Accessing BANNER

From “Benefits” Tab, Click on “Internet Native Banner”

Setup A Grant

How to Setup a Grant Complete OSP Green Sheet Complete New Fund Checklist FTMAGCY: Adding a Sponsor FRAGRNT: Adding Personnel FRAGRNT: Adding a Grant FTMFUND: Adding Funds Adding Budget starts on slide: FRAGRNT: Adding Cost Codes Adding Billing events starts on slide: **This How To uses an already established “New Fund Checklist.” Things in bold come directly off the checklist. If you do not have a checklist you will have to fill one out.

Complete OSP Green Sheet

Complete New Fund Checklist

See Appropriate Slides of Instructions for Information to fill out this section

FTMAGCY

Select drop-down to see if agency exists

Query agency in “Last Name” field using “%NameOfAgency%”; Execute Query If agency does not exist, it needs to be added

Click Icon; Result: Common matching entry form opens if common matching is activated. Select matching source code. Enter name of agency in non-person name field; Click Save/YES/OK. Result: Agency code maintenance form or FTMAGCY opens with new agency name. Click “Next Block” to continue. Enter individual name in contact field. Enter Organization Code in Predecessor field. See following Slides for Screen Shots

Select Address type; enter all address info associated with sponsor. Address type, Sequence #, City/State/Zip/Nation are required fields. If additional addresses are needed for same sponsor, use “Next Record” function. Click Save; Return to Agency Information Tab NOTE: Include Invoicing Address

Enter Default Address Type and Sequence Number; This address will default into individual grant records. Save and Exit

FRAGRNT

Enter CFDA and Sponsor ID

Cost Code Tab

Complete Indirects section only if indirects are included in grant. Do NOT complete Cost Share section Save and Exit

Adding Personnel in FRAGRNT

Enter Grant Code; Click “Next Block”

Click “Personnel;” Check Title, Phone, Click “Report/Billing Format”

Select Appropriate Code

Type FOAIDEN; Enter

1. Enter ID# or “Generate ID” 2. Next Block 3. Complete Section 4. Click Save. Exit

FTMFUND

Billing Distribution Setup

Start date is always July 1 of fiscal year grant is established (if grant start October, 2012, start date is 7/1/2012). Unbilled AR Account: See Checklist

Enter Valid Account Codes Always 1A

Options; Select “FRMFUND”

Tab to Cost Codes—Info should populate; if not, enter indirect cost code from drop-down menu. NOTE: Do NOT enter cost share data. Enter billing accounts receivable from checklist Save and Exit

FRABUDG

NOTE: FRABUDG can also be accessed from Options menu within FRAGRNT

Enter Brief Description

NOTE: Input this number on New Fund Checklist

Billing Tab in FRAGRNT

Click Billing; Update address type if needed Only Update last invoice for bills created outside of grants billing—for new setups this field should be left blank; Check for Undistributed Cash Receipt Account Number

Click Options; Select Billing Frequency Information

Setting Up Grant Billing Events (Cost Reimbursable)

Click Options; Select Billing Frequency Information

Click Next Block

Next Block Event Code=“Bill”

Check “Bill” if needed Clear Screen

Last day of month invoicing Select from drop-down “Cost Reimbursement” or “Fixed Same as “Date From” Select Format

Choose Format from List

Enter Name of OSP Grant Analyst; Click Next Block

Auto-Populates Click “Next Block”; Save.

Enter “FRAGRNT”

Enter Grant Number

Click Billing

Click “Options.” Choose “FRAEVGA.”

Click “Page Down.”

Enter Event Code Enter Date From; Date To; Frequency; Payment Method Select Bill Format. Enter Default ID Auto populates Invoice Schedule To change: Click “Previous Block.” Update Info; Enter User ID; Click “Next Block”

Click “Next Block”

Save

Setting Up Billing Events (Fixed Price)

Enter Fund Number and Amount. Save. Exit.

Generating Bills

Enter Type of Bill (example: FRAGENB)

Next Block; Review Data and Billing Amount

To Add Text, Click Options: Text Information

Next Block; Review Text

FRRBILL

Next Block Type in DATABASE Then, CTRL + PGDN

FRRBILL -----Audit Mode first!!----- Printer: always DATABASE CTRL + PGDN 01: always G 06: always S 09: Grant Code 10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA. 11: last day of the Billing Month 12: always P 13: usually R 14: A=Audit U=Update 15: always S (Unless Sponsor requests details.) 16: Today 17: last day of the month that has yet to close 18: always N 19: always N CTRL+PGDN SUBMIT SAVE OPTIONS REVIEW OUTPUT Click on the ARROW DOWN b utton for the FILE NAME

Creating Bills

FRRBILL

Next Block Change Parameter 14 to “U”

FRRBILL -----Audit Mode first!!----- Printer: always DATABASE CTRL + PGDN 01: always G 06: always S 09: Grant Code 10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA. 11: last day of the Billing Month 12: always P 13: usually R 14: A=Audit U=Update 15: always S (Unless Sponsor requests details.) 16: Today 17: last day of the month that has yet to close 18: always N 19: always N CTRL+PGDN SUBMIT SAVE OPTIONS REVIEW OUTPUT Click on the ARROW DOWN b utton for the FILE NAME

Bill Type

Run Report

Enter S; Blank, Billing Date Submit Query

Scroll Down If correct, click file/save; Save in T:/Invoices/Mo-Year

Check Details; Save; Print; Mail

Next Block 3X and Save

In “FGITBAL,” Click Next Block Enter Fund Number Click Options: Query

Confirm Posting Write Document # on the file copy of the Invoice!!

Confirm Posting is removed from Unbilled Amounts: In FRABDCN, Enter Grant, Click Next Block

Setting Up Security in Banner for Grants

FOMAQRC Approval Que Routing Codes

FTMAPPQ Approval Que Maintenance

FOMPROF User Profile Maintenance Click on the arrow.

Press F7. Tab to User Name. Type: %some of the PI’s name%. Press F8. Double Click on the PI’s name.

Control + Page Down

Click on Options. Select Maintain Fund Security Info.

Control + Page Down

Scroll to the bottom of the list. Press the arrow down key once. PI – Both Dept. Head – Query Dept. Secretary - Both Fund # Always Z F10 to Save.

Ensure that each person is assigned “Report” under the Fund Field. If not, add Report with access as Both, F10 to save. (This allows access to Self-Service Budget Queries.)

Repeat the process for the Dept. Head, Dept. Secretary, and any Others as requested by the PI.

Accessing FGITBAL

FOIDOCH Banner

FRIGITD