Training Presentation

Training Presentation
Banner for Budget Personnel By Emily Ann Cimillo EME Fall 2005 – Dr. Victoria Brown

Introduction Banner is a 3-part system that gives users detailed information regarding accounts at FAU. The systems are: Banner Production, Web Finance and Eprint. This presentation will take you through all three systems, and show you how they are all related to each other.

Introduction Teamwork is a big part of this process.
You will be working with many different areas and systems. Web Finance Business Office These are just to name a few…. YOU DSR Banner Eprint FinTrack Controller Office

Introduction You will notice (when Banner is running), a small icon of a coffee cup. With that in mind, I’d like to introduce you to your tour guide for this program: Banner Buddy….. Hi! I’ll be your guide. Keep an eye out for me, and I’ll show you what you need to know.

Try This! Introduction When you see a “Try This!” button like the one in the top right corner, just click on it and you can practice what I’m showing you. Try it now! Then you can click the “Return” button to come back to me.

Activity #1: TRY THIS! Return
When you see this button, you can click on it to take you to the Banner Log in Page. It will automatically open Internet Explorer and you can choose the application that you want to practice in. Use one of your accounts (you will need the Index) and view your own account information. When you are ready, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck!

Introduction Welcome Back! Keep in mind that some of these screens in Banner will be useful for all types of accounts. So, if you are viewing this presentation in its entirety, some material may appear repetitious.

Click the link below to see sample screens of FinTrack.
First Step You will need to set up an Excel Spreadsheet to keep track of your expenses and budget, if you haven’t done so already. Or, use FinTrack – an Access Database used to track expenses and contracts. You can obtain a copy of it from your College’s Business Manager. Click the link below to see sample screens of FinTrack. FinTrack

Here are some of the menus…
FinTrack Here are some of the menus…

With these screens, you can enter your expenses and contracts
With these screens, you can enter your expenses and contracts. Reports are available as well. This is great for calculating biweeklies! Just enter the dates and click in the b/w field.

Content Areas Part 1: Checking Account Balances State Accounts
Part 1 contains information related to each particular type of account and describes which screens/reports you can use to maintain correct balances. Part 2 contains information that can be used for all types of accounts and allows you to search for specific information. Click on a hyperlink to go to that part of the presentation. Content Areas Part 1: Checking Account Balances State Accounts Grant Accounts Auxiliary Accounts Part 2: Checking Encumbrances & Financial Documents PO’s, Requisitions, and Invoices. Employee Contracts & Encumbrances

Types of Accounts State Accounts – “GTAIDS” or Grant and Aids.
These are the types of accounts you will be dealing with. Clicking on each of them will show you how you can check balances for each type of account or just continue to the next slide to see them all. Types of Accounts State Accounts – “GTAIDS” or Grant and Aids. Grant Accounts – There are Federal, Federal Flow-Through, Non-Federal, Corporate, Foundation and Overhead. Auxiliary Accounts – Used for various administrative purposes, such as lab fee accounts, and club accounts. State Grant Auxiliary

Part I: Checking Account Balances in Banner for State accounts
You’ve been to Banner training, so you are familiar with this first screen. This screen will take you to any form that you need. The first we will go to is FGIBAVL.

Banner - FGIBAVL In this form, you will be able to view your available balances in each budget pool (Salaries & Benefits, OPS, Expense, etc.). It will show your “Year to Date” activity, your “Commitments” (encumbrances) and your “Available Balance”. To view more detailed information, you will need to access other screens. This will be described later.

Banner (cont.) - FGIBAVL
Try This! Banner (cont.) - FGIBAVL By entering the Index, the Fund, Org, & Program codes will populate. Enter the account code to get all categories, or enter the account code you prefer to see.

Activity #2: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Banner by selecting “Banner 7.0 Production” and log in. Use one of your accounts (you will need the Index) and view your own account information. When you are ready, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You may want to keep Banner open for later on, or you may need to open it again. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Checking Account Balances (cont.) in Eprint for State Accounts
You’ll be logging into this later on. But, first, let’s discuss what you will see and where you should go.

