1. BANNER
ATTRIBUTES

2. Using Banner Attributes
Uses of Attributes
As Extension of the Chart of Accounts
To Add Reporting Flexibility
To Enhance Accounting Controls

3. Using Banner Attributes
Extension of the Chart of Accounts
Allows for groupings of similar information without having to build structure into account, fund or org codes
Provides a controlled method to classifying large groups of data
Enables dynamic reporting

4. Using Banner Attributes
Adds Reporting Flexibility
Changes more easily applied
Easier to maintain consistency
At Lehigh codes used for:
990 Reporting
NSF Survey
NCAA Annual Audit
Internal Financial Reports

5. Using Banner Attributes
To Enhance Accounting Controls
Authorization Verification
Reoccurring Entry Calculations
Report Distribution Control

6. Creating Banner Attributes
Will Attributes Work?
What are you trying to group/control?
Who is going to maintain it?
Is there another way?

7. Creating Banner Attributes
Lay It All Out – Be Specific
Department
Research
Auxiliary
Revenues
Expenses
Roll up by Entity
Roll up by Accounts

9. Creating Banner Attributes
Forms Used to Create Attribute
FTMCOAS – Define Set usage within COA
FTMATTT – Maintain TYPE codes
FTMATTS – Maintain SET codes
FTMATTV – Maintain valid VALUES
Must be set up in the order as shown

10. Only if using SETs

11. Creating Banner Attributes
ATTRIBUTE TYPE CODES
All TYPE codes are maintained on one table
Each TYPE code can be associated with multiple FOAPAL elements
Sample of TYPE codes used at Lehigh:
990IILIN – linked to accounts for 990 line items
990IICOL – linked to funds/orgs for 990 columns
NCAALIN – linked to accounts for NCAA reporting
AUTH* – linked to funds/orgs for authorized signers
FDST* – linked to funds/orgs for report distribution

12. Banner Form: FTMATTT

13. Creating Banner Attributes
ATTRIBUTE SET CODES
All SET codes maintained on one table
Used to further combine TYPEs for reporting purposes
Not required to use Attributes
Once initialized [FTMCOAS] is permanent
SET usage is initialized at Lehigh

14. Banner Form FTMATTS
To create a new set:
Enter Chart of Accounts
Fill in code and description
Select FOAPAL element
Click on menu option “Select Attribute Types to Associate with Set

15. When complete select save
Check TYPES to include

18. SETTING VALUES for TYPE’s
Creating Banner Attributes
SETTING VALUES for TYPE’s
Specific values defined for each attribute TYPE
All VALUES, by TYPE, are on one table
Refine FOAPAL element(s) that can use it (e.g., FUND only, ORGN only, BOTH - based on TYPE FOAPAL definition)

22. Assigning the Attributes on Banner
Applying the Attributes
Assigning the Attributes on Banner
ASSIGNED via form FTMFATA
VIEWED via form FTIFATA

25. To Assign Associations use form FTMFATA

34. To View Associations use form FTIFATA
Select a FOAPAL and Criteria
To View Associations use form FTIFATA

35. You can query on any field (can use wild card %)

37. Same Form but Query for Account Associations

42. Putting the Attributes to work
Working with the Attributes
Putting the Attributes to work
Oracle Tables for use via Access:
FIMSMGR_FTRORGA – ORGN usage
FIMSMGR_FTRFNDA – FUND usage
FIMSMGR_FTRATTS – Sets w/Type
FIMSMGR_FTRATTV – Type w/Values
FIMSMGR_FTVATTS – Valid Sets only
FIMSMGR_FTVATTT – Valid Types only

43. Putting the Attributes to work
Working with the Attributes
Putting the Attributes to work
Join Attribute Tables to Data tables via Microsoft Access
Key field(s) for join dependent on defined FOAPAL relationship of attribute and data being queried
Once joined, all attributes TYPE, SET, VALUES and descriptions are available for selecting, summarizing, printing, etc.

44. Working with the Attributes

45. Thanks for your attention!
BANNER
ATTRIBUTES
Thanks for your attention!
Questions ???????