banner 9 navigation - apps.dmfr.ttu.edu

Table of Contents

A Start-up List of Finance Forms 1

Introduction to Banner 9 2

Keyboard Shortcuts by Function Group 3

Ellucian Keyboard Shortcuts 4

Search & Favorites 5

How to Run a Form (FGIBSUM) 6

Error Messages / Notifications (FGIBAVL) 7

Viewing Data / Using Headers (FGIBAVL cont.) 8

Related Forms (FGIBDST, FGIOENC, & FGIENCD) 9

Sections & Records (FPIPURR & FRAGRNT) 11

Tools (FRAGRNT cont.) 15

Filters/ Query (FGITRND) 16

Account Summary (FRIGITD) 19

Fund Summary (FRIGITD cont.) 21

Setting up “My Banner” (GUAPMNU) 23

Form Names (What do they mean?) 22

Banner 9 Navigation

Contact Us: [email protected] Visit us on the web: http://www.depts.ttu.edu/dmfr/ DMFR Training Website: https://apps.dmfr.ttu.edu/training/ DMFR Portal https://portal.dmfr.ttu.edu

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https://apps.dmfr.ttu.edu/training/

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DMFR Revised 2021 05 1

A Start-up List of Finance Forms

Encumbrance Inquiry Forms

FGIOENC Organizational Encumbrance List (Open)

FGIENCD Detail Encumbrance Activity Form

FGIENCB Encumbrance List

Procurement Inquiry Forms

FPIPURR Purchase Order Inquiry Form

FOIDOCH Document History (Procurement Process)

FPIOPOV Open Purchase Orders by Vendor Form

FPIPOHD Purchase Order Validation Form

FPIOPOF Open Purchase Orders by FOAPAL

FAIINVE Invoice/Credit Memo Query

FAIOINF Open Invoice by FOAPAL

FAIVNDH Vendor Detail History Form

FAIVHIS Vendor History Query Form

FAIVINV Vendor Invoice History Form

Transaction Inquiry Forms

FGITRND Operating Accounts Transaction Detail

Document Inquiry Forms

FGIDOCR Document Retrieval Inquiry

FGIJVCD List of Suspended Journal Vouchers

Grant Inquiry Forms

FRIGITD Grant Inception to Date

FRAGRNT Grant Maintenance

Budget Inquiry Forms

FGIBSUM Organizational Budget Summary Form

FGIBAVL Budget Availability Status Form

FGIBDST Organizational Budget Status Form

FGIBDSR Executive Summary Form

General Ledger Inquiry Forms

FGITBAL General Ledger Trial Balance

FGITBSR Trial Balance Summary Form

FGIGLAC General Ledger Transaction Detail

Endowment Form

FNMENDW Endowment Fund Definition

Chart of Accounts (Maintenance) Forms

FTMFUND Fund Manager, Effective Dates

FTMORGN Orgn Manager, Effective Dates

FTMACCT Account Code Maintenance

FTMPROG Program Code Maintenance

Hierarchy Inquiry Forms

FTIFNDH Fund Hierarchy Query

FTIORGH Organization Hierarchy Query

FTIACTH Account Hierarchy Query

FTIPRGH Program Hierarchy Query

FTILOCH Location Hierarchy Query


BANNER 9: Starting with the Welcome Screen

Dashboard will take you back to the Welcome screen.

Applications has a folder structure which house different forms.

Search allows you to look up forms without having to return to the dashboard.

Recently Opened can be used during your current log-in session.

Favorites is a shortcut feature which help you jump directly to a favorite form.

The Person Icon can be used change your preferences and settings.

How data is formulated from the database onto our screen

Specification Page Enter all necessary fields on the form.

(similar to Cognos parameter page)

Document Info

Requestor and Delivery

Accounting (FOP)

Vendor Info

Commodities (Items) _________________________________________________________________________________________________________________________________________________

Records = Rows of Data

Record

Record Record

Sometimes records are so large, they may be displayed on multiple screens.