Checking Account Balances (cont.) Eprint Reports
Another way to check for available balance in your account is to access the Eprint Reports. Specifically, the “Report of Budget” will and should give you your account balance as did FGIBAVL in Banner. You will also be accessing the “Organization Detail Activity Report” to view details of your account. You will need to select your Organization (Org.) when you select this report, and can do this by clicking on the Drill.

Eprint – Report of Budget
You will need to go to the WFBEGLE Report. You can find it by clicking NEXT until you see it, or by selecting it from the pull down window. You will need to select “PDF” to get the most up to date information.

Eprint – Report of Budget (cont.)
Once in the report, you can search for your Org. by clicking on the Binoculars. My Org. was B12000, so here is my information. (Oh, and by the way, if you see a negative balance, you’ll need to find out why!)

Eprint – Organization Detail Activity Report
You will need to go to the FGRODTA Report, or the “Organization Detail Activity.” You will need to select the “Drill” and choose your report. You can either select a particular month report, or a Fiscal Year to Date Report. Just pay attention to the dates in the list and make your selection. I mostly use the Fiscal Year to Date Reports, myself.

Eprint – Organization Detail Activity Report (cont.)
Try This! Eprint – Organization Detail Activity Report (cont.) Here is a sample page of this report. Notice that all charges are listed under their account codes, and each account code is totaled.

Activity #3: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Eprint by selecting “e~Print” and log in. Use one of your accounts (you will need the Org.) and view your own account information. Try both the “Report of Budget” and the “Organization Detail Activity” Reports, as we did earlier. Since these are PDF files, you can either print or save your reports. You may see your charges in several places in the “Org Detail” report. As an encumbered charge is paid, the encumbrance is released and the payment is shown under Transaction Activity. Also, as a Requisition is made into a Purchase Order, the Requisition is liquidated and the Purchase Order is encumbered. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You will need e~Print later on. You can either leave it open or you can open it again later. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Part I: Checking Account Balances in Banner for Grant accounts
Ok, we’ve been here with State accounts, so I’m sure you’ve gotten the hang of this. This screen will take you to any form that you need. The first we will go to is FGIBAVL.

Banner - FGIBAVL This form is also useful for Grant accounts.
In this form, you will be able to view your available balances in each budget pool (Salaries & Benefits, OPS, Expense, Sub-contract, Grant Office Supply, etc.). It will show your “Year to Date” activity, your “Commitments” (encumbrances) and your “Available Balance”. To view more detailed information, or “Grant Life to Date” you will need to access other screens or reports. This will be described later.

Activity #4: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Banner by selecting “Banner 7.0 Production” and log in. Use one of your grant accounts (you will need the Index) and view your own account information. When you are ready, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You may want to keep Banner open for later on, or you may need to open it again. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Checking Account Balances (cont.) in Eprint for Grant Accounts
Ok, we’re back to Eprint to view reports that are used to help track grant accounts.

Checking Account Balances (cont.) Eprint Reports for Grants
The “Report of Budget” will give you your account balance as did FGIBAVL in Banner. You will also be accessing the “Organization Detail Activity Report” to view details of your account. You will need to select your Organization (Org.) when you select this report, and can do this by clicking on the Drill, as we did with the State accounts. The third report we will be looking at, is the “Grant Inception to Date Report.” Since many grants are multi-year awards, this report will show your expenses from the start of the grant.

Eprint – Grants Report of Budget
You will need to go to the WFBGRNT Report. You can find it by clicking NEXT until you see it, or by selecting it from the pull down window. You will need to select “PDF” to get the most up to date information.

Eprint – Grants Report of Budget (cont.)
Once in the report, you can search for your Fund by clicking on the Binoculars. My Fund was , so here is my balances for this fund.

