session number 2 multiple year encumbering 8.0 sungard higher education
DESCRIPTION
Multiple Year Encumbering 8.0 Allows multiple year encumbering for Grant-related jobs Requires Banner Finance/Grant and HR/PosnCtl products Uses Encumbrance Recast method –Restricted to ‘System Calculated’ jobs Use for Bond Measure project tracking Banner HR 8.0 release April 2008 IntroductionTRANSCRIPT
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Session Number 2 Multiple Year Encumbering 8.0 SunGard Higher Education
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Multiple Year Encumbering 8.0
• Julie Monfette – Pnpl. Human Resources ConsultantCalifornia Community College Specialist
• Jon Langlois - Senior Finance ConsultantCalifornia Community College Specialist
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Multiple Year Encumbering 8.0
• Allows multiple year encumbering for Grant-related jobs
• Requires Banner Finance/Grant and HR/PosnCtl products
• Uses Encumbrance Recast method – Restricted to ‘System Calculated’ jobs
• Use for Bond Measure project tracking
• Banner HR 8.0 release April 2008
Introduction
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Multiple Year Encumbering 8.0
Agenda
Provide a high level overview of :
• Banner set up in Banner Finance/Grant and HR/PosnCtl
• NBAJOBS use of Banner Finance information• Encumbrance calculations • Current versus future encumbrances
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Multiple Year Encumbering 8.0
Agendacontinued
• Option to feed to Banner Finance
• Viewing encumbrances in Banner Finance
• Closing and rolling of Banner HR encumbrance within Banner Finance for fiscal year end
• Query information
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Multiple Year Encumbering 8.0Benefits
• Use Banner Finance Grant information in Banner HR
• Match grant budgets to expected expenditures
• Project future salary and fringe budgets
• Provide accurate year end reports for grants
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Multiple Year Encumbering 8.0
Banner set-up
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Finance
Position ControlHuman Resources
FTMFSYRCreate fiscal years for future grant
periods
NBAFISCCreate fiscal years for future
grant periods
PTRCALNCreate payroll calendars for
future grant periods
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FTMFTYPSet ‘Encumber Multi Year Labor’ indicator
for Fund Type
FRMFUNDValue will default from FTMFTYP
User may override(Fund is tied to Grant)
FTMFSYRCreate fiscal years for future grant periods
FRAGRNT (FRBGRNT)
Create Grant record
FTMFUND (FTVFUND)
Associate Grant to Fund
Banner Finance Flow
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Multiple Year Encumbering 8.0Identify Fund Types for multi-year encumbering
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Multiple Year Encumbering 8.0Create Grants on FRAGRNT
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Multiple Year Encumbering 8.0Create Funds and tie to Grants on FTMFUND
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Multiple Year Encumbering 8.0FTVFUND additions
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Multiple Year Encumbering 8.0New form FRIFUND
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Multiple Year Encumbering 8.0More of new form FRIFUND
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Multiple Year Encumbering 8.0
NBAJOBS use of Banner Finance information
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NBAJOBS Information Flow
FTVFUNDGet Fund code
FRMFUNDGet Budget Period Start /End dates for Fund codefrom appropriateeffective date<=system Dateupon creation
If FRMFUND dates are
FRAGRNTProject Begin / End Dates(not effective dated)
NBAJOBSEnter LD FOAPALS
associated with grantsDisplay Grant related
data
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Multiple Year Encumbering 8.0Review NBAJOBS
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Multiple Year Encumbering 8.0Grant related information
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Multiple Year Encumbering 8.0Access Finance grant information
NBAJOBS
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Multiple Year Encumbering 8.0
Encumbrance Calculations
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Multiple Year Encumbering 8.0
Checks Banner Finance
FRMFUND
FRAGRNT
FTMFUND
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Multiple Year Encumbering 8.0
Encumbrance begin dates used• The encumbrance calculation begin date for
multi-year grants will be based on the greater of the following dates:– The first day of the fiscal year– Job Begin Date – Job Contract Begin Date, or– The Recast Date
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Multiple Year Encumbering 8.0
Encumbrance end dates usedCurrently, the encumbrance calculation end date are based on the earliest of
the following dates:
Currently
– Job End Date– Job Contract End Date – Fiscal Year end date if the FRMFUND Budget Period End Date and
Project End Date are NULL and the Job End Date, Contract End Date or Fund Termination Date do not exist or are beyond the end of the Active Fiscal Year
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Multiple Year Encumbering 8.0
Encumbrance end dates usedThe encumbrance calculation end date for multi-year grants will be based on
the earliest of the following dates:
New to Banner 8.x
– The Grant Budget Period End Date– The Fund Termination Date– The Grant Project End Date if Budget Dates are null – The Encumbrance Override End Date
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Multiple Year Encumbering 8.0NBPENCM Report
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Multiple Year Encumbering 8.0
Current versus future encumbrances
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Multiple Year Encumbering 8.0
Encumbrance Item NumbersCurrent 7.X functionality
0 = ‘Current’ Salary
1 = ‘Current’ Fringe
2 = ‘Current’ Fringe Residual
New 8.0 functionality adds
3 = ‘Future’ Salary
4 = ‘Future’ Fringe
5 = ‘Future’ Fringe Residual
Note: Item numbers are assigned by NHPFIN1 process and seen on the FGIENCD form in finance
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Multiple Year Encumbering 8.0Labor Distribution History
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Multiple Year Encumbering 8.0Transaction Detail
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Multiple Year Encumbering 8.0
Option to feed to Banner Finance
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Multiple Year Encumbering 8.0Set indicator on NTRINST
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Multiple Year Encumbering 8.0Future projections are still calculated
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Multiple Year Encumbering 8.0
Only current fiscal year amounts are fed
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NBPENCM encumbrance calculation processNBPENCM
Applies Salary/Fringe Encumbrance to individual labor distributions, Updates Base Job Encumbrance amounts, and Creates ‘To Post’ amounts in history record
If interfacing multi-yearencumbrance amounts
If not interfacing multi-yearencumbrance amounts
‘To Post’ =current FY
encumbrance amountItems 0, 1 & 2
‘To Post’ =current FY + future FYencumbrance amountItems 0, 1, 2, 3, 4 & 5
NTRINSTCheck ‘Feed Future Encumbrance to
Finance’ indicatorAssign Item Numbers
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Multiple Year Encumbering 8.0Review encumbrance detail on FGIENCD
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Multiple Year Encumbering 8.0Review encumbrance detail on FGIENCD
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Multiple Year Encumbering 8.0
Closing and rolling Banner HR encumbrances in Banner Finance
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Multiple Year Encumbering 8.0Set up FGAYRLM
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Multiple Year Encumbering 8.0Run FGRLENC in ‘C’ mode & ‘R’ mode
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Multiple Year Encumbering 8.0FGRLENC report
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Multiple Year Encumbering 8.0
Query information
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Multiple Year Encumbering 8.0Budget status at year end
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Multiple Year Encumbering 8.0Budget status in new FY
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Multiple Year Encumbering 8.0Grant inception to date
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Multiple Year Encumbering 8.0
Summary• Banner set up• NBAJOBS use of Banner Finance information• Encumbrance calculations • Current versus future encumbrances• Option to feed to Banner Finance• Viewing encumbrances in Banner Finance• Closing and rolling of Banner HR encumbrances• Query information
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Multiple Year Encumbering 8.0
Questions & Answers
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Multiple Year Encumbering 8.0
• Julie Monfette - [email protected]
• Jon Langlois – [email protected]