTS – Sets w/Type
  • FIMSMGR_FTRATTV – Type w/Values
  • FIMSMGR_FTVATTS – Valid Sets only
  • FIMSMGR_FTVATTT – Valid Types only
slide43

Working with the Attributes

Putting the Attributes to work

  • Join Attribute Tables to Data tables via Microsoft Access
  • Key field(s) for join dependent on defined FOAPAL relationship of attribute and data being queried
  • Once joined, all attributes TYPE, SET, VALUES and descriptions are available for selecting, summarizing, printing, etc.
slide45

BANNER

ATTRIBUTES

Thanks for your attention!

Questions ???????

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