You will need to go to the FGRODTA Report, or the “Organization Detail Activity.” You will need to select the “Drill” and choose your Org. You can either select a particular month report, or a Fiscal Year to Date Report. Just pay attention to the dates in the list and make your selection. I mostly use the Fiscal Year to Date Reports, myself.

First, select the Magnifying Glass, then select “Pick Values Manually”, click on the Org. (I have selected the B11042 org. for Federal Grants) and then click “Get the Report.”

Try This! Eprint – Organization Detail Activity Report (cont.) Choose to view the PDF report. Once in the report, use the binoculars to search for your fund. (I’ve searched for ). Here is a sample page of this report.

Activity #5: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Eprint by selecting “e~Print” and log in. Use one of your accounts (you will need the Fund and Org.) and view your own account information. Try both the “Report of Budget” and the “Organization Detail Activity” Reports, as we did earlier. Since these are PDF files, you can either print or save your reports. You may see your charges in several places in the “Org Detail” report. As an encumbered charge is paid, the encumbrance is released and the payment is shown under Transaction Activity. Also, as a Requisition is made into a Purchase Order, the Requisition is liquidated and the Purchase Order is encumbered. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You will need e~Print later on. You can either leave it open or you can open it again later. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Eprint – Grant Inception to Date Report
You will need to go to the WFBGRINC Report, or the “Grant Inception to Date Report.” You will need to select the “Drill” and choose the most recent report. Select the PDF file and use the binoculars to find your account.

Eprint – Grant Inception to Date Report
Here is a sample of this report. Contracts and Grants are just developing this report, so you should be able to view your account information soon.

Part I: Checking Account Balances in Banner for Auxiliary accounts
Ok, here we are once again. Sorry for the repetition, but once again we are going to start with the FGIBAVL screen.

Banner - FGIBAVL In this form, you will be able to view your available balances in each budget pool (Salaries & Benefits, OPS, Expense, etc.). It will show your “Year to Date” activity, your “Commitments” (encumbrances) and your “Available Balance”. To view more detailed information, you will need to access other screens. This will be described later.

Activity #6: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Banner by selecting “Banner 7.0 Production” and log in. Use one of your accounts (you will need the Index) and view your own account information. When you are ready, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You may want to keep Banner open for later on, or you may need to open it again. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Checking Account Balances (cont.) in Eprint for Auxiliary Accounts
Back into Eprint! There is a Report of Budget for Auxiliaries, as well as, the Organization Detail Activity Report.

Checking Account Balances (cont.) Eprint Reports
Another way to check for available balance in your account is to access the Eprint Reports. Specifically, the “Report of Budget” will and should give you your account balance as did FGIBAVL in Banner. You will also be accessing the “Organization Detail Activity Report” to view details of your account. You will need to select your Organization (Org.) when you select this report, and can do this by clicking on the Drill.

Eprint – Report of Budget
You will need to go to the WFBMIX-AUX Report. You can find it by clicking NEXT until you see it, or by selecting it from the pull down window. You will need to select “PDF” to get the most up to date information.

Eprint – Report of Budget (cont.)
Once in the report, you can search for your Org. by clicking on the Binoculars. My Fund/Org. was SCIE02/B01101.

You will need to go to the FGRODTA Report, or the “Organization Detail Activity.” You will need to select the “Drill” and choose your report. You can either select a particular month report, or a Fiscal Year to Date Report. Just pay attention to the dates in the list and make your selection. I mostly use the Fiscal Year to Date Reports, myself.

Try This! Eprint – Organization Detail Activity Report (cont.) Here is a sample page of this report for an Auxiliary account.

