Banner 9 Finance Navigation

Transcription

1 Banner 9 Finance Navigation Contents A Start-up List of Finance Forms... 1 BANNER 9: Starting with the Welcome Screen... 2 Banner 8 and 9: Keyboard Shortcut Comparison ( denotes unchanged)... 3 Ellucian: Banner 8 versus 9 Keyboard Shortcuts... 4 FGIOENC... 6 FGIENCD... 7 FGIENCB... 8 FGIENCB Query with F7 & F FPIPURR: Sections and Options Banner 9: Setting up My Banner Form Names (left to right) What Do They Mean? A Start-up List of Finance Forms Encumbrance Inquiry Forms FGIOENC Organizational Encumbrance List (Open) FGIENCB Encumbrance List FGIENCD Detail Encumbrance Activity Form 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 FGIBDSR Executive Summary Form FGIBDST Organizational Budget Status Form FGIBAVL Budget Availability Status Form FGIBSUM Organizational Budget 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 Finance Navigation.docx 1 of 13

2 BANNER 9: Starting with the Welcome Screen The Welcome (and Search Forms) is the opening screen: Banner 9 Finance Navigation.docx 2 of 13

3 Banner 8 and 9: Keyboard Shortcut Comparison ( denotes unchanged) Function Group Banner 8 Banner 9, if different 1 Basic Functions Show Keys CTRL + F1 na not applicable Save Changes F10 Print Shift + F8 CTRL-P Clear Form and Rollback Shift + F7 F5 Exit Form CTRL + Q 2 Block Functions Next Block CTRL + Page Down ALT + Page Down Previous Block CTRL + Page Up ALT + Page Up Clear Block Shift + F5 3 Record Functions Next Record Down Arrow Previous Record Up Arrow Clear Record Shift + F4 Insert Record F6 Duplicate Record F4 Remove Record Shift + F6 4 Item/Field Functions Next Field Tab Previous Field Shift + Tab List of Values/Flashlight F9 Next Primary Key.? Shift + F3 ALT + S Clear Field CTRL + U na Duplicate Field F3 Next Radio Button Item Right Arrow na Prev Radio Button Item Left Arrow na Ck/Unck Check Box Field Space Bar na 5 Query Functions Enter Query F7 Execute Query F8 Exit Query with Value Shift + F3 na Count Query Hits Shift + F Banner 9 Finance Navigation.docx 3 of 13

4 Ellucian: Banner 8 versus 9 Keyboard Shortcuts The following table lists the keyboard shortcuts that you can use to navigate through Banner versions 8 and 9. Actions with new or updated keyboard combinations in Banner 9 are indicated by bold highlighted entries. ACTION BANNER 8 BANNER 9 Application Navigator Access Help Access Menu Display recently opened items Search Sign out Banner Document Management (BDM) Banner 9 keyboard shortcuts will work in Banner 8 if you are running Banner 8 with Application Navigator and have applied the keyboard shortcut configuration settings. CTRL+M CTRL+Y CTRL+SHIFT+L CTRL+SHIFT+Y CTRL+SHIFT+F Add BDM Documents Icon or Menu ALT+A Retrieve BDM Documents Icon or Menu ALT+R Cancel Page, Close Current Page, or Cancel Search/Query (in Query mode) CTRL+Q CTRL+Q Change MEP Context Not applicable ALT+SHIFT+C Choose/Submit ENTER ENTER Clear All in Section SHIFT+F5 SHIFT+F5 Clear One Record SHIFT+F4 SHIFT+F4 Clear Page or Start Over SHIFT+F7 F5 Count Query SHIFT+F2 SHIFT+F2 Delete Record SHIFT+F6 SHIFT+F6 Down/Next Record Down Arrow Down Arrow Duplicate Item F3 F3 Duplicate Selected Record F4 F4 Edit CTRL+E CTRL+E Execute Filter Query F8 F8 Exit CTRL+Q CTRL+Q Expand/Collapse Drop-down Field Click field ALT+Down Arrow Export Extract Data with Key or Extract Data no Key SHIFT+F1 First Page Not applicable CTRL+Home Banner 9 Finance Navigation.docx 4 of 13

5 Continued: Ellucian Banner 8 versus 9: Keyboard Shortcuts ACTION BANNER 8 BANNER 9 Insert/Create Record F6 F6 Last Page Not applicable CTRL+End List of Values F9 F9 More Information ALT+H CTRL+SHIFT+U Next Field or Item Tab Tab Next Page Down Page Down Page Down Next Section CTRL+Page Down ALT+Page Down Open Menu Directly F5 CTRL+M Open Related Menu Not applicable ALT+SHIFT+R Open Tools Menu Not applicable ALT+SHIFT+T Page Tab 1 Page Tab 2 and so on Not applicable CTRL+SHIFT+1 CTRL+SHIFT+2 and so on Previous Field or Item SHIFT Tab SHIFT Tab Previous Page Up Page Up Page Up Previous Section CTRL+Page Up ALT+Page Up Print SHIFT+F8 CTRL+P Refresh or Rollback SHIFT+F7 F5 Save F10 F10 Search or Open Filter Query F7 F7 Select on a Called Page CHIFT+F3 ALT+S Toggle Multi/Single Records View Not applicable CTRL+G Up/Previous record Up Arrow Up Arrow Workflow Release Workflow Icon or Menu ALT+Q Submit Workflow Icon or Menu ALT+W Banner 9 Finance Navigation.docx 5 of 13

6 FGIOENC Make Entries and GO Query Entries Start Over Related Forms Adjustable Pages of Records Banner 9 Finance Navigation.docx 6 of 13

7 FGIENCD Banner 9 Finance Navigation.docx 7 of 13

8 FGIENCB Banner 9 Finance Navigation.docx 8 of 13

9 FGIENCB Query with F7 & F Banner 9 Finance Navigation.docx 9 of 13

10 FPIPURR: Sections and Options Banner 9 Finance Navigation.docx 10 of 13

11 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. Arrowup 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 Banner 9 Finance Navigation.docx 11 of 13

12 Form Names (left to right) What Do They Mean? Position 1: Position 2: Position 3: Position 4-7: Identifies the System which owns the Form, Report, Job, or Table Identifies the Application Module which owns the Form, Report, Job, or Table Identifies the Type of Form, Report, Job, or Table 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 F Finance Q Electronic Work Queue Y that co-exist with Banner 7 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 P Packaging & Disbursements S Security R Requirements Tracking T Validation Table/Form All Products S Student Sys Shared Data U Utility W Reserved for Client applications T Validation Form/Table T Tax Administration Y that co-exist with Banner 7 U Utility Z Banner 9 Finance Navigation.docx 12 of 13

13 Position 3: Identifies the Type of Form, Report, Job, or Table General (G) Student (S) Finance (F) A Application Form A Application Form A Application Form B Base Table B Base Table B Base 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 A Application I Inqury Form A Application DETL Course Detail Information IDEN Employee Search 2AME Adj Tuition Credit Manual Entry Banner 9 Finance Navigation.docx 13 of 13