Sections


Banner 9 Shortcuts

Function Group Banner 9 Basic Functions Save Changes F10 Print CTRL-P Clear Form and Rollback F5 Exit Form CTRL + Q Section Functions Next Section ALT + Page Down Previous Section ALT + Page Up Clear Section Shift + F5 Record Functions Next Record Down Arrow Previous Record Up Arrow Clear Record Shift + F4 Insert Record F6 Duplicate Record F4 Remove Record Shift + F6 Item/Field Functions Next Field Tab Previous Field Shift + Tab List of Values/Flashlight F9 Next Primary Key………….? ALT + S Duplicate Field F3 Query/Filter Functions Enter Query Filter F7 Execute Query Filter F8 Count Query Hits Shift + F2


Ellucian: Banner 9 – Keyboard Shortcuts The following table lists the keyboard shortcuts that you can use to navigate through Banner 9.

ACTION BANNER 9 ACTION BANNER 9 Access Help CTRL+M Insert/Create Record F6

Access Menu CTRL+Y Last Page CTRL+End

Display recently opened items CTRL+SHIFT+L List of Values F9

Search CTRL+SHIFT+Y More Information CTRL+SHIFT+U

Sign out CTRL+SHIFT+F Next Field or Item Tab

Add BDM Documents ALT+A Next Page Down Page Down

Retrieve BDM Documents ALT+R Next Section ALT+Page Down

Cancel Page, Close Current Page, or Cancel Search/Query

CTRL+Q Open Menu Directly CTRL+M

Change MEP Context ALT+SHIFT+C Open Related Menu ALT+SHIFT+R

Choose/Submit ENTER Open Tools Menu ALT+SHIFT+T

Clear All in Section SHIFT+F5 Page Tab 1 Page Tab 2

CTRL+SHIFT+1 CTRL+SHIFT+2

Clear One Record SHIFT+F4 and so on and so on

Clear Page or Start Over F5 Previous Field or Item SHIFT Tab

Count Query SHIFT+F2 Previous Page Up Page Up

Delete Record SHIFT+F6 Previous Section ALT+Page Up

Down/Next Record Down Arrow Print CTRL+P

Duplicate Item F3 Refresh or Rollback F5

Duplicate Selected Record F4 Save F10

Edit CTRL+E Search or Open Filter Query F7

Execute Filter Query F8 Select on a Called Page ALT+S

Exit CTRL+Q Toggle Multi/Single Records View

CTRL+G

Expand/Collapse Drop-down Field ALT+Down Arrow Up/Previous record Up Arrow

Export SHIFT+F1 Workflow

First Page CTRL+Home Release Workflow ALT+Q

Submit Workflow ALT+W


Search To search for a form, you can either search from the Dashboard or select Search.

Favorites

If you wish to make a form one of your Favorites, click on the star in the search feature.

1. Type in the name of the form. • Capital letters are not necessary. • Typing the entire abbreviation of the form is also

not usually necessary. 2. Click on the Form you want to run

To remove a form from your list of Favorites, click on the star.

To see your list of Favorites, click on the star icon in the menu.


How to Run a Form FGIBSUM: Organization Budget Summary

Results

Note: To move through the records, use the arrow up / arrow down keys or “Double Click” on the record you wish to highlight.

1. Enter Specifications: You can run this form from either the Fund or the Organization Level

2. GO ALT + Page Down

50’s

60’s

70’s

80’s

To return to the Specification page

# of pages Records Per Page Total # of Records

Related Forms FGIBDST: Organization Budget Status See page 7 for more information.


Notifications FGIBAVL: Budget Availability Status

This form’s data is similar to the Available Budget Tab on Raiderlink.

Viewing Data / Using Headers Results for FGIBAVL: FOP Controlled Budget

If you make a mistake, a notification will appear. This notification may cover up other necessary features. To toggle the notification on/off, click the Yellow Box.