Activity #7: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into Eprint by selecting “e~Print” and log in. Use one of your accounts (you will need the Org.) and view your own account information. Try both the “Report of Budget for Auxiliary Accounts” and the “Organization Detail Activity” Reports, as we did earlier. Since these are PDF files, you can either print or save your reports. You may see your charges in several places in the “Org Detail” report. As an encumbered charge is paid, the encumbrance is released and the payment is shown under Transaction Activity. Also, as a Requisition is made into a Purchase Order, the Requisition is liquidated and the Purchase Order is encumbered. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You will need e~Print later on. You can either leave it open or you can open it again later. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Part 2: Checking Encumbrances
We’ll spend most of our time in WebFinance, and a little more time in Banner & Eprint. Just to keep you on your toes, we’ll begin with WebFinance. Later, you can use the hyperlink to return to any part. Banner – You’ve checked your available balance here, but there is so much more you can use Banner for. We’ll look at others useful screens. (No way can we cover them all, but once you are really comfortable with these, you’ll be fine with any others.) Eprint – You’ve seen reports that give your account balance. You’ve also seen reports that give you more detail (such as the Organization Detail Activity and the Grant Inception to Date Reports). We’ll also look at a couple other useful reports. Web Finance – This is also commonly known as “Banner Owls”. You haven’t been here yet, so we’ll spend some time with this application.

WebFinance As I am sure that this is familiar to you, you will be logging in here. (Don’t forget that you need your Z# for this log-in!) In many ways, this system is much more user-friendly than Banner. But, you can decide that for yourself.

WebFinance (cont.) We will only focus on the “Financial Information Menu”. There are three options here that we will take a look at…… Budget Queries, Encumbrance Queries, and View Documents. You won’t need to worry about the others (at least for now…..) We’re all still growing with this system. 

WebFinance – Budget Queries
I normally select the second type of query, “Budget Status by Organizational Hierarchy,” in screen shot #. Check off the boxes as shown in screen shot #2. When you enter your Index, and press “Submit Query”, the Fund, Org, Program and Activity codes automatically populate. Press “Submit Query again to see your account. #1 #2 #3

WebFinance – Budget Queries (cont.)
By clicking first on the Organization (in this case B12000), then clicking on one of the “Account Types”, you will see more details about your account. After selecting “70”, I’ve also selected “71” on the following screen.

WebFinance – Budget Queries (cont.)
Try This! WebFinance – Budget Queries (cont.) As you can see from this screen, all of your expenses are broken down by account code. You will be able to see further details of your expenses, whether they have been paid (shown under “Year to Date”, encumbered (your Purchase Orders and TARs will be listed here until they are paid), or reserved (your requisition is shown as a reservation until the Purchase Order is completed). You can see these details by placing your mouse over any of the amounts. If there is information for you to see, the amount will be underlined, so you can click into it.

Activity #8: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into WebFinance by selecting “Banner OWLS – Web Finance” and log in. Go into “Budget Queries.” Use one of your accounts (you will need the Org.) and view your own account information. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You will need WebFinance later on. You can either leave it open or you can open it again later. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

WebFinance - Encumbrance Queries
Pssst…..Wait! Before we continue on to Encumbrance Queries, I must leave you with one more thought on the budget queries….. Although this is rare, if you see a discrepancy between the available balance in WebFinance and the available balance in Banner, try one thing before you get really worried. Once you enter your index in WebFinance and click “Submit,” remove the “Activity” and “Program” codes. Then press “Submit.” This will allow WebFinance to query the account as Banner does (with the Fund and Org. only). Keep in mind that this is rare, though. You shouldn’t have to worry about this for most of your accounts. Ok? Ok. Let’s continue on to the Encumbrance Queries!

WebFinance - Encumbrance Queries (cont.)
Selecting “Encumbrance Queries” gives a next screen similar to the “Budget Query. Still enter your Index, click “Submit Query” and see the Fund, Org, Program and Activity codes populate. Before continuing, enter the account type. (hint: Use only expense account types, otherwise your personnel encumbrances will cause your system to hang.) Then click “Submit Query.”

WebFinance - Encumbrance Queries (cont.)
Try This! WebFinance - Encumbrance Queries (cont.) Here you will see a summary of all your encumbrances. It gives you the Account Code, the Document number, any liquidations, the current commitment and the percentage used. This is especially helpful near year-end, so that you can see what is left in each of your P.O.s.

