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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

Banner Finance 103Internet Native Banner Training

Penney Doughtie

Banner Finance Trainer

Revised 1/31/2013

banner finance 103 internet native banner
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
to view a screen enter the six alpha character screen name in the go to field then press enter
To view a screen, enter the six alpha character screen name in the “Go To” field then press enter.
slide4

“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

slide5
Go to GUAUPRF, check “Display Form name” and check “Include Header Row in Data Extract”Press F10 to save changes
record function keys for data entry
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
block function keys
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
form function keys
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
other helpful hints
Other Helpful Hints
  • Double click drop down arrow to search
    • List of Values (LOV) Button
  • Wildcard characters for querying: “%”
each chart element of the foapal has a table that lists information about the field
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
fund inquiry look up cont
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
to look up an orgn use the same function keys as explained for the fund query
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
slide23

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.

slide24
Enter the Fund, Organization, and Account (always use 60000) then press the Control key and Page Down key simultaneously
slide26

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

enter the organization and the fund then press the control key and page down key simultaneously
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

to download internet native banner data report into excel
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.

slide33

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

slide34
Enter the Fund and the Organization, then press the Control key and Page Down key simultaneously, then press F8
slide35
Query within a QueryPress F7 (to start query) Tab to the desired field, type in info(for example, go to Type cell,enter J63)
to download report into excel
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.

banner fgiglac this query requires only the banner fund

Banner FGIGLAC. This query requires only the Banner FUND.

Note:

This query will retrieve only “GL” type

transactions. Acct is optional.

to download report into excel42
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
slide45

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

to download report into excel47
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.

slide50

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

slide52
To view the purchase order details, select the desired purchase order, then click “Options”, then click “Query Detail Encumbrance”.

This Banner form (FGIENCD) provides the detailed liquidation information by each item number.

To view the next item, press the arrow down key.

slide53

Closely review all open encumbrances to determine if a manual liquidation is needed in PORT.Contact Materials Management to request “manual liquidation” in PORT and Banner Finance.Log onto OneStopSelect “PORT”Select desired Purchase OrderClick “Available Action” (on the top right)Click “Add a Comment”Type an explanation in the comment box including the reason why manual liquidation is needed. You may also call Materials Management at 328-6434 or Systems Coordination at 328-2706.

banner fgidocr performs a search by document number
Banner FGIDOCR performs a search by Document number

This query will search by:

  • Purchase Orders
  • Invoices
  • Journal Vouchers
  • AP Checks
slide57
Enter the Document Number including the Alpha prefix, then press the Control key and Page Down key simultaneously
to download report into excel59
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.

to request security access
To Request Security Access

The following website provides detailed instructions on how to request Banner Finance Security Access.

http://www.ecu.edu/cs-admin/financial_serv/Securityindex.cfm

  If you have questions regarding this security form, please contact Penney Doughtie doughtiep@ecu.edu

or 328-2706.

inb banner log in
INB Banner Log in
  • Go to ECU Homepagehttp://www.ecu.edu/
  • Click “Banner” (under My Links)
  • Click “Internet Native Banner Prod”
  • Click “Production – Internet Native Banner”
  • Enter Banner userid and password
  • Enter desired screen name in the “Go To” field
  • Press Enter
connecting to banner from your desktop the first time
Connecting to Banner from your Desktop the First Time
  • Every Banner user will need to install Sun Java Plug-In
  • Go to the following website    http://www.java.com/en/index.jsp
  • When finished the installation, restart your computer
slide66

BANNER OPERATING BUDGET ACCOUNTS

Also known as Budget Pool Accounts

72000 Supplies Budget

72350 Library Books Budget

72400 Equipment Budget

73000 Contractual Services Budget

73200 Travel Budget

73400 Current Services Budget

73600 Fixed Charges Budget

73800 Undistributed Budget

73950 Grants and Aides

74060 Education Awards

75000 Utilities Budget

BANNER SALARY BUDGET ACCOUNTS

60000 Miscellaneous Salary Budget

60100 EPA Non Teaching Salary Budget

60150 EPA Faculty Salary Budget

60200 SPA Staff Salary Budget

60250 SPA LEO Salary Budget

61200 Benefits Budget

create a banner shortcut on your pc desktop
Create a Banner Shortcut on your PC Desktop
  • Close all opened windows (Excel, Word, Outlook, etc.)
  • Go to ECU Homepage http://www.ecu.edu
  • Click ‘Banner under’ MyLinks
  • Scroll down and click ‘Internet Native Banner Prod’ in purple font
  • Click ‘Production – Internet Native Banner’
  • Minimize the window
  • A blank window should be displayed with the following web address - https://inb-banner.ecu.edu/forms/frmservlet?config=pban
  • Click on the Internet Explorer icon beside the web address and drag it to your desktop
to change the icon
To Change the ICON
  • Right Click on the new Internet Explorer Icon on your PC desktop
  • Click Properties
  • Click Change Icon
  • Click Browse
  • Scroll right and select file “shell32.dll”
  • Click Open
  • Select the desired Icon
  • Click OK
  • Click Apply
  • Click OK
slide69

Thank you for your time!

I hope you enjoyed Banner Finance Training!

Please contact any of the

Systems Coordination staff located at

http://www.ecu.edu/syscoord/

Other Banner Training Courses located on the OneStop

under “University Training”

Banner 101/102 – Self-Service Banner

e~Print Report Training

ODS – Operational Data Store

Monthly Departmental Review of Financial Transactions Guidelines