With the FGIBAVL form, if your budget is under FOAP Control, you must include the Budget Pool you want the data to start displaying from.

The form shows what specification you used on the previous page.

To return to the previous specification page click Start Over or F5


Results for FGIBAVL: FOAP Controlled Budget

Note: To move through the records, use the arrow up / arrow down keys or “Double Click” on the record you wish to highlight.

Depending on what Budget Pool you entered in the “account” field, the results will show you the available balances for each budget pool after that one, but none from before.

By clicking on the headers, all the columns can be changed to ascending/descending order.

If you cannot read all the information, each column can be stretched/ expanded.



Related Forms

FGIBDST: Organization Budget Status

Results: Just like FGIBAVL (pages 7-8), your results will start with whatever budget pool or account code you entered in the “Account” field, but it will not show you any account codes before that. Additionally, you can see how much has been spent for in each Budget Pool and for every Account Code.

In the “Account” field you can… • leave it blank • enter a Budget Pool • use a specific Account Code

1. Enter Specifications: You can run this form from either the Fund or the Organization Level

To find information related to a specific record, click on Related.

This feature acts as a drill up/down.

For more information about these reports see… Budget Summary Information FGIBSUM = page 5 Organization Encumbrances FGIOENC = page 10

Transaction Detail Information FGITRND = page 16


Related Forms Continued FGIOENC: Organizational Encumbrance List Results: This form shows you all the open encumbrances.

*Note: in P0 the 0 = zero

FGIENCD: Detail Encumbrance Activity Results: This form shows you the details and transaction activity about an encumbrance.

To see more information about a specific encumbrance, double click on the specific Record. Then click on related. This will allow you to drill down deeper into the

encumbrance details.

If you want to run this form for a different encumbrance,

click Start Over (F5).

To move through the records, you can use the up/down arrows on your keyboard.

To close this form and return to the previous form(s), click the X.


Sections & Records FPIPURR: Purchase / Blanket / Change Order Query

Results: This form has so much data that it cannot fit onto one screen and is therefore broken up into Sections. For reference, see the chart on the bottom of page 2.

Section: Document Information

To move the focus from one Section to the next, use the “Up and Down” buttons at the bottom of the screen or use the keyboard shortcuts.

+ /

*Note: in P0 the 0 = Zero

Any Section can be Collapsed / Expanded by clicking these little triangles.


Sections & Records continued: FPIPURR: Purchase / Blanket / Change Order Query

Section: Requestor / Delivery

Section: Vendor

To move to the next Section by using the “Up and Down” buttons at the bottom of the screen or use the keyboard shortcuts.

To move to the next Section by using the “Up and Down” buttons at the bottom of the screen or use the keyboard shortcuts.


Sections & Records continued: FPIPURR: Purchase / Blanket / Change Order Query

To jump to a specific Section of the form, go to .

Then from the dropdown feature, you can choose your desired Section.

Section: Commodity / Accounting

Section: Accounting

As you move down through the Records, the data will change in the Accounting Section to reflect different FOAPs used and the cost of each item.

Once you have gone through all the sections, it will circle back up to the first section.


Sections & Records continued

FRAGRNT: Grant Maintenance

Results: This form shows general information about a grant, and the Sections are displayed as tabs and can easily be navigated by just clicking on the Section tab. However, you can still navigate through different Sections by using keyboard shortcuts (Alt +Page Down/Page Up), the up and down arrows at the bottom left, or via the “Tools” feature.

Sections presented as tabs.


Sections & Records continued: FRAGRNT: Grant Maintenance

Tools FRAGRNT: Grant Maintenance continued The Tools icon can be used for exporting data to PDF, printing, jumping directly to different sections, etc.

From time to time, a notification may appear. This notification may cover up other necessary features. To toggle the notification on/off, click the Yellow Box.

In the Personnel Section, the records of data are presented on multiple screens. To view the Records, you can use the arrows, or the up/down arrow keyboard shortcuts for Records.