Activity #9: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into WebFinance by selecting “Banner OWLS – Web Finance” and log in. Go to “Encumbrance Queries.” Use one of your accounts (you will need the Org.) and view your own account information. Take a few notes by writing down some of your document numbers. You will need them for another activity. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. You will need WebFinance later on. You can either leave it open or you can open it again later. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

WebFinance – View Documents
Now that you have some documents from the “Encumbrance Query,” let’s go back to this screen, and select “View Document” as I’ve done here.

WebFinance – View Documents (cont.)
You can use one of the document codes that you got from your Encumbrance Query earlier. Just choose the type (any of those listed in the drop down box) and enter the “Document Number.” Press “View Document.”

I’m going to be using a Purchase Order for this sample. My information is entered. The next screen will show the document.

Please note: The entire document could not fit on this screen. The following is displayed in two parts. Bottom Part Top Part Try This!

Activity #10: TRY THIS! Click on the “Internet” link to open Internet Explorer. Go into WebFinance by selecting “Banner OWLS – Web Finance” and log in. Go to “View Document.” Use one of your accounts (you will need the Org.) and view your own account information. Use some of your document numbers that you found in the Encumbrance Query. Remember, you don’t need to use only a Purchase Order. Just select the correct “Type” from the drop down list, and then enter its corresponding document number. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Eprint – Other Reports Let’s look at a few more Eprint reports. With the Banner system being a three-part system, there are many more than one way to find your information. As you use each of these systems, you’ll develop your own preferences.

Eprint – Open Encumbrance Report
By selecting the “PDF” file, you will get the most recent report. Here, just as we saw in the “Encumbrance Query” in WebFinance, we can retrieve information on Requisitions, and POs.

Eprint – Payroll Encumbrances
Each of these reports helps to track personnel contracts. Your “Payroll Encumbrance Reports for Salaries & Benefits and OPS will show who is encumbered on each of your accounts. (You can select the Org. when you go to the next screen, as we did earlier.) If there are any inconsistencies between these reports and Banner, you should also check the “Report of Payroll Transactions” Report. In this report, you will need to search for a particular individual. Since these reports contain information of individuals, I am going to leave it to you to check these reports for your department. Go ahead and try it! Try This!

Activity #11: TRY THIS! Click on the “Internet” link to open Internet Explorer. Log into e~Print. Pull up the “Open Encumbrance Report” and search for one of your Requisitions or Purchase Orders that use used for the “View Document” in WebFinance. View the Payroll Encumbrance Reports. Select an Organization in your area. Choose someone in your area, and try to locate them in the “Report of Payroll Transactions.” Hint: Use the Binoculars. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Banner – Let’s Take another Look!
We discussed the FGIBAVL for all types of accounts earlier. But, there are other screens that can yield more information. We will look at some of those.

Banner – FGIBDSR (Account Summary)
FGIBDSR gives your account balance (as FGIBAVL did) with all expenses, but does not list expense under each budget pool. Instead, by clicking on “Account Type,” you can view the details of one budget pool. You can then click on “Item”, then “Duplicate” to view the details of that transaction.

Banner – FRIGITD (Grant Inception to Date)
This screen is the “Banner Version” of the “Grant Inception to Date Report” in Eprint. While this looks like a lot to go through, you can use some of its features to make this screen more user friendly. You should enter the Grant, Fund and Org., or just enter the Index.

Banner – FRIGITD (cont.)
Try This! Banner – FRIGITD (cont.) By changing the “Date From” and/or the “Date To” field, you can view a particular fiscal year for your grant, or leave them as they appear for the “Life to Date” figures. By clicking on the “Account Type”, as we did in the FGIBDSR screen, we can get a balance for a particular budget pool. You can also enter a specific “Account Code” if there is one in particular that you need details of.

