web finance at fau
DESCRIPTION
Web Finance at FAU. Web Finance Contacts. Bob Pope 7 - 2712 [email protected]. Training Agenda. SCT Product Information FOAP String Accessing and Using Web Finance. SCT Product Information. FAU’s purchase of Banner Finance, Human Resources and Student Information System - PowerPoint PPT PresentationTRANSCRIPT
Web Finance ContactsWeb Finance ContactsWeb Finance ContactsWeb Finance Contacts
Bob Pope 7 - 2712 Bob Pope 7 - 2712 [email protected]@fau.edu Bob Pope 7 - 2712 Bob Pope 7 - 2712 [email protected]@fau.edu
Training AgendaTraining AgendaTraining AgendaTraining Agenda
SCT Product InformationSCT Product Information FOAP StringFOAP String Accessing and Using Web FinanceAccessing and Using Web Finance
SCT Product InformationSCT Product Information FOAP StringFOAP String Accessing and Using Web FinanceAccessing and Using Web Finance
SCT Product InformationSCT Product InformationSCT Product InformationSCT Product Information
FAU’s purchase of Banner Finance, FAU’s purchase of Banner Finance, Human Resources and Student Human Resources and Student Information SystemInformation System
Implementation ScheduleImplementation Schedule TimelineTimeline
FAU’s purchase of Banner Finance, FAU’s purchase of Banner Finance, Human Resources and Student Human Resources and Student Information SystemInformation System
Implementation ScheduleImplementation Schedule TimelineTimeline
SCT Banner FOAPSCT Banner FOAPChart of Account StructureChart of Account Structure
SCT Banner FOAPSCT Banner FOAPChart of Account StructureChart of Account Structure
FF -- FundFund OO -- OrganizationOrganization AA -- AccountAccount PP -- ProgramProgram II -- IndexIndex
FF -- FundFund OO -- OrganizationOrganization AA -- AccountAccount PP -- ProgramProgram II -- IndexIndex
Fund CodeFund CodeFund CodeFund Code
Alpha numeric 6 digit field (SAMAS was 6 Alpha numeric 6 digit field (SAMAS was 6 numeric)numeric)
Self balancing set of accounts in which Self balancing set of accounts in which transactions are recorded and segregated transactions are recorded and segregated to carry on specific activities or attain to carry on specific activities or attain certain objectivescertain objectives
Fund codes are required when we need a Fund codes are required when we need a Balance Sheet for a University department Balance Sheet for a University department or specific entity, such as an Auxiliary, a or specific entity, such as an Auxiliary, a Grant, a Construction ProjectGrant, a Construction Project
Alpha numeric 6 digit field (SAMAS was 6 Alpha numeric 6 digit field (SAMAS was 6 numeric)numeric)
Self balancing set of accounts in which Self balancing set of accounts in which transactions are recorded and segregated transactions are recorded and segregated to carry on specific activities or attain to carry on specific activities or attain certain objectivescertain objectives
Fund codes are required when we need a Fund codes are required when we need a Balance Sheet for a University department Balance Sheet for a University department or specific entity, such as an Auxiliary, a or specific entity, such as an Auxiliary, a Grant, a Construction ProjectGrant, a Construction Project
Banner FundsBanner FundsBanner FundsBanner Funds
We will have many more fund codes We will have many more fund codes than we presently havethan we presently have
A fund code is required to track cash A fund code is required to track cash and fund balanceand fund balance
Each grant will have a unique fund Each grant will have a unique fund rather than a unique organization rather than a unique organization codecode
We will have many more fund codes We will have many more fund codes than we presently havethan we presently have
A fund code is required to track cash A fund code is required to track cash and fund balanceand fund balance
Each grant will have a unique fund Each grant will have a unique fund rather than a unique organization rather than a unique organization codecode
Organization CODEOrganization CODEOrganization CODEOrganization CODE
