1. Accessing BANNER

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

4. Setup A Grant

5. 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.

6. Complete OSP Green Sheet

8. Complete New Fund Checklist

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

10. FTMAGCY

12. Select drop-down to see if agency exists

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

14. 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

18. 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

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

20. FRAGRNT

26. Enter CFDA and Sponsor ID

27. Cost Code Tab

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

29. Adding Personnel in FRAGRNT

30. Enter Grant Code; Click “Next Block”

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

32. Select Appropriate Code

33. Type FOAIDEN; Enter

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

36. FTMFUND

37. Billing Distribution Setup

40. 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

41. Enter Valid Account Codes Always 1A

43. Options; Select “FRMFUND”

44. 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

45. FRABUDG

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

48. Enter Brief Description

55. NOTE: Input this number on New Fund Checklist

60. Billing Tab in FRAGRNT

61. 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

62. Click Options; Select Billing Frequency Information

63. Setting Up Grant Billing Events (Cost Reimbursable)

64. Click Options; Select Billing Frequency Information

65. Click Next Block

66. Next Block Event Code=“Bill”

67. Check “Bill” if needed Clear Screen

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

69. Choose Format from List

70. Enter Name of OSP Grant Analyst; Click Next Block

71. Auto-Populates Click “Next Block”; Save.

72. Enter “FRAGRNT”

73. Enter Grant Number

74. Click Billing

75. Click “Options.” Choose “FRAEVGA.”

76. Click “Page Down.”

77. 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”

78. Click “Next Block”

79. Save

80. Setting Up Billing Events (Fixed Price)

81. Enter Fund Number and Amount. Save. Exit.

82. Generating Bills

83. Enter Type of Bill (example: FRAGENB)

84. Next Block; Review Data and Billing Amount

85. To Add Text, Click Options: Text Information

86. Next Block; Review Text

87. FRRBILL

88. Next Block Type in DATABASE Then, CTRL + PGDN

89. 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

90. Creating Bills

91. FRRBILL

92. Next Block Change Parameter 14 to “U”

93. 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

94. Bill Type

95. Run Report

96. Enter S; Blank, Billing Date Submit Query

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

98. Check Details; Save; Print; Mail

99. Next Block 3X and Save

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

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

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

104. Setting Up Security in Banner for Grants

105. FOMAQRC Approval Que Routing Codes

106. FTMAPPQ Approval Que Maintenance

107. FOMPROF User Profile Maintenance Click on the arrow.

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

109. Control + Page Down

110. Click on Options. Select Maintain Fund Security Info.

111. Control + Page Down

112. 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.

113. 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.)

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

115. Accessing FGITBAL

136. FOIDOCH Banner

148. FRIGITD