Banner 9 Navigation. Table of Contents

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

FGIOENC ………

5

FGIENCD ………...

6

FGIENCB ………

7

FPIPURR ………

8

FGITRND + Features ……….

9

Grant Forms- FRIGITD …………...

10

FRAGRANT ……… 11

Available Balance Forms …………... 12

FGIBSUM & FGIBAVL …………...

12

FGIBDST & FGIBDSR ……….

13

Setting up “My Banner” ………... 14

Form Names (What do they mean?) …

15

Banner 9 Navigation

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

The Welcome (and Search Forms) is the opening screen:

How data is formulated from the database onto our screen

Enter all necessary fields on the form

Document Info

Requestor and Delivery

Accounting (FOP)

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

FGIOENC

:

Organizational Encumbrance List

Start Over

Related Forms

1. Enter Specifications

2. GO

(ALT + Page Down)

# of pages

Records per Page

_{Total # of Records}

To move through the records, use the arrow up / arrow down keys

or “Double Click” on the record you wish to highlight.

FGIENCD

: Detail Encumbrance Activity

This form has multiple screens of records. To see the next record either click on the Next button or use your keyboard shortcut (arrow down). Currently viewing Record 1 of 4 in Encumbrance Section 1 Encumbrance Detail Section 2 Transaction Activity

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

Currently viewing Transaction Activity Record 1 of 2 in the first record of the Encumbrance Detail

If the Record section is “greyed out” then you are not focused on that section

FGIENCB

:

Encumbrance List

1. Click “Filter” or F7, enter an Encumbrance #, then Click “Go” or F8

2. To bring up the Filter/Query again click “Filter” / “F7” and to Execute Filter click “Go” / “F8”.

3. If the message in the top right corner is blocking a necessary feature, you can toggle it on and off by

clicking on the numbered message box.

4. You can easily change, clear, and add additional filters/queries.

# of Pages Records Per Page Filter (F7) Total # of Records

Click here toggle the messages on and off.

FPIPURR

:

Purchase / Blanket / Change Order Query

1. Complete the Fields, then click “Go” (ALT + Page Down)

2. Move up and down the Sections by clicking the up and down arrows at the bottom of the window or by

clicking “Alt + Page Up” or “ALT + Page Down”

Alternatively, you can jump to any specific section by using the “Tools” button.

Next Section Previous

Section

Also, you can use the “Tools” feature to Export your Form into an Excel

FGITRND

: Detail Transaction Activity

1. Enter Specifications

2. Filter (F7): Enter 7C0% to see 7C0 Supplies Budget Pool and Account Codes, then “Go” (F8)

3. Filter (F7): Enter 7B% to see ALL Travel Budget Pools and Account Codes, then “Go” (F8)

4. Filter (F7): Clear All, Add Description Column, enter a trip description (Txxxx%), then “Go” (F8)

Grant Forms

FRIGITD

: Grant Inception to Date

How to Locate the Grant ID.

1.

Pull up

FRIGITD

: Grant Inception to Date

2.

Enter the Chart of Account (T) + Fund (21A445)

3.

Hit Tab on your keyboard and the Grant ID will appear.

How to Run

FRIGITD

at the Level 1 and 2 Account Summary with and without the Fund Summary

1. Delete all fields except the Grant ID, then “Go”

• Shows Adjusted Budget, Activity, Commitments, and Available Balance for all Budget Pools and

Account Codes associated with the overall Grant

2. Start Over (F5) and check the “Fund Summary Box”, then “Go”

• Shows Adjusted Budget, Activity, Commitments, and Available Balance for all Budget Pools and

Account Codes for each individual Fund within the Grant ID

3. Start Over (F5): Account Summary choose “Level 1”, then “Go”

• Shows Adjusted Budget, Activity, Commitments, and Available Balance for the 60’s, 70’s, and 80’s

categories associated with the overall Grant

4. Start Over (F5): Account Summary choose “Level 1” and check “Fund Summary”, then “Go”

• Shows Adjusted Budget, Activity, Commitments, and Available Balance for the 60’s, 70’s, and 80’s

categories for each individual Fund within the Grant ID

5. Start Over (F5): Account Summary choose “Level 2”, then “Go”

• Shows Adjusted Budget, Activity, Commitments, and Available Balance for the first two numeric

identifiers in each account code associated with the overall Grant

6. Start Over (F5): Account Summary choose “Level 2” and check “Fund Summary”, then “Go”

•

Shows Adjusted Budget, Activity, Commitments, and Available Balance for the first two numeric

identifiers in each account code for each individual Fund within the Grant ID

FRAGRNT

: Grant Maintenance

1. Enter Grant ID, then “Go”.

2. Sections are presented as tabs. However, you can still navigate through different Sections by using

keyboard shortcuts (Alt +Page Down/Page Up), the up and down arrow at the bottom left, or via the

“Tools” feature.

Available Balance Forms

FGIBSUM

: Organization Budget Summary (Level 1 Form)

You can run this form at either the Fund or the Organization Level

Results

Related form: FGIBDST: Organization Budget Status (see next page)

FGIBAVL

: Budget Availability Status (Only at the Pool Level)

• If you do not enter all required fields, you will get an error message.

• This form is similar to Cognos Report FI002

Results

50’s 60’s 70’s 80’s

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.

FGIBDST

: Organization Budget Status

• You can run this for at either the Fund or Organizational Level

• In the “Account Type” field you can either enter a Budget Pool or a specific Account Code

Results: Just like FGIBAVL, your results will start with whatever budget pool or account code you entered in

the “Account Type” field, but it will not show you any account codes before that.

Highlight any record to see related forms

• FGIBSUM = Level 1 Form

• FGIOENC = Encumbrance Form

• FGITRND = Transaction Details Form

Drill Down: Similar to Cognos Report FI004

FGIBDSR

: Executive Summary

Banner 9: Setting up “My Banner”.

On the Welcome screen enter GUAPMNU to enter your forms.

1. On My Banner Maintenance form, under Object Selection:

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

3. Delete will remove the active row

4. Enter the Form code and tab to fill the description, then click Insert to add another row/form, or SAVE to

save your entries.

5. Must SAVE entries before exiting.

6. Cannot EXIT the form while on a new row waiting for entry. Arrow-up to previously saved row or delete the

new row.

7. The new forms will not appear in My Banner until you exit Banner 9

Application Navigator and log in once again.

8. 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

1

2

Position 3: Identifies the Type of Form, Report, Job, or 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