Banner – FGITBSR (Trial Balance Summary)
Try This! Banner – FGITBSR (Trial Balance Summary) This screen is great to view your “Cash”, especially in your Auxiliary and Overhead accounts. Just enter the “Fund” and “Fiscal Year.”

Activity #12: TRY THIS! Click on the “Internet” link to open Internet Explorer. Log into Banner. Use FGIBDSR to view some pf your accounts. Change the “Account Type” to see various budget pools of different types of accounts. Use FRIGITD to view a multi-year grant account. Change the dates to view the “Fiscal Year to Date” as well as the “Inception to Date” expenses. Change the “Account Type” to view different budget pools. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Banner – FOIDOCH (Document History)
Let’s take a look at documents and vendors. With this screen, you can track an expense through all of its stages. By entering the Requisition #, the Purchase Order #, the Invoice # or the Check #, all of its related documents will be listed. If you wish to view the details of any of them, select “Item” and then “Duplicate”. The details of that document will be displayed.

Banner – FAIVNDH (Vendor Detail History)
Try This! With this screen, you can pull query a particular vendor. This screen will give you all payments that the particular vendor has received in the selected fiscal year. (You can verify when and how much the vendor received.) By selecting “Options”, you can “View Invoice Information” to see details of that invoice.

Activity #13: TRY THIS! Click on the “Internet” link to open Internet Explorer. Log into Banner. Use FOIDOCH to view some of your documents that you viewed in WebFinance. See if you can view some of the related documents to the one your entered. Use FAIVNDH to search for some payments that one your vendors may have received. Then view the “Invoice Information.” When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Banner – Employees & Contracts
In this section, screens relating to employees’ information and their contracts will be discussed. Only samples of the initial screens will be shown, without any actual employee information. You can experiment with these screen is the “Try This!” exercises after our discussion. Keep in mind that employee information should always be kept confidential.

Banner – FOIIDEN (Person Search)
To find the Z# of an employee who has had previous contracts with FAU, enter the last name and run the query. Their Z# and birth date will populate in the appropriate fields.

Banner – NBAJOBS (Employee Contracts)
You will need to begin by entering either the Z# or the last name followed by the “Enter” key. Select the arrow on the drop down box of the Position # and double click it to populate the “Position” field. Press “Next Block” to fill in the information in the tabs. I’ve highlighted the tabs you will need to pay particular attention to. Try This!

Activity #14: TRY THIS! Click on the “Internet” link to open Internet Explorer. Log into Banner. Use FOIIDEN to find the Z#’s of some employees in your department. Then use NBAJOBS to some of their contract information. Click on the tabs to see the various information given in this screen. You may want to compare the information on this screen with your E~Print reports for “Salaries & Benefits” and “OPS”. When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Banner – FOAIDEN (Person Identification)
This screen gives you much useful information about your employees. I know the tabs are difficult to read above, but they are: Current Information, Alternate Id., Address, Telephone, Biological, and Emergency Contacts. Just enter the person’s last name and press “Enter” or enter the Z#, then go to “Next Block.” Click on the tabs to get updated employee information.

Banner – PEAEMPL (Employee Info.)
Try This! Banner – PEAEMPL (Employee Info.) This screen will give you information about the employee’s “Home Org” and “Check Distribution Org.” You will want to check these to make sure that your employee is listed in your area. If this is not correct, you may not be able to view their contracts in NBAJOBS.

Activity #15: TRY THIS! Click on the “Internet” link to open Internet Explorer. Log into Banner. Use FOAIDEN to find emergency contact information for yourself, and verify that it is accurate. Then use PEAEMPL to check the “Home Org.” and the “Check Distribution Org.” You may want to check these when a new employee comes to work in your department. (Especially if they have changed from a previous department.) When you are ready to return, click on the Power Point in the bar at the bottom of the screen to return to this presentation. Good Luck! Click on the link below to go to Internet Explorer and the Banner Home Page. Internet

Discussion…….. OK, that was a lot of material that we have covered. Please feel free to come back and review any or all of the sections. There are hyperlinks and buttons throughout that will allow you to jump to any part of this presentation. With all of these systems together, we can maintain accurate balances in our accounts. And, when we can’t, we can use these resources to find the problem and get them fixed. That will usually entail working with other university employees.

