Download - Accessing BANNER
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Accessing BANNER
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From “Benefits” Tab, Click on “Internet Native Banner”
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Setup A Grant
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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.
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Complete OSP Green Sheet
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Complete New Fund Checklist
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See Appropriate Slides of
Instructions for Information to fill out this section
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FTMAGCY
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Select drop-down to see if agency exists
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Query agency in “Last Name” field using “%NameOfAgency%”; Execute Query
If agency does not exist, it needs to be
added
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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
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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
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Enter Default Address Type and Sequence Number; This address will default into individual grant records.
Save and Exit
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FRAGRNT
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Enter CFDA and Sponsor ID
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Cost Code Tab
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Complete Indirects section only if indirects are included in grant. Do NOT complete Cost
Share section
Save and Exit
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Adding Personnel in FRAGRNT
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Enter Grant Code; Click
“Next Block”
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Click “Personnel;” Check Title, Phone, Email
Click “Report/Billing Format”
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Select Appropriate Code
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Type FOAIDEN; Enter
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1. Enter ID# or “Generate ID”
2. Next Block
3. Complete Section
4. Click Save. Exit
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FTMFUND
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Billing Distribution Setup
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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
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Enter Valid Account Codes
Always 1A
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Options; Select “FRMFUND”
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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
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FRABUDG
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NOTE: FRABUDG can also be accessed from Options menu
within FRAGRNT
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Enter Brief Description
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NOTE: Input this number on New Fund Checklist
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Billing Tab in FRAGRNT
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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
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Click Options; Select Billing Frequency
Information
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Setting Up Grant Billing Events
(Cost Reimbursable)
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Click Options; Select Billing Frequency
Information
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Click Next Block
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Next Block
Event Code=“Bill”
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Check “Bill” if needed
Clear Screen
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Last day of month invoicing
Select from drop-down
“Cost Reimbursement” or “Fixed
Same as “Date From”
Select Format
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Choose Format from List
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Enter Name of OSP Grant Analyst; Click
Next Block
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Auto-Populates
Click “Next Block”; Save.
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Enter “FRAGRNT”
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Enter Grant Number
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Click Billing
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Click “Options.” Choose
“FRAEVGA.”
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Click “Page Down.”
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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”
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Click “Next Block”
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Save
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Setting Up Billing Events(Fixed Price)
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Enter Fund Number and Amount.
Save. Exit.
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Generating Bills
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Enter Type of Bill (example: FRAGENB)
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Next Block; Review Data and Billing
Amount
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To Add Text, Click Options: Text Information
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Next Block; Review Text
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FRRBILL
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Next Block
Type in DATABASEThen, CTRL + PGDN
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FRRBILL -----Audit Mode first!!----- Printer: always DATABASECTRL + PGDN
01: always G06: always S09: Grant Code10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA.11: last day of the Billing Month12: always P13: usually R14: A=Audit U=Update15: always S (Unless Sponsor requests details.)16: Today17: last day of the month that has yet to close18: always N19: always NCTRL+PGDN
SUBMITSAVEOPTIONSREVIEW OUTPUTClick on the ARROW DOWN button for the FILE NAME
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Creating Bills
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FRRBILL
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Next Block
Change Parameter 14
to “U”
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FRRBILL -----Audit Mode first!!----- Printer: always DATABASECTRL + PGDN
01: always G06: always S09: Grant Code10: GENB, FIXP, 272B for Federal. Lookup in FRAEVGA.11: last day of the Billing Month12: always P13: usually R14: A=Audit U=Update15: always S (Unless Sponsor requests details.)16: Today17: last day of the month that has yet to close18: always N19: always NCTRL+PGDN
SUBMITSAVEOPTIONSREVIEW OUTPUTClick on the ARROW DOWN button for the FILE NAME
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Bill Type
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Run Report
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Enter S; Blank, Billing Date
Submit Query
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Scroll Down
If correct, click file/save; Save in T:/Invoices/Mo-Year
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Check Details; Save; Print; Mail
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Next Block 3X and Save
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Next Block 3X and Save
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In “FGITBAL,” Click Next Block
Enter Fund Number
Click Options: Query
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Confirm Posting
Write Document # on the file copy of the
Invoice!!
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Confirm Posting is removed from Unbilled Amounts: In FRABDCN, Enter
Grant, Click Next Block
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Setting Up Security in Banner for Grants
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FOMAQRCApproval Que Routing Codes
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FTMAPPQApproval Que Maintenance
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FOMPROFUser Profile Maintenance
Click on the arrow.
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Press F7.Tab to User Name.Type: %some of the PI’s name%.Press F8.Double Click on the PI’s name.
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Control + Page Down
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Click on Options.Select Maintain Fund Security Info.
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Control + Page Down
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Scroll to the bottom of the list.Press the arrow down key once.
PI – BothDept. Head – QueryDept. Secretary - Both
Fund #
Always Z
F10 to Save.
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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.)
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Repeat the process for the Dept. Head, Dept. Secretary, and any Others as requested by the PI.
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Accessing FGITBAL
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FOIDOCH Banner
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FRIGITD
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