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Banner On July 1, 2009, Temple University will switch to a new finance system which will greatly improve how the University operates. This is a quick overview on how it will affect you. Presented by: J.G. Kain June 1, 2009 What is Banner?

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banner

Banner

On July 1, 2009, Temple University will switch to a new finance system which will greatly improve how the University operates.

This is a quick overview on how it will affect you.

Presented by: J.G. Kain

June 1, 2009

what is banner
What is Banner?
  • Banner is Temple University’s new integrated systems platform:
          • Finance
          • Human Resources
          • Enrollment Management One Computer System
          • Financial Aid
          • Scheduling & Registration
  • It will eventually replace:
          • FMS
          • ISIS
          • Ultimus Workflow
          • OWLnet

Presented by: J.G. Kain

June 1, 2009

what is banner3
What is Banner?
  • Implementation Dates
          • Finance: July 1, 2009
          • Human Resources: January 1, 2010
          • Enrollment Management: August 1, 2010
          • Financial Aid: January 1, 2011
          • Scheduling &Registration: March 1, 2011
  • TUportal is part of the project and already implemented
  • The finance module is next… on July 1st.

Presented by: J.G. Kain

June 1, 2009

banner finance
Banner Finance
  • Banner Finance is a comprehensive accounting system that will show balances on funds and transaction detail including images of invoices
  • More user-friendly, reliable and flexible than FMS
  • Includes a grants module that is tailored to managing sponsored projects
  • TUmarketplace is used for all purchases and contracts

Presented by: J.G. Kain

June 1, 2009

banner finance5
Banner Finance
  • Cost Centers will no longer be used
  • The Cost Center will be replaced by the FOAPAL
          • 17 Digits
          • Fund-Org-Account-Program

36-0901-101

360197

09010

7500

02

For a more detailed explanation of the FOAPAL, click here

Presented by: J.G. Kain

June 1, 2009

banner grants
Banner Grants
  • Banner will assign each project a 6 digit grant number that will not change over the life of the project
  • Grants can have multiple fund numbers allowing for greater flexibility and better management
  • Grant expenses can be viewed from the very beginning of the project (“inception-to-date”) rather than one fiscal year at a time
  • Each sub-award to another institution will have its own account code

Presented by: J.G. Kain

June 1, 2009

tumarketplace
TUmarketplace
  • Used for ALL purchases not made with the Pcard
  • Has catalogues for most vendors used by Temple
  • Just like on-line shopping
  • Has punch-outs for certain vendors such as Dell and Staples

Presented by: J.G. Kain

June 1, 2009

tumarketplace8
TUmarketplace

Presented by: J.G. Kain

June 1, 2009

tumarketplace9
TUmarketplace
  • Use for hiring consultants
  • Use for Creative Services
  • Use for ordering lab coats
  • Master (or Blanket) POs will no longer be used for any vendor that is in the catalogue
  • Ultimus Workflow will be shut down

Presented by: J.G. Kain

June 1, 2009

transition
Transition
  • CHP will have a Transition Team ready to field problems and answer questions
  • Training will begin June
  • Other support may be found at Knowledge Base

Presented by: J.G. Kain

June 1, 2009