Internet Native Banner INB Training

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Internet Native Banner (INB) Training
Internet Native Banner (INB) Training

• Presented by
• Chad Mullis
• Carol Rozell
• Alan Thomas

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Class Topics

• Navigation
• Budget Status
• Operating Ledger (Budget/Actual)
• General Ledger (Cash Balances)
• Grant Ledger
• Document History/Retrieval
• Encumbrance/PO Balances
• Vendor/Check History
• Downloading Data to Excel
• Submitting Reports Online through INB

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www.mtsu.edu/banner
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Banner Logon
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INB Finance Menu
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Finance Menu
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Banner Navigation

• Mouse vs. keystroke
• Multiple part forms
• Banner Navigation Reference

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Budget Status

• Operating Ledger
• FGIBDSR Executive Summary
• High Level Organizational View of Budget Status
• Dynamic, Real-time Balances
• Shows Budget versus YTD Actual versus
  Encumbrances with an Available Balances for
  Revenues and Expenses

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FGIBDSR
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Budget Status

• Operating Ledger
• FGIBDST Organization Budget Status
• Dynamic, Real-time Balances
• Specific Fund Detail, Uses Index Code
• Shows Budget/Actual/Encumbrances/Available
  Balances for Revenues and Expenses
• Refine search by using queries
• Drill-down capabilities to document level
• Download to excel capabilities

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FGIBDST
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Budget Status

• General Ledger
• FGITBSR Trial Balance Summary
• Search by Fund Code or high level Fund Type.
• Shows current cash balance
• Most useful for Foundation or Agency Funds
• Capability to drill down by Account Code through
  the Options Menu

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FGITBSR
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Budget Status

• General Ledger
• FGITBAL General Ledger Trial Balance
• Search by specific fund code only
• Shows current cash balance
• Shows fund is in balance
• Most useful for Foundation and Agency Funds
• Capability to drill down by Account Code through
  the Options Menu

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FGITBAL
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Banner Forms

• Grant Ledger
• FRIGITD Grant Inception to Date
• Uses Grant Code
• Shows revenues/expenses from beginning of project
• Can restrict to specific periods
• Can drill down by Account code

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FRIGITD
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Document History/Retrieval

• Document Query
• FOIDOCH Document History
• Follows document from requisition to check
• Allows searches on Requisition, PO, Invoice, or
  Check Number
• Drill down capabilities by document from Options
  Menu

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FOIDOCH
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Document History/Retrieval

• Document Query
• FGIDOCR Document Retrieval Inquiry
• Detail transactions associated with a document
• Allows search capabilities on FOAPAL or amount
• For PCARD transactions, can see the last 4 digits
  of the credit card which made the purchase

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FGIDOCR
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Document History/Retrieval

• Document Query
• FGIENCD Detail Encumbrance Activity
• Shows outstanding balance on Encumbrance/PO
• Shows FOAPAL being charged on Encumbrance/PO
• Shows invoices paid against Encumbrance/PO
• Shows change orders against an Encumbrance/PO

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FGIENCD
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Vendor/Check History

• FAIVNDH Vendor History
• Allows vendor lookup of Banner M number
• Displays vendor history by fiscal year
• Provides capability to view detail check history
• Can see if an invoice has been paid and obtain
  the check number

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FAIVNDH
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Extracting Data to Excel

• Banner provides the capability to download
  certain data to excel
• This is helpful when desiring a special sort or
  to provide special reports for budget heads.
• Most common forms to extract from are FGIBDST and
  FGITBAL.

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Extracting Data to Excel

• Select Options/Query Transaction by Source to
  view the details.

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Extracting Data to Excel

• Select Help/Extract Data No Key

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Extracting Data to Excel

• Select Open With Microsoft Excel and Click OK

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Extracting Data to Excel

• Data is displayed in an excel workbook.
• Reformat all cells and add titles as needed.
• Data can now be sorted/saved/printed, etc.

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Extracting Data to Excel
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Submitting Reports Online

• Some reports currently on eprint can be run
  throughout the month by using INB Job Submission.

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Submitting Reports Online

• Some common jobs to be submitted
  include FZRBDSC FZRGITD FZRODTA FZROPNE FZRF
  AAC FZRGLTA

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Submitting Reports Online

• Type FZROPNE in the Go To Window on any form.
  Once Enter is pressed, the form below is
  displayed for Process Submission Controls.

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Submitting Reports Online

• Once the required parameters are entered, NEXT
  BLOCK to the Submission Window and SAVE (F10)

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Submitting Reports Online

• Report is retrieved but is difficult to read if a
  large report.

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Submitting Reports Online

• Select OPTIONS/SHOW DOCUMENT (SAVE AND PRINT
  FILE) to view in another browser window

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EPrint

• Monthly Financial Status Only
• Directories for Finance, HR, and Student Reports
• Report Formats are .pdf
• EPrint Quick Guide on Website
• Demo

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Important Links

• http//www.mtsu.edu/banner
• http//www.mtsu.edu/boffice/banner.htm
• http//www.mtsu.edu/boffice/bannerfaq.htm

The End
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Questions