Discussion…….. In this final section, there is an assessment, which is broken into 3 parts: Banner, WebFinance and E~Print. Take some time and test yourself. (Don’t worry, no one is watching and you can check your answers by clicking on the answer’s link for each segment.) The last time I’ll see you, is when you are checking your answers. It has been a pleasure to be your guide. Good Luck!

Pick an Assessment by clicking on one of the buttons.
Assessments Ok, so I lied. Pick an Assessment by clicking on one of the buttons. Banner WebFinance E~Print

Banner Assessment Answers
Directions: Use the word bank listed below to complete the blanks. Each of the statements below describe a screen used in Banner. Note that not all of the screen names will be used. PEAEMPL NBAJOBS FGIBAVL FOIDOCH FRIGITD FOIIDEN FAIVNDH FGIBDSR __________ Gives account balances, & includes budget pools. Can be used for any type of account. __________ Searches through document history. __________ Finds the Z# of an employee. __________ Grant Life to Date balance information. __________ Gives contract information for individuals. Answers

Answers to Banner Assessment
Your answers should be: FGIBAVL FOIDOCH FOIIDEN FRIGITD NBAJOBS How did you do?

WebFinance Assessment
Directions: Multiple choice. Please indicate the correct answer. 1. Which type of query would you need to run to find out which purchase orders were paid, or what the balance of the purchase order is? a. Encumbrance Query b. Budget Query c. View Document Query 2. Which type of query would you need to run to find out what your account balance in each of the budget pools of any account? Encumbrance Query b. Budget Query w/Organ. Hierarchy c. Budget Quick Query. Which type of query would you need to run if you had the document number (PO #, Requisition #, Invoice #, etc.? Encumbrance Query b. View Document Query c. Purchase Order Query Which field does NOT populate when you enter the Index # and then click “Submit”? Fund b. Org c. Account Code d. Program Code e. Activity Code Which budget pool would you need to click into to find out how much is encumbered in the “Federal Grant Office Supply” budget pool? a. Salary b. OPS c. Expense. Answers

Answers to WebFinance Assessment
Your answers should be: a b c How did you do?

E~Print Assessment Answers
Directions: Use the word bank listed below to complete the blanks. Each of the statements below describe a report used in E~Print. Note that not all of the reports will be used. Grant Inception to Date Report Organization Detail Activity Report Salary & Benefits Encumbrance Report Report of Budget for Auxiliaries Banner Crosswalk Report OPS Encumbrance Report Which E~Print report would you use to…………….. Obtain information on any type of account, including invoices, requisitions, Pos, etc? _____________________________________ Obtain information on multi-year grants? ____________________________ Find which faculty, and staff are encumbered? ________________________ Find which students and adjuncts are encumbered? _____________________ Get current balance information for auxiliary accounts?__________________ Answers

Answers to E~Print Assessment
Your answers should be: Organization Detail Activity Report Grant Inception to Date Report Salary & Benefits Encumbrance Report OPS Encumbrance Report Report of Budget for Auxiliaries How did you do?

Closing Remarks Please remember that this is not all that you will need to know about Banner. There are many other screens and reports that we did not discuss in this presentation. There is much information about Banner out there. If you look further at the Banner screen, ( there are other presentations and opportunities for other training sessions. Take a look at them. The more comfortable you are with Banner, the better. We’ve been using this system for only a couple years and new reports are being developed as there is a need for them. (So everyone is learning these new additions.) The best way to learn this system is through much practice.

Hope to see you again soon.
I hope that you can see how these systems work together to produce the information that you will need to have on a daily basis. There is a lot of information available to you. Have a great day!

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