Tennessee Technological University Banner Finance Navigation Training

1. Tennessee Technological University Banner Finance Navigation Training

2. Before Class Begins • In front of the classroom • Sign Attendance Sheet • Pick up an “Additional Information Sheet” • If you did not bring your training workbook please pick one up

3. PC Lab Login • Login Credentials • Username: CH319-## (Example: CH319-19) – lower case • Password: No Password or Username • This information can be found on your computer tower located next to you on the white sticker • If you are on the right side of the room the computer tower is on your right • If you are on the left side of the room the computer tower is on your left

4. Information You Need To Know Banner Login Credentials • Username: TTUDEPT • Password: ? Banner Information: • URL: http://ttucat.tntech.edu:9090 • Database Instance: TEST • Demonstration Account Information: • COAS Code: T – Tennessee Technological University Chart • Index: 262001 – Business Office FOP (Grant Index - 531241) • Fund: 110001 – Undesignated E & G (Grant Fund – 222028, Grant Code – 0304G0067) • Organization – 200001 – Business Office • Account: 73110 – Individual Instate • Program: 450 – Institutional Support

5. TTU Account Structure Analogy: The fund, organization, program, and possibly the activity all put together are like a bank account. The account code acts like your checkbook register.

6. Data Blocks Next Block Rollback

7. Finance Form Concepts TTU Accounts Concept # 1 Key Block Your Account Concept # 2 Query Filtered Info Concept # 3 Detail Records Detail Records

8. Budget Pools • Is an account code where budget money is given but not spent. • Adopted Budget – Original Allocated Amount • Budget Adjustment – Temporary and Permanent • The only budget pool where money is both given and spend is “Type 61 - Salary” account codes. • List of Budget Pools • All 61% Account Codes – Salaries Budget Pools/Accounts • 62000 – Employee Benefits Budget Pool • 73000 – Travel Budget Pool • 74000 – Operating Expense Budget Pool • 75100 – Utilities and Fuel Budget Pool • 75300 – Allocated Charges Budget Pool • 75400 – Department Revenues Budget Pool • 78000 – Capital Expense Budget Pool • 79000 – Scholarships and Fellowships Budget Pool

9. Expenses vs. Revenue

10. Expenses vs. Revenue

11. Wild Card Characters • Two wild card characters can be used in banner • % • _ • Always look for the lowest common denominator with your criteria 74000 All of these account codes start 74320 with a “74”! 74520 74530

12. Wild Card Characters (Cont) • % - Any number of characters are wild and is dependent on the field length • Examples with 5 Digit Account Codes • 74% - all account codes that start with “74” and remaining 3 characters are wild • %74 – account codes where first three characters are wild and it must end with “74” • 7%4 – account codes that start with “7” the middle three characters are wild and it ends with “4”

13. Wild Card Characters (Cont) • _ - One character is wild • Examples with 5 Digit Account Codes • 74___ = 74% - all account codes that start with “74” and remaining 3 characters are wild • ___74 = %74 - account codes where first three characters are wild and it must end with “74” • 7___4 = 7%4 - account codes that start with “7” the middle three characters are wild and it ends with “4”

14. Contact Information • Matt Smith • Systems Support Specialist • TTU Business Office • (931) 372-6592 • masmith@tntech.edu • http://www.tntech.edu/bannerresource/home/