Alpha Numeric 6 digit field (SAMAS – Alpha Numeric 6 digit field (SAMAS – 9 digit numeric department number)9 digit numeric department number)
Designation for departmental / Designation for departmental / budgetary subdivisionsbudgetary subdivisions
Banner provides hierarchy rollup Banner provides hierarchy rollup structure for reporting purposesstructure for reporting purposes
Alpha Numeric 6 digit field (SAMAS – Alpha Numeric 6 digit field (SAMAS – 9 digit numeric department number)9 digit numeric department number)
Designation for departmental / Designation for departmental / budgetary subdivisionsbudgetary subdivisions
Banner provides hierarchy rollup Banner provides hierarchy rollup structure for reporting purposesstructure for reporting purposes
Samples – Funds and Samples – Funds and OrganizationsOrganizations
SAMAS FundSAMAS Fund
Education and Education and GeneralGeneral
000210000210
Banner FundBanner Fund
Grant and Aids (New Grant and Aids (New name for E&G)name for E&G)
GTAIDSGTAIDS
SAMAS OrganizationSAMAS Organization
Controller’s OfficeController’s Office
0120-000-000120-000-00
Banner OrganizationBanner Organization
Controller’s OfficeController’s Office
F12000F12000
Samples- ContinuedSamples- ContinuedSamples- ContinuedSamples- Continued
SAMASSAMAS BannerBanner 0001-000-000001-000-00 P00100P00100 0005-000-000005-000-00 U00500U00500 1000-000-011000-000-01 A00000A00000 1100-000-011100-000-01 B10000B10000 1600-000-011600-000-01 B60000B60000 4060-000-624060-000-62 S06000S06000 1070-000-141070-000-14 J07000J07000 There are many, many more codes, of There are many, many more codes, of
coursecourse
SAMASSAMAS BannerBanner 0001-000-000001-000-00 P00100P00100 0005-000-000005-000-00 U00500U00500 1000-000-011000-000-01 A00000A00000 1100-000-011100-000-01 B10000B10000 1600-000-011600-000-01 B60000B60000 4060-000-624060-000-62 S06000S06000 1070-000-141070-000-14 J07000J07000 There are many, many more codes, of There are many, many more codes, of
coursecourse
Banner Organization CodesBanner Organization CodesBanner Organization CodesBanner Organization Codes
The 1The 1stst Digit = Executive Level or Campus Digit = Executive Level or Campus PP -- PresidentPresident RR -- VP ResearchVP Research AA -- Provost and CAOProvost and CAO FF -- Sr. VP Finance and COOSr. VP Finance and COO GG -- Vice President and ArchitectVice President and Architect SS -- Sr. VP Student AffairsSr. VP Student Affairs UU -- Sr. VP University AdvancementSr. VP University Advancement
The 1The 1stst Digit = Executive Level or Campus Digit = Executive Level or Campus PP -- PresidentPresident RR -- VP ResearchVP Research AA -- Provost and CAOProvost and CAO FF -- Sr. VP Finance and COOSr. VP Finance and COO GG -- Vice President and ArchitectVice President and Architect SS -- Sr. VP Student AffairsSr. VP Student Affairs UU -- Sr. VP University AdvancementSr. VP University Advancement
Banner Organization Codes- 1Banner Organization Codes- 1stst Digit (Cont.)Digit (Cont.)
BB -- Boca CampusBoca Campus CC -- Commercial CampusCommercial Campus DD -- Davie CampusDavie Campus E E -- Sea TechSea Tech J J -- Jupiter CampusJupiter Campus KK -- Port St. Lucie CampusPort St. Lucie Campus T T - - Ft. Lauderdale – DowntownFt. Lauderdale – Downtown HH -- Pembroke PinesPembroke Pines VV -- Vero BeachVero Beach
Banner Organization Codes – Banner Organization Codes – 22ndnd through 6 through 6thth Digits Digits
Banner Organization Codes – Banner Organization Codes – 22ndnd through 6 through 6thth Digits Digits
2 – 4 = Digits 2 – 4 of the current 2 – 4 = Digits 2 – 4 of the current SAMAS numbers whenever possible – SAMAS numbers whenever possible – some cases we had conflicts / some cases we had conflicts / repeatsrepeats
Why? – Gives some recognition of old Why? – Gives some recognition of old numbersnumbers
5 – 6 = 00 – 99 and we have 5 – 6 = 00 – 99 and we have available AA-ZZ if we need itavailable AA-ZZ if we need it
2 – 4 = Digits 2 – 4 of the current 2 – 4 = Digits 2 – 4 of the current SAMAS numbers whenever possible – SAMAS numbers whenever possible – some cases we had conflicts / some cases we had conflicts / repeatsrepeats