Filters/ Query FGITRND: Detail Transaction Activity

Results: This form shows all transactions for the Fiscal Year and will usually ask you to filter before showing you any data. If you do not wish to filter at this time, you can ignore this step by clicking “Go”.

You can run this form from the FOP, Fund, or Organization code. Additionally, this form can also be run from a specific Budget Pool.

Remember, to toggle the notification on/off, click the Yellow Box.

If you do not wish to Filter at this time, you can ignore this step by clicking “Go” or F8 to execute the Filter/Query.


Filters/ Query continued: FGITRND: Detail Transaction Activity

There is usually a Filter available for any of the columns in the data.

Results of using the filter for Account: 7C0%


To bring up the Filter/Query feature, click on the Filter icon or hit F7 on your keyboard.

To execute Filter/Query click Go or F8. % = wildcard feature 7C0 = only see transactions at the pool level 7C0% = see all transactions that start with 7C0

If you do not see the filter you want to use, check “Add Another Field.”

By clicking on the headers, most of the columns can be changed to ascending/descending order.

If you cannot read all the information, each column can be stretched/ expanded.


Filters/ Query continued: FGITRND: Detail Transaction Activity continued

Results of using the filter for Account: 7B%

+ + + Results of using the filter for Description: T0407%

7B0% = transactions for in state travel only 7B1% = transactions for out of state travel only 7B2% = transactions for international travel only 7B% = transactions for ALL travel

If you would want to see all the transactions for a specific trip, you could filter by Description or Document ID.

In filtering by description instead of Trip ID, you can see how much a travel event cost regardless of how many people attended it.


Account Summary FRIGITD: Grant Inception to Date This report is specifically designed for grants because they operate on a Multi-Year Budget as opposed to a traditional Fiscal Year.

Results Level 1 Acct Type: this form is similar to FGIBSUM: Organization Budget Summary (page 5).

Level 2 Acct Type: this form shows data from the first 2 digits of the FOAP/Account Code.

This form can be run by the FOP or the Grant ID. If you do not know your Grant ID, type in your Fund code then hit Tab. This will populate the Grant ID.

This form can be run by various Account types, and each one will produce a different set of data.


Budget Pool: this form is similar to FGIBAVL: FOAP Controlled Budget (page 8).

All Levels: this form is similar to FGIBDST: Organization Budget Status (page 9).


Fund Summary FRIGITD: Grant Inception to Date cont. Some Grants have multiple FOPs attached to them. The Fund Summary breaks down the data by FOP.

fgi

Results Example: Level 1 Acct Type for Fund Summary

When you enable the Fund Summary, forms can be run by… • Level 1 Account Type • Level 2 Account Type and • All Levels **You cannot execute the form by Budget Pool when using Fund Summary.

There are 10 FOPs associated with this Grant. The data for the remaining Sections will Change as you move down through the Records. **Remember, you can jump down to a record by double clicking on a specific row.

Any Section can be Collapsed / Expanded by clicking these little triangles.


Banner 9: Setting up “My Banner” On the Welcome screen, enter GUAPMNU to enter your forms.

On My Banner Maintenance form, under Object Selection:

1. Insert will add an entry row below the active row.

2. Delete will remove the active row.

3. Enter the Form code and tab to fill the description, then click Insert

to add another row/form, or SAVE to save your entries.

4. Must SAVE entries before exiting.

5. The new forms will not appear in My Banner until you exit Banner

9 Application Navigator and log in once again.

6. On the Main Menu, click Applications and My Banner to view the

list of objects you entered.