Why? – Gives some recognition of old Why? – Gives some recognition of old numbersnumbers
5 – 6 = 00 – 99 and we have 5 – 6 = 00 – 99 and we have available AA-ZZ if we need itavailable AA-ZZ if we need it
Account CodeAccount CodeAccount CodeAccount Code
Alpha Numeric 6 digit field (SAMAS – 6 Alpha Numeric 6 digit field (SAMAS – 6 digit numeric object code)digit numeric object code)
Codes used for asset, liability, equity, revenue, expenditure and/or transfer account classifications
(TYPICAL BEAN COUNTER STUFF) We have retained the SAMAS codes and We have retained the SAMAS codes and
descriptions for Banner, with some descriptions for Banner, with some consolidationconsolidation
Alpha Numeric 6 digit field (SAMAS – 6 Alpha Numeric 6 digit field (SAMAS – 6 digit numeric object code)digit numeric object code)
Codes used for asset, liability, equity, revenue, expenditure and/or transfer account classifications
(TYPICAL BEAN COUNTER STUFF) We have retained the SAMAS codes and We have retained the SAMAS codes and
descriptions for Banner, with some descriptions for Banner, with some consolidationconsolidation
Program CodeProgram Code Program CodeProgram Code
Alpha numeric six digit code (SAMAS Alpha numeric six digit code (SAMAS – 2 digit numeric – External Program – 2 digit numeric – External Program Code)Code)
Each Organization code will have one Each Organization code will have one Program Code, similar to SAMASProgram Code, similar to SAMAS
Will be used for IPEDS and DCU Will be used for IPEDS and DCU reportingreporting
Alpha numeric six digit code (SAMAS Alpha numeric six digit code (SAMAS – 2 digit numeric – External Program – 2 digit numeric – External Program Code)Code)
Each Organization code will have one Each Organization code will have one Program Code, similar to SAMASProgram Code, similar to SAMAS
Will be used for IPEDS and DCU Will be used for IPEDS and DCU reportingreporting
Index CodeIndex CodeIndex CodeIndex Code
The Index Code expedites data entry The Index Code expedites data entry by defaulting the Fund, Organization by defaulting the Fund, Organization Code and Program CodeCode and Program Code
It will be the same as either the It will be the same as either the Organization Code or the Fund CodeOrganization Code or the Fund Code
The Index Code expedites data entry The Index Code expedites data entry by defaulting the Fund, Organization by defaulting the Fund, Organization Code and Program CodeCode and Program Code
It will be the same as either the It will be the same as either the Organization Code or the Fund CodeOrganization Code or the Fund Code
Banner Hierarchy StructureBanner Hierarchy StructureBanner Hierarchy StructureBanner Hierarchy Structure
All Banner codes are hierarchicalAll Banner codes are hierarchical Allows for roll up reporting up to the Allows for roll up reporting up to the
highest levelhighest level Funds – 4 LevelsFunds – 4 Levels Organizations – 5 levelsOrganizations – 5 levels Accounts – 4 levelsAccounts – 4 levels
All Banner codes are hierarchicalAll Banner codes are hierarchical Allows for roll up reporting up to the Allows for roll up reporting up to the
highest levelhighest level Funds – 4 LevelsFunds – 4 Levels Organizations – 5 levelsOrganizations – 5 levels Accounts – 4 levelsAccounts – 4 levels
Other Banner FeaturesOther Banner FeaturesOther Banner FeaturesOther Banner Features
On Line Real Time Access to Data, On Line Real Time Access to Data, Transactions and ReportsTransactions and Reports
Can use Microsoft Xcel, Access, Word Can use Microsoft Xcel, Access, Word to import and export data and for to import and export data and for reportingreporting
On Line Document ApprovalsOn Line Document Approvals Security to limit access to data by Security to limit access to data by
individual or multiple FOAP codesindividual or multiple FOAP codes
On Line Real Time Access to Data, On Line Real Time Access to Data, Transactions and ReportsTransactions and Reports
Can use Microsoft Xcel, Access, Word Can use Microsoft Xcel, Access, Word to import and export data and for to import and export data and for reportingreporting
On Line Document ApprovalsOn Line Document Approvals Security to limit access to data by Security to limit access to data by
individual or multiple FOAP codesindividual or multiple FOAP codes
Banner Information on WEBBanner Information on WEBBanner Information on WEBBanner Information on WEB
http://www.fau.edu/bannerhttp://www.fau.edu/banner Crosswalk of SAMAS to BANNER Crosswalk of SAMAS to BANNER
Organization Codes and Funds:Organization Codes and Funds: GO TO: GO TO: SAMAS Crosswalk to Banner SAMAS Crosswalk to Banner Please look at this and notify Bob Please look at this and notify Bob
Pope 7-2712, or Sharon Brown 7-4475 Pope 7-2712, or Sharon Brown 7-4475 if you see any problems or missing if you see any problems or missing codescodes
http://www.fau.edu/bannerhttp://www.fau.edu/banner Crosswalk of SAMAS to BANNER Crosswalk of SAMAS to BANNER
Organization Codes and Funds:Organization Codes and Funds: GO TO: GO TO: SAMAS Crosswalk to Banner SAMAS Crosswalk to Banner Please look at this and notify Bob Please look at this and notify Bob
Pope 7-2712, or Sharon Brown 7-4475 Pope 7-2712, or Sharon Brown 7-4475 if you see any problems or missing if you see any problems or missing codescodes
Accessing Web FinanceAccessing Web FinanceAccessing Web FinanceAccessing Web Finance
Enter the URL Address:Enter the URL Address:http://web4.fau.edu:8080http://web4.fau.edu:8080
Enter Secure AreaEnter Secure Area From main menu, click on Financial From main menu, click on Financial
Information Menu Information Menu
Enter the URL Address:Enter the URL Address:http://web4.fau.edu:8080http://web4.fau.edu:8080
Enter Secure AreaEnter Secure Area From main menu, click on Financial From main menu, click on Financial
Information Menu Information Menu
Training Sign OnTraining Sign OnTraining Sign OnTraining Sign On
During this training session only, During this training session only, your user i.d. will be:your user i.d. will be:
TRAIN01 to TRAIN25TRAIN01 to TRAIN25 PIN is 123456PIN is 123456 You will be assigned an i.d. by the You will be assigned an i.d. by the
instructorinstructor
During this training session only, During this training session only, your user i.d. will be:your user i.d. will be:
TRAIN01 to TRAIN25TRAIN01 to TRAIN25 PIN is 123456PIN is 123456 You will be assigned an i.d. by the You will be assigned an i.d. by the
instructorinstructor
Web Finance I.D.Web Finance I.D.Web Finance I.D.Web Finance I.D.
You will receive your Web Finance I.D. You will receive your Web Finance I.D. via Email via Email AFTERAFTER completing the completing the security formsecurity form
It will start with UPPER CASE ZIt will start with UPPER CASE Z Your initial PIN will be 123456Your initial PIN will be 123456 To change your PIN, go to Personal To change your PIN, go to Personal
Settings and select Change PINSettings and select Change PIN PLEASE DO NOT CHANGE THE PIN FOR PLEASE DO NOT CHANGE THE PIN FOR
THE TRAIN I.D., HOWEVERTHE TRAIN I.D., HOWEVER
You will receive your Web Finance I.D. You will receive your Web Finance I.D. via Email via Email AFTERAFTER completing the completing the security formsecurity form
It will start with UPPER CASE ZIt will start with UPPER CASE Z Your initial PIN will be 123456Your initial PIN will be 123456 To change your PIN, go to Personal To change your PIN, go to Personal
Settings and select Change PINSettings and select Change PIN PLEASE DO NOT CHANGE THE PIN FOR PLEASE DO NOT CHANGE THE PIN FOR
THE TRAIN I.D., HOWEVERTHE TRAIN I.D., HOWEVER
Banner Finance List ServeBanner Finance List ServeBanner Finance List ServeBanner Finance List Serve
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You can subscribe by:You can subscribe by: Send an email to Send an email to
[email protected], with no subject [email protected], with no subject and no signature and in the body of the and no signature and in the body of the email write:email write:subscribe bannerfinance-l (The last letter subscribe bannerfinance-l (The last letter is lower case L)is lower case L)
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