Form Names – What Do They Mean? (left to right)

Position 1: Identifies the System which owns the Form, Report, Job, or Table Position 2: Identifies the Application Module which owns the Form, Report, Job, or Table Position 3: Identifies the Type of Form, Report, Job, or Table Position 4-7: A Short Description (name) the Form, Report, Job, or Table

Position 1: Identifies the System owning the Form, Report, Job, or Table A Alumni/Development L Occupational tax/license U Utilities B Property Tax N Position Control V Voice Response C Courts O Customer Contact X Records Indexing D Cash Drawer P HR/Payroll/Personnel W Reserved for Client applications

that co-exist with Banner 7 F Finance Q Electronic Work Queue Y G General R Financial Aid Z I Information Access S Student K Work Management T Accounts Receivable

Position 2: Identifies the Module owning the Form, Report, Job, or Table General (G) Student (S) Finance (F)

E Event Management A Admissions A Accounts Payable J Job Submissions C Catalog B Budget Development L Letter Generation E Support Services C Cost Accounting O Overall F Registration/Fee Assmt E Electronic Data Interchange P Purge G General Student F Fixed Assets S Security H Grades/Acad History G General Ledger T Validation Form/Table I Faculty Load I Investment Management U Utility K Reserved for SCT Int. O Operations X Cross Product L Location Management P Purchasing/Procurement

Accounts Receivable (T) M CAPP R Research Accounting F Finance Accounts Rec O Overall S Stores Inventory G General Accounts Rec P Person T Validation Form/Table O Overall R Recruiting U Utility S Student Accounts Rec S Scheduling X Archive/Purge T Validation Form/Table T Validation Table/Form U Utility U Utility

Financial Aid (R) HR/Payroll (P) or Position (N) Information Access (I) B Budgeting A Application S Student C Record Creation B Budget R Financial Aid E Electronic Data Exchange C COBRA F Funds Management D Benefit/Deductions H History & Transcripts E Employee J Student Employment H Time Reporting/History L Logging O Overall N Need Analysis P General Person O Common Functions R Electronic Approvals P Packaging & Disbursements S Security R Requirements Tracking T Validation Table/Form All Products S Student Sys Shared Data U Utility W Reserved for Client applications

that co-exist with Banner 7 T Validation Form/Table T Tax Administration Y U Utility Z

1

2

?


Position 3: Identifies the Type of Form, Report, Job, or Table General (G) Student (S) Finance (F)

A Application Form A Application Form A Application Form B Base Table B Base Table B Base Table I Inquiry Form I Inquiry Form I Inquiry Form O Online COBOL Process P Process M Maintenance Form Q Query Form Q Query Form Q Query Form R Rule Table R Rule Table R Rule Table Repeating Table Repeating Table Repeating Table Reports/Process Reports/Process Reports/Process

V Validation Form/Table View V Validation Form/Table View V Validation Form/Table View

T General Maintenance Financial Aid (R) HR/Payroll/Personnel (P) Accounts Receivable (T)

Position Control (N) A Application Form A Application Form A Application Form B Base Table B Base Table I Inquiry Form I Inquiry Form I Inquiry Form P Process P Process/Report P Process Q Query Form R Rule Table R Rule Table R Report Repeating Table Repeating Table V Validation Form/Table View Reports/Process Reports/Process T Temporary Table Information Access (I) V Validation Form/Table R Report

Positions 4, 5, 6, 7

Identify a unique, four-character name for the Form, Report, Process, or Table SPAIDEN PPAIDEN FAABATC S Student P HR/Payroll/Personnel F Finance P Person P Person A Accounts Payable A Application A Application A Application

IDEN General Person Identification IDEN

General Person Identification BATC Check Processing

SAAADMS PPAGENL FGAENCB S Student P Hr/Payroll/Personnel F Finance A Admissions P Person G General Ledger A Application A Application A Application

ADMS Admissions Application GENL General Information ENCB General Encumbrance Processing

SCADETL POIIDEN TSA2AME S Student P HR/Payroll/Personnel T Accounts Receivable

C Catalog O Overall S Student Accounts Receivable

A Application I Inqury Form A Application

DETL Course Detail Information IDEN Employee Search 2AME Adj Tuition Credit Manual Entry

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